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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2021-02-10 00:55 | 2021-02-08 | ALGT | Allegiant Travel Company | Anderson Gregory Clark | Officer | SELL | $212.02 | 412 | $87,352 | 29,383 |
| 2021-02-10 00:27 | 2021-02-05 | ALGT | Allegiant Travel Company | GALLAGHER MAURICE J JR | Director, Officer, 10% owner | SELL | $213.45 | 100,886 | $21,534,278 | 2,180,741 |
| 2021-02-10 00:33 | 2021-02-08 | ALGT | Allegiant Travel Company | REDMOND JOHN | Director, Officer | SELL | $212.02 | 885 | $187,638 | 241,490 |
| 2021-02-06 00:41 | 2021-02-05 | ALGT | Allegiant Travel Company | ELLMER GARY | Director | SELL | $220.10 | 450 | $99,045 | 1,715 |
| 2021-02-06 00:37 | 2021-02-05 | ALGT | Allegiant Travel Company | Marvin Linda A | Director | SELL | $214.52 | 1,000 | $214,520 | 7,000 |
| 2021-02-06 00:34 | 2021-02-05 | ALGT | Allegiant Travel Company | Anderson Gregory Clark | Officer | SELL | $216.11 | 3,270 | $706,680 | 29,795 |
| 2021-02-05 00:15 | 2021-02-02 | DAL | DELTA AIR LINES, INC. | Carroll William C | Officer | SELL | $38.55 | 2,689 | $103,661 | 19,481 |
| 2020-12-30 03:14 | 2020-12-28 | ALK | Alaska Air Group Inc. | MINICUCCI BENITO | Officer | SELL | $52.95 | 10,000 | $529,500 | 95,908 |
| 2020-12-18 00:06 | 2020-12-17 | SAVE | Spirit Aviation Holdings, Inc. | Gardner H. McIntyre | Director | SELL | $26.21 | 5,000 | $131,050 | 25,876 |
| 2020-12-18 02:28 | 2020-12-16 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | GORDON MITCHELL I | Director | SELL | $6.91 | 5,700 | $39,387 | 51,730 |
| 2020-12-18 02:57 | 2020-12-16 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | GILLMAN BRIAN S | Officer | SELL | $6.92 | 5,000 | $34,600 | 85,685 |
| 2020-12-18 00:23 | 2020-12-15 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | ORNSTEIN JONATHAN G | Officer | SELL | $6.95 | 84,858 | $590,103 | 709,828 |
| 2020-12-17 01:24 | 2020-12-14 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | Schiller Harvey W | Director | SELL | $6.68 | 10,000 | $66,800 | 47,430 |
| 2020-12-17 02:34 | 2020-12-14 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | GILLMAN BRIAN S | Officer | SELL | $6.87 | 20,000 | $137,400 | 90,685 |
| 2020-12-10 03:05 | 2020-12-08 | UAL | United Airlines Holdings, Inc. | HOOPER MICHELE J | Director | BUY | $49.00 | 1,900 | $93,091 | 3,042 |
| 2020-12-05 05:00 | 2020-12-04 | ALK | Alaska Air Group Inc. | BERRY CHRISTOPHER MICHAEL | SELL | $54.05 | 630 | $34,052 | 4,703 | |
| 2020-12-01 01:35 | 2020-11-20 | ALK | Alaska Air Group Inc. | KNIGHT JESSIE J JR | Director | BUY | $47.35 | 855 | $40,483 | 2,221 |
| 2020-11-28 01:35 | 2020-11-25 | UAL | United Airlines Holdings, Inc. | Gebo Kate | Officer | SELL | $45.46 | 5,870 | $266,865 | 8,602 |
| 2020-11-26 00:04 | 2020-11-24 | ALGT | Allegiant Travel Company | Marvin Linda A | Director | SELL | $168.86 | 1,000 | $168,858 | 8,000 |
| 2020-11-21 01:03 | 2020-11-18 | ALGT | Allegiant Travel Company | GALLAGHER MAURICE J JR | Director, Officer, 10% owner | SELL | $157.73 | 100,000 | $15,773,050 | 2,273,362 |
| 2020-11-21 03:09 | 2020-11-20 | UAL | United Airlines Holdings, Inc. | KIRBY J SCOTT | Director, Officer | SELL | $40.15 | 50,306 | $2,019,987 | 90,367 |
| 2020-11-21 03:02 | 2020-11-20 | UAL | United Airlines Holdings, Inc. | Roitman Jonathan | Officer | SELL | $39.84 | 3,000 | $119,505 | 2,716 |
| 2020-11-21 03:02 | 2020-11-20 | UAL | United Airlines Holdings, Inc. | Jojo Linda P | Officer | SELL | $40.00 | 20,000 | $800,000 | 8,743 |
| 2020-11-21 03:02 | 2020-11-20 | UAL | United Airlines Holdings, Inc. | MUNOZ OSCAR | Director, Officer | SELL | $40.24 | 115,227 | $4,636,734 | 135,713 |
| 2020-11-21 02:57 | 2020-11-20 | UAL | United Airlines Holdings, Inc. | LADERMAN GERALD | Officer | SELL | $40.44 | 10,000 | $404,400 | 53,205 |
| 2020-11-21 02:54 | 2020-11-20 | UAL | United Airlines Holdings, Inc. | Nocella Andrew P | Officer | SELL | $39.87 | 25,000 | $996,750 | 14,739 |
| 2020-11-20 01:36 | 2020-11-18 | LUV | SOUTHWEST AIRLINES CO | Wells Gregory D | Officer | SELL | $46.80 | 15,166 | $709,790 | 42,567 |
| 2020-11-14 00:28 | 2020-11-13 | ALGT | Allegiant Travel Company | DeAngelo Scott Wayne | Officer | SELL | $150.91 | 1,796 | $271,040 | 10,515 |
| 2020-11-12 15:30 | 2020-11-09 | DAL | DELTA AIR LINES, INC. | Smith Joanne D | Officer | SELL | $36.81 | 13,532 | $498,045 | 102,471 |
| 2020-11-12 15:30 | 2020-11-09 | DAL | DELTA AIR LINES, INC. | Jacobson Paul A | Officer | SELL | $35.84 | 125,000 | $4,480,000 | 303,478 |
| 2020-11-12 15:30 | 2020-11-09 | DAL | DELTA AIR LINES, INC. | HAUENSTEIN GLEN W | Officer | SELL | $36.90 | 51,955 | $1,917,243 | 264,393 |
| 2020-11-07 00:09 | 2020-11-05 | ALGT | Allegiant Travel Company | Anderson Gregory Clark | Officer | SELL | $136.46 | 3,850 | $525,361 | 33,173 |
| 2020-11-04 02:14 | 2020-11-02 | ALK | Alaska Air Group Inc. | TACKETT SHANE R | Officer | SELL | $38.22 | 2,500 | $95,550 | 8,674 |
| 2020-10-26 23:30 | 2020-10-22 | DAL | DELTA AIR LINES, INC. | Bastian Edward H | Director, Officer | SELL | $33.58 | 65,000 | $2,182,700 | 341,060 |
| 2020-09-19 01:19 | 2020-09-16 | JBLU | JETBLUE AIRWAYS CORP | Sundaram Easwaran | Officer | SELL | $12.93 | 31,824 | $411,475 | 90,095 |
| 2020-09-04 01:42 | 2020-09-01 | ALK | Alaska Air Group Inc. | SPRAGUE JOSEPH A | Officer | OPT+S | $39.04 | 4,570 | $178,418 | 13,254 |
| 2020-08-31 23:30 | 2020-08-28 | DAL | DELTA AIR LINES, INC. | Jacobson Paul A | Officer | SELL | $31.70 | 25,000 | $792,500 | 428,478 |
| 2020-08-29 00:18 | 2020-08-28 | ALGT | Allegiant Travel Company | GALLAGHER MAURICE J JR | Director, Officer, 10% owner | SELL | $133.41 | 100,000 | $13,341,490 | 2,369,362 |
| 2020-08-21 19:36 | 2020-08-20 | ALGT | Allegiant Travel Company | Pollard Charles W. | Director | BUY | $115.00 | 1,000 | $115,000 | 14,000 |
| 2020-08-18 19:05 | 2020-08-17 | ALGT | Allegiant Travel Company | Pollard Charles W. | Director | BUY | $115.00 | 1,000 | $115,000 | 13,000 |
| 2020-08-17 23:30 | 2020-08-14 | DAL | DELTA AIR LINES, INC. | Sear Steven M | Officer | SELL | $28.98 | 14,127 | $409,400 | 83,938 |
| 2020-08-12 23:30 | 2020-08-10 | DAL | DELTA AIR LINES, INC. | Jacobson Paul A | Officer | SELL | $29.00 | 18,000 | $522,002 | 453,478 |
| 2020-08-12 23:43 | 2020-08-12 | ALGT | Allegiant Travel Company | Pollard Charles W. | Director | BUY | $120.00 | 1,000 | $120,000 | 12,000 |
| 2020-08-12 23:37 | 2020-08-10 | ALGT | Allegiant Travel Company | GALLAGHER MAURICE J JR | Director, Officer, 10% owner | SELL | $121.52 | 150,000 | $18,228,705 | 2,469,362 |
| 2020-08-11 01:56 | 2020-08-10 | ALK | Alaska Air Group Inc. | HARRISON ANDREW R | Officer | SELL | $39.02 | 2,500 | $97,547 | 20,005 |
| 2020-08-10 20:46 | 2020-08-06 | JBLU | JETBLUE AIRWAYS CORP | Laurence Scott M | Officer | SELL | $10.81 | 8,409 | $90,866 | 0 |
| 2020-08-07 23:37 | 2020-08-06 | ALGT | Allegiant Travel Company | ELLMER GARY | Director | SELL | $120.00 | 325 | $39,000 | 2,165 |
| 2020-08-07 01:08 | 2020-08-06 | ALGT | Allegiant Travel Company | Anderson Gregory Clark | Officer | SELL | $118.00 | 1,750 | $206,491 | 20,138 |
| 2020-08-07 00:02 | 2020-08-05 | ALGT | Allegiant Travel Company | WILSON ROBERT PAUL III | Officer | SELL | $114.42 | 1,076 | $123,118 | 7,331 |
| 2020-08-06 23:55 | 2020-08-05 | ALGT | Allegiant Travel Company | Anderson Gregory Clark | Officer | SELL | $114.42 | 1,819 | $208,134 | 21,888 |
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.