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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
2017-10-30 23:56 2017-10-26 TRN TRINITY INDUSTRIES INC ValueAct Holdings, L.P. 10% owner BUY $31.68 832,600 $26,373,021 18,087,715
2017-09-29 00:57 2017-09-28 GBX GREENBRIER COMPANIES INC Tekorius Lorie Officer SELL $48.00 4,740 $227,520 21,909
2017-09-12 00:39 2017-09-07 TRN TRINITY INDUSTRIES INC ValueAct Holdings, L.P. 10% owner BUY $28.46 54,055 $1,538,459 17,255,115
2017-09-01 01:40 2017-08-29 TRN TRINITY INDUSTRIES INC ValueAct Holdings, L.P. 10% owner BUY $28.65 248,941 $7,133,180 17,201,060
2017-08-26 00:51 2017-08-23 TRN TRINITY INDUSTRIES INC ValueAct Holdings, L.P. 10% owner BUY $28.41 5,100 $144,891 16,952,019
2017-08-23 00:15 2017-08-18 TRN TRINITY INDUSTRIES INC ValueAct Holdings, L.P. 10% owner BUY $28.15 375,000 $10,556,250 16,947,019
2017-08-18 00:41 2017-08-15 TRN TRINITY INDUSTRIES INC ValueAct Holdings, L.P. 10% owner BUY $28.48 403,000 $11,478,488 16,572,019
2017-08-14 23:08 2017-08-14 GBX GREENBRIER COMPANIES INC Manning Anne Officer SELL $46.55 6,000 $279,315 11,939
2017-08-15 01:28 2017-08-10 TRN TRINITY INDUSTRIES INC ValueAct Holdings, L.P. 10% owner BUY $28.47 202,500 $5,765,985 16,169,019
2017-08-10 00:31 2017-08-07 TRN TRINITY INDUSTRIES INC ValueAct Holdings, L.P. 10% owner BUY $28.39 60,819 $1,726,633 15,966,519
2017-08-05 02:00 2017-08-02 TRN TRINITY INDUSTRIES INC ValueAct Holdings, L.P. 10% owner BUY $27.56 323,095 $8,905,467 15,905,700
2017-07-13 02:22 2017-07-11 GBX GREENBRIER COMPANIES INC Centurion Alejandro Officer SELL $43.18 6,000 $259,050 14,583
2017-06-06 23:17 2017-06-05 TRN TRINITY INDUSTRIES INC MENZIES D STEPHEN Officer SELL $26.11 27,742 $724,344 236,707
2017-05-27 01:00 2017-05-26 GBX GREENBRIER COMPANIES INC RITTENBAUM MARK J Officer SELL $44.75 2,100 $93,975 63,827
2017-05-26 00:16 2017-05-23 RAIL FreightCar America, Inc. BAUN THEODORE W. Officer SELL $17.11 1,000 $17,106 18,983
2017-05-24 00:14 2017-05-23 NYSE-TRN TRINITY INDUSTRIES INC McWhirter William A Officer SELL $26.46 28,500 $754,110 211,339
2017-05-19 23:16 2017-05-18 NYSE-TRN TRINITY INDUSTRIES INC Henderson Mary E Officer SELL $26.00 10,000 $260,000 89,603
2017-05-16 23:19 2017-05-15 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP Hehir Brian Director SELL $80.11 2,234 $178,967 24,905
2017-05-11 23:33 2017-05-09 GBX GREENBRIER COMPANIES INC FURMAN WILLIAM A Director, Officer SELL $44.16 61,547 $2,717,854 309,285
2017-05-11 23:15 2017-05-10 GBX GREENBRIER COMPANIES INC RITTENBAUM MARK J Officer SELL $44.60 1,300 $57,980 63,911
2017-05-09 23:36 2017-05-05 GBX GREENBRIER COMPANIES INC FURMAN WILLIAM A Director, Officer OPT+S $43.06 104,491 $4,499,330 370,832
2017-05-06 00:42 2017-05-02 GBX GREENBRIER COMPANIES INC FURMAN WILLIAM A Director, Officer SELL $43.14 110,592 $4,771,370 471,235
2017-05-03 20:02 2017-05-01 GBX GREENBRIER COMPANIES INC FURMAN WILLIAM A Director, Officer SELL $43.51 126,333 $5,496,660 581,827
2017-05-02 01:00 2017-04-27 GBX GREENBRIER COMPANIES INC FURMAN WILLIAM A Director, Officer SELL $44.03 64,885 $2,856,731 708,160
2017-05-01 19:26 2017-04-27 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP NEUPAVER ALBERT J Director, Officer OPT+S $84.67 60,000 $5,079,978 613,568
2017-04-27 22:50 2017-04-25 GBX GREENBRIER COMPANIES INC FURMAN WILLIAM A Director, Officer SELL $44.50 132,152 $5,880,288 773,045
2017-04-13 02:14 2017-04-11 GBX GREENBRIER COMPANIES INC BAKER MARTIN RAYMOND Officer SELL $47.23 9,826 $464,121 9,875
2017-04-11 23:53 2017-04-10 GBX GREENBRIER COMPANIES INC Centurion Alejandro Officer SELL $48.10 8,000 $384,800 17,002
2017-04-07 02:20 2017-04-05 GBX GREENBRIER COMPANIES INC RITTENBAUM MARK J Officer SELL $47.60 3,150 $149,940 63,899
2017-03-03 01:52 2017-02-28 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP Betler Raymond T Director, Officer SELL $81.41 5,225 $425,380 95,695
2017-03-03 01:54 2017-02-28 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP Cox R Mark Officer SELL $80.28 10,000 $802,847 52,611
2017-03-03 01:56 2017-02-28 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP DUGAN PATRICK D Officer SELL $80.93 5,000 $404,655 58,950
2017-03-03 01:59 2017-02-28 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP WAHLSTROM SCOTT Officer OPT+S $80.83 18,000 $1,454,931 121,812
2017-03-02 03:21 2017-02-27 WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP Hehir Brian Director OPT+S $80.73 1,500 $121,097 25,304
2017-01-07 03:05 2017-01-06 GBX GREENBRIER COMPANIES INC RITTENBAUM MARK J Officer SELL $44.75 6,250 $279,693 63,857
2016-12-06 02:01 2016-12-05 GBX GREENBRIER COMPANIES INC RITTENBAUM MARK J Officer SELL $41.45 6,250 $259,063 70,107
2016-11-24 03:06 2016-11-23 GBX GREENBRIER COMPANIES INC RITTENBAUM MARK J Officer SELL $38.10 6,250 $238,135 76,357
2016-11-16 01:45 2016-11-14 GBX GREENBRIER COMPANIES INC Tekorius Lorie Officer SELL $36.30 1,361 $49,404 22,137
2016-11-16 01:50 2016-11-15 GBX GREENBRIER COMPANIES INC RITTENBAUM MARK J Officer SELL $36.82 6,500 $239,350 82,607
2016-11-10 23:49 2016-11-09 RAIL FreightCar America, Inc. SCHMITT ANDREW B Director BUY $12.56 10,000 $125,620 40,000
2016-11-10 23:36 2016-11-08 RAIL FreightCar America, Inc. SCHMITT ANDREW B Director BUY $11.59 10,000 $115,906 30,000
2016-11-09 21:38 2016-11-08 GBX GREENBRIER COMPANIES INC RITTENBAUM MARK J Officer SELL $30.81 7,869 $242,473 89,107
2016-11-10 02:33 2016-11-09 GBX GREENBRIER COMPANIES INC SHARP JAMES T Officer SELL $32.18 2,996 $96,411 0
2016-11-05 01:20 2016-11-02 TRN TRINITY INDUSTRIES INC ValueAct Holdings, L.P. 10% owner BUY $21.17 461,605 $9,771,762 15,582,605
2016-08-24 19:53 2016-08-23 GBX GREENBRIER COMPANIES INC RITTENBAUM MARK J Officer SELL $34.75 6,250 $217,188 89,107
2016-08-16 01:34 2016-08-11 RAIL FreightCar America, Inc. KOHNKE MATTHEW S Officer BUY $14.07 7,500 $105,515 9,500
2016-08-11 23:42 2016-08-11 NYSE-TRN TRINITY INDUSTRIES INC Henderson Mary E Officer SELL $23.24 5,000 $116,200 88,178
2016-08-10 23:38 2016-08-09 NYSE-TRN TRINITY INDUSTRIES INC McWhirter William A Officer SELL $23.19 50,000 $1,159,500 200,280
2016-07-29 03:58 2016-07-28 GBX GREENBRIER COMPANIES INC Manning Anne Officer SELL $31.25 5,000 $156,250 13,920
2016-07-25 21:05 2016-07-22 GBX GREENBRIER COMPANIES INC Centurion Alejandro Officer SELL $31.95 6,000 $191,700 12,950
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.