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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2006-03-02 16:28 | 2006-02-28 | JBLU | JETBLUE AIRWAYS CORP | ANDERSON THOMAS E | Officer | SELL | $11.48 | 1,000 | $11,480 | 20,637 |
| 2006-03-01 17:51 | 2006-03-01 | SKYW | SKYWEST INC | UDVAR-HAZY STEVEN F | Director | SELL | $28.86 | 3,000 | $86,580 | 5,600 |
| 2006-02-27 17:36 | 2006-02-23 | JBLU | JETBLUE AIRWAYS CORP | BARGER DAVE | Officer | SELL | $11.20 | 28,125 | $315,076 | 562,747 |
| 2006-02-25 01:02 | 2006-02-22 | AMR | American Airlines Group Inc. | BEER JAMES A | Officer | OPT+S | $25.34 | 15,642 | $396,398 | 33,648 |
| 2006-02-23 21:40 | 2006-02-22 | JBLU | JETBLUE AIRWAYS CORP | NELSON HOLLY | Officer | SELL | $11.17 | 750 | $8,378 | 25,254 |
| 2006-02-23 21:34 | 2006-02-21 | JBLU | JETBLUE AIRWAYS CORP | ANDERSON THOMAS E | Officer | SELL | $11.12 | 1,000 | $11,120 | 21,637 |
| 2006-02-24 00:49 | 2006-02-22 | LUV | SOUTHWEST AIRLINES CO | KING ROLLIN W | Director | SELL | $16.80 | 32,000 | $537,482 | 312,297 |
| 2006-02-24 04:39 | 2006-02-13 | UAUA | United Airlines Holdings, Inc. | WALKER JOHN H | Director | SELL | $35.13 | 4,000 | $140,520 | 6,000 |
| 2006-02-23 02:17 | 2006-02-21 | SKYW | SKYWEST INC | UDVAR-HAZY STEVEN F | Director | OPT+S | $29.27 | 6,000 | $175,592 | 600 |
| 2006-02-22 01:11 | 2006-02-21 | DALRQ-PK | DELTA AIR LINES, INC. | Macenczak Lee A | Officer | SELL | $0.55 | 2,472 | $1,347 | 460 |
| 2006-02-22 01:08 | 2006-02-17 | DALRQ-PK | DELTA AIR LINES, INC. | Kolshak Joseph C | Officer | SELL | $0.56 | 903 | $501 | 957 |
| 2006-02-22 01:17 | 2006-02-17 | SKYW | SKYWEST INC | COX MERVYN K | Director | OPT+S | $29.28 | 16,000 | $468,499 | 375,621 |
| 2006-02-22 01:53 | 2006-02-17 | SKYW | SKYWEST INC | ATKIN J RALPH | Director | OPT+S | $30.25 | 15,046 | $455,142 | 2,000 |
| 2006-02-16 21:45 | 2006-02-14 | JBLU | JETBLUE AIRWAYS CORP | ANDERSON THOMAS E | Officer | SELL | $10.73 | 1,000 | $10,730 | 22,637 |
| 2006-02-16 01:33 | 2006-02-15 | SKYW | SKYWEST INC | REBER RON B | Officer | OPT+S | $29.62 | 84,000 | $2,488,399 | 0 |
| 2006-02-16 02:21 | 2006-02-14 | SKYW | SKYWEST INC | COX MERVYN K | Director | SELL | $29.43 | 10,000 | $294,276 | 375,621 |
| 2006-02-14 23:38 | 2006-02-13 | SKYW | SKYWEST INC | ATKIN SIDNEY J | Director | OPT+S | $29.00 | 8,000 | $232,000 | 1,397,517 |
| 2006-02-14 23:52 | 2006-02-13 | SKYW | SKYWEST INC | REBER RON B | Officer | OPT+S | $28.92 | 50,000 | $1,446,025 | 0 |
| 2006-02-15 01:41 | 2006-02-10 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | PARKER MAURICE A | Director | OPT+S | $12.19 | 25,957 | $316,416 | 0 |
| 2006-02-15 01:16 | 2006-01-03 | JBLU | JETBLUE AIRWAYS CORP | KELLY THOMAS E | Officer | SELL | $14.65 | 13,200 | $193,380 | 283,423 |
| 2006-02-15 01:13 | 2005-11-01 | JBLU | JETBLUE AIRWAYS CORP | KELLY THOMAS E | Officer | SELL | $18.53 | 8,800 | $163,064 | 216,749 |
| 2006-02-14 01:50 | 2006-02-09 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | GILLMAN BRIAN S | Officer | OPT+S | $12.56 | 19,000 | $238,640 | 0 |
| 2006-02-11 00:15 | 2006-02-08 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | LOTZ MICHAEL | Officer | OPT+S | $12.61 | 175,000 | $2,206,750 | 0 |
| 2006-02-11 00:40 | 2006-02-08 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | MURNANE GEORGE III | Officer | OPT+S | $12.61 | 51,000 | $643,278 | 0 |
| 2006-02-11 01:33 | 2006-02-08 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | ORNSTEIN JONATHAN G | Officer | OPT+S | $12.61 | 259,200 | $3,268,901 | 0 |
| 2006-02-08 19:55 | 2006-02-08 | JBLU | JETBLUE AIRWAYS CORP | NELSON HOLLY | Officer | SELL | $10.64 | 750 | $7,980 | 20,004 |
| 2006-02-08 19:49 | 2006-02-07 | JBLU | JETBLUE AIRWAYS CORP | ANDERSON THOMAS E | Officer | SELL | $10.44 | 1,000 | $10,440 | 23,637 |
| 2006-02-08 19:43 | 2006-02-07 | JBLU | JETBLUE AIRWAYS CORP | KELLY THOMAS E | Officer | SELL | $10.62 | 13,200 | $140,184 | 257,323 |
| 2006-02-07 04:26 | 2006-02-06 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | FERVERDA MICHAEL L | Officer | OPT+S | $12.03 | 20,400 | $245,412 | 0 |
| 2006-02-04 01:39 | 2006-02-01 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | LEAKE CARTER | Officer | OPT+S | $12.27 | 100,000 | $1,227,000 | 0 |
| 2006-02-04 01:10 | 2006-02-01 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | GILLMAN BRIAN S | Officer | OPT+S | $12.27 | 15,372 | $188,614 | 0 |
| 2006-02-03 05:01 | 2006-02-01 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | MANSON JOSEPH L | Director | OPT+S | $11.88 | 29,126 | $345,927 | 1,000 |
| 2006-02-03 03:48 | 2006-02-01 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | FOGLEMAN RONALD R | Director | OPT+S | $12.09 | 22,270 | $269,177 | 1,220 |
| 2006-02-01 18:06 | 2006-01-30 | AMR | American Airlines Group Inc. | KENNEDY GARY F | Officer | OPT+S | $21.70 | 6,000 | $130,220 | 42,735 |
| 2006-02-01 03:07 | 2006-01-30 | HEPH | Harbor Diversified Inc. | MCDONNELL BRENDAN | Director | OPT+S | $7.41 | 5,000 | $37,050 | 0 |
| 2006-02-01 01:05 | 2006-01-30 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | LEAKE CARTER | Officer | OPT+S | $11.44 | 30,000 | $343,200 | 0 |
| 2006-01-31 01:20 | 2006-01-27 | AMR | American Airlines Group Inc. | MARLETT CHARLES D | Officer | OPT+S | $20.19 | 26,576 | $536,466 | 60,250 |
| 2006-01-27 18:06 | 2006-01-25 | JBLU | JETBLUE AIRWAYS CORP | NELSON HOLLY | Officer | SELL | $13.74 | 750 | $10,305 | 20,754 |
| 2006-01-27 18:01 | 2006-01-26 | JBLU | JETBLUE AIRWAYS CORP | BARGER DAVE | Officer | SELL | $13.13 | 28,125 | $369,152 | 590,872 |
| 2006-01-28 02:30 | 2006-01-26 | MESA | REPUBLIC AIRWAYS HOLDINGS INC. | GILLMAN BRIAN S | Officer | OPT+S | $11.70 | 4,628 | $54,148 | 0 |
| 2006-01-25 16:19 | 2006-01-24 | JBLU | JETBLUE AIRWAYS CORP | ANDERSON THOMAS E | Officer | SELL | $13.34 | 375 | $5,003 | 24,637 |
| 2006-01-24 00:41 | 2006-01-19 | AMR | American Airlines Group Inc. | BEER JAMES A | Officer | OPT+S | $20.27 | 18,192 | $368,737 | 33,648 |
| 2006-01-24 00:41 | 2006-01-19 | AMR | American Airlines Group Inc. | KENNEDY GARY F | Officer | OPT+S | $20.07 | 41,466 | $832,156 | 42,735 |
| 2006-01-24 00:41 | 2006-01-20 | AMR | American Airlines Group Inc. | GARTON DANIEL P | Officer | OPT+S | $19.84 | 69,930 | $1,387,257 | 125,540 |
| 2006-01-24 03:04 | 2006-01-19 | LUV | SOUTHWEST AIRLINES CO | BARRETT COLLEEN C | Director, Officer | SELL | $16.03 | 10,000 | $160,300 | 71,702 |
| 2006-01-24 02:55 | 2006-01-19 | LUV | SOUTHWEST AIRLINES CO | KELLEHER HERBERT D | Director | SELL | $16.09 | 100,000 | $1,608,790 | 4,186,424 |
| 2006-01-19 18:03 | 2006-01-17 | JBLU | JETBLUE AIRWAYS CORP | ANDERSON THOMAS E | Officer | SELL | $13.34 | 375 | $5,003 | 25,012 |
| 2006-01-13 20:26 | 2006-01-11 | JBLU | JETBLUE AIRWAYS CORP | NELSON HOLLY | Officer | SELL | $14.24 | 750 | $10,680 | 21,504 |
| 2006-01-12 17:08 | 2006-01-10 | JBLU | JETBLUE AIRWAYS CORP | ANDERSON THOMAS E | Officer | SELL | $14.56 | 375 | $5,460 | 25,387 |
| 2006-01-05 17:12 | 2006-01-03 | JBLU | JETBLUE AIRWAYS CORP | KELLY THOMAS E | Officer | SELL | $14.65 | 13,200 | $193,380 | 270,523 |
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.