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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2020-08-05 23:32 | 2020-08-03 | ALGT | Allegiant Travel Company | DeAngelo Scott Wayne | Officer | SELL | $112.00 | 333 | $37,296 | 4,861 |
| 2020-07-31 03:14 | 2020-07-28 | UAL | United Airlines Holdings, Inc. | SHAPIRO EDWARD | Director | SELL | $33.26 | 157,707 | $5,245,650 | 0 |
| 2020-07-29 00:06 | 2020-07-24 | UAL | United Airlines Holdings, Inc. | SHAPIRO EDWARD | Director | SELL | $33.52 | 25,000 | $838,000 | 157,707 |
| 2020-06-11 23:57 | 2020-06-11 | ALGT | Allegiant Travel Company | Pollard Charles W. | Director | BUY | $104.98 | 1,000 | $104,980 | 10,000 |
| 2020-06-08 20:20 | 2020-06-05 | ALGT | Allegiant Travel Company | REDMOND JOHN | Director, Officer | BUY | $122.89 | 5,000 | $614,469 | 242,375 |
| 2020-06-05 23:41 | 2020-06-03 | ALGT | Allegiant Travel Company | GALLAGHER MAURICE J JR | Director, Officer, 10% owner | SELL | $124.57 | 165,000 | $20,553,621 | 2,619,362 |
| 2020-06-03 00:57 | 2020-05-29 | LUV | SOUTHWEST AIRLINES CO | Watterson Andrew M | Officer | SELL | $32.75 | 210 | $6,878 | 31,032 |
| 2020-06-03 00:53 | 2020-05-29 | LUV | SOUTHWEST AIRLINES CO | Watterson Andrew M | Officer | SELL | $32.55 | 6,036 | $196,485 | 31,242 |
| 2020-06-03 00:49 | 2020-05-29 | LUV | SOUTHWEST AIRLINES CO | Watterson Andrew M | Officer | SELL | $32.18 | 7,558 | $243,186 | 37,278 |
| 2020-06-03 00:36 | 2020-05-29 | LUV | SOUTHWEST AIRLINES CO | Watterson Andrew M | Officer | SELL | $31.85 | 8,275 | $263,550 | 44,836 |
| 2020-06-03 00:36 | 2020-06-01 | SAVE | Spirit Aviation Holdings, Inc. | JOHNSON ROBERT D | Director | SELL | $13.00 | 500 | $6,500 | 10,831 |
| 2020-06-01 23:22 | 2020-05-29 | JBLU | JETBLUE AIRWAYS CORP | Nelson Brandon | Officer | SELL | $9.81 | 3,000 | $29,430 | 2,441 |
| 2020-05-29 23:20 | 2020-05-27 | JBLU | JETBLUE AIRWAYS CORP | Nelson Brandon | Officer | SELL | $10.73 | 1,000 | $10,731 | 5,441 |
| 2020-05-29 00:49 | 2020-05-28 | ALK | Alaska Air Group Inc. | BERRY CHRISTOPHER MICHAEL | BUY | $34.92 | 570 | $19,904 | 5,291 | |
| 2020-05-26 20:48 | 2020-05-22 | ALGT | Allegiant Travel Company | Pollard Charles W. | Director | BUY | $86.00 | 1,000 | $86,000 | 9,000 |
| 2020-05-20 23:42 | 2020-05-18 | ALK | Alaska Air Group Inc. | Fonseca Dhiren R. | Director | SELL | $28.96 | 1,791 | $51,868 | 8,535 |
| 2020-05-09 01:49 | 2020-03-25 | ALGT | Allegiant Travel Company | WILSON ROBERT PAUL III | Officer | SELL | $92.23 | 4,800 | $442,718 | 8,407 |
| 2020-05-06 00:19 | 2020-05-04 | DAL | DELTA AIR LINES, INC. | Taylor David S | Director | BUY | $21.95 | 3,000 | $65,849 | 10,960 |
| 2020-05-05 01:29 | 2020-04-30 | DAL | DELTA AIR LINES, INC. | Samant Rahul D | Officer | SELL | $26.72 | 7,475 | $199,695 | 55,651 |
| 2020-04-28 00:13 | 2020-04-23 | DAL | DELTA AIR LINES, INC. | JACKSON JEANNE P | Director | BUY | $22.72 | 25,510 | $579,585 | 880 |
| 2020-04-28 00:49 | 2020-04-23 | JBLU | JETBLUE AIRWAYS CORP | McClure Teri P | Director | BUY | $8.37 | 500 | $4,185 | 9,395 |
| 2020-04-04 00:07 | 2020-04-01 | LUV | SOUTHWEST AIRLINES CO | BERKSHIRE HATHAWAY INC | 10% owner | SELL | $32.22 | 2,307,749 | $74,344,596 | 51,334,964 |
| 2020-04-04 00:02 | 2020-04-01 | DAL | DELTA AIR LINES, INC. | BERKSHIRE HATHAWAY INC | 10% owner | SELL | $24.19 | 12,986,204 | $314,180,428 | 58,900,759 |
| 2020-03-28 00:28 | 2020-03-27 | ALK | Alaska Air Group Inc. | SANDVIK HELVI KAY | Director | SELL | $31.73 | 421 | $13,367 | 8,977 |
| 2020-03-28 00:28 | 2020-03-23 | ALK | Alaska Air Group Inc. | SANDVIK HELVI KAY | Director | BUY | $23.68 | 421 | $9,974 | 9,398 |
| 2020-03-28 00:10 | 2020-03-25 | ALGT | Allegiant Travel Company | WILSON ROBERT PAUL III | Officer | SELL | $92.23 | 4,800 | $442,718 | 14,397 |
| 2020-03-16 18:58 | 2020-03-13 | SKYW | SKYWEST INC | WELCH JAMES L | Director | BUY | $26.50 | 1,000 | $26,500 | 43,791 |
| 2020-03-16 18:58 | 2020-03-13 | SKYW | SKYWEST INC | SIMMONS ROBERT J | Officer | BUY | $25.64 | 4,000 | $102,552 | 60,141 |
| 2020-03-13 21:49 | 2020-03-13 | ALGT | Allegiant Travel Company | ELLMER GARY | Director | BUY | $108.80 | 490 | $53,312 | 1,490 |
| 2020-03-14 02:29 | 2020-03-13 | SKYW | SKYWEST INC | ALBRECHT W STEVE | Director | BUY | $25.54 | 11,787 | $301,035 | 60,150 |
| 2020-03-14 02:27 | 2020-03-12 | SKYW | SKYWEST INC | ATKIN JERRY C | Director | BUY | $26.73 | 13,500 | $360,910 | 444,301 |
| 2020-03-11 17:22 | 2020-03-10 | SAVE | Spirit Aviation Holdings, Inc. | Canfield Thomas C | Officer | BUY | $20.34 | 2,500 | $50,850 | 59,577 |
| 2020-03-12 03:41 | 2020-03-10 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | ORNSTEIN JONATHAN G | Officer | BUY | $4.90 | 5,000 | $24,500 | 677,602 |
| 2020-03-10 02:51 | 2020-03-09 | SKYW | SKYWEST INC | ALBRECHT W STEVE | Director | BUY | $36.71 | 8,175 | $300,132 | 48,363 |
| 2020-03-10 02:52 | 2020-03-09 | SKYW | SKYWEST INC | ATKIN JERRY C | Director | BUY | $37.90 | 15,500 | $587,390 | 430,801 |
| 2020-03-07 00:32 | 2020-03-04 | JBLU | JETBLUE AIRWAYS CORP | Geraghty Joanna | Officer | SELL | $15.00 | 2,531 | $37,965 | 163,898 |
| 2020-03-05 00:08 | 2020-03-02 | SAVE | Spirit Aviation Holdings, Inc. | JOHNSON ROBERT D | Director | SELL | $28.36 | 500 | $14,180 | 11,331 |
| 2020-03-05 03:07 | 2020-03-02 | JBLU | JETBLUE AIRWAYS CORP | Geraghty Joanna | Officer | SELL | $14.98 | 12,655 | $189,572 | 166,429 |
| 2020-03-04 01:23 | 2020-02-28 | AAL | American Airlines Group Inc. | EMBLER MICHAEL J | Director | BUY | $19.33 | 4,000 | $77,312 | 34,969 |
| 2020-03-04 01:22 | 2020-02-28 | AAL | American Airlines Group Inc. | CAHILL JOHN T | Director | BUY | $18.97 | 25,000 | $474,125 | 50,000 |
| 2020-03-03 00:30 | 2020-02-27 | DAL | DELTA AIR LINES, INC. | Taylor David S | Director | BUY | $46.26 | 1,000 | $46,260 | 7,960 |
| 2020-03-02 17:13 | 2020-02-28 | ALGT | Allegiant Travel Company | REDMOND JOHN | Director, Officer | BUY | $129.50 | 4,000 | $518,000 | 237,375 |
| 2020-03-03 02:48 | 2020-02-27 | DAL | DELTA AIR LINES, INC. | BERKSHIRE HATHAWAY INC | 10% owner | BUY | $46.40 | 976,507 | $45,308,460 | 71,886,963 |
| 2020-02-28 19:25 | 2020-02-27 | ALGT | Allegiant Travel Company | REDMOND JOHN | Director, Officer | BUY | $139.95 | 7,000 | $979,650 | 233,375 |
| 2020-02-27 00:30 | 2020-02-24 | DAL | DELTA AIR LINES, INC. | Taylor David S | Director | BUY | $52.49 | 4,000 | $209,974 | 6,960 |
| 2020-02-26 01:00 | 2020-02-24 | AAL | American Airlines Group Inc. | CAHILL JOHN T | Director | BUY | $25.14 | 25,000 | $628,378 | 25,000 |
| 2020-02-26 03:01 | 2020-02-03 | JBLU | JETBLUE AIRWAYS CORP | Nelson Brandon | Officer | OPT+S | $20.01 | 800 | $16,006 | 400 |
| 2020-02-13 18:19 | 2020-02-11 | SAVE | Spirit Aviation Holdings, Inc. | RICHARDS CHRISTINE P | Director | BUY | $43.24 | 5,000 | $216,200 | 9,314 |
| 2020-02-12 00:21 | 2020-02-10 | JBLU | JETBLUE AIRWAYS CORP | Hayes Robin | Director, Officer | SELL | $19.90 | 2,500 | $49,750 | 457,875 |
| 2020-02-11 00:35 | 2020-02-07 | DAL | DELTA AIR LINES, INC. | Carroll William C | Officer | SELL | $57.83 | 2,874 | $166,203 | 24,678 |
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.