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Sector Analysis

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
2024-09-13 23:02 2024-09-12 SNCY Sun Country Airlines Holdings, Inc. Neale Erin Rose Officer SELL $11.17 1,775 $19,827 32,687
2024-09-10 00:24 2024-09-05 SNCY Sun Country Airlines Holdings, Inc. Gyurci John Officer OPT+S $11.29 6,000 $67,710 14,407
2024-09-04 23:02 2024-09-03 SNCY Sun Country Airlines Holdings, Inc. DAVIS DAVID M Director, Officer SELL $10.94 4,294 $46,990 39,251
2024-08-29 00:23 2024-08-26 ALGT Allegiant Travel Company ELLMER GARY Director SELL $45.00 1,000 $45,000 7,490
2024-08-19 19:14 2024-08-19 ALGT Allegiant Travel Company Wilper Keny Frank Officer SELL $39.17 403 $15,786 9,759
2024-08-05 23:49 2024-08-01 SNCY Sun Country Airlines Holdings, Inc. Whitney Grant Officer OPT+S $12.06 5,000 $60,293 25,068
2024-07-19 03:54 2024-07-16 JETMF Global Crossing Airlines Group Inc. Red Oak Partners, LLC 10% owner BUY $0.43 20,000 $8,600 2,819,237
2024-07-15 23:34 2024-07-12 DAL DELTA AIR LINES, INC. Chiang Willie CW Director BUY $43.90 10,000 $438,967 20,000
2024-07-08 23:49 2024-07-03 SNCY Sun Country Airlines Holdings, Inc. Whitney Grant Officer SELL $12.74 894 $11,390 25,068
2024-07-03 23:08 2024-07-01 SNCY Sun Country Airlines Holdings, Inc. Whitney Grant Officer OPT+S $12.43 5,393 $67,020 25,962
2024-07-03 23:07 2024-07-02 SNCY Sun Country Airlines Holdings, Inc. Neale Erin Rose Officer SELL $12.59 770 $9,691 34,462
2024-07-03 23:06 2024-07-02 SNCY Sun Country Airlines Holdings, Inc. Mays Gregory A. Officer SELL $12.60 854 $10,757 68,280
2024-07-03 23:04 2024-07-02 SNCY Sun Country Airlines Holdings, Inc. Gyurci John Officer SELL $12.49 307 $3,836 17,407
2024-07-03 23:02 2024-07-02 SNCY Sun Country Airlines Holdings, Inc. Bricker Jude Director, Officer SELL $12.62 2,086 $26,329 122,905
2024-07-03 23:03 2024-07-02 SNCY Sun Country Airlines Holdings, Inc. DAVIS DAVID M Director, Officer SELL $12.60 935 $11,780 43,545
2024-06-15 00:00 2024-06-12 SKYW SKYWEST INC WELCH JAMES L Director SELL $79.08 2,000 $158,160 46,462
2024-06-12 01:45 2024-06-07 SKYW SKYWEST INC WELCH JAMES L Director SELL $78.68 7,605 $598,361 48,462
2024-06-07 20:37 2024-06-05 SNCY Sun Country Airlines Holdings, Inc. Whitney Grant Officer OPT+S $10.68 5,888 $62,856 26,355
2024-06-07 01:07 2024-06-04 ALGT Allegiant Travel Company WILSON ROBERT PAUL III Officer SELL $53.00 750 $39,750 74,948
2024-06-05 01:03 2024-06-03 SKYW SKYWEST INC Wooley Greg Officer SELL $81.27 7,415 $602,617 59,058
2024-06-05 01:04 2024-06-03 SKYW SKYWEST INC Woodward Eric Officer SELL $80.56 5,000 $402,800 48,426
2024-05-31 19:45 2024-05-30 ALGT Allegiant Travel Company Wilper Keny Frank Officer SELL $51.00 1,000 $51,000 9,422
2024-05-25 01:46 2024-05-22 SKYW SKYWEST INC SIMMONS ROBERT J Officer SELL $75.11 24,984 $1,876,461 130,024
2024-05-20 23:04 2024-05-16 ULCC Frontier Group Holdings, Inc. Wetzel Josh A Officer SELL $6.00 11,000 $66,000 1,052
2024-05-17 23:41 2024-05-15 ALGT Allegiant Travel Company Wilper Keny Frank Officer SELL $56.50 875 $49,438 10,422
2024-05-11 00:28 2024-05-09 SKYW SKYWEST INC Steel Wade J Officer SELL $77.10 15,000 $1,156,500 116,733
2024-05-11 00:26 2024-05-08 SKYW SKYWEST INC Childs Russell A Director, Officer SELL $77.05 32,286 $2,487,788 377,451
2024-05-11 00:18 2024-05-10 ALGT Allegiant Travel Company WILSON ROBERT PAUL III Officer SELL $54.00 4,600 $248,391 75,698
2024-05-11 00:13 2024-05-09 ALGT Allegiant Travel Company DeAngelo Scott Wayne Officer SELL $53.68 19,687 $1,056,761 64,812
2024-05-09 23:30 2024-05-08 DAL DELTA AIR LINES, INC. Smith Joanne D Officer SELL $52.30 4,846 $253,422 112,421
2024-05-03 23:32 2024-05-01 DAL DELTA AIR LINES, INC. Chiang Willie CW Director BUY $49.50 10,000 $494,955 10,000
2024-05-01 00:30 2024-04-29 DAL DELTA AIR LINES, INC. Carter Peter W Officer SELL $50.00 50,000 $2,500,000 143,328
2024-04-25 23:30 2024-04-24 DAL DELTA AIR LINES, INC. Sear Steven M Officer SELL $47.90 15,806 $757,028 88,738
2024-04-24 23:30 2024-04-23 DAL DELTA AIR LINES, INC. BELLEMARE ALAIN Officer SELL $48.86 24,073 $1,176,183 141,451
2024-04-23 23:30 2024-04-22 DAL DELTA AIR LINES, INC. HAUENSTEIN GLEN W Officer SELL $49.05 100,000 $4,904,600 217,584
2024-04-23 00:33 2024-04-18 UAL United Airlines Holdings, Inc. Gebo Kate Officer SELL $50.84 30,000 $1,525,275 57,512
2024-04-17 00:07 2024-04-11 JETMF Global Crossing Airlines Group Inc. Red Oak Partners, LLC 10% owner BUY $0.38 722,581 $274,581 1,706,300
2024-04-04 23:10 2024-04-02 SNCY Sun Country Airlines Holdings, Inc. Neale Erin Rose Officer SELL $14.41 2,546 $36,691 35,232
2024-04-04 23:07 2024-04-02 SNCY Sun Country Airlines Holdings, Inc. Whitney Grant Officer SELL $14.36 400 $5,745 27,243
2024-04-04 23:05 2024-04-02 SNCY Sun Country Airlines Holdings, Inc. Mays Gregory A. Officer SELL $14.42 872 $12,572 69,134
2024-04-04 23:04 2024-04-02 SNCY Sun Country Airlines Holdings, Inc. Gyurci John Officer SELL $14.38 312 $4,485 17,714
2024-04-04 23:01 2024-04-02 SNCY Sun Country Airlines Holdings, Inc. Bricker Jude Director, Officer SELL $14.35 2,145 $30,783 124,991
2024-04-04 23:03 2024-04-02 SNCY Sun Country Airlines Holdings, Inc. DAVIS DAVID M Director, Officer SELL $14.38 958 $13,775 44,480
2024-03-19 03:01 2024-03-15 SKYW SKYWEST INC WELCH JAMES L Director SELL $66.72 2,000 $133,430 56,067
2024-03-07 02:53 2024-03-04 ULCC Frontier Group Holdings, Inc. Biffle Barry Director, Officer OPT+S $7.59 308,774 $2,342,761 48,949
2024-03-02 00:01 2024-02-28 SNCY Sun Country Airlines Holdings, Inc. DAVIS DAVID M Director, Officer SELL $16.25 1,923 $31,248 45,438
2024-03-01 00:01 2024-02-27 DAL DELTA AIR LINES, INC. Smith Joanne D Officer SELL $42.02 4,876 $204,904 117,267
2024-03-01 02:43 2024-02-28 ALK Alaska Air Group Inc. HARRISON ANDREW R Officer SELL $38.36 6,500 $249,348 26,048
2024-02-29 01:41 2024-02-26 ULCC Frontier Group Holdings, Inc. Biffle Barry Director, Officer SELL $7.21 14,500 $104,545 63,949
2024-02-26 23:30 2024-02-23 ULCC Frontier Group Holdings, Inc. Biffle Barry Director, Officer SELL $7.21 500 $3,605 78,449
SHOW ENTRIES

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.