Air Transportation, Scheduled
Standard Industrial Classification: SIC 4512
Industry Insider Sentiment Analysis
The Air Transportation, Scheduled sector (SIC 4512) 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-08-21 20:59 | 2026-08-20 | ALK | ALASKA AIR GROUP, INC. | MINICUCCI BENITO | Director, Officer | BUY | $40.06 | 25,000 | $1,001,510 | 256,582 |
| 2026-08-14 16:47 | 2026-08-12 | AERO | Grupo Aeromexico, S.A.B. de C.V. | Murray Aaron James | Officer | SELL | $1.58 | 355,600 | $562,915 | 1,262,530 |
| 2026-08-06 20:30 | 2026-08-05 | DAL | DELTA AIR LINES, INC. | Sear Steven M | Officer | OPT+S | $93.55 | 40,460 | $3,785,154 | 104,404 |
| 2026-08-06 20:30 | 2026-08-05 | DAL | DELTA AIR LINES, INC. | HUERTA MICHAEL P | Director | SELL | $94.12 | 3,100 | $291,757 | 32,525 |
| 2026-08-06 20:06 | 2026-08-04 | ULCC | Frontier Group Holdings, Inc. | Stedke Trevor J. | Officer | SELL | $8.03 | 167,277 | $1,342,766 | 0 |
| 2026-08-06 20:06 | 2026-08-04 | ULCC | Frontier Group Holdings, Inc. | Wetzel Josh A | Officer | SELL | $8.00 | 2,000 | $16,000 | 10,061 |
| 2026-08-06 20:06 | 2026-08-04 | ULCC | Frontier Group Holdings, Inc. | Diamond Howard | Officer | SELL | $8.25 | 24,195 | $199,609 | 133,126 |
| 2026-08-06 20:06 | 2026-08-05 | ULCC | Frontier Group Holdings, Inc. | Mitchell Mark Christopher | Officer | SELL | $8.09 | 125,000 | $1,011,675 | 53,785 |
| 2026-08-05 23:14 | 2026-08-03 | SKYW | SKYWEST INC | Steel Wade J | Officer | SELL | $111.44 | 22,000 | $2,451,676 | 55,438 |
| 2026-08-05 22:00 | 2026-08-03 | DAL | DELTA AIR LINES, INC. | DEWALT DAVID G | Director | SELL | $90.85 | 31,756 | $2,884,969 | 22,358 |
| 2026-08-05 22:01 | 2026-08-04 | DAL | DELTA AIR LINES, INC. | Bastian Edward H | Director, Officer | OPT+S | $92.80 | 206,510 | $19,163,302 | 1,363,448 |
| 2026-08-05 22:01 | 2026-08-04 | DAL | DELTA AIR LINES, INC. | BELLEMARE ALAIN | Officer | OPT+S | $92.72 | 35,000 | $3,245,165 | 95,025 |
| 2026-08-05 22:01 | 2026-08-04 | DAL | DELTA AIR LINES, INC. | Carter Peter W | Officer | OPT+S | $92.98 | 39,900 | $3,709,942 | 424,704 |
| 2026-08-05 22:08 | 2026-08-04 | UAL | United Airlines Holdings, Inc. | Nocella Andrew P | Officer | SELL | $132.30 | 3,000 | $396,900 | 219,955 |
| 2026-08-05 22:08 | 2026-08-03 | UAL | United Airlines Holdings, Inc. | Leskinen Michael D. | Officer | SELL | $128.19 | 10,000 | $1,281,900 | 47,436 |
| 2026-08-04 20:17 | 2026-08-03 | ALK | ALASKA AIR GROUP, INC. | HARRISON ANDREW R | Officer | SELL | $49.67 | 5,300 | $263,256 | 25,528 |
| 2026-08-04 20:11 | 2026-07-31 | ULCC | Frontier Group Holdings, Inc. | Clerc Alexandre | Officer | SELL | $7.44 | 10,210 | $76,001 | 37,488 |
| 2026-08-04 20:11 | 2026-08-03 | ULCC | Frontier Group Holdings, Inc. | Schuller Steve | Officer | SELL | $7.55 | 10,000 | $75,537 | 87,175 |
| 2026-08-03 21:15 | 2026-07-30 | JBLU | JETBLUE AIRWAYS CORP | Clements Carol Ann | Officer | SELL | $5.75 | 2,000 | $11,500 | 183,896 |
| 2026-08-03 21:18 | 2026-07-30 | JBLU | JETBLUE AIRWAYS CORP | Hurley Ursula L | Officer | SELL | $5.76 | 77,253 | $444,946 | 211,099 |
| 2026-08-03 20:30 | 2026-07-30 | AAL | American Airlines Group Inc. | Johnson Stephen L | Officer | SELL | $15.28 | 60,000 | $916,668 | 1,938,357 |
| 2026-07-31 23:02 | 2026-07-31 | AAL | American Airlines Group Inc. | Owens Angela | Officer | SELL | $15.26 | 40,077 | $611,623 | 178,799 |
| 2026-07-31 21:36 | 2026-07-29 | SKYW | SKYWEST INC | SIMMONS ROBERT J | Officer | SELL | $110.49 | 25,000 | $2,762,130 | 93,902 |
| 2026-07-31 21:37 | 2026-07-30 | SKYW | SKYWEST INC | Wooley Greg | Officer | SELL | $108.55 | 17,726 | $1,924,173 | 53,323 |
| 2026-07-30 22:28 | 2026-07-28 | SKYW | SKYWEST INC | Childs Russell A | Director, Officer | SELL | $113.21 | 50,500 | $5,717,342 | 346,190 |
| 2026-07-29 22:47 | 2026-07-27 | AAL | American Airlines Group Inc. | Johnson Stephen L | Officer | SELL | $14.95 | 90,000 | $1,345,311 | 1,998,357 |
| 2026-07-29 20:30 | 2026-07-28 | AAL | American Airlines Group Inc. | Owens Angela | Officer | SELL | $15.34 | 39,168 | $601,017 | 218,876 |
| 2026-07-29 00:28 | 2026-07-24 | UAL | United Airlines Holdings, Inc. | Enqvist Torbjorn J | Officer | SELL | $119.91 | 20,000 | $2,398,200 | 114,800 |
| 2026-07-29 00:28 | 2026-07-28 | UAL | United Airlines Holdings, Inc. | Hart Brett J | Officer | OPT+S | $120.72 | 30,108 | $3,634,638 | 371,583 |
| 2026-07-29 00:28 | 2026-07-28 | UAL | United Airlines Holdings, Inc. | Nocella Andrew P | Officer | SELL | $120.48 | 4,200 | $506,016 | 222,955 |
| 2026-07-22 01:16 | 2026-07-21 | UAL | United Airlines Holdings, Inc. | KIRBY J SCOTT | Director, Officer | OPT+S | $118.05 | 159,321 | $18,807,047 | 797,851 |
| 2026-07-13 20:30 | 2026-07-09 | ULCC | Frontier Group Holdings, Inc. | Group Holdings - Frontier LLC | 10% owner | SELL | $7.20 | 11,700,000 | $84,240,000 | 22,706,526 |
| 2026-06-30 12:06 | 2026-06-26 | RYAAY | RYANAIR HOLDINGS PLC | Hurley John JH | Officer | SELL | $31.24 | 15,000 | $468,600 | 76,025 |
| 2026-06-26 20:30 | 2026-06-24 | AAL | American Airlines Group Inc. | Seymour David | Officer | SELL | $17.45 | 125,799 | $2,195,067 | 969,033 |
| 2026-06-17 22:00 | 2026-06-15 | UAL | United Airlines Holdings, Inc. | KIRBY J SCOTT | Director, Officer | SELL | $121.29 | 49,381 | $5,989,357 | 797,851 |
| 2026-06-09 20:04 | 2026-06-05 | ULCC | Frontier Group Holdings, Inc. | Schuller Steve | Officer | SELL | $6.00 | 10,000 | $60,011 | 97,175 |
| 2026-06-04 20:14 | 2026-06-02 | ULCC | Frontier Group Holdings, Inc. | Clerc Alexandre | Officer | SELL | $5.93 | 5,060 | $30,006 | 47,698 |
| 2026-06-01 22:51 | 2026-05-28 | JBLU | JETBLUE AIRWAYS CORP | Sharma Vivek | Director | SELL | $5.41 | 32,000 | $173,072 | 35,479 |
| 2026-06-01 21:28 | 2026-05-28 | VLRS | Controladora Vuela Compania de Aviacion, S.A.B. de C.V. | Donovan William Dean | Director | SELL | $7.67 | 50,000 | $383,500 | 2,946,050 |
| 2026-05-29 20:50 | 2026-05-27 | VLRS | Controladora Vuela Compania de Aviacion, S.A.B. de C.V. | Donovan William Dean | Director | SELL | $7.54 | 50,000 | $377,000 | 2,996,050 |
| 2026-05-28 20:30 | 2026-05-27 | DAL | DELTA AIR LINES, INC. | BELLEMARE ALAIN | Officer | SELL | $81.44 | 25,000 | $2,036,000 | 95,025 |
| 2026-05-28 22:13 | 2026-05-26 | UAL | United Airlines Holdings, Inc. | Gebo Kate | Officer | SELL | $105.43 | 40,000 | $4,217,072 | 60,393 |
| 2026-05-28 20:30 | 2026-05-26 | DAL | DELTA AIR LINES, INC. | Ausband Allison C | Officer | SELL | $79.95 | 10,000 | $799,500 | 128,854 |
| 2026-05-26 20:30 | 2026-05-21 | DAL | DELTA AIR LINES, INC. | Ausband Allison C | Officer | OPT+S | $75.15 | 14,710 | $1,105,459 | 138,854 |
| 2026-05-26 21:00 | 2026-05-22 | RYAAY | RYANAIR HOLDINGS PLC | McGuinness Jason Paul | Officer | SELL | $27.56 | 9,999 | $275,572 | 14,305 |
| 2026-05-23 00:09 | 2026-05-20 | AERO | Grupo Aeromexico, S.A.B. de C.V. | Murray Aaron James | Officer | SELL | $1.53 | 950,000 | $1,451,505 | 1,618,130 |
| 2026-05-21 21:05 | 2026-05-19 | RYAAY | RYANAIR HOLDINGS PLC | Komorek Juliusz Grzegorz | Officer | OPT+S | $26.01 | 14,053 | $365,519 | 46,264 |
| 2026-05-21 21:04 | 2026-05-19 | RYAAY | RYANAIR HOLDINGS PLC | McCann Tracey | Officer | OPT+S | $26.01 | 8,197 | $213,204 | 38,703 |
| 2026-05-21 21:41 | 2026-05-21 | ULCC | Frontier Group Holdings, Inc. | Wetzel Josh A | Officer | SELL | $4.75 | 13,500 | $64,133 | 12,061 |
| 2026-05-21 21:00 | 2026-05-19 | RYAAY | RYANAIR HOLDINGS PLC | Gruber Andreas | Officer | OPT+S | $26.01 | 13,467 | $350,277 | 20,858 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Air Transportation, Scheduled sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (4512) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Air Transportation, Scheduled
Every transaction in the Air Transportation, Scheduled 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.