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Sector Analysis

Electronic Components, NEC

Standard Industrial Classification: SIC 3679

Industry Insider Sentiment Analysis

The Electronic Components, NEC sector (SIC 3679) 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
2025-11-08 02:13 2025-11-07 PI IMPINJ INC WASHINGTON MIRON Director SELL $158.94 342 $54,357 2,040
2025-11-06 18:31 2025-11-05 VICR VICOR CORP GENDRON ROBERT Officer SELL $94.00 5,374 $505,156 0
2025-11-06 04:24 2025-11-03 PI IMPINJ INC SYLEBRA CAPITAL LLC SELL $202.01 1,513 $305,641 1,827,747
2025-10-29 20:56 2025-10-28 VICR VICOR CORP Lavie Zmira Director OPT+S $89.58 3,720 $333,238 0
2025-10-29 18:47 2025-10-27 VICR VICOR CORP CRILLY SEAN Officer SELL $89.61 12,000 $1,075,336 15,532
2025-10-29 19:28 2025-10-28 VICR VICOR CORP Gusinov Alex Officer SELL $89.75 4,019 $360,706 12,680
2025-10-28 21:54 2025-10-24 VICR VICOR CORP D'Amico Andrew Director OPT+S $94.80 2,071 $196,327 0
2025-10-28 20:21 2025-10-24 VICR VICOR CORP GENDRON ROBERT Officer OPT+S $90.98 4,116 $374,481 5,374
2025-10-28 18:25 2025-10-24 VICR VICOR CORP Davies Philip D Director, Officer SELL $92.07 15,763 $1,451,326 0
2025-10-28 18:49 2025-10-24 VICR VICOR CORP Tuozzolo Claudio Director, Officer OPT+S $90.57 5,508 $498,863 33,622
2025-10-27 21:26 2025-10-23 VICR VICOR CORP Fendelet Quentin A. Officer OPT+S $88.31 16,561 $1,462,424 0
2025-10-27 23:01 2025-10-23 VICR VICOR CORP Schmidt James F Director, Officer OPT+S $91.75 7,453 $683,831 875
2025-10-27 20:32 2025-10-23 VICR VICOR CORP Doyle Alvaro Officer OPT+S $88.48 7,824 $692,282 42
2025-10-27 22:02 2025-10-23 VICR VICOR CORP Grava Nancy L Officer OPT+S $91.00 7,032 $639,925 0
2025-10-27 20:43 2025-10-23 VICR VICOR CORP GENDRON ROBERT Officer OPT+S $88.68 2,116 $187,649 5,374
2025-10-27 22:19 2025-10-23 VICR VICOR CORP Morrison Kemble D OPT+S $91.94 2,099 $192,982 0
2025-10-27 21:16 2025-10-23 VICR VICOR CORP Tuozzolo Claudio Director, Officer OPT+S $91.86 14,637 $1,344,625 33,622
2025-10-27 21:52 2025-10-23 VICR VICOR CORP EICHTEN ESTIA J Director OPT+S $91.22 5,555 $506,742 229,425
2025-10-24 18:34 2025-10-22 VICR VICOR CORP D'Amico Andrew Director OPT+S $82.80 15,242 $1,262,103 0
2025-10-23 20:44 2025-10-22 VICR VICOR CORP Schmidt James F Director, Officer OPT+S $81.90 5,241 $429,255 875
2025-10-22 19:34 2025-10-21 VICR VICOR CORP D'Amico Andrew Director OPT+S $68.00 1,000 $68,000 0
2025-10-17 21:25 2025-10-15 AEIS Advanced Energy Industries Inc. DelSanto Anne Director SELL $186.99 240 $44,878 7,614
2025-09-23 01:32 2025-09-19 VREX Varex Imaging Corp Aranki Karen L Officer SELL $12.34 3,174 $39,167 177
2025-09-16 20:58 2025-09-15 AEIS Advanced Energy Industries Inc. DelSanto Anne Director SELL $157.25 240 $37,740 7,854
2025-09-16 23:50 2025-09-15 PI IMPINJ INC DIORIO CHRIS PH.D. Director, Officer SELL $184.49 9,096 $1,678,162 297,013
2025-09-13 04:24 2025-09-10 PI IMPINJ INC SYLEBRA CAPITAL LLC SELL $196.24 300,000 $58,872,000 1,829,260
2025-09-09 23:20 2025-09-08 VRT Vertiv Holdings Co Haussler Jakki L. Director OPT+S $123.92 15,680 $1,943,099 4,631
2025-09-10 02:04 2025-09-08 PI IMPINJ INC DIORIO CHRIS PH.D. Director, Officer SELL $193.59 10,000 $1,935,930 336,109
2025-09-04 03:40 2025-09-02 PI IMPINJ INC DIORIO CHRIS PH.D. Director, Officer SELL $185.07 10,000 $1,850,658 346,109
2025-08-30 02:13 2025-08-28 PI IMPINJ INC DIORIO CHRIS PH.D. Director, Officer SELL $188.41 10,000 $1,884,080 356,109
2025-08-27 23:15 2025-08-26 VRT Vertiv Holdings Co REINEMUND STEVEN Director SELL $128.22 100,000 $12,822,110 133,333
2025-08-27 00:57 2025-08-25 VRT Vertiv Holdings Co Ryan Paul Officer OPT+S $127.24 23,618 $3,005,121 12,803
2025-08-19 23:33 2025-08-15 AEIS Advanced Energy Industries Inc. DelSanto Anne Director SELL $160.42 240 $38,501 8,094
2025-08-15 23:18 2025-08-14 VREX Varex Imaging Corp Kunkel Jay K. Director SELL $10.49 3,000 $31,470 19,477
2025-08-15 00:33 2025-08-13 AEIS Advanced Energy Industries Inc. Donaghey John Officer SELL $160.73 1,000 $160,730 10,029
2025-08-15 01:30 2025-08-14 VRT Vertiv Holdings Co Winther Karsten Officer OPT+S $134.21 41,654 $5,590,383 18,848
2025-07-24 16:57 2025-07-23 VICR VICOR CORP D'Amico Andrew Director OPT+S $63.00 5,813 $366,219 1,217
2025-07-16 23:59 2025-07-15 AEIS Advanced Energy Industries Inc. DelSanto Anne Director SELL $143.27 240 $34,385 8,334
2025-07-10 00:13 2025-07-09 AEIS Advanced Energy Industries Inc. Donaghey John Officer SELL $140.00 2,000 $280,000 11,029
2025-06-27 23:05 2025-06-27 MPTI M-tron Industries, Inc. Drafts William Arnold Officer BUY $40.50 1,000 $40,500 11,008
2025-06-25 23:37 2025-06-23 ESP ESPEY MFG & ELECTRONICS CORP ONEIL DAVID A Director, Officer OPT+S $40.01 6,000 $240,079 0
2025-06-25 00:26 2025-06-20 AEIS Advanced Energy Industries Inc. Oldham Paul R Officer OPT+S $131.29 1,173 $154,003 31,006
2025-06-21 00:16 2025-06-18 VREX Varex Imaging Corp Kunkel Jay K. Director SELL $7.77 2,575 $20,008 22,477
2025-06-18 22:17 2025-06-16 AEIS Advanced Energy Industries Inc. DelSanto Anne Director SELL $124.39 240 $29,854 8,574
2025-06-12 23:47 2025-06-11 ESP ESPEY MFG & ELECTRONICS CORP CORR PAUL J Director OPT+S $41.07 2,000 $82,132 20,439
2025-06-07 03:00 2025-06-06 VRT Vertiv Holdings Co Liang Stephen Officer OPT+S $115.83 43,683 $5,060,016 9,551
2025-06-04 23:55 2025-06-03 ESP ESPEY MFG & ELECTRONICS CORP ONEIL DAVID A Director, Officer SELL $38.00 1,023 $38,874 0
2025-06-03 00:40 2025-05-29 ESP ESPEY MFG & ELECTRONICS CORP ONEIL DAVID A Director, Officer SELL $38.05 1,977 $75,225 1,023
2025-05-23 23:25 2025-05-21 ESP ESPEY MFG & ELECTRONICS CORP ONEIL DAVID A Director, Officer SELL $36.00 2,000 $72,003 3,000
2025-05-21 20:34 2025-05-15 ESP ESPEY MFG & ELECTRONICS CORP CORR PAUL J Director OPT+S $36.38 1,600 $58,211 20,439
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Electronic Components, NEC sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (3679) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Electronic Components, NEC

Every transaction in the Electronic Components, NEC 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.