Electronic Components & Accessories
Standard Industrial Classification: SIC 3670
Industry Insider Sentiment Analysis
The Electronic Components & Accessories sector (SIC 3670) acts as a critical barometer for broader economic health. Our real-time monitoring reveals total transactions. Monitoring "cluster buying" is one of the most reliable leading indicators for future sector performance. By analyzing aggregate data across this specific Standard Industrial Classification, investors can filter out individual company volatility and identify high-conviction trends. When multiple directors and officers within the same industry move capital simultaneously, it often signals an upcoming sector-wide revaluation or a fundamental shift in supply chain dynamics that has yet to be recognized by the broader public market.
| Filing Date | Trade Date | Ticker | Company | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After |
|---|---|---|---|---|---|---|---|---|---|---|
| 2024-03-01 00:00 | 2024-02-27 | OLED | UNIVERSAL DISPLAY CORP \PA\ | LACERTE LAWRENCE | Director | SELL | $171.32 | 7,000 | $1,199,265 | 119,688 |
| 2024-02-29 01:19 | 2024-02-26 | MRCY | MERCURY SYSTEMS INC | JANA Partners Management, LP | Director, 10% owner | BUY | $29.26 | 377,913 | $11,057,697 | 6,931,033 |
| 2024-02-22 02:21 | 2024-02-16 | MRCY | MERCURY SYSTEMS INC | Ratner Steven | Officer | SELL | $29.49 | 2,024 | $59,697 | 0 |
| 2024-02-21 01:36 | 2024-02-16 | MRCY | MERCURY SYSTEMS INC | Georges Stephanie | Officer | SELL | $29.57 | 1,409 | $41,667 | 38,319 |
| 2024-02-21 01:33 | 2024-02-16 | MRCY | MERCURY SYSTEMS INC | Munro Douglas | Officer | SELL | $29.57 | 276 | $8,162 | 10,107 |
| 2024-02-21 01:28 | 2024-02-16 | MRCY | MERCURY SYSTEMS INC | Wells Charles Roger IV | Officer | SELL | $29.57 | 1,696 | $50,154 | 105,427 |
| 2024-02-14 01:02 | 2024-02-12 | HUBB | HUBBELL INC | Mikes Mark Eugene | Officer | SELL | $363.45 | 397 | $144,290 | 4,899 |
| 2024-02-14 00:46 | 2024-02-09 | HUBB | HUBBELL INC | Mikes Mark Eugene | Officer | SELL | $358.16 | 1,837 | $657,946 | 5,296 |
| 2024-02-14 01:00 | 2024-02-09 | MRCY | MERCURY SYSTEMS INC | Ballhaus William L | Director, Officer | BUY | $28.74 | 7,066 | $203,099 | 7,066 |
| 2024-02-14 00:05 | 2024-02-09 | MRCY | MERCURY SYSTEMS INC | JANA Partners Management, LP | Director, 10% owner | BUY | $27.90 | 1,335,848 | $37,270,159 | 6,553,120 |
| 2024-02-13 04:45 | 2024-02-09 | MRCY | MERCURY SYSTEMS INC | Farnsworth David E. | Officer | BUY | $28.09 | 3,567 | $100,196 | 126,618 |
| 2024-02-13 04:43 | 2024-02-09 | MRCY | MERCURY SYSTEMS INC | Nearhos Barry R | Director | BUY | $27.15 | 3,500 | $95,025 | 3,500 |
| 2024-02-13 04:40 | 2024-02-09 | MRCY | MERCURY SYSTEMS INC | LANCE HOWARD L | Director | BUY | $26.77 | 7,485 | $200,391 | 24,910 |
| 2024-02-10 00:16 | 2024-02-07 | HUBB | HUBBELL INC | Mikes Mark Eugene | Officer | SELL | $357.56 | 1,045 | $373,646 | 7,310 |
| 2024-02-09 00:29 | 2024-02-06 | HUBB | HUBBELL INC | LANE KATHERINE ANNE | Officer | OPT+S | $352.51 | 1,468 | $517,491 | 9,355 |
| 2024-02-07 01:22 | 2024-02-02 | HUBB | HUBBELL INC | DEL NERO JONATHAN M. | Officer | OPT+S | $352.74 | 1,098 | $387,303 | 3,646 |
| 2024-02-07 01:19 | 2024-02-02 | HUBB | HUBBELL INC | Bakker Gerben | Director, Officer | OPT+S | $353.13 | 13,355 | $4,716,051 | 51,783 |
| 2024-02-07 01:26 | 2024-02-02 | HUBB | HUBBELL INC | Sperry William R | Officer | SELL | $352.99 | 14,925 | $5,268,410 | 37,848 |
| 2024-01-18 00:34 | 2024-01-16 | VSH | VISHAY INTERTECHNOLOGY INC | ZANDMAN MARC | Director, Officer | SELL | $22.23 | 14,846 | $330,027 | 42,631 |
| 2023-12-22 00:08 | 2023-12-19 | MRCY | MERCURY SYSTEMS INC | McCarthy Michelle M | Officer | SELL | $36.90 | 231 | $8,524 | 32,724 |
| 2023-12-20 00:32 | 2023-12-18 | VSH | VISHAY INTERTECHNOLOGY INC | LUDOMIRSKI ABRAHAM | Director | SELL | $23.84 | 75,049 | $1,789,168 | 61,313 |
| 2023-12-14 00:54 | 2023-12-11 | HUBB | HUBBELL INC | Malloy John F | Director | BUY | $313.50 | 797 | $249,860 | 17,923 |
| 2023-12-09 00:32 | 2017-05-16 | OLED | UNIVERSAL DISPLAY CORP \PA\ | ROSENBLATT SIDNEY D | Director | BUY | $117.24 | 140 | $16,414 | 17,499 |
| 2023-12-01 02:08 | 2023-11-28 | MRCY | MERCURY SYSTEMS INC | JANA Partners Management, LP | Director | BUY | $33.46 | 245,964 | $8,229,414 | 5,217,272 |
| 2023-11-21 00:46 | 2023-11-16 | MRCY | MERCURY SYSTEMS INC | JANA Partners Management, LP | Director | BUY | $33.42 | 259,922 | $8,685,684 | 4,971,308 |
| 2023-11-18 00:51 | 2023-11-16 | MRCY | MERCURY SYSTEMS INC | Wells Charles Roger IV | Officer | SELL | $33.72 | 1,554 | $52,401 | 90,605 |
| 2023-11-15 00:16 | 2023-11-13 | MRCY | MERCURY SYSTEMS INC | Carvalho Orlando D | Director | BUY | $33.83 | 35,000 | $1,184,047 | 52,254 |
| 2023-11-08 01:41 | 2023-11-03 | HUBB | HUBBELL INC | DEL NERO JONATHAN M. | Officer | OPT+S | $285.54 | 1,902 | $543,097 | 3,646 |
| 2023-10-20 01:40 | 2023-10-18 | MRCY | MERCURY SYSTEMS INC | Couture Allen | Officer | SELL | $38.59 | 2,558 | $98,709 | 65,222 |
| 2023-10-18 02:13 | 2023-10-16 | MRCY | MERCURY SYSTEMS INC | Stevison James Mitch | Officer | SELL | $38.81 | 1,642 | $63,728 | 86,385 |
| 2023-09-27 02:12 | 2023-09-06 | MRCY | MERCURY SYSTEMS INC | CAMBRIA CHRISTOPHER C | Officer | SELL | $36.65 | 1,508 | $55,272 | 135,721 |
| 2023-09-16 04:00 | 2023-09-15 | KULR | KULR Technology Group, Inc. | Mo Michael | Director, Officer | BUY | $0.35 | 428,571 | $150,000 | 21,155,110 |
| 2023-09-08 15:32 | 2023-09-06 | MRCY | MERCURY SYSTEMS INC | CAMBRIA CHRISTOPHER C | Officer | SELL | $36.65 | 1,508 | $55,272 | 135,730 |
| 2023-09-08 23:00 | 2023-09-06 | OLED | UNIVERSAL DISPLAY CORP \PA\ | Premutico Mauro | Officer | SELL | $161.17 | 9,351 | $1,507,101 | 0 |
| 2023-09-05 23:30 | 2023-08-30 | CETXP | CEMTREX INC | GOVIL SAAGAR | Director, Officer | BUY | $0.95 | 15,100 | $14,380 | 132,298 |
| 2023-08-29 23:15 | 2023-08-24 | CETXP | CEMTREX INC | GOVIL SAAGAR | Director, Officer | BUY | $0.92 | 10,100 | $9,251 | 116,486 |
| 2023-08-23 04:15 | 2023-08-18 | MRCY | MERCURY SYSTEMS INC | LANCE HOWARD L | Director | BUY | $37.83 | 9,250 | $349,963 | 9,250 |
| 2023-08-23 04:04 | 2023-08-18 | MRCY | MERCURY SYSTEMS INC | Ballhaus William L | Director, Officer | BUY | $37.57 | 39,925 | $1,499,998 | 291,999 |
| 2023-08-22 23:40 | 2023-08-18 | MRCY | MERCURY SYSTEMS INC | JANA PARTNERS LLC | Director | BUY | $38.05 | 50,000 | $1,902,500 | 4,711,386 |
| 2023-08-23 04:19 | 2023-08-18 | MRCY | MERCURY SYSTEMS INC | KRONE ROGER A | Director | BUY | $38.50 | 15,000 | $577,524 | 15,000 |
| 2023-08-22 02:42 | 2023-08-18 | MRCY | MERCURY SYSTEMS INC | CAMBRIA CHRISTOPHER C | Officer | SELL | $37.45 | 493 | $18,462 | 137,238 |
| 2023-08-22 02:36 | 2023-08-18 | MRCY | MERCURY SYSTEMS INC | McCarthy Michelle M | Officer | SELL | $37.45 | 292 | $10,935 | 32,955 |
| 2023-08-19 00:47 | 2023-08-17 | MRCY | MERCURY SYSTEMS INC | CAMBRIA CHRISTOPHER C | Officer | SELL | $36.83 | 712 | $26,226 | 115,855 |
| 2023-08-19 00:42 | 2023-08-16 | MRCY | MERCURY SYSTEMS INC | McCarthy Michelle M | Officer | SELL | $36.14 | 514 | $18,577 | 23,676 |
| 2023-08-11 23:00 | 2023-08-09 | OLED | UNIVERSAL DISPLAY CORP \PA\ | ELIAS RICHARD C | Director | SELL | $157.68 | 2,000 | $315,363 | 5,767 |
| 2023-08-08 00:09 | 2023-08-03 | HUBB | HUBBELL INC | FLYNN ALYSSA R | Officer | SELL | $306.38 | 0 | $99 | 3,471 |
| 2023-08-05 02:18 | 2023-08-02 | HUBB | HUBBELL INC | FLYNN ALYSSA R | Officer | OPT+S | $314.30 | 2,293 | $720,721 | 3,471 |
| 2023-08-04 23:51 | 2023-08-02 | HUBB | HUBBELL INC | Sperry William R | Officer | OPT+S | $313.72 | 4,040 | $1,267,429 | 52,773 |
| 2023-08-03 23:52 | 2023-08-01 | HUBB | HUBBELL INC | Bakker Gerben | Director, Officer | OPT+S | $314.12 | 5,895 | $1,851,737 | 51,783 |
| 2023-07-04 04:00 | 2023-06-28 | KULR | KULR Technology Group, Inc. | Knowles Timothy Ray | Director, Officer | SELL | $0.63 | 100,000 | $62,760 | 670,360 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Electronic Components & Accessories sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (3670) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Electronic Components & Accessories
Every transaction in the Electronic Components & Accessories industry is reported via Form 4 disclosures. By filtering these filings by industry, investors can detect institutional-scale sentiment shifts before they are reflected in broader market indices, following the capital flow of those with intimate industry knowledge.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.