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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2011-11-09 01:35 | 2011-11-04 | ALK | Alaska Air Group Inc. | MINICUCCI BENITO | Officer | OPT+S | $69.26 | 1,238 | $85,747 | 3,107 |
| 2011-11-04 23:42 | 2011-11-02 | DAL | DELTA AIR LINES, INC. | Bastian Edward H | Director, Officer | SELL | $8.26 | 25,000 | $206,503 | 494,882 |
| 2011-11-04 23:31 | 2011-11-04 | JBLU | JETBLUE AIRWAYS CORP | BARGER DAVE | Officer | SELL | $4.36 | 7,500 | $32,700 | 870,124 |
| 2011-11-05 01:01 | 2011-11-03 | LUV | SOUTHWEST AIRLINES CO | KELLY GARY C | Director, Officer | SELL | $8.56 | 12,000 | $102,709 | 423,691 |
| 2011-11-03 23:06 | 2011-11-01 | JBLU | JETBLUE AIRWAYS CORP | HNAT JAMES G | Officer | SELL | $4.36 | 5,430 | $23,680 | 3,265 |
| 2011-10-31 23:58 | 2011-10-27 | HRBR | Harbor Diversified Inc. | FRINCKE JAMES M | Director, Officer | BUY | $0.16 | 50,000 | $8,000 | 994,672 |
| 2011-10-26 01:15 | 2011-10-24 | ALK | Alaska Air Group Inc. | MINICUCCI BENITO | Officer | SELL | $68.61 | 2,352 | $161,359 | 3,107 |
| 2011-10-22 02:19 | 2011-10-18 | HRBR | Harbor Diversified Inc. | FRINCKE JAMES M | Director, Officer | BUY | $0.13 | 25,000 | $3,250 | 944,672 |
| 2011-09-20 00:25 | 2011-09-15 | ALK | Alaska Air Group Inc. | DOBBS KELLEY J | Officer | OPT+S | $60.00 | 929 | $55,740 | 4,362 |
| 2011-09-09 22:57 | 2011-09-07 | ALGT | Allegiant Travel Company | ELLMER GARY | Director | SELL | $46.83 | 1,000 | $46,835 | 3,150 |
| 2011-09-06 17:19 | 2011-09-01 | JBLU | JETBLUE AIRWAYS CORP | Maruster Robert Alan | Officer | SELL | $4.35 | 33,331 | $145,027 | 0 |
| 2011-08-30 19:24 | 2011-08-29 | JBLU | JETBLUE AIRWAYS CORP | HNAT JAMES G | Officer | SELL | $4.35 | 7,500 | $32,625 | 8,695 |
| 2011-08-29 23:05 | 2011-08-26 | UAL | United Airlines Holdings, Inc. | SMISEK JEFFERY A | Director, Officer | BUY | $17.05 | 4,000 | $68,183 | 167,573 |
| 2011-08-25 23:34 | 2011-08-24 | UAL | United Airlines Holdings, Inc. | SMISEK JEFFERY A | Director, Officer | BUY | $17.24 | 5,000 | $86,200 | 163,573 |
| 2011-08-19 23:12 | 2011-08-17 | AMR | American Airlines Group Inc. | BACHMANN JOHN W | Director | BUY | $3.81 | 20,000 | $76,200 | 30,766 |
| 2011-08-12 23:29 | 2011-08-10 | UAL | United Airlines Holdings, Inc. | TILTON GLENN F | Director | SELL | $17.78 | 27,500 | $488,950 | 552,500 |
| 2011-08-10 23:33 | 2011-08-09 | UAL | United Airlines Holdings, Inc. | SMISEK JEFFERY A | Director, Officer | BUY | $17.36 | 10,000 | $173,600 | 158,573 |
| 2011-08-03 23:03 | 2011-08-01 | JBLU | JETBLUE AIRWAYS CORP | HNAT JAMES G | Officer | SELL | $4.69 | 13,954 | $65,444 | 16,195 |
| 2011-07-29 00:40 | 2011-07-27 | UAL | United Airlines Holdings, Inc. | TILTON GLENN F | Director | SELL | $18.57 | 32,083 | $595,781 | 580,000 |
| 2011-07-26 22:05 | 2011-07-22 | ALK | Alaska Air Group Inc. | SCHAEFER JOHN F JR | Officer | SELL | $64.45 | 3,596 | $231,778 | 0 |
| 2011-07-26 22:10 | 2011-05-10 | ALK | Alaska Air Group Inc. | LOVELESS KEITH | Officer | SELL | $68.89 | 4,940 | $340,323 | 5,339 |
| 2011-07-25 23:36 | 2011-07-21 | AMR | American Airlines Group Inc. | BENNETT STEPHEN M | Director | BUY | $4.89 | 20,000 | $97,800 | 20,000 |
| 2011-07-15 00:48 | 2011-07-13 | UAL | United Airlines Holdings, Inc. | TILTON GLENN F | Director | SELL | $21.85 | 31,884 | $696,665 | 612,083 |
| 2011-07-01 23:22 | 2011-06-29 | SAVE | Spirit Aviation Holdings, Inc. | Oaktree Holdings, Inc. | 10% owner | SELL | $11.28 | 256,513 | $2,893,467 | 29,146,335 |
| 2011-07-01 23:21 | 2011-06-29 | SAVE | Spirit Aviation Holdings, Inc. | Oaktree Capital Group Holdings GP, LLC | 10% owner | SELL | $11.28 | 256,513 | $2,893,467 | 29,146,335 |
| 2011-06-30 23:14 | 2011-06-29 | UAL | United Airlines Holdings, Inc. | TILTON GLENN F | Director | SELL | $23.04 | 31,883 | $734,584 | 643,967 |
| 2011-06-17 00:45 | 2011-06-14 | ALK | Alaska Air Group Inc. | JOHNSON GLENN S | Officer | OPT+S | $63.15 | 2,237 | $141,267 | 4,897 |
| 2011-06-17 00:45 | 2011-06-14 | ALK | Alaska Air Group Inc. | TILDEN BRADLEY D | Officer | OPT+S | $64.99 | 59,819 | $3,887,469 | 26,451 |
| 2011-06-16 01:30 | 2011-06-14 | ALK | Alaska Air Group Inc. | SCHAEFER JOHN F JR | Officer | OPT+S | $65.38 | 4,523 | $295,735 | 3,596 |
| 2011-06-16 01:15 | 2011-06-15 | ALK | Alaska Air Group Inc. | PEDERSEN BRANDON | Officer | SELL | $64.00 | 2,500 | $160,000 | 5,230 |
| 2011-05-27 00:41 | 2011-05-25 | LUV | SOUTHWEST AIRLINES CO | Wright Laura | Officer | OPT+S | $11.90 | 22,811 | $271,465 | 80,489 |
| 2011-05-27 00:48 | 2011-05-25 | LUV | SOUTHWEST AIRLINES CO | LOEFFLER NANCY B | Director | SELL | $11.99 | 1,222 | $14,654 | 7,161 |
| 2011-05-24 02:20 | 2011-05-20 | ALK | Alaska Air Group Inc. | PEDERSEN BRANDON | Officer | OPT+S | $70.00 | 700 | $49,000 | 4,515 |
| 2011-05-21 02:01 | 2011-05-19 | AMR | American Airlines Group Inc. | Reding Robert W | Officer | SELL | $6.69 | 39,717 | $265,707 | 817,747 |
| 2011-05-18 01:05 | 2011-05-13 | ALK | Alaska Air Group Inc. | PEDERSEN BRANDON | Officer | OPT+S | $70.00 | 223 | $15,610 | 4,515 |
| 2011-05-17 00:24 | 2011-05-12 | ALK | Alaska Air Group Inc. | MINICUCCI BENITO | Officer | SELL | $69.81 | 2,167 | $151,278 | 2,352 |
| 2011-05-17 00:17 | 2011-05-12 | ALK | Alaska Air Group Inc. | AYER WILLIAM S | Director, Officer | SELL | $70.00 | 9,175 | $642,250 | 24,437 |
| 2011-05-16 23:32 | 2011-05-12 | UAL | United Airlines Holdings, Inc. | Foland Jeffrey T. | Officer | OPT+S | $25.65 | 12,900 | $330,885 | 11,759 |
| 2011-05-12 01:35 | 2011-05-10 | ALK | Alaska Air Group Inc. | LOVELESS KEITH | Officer | SELL | $68.89 | 4,940 | $340,323 | 1,614 |
| 2011-05-10 00:29 | 2011-05-05 | LUV | SOUTHWEST AIRLINES CO | Lamb Jeff | Officer | OPT+S | $11.76 | 25,000 | $293,938 | 37,313 |
| 2011-05-10 02:39 | 2011-05-06 | ALK | Alaska Air Group Inc. | AYER WILLIAM S | Director, Officer | OPT+S | $69.00 | 12,825 | $884,925 | 33,612 |
| 2011-05-06 23:14 | 2011-05-05 | ALGT | Allegiant Travel Company | FLYNN TIMOTHY P | Director | SELL | $46.84 | 50,000 | $2,342,155 | 3,000 |
| 2011-05-07 01:08 | 2011-05-05 | UAL | United Airlines Holdings, Inc. | TILTON GLENN F | Director | SELL | $25.38 | 32,084 | $814,292 | 700,649 |
| 2011-05-06 03:40 | 2011-05-04 | ALK | Alaska Air Group Inc. | AYER WILLIAM S | Director, Officer | OPT+S | $67.33 | 39,600 | $2,666,399 | 38,012 |
| 2011-05-05 03:35 | 2011-05-04 | ALK | Alaska Air Group Inc. | JOHNSON GLENN S | Officer | SELL | $66.82 | 3,100 | $207,142 | 4,897 |
| 2011-05-03 21:20 | 2011-04-29 | ALK | Alaska Air Group Inc. | AYER WILLIAM S | Director, Officer | OPT+S | $65.68 | 29,200 | $1,917,999 | 38,012 |
| 2011-04-29 04:00 | 2011-04-27 | ALK | Alaska Air Group Inc. | MINICUCCI BENITO | Officer | OPT+S | $63.91 | 9,163 | $585,649 | 4,519 |
| 2011-04-22 00:02 | 2011-04-21 | AMR | American Airlines Group Inc. | GARTON DANIEL P | Officer | SELL | $5.53 | 39,717 | $219,607 | 638,664 |
| 2011-04-06 01:47 | 2011-04-01 | UAL | United Airlines Holdings, Inc. | MCDONALD PETER D | Officer | OPT+S | $23.25 | 31,000 | $720,750 | 22,269 |
| 2011-04-02 00:51 | 2011-03-30 | ALK | Alaska Air Group Inc. | MINICUCCI BENITO | Officer | OPT+S | $63.24 | 1,831 | $115,800 | 4,519 |
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.