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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2008-03-14 21:56 | 2008-03-12 | ALGT | Allegiant Travel Company | FLYNN TIMOTHY P | Director | SELL | $25.42 | 35,000 | $889,826 | 100,000 |
| 2008-03-14 00:41 | 2008-03-11 | UAUA | United Airlines Holdings, Inc. | BRACE FREDERIC F | Officer | SELL | $24.83 | 2,000 | $49,669 | 129,255 |
| 2008-03-14 00:40 | 2008-03-11 | UAUA | United Airlines Holdings, Inc. | MOORE ROSEMARY | SELL | $26.02 | 2,500 | $65,050 | 60,194 | |
| 2008-03-06 23:04 | 2008-02-05 | ALGT | Allegiant Travel Company | Sheldon Scott | Officer | OPT+S | $29.68 | 3,000 | $89,050 | 1,000 |
| 2008-02-29 00:39 | 2008-02-01 | DAL | DELTA AIR LINES, INC. | PENSION BENEFIT GUARANTY CORP/132-129/ | 10% owner | SELL | $17.95 | 5,917,933 | $106,220,979 | 43,567,017 |
| 2008-02-28 18:04 | 2008-02-07 | ALGT | Allegiant Travel Company | Baxter Michael P | Officer | OPT+S | $31.17 | 12,000 | $374,040 | 0 |
| 2008-02-21 23:23 | 2008-02-19 | JBLU | JETBLUE AIRWAYS CORP | NEELEMAN DAVID | Director | SELL | $6.27 | 100,000 | $627,130 | 7,146,281 |
| 2008-02-22 00:09 | 2008-02-19 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | ORNSTEIN JONATHAN G | Director, Officer | BUY | $2.73 | 9,000 | $24,550 | 10,000 |
| 2008-02-21 00:15 | 2008-02-20 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | LOTZ MICHAEL | Officer | BUY | $2.72 | 5,000 | $13,600 | 145,716 |
| 2008-02-19 19:39 | 2008-02-14 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | ORNSTEIN JONATHAN G | Director, Officer | BUY | $2.79 | 10,000 | $27,900 | 253,103 |
| 2008-02-15 00:57 | 2008-02-04 | ALGT | Allegiant Travel Company | FALK MICHAEL | Director | SELL | $30.75 | 3,182 | $97,847 | 2,000 |
| 2008-02-15 03:13 | 2008-02-12 | UAUA | United Airlines Holdings, Inc. | BRACE FREDERIC F | Officer | SELL | $38.74 | 2,000 | $77,481 | 131,255 |
| 2008-02-08 21:27 | 2008-02-06 | ALGT | Allegiant Travel Company | Levy Andrew C | Officer | SELL | $30.50 | 10,000 | $304,951 | 252,000 |
| 2008-02-06 01:33 | 2008-02-05 | UAUA | United Airlines Holdings, Inc. | Atkinson Graham W | SELL | $36.64 | 7,618 | $279,124 | 42,708 | |
| 2008-02-01 23:53 | 2008-02-01 | ALGT | Allegiant Travel Company | Harrison M Ponder | Officer | SELL | $30.23 | 10,000 | $302,310 | 262,500 |
| 2008-02-01 23:08 | 2008-01-30 | ALGT | Allegiant Travel Company | Levy Andrew C | Officer | SELL | $26.00 | 10,000 | $260,000 | 262,000 |
| 2008-02-02 00:15 | 2008-02-01 | SKYW | SKYWEST INC | ATKIN JERRY C | Director, Officer | SELL | $26.01 | 10,000 | $260,100 | 718,664 |
| 2008-01-30 21:17 | 2008-01-28 | LUV | SOUTHWEST AIRLINES CO | BARRETT COLLEEN C | Director, Officer | SELL | $12.10 | 10,000 | $121,000 | 43,576 |
| 2008-01-30 21:20 | 2008-01-28 | LUV | SOUTHWEST AIRLINES CO | KELLEHER HERBERT D | Director, Officer | SELL | $12.09 | 50,000 | $604,500 | 2,999,457 |
| 2008-01-24 21:40 | 2008-01-22 | JBLU | JETBLUE AIRWAYS CORP | NEELEMAN DAVID | Director | SELL | $4.35 | 100,000 | $434,550 | 7,246,281 |
| 2008-01-24 02:37 | 2008-01-22 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | Thayer Richard R | Director | BUY | $3.25 | 5,000 | $16,250 | 8,663 |
| 2008-01-24 02:32 | 2008-01-22 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | PARKER MAURICE A | Director | BUY | $3.33 | 3,000 | $9,990 | 13,163 |
| 2008-01-22 19:29 | 2008-01-18 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | PARKER MAURICE A | Director | BUY | $3.06 | 3,000 | $9,180 | 10,163 |
| 2008-01-22 19:18 | 2008-01-18 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | GILLMAN BRIAN S | Officer | BUY | $3.02 | 500 | $1,510 | 21,401 |
| 2008-01-19 00:57 | 2008-01-18 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | Bonilla Carlos E | Director | BUY | $2.99 | 2,500 | $7,475 | 6,163 |
| 2008-01-19 01:55 | 2008-01-18 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | Nostrand Peter | Director | BUY | $2.95 | 10,000 | $29,500 | 33,163 |
| 2008-01-17 20:36 | 2007-01-15 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | Nostrand Peter | Director | BUY | $2.71 | 15,000 | $40,700 | 23,163 |
| 2008-01-18 00:30 | 2008-01-15 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | GILLMAN BRIAN S | Officer | BUY | $2.77 | 1,000 | $2,770 | 20,901 |
| 2008-01-18 02:47 | 2008-01-15 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | ORNSTEIN JONATHAN G | Officer | BUY | $2.71 | 39,000 | $105,651 | 243,103 |
| 2008-01-17 20:46 | 2007-01-15 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | ALTOBELLO DANIEL JOSEPH | Director | BUY | $2.75 | 2,000 | $5,500 | 11,663 |
| 2008-01-18 03:16 | 2008-01-15 | UAUA | United Airlines Holdings, Inc. | BRACE FREDERIC F | Officer | SELL | $34.27 | 2,000 | $68,541 | 150,379 |
| 2008-01-04 23:15 | 2008-01-02 | ALGT | Allegiant Travel Company | Harrison M Ponder | Officer | SELL | $31.15 | 10,000 | $311,476 | 272,500 |
| 2008-01-03 19:08 | 2007-01-02 | SKYW | SKYWEST INC | ATKIN JERRY C | Director, Officer | SELL | $26.46 | 10,000 | $264,600 | 723,664 |
| 2008-01-03 20:07 | 2008-01-02 | SKYW | SKYWEST INC | ATKIN JERRY C | Director, Officer | SELL | $26.46 | 10,000 | $264,600 | 723,664 |
| 2007-12-19 01:47 | 2007-12-17 | JBLU | JETBLUE AIRWAYS CORP | NEELEMAN DAVID | Director | SELL | $7.20 | 100,000 | $719,670 | 7,773,281 |
| 2007-12-18 02:39 | 2007-12-14 | SKYW | SKYWEST INC | ATKIN J RALPH | Director | OPT+S | $26.88 | 4,000 | $107,520 | 5,463 |
| 2007-12-14 01:44 | 2007-12-11 | UAUA | United Airlines Holdings, Inc. | BRACE FREDERIC F | Officer | SELL | $37.86 | 2,000 | $75,725 | 152,379 |
| 2007-12-11 20:49 | 2007-12-10 | SKYW | SKYWEST INC | ATKIN JERRY C | Director, Officer | SELL | $28.01 | 5,274 | $147,725 | 728,664 |
| 2007-12-10 20:46 | 2007-12-06 | LUV | SOUTHWEST AIRLINES CO | Jordan Robert E | Officer | OPT+S | $13.83 | 48,600 | $672,269 | 0 |
| 2007-12-11 01:33 | 2007-12-07 | ALK | Alaska Air Group Inc. | WIEN RICHARD A | Director | BUY | $26.24 | 2,400 | $62,970 | 2,400 |
| 2007-12-10 20:50 | 2007-12-07 | LUV | SOUTHWEST AIRLINES CO | KELLY GARY C | Director, Officer | SELL | $14.31 | 6,850 | $98,009 | 140,745 |
| 2007-12-08 00:02 | 2007-12-06 | ALGT | Allegiant Travel Company | Levy Andrew C | Officer | SELL | $35.18 | 10,000 | $351,827 | 272,500 |
| 2007-12-04 23:59 | 2007-12-03 | ALGT | Allegiant Travel Company | Harrison M Ponder | Officer | SELL | $34.25 | 10,000 | $342,531 | 282,500 |
| 2007-11-30 23:30 | 2007-11-28 | ALGT | Allegiant Travel Company | Levy Andrew C | Officer | SELL | $33.64 | 10,000 | $336,441 | 282,500 |
| 2007-11-29 00:27 | 2007-11-26 | DAL | DELTA AIR LINES, INC. | CAMPBELL MICHAEL H | Officer | SELL | $18.34 | 26,166 | $479,798 | 104,433 |
| 2007-11-21 18:30 | 2007-11-19 | JBLU | JETBLUE AIRWAYS CORP | NEELEMAN DAVID | Director | SELL | $7.19 | 100,000 | $719,460 | 7,873,281 |
| 2007-11-21 17:54 | 2007-10-03 | ALGT | Allegiant Travel Company | PAR INVESTMENT PARTNERS LP | 10% owner | BUY | $31.48 | 807,054 | $25,408,562 | 2,762,666 |
| 2007-11-16 01:41 | 2007-11-13 | UAUA | United Airlines Holdings, Inc. | BRACE FREDERIC F | Officer | SELL | $43.35 | 2,000 | $86,695 | 154,379 |
| 2007-11-14 18:17 | 2007-11-12 | SKYW | SKYWEST INC | EYRING HENRY J | Director | OPT+S | $27.96 | 3,900 | $109,044 | 3,523 |
| 2007-11-14 18:26 | 2007-11-14 | SKYW | SKYWEST INC | ATKIN JERRY C | Director, Officer | SELL | $28.25 | 30,000 | $847,500 | 815,972 |
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.