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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2019-06-04 23:35 | 2019-06-04 | AAL | American Airlines Group Inc. | EBERWEIN ELISE R | Officer | BUY | $27.76 | 5,000 | $138,820 | 399,019 |
| 2019-06-04 23:35 | 2019-06-04 | AAL | American Airlines Group Inc. | KERR DEREK J | Officer | BUY | $27.76 | 5,000 | $138,820 | 465,697 |
| 2019-06-04 23:36 | 2019-06-04 | AAL | American Airlines Group Inc. | PARKER W DOUGLAS | Director, Officer | BUY | $28.09 | 50,000 | $1,404,285 | 2,201,636 |
| 2019-05-30 23:30 | 2019-05-29 | DAL | DELTA AIR LINES, INC. | Sear Steven M | Officer | SELL | $53.27 | 8,993 | $479,066 | 76,150 |
| 2019-05-28 23:30 | 2019-05-24 | DAL | DELTA AIR LINES, INC. | HUERTA MICHAEL P | Director | SELL | $54.33 | 1,010 | $54,877 | 5,670 |
| 2019-05-22 22:57 | 2019-05-20 | JBLU | JETBLUE AIRWAYS CORP | St George Martin J | Officer | SELL | $17.63 | 1,500 | $26,445 | 45,227 |
| 2019-05-20 13:00 | 2019-05-16 | ALK | Alaska Air Group Inc. | HARRISON ANDREW R | Officer | SELL | $62.63 | 4,700 | $294,348 | 15,867 |
| 2019-05-15 01:14 | 2019-05-14 | ALK | Alaska Air Group Inc. | HARRISON ANDREW R | Officer | SELL | $61.53 | 1,600 | $98,442 | 20,567 |
| 2019-05-14 00:59 | 2019-05-10 | JBLU | JETBLUE AIRWAYS CORP | Hayes Robin | Director, Officer | SELL | $18.27 | 2,500 | $45,675 | 480,666 |
| 2019-05-10 00:59 | 2019-05-09 | ALGT | Allegiant Travel Company | WILSON ROBERT PAUL III | Officer | SELL | $141.28 | 1,823 | $257,545 | 17,477 |
| 2019-05-09 03:00 | 2019-05-06 | SKYW | SKYWEST INC | ATKIN JERRY C | Director | OPT+S | $60.62 | 30,000 | $1,818,666 | 646,232 |
| 2019-05-08 00:13 | 2019-05-03 | ALGT | Allegiant Travel Company | GALLAGHER MAURICE J JR | Director, Officer, 10% owner | SELL | $147.75 | 51,441 | $7,600,578 | 2,925,176 |
| 2019-05-03 01:43 | 2019-04-30 | SKYW | SKYWEST INC | ATKIN JERRY C | Director | OPT+S | $61.40 | 32,755 | $2,011,216 | 666,232 |
| 2019-05-03 00:01 | 2019-04-30 | UAL | United Airlines Holdings, Inc. | Hart Gregory L | Officer | SELL | $89.66 | 5,000 | $448,300 | 22,087 |
| 2019-05-02 00:03 | 2019-04-29 | SAVE | Spirit Aviation Holdings, Inc. | Villa Laurie | Officer | SELL | $53.69 | 3,800 | $204,022 | 11,167 |
| 2019-04-24 23:30 | 2019-04-23 | DAL | DELTA AIR LINES, INC. | Carter Peter W | Officer | SELL | $58.01 | 25,000 | $1,450,200 | 85,295 |
| 2019-04-23 23:30 | 2019-04-22 | DAL | DELTA AIR LINES, INC. | Bastian Edward H | Director, Officer | SELL | $57.50 | 30,000 | $1,725,000 | 354,191 |
| 2019-04-12 23:30 | 2019-04-11 | DAL | DELTA AIR LINES, INC. | Smith Joanne D | Officer | SELL | $58.00 | 34,000 | $1,972,000 | 93,600 |
| 2019-04-12 23:30 | 2019-04-11 | DAL | DELTA AIR LINES, INC. | West W Gilbert | Officer | SELL | $58.52 | 7,465 | $436,879 | 93,334 |
| 2019-04-12 20:17 | 2019-04-10 | JBLU | JETBLUE AIRWAYS CORP | Hayes Robin | Director, Officer | SELL | $16.81 | 2,500 | $42,025 | 453,076 |
| 2019-03-29 00:44 | 2019-03-26 | ALGT | Allegiant Travel Company | ELLMER GARY | Director | SELL | $124.50 | 1,000 | $124,500 | 2,000 |
| 2019-03-14 00:23 | 2019-03-11 | DAL | DELTA AIR LINES, INC. | BERKSHIRE HATHAWAY INC | 10% owner | BUY | $49.94 | 6,500 | $324,598 | 70,910,456 |
| 2019-03-13 01:09 | 2019-03-11 | JBLU | JETBLUE AIRWAYS CORP | Hayes Robin | Director, Officer | SELL | $15.92 | 2,500 | $39,800 | 455,576 |
| 2019-03-09 01:20 | 2019-03-06 | ALGT | Allegiant Travel Company | GALLAGHER MAURICE J JR | Director, Officer, 10% owner | OPT+S | $128.05 | 9,737 | $1,246,823 | 2,977,342 |
| 2019-03-09 04:09 | 2019-03-06 | DAL | DELTA AIR LINES, INC. | BERKSHIRE HATHAWAY INC | 10% owner | BUY | $49.40 | 5,368,956 | $265,233,943 | 70,903,956 |
| 2019-03-06 00:38 | 2019-03-01 | SAVE | Spirit Aviation Holdings, Inc. | JOHNSON ROBERT D | Director | SELL | $56.68 | 750 | $42,510 | 10,566 |
| 2019-03-02 02:14 | 2019-03-01 | ALK | Alaska Air Group Inc. | PEDERSEN BRANDON | Officer | SELL | $62.00 | 4,026 | $249,612 | 26,524 |
| 2019-02-28 03:52 | 2019-02-25 | SKYW | SKYWEST INC | ATKIN JERRY C | Director | OPT+S | $56.00 | 19,500 | $1,092,035 | 686,232 |
| 2019-02-23 00:30 | 2019-02-21 | DAL | DELTA AIR LINES, INC. | West W Gilbert | Officer | SELL | $51.51 | 36,000 | $1,854,216 | 100,799 |
| 2019-02-23 02:55 | 2019-02-20 | SKYW | SKYWEST INC | ATKIN JERRY C | Director | SELL | $56.04 | 20,000 | $1,120,702 | 686,232 |
| 2019-02-22 00:30 | 2019-02-20 | DAL | DELTA AIR LINES, INC. | Samant Rahul D | Officer | SELL | $51.16 | 13,436 | $687,359 | 67,598 |
| 2019-02-22 03:07 | 2019-02-21 | ALK | Alaska Air Group Inc. | HARRISON ANDREW R | Officer | SELL | $62.93 | 4,000 | $251,736 | 22,167 |
| 2019-02-16 01:56 | 2019-02-13 | ALK | Alaska Air Group Inc. | BERRY CHRISTOPHER MICHAEL | SELL | $67.14 | 750 | $50,357 | 1,233 | |
| 2019-02-13 00:53 | 2019-02-11 | JBLU | JETBLUE AIRWAYS CORP | Hayes Robin | Director, Officer | SELL | $18.18 | 2,500 | $45,450 | 429,156 |
| 2019-02-12 00:30 | 2019-02-08 | DAL | DELTA AIR LINES, INC. | West W Gilbert | Officer | SELL | $50.49 | 21,000 | $1,060,290 | 136,799 |
| 2019-01-29 00:30 | 2019-01-28 | DAL | DELTA AIR LINES, INC. | BLAKE FRANCIS S | Director | BUY | $48.17 | 5,185 | $249,743 | 47,885 |
| 2019-01-24 04:08 | 2018-09-11 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | GILLMAN BRIAN S | Officer | OPT+S | $11.16 | 39,398 | $439,682 | 69,878 |
| 2019-01-15 01:37 | 2019-01-10 | JBLU | JETBLUE AIRWAYS CORP | Hayes Robin | Director, Officer | SELL | $16.16 | 2,500 | $40,400 | 431,656 |
| 2018-12-29 00:30 | 2018-12-27 | DAL | DELTA AIR LINES, INC. | Bastian Edward H | Director, Officer | OPT+S | $50.00 | 60,000 | $3,000,000 | 266,943 |
| 2018-12-27 00:05 | 2018-12-21 | DAL | DELTA AIR LINES, INC. | Mattson George N | Director | BUY | $49.41 | 5,000 | $247,066 | 17,500 |
| 2018-12-22 00:30 | 2018-12-20 | DAL | DELTA AIR LINES, INC. | Mattson George N | Director | BUY | $50.91 | 4,000 | $203,644 | 6,000 |
| 2018-12-21 22:09 | 2018-12-20 | ALGT | Allegiant Travel Company | WILSON ROBERT PAUL III | Officer | SELL | $111.98 | 486 | $54,424 | 17,330 |
| 2018-12-19 00:30 | 2018-12-17 | DAL | DELTA AIR LINES, INC. | Mattson George N | Director | BUY | $52.87 | 4,000 | $211,460 | 3,000 |
| 2018-12-18 00:17 | 2018-12-13 | SAVE | Spirit Aviation Holdings, Inc. | Bendoraitis John A. | Officer | SELL | $61.11 | 2,000 | $122,220 | 23,507 |
| 2018-12-17 23:38 | 2018-12-13 | JBLU | JETBLUE AIRWAYS CORP | Hayes Robin | Director, Officer | SELL | $17.70 | 2,500 | $44,250 | 434,506 |
| 2018-12-14 00:51 | 2018-12-12 | LUV | SOUTHWEST AIRLINES CO | MONTFORD JOHN T | Director | SELL | $51.27 | 980 | $50,241 | 20,103 |
| 2018-12-11 01:02 | 2018-12-07 | UAL | United Airlines Holdings, Inc. | SHAPIRO EDWARD | Director | BUY | $88.08 | 15,000 | $1,321,250 | 172,707 |
| 2018-12-08 00:49 | 2018-12-04 | UAL | United Airlines Holdings, Inc. | SHAPIRO EDWARD | Director | BUY | $92.57 | 30,000 | $2,776,995 | 157,707 |
| 2018-12-05 00:04 | 2018-12-03 | SAVE | Spirit Aviation Holdings, Inc. | JOHNSON ROBERT D | Director | SELL | $64.65 | 750 | $48,488 | 9,599 |
| 2018-12-04 03:21 | 2018-12-03 | ALK | Alaska Air Group Inc. | THOMPSON J KENNETH | Director | SELL | $73.12 | 2,500 | $182,801 | 33,853 |
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.