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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-13 23:12 | 2025-05-09 | RXO | RXO, Inc. | Szlosek Thomas A | Director | BUY | $14.41 | 8,700 | $125,354 | 8,700 |
| 2025-05-13 01:01 | 2025-05-09 | VRRM | VERRA MOBILITY Corp | Keyser Jonathan | Officer | OPT+S | $24.28 | 18,719 | $454,510 | 1,179 |
| 2025-05-05 23:30 | 2025-05-01 | BKNG | Booking Holdings Inc. | Pisano Paulo | Officer | SELL | $5,142.42 | 300 | $1,542,725 | 1,714 |
| 2025-04-23 00:51 | 2025-04-21 | LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | SCHULTZ ALEX P | Director | BUY | $8.08 | 55,106 | $445,245 | 302,054 |
| 2025-03-17 13:39 | 2025-03-13 | XPO | XPO, Inc. | Bates David J. | Officer | BUY | $106.16 | 1,880 | $199,580 | 21,106 |
| 2025-03-11 00:00 | 2025-03-06 | GBTG | Global Business Travel Group, Inc. | OHara Michael Gregory | Director | SELL | $7.98 | 517,130 | $4,126,697 | 19,964,270 |
| 2025-03-08 02:15 | 2025-02-27 | PAL | Proficient Auto Logistics, Inc | Rice Amy F. | Officer | BUY | $10.00 | 500 | $5,000 | 500 |
| 2025-03-07 00:16 | 2025-03-04 | VRRM | VERRA MOBILITY Corp | Baldwin Jonathan | Officer | SELL | $22.87 | 5,293 | $121,057 | 18,814 |
| 2025-03-07 00:30 | 2025-03-04 | BKNG | Booking Holdings Inc. | Pisano Paulo | Officer | SELL | $4,930.41 | 850 | $4,190,844 | 2,014 |
| 2025-03-06 00:32 | 2025-03-04 | EXPE | Expedia Group, Inc. | Soliday Lance A | Officer | SELL | $191.17 | 691 | $132,098 | 11,187 |
| 2025-03-05 00:42 | 2025-03-03 | EXPE | Expedia Group, Inc. | KHOSROWSHAHI DARA | Director | SELL | $196.27 | 10,000 | $1,962,673 | 148,505 |
| 2025-02-20 01:03 | 2025-02-19 | EXPE | Expedia Group, Inc. | Dzielak Robert J | Officer | OPT+S | $205.70 | 5,000 | $1,028,500 | 74,502 |
| 2025-02-15 00:23 | 2025-02-12 | EXPE | Expedia Group, Inc. | Dzielak Robert J | Officer | SELL | $203.00 | 4,869 | $988,407 | 76,196 |
| 2025-02-07 21:46 | 2025-02-06 | GATX | GATX CORP | Sbragia John | Officer | OPT+S | $166.64 | 2,100 | $349,948 | 7,051 |
| 2025-02-07 21:14 | 2025-02-05 | GATX | GATX CORP | Adedoyin Niyi | Officer | OPT+S | $166.79 | 5,867 | $978,561 | 3,859 |
| 2025-02-07 00:06 | 2025-02-04 | GATX | GATX CORP | Zmudka Robert | Officer | OPT+S | $163.83 | 4,800 | $786,396 | 7,493 |
| 2025-02-07 03:29 | 2025-02-05 | GATX | GATX CORP | Young Jeffery R. | Officer | OPT+S | $164.63 | 297 | $48,896 | 7,362 |
| 2025-02-05 00:52 | 2025-02-03 | EXPE | Expedia Group, Inc. | KHOSROWSHAHI DARA | Director | SELL | $169.79 | 10,000 | $1,697,940 | 158,505 |
| 2025-02-04 05:56 | 2025-01-30 | MODV | Modivcare Inc. | AI Catalyst Fund, LP | 10% owner | BUY | $3.99 | 420,000 | $1,677,018 | 2,130,000 |
| 2025-01-15 03:32 | 2025-01-10 | MODV | Modivcare Inc. | Coliseum Capital Management, LLC | 10% owner | BUY | $6.65 | 1,502,424 | $9,995,927 | 4,485,175 |
| 2025-01-14 02:35 | 2025-01-10 | MODV | Modivcare Inc. | Q Global Capital Management, L.P. | 10% owner | SELL | $7.21 | 749,002 | $5,400,230 | 1,221,933 |
| 2025-01-14 02:35 | 2025-01-10 | MODV | Modivcare Inc. | Q Global Capital Management, L.P. | 10% owner | BUY | $12.61 | 3,837 | $48,385 | 1,970,935 |
| 2025-01-03 02:58 | 2025-01-02 | EXPE | Expedia Group, Inc. | KHOSROWSHAHI DARA | Director | SELL | $185.15 | 10,000 | $1,851,528 | 168,505 |
| 2024-12-19 01:02 | 2024-12-17 | LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | FAHEY JOHN M JR | Director | SELL | $11.76 | 7,000 | $82,320 | 123,754 |
| 2024-12-07 02:10 | 2024-12-04 | MODV | Modivcare Inc. | Q Global Capital Management, L.P. | 10% owner | BUY | $17.61 | 45,465 | $800,861 | 1,967,098 |
| 2024-12-04 00:34 | 2024-12-02 | EXPE | Expedia Group, Inc. | KHOSROWSHAHI DARA | Director | SELL | $184.66 | 10,000 | $1,846,553 | 178,505 |
| 2024-12-03 01:41 | 2024-11-27 | MODV | Modivcare Inc. | Q Global Capital Management, L.P. | 10% owner | BUY | $17.75 | 1,907 | $33,847 | 1,921,633 |
| 2024-11-27 00:53 | 2024-11-22 | EXPE | Expedia Group, Inc. | Soliday Lance A | Officer | SELL | $185.96 | 727 | $135,189 | 11,187 |
| 2024-11-27 00:57 | 2024-11-22 | MODV | Modivcare Inc. | Q Global Capital Management, L.P. | 10% owner | BUY | $17.69 | 30,478 | $539,211 | 1,919,726 |
| 2024-11-26 00:30 | 2024-11-22 | BKNG | Booking Holdings Inc. | Pisano Paulo | Officer | SELL | $5,165.71 | 170 | $878,170 | 3,617 |
| 2024-11-23 01:19 | 2024-11-21 | EXPE | Expedia Group, Inc. | Dzielak Robert J | Officer | SELL | $183.24 | 5,536 | $1,014,405 | 81,665 |
| 2024-11-22 02:11 | 2024-11-19 | MODV | Modivcare Inc. | Q Global Capital Management, L.P. | 10% owner | BUY | $16.12 | 76,523 | $1,233,551 | 1,889,248 |
| 2024-11-19 01:30 | 2024-11-14 | EXPE | Expedia Group, Inc. | Soliday Lance A | Officer | OPT+S | $181.99 | 7,000 | $1,273,940 | 11,187 |
| 2024-11-15 20:52 | 2024-11-14 | PAL | Proficient Auto Logistics, Inc | ODELL RICHARD D | Director, Officer | BUY | $9.20 | 54,000 | $496,800 | 753,802 |
| 2024-11-15 00:15 | 2024-11-12 | RXO | RXO, Inc. | Nettles Michelle | Director | BUY | $27.89 | 1,800 | $50,202 | 15,185 |
| 2024-11-15 00:39 | 2024-11-12 | EXPE | Expedia Group, Inc. | Gorin Ariane | Director, Officer | OPT+S | $181.14 | 57,244 | $10,368,989 | 60,969 |
| 2024-11-13 02:08 | 2024-11-07 | MODV | Modivcare Inc. | Q Global Capital Management, L.P. | 10% owner | BUY | $17.13 | 58,191 | $997,050 | 1,812,725 |
| 2024-11-07 01:38 | 2024-11-04 | MODV | Modivcare Inc. | Q Global Capital Management, L.P. | 10% owner | BUY | $16.16 | 32,917 | $532,031 | 1,754,534 |
| 2024-11-05 00:26 | 2024-11-01 | EXPE | Expedia Group, Inc. | KHOSROWSHAHI DARA | Director | SELL | $156.87 | 10,000 | $1,568,656 | 188,505 |
| 2024-11-02 01:16 | 2024-10-30 | MODV | Modivcare Inc. | Q Global Capital Management, L.P. | 10% owner | BUY | $16.00 | 139,515 | $2,232,380 | 1,721,617 |
| 2024-10-29 23:36 | 2024-10-25 | MODV | Modivcare Inc. | Q Global Capital Management, L.P. | 10% owner | BUY | $15.37 | 82,264 | $1,264,636 | 1,582,102 |
| 2024-10-25 23:36 | 2024-10-23 | MODV | Modivcare Inc. | Q Global Capital Management, L.P. | 10% owner | BUY | $14.23 | 75,548 | $1,074,723 | 1,499,838 |
| 2024-10-11 18:38 | 2024-10-10 | GATX | GATX CORP | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 10% owner | BUY | $132.81 | 13,840 | $1,838,061 | 3,298,454 |
| 2024-10-10 22:33 | 2024-10-08 | GATX | GATX CORP | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 10% owner | BUY | $133.41 | 23,706 | $3,162,715 | 3,312,294 |
| 2024-10-08 00:10 | 2024-10-04 | EXPE | Expedia Group, Inc. | KHOSROWSHAHI DARA | Director | SELL | $150.18 | 10,000 | $1,501,788 | 198,505 |
| 2024-09-30 23:37 | 2024-09-27 | EXPE | Expedia Group, Inc. | KHOSROWSHAHI DARA | Director | SELL | $150.21 | 10,000 | $1,502,061 | 208,505 |
| 2024-08-30 00:08 | 2024-08-28 | LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | BRODSKY NOAH | Officer | SELL | $10.50 | 14,344 | $150,612 | 58,518 |
| 2024-08-28 23:30 | 2024-08-27 | BKNG | Booking Holdings Inc. | Pisano Paulo | Officer | SELL | $3,887.61 | 100 | $388,761 | 3,787 |
| 2024-08-23 00:46 | 2024-08-21 | LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | Lindblad Sven-Olof | Officer | BUY | $7.95 | 32,117 | $255,288 | 11,825,063 |
| 2024-08-22 00:20 | 2024-08-19 | EXPE | Expedia Group, Inc. | Dzielak Robert J | Officer | SELL | $134.60 | 5,417 | $729,138 | 84,543 |
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.