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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-18 00:00 | 2025-09-16 | ASTS | AST SpaceMobile, Inc. | Yao Huiwen | Officer | SELL | $40.58 | 40,000 | $1,623,200 | 4,750 |
| 2025-09-17 23:06 | 2025-09-15 | VSAT | VIASAT INC | Duffy Shawn Lynn | Officer | SELL | $32.88 | 50,000 | $1,643,950 | 34,764 |
| 2025-09-18 00:09 | 2025-09-12 | BZFD | BuzzFeed, Inc. | Rolle Janet L | Director | SELL | $2.00 | 23,907 | $47,912 | 110,213 |
| 2025-09-17 00:06 | 2025-09-12 | BZFD | BuzzFeed, Inc. | Acharia Angela | Director | SELL | $2.01 | 56,378 | $113,376 | 11,870 |
| 2025-09-17 01:53 | 2025-09-12 | SATS | EchoStar CORP | Gaske Paul | Officer | OPT+S | $76.05 | 10,233 | $778,190 | 149 |
| 2025-09-17 01:58 | 2025-09-12 | SATS | EchoStar CORP | Akhavan Hamid | Director, Officer | OPT+S | $75.35 | 233,918 | $17,626,540 | 376,805 |
| 2025-09-16 01:16 | 2025-09-15 | GSAT | Globalstar, Inc. | Clary Rebecca | Officer | SELL | $29.76 | 5,359 | $159,457 | 107,761 |
| 2025-09-15 23:14 | 2025-09-11 | VSAT | VIASAT INC | BALDRIDGE RICHARD A | Director | SELL | $31.00 | 100,000 | $3,099,900 | 197,161 |
| 2025-09-13 01:50 | 2025-09-11 | BZFD | BuzzFeed, Inc. | Rothstein Adam | Director | SELL | $2.00 | 150,000 | $300,660 | 723,045 |
| 2025-09-13 01:01 | 2025-09-10 | GSAT | Globalstar, Inc. | Taylor Timothy Evan | Director, Officer | SELL | $31.45 | 52,667 | $1,656,177 | 320,244 |
| 2025-09-12 03:10 | 2025-09-08 | BZFD | BuzzFeed, Inc. | Acharia Angela | Director | SELL | $1.94 | 25,000 | $48,440 | 68,248 |
| 2025-09-12 00:15 | 2025-09-09 | SATS | EchoStar CORP | Swieringa John | Officer | OPT+S | $81.20 | 154,835 | $12,573,113 | 432 |
| 2025-09-12 01:33 | 2025-09-10 | CALX | CALIX, INC | Weening Michael | Director, Officer | OPT+S | $62.15 | 176,000 | $10,937,995 | 16,117 |
| 2025-09-11 23:44 | 2025-09-09 | SATS | EchoStar CORP | Abernathy Kathleen Q | Director | OPT+S | $82.35 | 16,754 | $1,379,727 | 0 |
| 2025-09-12 00:07 | 2025-09-09 | SATS | EchoStar CORP | Manson Dean | Officer | OPT+S | $81.24 | 60,000 | $4,874,400 | 2,322 |
| 2025-09-11 23:47 | 2025-09-09 | SATS | EchoStar CORP | ORBAN PAUL W | Officer | SELL | $82.37 | 744 | $61,283 | 0 |
| 2025-09-11 01:21 | 2025-09-08 | SATS | EchoStar CORP | Gaske Paul | Officer | OPT+S | $80.25 | 45,000 | $3,611,250 | 1,593 |
| 2025-09-10 03:21 | 2025-09-05 | BZFD | BuzzFeed, Inc. | Acharia Angela | Director | SELL | $1.87 | 1,285 | $2,403 | 93,248 |
| 2025-09-08 23:08 | 2025-09-04 | CALX | CALIX, INC | Weening Michael | Director, Officer | OPT+S | $60.00 | 24,000 | $1,440,000 | 16,117 |
| 2025-09-05 23:50 | 2025-09-03 | BZFD | BuzzFeed, Inc. | Acharia Angela | Director | SELL | $1.88 | 68,085 | $128,000 | 94,533 |
| 2025-09-05 23:33 | 2025-09-05 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | KILMER HENRY W | Officer | SELL | $36.99 | 2,400 | $88,776 | 36,200 |
| 2025-09-04 23:30 | 2025-09-03 | ASTS | AST SpaceMobile, Inc. | Yao Huiwen | Officer | SELL | $48.04 | 16,000 | $768,640 | 44,750 |
| 2025-09-04 01:45 | 2025-08-29 | SATS | EchoStar CORP | ORBAN PAUL W | Officer | OPT+S | $61.25 | 50,062 | $3,066,528 | 470 |
| 2025-09-03 00:05 | 2025-08-28 | CALX | CALIX, INC | Weening Michael | Director, Officer | OPT+S | $60.00 | 126,000 | $7,560,000 | 16,117 |
| 2025-09-02 23:23 | 2025-09-02 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | WEED THADDEUS GERARD | Officer | SELL | $36.98 | 4,900 | $181,202 | 93,100 |
| 2025-08-29 23:57 | 2025-08-28 | CALX | CALIX, INC | SINDELAR CORY | Officer | OPT+S | $60.00 | 10,000 | $600,000 | 76,555 |
| 2025-08-30 00:00 | 2025-08-27 | SATS | EchoStar CORP | ORBAN PAUL W | Officer | OPT+S | $55.65 | 29,060 | $1,617,189 | 470 |
| 2025-08-29 00:24 | 2025-08-26 | SATS | EchoStar CORP | ORBAN PAUL W | Officer | SELL | $54.20 | 2,089 | $113,224 | 2,828 |
| 2025-08-27 01:34 | 2025-08-26 | ASTS | AST SpaceMobile, Inc. | Johnson Andrew Martin | Officer | SELL | $52.48 | 20,000 | $1,049,600 | 397,485 |
| 2025-08-21 23:54 | 2025-08-21 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | Kennedy Sheryl Lynn | Director | SELL | $36.35 | 2,000 | $72,700 | 10,017 |
| 2025-08-18 23:49 | 2025-08-14 | KORE | KORE Group Holdings, Inc. | Totton Ronald | Director, Officer | OPT+S | $2.43 | 5,016 | $12,189 | 46,601 |
| 2025-08-11 23:01 | 2025-08-08 | GOGO | Gogo Inc. | Moore Christopher John | Director, Officer | BUY | $12.11 | 10,000 | $121,100 | 10,000 |
| 2025-08-12 00:11 | 2025-08-08 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $27.50 | 818,909 | $22,519,998 | 697,143 |
| 2025-08-09 00:03 | 2025-08-07 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $32.60 | 1,840,669 | $60,005,809 | 1,516,052 |
| 2025-08-06 00:03 | 2025-08-04 | CALX | CALIX, INC | Weening Michael | Director, Officer | OPT+S | $57.00 | 74,000 | $4,218,000 | 15,812 |
| 2025-07-29 23:08 | 2025-07-28 | CALX | CALIX, INC | Russo Carl | Director, 10% owner | SELL | $55.40 | 25,000 | $1,384,925 | 2,114,188 |
| 2025-07-26 01:16 | 2025-07-24 | BZFD | BuzzFeed, Inc. | Johnson John S. III | SELL | $2.45 | 50,000 | $122,310 | 1,041,195 | |
| 2025-07-24 23:05 | 2025-07-22 | SPIR | Spire Global, Inc. | Platzer Peter | Director, Officer | SELL | $10.92 | 20,799 | $227,125 | 1,593,400 |
| 2025-07-25 01:42 | 2025-07-22 | CALX | CALIX, INC | Weening Michael | Director, Officer | OPT+S | $55.62 | 200,000 | $11,124,000 | 15,812 |
| 2025-07-25 01:43 | 2025-07-23 | CALX | CALIX, INC | SINDELAR CORY | Officer | OPT+S | $56.00 | 10,000 | $560,000 | 76,285 |
| 2025-07-12 02:06 | 2025-07-09 | SATS | EchoStar CORP | Manson Dean | Officer | OPT+S | $33.00 | 25,000 | $825,000 | 2,322 |
| 2025-07-10 00:38 | 2025-07-08 | SPIR | Spire Global, Inc. | Platzer Peter | Director, Officer | OPT+S | $12.25 | 130,191 | $1,594,840 | 1,614,199 |
| 2025-07-01 23:45 | 2025-06-30 | CALX | CALIX, INC | SINDELAR CORY | Officer | OPT+S | $52.00 | 10,000 | $520,000 | 76,285 |
| 2025-06-26 23:30 | 2025-06-24 | SPIR | Spire Global, Inc. | Platzer Peter | Director, Officer | SELL | $9.91 | 25,907 | $256,738 | 1,614,199 |
| 2025-06-20 23:01 | 2025-06-18 | GOGO | Gogo Inc. | Begler Michael | Officer | SELL | $15.00 | 107,136 | $1,607,040 | 14,454 |
| 2025-06-18 00:59 | 2025-06-16 | BZFD | BuzzFeed, Inc. | Rolle Janet L | Director | SELL | $2.11 | 24,474 | $51,723 | 122,223 |
| 2025-06-17 02:49 | 2025-06-16 | ASTS | AST SpaceMobile, Inc. | Gupta Shanti B. | Officer | SELL | $41.84 | 10,000 | $418,400 | 305,667 |
| 2025-06-16 23:53 | 2025-06-16 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $47.11 | 70,000 | $3,297,609 | 3,356,721 |
| 2025-06-16 17:03 | 2025-06-13 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $47.40 | 55,000 | $2,607,204 | 3,426,721 |
| 2025-06-14 02:00 | 2025-06-13 | SPIR | Spire Global, Inc. | Messer Stephen | Director | SELL | $10.85 | 16,660 | $180,761 | 82,062 |
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.