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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2018-11-20 22:04 | 2018-11-19 | AAL | American Airlines Group Inc. | BENJAMIN JEFFREY D | Director | BUY | $35.69 | 15,000 | $535,301 | 50,000 |
| 2018-11-21 00:22 | 2018-11-19 | LUV | SOUTHWEST AIRLINES CO | MONTFORD JOHN T | Director | SELL | $52.35 | 956 | $50,042 | 22,039 |
| 2018-11-01 23:02 | 2018-10-30 | SAVE | Spirit Aviation Holdings, Inc. | Villa Laurie | Officer | SELL | $50.79 | 1,400 | $71,106 | 8,866 |
| 2018-11-01 23:01 | 2018-10-30 | SAVE | Spirit Aviation Holdings, Inc. | Wiggins Rocky | Officer | SELL | $50.56 | 4,500 | $227,520 | 21,240 |
| 2018-11-01 21:55 | 2018-10-31 | ALGT | Allegiant Travel Company | REDMOND JOHN | Director, Officer | BUY | $115.42 | 12,000 | $1,384,986 | 108,125 |
| 2018-10-31 02:49 | 2018-10-29 | ALK | Alaska Air Group Inc. | HARRISON ANDREW R | Officer | SELL | $62.55 | 930 | $58,171 | 21,562 |
| 2018-10-31 00:02 | 2018-10-29 | AAL | American Airlines Group Inc. | CAHILL JOHN T | Director | BUY | $33.47 | 25,000 | $836,763 | 65,615 |
| 2018-09-14 23:48 | 2018-09-13 | JBLU | JETBLUE AIRWAYS CORP | HNAT JAMES G | Officer | SELL | $19.30 | 6,000 | $115,800 | 3,437 |
| 2018-09-13 22:20 | 2018-09-11 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | SKIADOS SPYRIDON | Director | SELL | $11.16 | 12,635 | $141,007 | 17,744 |
| 2018-09-13 22:21 | 2018-09-11 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | LOCKHART DANA J | Director | SELL | $11.16 | 12,635 | $141,007 | 17,744 |
| 2018-09-13 22:15 | 2018-09-11 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | ARTIST ELLEN N. | Director | SELL | $11.16 | 12,635 | $141,007 | 17,744 |
| 2018-09-13 22:17 | 2018-09-11 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | Schiller Harvey W | Director | SELL | $11.16 | 12,635 | $141,007 | 17,744 |
| 2018-09-13 22:16 | 2018-09-11 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | Lyon G Grant | Director | SELL | $11.16 | 12,635 | $141,007 | 17,744 |
| 2018-09-13 22:21 | 2018-09-11 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | FERVERDA MICHAEL L | Officer | SELL | $11.16 | 9,473 | $105,719 | 11,524 |
| 2018-09-13 22:24 | 2018-09-11 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | LOTZ MICHAEL | Officer | SELL | $11.16 | 140,807 | $1,571,406 | 185,742 |
| 2018-09-13 22:24 | 2018-09-11 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | GORDON MITCHELL I | Director | SELL | $11.16 | 12,635 | $141,007 | 17,744 |
| 2018-09-13 22:14 | 2018-09-11 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | GILLMAN BRIAN S | Officer | OPT+S | $11.16 | 39,398 | $439,682 | 58,969 |
| 2018-09-13 22:24 | 2018-09-11 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | ORNSTEIN JONATHAN G | Director, Officer | SELL | $11.16 | 277,388 | $3,095,650 | 526,619 |
| 2018-09-13 22:16 | 2018-09-11 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | Altobello Daniel Joseph | Director | SELL | $11.16 | 12,635 | $141,007 | 17,744 |
| 2018-09-12 23:13 | 2018-09-11 | SAVE | Spirit Aviation Holdings, Inc. | Wiggins Rocky | Officer | SELL | $47.89 | 566 | $27,106 | 28,395 |
| 2018-09-12 01:49 | 2018-09-07 | ALK | Alaska Air Group Inc. | TACKETT SHANE R | Officer | SELL | $66.81 | 3,000 | $200,441 | 5,238 |
| 2018-09-07 03:40 | 2018-09-04 | JBLU | JETBLUE AIRWAYS CORP | Hayes Robin | Director, Officer | SELL | $19.12 | 2,000 | $38,240 | 436,803 |
| 2018-09-05 23:34 | 2018-09-04 | SAVE | Spirit Aviation Holdings, Inc. | JOHNSON ROBERT D | Director | SELL | $47.53 | 750 | $35,648 | 10,349 |
| 2018-09-04 23:30 | 2018-08-31 | DAL | DELTA AIR LINES, INC. | EASTER WILLIAM H III | Director | SELL | $58.47 | 3,000 | $175,419 | 3,780 |
| 2018-08-24 23:58 | 2018-08-22 | ALGT | Allegiant Travel Company | WILSON ROBERT PAUL III | Officer | SELL | $135.01 | 380 | $51,302 | 17,816 |
| 2018-08-23 01:08 | 2018-08-21 | SKYW | SKYWEST INC | Vais Terry | Officer | SELL | $64.43 | 1,600 | $103,089 | 36,007 |
| 2018-08-21 23:48 | 2018-08-20 | DAL | DELTA AIR LINES, INC. | Smith Joanne D | Officer | SELL | $57.50 | 4,353 | $250,276 | 90,972 |
| 2018-08-21 00:04 | 2018-08-17 | LUV | SOUTHWEST AIRLINES CO | Watterson Andrew M | Officer | SELL | $59.28 | 6,130 | $363,405 | 12,131 |
| 2018-08-16 23:30 | 2018-08-15 | DAL | DELTA AIR LINES, INC. | Bastian Edward H | Director, Officer | SELL | $55.00 | 35,000 | $1,925,000 | 266,943 |
| 2018-08-10 00:08 | 2018-08-07 | SKYW | SKYWEST INC | Thompson Michael B | Officer | OPT+S | $60.67 | 23,331 | $1,415,471 | 40,008 |
| 2018-08-10 00:07 | 2018-08-08 | SKYW | SKYWEST INC | Woodward Eric | Officer | OPT+S | $61.18 | 5,879 | $359,651 | 22,859 |
| 2018-08-09 00:12 | 2018-08-07 | LUV | SOUTHWEST AIRLINES CO | MONTFORD JOHN T | Director | SELL | $58.27 | 430 | $25,054 | 23,853 |
| 2018-08-08 02:49 | 2018-08-03 | SKYW | SKYWEST INC | Childs Russell A | Director, Officer | OPT+S | $59.79 | 22,074 | $1,319,780 | 130,231 |
| 2018-08-03 01:56 | 2018-07-31 | SKYW | SKYWEST INC | Vais Terry | Officer | OPT+S | $60.01 | 8,241 | $494,513 | 37,607 |
| 2018-08-03 01:54 | 2018-07-31 | SKYW | SKYWEST INC | Steel Wade J | Officer | OPT+S | $59.89 | 17,731 | $1,061,981 | 50,263 |
| 2018-08-03 02:53 | 2018-07-31 | SKYW | SKYWEST INC | Childs Russell A | Director, Officer | OPT+S | $59.90 | 17,056 | $1,021,622 | 130,231 |
| 2018-08-02 22:51 | 2018-08-01 | JBLU | JETBLUE AIRWAYS CORP | Hayes Robin | Director, Officer | SELL | $17.97 | 2,000 | $35,940 | 438,803 |
| 2018-08-01 00:20 | 2018-07-30 | LUV | SOUTHWEST AIRLINES CO | Shaw Mark R | Officer | SELL | $58.35 | 4,910 | $286,505 | 11,036 |
| 2018-07-30 23:30 | 2018-07-26 | DAL | DELTA AIR LINES, INC. | West W Gilbert | Officer | SELL | $53.30 | 11,391 | $607,106 | 83,056 |
| 2018-07-30 23:30 | 2018-07-27 | DAL | DELTA AIR LINES, INC. | Meynard Craig M | Officer | SELL | $54.31 | 1,793 | $97,378 | 7,170 |
| 2018-07-26 23:30 | 2018-07-25 | DAL | DELTA AIR LINES, INC. | CARP DANIEL A | Director | SELL | $51.53 | 25,000 | $1,288,225 | 45,123 |
| 2018-07-20 23:30 | 2018-07-19 | DAL | DELTA AIR LINES, INC. | Smith Joanne D | Officer | OPT+S | $53.00 | 12,250 | $649,250 | 95,325 |
| 2018-07-19 23:30 | 2018-07-18 | DAL | DELTA AIR LINES, INC. | West W Gilbert | Officer | SELL | $52.65 | 10,000 | $526,514 | 94,447 |
| 2018-07-18 16:29 | 2018-07-16 | JBLU | JETBLUE AIRWAYS CORP | St George Martin J | Officer | SELL | $19.39 | 3,000 | $58,170 | 31,867 |
| 2018-07-16 23:30 | 2018-07-13 | DAL | DELTA AIR LINES, INC. | West W Gilbert | Officer | SELL | $50.47 | 15,000 | $757,035 | 104,447 |
| 2018-07-05 18:17 | 2018-07-02 | JBLU | JETBLUE AIRWAYS CORP | Hayes Robin | Director, Officer | SELL | $18.85 | 2,000 | $37,700 | 440,803 |
| 2018-06-09 00:01 | 2018-06-07 | UAL | United Airlines Holdings, Inc. | SHAPIRO EDWARD | Director | BUY | $69.15 | 25,000 | $1,728,750 | 127,707 |
| 2018-06-04 23:14 | 2018-06-01 | JBLU | JETBLUE AIRWAYS CORP | Hayes Robin | Director, Officer | SELL | $19.06 | 2,000 | $38,120 | 442,803 |
| 2018-06-01 23:30 | 2018-05-31 | DAL | DELTA AIR LINES, INC. | Smith Joanne D | Officer | OPT+S | $54.50 | 12,000 | $654,000 | 95,325 |
| 2018-05-31 23:30 | 2018-05-30 | DAL | DELTA AIR LINES, INC. | Sear Steven M | Officer | SELL | $54.35 | 10,247 | $556,873 | 59,494 |
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.