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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2011-03-23 02:14 | 2011-03-21 | ALK | Alaska Air Group Inc. | JOHNSON GLENN S | Officer | SELL | $60.25 | 10,664 | $642,551 | 7,997 |
| 2011-03-15 20:07 | 2011-03-14 | SKYW | SKYWEST INC | EYRING HENRY J | Director | SELL | $16.85 | 1,000 | $16,850 | 13,271 |
| 2011-03-02 00:36 | 2011-02-28 | DAL | DELTA AIR LINES, INC. | Bastian Edward H | Director, Officer | SELL | $11.07 | 50,000 | $553,600 | 599,688 |
| 2011-03-02 01:04 | 2011-02-28 | DAL | DELTA AIR LINES, INC. | HIRST RICHARD B | Officer | SELL | $11.14 | 205,400 | $2,287,704 | 237,293 |
| 2011-03-02 00:37 | 2011-02-28 | DAL | DELTA AIR LINES, INC. | HAUENSTEIN GLEN W | Officer | SELL | $11.25 | 25,000 | $281,250 | 290,141 |
| 2011-02-26 00:30 | 2011-02-24 | DAL | DELTA AIR LINES, INC. | Bastian Edward H | Director, Officer | SELL | $10.88 | 30,000 | $326,250 | 649,688 |
| 2011-02-23 00:58 | 2011-02-17 | UAL | United Airlines Holdings, Inc. | Halbert R. Keith | Officer | OPT+S | $27.50 | 25,800 | $709,557 | 8,818 |
| 2011-02-18 00:34 | 2011-02-16 | DAL | DELTA AIR LINES, INC. | Bastian Edward H | Director, Officer | SELL | $12.07 | 30,000 | $362,070 | 679,688 |
| 2011-02-18 04:56 | 2011-02-15 | ALK | Alaska Air Group Inc. | TILDEN BRADLEY D | Officer | OPT+S | $64.52 | 21,467 | $1,384,950 | 27,036 |
| 2011-02-17 04:49 | 2011-02-14 | ALK | Alaska Air Group Inc. | JOHNSON GLENN S | Officer | SELL | $64.04 | 8,831 | $565,550 | 18,661 |
| 2011-02-16 01:02 | 2011-02-11 | DAL | DELTA AIR LINES, INC. | Halter Hank | Officer | SELL | $12.00 | 10,000 | $120,000 | 231,664 |
| 2011-02-16 04:57 | 2011-02-11 | ALK | Alaska Air Group Inc. | PEDERSEN BRANDON | Officer | OPT+S | $63.00 | 4,920 | $309,960 | 4,515 |
| 2011-02-16 04:58 | 2011-02-11 | ALK | Alaska Air Group Inc. | LOVELESS KEITH | Officer | SELL | $62.71 | 3,725 | $233,606 | 4,679 |
| 2011-02-16 04:57 | 2011-02-11 | ALK | Alaska Air Group Inc. | AYER WILLIAM S | Director, Officer | OPT+S | $64.00 | 26,869 | $1,719,616 | 47,212 |
| 2011-02-15 03:09 | 2011-02-10 | ALK | Alaska Air Group Inc. | DOBBS KELLEY J | Officer | OPT+S | $63.15 | 6,234 | $393,675 | 4,362 |
| 2011-02-10 05:03 | 2011-02-08 | ALK | Alaska Air Group Inc. | SCHAEFER JOHN F JR | Officer | OPT+S | $61.88 | 2,365 | $146,350 | 3,377 |
| 2011-02-10 05:28 | 2011-02-09 | ALK | Alaska Air Group Inc. | JOHNSON GLENN S | Officer | OPT+S | $61.06 | 5,475 | $334,304 | 27,492 |
| 2011-02-10 05:03 | 2011-02-08 | ALK | Alaska Air Group Inc. | LOVELESS KEITH | Officer | OPT+S | $61.12 | 3,082 | $188,372 | 8,404 |
| 2011-02-09 03:03 | 2011-02-04 | ALK | Alaska Air Group Inc. | DOBBS KELLEY J | Officer | OPT+S | $60.20 | 4,251 | $255,910 | 3,262 |
| 2011-02-09 03:04 | 2011-02-04 | ALK | Alaska Air Group Inc. | JOHNSON GLENN S | Officer | OPT+S | $60.20 | 2,450 | $147,490 | 18,661 |
| 2011-02-09 03:04 | 2011-02-04 | ALK | Alaska Air Group Inc. | LOVELESS KEITH | Officer | OPT+S | $60.90 | 1,220 | $74,298 | 8,404 |
| 2011-02-03 03:28 | 2011-01-31 | ALK | Alaska Air Group Inc. | JOHNSON GLENN S | Officer | OPT+S | $60.30 | 9,477 | $571,426 | 18,661 |
| 2011-02-03 03:27 | 2011-01-31 | ALK | Alaska Air Group Inc. | TILDEN BRADLEY D | Officer | OPT+S | $59.43 | 8,410 | $499,806 | 19,527 |
| 2011-02-03 03:28 | 2011-01-31 | ALK | Alaska Air Group Inc. | LOVELESS KEITH | Officer | OPT+S | $59.43 | 4,788 | $284,551 | 8,404 |
| 2011-02-02 03:59 | 2011-02-01 | ALK | Alaska Air Group Inc. | SCHAEFER JOHN F JR | Officer | OPT+S | $61.48 | 3,760 | $231,147 | 1,646 |
| 2011-01-29 00:34 | 2011-01-26 | AMR | American Airlines Group Inc. | KENNEDY GARY F | Officer | SELL | $7.52 | 27,759 | $208,695 | 403,310 |
| 2011-01-29 01:00 | 2011-01-26 | ALK | Alaska Air Group Inc. | TILDEN BRADLEY D | Officer | OPT+S | $60.14 | 19,437 | $1,168,867 | 19,527 |
| 2011-01-25 01:17 | 2011-01-20 | JBLU | JETBLUE AIRWAYS CORP | Daniels Donald | Officer | SELL | $6.52 | 1,500 | $9,783 | 354 |
| 2010-12-24 00:03 | 2010-12-21 | ALK | Alaska Air Group Inc. | DOBBS KELLEY J | Officer | OPT+S | $58.00 | 2,295 | $133,110 | 3,262 |
| 2010-12-24 00:03 | 2010-12-21 | ALK | Alaska Air Group Inc. | LOVELESS KEITH | Officer | OPT+S | $57.90 | 6,280 | $363,612 | 8,404 |
| 2010-12-22 01:57 | 2010-12-20 | JBLU | JETBLUE AIRWAYS CORP | Daniels Donald | Officer | SELL | $6.68 | 1,500 | $10,019 | 1,854 |
| 2010-12-16 00:32 | 2010-12-13 | ALGT | Allegiant Travel Company | GALLAGHER MAURICE J JR | Director, Officer, 10% owner | SELL | $51.02 | 25,000 | $1,275,430 | 128,200 |
| 2010-12-14 02:04 | 2010-12-13 | SKYW | SKYWEST INC | EYRING HENRY J | Director | SELL | $16.31 | 1,000 | $16,310 | 10,918 |
| 2010-12-10 00:20 | 2010-12-07 | ALGT | Allegiant Travel Company | Levy Andrew C | Officer | SELL | $52.38 | 60,000 | $3,142,608 | 118,926 |
| 2010-12-08 02:06 | 2010-12-03 | ALK | Alaska Air Group Inc. | AYER WILLIAM S | Director, Officer | OPT+S | $56.00 | 25,375 | $1,421,000 | 29,201 |
| 2010-12-07 02:24 | 2010-12-02 | ALK | Alaska Air Group Inc. | TILDEN BRADLEY D | Director, Officer | OPT+S | $55.11 | 5,600 | $308,616 | 19,527 |
| 2010-12-02 21:45 | 2010-12-01 | JBLU | JETBLUE AIRWAYS CORP | RHOADES M ANN | Director | SELL | $6.89 | 7,365 | $50,745 | 91,097 |
| 2010-12-02 01:42 | 2010-11-29 | ALK | Alaska Air Group Inc. | AYER WILLIAM S | Director, Officer | OPT+S | $56.03 | 1,000 | $56,029 | 29,201 |
| 2010-11-29 21:57 | 2010-11-24 | ALK | Alaska Air Group Inc. | AYER WILLIAM S | Director, Officer | OPT+S | $56.00 | 28,875 | $1,617,000 | 29,201 |
| 2010-11-23 19:45 | 2010-11-19 | JBLU | JETBLUE AIRWAYS CORP | Daniels Donald | Officer | SELL | $6.74 | 1,500 | $10,104 | 3,354 |
| 2010-11-20 00:52 | 2010-11-18 | UAL | United Airlines Holdings, Inc. | YAMARONE CHARLES | Director | OPT+S | $28.28 | 10,500 | $296,940 | 4,264 |
| 2010-11-13 00:02 | 2010-11-09 | AMR | American Airlines Group Inc. | Reding Robert W | Officer | SELL | $8.60 | 7,425 | $63,862 | 690,807 |
| 2010-11-10 22:12 | 2010-11-08 | ALK | Alaska Air Group Inc. | JOHNSON GLENN S | Officer | OPT+S | $55.53 | 3,735 | $207,405 | 19,395 |
| 2010-11-09 01:24 | 2010-11-04 | ALK | Alaska Air Group Inc. | MINICUCCI BENITO | Officer | OPT+S | $55.00 | 5,524 | $303,820 | 2,985 |
| 2010-11-08 23:10 | 2010-11-08 | AGLT | Allegiant Travel Company | GALLAGHER MAURICE J JR | Director, Officer, 10% owner | SELL | $48.28 | 21,200 | $1,023,468 | 3,742,583 |
| 2010-11-09 00:03 | 2010-11-04 | DAL | DELTA AIR LINES, INC. | Bastian Edward H | Director, Officer | SELL | $14.09 | 20,000 | $281,820 | 597,566 |
| 2010-11-09 01:23 | 2010-11-04 | ALK | Alaska Air Group Inc. | AYER WILLIAM S | Director, Officer | OPT+S | $55.79 | 38,196 | $2,130,966 | 29,201 |
| 2010-11-09 02:38 | 2010-11-05 | JBLU | JETBLUE AIRWAYS CORP | Maruster Robert Alan | Officer | SELL | $7.52 | 564 | $4,241 | 0 |
| 2010-11-05 21:30 | 2010-11-03 | ALK | Alaska Air Group Inc. | LOVELESS KEITH | Officer | OPT+S | $54.40 | 8,300 | $451,520 | 8,404 |
| 2010-11-04 23:32 | 2010-11-03 | DAL | DELTA AIR LINES, INC. | Halter Hank | Officer | SELL | $14.00 | 4,000 | $56,000 | 195,570 |
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.