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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-12 23:30 | 2025-06-10 | SPIR | Spire Global, Inc. | Platzer Peter | Director, Officer | OPT+S | $12.04 | 16,977 | $204,356 | 1,640,106 |
| 2025-06-13 00:29 | 2025-06-12 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $47.86 | 55,000 | $2,632,372 | 3,481,721 |
| 2025-06-12 17:11 | 2025-06-11 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $48.51 | 55,000 | $2,668,133 | 3,536,721 |
| 2025-06-12 23:26 | 2025-06-10 | KVHI | KVH INDUSTRIES INC DE | BRUUN BRENT C | Director, Officer | SELL | $5.22 | 2,368 | $12,370 | 175,927 |
| 2025-06-12 23:26 | 2025-06-10 | KVHI | KVH INDUSTRIES INC DE | FEINGOLD FELISE | Officer | SELL | $5.22 | 1,601 | $8,364 | 72,963 |
| 2025-06-11 00:15 | 2025-06-09 | ASTS | AST SpaceMobile, Inc. | Gupta Shanti B. | Officer | SELL | $36.08 | 15,000 | $541,200 | 315,667 |
| 2025-06-11 00:15 | 2025-06-10 | ASTS | AST SpaceMobile, Inc. | Yao Huiwen | Officer | SELL | $34.60 | 4,250 | $147,050 | 20,750 |
| 2025-06-11 01:15 | 2025-06-10 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $48.68 | 55,000 | $2,677,488 | 3,591,721 |
| 2025-06-10 00:15 | 2025-06-09 | ASTS | AST SpaceMobile, Inc. | Wisniewski Scott | Officer | SELL | $35.65 | 50,000 | $1,782,500 | 545,595 |
| 2025-06-10 01:23 | 2025-06-09 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $48.64 | 55,000 | $2,675,349 | 3,646,721 |
| 2025-06-09 23:51 | 2025-06-09 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | WEED THADDEUS GERARD | Officer | SELL | $48.04 | 4,900 | $235,396 | 98,000 |
| 2025-06-09 23:49 | 2025-06-06 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | KILMER HENRY W | Officer | SELL | $47.95 | 2,400 | $115,080 | 38,600 |
| 2025-06-09 23:48 | 2025-06-06 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $47.78 | 80,000 | $3,822,128 | 3,701,721 |
| 2025-06-09 16:09 | 2025-06-05 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $47.30 | 75,000 | $3,547,313 | 3,781,721 |
| 2025-06-06 16:16 | 2025-06-04 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | BUBECK JAMES | Officer | SELL | $47.50 | 2,000 | $94,999 | 55,142 |
| 2025-06-06 00:08 | 2025-06-04 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $47.76 | 75,000 | $3,581,985 | 3,856,721 |
| 2025-06-04 23:06 | 2025-06-03 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $46.97 | 65,000 | $3,052,868 | 3,931,721 |
| 2025-06-04 00:20 | 2025-05-27 | SPIR | Spire Global, Inc. | Platzer Peter | Director, Officer | SELL | $10.87 | 23,563 | $256,130 | 1,565,046 |
| 2025-06-03 23:56 | 2025-06-03 | IRDM | Iridium Communications Inc. | Kapalka Timothy | Officer | SELL | $26.08 | 1,922 | $50,126 | 39,737 |
| 2025-06-03 23:25 | 2025-06-02 | CALX | CALIX, INC | Weening Michael | Director, Officer | OPT+S | $46.59 | 100,000 | $4,658,710 | 15,812 |
| 2025-06-03 23:28 | 2025-06-02 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $46.33 | 65,000 | $3,011,138 | 3,996,721 |
| 2025-06-02 23:08 | 2025-05-30 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $45.90 | 25,000 | $1,147,425 | 4,061,721 |
| 2025-05-30 23:03 | 2025-05-29 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $46.90 | 25,000 | $1,172,593 | 4,086,721 |
| 2025-05-29 23:30 | 2025-05-28 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $47.41 | 20,000 | $948,174 | 4,111,721 |
| 2025-05-29 23:05 | 2025-05-28 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | WEED THADDEUS GERARD | Officer | SELL | $47.67 | 100 | $4,767 | 102,900 |
| 2025-05-29 23:04 | 2025-05-28 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | FERGUSON Lewis H | Director | SELL | $47.57 | 1,100 | $52,327 | 18,904 |
| 2025-05-28 23:29 | 2025-05-27 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $48.67 | 20,000 | $973,322 | 4,131,721 |
| 2025-05-28 00:19 | 2025-05-22 | GOGO | Gogo Inc. | Silver (Equity) Holdings, LP | Director, 10% owner | SELL | $11.00 | 8,500,000 | $93,500,000 | 4,174,482 |
| 2025-05-27 23:13 | 2025-05-23 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $46.93 | 25,000 | $1,173,318 | 4,151,721 |
| 2025-05-23 23:02 | 2025-05-22 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $46.27 | 25,000 | $1,156,768 | 4,176,721 |
| 2025-05-22 23:25 | 2025-05-21 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $46.81 | 40,000 | $1,872,248 | 4,201,721 |
| 2025-05-21 23:20 | 2025-05-20 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $49.96 | 15,000 | $749,348 | 4,241,721 |
| 2025-05-20 00:00 | 2025-05-16 | ASTS | AST SpaceMobile, Inc. | Yao Huiwen | Officer | SELL | $26.82 | 55,000 | $1,475,100 | 0 |
| 2025-05-19 16:56 | 2025-05-16 | GSAT | Globalstar, Inc. | Monroe James III | Director, 10% owner | BUY | $18.68 | 50,000 | $933,890 | 58,833,076 |
| 2025-05-19 23:21 | 2025-05-16 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $51.00 | 15,000 | $764,925 | 4,256,721 |
| 2025-05-19 20:42 | 2025-05-16 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | WEED THADDEUS GERARD | Officer | SELL | $0.00 | 0 | $0 | 103,000 |
| 2025-05-16 23:24 | 2025-05-16 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | WEED THADDEUS GERARD | Officer | SELL | $50.41 | 100 | $5,041 | 102,900 |
| 2025-05-16 23:04 | 2025-05-15 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $50.38 | 40,000 | $2,015,036 | 4,271,721 |
| 2025-05-15 23:01 | 2025-05-13 | GOGO | Gogo Inc. | CRANDALL ROBERT L | Director | BUY | $11.84 | 25,000 | $296,000 | 103,934 |
| 2025-05-15 23:12 | 2025-05-14 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $50.64 | 30,000 | $1,519,140 | 4,311,721 |
| 2025-05-15 00:35 | 2025-05-14 | GSAT | Globalstar, Inc. | Monroe James III | Director, 10% owner | BUY | $18.77 | 25,000 | $469,325 | 58,783,076 |
| 2025-05-14 23:17 | 2025-05-12 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $50.37 | 54,000 | $2,720,234 | 4,341,721 |
| 2025-05-13 23:11 | 2025-05-13 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | Kennedy Sheryl Lynn | Director | SELL | $50.19 | 1,450 | $72,773 | 10,049 |
| 2025-05-13 00:43 | 2025-05-12 | GSAT | Globalstar, Inc. | Monroe James III | Director, 10% owner | BUY | $18.56 | 50,000 | $928,035 | 58,758,076 |
| 2025-04-30 01:00 | 2025-04-28 | CALX | CALIX, INC | Russo Carl | Director, 10% owner | SELL | $39.59 | 25,000 | $989,690 | 2,139,188 |
| 2025-04-17 23:30 | 2025-04-15 | SPIR | Spire Global, Inc. | Platzer Peter | Director, Officer | SELL | $9.28 | 27,293 | $253,279 | 1,588,609 |
| 2025-04-03 23:18 | 2025-04-02 | KVHI | KVH INDUSTRIES INC DE | BRUUN BRENT C | Director, Officer | SELL | $5.17 | 1,663 | $8,598 | 178,295 |
| 2025-04-03 23:17 | 2025-04-02 | KVHI | KVH INDUSTRIES INC DE | FEINGOLD FELISE | Officer | SELL | $5.17 | 1,125 | $5,816 | 74,564 |
| 2025-03-29 00:30 | 2025-03-28 | GSAT | Globalstar, Inc. | Monroe James III | Director, 10% owner | BUY | $22.52 | 209,546 | $4,718,976 | 790,097 |
| 2025-03-29 00:29 | 2025-03-28 | GSAT | Globalstar, Inc. | JACOBS PAUL E | Director, Officer | SELL | $22.52 | 209,546 | $4,718,976 | 0 |
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.