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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2008-08-28 16:48 | 2008-08-26 | ALGT | Allegiant Travel Company | PAR INVESTMENT PARTNERS LP | 10% owner | BUY | $28.74 | 648,981 | $18,649,507 | 3,878,400 |
| 2008-08-27 22:43 | 2008-08-25 | ALGT | Allegiant Travel Company | PAR INVESTMENT PARTNERS LP | 10% owner | BUY | $29.50 | 600 | $17,697 | 3,662,073 |
| 2008-08-26 22:31 | 2008-08-22 | ALGT | Allegiant Travel Company | PAR INVESTMENT PARTNERS LP | 10% owner | BUY | $29.07 | 98,628 | $2,867,106 | 3,661,873 |
| 2008-08-25 23:10 | 2008-08-21 | ALGT | Allegiant Travel Company | PAR INVESTMENT PARTNERS LP | 10% owner | BUY | $28.73 | 85,491 | $2,456,139 | 3,628,997 |
| 2008-08-22 15:37 | 2008-08-20 | ALGT | Allegiant Travel Company | PAR INVESTMENT PARTNERS LP | 10% owner | BUY | $29.22 | 104,811 | $3,062,211 | 3,600,500 |
| 2008-08-21 23:30 | 2008-08-19 | ALGT | Allegiant Travel Company | PAR INVESTMENT PARTNERS LP | 10% owner | BUY | $29.89 | 196,689 | $5,878,995 | 3,565,563 |
| 2008-08-19 23:41 | 2008-08-18 | LUV | SOUTHWEST AIRLINES CO | Wright Laura | Officer | OPT+S | $15.48 | 25,000 | $387,063 | 30,942 |
| 2008-08-19 20:46 | 2008-08-15 | ALGT | Allegiant Travel Company | PAR INVESTMENT PARTNERS LP | 10% owner | BUY | $30.81 | 148,500 | $4,575,968 | 3,500,000 |
| 2008-08-18 23:16 | 2008-08-14 | ALGT | Allegiant Travel Company | PAR INVESTMENT PARTNERS LP | 10% owner | BUY | $28.00 | 300 | $8,400 | 3,450,500 |
| 2008-08-15 23:26 | 2008-07-18 | AMR | American Airlines Group Inc. | Ibarguen Alberto | Director | BUY | $6.54 | 7,500 | $49,029 | 9,000 |
| 2008-08-15 20:18 | 2008-08-13 | ALGT | Allegiant Travel Company | PAR INVESTMENT PARTNERS LP | 10% owner | BUY | $28.96 | 301,200 | $8,723,897 | 3,450,400 |
| 2008-08-15 01:34 | 2008-08-12 | AMR | American Airlines Group Inc. | ROBINSON RAY M | Director | BUY | $12.88 | 2,000 | $25,758 | 3,000 |
| 2008-08-14 22:54 | 2008-08-12 | ALGT | Allegiant Travel Company | PAR INVESTMENT PARTNERS LP | 10% owner | BUY | $30.17 | 564,270 | $17,024,929 | 3,350,000 |
| 2008-08-13 22:02 | 2008-08-11 | ALGT | Allegiant Travel Company | Harrison M Ponder | Officer | SELL | $30.03 | 40,000 | $1,201,240 | 202,500 |
| 2008-08-13 21:03 | 2008-08-11 | ALGT | Allegiant Travel Company | PAR INVESTMENT PARTNERS LP | 10% owner | BUY | $29.97 | 35,730 | $1,070,960 | 3,161,910 |
| 2008-08-13 04:40 | 2008-08-08 | ALGT | Allegiant Travel Company | PAR INVESTMENT PARTNERS LP | 10% owner | BUY | $26.94 | 178,677 | $4,813,844 | 3,150,000 |
| 2008-08-11 21:48 | 2008-08-07 | ALGT | Allegiant Travel Company | PAR INVESTMENT PARTNERS LP | 10% owner | BUY | $26.31 | 144,534 | $3,802,285 | 3,090,441 |
| 2008-08-09 02:43 | 2008-08-06 | ALGT | Allegiant Travel Company | PAR INVESTMENT PARTNERS LP | 10% owner | BUY | $26.45 | 12,600 | $333,318 | 3,042,263 |
| 2008-08-07 23:19 | 2008-08-01 | ALGT | Allegiant Travel Company | PAR INVESTMENT PARTNERS LP | 10% owner | BUY | $24.69 | 254,835 | $6,292,641 | 3,038,063 |
| 2008-08-06 19:19 | 2008-08-04 | LUV | SOUTHWEST AIRLINES CO | Jordan Robert E | Officer | OPT+S | $16.12 | 9,251 | $149,116 | 0 |
| 2008-08-02 00:16 | 2008-07-30 | LUV | SOUTHWEST AIRLINES CO | RIDLEY DAVIS S /TX | Officer | SELL | $15.98 | 25,000 | $399,500 | 39,000 |
| 2008-07-31 21:51 | 2008-07-29 | ALGT | Allegiant Travel Company | PAR INVESTMENT PARTNERS LP | 10% owner | BUY | $22.80 | 96,900 | $2,209,485 | 2,953,118 |
| 2008-07-30 17:40 | 2008-07-28 | ALGT | Allegiant Travel Company | PAR INVESTMENT PARTNERS LP | 10% owner | BUY | $21.59 | 300,000 | $6,476,730 | 2,920,818 |
| 2008-07-30 22:55 | 2008-07-28 | LUV | SOUTHWEST AIRLINES CO | BARRETT COLLEEN C | SELL | $15.37 | 15,000 | $230,549 | 23,576 | |
| 2008-07-30 21:53 | 2008-07-28 | LUV | SOUTHWEST AIRLINES CO | KELLEHER HERBERT D | SELL | $15.17 | 200,000 | $3,034,540 | 2,774,457 | |
| 2008-07-29 18:38 | 2008-07-25 | ALGT | Allegiant Travel Company | PAR INVESTMENT PARTNERS LP | 10% owner | BUY | $21.77 | 174,456 | $3,797,436 | 2,820,818 |
| 2008-07-28 21:16 | 2008-07-25 | ALK | Alaska Air Group Inc. | THOMPSON J KENNETH | Director | BUY | $17.97 | 500 | $8,985 | 8,582 |
| 2008-07-18 23:12 | 2008-07-17 | DAL | DELTA AIR LINES, INC. | Bastian Edward H | Officer | SELL | $6.60 | 18,000 | $118,800 | 258,762 |
| 2008-06-13 02:29 | 2008-06-10 | UAUA | United Airlines Holdings, Inc. | BRACE FREDERIC F | Officer | SELL | $7.54 | 2,000 | $15,082 | 123,255 |
| 2008-06-06 21:48 | 2008-06-04 | LUV | SOUTHWEST AIRLINES CO | KELLY GARY C | Director, Officer | OPT+S | $13.52 | 34,513 | $466,502 | 140,745 |
| 2008-06-05 23:33 | 2008-06-05 | ALK | Alaska Air Group Inc. | TILDEN BRADLEY D | Officer | SELL | $21.00 | 4,500 | $94,502 | 3,349 |
| 2008-06-05 01:21 | 2008-06-04 | ALK | Alaska Air Group Inc. | LOVELESS KEITH | Officer | SELL | $19.99 | 1,500 | $29,991 | 1,206 |
| 2008-05-30 22:11 | 2008-05-30 | ALK | Alaska Air Group Inc. | DOBBS KELLEY J | Officer | SELL | $19.55 | 1,000 | $19,548 | 390 |
| 2008-05-29 21:18 | 2008-05-27 | ALGT | Allegiant Travel Company | Levy Andrew C | Officer | SELL | $22.00 | 10,000 | $220,005 | 232,000 |
| 2008-05-28 20:37 | 2008-05-28 | ALK | Alaska Air Group Inc. | PEDERSEN BRANDON | Officer | SELL | $18.95 | 1,243 | $23,552 | 0 |
| 2008-05-23 17:35 | 2008-05-22 | ALGT | Allegiant Travel Company | Levy Andrew C | Officer | SELL | $21.32 | 10,000 | $213,238 | 242,000 |
| 2008-05-21 17:43 | 2008-05-19 | JBLU | JETBLUE AIRWAYS CORP | NEELEMAN DAVID | Director | SELL | $4.99 | 100,000 | $499,490 | 6,846,281 |
| 2008-05-17 01:46 | 2008-05-14 | AMR | American Airlines Group Inc. | Reding Robert W | Officer | SELL | $9.10 | 22,497 | $204,817 | 208,065 |
| 2008-05-16 01:13 | 2008-05-13 | UAUA | United Airlines Holdings, Inc. | BRACE FREDERIC F | Officer | SELL | $14.20 | 2,000 | $28,409 | 125,255 |
| 2008-05-01 23:11 | 2008-04-29 | ALGT | Allegiant Travel Company | Harrison M Ponder | Officer | SELL | $27.63 | 20,000 | $552,558 | 242,500 |
| 2008-04-28 23:45 | 2008-04-24 | LUV | SOUTHWEST AIRLINES CO | BARRETT COLLEEN C | Director, Officer | SELL | $12.38 | 5,000 | $61,895 | 38,576 |
| 2008-04-28 23:47 | 2008-04-24 | LUV | SOUTHWEST AIRLINES CO | KELLEHER HERBERT D | Director, Officer | SELL | $12.38 | 25,000 | $309,418 | 2,974,457 |
| 2008-04-22 23:24 | 2008-04-21 | JBLU | JETBLUE AIRWAYS CORP | NEELEMAN DAVID | Director | SELL | $4.89 | 100,000 | $489,420 | 6,946,281 |
| 2008-04-19 00:11 | 2008-04-17 | AMR | American Airlines Group Inc. | Reding Robert W | Officer | SELL | $8.53 | 25,184 | $214,807 | 230,562 |
| 2008-04-19 00:09 | 2008-04-17 | AMR | American Airlines Group Inc. | KENNEDY GARY F | Officer | SELL | $8.53 | 76,380 | $651,483 | 126,285 |
| 2008-04-19 00:11 | 2008-04-17 | AMR | American Airlines Group Inc. | GARTON DANIEL P | Officer | SELL | $8.53 | 103,984 | $886,932 | 251,690 |
| 2008-04-19 00:11 | 2008-04-17 | AMR | American Airlines Group Inc. | ARPEY GERARD J | Director, Officer | SELL | $8.53 | 81,520 | $695,317 | 633,620 |
| 2008-04-19 00:11 | 2008-04-17 | AMR | American Airlines Group Inc. | HORTON THOMAS W | Officer | SELL | $8.53 | 103,984 | $886,932 | 128,900 |
| 2008-04-18 01:13 | 2008-04-15 | UAUA | United Airlines Holdings, Inc. | BRACE FREDERIC F | Officer | SELL | $22.56 | 2,000 | $45,118 | 127,255 |
| 2008-03-19 22:40 | 2008-03-17 | JBLU | JETBLUE AIRWAYS CORP | NEELEMAN DAVID | Director | SELL | $4.48 | 100,000 | $448,230 | 7,046,281 |
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.