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Sector Analysis

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
2021-10-18 21:13 2021-10-15 JBLU JETBLUE AIRWAYS CORP Hayes Robin Director, Officer SELL $15.71 1,000 $15,710 557,536
2021-10-14 23:05 2021-10-12 ULCC Frontier Group Holdings, Inc. Filene Jacob F. Officer SELL $16.56 2,000 $33,125 89,594
2021-10-09 04:04 2021-10-06 SNCY Sun Country Airlines Holdings, Inc. Davis Brian Edward Officer OPT+S $35.29 3,000 $105,862 1,337
2021-10-06 22:54 2021-10-05 SNCY Sun Country Airlines Holdings, Inc. Davis Brian Edward Officer OPT+S $36.28 5,063 $183,661 1,337
2021-10-06 22:53 2021-10-05 SNCY Sun Country Airlines Holdings, Inc. Gyurci John Officer OPT+S $36.21 7,953 $288,004 1,035
2021-10-06 23:05 2021-10-05 ULCC Frontier Group Holdings, Inc. Filene Jacob F. Officer SELL $17.19 2,000 $34,389 91,594
2021-10-06 23:05 2021-10-04 ULCC Frontier Group Holdings, Inc. Mitchell Mark Christopher Officer OPT+S $16.43 74,694 $1,227,230 12,844
2021-10-05 23:01 2021-10-01 JBLU JETBLUE AIRWAYS CORP Hayes Robin Director, Officer SELL $15.70 1,000 $15,700 558,686
2021-10-05 00:07 2021-10-01 ALK Alaska Air Group Inc. TILDEN BRADLEY D Officer SELL $60.74 4,875 $296,098 98,527
2021-10-01 00:20 2021-09-29 SNCY Sun Country Airlines Holdings, Inc. Davis Brian Edward Officer OPT+S $33.23 3,000 $99,689 1,337
2021-09-30 23:05 2021-09-28 ULCC Frontier Group Holdings, Inc. Filene Jacob F. Officer SELL $16.78 2,000 $33,560 93,594
2021-09-30 03:07 2021-09-27 SNCY Sun Country Airlines Holdings, Inc. Mader Jeffrey Officer OPT+S $36.05 39,339 $1,418,171 1,337
2021-09-30 03:07 2021-09-27 SNCY Sun Country Airlines Holdings, Inc. Gyurci John Officer OPT+S $36.50 3,445 $125,743 1,035
2021-09-30 03:06 2021-09-27 SNCY Sun Country Airlines Holdings, Inc. Davis Brian Edward Officer OPT+S $36.55 806 $29,459 1,337
2021-09-29 04:06 2021-09-24 SNCY Sun Country Airlines Holdings, Inc. Davis Brian Edward Officer OPT+S $36.00 131 $4,716 1,337
2021-09-29 04:05 2021-09-24 SNCY Sun Country Airlines Holdings, Inc. Mader Jeffrey Officer OPT+S $36.00 7,206 $259,421 1,337
2021-09-29 04:02 2021-09-24 SNCY Sun Country Airlines Holdings, Inc. Whitney Grant Officer OPT+S $35.86 7,947 $284,967 1,337
2021-09-29 04:00 2021-09-24 SNCY Sun Country Airlines Holdings, Inc. Gyurci John Officer OPT+S $36.00 239 $8,604 1,035
2021-09-25 00:06 2021-09-22 SNCY Sun Country Airlines Holdings, Inc. Davis Brian Edward Officer OPT+S $34.06 3,000 $102,190 1,337
2021-09-24 23:59 2021-09-23 SNCY Sun Country Airlines Holdings, Inc. Whitney Grant Officer OPT+S $35.51 983 $34,902 1,337
2021-09-25 00:04 2021-09-23 SNCY Sun Country Airlines Holdings, Inc. DAVIS DAVID M Director, Officer OPT+S $35.05 72,530 $2,542,133 0
2021-09-23 04:46 2021-09-20 SNCY Sun Country Airlines Holdings, Inc. Trousdale William Officer OPT+S $32.92 30,000 $987,747 1,127
2021-09-22 01:14 2021-09-13 SNCY Sun Country Airlines Holdings, Inc. Whitney Grant Officer OPT+S $31.00 4,000 $124,016 0
2021-09-22 03:33 2021-09-17 SNCY Sun Country Airlines Holdings, Inc. DAVIS DAVID M Director, Officer OPT+S $35.00 27,030 $946,174 0
2021-09-22 01:14 2021-09-13 SNCY Sun Country Airlines Holdings, Inc. DAVIS DAVID M Director, Officer OPT+S $31.00 99,560 $3,086,599 0
2021-09-17 20:25 2021-09-15 JBLU JETBLUE AIRWAYS CORP Hayes Robin Director, Officer SELL $14.78 1,000 $14,780 559,686
2021-09-17 01:30 2021-09-14 UAL United Airlines Holdings, Inc. Roitman Jonathan Officer OPT+S $43.94 3,760 $165,218 0
2021-09-15 23:28 2021-09-13 ALGT Allegiant Travel Company DeAngelo Scott Wayne Officer SELL $190.35 616 $117,255 13,532
2021-09-15 23:13 2021-09-13 ALGT Allegiant Travel Company WILSON ROBERT PAUL III Officer SELL $190.35 693 $131,912 19,192
2021-09-11 02:00 2021-09-10 UAL United Airlines Holdings, Inc. Hart Brett J Officer SELL $45.14 77,777 $3,510,776 35,076
2021-09-03 23:01 2021-09-01 SAVE Spirit Aviation Holdings, Inc. JOHNSON ROBERT D Director SELL $24.72 500 $12,360 14,100
2021-09-02 23:30 2021-08-31 DAL DELTA AIR LINES, INC. Laughter John E Officer BUY $40.22 1,250 $50,269 25,410
2021-09-02 21:23 2021-09-01 JBLU JETBLUE AIRWAYS CORP Hayes Robin Director, Officer SELL $15.21 1,000 $15,210 560,686
2021-09-02 01:35 2021-09-01 ALK Alaska Air Group Inc. TILDEN BRADLEY D Officer SELL $57.08 4,875 $278,268 103,402
2021-08-24 23:09 2021-08-20 SAVE Spirit Aviation Holdings, Inc. Wiggins Rocky Officer SELL $22.95 3,000 $68,850 30,880
2021-08-20 23:39 2021-08-18 ALGT Allegiant Travel Company Anderson Gregory Clark Officer SELL $187.21 1,767 $330,805 35,941
2021-08-20 23:33 2021-08-18 ALGT Allegiant Travel Company Sheldon Scott Officer SELL $187.21 1,946 $364,316 38,023
2021-08-17 21:40 2021-08-16 JBLU JETBLUE AIRWAYS CORP Hayes Robin Director, Officer SELL $15.14 1,000 $15,140 561,686
2021-08-05 23:49 2021-08-03 DAL DELTA AIR LINES, INC. Taylor David S Director BUY $39.30 5,000 $196,485 28,580
2021-08-04 18:25 2021-08-02 JBLU JETBLUE AIRWAYS CORP Hayes Robin Director, Officer SELL $14.86 1,000 $14,860 562,686
2021-08-03 23:07 2021-08-02 SAVE Spirit Aviation Holdings, Inc. RICHARDS CHRISTINE P Director BUY $27.24 5,000 $136,200 19,083
2021-08-04 00:49 2021-08-02 ALK Alaska Air Group Inc. TILDEN BRADLEY D Officer SELL $58.72 4,875 $286,237 108,277
2021-07-27 01:21 2021-07-26 ALK Alaska Air Group Inc. SCHNEIDER ANDREA L Officer OPT+S $59.36 40 $2,374 12,139
2021-07-22 01:13 2021-07-19 DAL DELTA AIR LINES, INC. Taylor David S Director BUY $38.25 3,000 $114,750 23,580
2021-07-16 23:33 2021-07-15 JBLU JETBLUE AIRWAYS CORP Hayes Robin Director, Officer SELL $15.53 1,000 $15,530 563,686
2021-07-03 00:56 2021-07-01 ALK Alaska Air Group Inc. TILDEN BRADLEY D Officer SELL $60.60 4,875 $295,428 113,152
2021-07-03 01:08 2021-07-01 JBLU JETBLUE AIRWAYS CORP Hayes Robin Director, Officer SELL $16.92 1,000 $16,920 564,836
2021-06-29 02:13 2021-06-25 JBLU JETBLUE AIRWAYS CORP Laurence Scott M Officer OPT+S $17.38 1,789 $31,093 0
2021-06-17 02:00 2021-06-15 JBLU JETBLUE AIRWAYS CORP Hayes Robin Director, Officer SELL $18.26 1,000 $18,260 565,836
2021-06-10 02:42 2021-06-08 ALK Alaska Air Group Inc. KNIGHT JESSIE J JR Director BUY $66.26 1,200 $79,511 4,987
SHOW ENTRIES

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.