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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
2018-08-02 21:38 2018-08-01 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP WAHLSTROM SCOTT Officer SELL $110.00 10,000 $1,100,000 115,725
2018-07-30 23:04 2018-07-26 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP Mastalerz John A Jr Officer OPT+S $109.64 3,238 $355,014 12,690
2018-07-30 23:00 2018-07-26 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP DeNinno David L Officer OPT+S $109.11 18,690 $2,039,344 65,888
2018-07-30 23:23 2018-07-27 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP Hehir Brian Director OPT+S $107.64 8,000 $861,128 23,573
2018-07-30 22:58 2018-07-26 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP DUGAN PATRICK D Officer OPT+S $109.54 21,280 $2,331,052 68,295
2018-07-30 22:54 2018-07-26 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP NEUPAVER ALBERT J Director OPT+S $109.19 104,000 $11,355,386 598,475
2018-07-30 23:19 2018-07-26 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP KASSLING WILLIAM E Director SELL $109.22 55,000 $6,007,117 1,018,654
2018-07-25 02:09 2018-07-20 GBX GREENBRIER COMPANIES INC Comstock Brian J Officer SELL $57.98 5,000 $289,902 8,063
2018-07-19 19:17 2018-07-18 GBX GREENBRIER COMPANIES INC Manning Anne Officer SELL $55.05 3,000 $165,150 14,093
2018-07-03 20:02 2018-06-29 GBX GREENBRIER COMPANIES INC RITTENBAUM MARK J Officer SELL $52.50 4,899 $257,198 63,837
2018-06-04 23:17 2018-05-31 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP KASSLING WILLIAM E Director SELL $97.79 55,000 $5,378,632 1,073,654
2018-05-31 19:51 2018-05-30 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP FERNANDEZ EMILIO Director SELL $97.70 10,000 $976,950 0
2018-05-30 21:44 2018-05-29 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP NEUPAVER ALBERT J Director SELL $96.71 65,000 $6,286,462 598,475
2018-05-29 23:18 2018-05-25 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP WAHLSTROM SCOTT Officer OPT+S $97.47 9,000 $877,190 125,725
2018-05-29 23:20 2018-05-25 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP BROOKS ROBERT J Director SELL $97.60 3,500 $341,600 0
2018-05-24 19:21 2018-05-23 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP Hehir Brian Director SELL $96.35 2,952 $284,437 23,573
2018-05-25 02:45 2018-05-24 GBX GREENBRIER COMPANIES INC RITTENBAUM MARK J Officer OPT+S $49.58 2,100 $104,125 68,736
2018-05-24 19:15 2018-05-23 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP FOSTER LEE B II Director OPT+S $96.90 4,000 $387,600 15,200
2018-05-23 00:24 2018-05-22 RAIL FreightCar America, Inc. MADDEN THOMAS A Director BUY $16.96 9,347 $158,490 27,730
2018-05-22 19:43 2018-05-18 RAIL FreightCar America, Inc. MADDEN THOMAS A Director SELL $15.95 9,347 $149,066 18,383
2018-05-18 00:33 2018-05-16 GBX GREENBRIER COMPANIES INC RITTENBAUM MARK J Officer SELL $47.68 10,000 $476,774 68,726
2018-05-12 00:48 2018-05-10 GBX GREENBRIER COMPANIES INC Centurion Alejandro Officer SELL $46.55 3,000 $139,650 6,925
2018-04-18 19:18 2018-04-16 GBX GREENBRIER COMPANIES INC Centurion Alejandro Officer SELL $45.25 2,000 $90,500 9,925
2018-04-14 02:16 2018-04-11 GBX GREENBRIER COMPANIES INC Centurion Alejandro Officer SELL $44.67 8,000 $357,320 11,925
2018-03-28 00:28 2018-03-23 TRN TRINITY INDUSTRIES INC ValueAct Holdings, L.P. 10% owner BUY $32.08 196,691 $6,309,847 21,407,891
2018-03-22 23:41 2018-03-20 TRN TRINITY INDUSTRIES INC ValueAct Holdings, L.P. 10% owner BUY $32.63 447,505 $14,603,252 21,211,200
2018-03-20 00:25 2018-03-15 TRN TRINITY INDUSTRIES INC ValueAct Holdings, L.P. 10% owner BUY $32.77 900,000 $29,490,030 20,763,695
2018-03-09 01:26 2018-03-06 TRN TRINITY INDUSTRIES INC ValueAct Holdings, L.P. 10% owner BUY $32.99 306,343 $10,104,785 19,863,695
2018-03-07 00:35 2018-03-05 NYSE-TRN TRINITY INDUSTRIES INC McWhirter William A Officer SELL $33.49 15,606 $522,645 175,733
2018-03-03 00:58 2018-02-28 TRN TRINITY INDUSTRIES INC ValueAct Holdings, L.P. 10% owner BUY $32.83 950,000 $31,186,505 19,557,352
2018-01-19 02:48 2018-01-17 GBX GREENBRIER COMPANIES INC Centurion Alejandro Officer SELL $52.00 5,000 $260,000 13,523
2017-12-16 00:41 2017-12-15 NYSE-TRN TRINITY INDUSTRIES INC McWhirter William A Officer SELL $36.90 20,000 $738,000 191,339
2017-11-28 03:41 2017-11-16 TRN TRINITY INDUSTRIES INC ValueAct Holdings, L.P. 10% owner BUY $33.00 55,000 $1,815,000 18,607,352
2017-11-21 02:18 2017-11-16 TRN TRINITY INDUSTRIES INC ValueAct Holdings, L.P. 10% owner BUY $33.00 42,970 $1,418,010 18,595,322
2017-11-21 00:21 2017-11-17 RAIL FreightCar America, Inc. SODERSTROM S CARL JR Director SELL $15.71 2,500 $39,274 11,204
2017-11-18 02:01 2017-11-10 GBX GREENBRIER COMPANIES INC FURMAN WILLIAM A Director, Officer SELL $46.91 117,652 $5,519,326 89,545
2017-11-16 02:06 2017-11-13 GBX GREENBRIER COMPANIES INC FURMAN WILLIAM A Director, Officer SELL $46.91 95,700 $4,489,737 207,197
2017-11-16 02:43 2017-11-13 TRN TRINITY INDUSTRIES INC ValueAct Holdings, L.P. 10% owner BUY $32.88 425,000 $13,972,258 18,552,352
2017-11-15 01:54 2017-11-10 RAIL FreightCar America, Inc. SODERSTROM S CARL JR Director SELL $15.61 4,500 $70,259 13,704
2017-11-13 20:27 2017-11-08 GBX GREENBRIER COMPANIES INC FURMAN WILLIAM A Director, Officer SELL $49.55 36,648 $1,816,044 302,897
2017-11-13 23:07 2017-11-09 RAIL FreightCar America, Inc. Meyer James R Director, Officer BUY $14.52 5,000 $72,594 15,000
2017-11-10 03:16 2017-11-07 GBX GREENBRIER COMPANIES INC Hannan Walter T. Officer SELL $50.29 22,553 $1,134,168 2,230
2017-11-10 00:53 2017-11-07 TRN TRINITY INDUSTRIES INC ValueAct Holdings, L.P. 10% owner BUY $31.99 25,950 $830,024 18,127,352
2017-11-10 00:47 2017-11-08 RAIL FreightCar America, Inc. Meyer James R Director, Officer BUY $14.34 10,000 $143,442 10,000
2017-11-10 00:43 2017-11-07 RAIL FreightCar America, Inc. SODERSTROM S CARL JR Director SELL $15.01 2,000 $30,014 18,204
2017-11-09 00:32 2017-11-06 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP BROOKS ROBERT J Director SELL $77.66 3,500 $271,814 3,500
2017-11-07 00:33 2017-11-02 TRN TRINITY INDUSTRIES INC ValueAct Holdings, L.P. 10% owner BUY $31.98 13,687 $437,717 18,101,402
2017-11-03 00:06 2017-11-01 GBX GREENBRIER COMPANIES INC Centurion Alejandro Officer SELL $52.21 5,500 $287,158 19,593
2017-11-03 00:04 2017-11-01 GBX GREENBRIER COMPANIES INC BAKER MARTIN RAYMOND Officer SELL $51.81 6,777 $351,082 11,030
2017-11-01 22:43 2017-10-30 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP DeNinno David L Officer SELL $76.10 1,917 $145,884 56,131
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.