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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2018-02-24 01:51 | 2018-02-22 | LUV | SOUTHWEST AIRLINES CO | KELLY GARY C | Director, Officer | SELL | $57.95 | 38,779 | $2,247,255 | 517,593 |
| 2018-02-22 01:56 | 2018-02-21 | ALK | Alaska Air Group Inc. | BERRY CHRISTOPHER MICHAEL | SELL | $65.93 | 789 | $52,020 | 1,670 | |
| 2018-02-22 01:56 | 2018-02-16 | ALK | Alaska Air Group Inc. | PEDERSEN BRANDON | Officer | SELL | $65.14 | 2,700 | $175,879 | 26,888 |
| 2018-02-14 02:01 | 2018-02-12 | LUV | SOUTHWEST AIRLINES CO | CUNNINGHAM WILLIAM H DR | Director | BUY | $56.25 | 3,500 | $196,875 | 70,469 |
| 2018-02-13 02:07 | 2017-02-21 | ALK | Alaska Air Group Inc. | BERRY CHRISTOPHER MICHAEL | SELL | $97.00 | 460 | $44,620 | 1,997 | |
| 2018-02-13 00:30 | 2018-02-09 | DAL | DELTA AIR LINES, INC. | Mattson George N | Director | BUY | $49.00 | 5,000 | $245,000 | 15,000 |
| 2018-02-10 00:30 | 2018-02-08 | DAL | DELTA AIR LINES, INC. | Mattson George N | Director | BUY | $51.89 | 10,000 | $518,931 | 12,500 |
| 2018-02-08 01:14 | 2018-02-05 | AAL | American Airlines Group Inc. | HART MATTHEW J | Director | SELL | $51.90 | 35,182 | $1,825,999 | 33,258 |
| 2018-02-06 00:30 | 2018-02-02 | DAL | DELTA AIR LINES, INC. | West W Gilbert | Officer | SELL | $56.06 | 9,000 | $504,540 | 61,872 |
| 2018-02-03 00:25 | 2018-02-01 | JBLU | JETBLUE AIRWAYS CORP | HNAT JAMES G | Officer | SELL | $20.84 | 5,000 | $104,175 | 9,555 |
| 2018-02-03 00:23 | 2018-02-01 | JBLU | JETBLUE AIRWAYS CORP | Hayes Robin | Director, Officer | SELL | $20.87 | 2,000 | $41,740 | 394,535 |
| 2018-01-31 02:55 | 2018-01-29 | AAL | American Airlines Group Inc. | KERR DEREK J | Officer | SELL | $52.77 | 39,662 | $2,093,051 | 429,046 |
| 2018-01-31 02:55 | 2018-01-29 | AAL | American Airlines Group Inc. | KRAEMER RICHARD C | Director | SELL | $52.71 | 3,000 | $158,139 | 53,229 |
| 2018-01-25 03:20 | 2017-11-01 | SKYW | SKYWEST INC | EYRING HENRY J | Director | SELL | $46.55 | 1,500 | $69,825 | 36,362 |
| 2018-01-24 00:30 | 2018-01-22 | DAL | DELTA AIR LINES, INC. | Jacobson Paul A | Officer | OPT+S | $59.64 | 31,638 | $1,886,954 | 356,970 |
| 2018-01-19 00:30 | 2018-01-16 | DAL | DELTA AIR LINES, INC. | Smith Joanne D | Officer | OPT+S | $59.03 | 24,250 | $1,431,575 | 72,393 |
| 2018-01-19 00:30 | 2018-01-16 | DAL | DELTA AIR LINES, INC. | Jacobson Paul A | Officer | OPT+S | $60.20 | 49,362 | $2,971,671 | 356,970 |
| 2018-01-19 00:06 | 2018-01-16 | JBLU | JETBLUE AIRWAYS CORP | St George Martin J | Officer | SELL | $23.00 | 3,000 | $69,000 | 21,076 |
| 2018-01-18 00:36 | 2018-01-12 | ALGT | Allegiant Travel Company | GALLAGHER MAURICE J JR | Director, Officer, 10% owner | SELL | $167.18 | 182,182 | $30,457,478 | 2,960,692 |
| 2018-01-13 00:30 | 2018-01-12 | DAL | DELTA AIR LINES, INC. | BLAKE FRANCIS S | Director | BUY | $59.76 | 3,350 | $200,193 | 36,570 |
| 2018-01-03 16:00 | 2018-01-02 | AAL | American Airlines Group Inc. | PARKER W DOUGLAS | Director, Officer | OPT+S | $52.32 | 224,572 | $11,750,034 | 1,684,706 |
| 2018-01-04 02:57 | 2018-01-02 | JBLU | JETBLUE AIRWAYS CORP | Hayes Robin | Director, Officer | SELL | $22.47 | 2,000 | $44,940 | 396,535 |
| 2018-01-02 20:21 | 2017-12-28 | ALGT | Allegiant Travel Company | GALLAGHER MAURICE J JR | Director, Officer, 10% owner | SELL | $155.74 | 17,818 | $2,774,997 | 3,142,874 |
| 2018-01-03 00:30 | 2017-12-29 | DAL | DELTA AIR LINES, INC. | Bastian Edward H | Director, Officer | SELL | $56.47 | 25,000 | $1,411,625 | 240,508 |
| 2017-12-22 00:30 | 2017-12-20 | DAL | DELTA AIR LINES, INC. | Bastian Edward H | Director, Officer | OPT+S | $56.05 | 51,789 | $2,902,773 | 265,508 |
| 2017-12-21 00:30 | 2017-12-19 | DAL | DELTA AIR LINES, INC. | Bastian Edward H | Director, Officer | OPT+S | $56.04 | 73,211 | $4,102,452 | 265,508 |
| 2017-12-20 00:30 | 2017-12-18 | DAL | DELTA AIR LINES, INC. | Sear Steven M | Officer | SELL | $56.05 | 10,783 | $604,333 | 50,073 |
| 2017-12-20 00:30 | 2017-12-18 | DAL | DELTA AIR LINES, INC. | Smith Joanne D | Officer | SELL | $56.50 | 894 | $50,511 | 72,393 |
| 2017-12-19 00:30 | 2017-12-15 | DAL | DELTA AIR LINES, INC. | Jacobson Paul A | Officer | OPT+S | $55.88 | 42,900 | $2,397,080 | 365,970 |
| 2017-12-19 01:19 | 2017-12-14 | LUV | SOUTHWEST AIRLINES CO | Jordan Robert E | Officer | SELL | $64.38 | 32,931 | $2,120,039 | 62,076 |
| 2017-12-19 00:30 | 2017-12-15 | DAL | DELTA AIR LINES, INC. | HAUENSTEIN GLEN W | Officer | OPT+S | $55.83 | 31,600 | $1,764,070 | 172,418 |
| 2017-12-15 00:38 | 2017-12-13 | LUV | SOUTHWEST AIRLINES CO | MONTFORD JOHN T | Director | SELL | $63.27 | 1,695 | $107,240 | 21,453 |
| 2017-12-12 02:00 | 2017-12-07 | JBLU | JETBLUE AIRWAYS CORP | St George Martin J | Officer | SELL | $21.59 | 2,500 | $53,975 | 24,076 |
| 2017-12-09 00:07 | 2017-12-06 | ALGT | Allegiant Travel Company | ELLMER GARY | Director | SELL | $148.85 | 1,000 | $148,850 | 2,120 |
| 2017-12-08 00:10 | 2017-12-06 | SAVE | Spirit Aviation Holdings, Inc. | Bendoraitis John A. | Officer | SELL | $42.92 | 2,340 | $100,433 | 27,074 |
| 2017-12-06 02:28 | 2017-12-04 | ALK | Alaska Air Group Inc. | CAMPBELL DAVID L | Officer | OPT+S | $68.00 | 4,934 | $335,512 | 6,866 |
| 2017-12-05 16:48 | 2017-12-01 | JBLU | JETBLUE AIRWAYS CORP | Chatkewitz Alexander | Officer | SELL | $21.28 | 1,045 | $22,242 | 2,829 |
| 2017-12-05 16:47 | 2017-12-01 | JBLU | JETBLUE AIRWAYS CORP | Hayes Robin | Director, Officer | SELL | $21.38 | 2,000 | $42,760 | 398,535 |
| 2017-12-05 16:46 | 2017-12-01 | JBLU | JETBLUE AIRWAYS CORP | HNAT JAMES G | Officer | SELL | $21.35 | 1,000 | $21,346 | 14,992 |
| 2017-12-02 01:08 | 2017-11-29 | SKYW | SKYWEST INC | Vais Terry | Officer | OPT+S | $51.52 | 12,075 | $622,156 | 30,606 |
| 2017-12-02 00:30 | 2017-11-30 | DAL | DELTA AIR LINES, INC. | Bastian Edward H | Director, Officer | SELL | $52.79 | 20,000 | $1,055,880 | 265,508 |
| 2017-12-01 23:25 | 2017-11-29 | JBLU | JETBLUE AIRWAYS CORP | HNAT JAMES G | Officer | SELL | $21.05 | 2,000 | $42,096 | 15,992 |
| 2017-11-28 03:42 | 2017-11-27 | ALK | Alaska Air Group Inc. | HARRISON ANDREW R | Officer | SELL | $65.53 | 540 | $35,386 | 20,788 |
| 2017-11-22 20:00 | 2017-11-21 | DAL | DELTA AIR LINES, INC. | Carter Peter W | Officer | SELL | $50.42 | 19,809 | $998,671 | 67,077 |
| 2017-11-23 01:23 | 2017-11-22 | SKYW | SKYWEST INC | Thompson Michael B | Officer | SELL | $51.45 | 1,476 | $75,940 | 34,863 |
| 2017-11-23 01:27 | 2017-11-21 | SKYW | SKYWEST INC | Childs Russell A | Director, Officer | OPT+S | $51.33 | 18,554 | $952,329 | 97,221 |
| 2017-11-21 00:51 | 2017-11-17 | AAL | American Airlines Group Inc. | Ibarguen Alberto | Director | SELL | $47.60 | 4,229 | $201,300 | 40,837 |
| 2017-11-21 02:28 | 2017-11-16 | SKYW | SKYWEST INC | ATKIN JERRY C | Director | SELL | $48.10 | 110,000 | $5,291,000 | 413,255 |
| 2017-11-10 00:46 | 2017-11-08 | LUV | SOUTHWEST AIRLINES CO | MONTFORD JOHN T | Director | SELL | $53.94 | 935 | $50,429 | 25,000 |
| 2017-11-08 03:53 | 2017-11-06 | SKYW | SKYWEST INC | Thompson Michael B | Officer | OPT+S | $47.08 | 5,868 | $276,265 | 36,339 |
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.