Transportation Services
Standard Industrial Classification: SIC 4700
Industry Insider Sentiment Analysis
The Transportation Services sector (SIC 4700) 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-10-02 12:26 | 2026-10-01 | XPO | XPO, Inc. | Wismans Kyle | Officer | SELL | $175.47 | 750 | $131,603 | 47,966 |
| 2026-10-02 12:28 | 2026-10-01 | XPO | XPO, Inc. | Bates David J. | Officer | SELL | $177.93 | 2,615 | $465,283 | 62,120 |
| 2026-09-23 20:15 | 2026-09-21 | PAL | Proficient Auto Logistics, Inc | Lux Steven F | Director | BUY | $4.01 | 6,000 | $24,060 | 617,957 |
| 2026-09-23 01:57 | 2026-09-17 | NTRP | NextTrip, Inc. | Kaplan Andrew Jay | Director | BUY | $1.89 | 52,910 | $100,000 | 104,492 |
| 2026-09-16 20:15 | 2026-09-15 | BKNG | Booking Holdings Inc. | Pisano Paulo | Officer | SELL | $173.02 | 1,500 | $259,530 | 71,900 |
| 2026-09-15 21:04 | 2026-09-14 | XPO | XPO, Inc. | Wismans Kyle | Officer | SELL | $178.52 | 750 | $133,890 | 48,716 |
| 2026-09-15 21:05 | 2026-09-14 | XPO | XPO, Inc. | Bates David J. | Officer | SELL | $179.41 | 2,615 | $469,160 | 64,735 |
| 2026-09-15 10:00 | 2026-09-14 | GMRS | GMR Solutions Inc. | COOK THOMAS A A | Officer | SELL | $12.20 | 251,882 | $3,072,960 | 675,686 |
| 2026-09-15 10:01 | 2026-09-14 | GMRS | GMR Solutions Inc. | Hall Jessica | Officer | SELL | $12.20 | 23,687 | $288,981 | 62,566 |
| 2026-09-15 10:02 | 2026-09-14 | GMRS | GMR Solutions Inc. | Jacoba Lisa | Officer | SELL | $12.20 | 92,680 | $1,130,696 | 198,603 |
| 2026-09-15 10:04 | 2026-09-14 | GMRS | GMR Solutions Inc. | Loporcaro Nicola | Director, Officer | SELL | $12.20 | 1,457,102 | $17,776,644 | 2,855,580 |
| 2026-09-15 10:05 | 2026-09-14 | GMRS | GMR Solutions Inc. | Tierney Brian Scott | Officer | OPT+S | $12.20 | 265,794 | $3,242,687 | 554,955 |
| 2026-09-15 10:06 | 2026-09-14 | GMRS | GMR Solutions Inc. | Van Horne Edward | Officer | SELL | $12.20 | 262,278 | $3,199,792 | 575,004 |
| 2026-09-11 21:38 | 2026-09-11 | GATX | GATX CORP | Phillips Geoffrey | Officer | OPT+S | $177.60 | 2,500 | $443,992 | 1 |
| 2026-09-02 20:15 | 2026-09-01 | BKNG | Booking Holdings Inc. | MYLOD ROBERT J JR | Director | SELL | $200.00 | 1,000 | $200,000 | 14,000 |
| 2026-09-01 20:15 | 2026-08-31 | BKNG | Booking Holdings Inc. | Pisano Paulo | Officer | SELL | $203.48 | 3,000 | $610,440 | 73,400 |
| 2026-08-28 00:16 | 2026-08-26 | GATX | GATX CORP | Doygun Eren | Officer | OPT+S | $179.52 | 1,000 | $179,519 | 5,323 |
| 2026-08-25 20:39 | 2026-08-24 | EXPE | Expedia Group, Inc. | Dzielak Robert J | Officer | SELL | $335.00 | 1,004 | $336,340 | 104,331 |
| 2026-08-25 20:08 | 2026-08-21 | GBTG | Global Business Travel Group, Inc. | Bock Eric J. | Officer | SELL | $9.46 | 64,780 | $612,819 | 699,177 |
| 2026-08-21 20:01 | 2026-08-19 | PAL | Proficient Auto Logistics, Inc | Rice Amy F. | Officer | OPT+S | $5.61 | 5,808 | $32,583 | 34,132 |
| 2026-08-21 20:12 | 2026-08-20 | GBTG | Global Business Travel Group, Inc. | Bock Eric J. | Officer | SELL | $9.46 | 10,000 | $94,600 | 763,957 |
| 2026-08-20 21:48 | 2026-08-18 | EXPE | Expedia Group, Inc. | Soliday Lance A | Officer | SELL | $323.65 | 2,810 | $909,457 | 12,006 |
| 2026-08-18 20:30 | 2026-08-17 | EXPE | Expedia Group, Inc. | Dzielak Robert J | Officer | OPT+S | $330.50 | 2,000 | $661,000 | 105,335 |
| 2026-08-18 22:16 | 2026-08-14 | GATX | GATX CORP | Sbragia John | Officer | OPT+S | $180.40 | 1,900 | $342,759 | 6,867 |
| 2026-08-18 20:41 | 2026-08-17 | BKNG | Booking Holdings Inc. | WITTMAN VANESSA AMES | Director | SELL | $211.00 | 375 | $79,125 | 16,133 |
| 2026-08-18 20:42 | 2026-08-17 | BKNG | Booking Holdings Inc. | MILLONES PETER J | Officer | SELL | $207.59 | 50,050 | $10,390,070 | 375,025 |
| 2026-08-17 20:52 | 2026-08-13 | EXPE | Expedia Group, Inc. | Jacobson Craig A | Director | SELL | $328.52 | 3,133 | $1,029,250 | 29,833 |
| 2026-08-15 00:14 | 2026-08-13 | PAL | Proficient Auto Logistics, Inc | Wright Bradley J. | Officer | BUY | $5.55 | 4,000 | $22,200 | 70,200 |
| 2026-08-15 00:14 | 2026-08-13 | PAL | Proficient Auto Logistics, Inc | Lal Rohit | Director | BUY | $5.45 | 50,000 | $272,500 | 71,903 |
| 2026-08-15 00:13 | 2026-08-13 | PAL | Proficient Auto Logistics, Inc | Rice Amy F. | Officer | BUY | $5.55 | 995 | $5,522 | 18,385 |
| 2026-08-13 20:36 | 2026-08-12 | BKNG | Booking Holdings Inc. | Steenbergen Ewout L | Officer | SELL | $211.03 | 20,000 | $4,220,516 | 59,794 |
| 2026-08-13 20:23 | 2026-08-11 | EXPE | Expedia Group, Inc. | Dzielak Robert J | Officer | SELL | $315.00 | 3,003 | $945,945 | 103,829 |
| 2026-08-12 21:00 | 2026-08-10 | XPO | XPO, Inc. | Brown Christopher Michael | Officer | SELL | $201.81 | 5,000 | $1,009,025 | 31,005 |
| 2026-08-07 20:22 | 2026-08-05 | GATX | GATX CORP | Ellman Thomas A. | Officer | OPT+S | $180.08 | 18,200 | $3,277,411 | 34,361 |
| 2026-08-07 20:25 | 2026-08-05 | GBTG | Global Business Travel Group, Inc. | Crawley Andrew George | Officer | SELL | $9.43 | 682,662 | $6,437,503 | 699,176 |
| 2026-08-07 20:26 | 2026-08-05 | GBTG | Global Business Travel Group, Inc. | Williams Karen A | Officer | SELL | $9.43 | 20,000 | $188,600 | 548,257 |
| 2026-08-06 20:35 | 2026-08-05 | BKNG | Booking Holdings Inc. | MYLOD ROBERT J JR | Director | SELL | $206.70 | 1,000 | $206,700 | 15,000 |
| 2026-08-04 19:01 | 2026-08-03 | GATX | GATX CORP | Van Aken Jennifer | Officer | OPT+S | $180.71 | 1,700 | $307,201 | 5,916 |
| 2026-07-30 20:15 | 2026-07-29 | BKNG | Booking Holdings Inc. | MYLOD ROBERT J JR | Director | SELL | $200.00 | 5,000 | $1,000,000 | 16,000 |
| 2026-07-29 20:15 | 2026-07-28 | BKNG | Booking Holdings Inc. | WITTMAN VANESSA AMES | Director | SELL | $192.00 | 1,125 | $216,000 | 16,508 |
| 2026-06-22 21:06 | 2026-06-18 | NTRP | NextTrip, Inc. | Jiang David T | Director | BUY | $2.75 | 18,200 | $50,050 | 1,582,157 |
| 2026-06-18 20:43 | 2026-06-17 | LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | BISNOW MICHAEL ELLIOTT | Director | SELL | $24.21 | 44,642 | $1,080,952 | 25,872 |
| 2026-06-15 22:21 | 2026-06-11 | GBTG | Global Business Travel Group, Inc. | Bock Eric J. | Officer | SELL | $9.36 | 215,916 | $2,020,067 | 773,956 |
| 2026-06-15 22:19 | 2026-06-11 | GBTG | Global Business Travel Group, Inc. | Abbott Paul G | Director, Officer | SELL | $9.35 | 574,317 | $5,369,864 | 2,582,911 |
| 2026-06-11 20:06 | 2026-06-09 | GBTG | Global Business Travel Group, Inc. | Konwiser Evan | Officer | SELL | $9.34 | 356,222 | $3,327,113 | 502,641 |
| 2026-06-11 20:05 | 2026-06-09 | GBTG | Global Business Travel Group, Inc. | Bock Eric J. | Officer | SELL | $9.34 | 200,000 | $1,868,000 | 996,372 |
| 2026-06-10 21:10 | 2026-06-08 | GBTG | Global Business Travel Group, Inc. | Williams Karen A | Officer | SELL | $9.35 | 10,000 | $93,500 | 596,157 |
| 2026-06-10 21:10 | 2026-06-08 | GBTG | Global Business Travel Group, Inc. | Abbott Paul G | Director, Officer | SELL | $9.35 | 389,983 | $3,648,057 | 3,157,228 |
| 2026-06-08 20:36 | 2026-06-05 | EXPE | Expedia Group, Inc. | Dzielak Robert J | Officer | SELL | $233.00 | 4,702 | $1,095,566 | 105,448 |
| 2026-06-08 20:36 | 2026-06-04 | LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | Dryden L. Dyson | Director | SELL | $22.04 | 39,946 | $880,454 | 948,108 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Transportation Services sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (4700) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Transportation Services
Every transaction in the Transportation Services 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.