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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2020-02-08 04:42 | 2020-02-05 | DAL | DELTA AIR LINES, INC. | West W Gilbert | Officer | SELL | $59.18 | 8,700 | $514,875 | 57,834 |
| 2020-02-06 05:06 | 2019-05-24 | SKYW | SKYWEST INC | ATKIN JERRY C | Director | SELL | $59.45 | 33,642 | $2,000,017 | 379,639 |
| 2020-02-04 01:46 | 2020-01-30 | JBLU | JETBLUE AIRWAYS CORP | Priest Stephen J | Officer | SELL | $20.03 | 2,427 | $48,622 | 17,286 |
| 2020-01-31 00:30 | 2020-01-28 | DAL | DELTA AIR LINES, INC. | HUERTA MICHAEL P | Director | BUY | $57.38 | 1,025 | $58,817 | 9,825 |
| 2020-01-14 01:05 | 2020-01-10 | JBLU | JETBLUE AIRWAYS CORP | Hayes Robin | Director, Officer | SELL | $18.79 | 2,500 | $46,975 | 460,725 |
| 2020-01-07 01:28 | 2019-01-02 | JBLU | JETBLUE AIRWAYS CORP | Priest Stephen J | Officer | SELL | $19.00 | 500 | $9,500 | 19,713 |
| 2019-12-19 00:21 | 2019-12-16 | SAVE | Spirit Aviation Holdings, Inc. | McMenamy Brian J. | Officer | SELL | $39.35 | 6,456 | $254,044 | 10,590 |
| 2019-12-13 00:47 | 2019-12-10 | JBLU | JETBLUE AIRWAYS CORP | Hayes Robin | Director, Officer | SELL | $18.91 | 2,500 | $47,275 | 463,225 |
| 2019-12-04 00:30 | 2019-12-02 | SAVE | Spirit Aviation Holdings, Inc. | JOHNSON ROBERT D | Director | SELL | $39.88 | 500 | $19,940 | 8,816 |
| 2019-12-04 01:10 | 2019-11-29 | JBLU | JETBLUE AIRWAYS CORP | Priest Stephen J | Officer | SELL | $19.24 | 500 | $9,620 | 20,213 |
| 2019-12-03 00:35 | 2019-11-27 | UAL | United Airlines Holdings, Inc. | Corvi Carolyn | Director | OPT+S | $93.06 | 1,013 | $94,270 | 14,751 |
| 2019-11-14 00:30 | 2019-11-12 | DAL | DELTA AIR LINES, INC. | Bastian Edward H | Director, Officer | SELL | $57.55 | 30,236 | $1,740,082 | 323,955 |
| 2019-11-14 00:32 | 2019-11-11 | JBLU | JETBLUE AIRWAYS CORP | Hayes Robin | Director, Officer | SELL | $19.62 | 2,500 | $49,050 | 465,725 |
| 2019-11-07 00:21 | 2019-11-05 | JBLU | JETBLUE AIRWAYS CORP | Nelson Brandon | Officer | SELL | $19.47 | 2,000 | $38,940 | 229 |
| 2019-11-06 03:21 | 2019-11-04 | ALK | Alaska Air Group Inc. | SCHNEIDER ANDREA L | Officer | SELL | $70.28 | 1,450 | $101,911 | 10,268 |
| 2019-11-05 05:19 | 2019-10-31 | JBLU | JETBLUE AIRWAYS CORP | Priest Stephen J | Officer | SELL | $19.28 | 1,810 | $34,897 | 20,540 |
| 2019-10-31 01:49 | 2019-10-28 | ALK | Alaska Air Group Inc. | TACKETT SHANE R | Officer | OPT+S | $69.95 | 1,500 | $104,932 | 7,735 |
| 2019-10-31 01:49 | 2019-10-28 | ALK | Alaska Air Group Inc. | PEDERSEN BRANDON | Officer | OPT+S | $71.00 | 3,830 | $271,914 | 20,000 |
| 2019-10-30 23:45 | 2019-10-28 | UAL | United Airlines Holdings, Inc. | Corvi Carolyn | Director | OPT+S | $91.83 | 1,016 | $93,299 | 13,796 |
| 2019-10-30 00:22 | 2019-10-25 | ALGT | Allegiant Travel Company | GALLAGHER MAURICE J JR | Director, Officer, 10% owner | SELL | $164.40 | 75,000 | $12,329,633 | 2,775,176 |
| 2019-10-29 00:06 | 2019-10-28 | AAL | American Airlines Group Inc. | ALBAUGH JAMES F | Director | BUY | $31.41 | 10,000 | $314,070 | 36,091 |
| 2019-10-29 00:40 | 2019-10-24 | JBLU | JETBLUE AIRWAYS CORP | Priest Stephen J | Officer | SELL | $19.00 | 1,000 | $19,000 | 22,350 |
| 2019-10-15 17:37 | 2019-10-10 | JBLU | JETBLUE AIRWAYS CORP | Hayes Robin | Director, Officer | SELL | $16.62 | 2,500 | $41,550 | 468,393 |
| 2019-10-12 01:42 | 2019-10-11 | ALK | Alaska Air Group Inc. | PEDERSEN BRANDON | Officer | SELL | $67.01 | 4,024 | $269,631 | 22,500 |
| 2019-10-02 00:25 | 2019-09-27 | UAL | United Airlines Holdings, Inc. | Corvi Carolyn | Director | OPT+S | $88.85 | 1,024 | $90,982 | 12,843 |
| 2019-09-14 01:18 | 2019-09-12 | SKYW | SKYWEST INC | Thompson Michael B | Officer | OPT+S | $60.19 | 5,523 | $332,419 | 33,843 |
| 2019-09-14 01:19 | 2019-09-12 | SKYW | SKYWEST INC | Steel Wade J | Officer | OPT+S | $60.02 | 17,030 | $1,022,112 | 39,864 |
| 2019-09-14 01:17 | 2019-09-12 | SKYW | SKYWEST INC | ATKIN JERRY C | Director | SELL | $60.07 | 10,000 | $600,700 | 10,000 |
| 2019-09-12 19:59 | 2019-09-10 | JBLU | JETBLUE AIRWAYS CORP | Hayes Robin | Director, Officer | SELL | $17.02 | 2,500 | $42,550 | 470,893 |
| 2019-09-10 00:46 | 2019-09-06 | UAL | United Airlines Holdings, Inc. | Corvi Carolyn | Director | OPT+S | $86.37 | 1,032 | $89,134 | 11,898 |
| 2019-09-05 23:08 | 2019-09-03 | SAVE | Spirit Aviation Holdings, Inc. | JOHNSON ROBERT D | Director | SELL | $36.90 | 500 | $18,450 | 9,316 |
| 2019-08-30 23:29 | 2019-08-29 | AAL | American Airlines Group Inc. | Isom Robert D Jr | Officer | BUY | $26.34 | 2,500 | $65,844 | 771,271 |
| 2019-08-23 04:07 | 2019-08-20 | JBLU | JETBLUE AIRWAYS CORP | St George Martin J | SELL | $18.25 | 1,500 | $27,375 | 44,228 | |
| 2019-08-17 00:19 | 2019-08-14 | UAL | United Airlines Holdings, Inc. | SHAPIRO EDWARD | Director | BUY | $82.00 | 10,000 | $820,000 | 182,707 |
| 2019-08-14 02:07 | 2019-08-12 | JBLU | JETBLUE AIRWAYS CORP | Hayes Robin | Director, Officer | SELL | $19.27 | 2,500 | $48,175 | 473,393 |
| 2019-08-10 00:19 | 2019-08-09 | ALGT | Allegiant Travel Company | ELLMER GARY | Director | SELL | $145.10 | 1,000 | $145,100 | 2,000 |
| 2019-08-10 00:14 | 2019-08-07 | ALGT | Allegiant Travel Company | WILSON ROBERT PAUL III | Officer | SELL | $144.83 | 1,000 | $144,831 | 16,477 |
| 2019-08-09 03:36 | 2019-08-06 | JBLU | JETBLUE AIRWAYS CORP | Priest Stephen J | Officer | SELL | $18.91 | 2,335 | $44,164 | 22,086 |
| 2019-08-06 01:06 | 2019-08-05 | AAL | American Airlines Group Inc. | EMBLER MICHAEL J | Director | BUY | $28.18 | 4,000 | $112,720 | 30,969 |
| 2019-08-06 01:06 | 2019-08-02 | AAL | American Airlines Group Inc. | ROBINSON RAY M | Director | SELL | $29.11 | 6,930 | $201,743 | 29,754 |
| 2019-08-02 20:14 | 2019-07-31 | SAVE | Spirit Aviation Holdings, Inc. | Gardner H. McIntyre | Director | BUY | $41.92 | 2,500 | $104,800 | 18,689 |
| 2019-08-02 23:34 | 2019-07-31 | SAVE | Spirit Aviation Holdings, Inc. | Gardner H. McIntyre | Director | BUY | $41.92 | 2,500 | $104,800 | 26,605 |
| 2019-08-01 18:32 | 2019-07-31 | SAVE | Spirit Aviation Holdings, Inc. | Wiggins Rocky | Officer | BUY | $42.62 | 176 | $7,501 | 23,965 |
| 2019-08-01 22:06 | 2019-07-30 | JBLU | JETBLUE AIRWAYS CORP | Nelson Brandon | Officer | SELL | $19.43 | 3,000 | $58,277 | 2,229 |
| 2019-07-31 17:30 | 2019-07-30 | SAVE | Spirit Aviation Holdings, Inc. | Christie Edward M III | Director, Officer | BUY | $41.93 | 2,375 | $99,584 | 166,771 |
| 2019-07-31 23:47 | 2019-07-29 | UAL | United Airlines Holdings, Inc. | Hart Gregory L | Officer | SELL | $93.48 | 5,000 | $467,415 | 17,087 |
| 2019-07-27 00:26 | 2019-07-24 | ALGT | Allegiant Travel Company | GALLAGHER MAURICE J JR | Director, Officer, 10% owner | SELL | $154.40 | 40,731 | $6,288,862 | 2,850,176 |
| 2019-07-25 23:30 | 2019-07-23 | DAL | DELTA AIR LINES, INC. | Samant Rahul D | Officer | SELL | $61.87 | 16,559 | $1,024,472 | 51,039 |
| 2019-07-22 23:30 | 2019-07-19 | DAL | DELTA AIR LINES, INC. | West W Gilbert | Officer | SELL | $62.64 | 10,342 | $647,771 | 82,992 |
| 2019-07-18 23:56 | 2019-07-16 | ALGT | Allegiant Travel Company | GALLAGHER MAURICE J JR | Director, Officer, 10% owner | SELL | $151.14 | 19,269 | $2,912,249 | 2,890,907 |
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.