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Sector Analysis

Communications Services, NEC

Standard Industrial Classification: SIC 4899

Industry Insider Sentiment Analysis

The Communications Services, NEC sector (SIC 4899) 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
2026-04-06 21:51 2026-04-02 IRDM Iridium Communications Inc. Kapalka Timothy Officer SELL $31.70 5,833 $184,909 45,721
2026-04-03 20:13 2026-04-01 VSAT VIASAT INC Palmer Benjamin Edward Officer SELL $47.71 2,400 $114,504 23,031
2026-03-24 21:51 2026-03-23 ASTS AST SpaceMobile, Inc. Yao Huiwen Officer SELL $88.88 40,000 $3,555,200 4,750
2026-03-24 21:00 2026-03-20 SPIR Spire Global, Inc. Platzer Peter Director, Officer SELL $12.86 1,801 $23,161 1,691,802
2026-03-24 21:00 2026-03-20 SPIR Spire Global, Inc. Condor Theresa Director, Officer SELL $12.86 1,201 $15,445 1,115,380
2026-03-19 22:41 2026-03-19 GSAT Globalstar, Inc. JACOBS PAUL E Director, Officer OPT+S $59.56 714 $42,526 67,032
2026-03-18 20:25 2026-03-17 VSAT VIASAT INC Miller Craig Andrew Officer SELL $50.00 5,260 $263,000 21,252
2026-03-19 00:25 2025-03-17 ASTS AST SpaceMobile, Inc. Wisniewski Scott Officer SELL $94.75 47,000 $4,453,250 666,681
2026-03-18 20:23 2026-03-16 VSAT VIASAT INC Blair Robert James Officer SELL $47.04 30,411 $1,430,664 38,108
2026-03-16 21:03 2026-03-12 VSAT VIASAT INC Palmer Benjamin Edward Officer SELL $46.21 2,400 $110,904 25,431
2026-03-13 22:48 2026-03-11 GOGO Gogo Inc. TOWNSEND CHARLES C Director BUY $4.55 250,000 $1,138,700 418,686
2026-03-12 20:52 2026-03-11 GSAT Globalstar, Inc. Clary Rebecca Officer SELL $57.31 762 $43,668 110,254
2026-03-12 20:52 2026-03-11 GSAT Globalstar, Inc. Ponder L Barbee IV Officer SELL $57.31 682 $39,084 143,348
2026-03-12 20:54 2026-03-11 GSAT Globalstar, Inc. JACOBS PAUL E Director, Officer SELL $57.31 1,153 $66,076 61,080
2026-03-12 20:00 2026-03-10 KVHI KVH INDUSTRIES INC DE BRUUN BRENT C Director, Officer SELL $6.64 2,049 $13,599 169,624
2026-03-12 20:01 2026-03-10 KVHI KVH INDUSTRIES INC DE FEINGOLD FELISE Officer SELL $6.64 1,594 $10,579 69,654
2026-03-10 20:45 2026-03-10 GSAT Globalstar, Inc. Clary Rebecca Officer SELL $55.38 351 $19,439 109,459
2026-03-10 20:47 2026-03-10 GSAT Globalstar, Inc. Ponder L Barbee IV Officer SELL $55.38 492 $27,248 142,635
2026-03-10 23:22 2026-03-06 SATS EchoStar CORP Akhavan Hamid Director, Officer OPT+S $107.52 71,005 $7,634,458 823,293
2026-03-09 23:48 2026-03-05 SATS EchoStar CORP Manson Dean Officer OPT+S $114.56 19,031 $2,180,266 4,998
2026-03-09 12:52 2026-03-06 CCOI COGENT COMMUNICATIONS HOLDINGS, INC. KILMER HENRY W Officer SELL $23.35 2,400 $56,040 41,000
2026-03-07 03:11 2026-03-04 SATS EchoStar CORP Swieringa John Officer OPT+S $113.58 50,088 $5,689,230 253,535
2026-03-06 00:57 2026-03-05 CCOI COGENT COMMUNICATIONS HOLDINGS, INC. FERGUSON Lewis H Director SELL $23.03 2,206 $50,804 20,449
2026-03-06 00:42 2026-03-05 CCOI COGENT COMMUNICATIONS HOLDINGS, INC. Kennedy Sheryl Lynn Director SELL $22.99 3,300 $75,867 10,100
2026-03-06 00:20 2026-03-05 CCOI COGENT COMMUNICATIONS HOLDINGS, INC. WEED THADDEUS GERARD Officer SELL $22.63 4,850 $109,756 202,750
2026-03-05 00:10 2026-03-02 VSAT VIASAT INC Miller Craig Andrew Officer OPT+S $45.03 35,385 $1,593,316 26,512
2026-03-04 02:03 2026-03-03 GSAT Globalstar, Inc. Clary Rebecca Officer SELL $61.10 1,210 $73,925 109,810
2026-02-27 00:14 2026-02-25 VSAT VIASAT INC FitzGerald Camellia E Officer SELL $50.00 1,119 $55,950 8,827
2026-02-25 01:22 2026-02-20 SPIR Spire Global, Inc. Pelez Perez Celia Officer SELL $8.53 19,134 $163,213 267,776
2026-02-25 01:22 2026-02-20 SPIR Spire Global, Inc. Condor Theresa Director, Officer SELL $8.53 41,712 $355,803 1,116,581
2026-02-25 01:23 2026-02-20 SPIR Spire Global, Inc. Platzer Peter Director, Officer SELL $8.53 58,428 $498,391 1,693,603
2026-02-20 00:20 2026-02-18 KVHI KVH INDUSTRIES INC DE FEINGOLD FELISE Officer SELL $6.38 1,715 $10,938 71,248
2026-02-20 00:20 2026-02-18 KVHI KVH INDUSTRIES INC DE BRUUN BRENT C Director, Officer SELL $6.38 3,537 $22,559 171,673
2026-02-13 01:56 2026-02-12 KVHI KVH INDUSTRIES INC DE Radoff Bradley Louis 10% owner BUY $6.26 30,000 $187,944 2,180,000
2026-02-05 00:07 2026-02-03 CALX CALIX, INC Russo Carl Director, 10% owner SELL $47.27 25,000 $1,181,690 1,669,188
2026-01-31 00:40 2026-01-28 VSAT VIASAT INC FitzGerald Camellia E Officer SELL $48.00 2,810 $134,880 9,946
2026-01-09 00:14 2026-01-06 VSAT VIASAT INC DANKBERG MARK D Director, Officer SELL $40.34 100,000 $4,033,740 1,434,993
2026-01-08 01:48 2026-01-07 GSAT Globalstar, Inc. JACOBS PAUL E Director, Officer SELL $65.80 845 $55,601 58,830
2026-01-07 00:14 2026-01-02 VSAT VIASAT INC Chase Garrett L. Officer SELL $35.05 5,000 $175,269 7,771
2025-12-30 02:00 2025-12-24 ASTS AST SpaceMobile, Inc. LARSON KEITH R Director BUY $80.00 625 $50,000 2,015
2025-12-30 02:16 2025-12-29 GSAT Globalstar, Inc. Clary Rebecca Officer SELL $61.42 1,260 $77,395 108,123
2025-12-30 02:17 2025-12-29 GSAT Globalstar, Inc. Ponder L Barbee IV Officer SELL $61.42 1,260 $77,395 135,568
2025-12-23 01:14 2025-12-22 GSAT Globalstar, Inc. Clary Rebecca Officer SELL $63.01 420 $26,464 109,383
2025-12-23 01:15 2025-12-22 GSAT Globalstar, Inc. Ponder L Barbee IV Officer SELL $63.01 420 $26,464 136,828
2025-12-18 00:07 2025-12-15 VSAT VIASAT INC Chase Garrett L. Officer SELL $34.87 20,000 $697,368 12,771
2025-12-18 02:00 2025-12-17 ASTS AST SpaceMobile, Inc. LARSON KEITH R Director BUY $70.02 715 $50,064 1,390
2025-12-18 01:38 2025-12-17 GSAT Globalstar, Inc. Clary Rebecca Officer SELL $56.64 4,829 $273,510 106,992
2025-12-18 00:09 2025-12-15 VSAT VIASAT INC DANKBERG MARK D Director, Officer SELL $35.09 200,000 $7,018,440 1,534,993
2025-12-17 00:30 2025-12-11 ELWT Elauwit Connection, Inc. McDonough Daniel JR Director, Officer, 10% owner BUY $6.50 5,000 $32,500 5,000
2025-12-17 00:31 2025-12-12 VSAT VIASAT INC Duffy Shawn Lynn Officer OPT+S $36.38 51,480 $1,873,023 6,021
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Communications Services, NEC sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (4899) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Communications Services, NEC

Every transaction in the Communications Services, NEC 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.