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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2022-04-19 23:16 | 2022-04-18 | BKNG | Booking Holdings Inc. | Fogel Glenn D | Director, Officer | SELL | $2,199.81 | 750 | $1,649,856 | 49,265 |
| 2022-04-15 00:17 | 2022-04-13 | GXO | GXO Logistics, Inc. | Jacobs Private Equity, LLC | 10% owner | SELL | $57.24 | 5,447,500 | $311,814,900 | 6,468,201 |
| 2022-04-15 00:17 | 2022-04-13 | XPO | XPO, Inc. | Jacobs Private Equity, LLC | 10% owner | SELL | $55.80 | 5,447,500 | $303,970,500 | 6,468,201 |
| 2022-04-15 00:27 | 2022-04-13 | GXO | GXO Logistics, Inc. | BRADLEY S JACOBS | Director | SELL | $57.24 | 5,447,500 | $311,814,900 | 6,468,201 |
| 2022-04-15 00:15 | 2022-04-13 | XPO | XPO, Inc. | BRADLEY S JACOBS | Director, Officer | SELL | $55.80 | 5,447,500 | $303,970,500 | 6,468,201 |
| 2022-04-12 00:46 | 2022-04-07 | GATX | GATX CORP | KENNEY BRIAN A | Director, Officer | SELL | $116.77 | 47,241 | $5,516,095 | 19,048 |
| 2022-04-08 00:02 | 2022-04-05 | LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | Dryden L. Dyson | Director | SELL | $16.00 | 6,724 | $107,585 | 1,029,822 |
| 2022-04-08 01:29 | 2022-04-06 | GATX | GATX CORP | KENNEY BRIAN A | Director, Officer | SELL | $116.77 | 21,520 | $2,512,925 | 66,289 |
| 2022-04-07 01:31 | 2022-04-04 | GATX | GATX CORP | KENNEY BRIAN A | Director, Officer | SELL | $119.50 | 35,397 | $4,229,963 | 87,809 |
| 2022-04-05 01:37 | 2022-04-01 | EXPE | Expedia Group, Inc. | KHOSROWSHAHI DARA | Director | SELL | $198.29 | 20,000 | $3,965,818 | 262,112 |
| 2022-04-05 00:35 | 2022-03-31 | GATX | GATX CORP | KENNEY BRIAN A | Director, Officer | SELL | $123.32 | 67,591 | $8,335,396 | 123,206 |
| 2022-03-31 01:10 | 2022-03-29 | EXPE | Expedia Group, Inc. | KHOSROWSHAHI DARA | Director | SELL | $200.00 | 5,000 | $1,000,000 | 282,112 |
| 2022-03-18 16:59 | 2022-03-16 | LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | SCHULTZ ALEX P | Director | BUY | $11.84 | 36,200 | $428,630 | 36,200 |
| 2022-03-17 23:37 | 2022-03-15 | BKNG | Booking Holdings Inc. | MILLONES PETER J | Officer | SELL | $2,042.26 | 6,068 | $12,392,447 | 12,247 |
| 2022-03-17 23:36 | 2022-03-15 | BKNG | Booking Holdings Inc. | GOULDEN DAVID I | Officer | SELL | $2,032.72 | 183 | $371,988 | 6,752 |
| 2022-03-17 23:35 | 2022-03-15 | BKNG | Booking Holdings Inc. | Fogel Glenn D | Director, Officer | SELL | $2,094.08 | 400 | $837,631 | 50,015 |
| 2022-03-17 23:34 | 2022-03-15 | BKNG | Booking Holdings Inc. | Fogel Glenn D | Director, Officer | SELL | $2,071.21 | 4,939 | $10,229,684 | 50,415 |
| 2022-03-17 00:33 | 2022-03-15 | GATX | GATX CORP | Tezel Necati Gokce | Officer | OPT+S | $120.70 | 12,100 | $1,460,521 | 15,098 |
| 2022-03-10 01:40 | 2022-03-07 | GATX | GATX CORP | Tezel Necati Gokce | Officer | OPT+S | $115.19 | 6,400 | $737,245 | 15,098 |
| 2022-03-10 01:18 | 2022-03-07 | EXPE | Expedia Group, Inc. | Kern Peter M | Director, Officer | BUY | $167.79 | 6,000 | $1,006,747 | 130,937 |
| 2022-03-09 21:26 | 2022-03-09 | LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | FAHEY JOHN M JR | Director | SELL | $14.90 | 7,396 | $110,200 | 92,216 |
| 2022-03-09 01:56 | 2022-03-07 | GATX | GATX CORP | Zmudka Robert | Officer | OPT+S | $114.96 | 578 | $66,446 | 5,802 |
| 2022-03-03 02:30 | 2022-03-01 | GXO | GXO Logistics, Inc. | Ashe Gena L | Director | SELL | $80.00 | 3,527 | $282,160 | 0 |
| 2022-03-03 00:13 | 2022-03-01 | EXPE | Expedia Group, Inc. | KHOSROWSHAHI DARA | Director | SELL | $189.44 | 15,000 | $2,841,585 | 287,112 |
| 2022-02-25 20:55 | 2022-02-23 | GATX | GATX CORP | Young Jeffery R. | Officer | SELL | $104.79 | 384 | $40,238 | 6,652 |
| 2022-02-24 03:04 | 2022-02-22 | GATX | GATX CORP | Golden Deborah A | Officer | SELL | $105.82 | 23,000 | $2,433,759 | 10,857 |
| 2022-02-17 18:27 | 2022-02-15 | VRRM | VERRA MOBILITY Corp | COLLINS REBECCA | Officer | SELL | $17.50 | 4,000 | $70,000 | 37,564 |
| 2022-02-18 01:46 | 2022-02-16 | LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | Lindblad Sven-Olof | Director, 10% owner | SELL | $18.64 | 44,425 | $828,015 | 12,087,554 |
| 2022-02-18 04:34 | 2022-02-15 | EXPE | Expedia Group, Inc. | Soliday Lance A | Officer | OPT+S | $209.11 | 378 | $79,044 | 9,109 |
| 2022-02-18 04:34 | 2022-02-15 | EXPE | Expedia Group, Inc. | Hart Eric M. | Officer | OPT+S | $209.50 | 10,280 | $2,153,660 | 24,744 |
| 2022-02-18 04:34 | 2022-02-15 | EXPE | Expedia Group, Inc. | Dzielak Robert J | Officer | OPT+S | $209.85 | 45,891 | $9,630,135 | 63,271 |
| 2022-02-18 04:34 | 2022-02-15 | EXPE | Expedia Group, Inc. | Athey Susan C | Director | SELL | $200.00 | 200 | $40,000 | 1,941 |
| 2022-02-18 00:23 | 2022-02-15 | BKNG | Booking Holdings Inc. | GOULDEN DAVID I | Officer | SELL | $2,573.48 | 183 | $470,947 | 3,491 |
| 2022-02-18 00:22 | 2022-02-15 | BKNG | Booking Holdings Inc. | Fogel Glenn D | Director, Officer | SELL | $2,627.76 | 750 | $1,970,821 | 42,702 |
| 2022-02-15 00:44 | 2022-02-11 | EXPE | Expedia Group, Inc. | Soliday Lance A | Officer | OPT+S | $208.81 | 2,338 | $488,198 | 7,870 |
| 2022-02-12 01:53 | 2022-02-10 | GATX | GATX CORP | Young Jeffery R. | Officer | OPT+S | $102.58 | 232 | $23,798 | 6,268 |
| 2022-02-12 03:37 | 2022-02-09 | LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | Lindblad Sven-Olof | Director, 10% owner | SELL | $18.57 | 55,833 | $1,036,707 | 12,131,979 |
| 2022-02-11 04:48 | 2022-02-08 | EXPE | Expedia Group, Inc. | Dzielak Robert J | Officer | OPT+S | $190.50 | 19,390 | $3,693,853 | 51,317 |
| 2022-02-08 01:29 | 2022-02-03 | GATX | GATX CORP | Ellman Thomas A. | Officer | OPT+S | $105.37 | 25,600 | $2,697,449 | 35,623 |
| 2022-02-07 20:04 | 2022-02-02 | GATX | GATX CORP | KENNEY BRIAN A | Director, Officer | SELL | $104.16 | 98,067 | $10,214,894 | 195,797 |
| 2022-02-05 01:41 | 2022-02-02 | GATX | GATX CORP | Adedoyin Niyi | Officer | SELL | $104.22 | 1,200 | $125,069 | 985 |
| 2022-02-05 04:44 | 2022-02-02 | GATX | GATX CORP | Golden Deborah A | Officer | OPT+S | $104.29 | 21,366 | $2,228,324 | 33,857 |
| 2022-02-05 00:52 | 2022-02-02 | EXPE | Expedia Group, Inc. | Dzielak Robert J | Officer | OPT+S | $190.22 | 9,698 | $1,844,746 | 51,317 |
| 2022-02-03 00:16 | 2022-02-01 | EXPE | Expedia Group, Inc. | KHOSROWSHAHI DARA | Director | SELL | $184.74 | 15,000 | $2,771,123 | 302,112 |
| 2022-01-21 23:08 | 2022-01-20 | LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | Lindblad Sven-Olof | Director, 10% owner | SELL | $18.71 | 11,630 | $217,540 | 12,187,812 |
| 2022-01-21 00:05 | 2022-01-18 | BKNG | Booking Holdings Inc. | GOULDEN DAVID I | Officer | SELL | $2,424.14 | 183 | $443,618 | 3,674 |
| 2022-01-21 00:05 | 2022-01-18 | BKNG | Booking Holdings Inc. | Fogel Glenn D | Director, Officer | SELL | $2,409.08 | 750 | $1,806,807 | 43,452 |
| 2022-01-20 01:52 | 2022-01-18 | LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | Lindblad Sven-Olof | Director, 10% owner | SELL | $18.53 | 17,792 | $329,769 | 12,199,442 |
| 2022-01-20 01:51 | 2022-01-19 | LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | Byus Trey | Officer | SELL | $18.31 | 11,697 | $214,164 | 100,878 |
| 2022-01-20 01:38 | 2022-01-18 | EXPE | Expedia Group, Inc. | Athey Susan C | Director | SELL | $181.99 | 300 | $54,597 | 2,141 |
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.