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Sector Analysis

Railroad Equipment

Standard Industrial Classification: SIC 3743

Industry Insider Sentiment Analysis

The Railroad Equipment sector (SIC 3743) 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
2024-04-29 15:38 2024-04-25 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP DeNinno David L Officer SELL $161.48 3,016 $487,010 65,352
2024-04-23 23:51 2024-04-22 GBX GREENBRIER COMPANIES INC Tekorius Lorie Director, Officer SELL $52.00 9,642 $501,424 226,611
2024-04-23 23:51 2024-04-19 GBX GREENBRIER COMPANIES INC Glenn William Officer SELL $51.87 5,800 $300,869 33,211
2024-04-17 02:19 2024-04-12 GBX GREENBRIER COMPANIES INC BAKER MARTIN RAYMOND Officer SELL $52.40 4,480 $234,764 49,000
2024-04-12 23:05 2024-04-10 GBX GREENBRIER COMPANIES INC Krueger William J. Officer SELL $52.87 8,800 $465,252 36,529
2024-03-29 23:02 2024-03-27 NYSE-TRN TRINITY INDUSTRIES INC Marchetto Eric R Officer SELL $28.00 9,781 $273,868 233,704
2024-03-19 16:13 2024-03-15 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP Theophilus Nicole B Officer OPT+S $140.46 2,668 $374,748 24,792
2024-03-14 23:39 2024-03-14 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP Santana Rafael Director, Officer SELL $140.62 40,219 $5,655,443 123,019
2024-03-13 17:28 2024-03-11 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP Schweitzer Pascal Officer SELL $140.61 6,000 $843,646 16,633
2024-03-09 00:16 2024-03-06 NYSE-TRN TRINITY INDUSTRIES INC Poet Kevin Officer SELL $25.45 6,000 $152,700 30,718
2024-02-26 18:46 2024-02-22 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP Theophilus Nicole B Officer OPT+S $137.26 3,000 $411,780 22,354
2024-02-23 14:45 2024-02-21 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP DeNinno David L Officer SELL $135.61 6,607 $895,977 65,535
2024-02-16 17:18 2024-02-15 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP Hehir Brian Director SELL $135.80 5,470 $742,840 23,065
2024-02-08 02:36 2024-02-07 GBX GREENBRIER COMPANIES INC Felton Wanda F Director SELL $46.65 4,185 $195,214 7,365
2024-01-27 00:39 2024-01-25 GBX GREENBRIER COMPANIES INC Comstock Brian J Officer SELL $46.39 2,500 $115,980 80,111
2024-01-17 01:12 2024-01-12 GBX GREENBRIER COMPANIES INC BAKER MARTIN RAYMOND Officer SELL $47.00 5,034 $236,598 53,480
2023-12-21 00:17 2021-09-15 RAIL FreightCar America, Inc. Gil Benavides Alejandro 10% owner BUY $3.31 33,400 $110,658 180,000
2023-12-15 01:05 2023-12-13 NYSE-TRN TRINITY INDUSTRIES INC Marchetto Eric R Officer SELL $27.00 11,863 $320,301 250,402
2023-12-01 17:42 2023-11-29 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP Kubacki Kristine Officer SELL $115.19 1,141 $131,432 3,052
2023-11-22 23:45 2023-11-21 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP Fetsko Michael Officer OPT+S $116.38 8,575 $997,923 34,914
2023-11-14 01:05 2023-11-08 NYSE-TRN TRINITY INDUSTRIES INC Mitchell Gregory B Officer SELL $23.17 12,536 $290,459 127,714
2023-11-01 23:32 2023-10-30 GBX GREENBRIER COMPANIES INC Ottensmeyer Patrick J Director BUY $33.86 10,000 $338,579 12,466
2023-11-01 23:32 2023-10-30 GBX GREENBRIER COMPANIES INC BAKER MARTIN RAYMOND Officer SELL $33.82 7,203 $243,629 61,536
2023-09-29 23:54 2023-09-28 NYSE-TRN TRINITY INDUSTRIES INC Marchetto Eric R Officer SELL $25.00 11,765 $294,125 262,265
2023-08-11 22:57 2023-08-09 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP Hammersmith Alicia Officer OPT+S $113.86 2,378 $270,757 766
2023-08-05 00:09 2023-08-02 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP NEUPAVER ALBERT J Director OPT+S $118.26 12,295 $1,454,041 595,412
2023-08-03 15:03 2023-08-01 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP NEUPAVER ALBERT J Director SELL $118.92 47,032 $5,593,092 592,307
2023-08-02 16:13 2023-07-31 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP Mastalerz John A Jr Officer OPT+S $118.21 7,353 $869,198 9,928
2023-08-02 16:03 2023-07-31 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP DeNinno David L Officer SELL $118.58 10,007 $1,186,598 65,535
2023-08-02 16:06 2023-07-31 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP Harty Linda S Director SELL $118.65 2,247 $266,596 11,869
2023-08-02 16:10 2023-07-31 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP KASSLING WILLIAM E Director SELL $118.45 100,000 $11,845,430 671,654
2023-08-02 01:17 2023-07-31 GBX GREENBRIER COMPANIES INC Dornan Laurie R Officer SELL $46.29 3,250 $150,453 22,331
2023-07-21 23:49 2023-07-20 GBX GREENBRIER COMPANIES INC Swindells Charles J Director SELL $45.20 1,470 $66,450 36,573
2023-05-25 02:15 2023-05-22 RAIL FreightCar America, Inc. PACIFIC INVESTMENT MANAGEMENT CO LLC 10% owner BUY $0.00 85,412 $0 85,412
2023-05-17 23:41 2023-05-16 RAIL FreightCar America, Inc. De Nigris Felan Jose Director BUY $3.00 10,000 $30,000 48,739
2023-05-16 23:27 2023-05-12 RAIL FreightCar America, Inc. Meyer James R Director, Officer BUY $2.86 32,578 $93,023 17,327
2023-05-11 18:05 2023-05-09 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP Gebhardt Eric Officer SELL $98.70 2,407 $237,559 21,513
2023-04-21 23:08 2023-04-19 GBX GREENBRIER COMPANIES INC Swindells Charles J Director SELL $29.43 3,017 $88,775 38,002
2023-03-23 00:27 2023-03-20 NYSE-TRN TRINITY INDUSTRIES INC Savage Jean Director, Officer BUY $23.19 4,300 $99,717 194,176
2023-03-22 00:19 2023-03-17 NYSE-TRN TRINITY INDUSTRIES INC MACLIN TODD Director BUY $21.19 4,500 $95,355 27,548
2023-03-18 00:18 2023-03-15 NYSE-TRN TRINITY INDUSTRIES INC Savage Jean Director, Officer BUY $22.29 4,485 $99,971 189,876
2023-03-01 22:57 2023-02-27 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP Fetsko Michael Officer OPT+S $104.63 7,676 $803,110 32,244
2023-02-22 21:47 2023-02-17 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP Santana Rafael Director, Officer SELL $104.78 78,277 $8,201,856 72,577
2023-02-22 21:51 2023-02-17 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP Hehir Brian Director SELL $104.73 2,881 $301,719 27,878
2022-12-19 19:53 2022-12-15 RAIL FreightCar America, Inc. Gil Benavides Alejandro 10% owner BUY $3.48 10,600 $36,888 146,600
2022-12-13 17:42 2022-12-12 RAIL FreightCar America, Inc. Tonn W Matthew Officer BUY $3.55 5,700 $20,207 170,555
2022-11-23 23:32 2022-11-22 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP DeNinno David L Officer SELL $99.67 5,000 $498,373 66,250
2022-11-17 17:59 2022-11-15 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP Fetsko Michael Officer OPT+S $100.01 11,624 $1,162,514 37,120
2022-11-18 01:01 2022-11-15 GBX GREENBRIER COMPANIES INC Swindells Charles J Director SELL $39.01 4,784 $186,624 36,909
2022-11-16 00:56 2022-11-11 GBX GREENBRIER COMPANIES INC FURMAN WILLIAM A Director SELL $38.85 50,000 $1,942,360 253,018
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Railroad Equipment sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (3743) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Railroad Equipment

Every transaction in the Railroad Equipment 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.