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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2021-06-09 23:30 | 2021-06-07 | JBLU | JETBLUE AIRWAYS CORP | Hayes Robin | Director, Officer | SELL | $19.10 | 1,000 | $19,100 | 566,836 |
| 2021-06-04 00:59 | 2021-06-01 | SNCY | Sun Country Airlines Holdings, Inc. | SCA Horus Holdings, LLC | Director, 10% owner | SELL | $33.12 | 1,087,500 | $36,018,000 | 32,562,520 |
| 2021-06-03 23:02 | 2021-06-01 | SAVE | Spirit Aviation Holdings, Inc. | JOHNSON ROBERT D | Director | SELL | $35.95 | 500 | $17,975 | 14,600 |
| 2021-06-02 00:28 | 2021-06-01 | ALK | Alaska Air Group Inc. | TILDEN BRADLEY D | Officer | SELL | $69.85 | 6,500 | $454,017 | 118,027 |
| 2021-05-28 00:56 | 2021-05-25 | JBLU | JETBLUE AIRWAYS CORP | Priest Stephen J | Officer | SELL | $20.62 | 7,692 | $158,571 | 44,108 |
| 2021-05-28 00:54 | 2021-05-25 | JBLU | JETBLUE AIRWAYS CORP | Chatkewitz Alexander | Officer | SELL | $20.77 | 5,172 | $107,422 | 11,983 |
| 2021-05-26 00:14 | 2021-05-24 | SNCY | Sun Country Airlines Holdings, Inc. | SCA Horus Holdings, LLC | Director, 10% owner | SELL | $33.12 | 7,250,000 | $240,120,000 | 33,650,020 |
| 2021-05-22 03:30 | 2021-05-19 | DAL | DELTA AIR LINES, INC. | HUERTA MICHAEL P | Director | BUY | $46.08 | 500 | $23,039 | 16,015 |
| 2021-05-21 16:19 | 2021-05-19 | JBLU | JETBLUE AIRWAYS CORP | Priest Stephen J | Officer | SELL | $19.92 | 10,059 | $200,325 | 51,800 |
| 2021-05-17 19:21 | 2021-05-14 | ALK | Alaska Air Group Inc. | SCHNEIDER ANDREA L | Officer | SELL | $70.00 | 2,100 | $147,000 | 12,139 |
| 2021-05-17 23:49 | 2021-05-14 | ALK | Alaska Air Group Inc. | TILDEN BRADLEY D | Officer | SELL | $69.75 | 8,266 | $576,591 | 124,527 |
| 2021-05-12 01:56 | 2021-05-07 | ALK | Alaska Air Group Inc. | TILDEN BRADLEY D | Officer | SELL | $68.09 | 10,800 | $735,394 | 132,793 |
| 2021-05-04 18:58 | 2021-05-03 | JBLU | JETBLUE AIRWAYS CORP | Laurence Scott M | Officer | SELL | $20.35 | 228 | $4,640 | 0 |
| 2021-05-04 00:14 | 2021-04-29 | ALK | Alaska Air Group Inc. | HARRISON ANDREW R | Officer | SELL | $68.96 | 5,800 | $399,996 | 12,999 |
| 2021-05-04 01:56 | 2021-04-30 | ALK | Alaska Air Group Inc. | TILDEN BRADLEY D | Officer | SELL | $69.42 | 4,200 | $291,568 | 143,593 |
| 2021-04-27 00:21 | 2021-04-23 | ALK | Alaska Air Group Inc. | TILDEN BRADLEY D | Officer | OPT+S | $69.12 | 33,796 | $2,335,919 | 157,793 |
| 2021-04-14 23:34 | 2021-04-13 | JBLU | JETBLUE AIRWAYS CORP | Laurence Scott M | Officer | SELL | $20.30 | 1,078 | $21,883 | 0 |
| 2021-04-07 00:15 | 2021-04-06 | ULCC | Frontier Group Holdings, Inc. | Pineda Patricia Salas | Director | SELL | $19.00 | 2,694 | $51,186 | 51,190 |
| 2021-04-07 00:14 | 2021-04-06 | ULCC | Frontier Group Holdings, Inc. | Dempsey James G. | Officer | SELL | $19.00 | 97,447 | $1,851,493 | 21,394 |
| 2021-04-07 00:13 | 2021-04-06 | ULCC | Frontier Group Holdings, Inc. | Filene Jacob F. | Officer | SELL | $19.00 | 5,887 | $111,853 | 75,661 |
| 2021-04-07 00:13 | 2021-04-06 | ULCC | Frontier Group Holdings, Inc. | Indigo Frontier Holdings Company, LLC | 10% owner | SELL | $19.00 | 18,765,966 | $356,553,354 | 178,834,034 |
| 2021-04-07 00:12 | 2021-04-06 | ULCC | Frontier Group Holdings, Inc. | Shurz Daniel M. | Officer | SELL | $19.00 | 47,267 | $898,073 | 18,202 |
| 2021-04-07 00:11 | 2021-04-06 | ULCC | Frontier Group Holdings, Inc. | Connor Josh T. | Director | SELL | $19.00 | 6,672 | $126,768 | 102,312 |
| 2021-04-07 00:11 | 2021-04-06 | ULCC | Frontier Group Holdings, Inc. | FRANKE WILLIAM A | Director, 10% owner | SELL | $19.00 | 18,765,966 | $356,553,354 | 178,834,034 |
| 2021-04-07 00:10 | 2021-04-06 | ULCC | Frontier Group Holdings, Inc. | Mitchell Mark Christopher | Officer | SELL | $19.00 | 21,503 | $408,557 | 12,844 |
| 2021-04-07 00:10 | 2021-04-06 | ULCC | Frontier Group Holdings, Inc. | Diamond Howard | Officer | SELL | $19.00 | 49,006 | $931,114 | 21,394 |
| 2021-04-07 00:10 | 2021-04-06 | ULCC | Frontier Group Holdings, Inc. | Genise Robert J. | Director | SELL | $19.00 | 24,093 | $457,767 | 326,191 |
| 2021-04-07 00:12 | 2021-04-06 | ULCC | Frontier Group Holdings, Inc. | Biffle Barry | Director, Officer | SELL | $19.00 | 320,246 | $6,084,674 | 66,652 |
| 2021-03-27 02:07 | 2021-03-25 | ALK | Alaska Air Group Inc. | MINICUCCI BENITO | Officer | OPT+S | $66.82 | 14,402 | $962,288 | 91,909 |
| 2021-03-23 23:05 | 2021-03-19 | SNCY | Sun Country Airlines Holdings, Inc. | SCA Horus Holdings, LLC | Director, 10% owner | SELL | $22.56 | 4,432,620 | $99,999,907 | 40,900,020 |
| 2021-03-23 00:02 | 2021-03-19 | SNCY | Sun Country Airlines Holdings, Inc. | Philipovitch Kerry | Director | BUY | $24.00 | 2,250 | $54,000 | 5,139 |
| 2021-03-23 00:02 | 2021-03-19 | SNCY | Sun Country Airlines Holdings, Inc. | Zuazua Juan Carlos | Director | BUY | $24.00 | 1,000 | $24,000 | 1,000 |
| 2021-03-16 23:54 | 2021-03-12 | SKYW | SKYWEST INC | Childs Russell A | Director, Officer | SELL | $59.67 | 17,000 | $1,014,450 | 155,857 |
| 2021-03-17 01:50 | 2021-03-15 | LUV | SOUTHWEST AIRLINES CO | MONTFORD JOHN T | Director | SELL | $61.85 | 500 | $30,925 | 22,332 |
| 2021-03-16 04:42 | 2021-03-12 | ALK | Alaska Air Group Inc. | TILDEN BRADLEY D | Officer | OPT+S | $66.82 | 23,360 | $1,560,817 | 157,793 |
| 2021-03-13 00:05 | 2021-02-19 | ALGT | Allegiant Travel Company | WILSON ROBERT PAUL III | Officer | SELL | $249.69 | 950 | $237,210 | 14,378 |
| 2021-03-13 04:00 | 2021-03-10 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | GILLMAN BRIAN S | Officer | SELL | $16.28 | 5,000 | $81,400 | 30,000 |
| 2021-03-13 04:00 | 2021-03-11 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | ORNSTEIN JONATHAN G | Officer | SELL | $16.88 | 25,000 | $422,000 | 500,000 |
| 2021-03-13 03:14 | 2021-03-11 | UAL | United Airlines Holdings, Inc. | Nocella Andrew P | Officer | SELL | $54.56 | 11,000 | $600,160 | 11,024 |
| 2021-03-13 03:12 | 2021-03-11 | UAL | United Airlines Holdings, Inc. | Roitman Jonathan | Officer | SELL | $53.78 | 5,000 | $268,900 | 3,760 |
| 2021-03-12 04:00 | 2021-03-09 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | SKIADOS SPYRIDON | Director | SELL | $14.64 | 10,300 | $150,792 | 32,832 |
| 2021-03-12 04:00 | 2021-03-09 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | Schiller Harvey W | Director | SELL | $15.38 | 5,000 | $76,900 | 34,086 |
| 2021-03-12 02:30 | 2021-03-09 | UAL | United Airlines Holdings, Inc. | LADERMAN GERALD | Officer | SELL | $54.00 | 10,000 | $540,000 | 51,199 |
| 2021-03-11 01:29 | 2021-03-08 | SKYW | SKYWEST INC | Childs Russell A | Director, Officer | OPT+S | $58.21 | 41,020 | $2,387,610 | 172,857 |
| 2021-03-11 04:00 | 2021-03-08 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | GORDON MITCHELL I | Director | SELL | $14.68 | 15,500 | $227,515 | 51,932 |
| 2021-03-10 04:07 | 2021-03-08 | ALK | Alaska Air Group Inc. | LEVINE KYLE B | Officer | SELL | $68.00 | 2,000 | $136,000 | 7,699 |
| 2021-03-10 04:00 | 2021-03-09 | ALK | Alaska Air Group Inc. | TACKETT SHANE R | Officer | SELL | $67.22 | 3,000 | $201,671 | 7,862 |
| 2021-03-10 02:35 | 2021-03-08 | LUV | SOUTHWEST AIRLINES CO | Jordan Robert E | Officer | SELL | $59.98 | 28,795 | $1,727,196 | 141,296 |
| 2021-03-10 04:07 | 2021-03-08 | ALK | Alaska Air Group Inc. | THOMPSON J KENNETH | Director | SELL | $68.66 | 2,500 | $171,647 | 34,995 |
| 2021-03-09 23:44 | 2021-03-08 | JBLU | JETBLUE AIRWAYS CORP | Gambale Virginia | Director | SELL | $20.29 | 6,849 | $138,966 | 0 |
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.