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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-03-24 16:13 | 2025-03-21 | GSAT | Globalstar, Inc. | Monroe James III | Director, 10% owner | BUY | $22.31 | 50,000 | $1,115,620 | 947,273 |
| 2025-03-21 01:05 | 2025-03-20 | GSAT | Globalstar, Inc. | Monroe James III | Director, 10% owner | BUY | $21.83 | 25,000 | $545,780 | 897,273 |
| 2025-03-19 23:43 | 2025-03-18 | SPIR | Spire Global, Inc. | Platzer Peter | Director, Officer | SELL | $8.57 | 27,564 | $236,223 | 1,615,902 |
| 2025-03-19 23:01 | 2025-03-17 | GOGO | Gogo Inc. | TOWNSEND CHARLES C | Director | BUY | $6.66 | 200,000 | $1,331,340 | 1,940,688 |
| 2025-03-19 23:28 | 2025-03-19 | GSAT | Globalstar, Inc. | Monroe James III | Director, 10% owner | BUY | $21.71 | 25,000 | $542,760 | 872,273 |
| 2025-03-19 00:02 | 2025-03-17 | ASTS | AST SpaceMobile, Inc. | Wisniewski Scott | Officer | SELL | $28.35 | 35,871 | $1,016,943 | 653,146 |
| 2025-03-18 23:55 | 2025-03-17 | ASTS | AST SpaceMobile, Inc. | Gupta Shanti B. | Officer | SELL | $28.00 | 24,425 | $683,900 | 368,807 |
| 2025-03-19 00:37 | 2025-03-18 | GSAT | Globalstar, Inc. | Monroe James III | Director, 10% owner | BUY | $20.80 | 25,000 | $519,990 | 847,273 |
| 2025-03-18 23:01 | 2025-03-17 | GOGO | Gogo Inc. | THORNE OAKLEIGH | Director, 10% owner | BUY | $6.57 | 75,432 | $495,588 | 27,303,395 |
| 2025-03-14 23:42 | 2025-03-12 | GSAT | Globalstar, Inc. | Taylor Timothy Evan | Director, Officer | SELL | $21.74 | 52,666 | $1,144,790 | 372,911 |
| 2025-03-15 00:58 | 2025-03-12 | BZFD | BuzzFeed, Inc. | NEW ENTERPRISE ASSOCIATES 13 LP | 10% owner | SELL | $2.20 | 362,966 | $798,017 | 3,401,499 |
| 2025-03-15 01:02 | 2025-03-12 | BZFD | BuzzFeed, Inc. | KERINS PATRICK J | 10% owner | SELL | $2.20 | 362,966 | $798,017 | 3,401,499 |
| 2025-03-14 00:43 | 2025-03-12 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | FERGUSON Lewis H | Director | SELL | $69.37 | 956 | $66,313 | 18,652 |
| 2025-03-13 23:30 | 2025-03-11 | KVHI | KVH INDUSTRIES INC DE | BRUUN BRENT C | Director, Officer | SELL | $5.12 | 3,141 | $16,076 | 179,958 |
| 2025-03-13 23:29 | 2025-03-11 | KVHI | KVH INDUSTRIES INC DE | FEINGOLD FELISE | Officer | SELL | $5.12 | 1,714 | $8,772 | 75,689 |
| 2025-03-13 00:47 | 2025-03-12 | GSAT | Globalstar, Inc. | Clary Rebecca | Officer | SELL | $22.15 | 2,402 | $53,210 | 102,741 |
| 2025-03-13 00:46 | 2025-03-12 | GSAT | Globalstar, Inc. | Ponder L Barbee IV | Officer | SELL | $22.15 | 252 | $5,582 | 145,374 |
| 2025-03-13 00:47 | 2025-03-12 | GSAT | Globalstar, Inc. | JACOBS PAUL E | Director, Officer | SELL | $22.15 | 7,087 | $156,993 | 12,374 |
| 2025-03-11 14:00 | 2025-03-10 | ASTS | AST SpaceMobile, Inc. | Torres Julio A. | Director | SELL | $30.73 | 20,000 | $614,600 | 52,628 |
| 2025-03-12 00:44 | 2025-03-11 | GSAT | Globalstar, Inc. | Ponder L Barbee IV | Officer | SELL | $21.71 | 488 | $10,594 | 145,120 |
| 2025-03-12 00:43 | 2025-03-11 | GSAT | Globalstar, Inc. | Clary Rebecca | Officer | SELL | $21.71 | 349 | $7,577 | 100,311 |
| 2025-03-12 01:53 | 2025-03-07 | BZFD | BuzzFeed, Inc. | NEW ENTERPRISE ASSOCIATES 13 LP | 10% owner | SELL | $2.03 | 47,477 | $96,222 | 3,764,465 |
| 2025-03-12 02:25 | 2025-03-07 | BZFD | BuzzFeed, Inc. | KERINS PATRICK J | 10% owner | SELL | $2.03 | 47,477 | $96,222 | 3,764,465 |
| 2025-03-11 14:00 | 2025-03-10 | ASTS | AST SpaceMobile, Inc. | RUBIN RONALD L | Director | SELL | $32.46 | 7,000 | $227,220 | 65,628 |
| 2025-03-11 00:54 | 2025-03-06 | SATS | EchoStar CORP | Manson Dean | Officer | SELL | $30.05 | 5,000 | $150,250 | 2,332 |
| 2025-03-10 19:07 | 2025-03-07 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | KILMER HENRY W | Officer | SELL | $72.57 | 2,400 | $174,168 | 41,000 |
| 2025-03-08 00:30 | 2025-03-05 | SPIR | Spire Global, Inc. | Platzer Peter | Director, Officer | SELL | $10.91 | 51,291 | $559,457 | 1,643,466 |
| 2025-03-06 17:33 | 2025-03-04 | SPIR | Spire Global, Inc. | Platzer Peter | Director, Officer | SELL | $10.38 | 145,600 | $1,511,721 | 1,694,757 |
| 2025-03-07 05:05 | 2025-03-04 | BZFD | BuzzFeed, Inc. | NEW ENTERPRISE ASSOCIATES 13 LP | 10% owner | SELL | $2.07 | 21,531 | $44,617 | 3,811,942 |
| 2025-03-07 05:08 | 2025-03-04 | BZFD | BuzzFeed, Inc. | KERINS PATRICK J | 10% owner | SELL | $2.07 | 21,531 | $44,617 | 3,811,942 |
| 2025-03-06 00:40 | 2025-03-04 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | SCHAEFFER DAVE | Director, Officer | SELL | $71.77 | 60,000 | $4,305,978 | 4,444,038 |
| 2025-03-05 19:42 | 2025-03-04 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | BUBECK JAMES | Officer | SELL | $71.67 | 2,000 | $143,348 | 57,142 |
| 2025-03-04 17:22 | 2025-03-03 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | WEED THADDEUS GERARD | Officer | SELL | $72.06 | 4,900 | $353,110 | 103,000 |
| 2025-03-03 21:58 | 2025-03-03 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | Kennedy Sheryl Lynn | Director | SELL | $72.96 | 1,425 | $103,967 | 10,147 |
| 2025-03-01 01:03 | 2025-02-27 | CALX | CALIX, INC | Russo Carl | Director, 10% owner | SELL | $38.15 | 25,000 | $953,750 | 2,164,188 |
| 2025-02-26 01:51 | 2025-02-21 | SPIR | Spire Global, Inc. | Condor Theresa | Director, Officer | SELL | $11.27 | 17,979 | $202,587 | 359,173 |
| 2025-02-26 01:49 | 2025-02-21 | SPIR | Spire Global, Inc. | Platzer Peter | Director, Officer | SELL | $11.27 | 51,346 | $578,567 | 1,840,357 |
| 2025-02-26 01:48 | 2025-02-21 | SPIR | Spire Global, Inc. | Johnson Boyd C. | Officer | SELL | $11.27 | 11,304 | $127,373 | 300,304 |
| 2025-02-26 01:42 | 2025-02-21 | SPIR | Spire Global, Inc. | Basola Leonardo | Officer | SELL | $11.27 | 14,228 | $160,321 | 222,251 |
| 2025-02-21 00:41 | 2025-02-19 | KVHI | KVH INDUSTRIES INC DE | FEINGOLD FELISE | Officer | SELL | $5.81 | 1,712 | $9,943 | 77,403 |
| 2025-02-21 00:40 | 2025-02-19 | KVHI | KVH INDUSTRIES INC DE | BRUUN BRENT C | Director, Officer | SELL | $5.81 | 3,530 | $20,502 | 183,099 |
| 2025-02-20 00:12 | 2025-02-18 | IRDM | Iridium Communications Inc. | Olson Eric T | Director | OPT+S | $34.03 | 4,955 | $168,619 | 137,557 |
| 2025-02-20 00:11 | 2025-02-18 | IRDM | Iridium Communications Inc. | Morgan Kathleen A. | Officer | SELL | $33.58 | 15,005 | $503,868 | 55,818 |
| 2025-02-13 00:41 | 2025-02-10 | VSAT | VIASAT INC | ONTARIO TEACHERS PENSION PLAN BOARD | SELL | $9.00 | 3,750,000 | $33,750,000 | 4,795,334 | |
| 2025-02-13 01:18 | 2025-02-10 | VSAT | VIASAT INC | TRITON LUXTOPHOLDING SARL | SELL | $9.00 | 3,750,000 | $33,750,000 | 4,795,334 | |
| 2025-02-12 05:33 | 2025-02-10 | VSAT | VIASAT INC | CPP Investment Board Private Holdings (4) Inc. | SELL | $9.00 | 3,750,000 | $33,750,000 | 4,795,334 | |
| 2025-01-15 01:00 | 2025-01-10 | IRDM | Iridium Communications Inc. | FITZPATRICK THOMAS | Director | OPT+S | $28.53 | 12,500 | $356,625 | 241,030 |
| 2025-01-08 01:25 | 2025-01-06 | GSAT | Globalstar, Inc. | JACOBS PAUL E | Director, Officer | SELL | $2.19 | 14,539 | $31,840 | 84,815 |
| 2025-01-04 00:30 | 2025-01-02 | IRDM | Iridium Communications Inc. | Last Timothy James | Officer | SELL | $29.23 | 57 | $1,666 | 30,034 |
| 2024-12-30 17:25 | 2024-12-26 | GSAT | Globalstar, Inc. | Monroe James III | Director, 10% owner | BUY | $2.12 | 1,500,000 | $3,177,300 | 12,334,090 |
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.