Water Supply
Standard Industrial Classification: SIC 4941
Industry Insider Sentiment Analysis
The Water Supply sector (SIC 4941) 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2020-01-22 19:29 | 2020-01-21 | MSEX | MIDDLESEX WATER CO | REINHARD WALTER G | Director | SELL | $65.93 | 500 | $32,965 | 7,695 |
| 2020-01-22 00:22 | 2020-01-21 | YORW | YORK WATER CO | Rasmussen Steven R | Director | BUY | $46.21 | 13 | $600 | 2,225 |
| 2020-01-21 18:39 | 2020-01-15 | YORW | YORK WATER CO | DOTZEL CYNTHIA | Director | BUY | $45.14 | 38 | $1,719 | 15,323 |
| 2020-01-17 00:05 | 2020-01-15 | YORW | YORK WATER CO | HINES JEFFREY R | Director, Officer | BUY | $43.98 | 410 | $18,052 | 56,569 |
| 2020-01-16 23:58 | 2020-01-15 | YORW | YORK WATER CO | Hand Joseph Thomas | Officer | BUY | $43.95 | 182 | $8,007 | 15,249 |
| 2020-01-16 23:27 | 2020-01-15 | YORW | YORK WATER CO | BRACEY VERNON L | Officer | BUY | $43.94 | 15 | $663 | 808 |
| 2020-01-16 23:19 | 2020-01-15 | YORW | YORK WATER CO | Colon Natalee | Officer | BUY | $43.94 | 14 | $620 | 641 |
| 2020-01-16 23:12 | 2020-01-15 | YORW | YORK WATER CO | Poff Matthew E | Officer | BUY | $43.98 | 10 | $421 | 1,627 |
| 2020-01-16 23:02 | 2020-01-15 | YORW | YORK WATER CO | Snyder Mark S | Officer | BUY | $43.95 | 26 | $1,145 | 2,050 |
| 2020-01-16 22:54 | 2020-01-15 | YORW | YORK WATER CO | Wheeler Mark A | Officer | BUY | $43.93 | 17 | $735 | 254 |
| 2020-01-16 18:13 | 2020-01-15 | YORW | YORK WATER CO | Hardman Mark J | Officer | BUY | $44.00 | 2 | $73 | 404 |
| 2020-01-16 03:09 | 2020-01-14 | SJW | H2O AMERICA | Lynch James Patrick | Officer | SELL | $69.88 | 1,000 | $69,882 | 25,048 |
| 2020-01-16 00:39 | 2020-01-15 | YORW | YORK WATER CO | Waters Ernest J | Director | BUY | $44.00 | 4 | $192 | 1,573 |
| 2020-01-15 23:51 | 2020-01-15 | YORW | YORK WATER CO | NEWCOMER ROBERT P | Director | BUY | $44.00 | 24 | $1,055 | 5,878 |
| 2020-01-15 23:45 | 2020-01-15 | YORW | YORK WATER CO | GANG MICHAEL W | Director | BUY | $44.00 | 45 | $1,973 | 11,995 |
| 2020-01-15 23:37 | 2020-01-15 | YORW | YORK WATER CO | Cawley James H | Director | BUY | $44.00 | 1 | $64 | 559 |
| 2020-01-15 23:31 | 2020-01-15 | YORW | YORK WATER CO | McGlaughlin Erin C | Director | BUY | $44.00 | 5 | $224 | 1,248 |
| 2020-01-15 23:24 | 2020-01-15 | YORW | YORK WATER CO | Keller Jody L | Director | BUY | $44.00 | 10 | $444 | 2,477 |
| 2020-01-15 21:33 | 2020-01-15 | YORW | YORK WATER CO | Rasmussen Steven R | Director | BUY | $44.00 | 9 | $397 | 2,212 |
| 2020-01-10 00:00 | 2020-01-07 | PCYO | PURE CYCLE CORP | PAR INVESTMENT PARTNERS LP | 10% owner | SELL | $12.25 | 225,000 | $2,756,250 | 2,307,970 |
| 2020-01-07 03:19 | 2020-01-02 | AWR | AMERICAN STATES WATER CO | SWITZER BRYAN K | Officer | SELL | $86.60 | 400 | $34,640 | 9,190 |
| 2020-01-03 19:09 | 2019-12-12 | YORW | YORK WATER CO | Waters Ernest J | Director | BUY | $45.41 | 500 | $22,705 | 1,568 |
| 2019-12-23 17:00 | 2019-12-20 | YORW | YORK WATER CO | Rasmussen Steven R | Director | BUY | $45.83 | 13 | $600 | 2,203 |
| 2019-12-13 01:00 | 2019-12-10 | SJW | H2O AMERICA | Lynch James Patrick | Officer | SELL | $71.16 | 1,000 | $71,161 | 24,521 |
| 2019-12-11 20:46 | 2019-12-11 | CWT | CALIFORNIA WATER SERVICE GROUP | Kuta Robert J | Officer | SELL | $51.19 | 2,150 | $110,068 | 8,379 |
| 2019-12-07 00:16 | 2019-12-05 | CWCO | Consolidated Water Co. Ltd. | Whittaker Raymond | Director | SELL | $16.52 | 10,000 | $165,200 | 6,065 |
| 2019-12-06 02:44 | 2019-12-03 | AWR | AMERICAN STATES WATER CO | GEDNEY WILLIAM C | Officer | OPT+S | $84.65 | 1,932 | $163,552 | 23,128 |
| 2019-12-03 00:30 | 2019-12-02 | AWR | AMERICAN STATES WATER CO | SWITZER BRYAN K | Officer | SELL | $85.13 | 400 | $34,052 | 9,584 |
| 2019-11-21 17:26 | 2019-11-20 | YORW | YORK WATER CO | Wheeler Mark A | Officer | BUY | $42.13 | 237 | $10,000 | 237 |
| 2019-11-21 00:14 | 2019-11-20 | YORW | YORK WATER CO | Rasmussen Steven R | Director | BUY | $42.13 | 14 | $600 | 2,190 |
| 2019-11-20 00:00 | 2019-11-18 | PCYO | PURE CYCLE CORP | PAR INVESTMENT PARTNERS LP | 10% owner | SELL | $10.75 | 500,000 | $5,375,000 | 2,532,970 |
| 2019-11-20 01:23 | 2019-11-15 | CWT | CALIFORNIA WATER SERVICE GROUP | NELSON PETER C | Director | SELL | $49.56 | 10,000 | $495,626 | 14,283 |
| 2019-11-14 19:15 | 2019-11-12 | SJW | H2O AMERICA | Van Valer Robert A | Director | BUY | $67.21 | 7,500 | $504,110 | 93,129 |
| 2019-11-12 23:21 | 2019-11-11 | ARTNA | Artesian Resources Corporation Class A Common Stock | WYER WILLIAM C | Director | SELL | $36.76 | 2,000 | $73,521 | 17,500 |
| 2019-11-12 21:37 | 2019-11-12 | YORW | YORK WATER CO | HINES JEFFREY R | Director, Officer | BUY | $41.60 | 50 | $2,080 | 12,795 |
| 2019-11-07 03:28 | 2019-11-05 | AWR | AMERICAN STATES WATER CO | ROSS LLOYD E | SELL | $91.24 | 500 | $45,620 | 37,605 | |
| 2019-11-01 23:18 | 2019-11-01 | AWR | AMERICAN STATES WATER CO | SWITZER BRYAN K | Officer | SELL | $95.38 | 400 | $38,152 | 9,984 |
| 2019-10-21 23:27 | 2019-10-21 | YORW | YORK WATER CO | Rasmussen Steven R | Director | BUY | $43.09 | 14 | $600 | 12,176 |
| 2019-10-17 16:35 | 2019-10-15 | YORW | YORK WATER CO | DOTZEL CYNTHIA | Director | BUY | $41.50 | 40 | $1,647 | 15,285 |
| 2019-10-16 21:21 | 2019-10-15 | YORW | YORK WATER CO | Snyder Mark S | Officer | BUY | $41.88 | 27 | $1,126 | 2,024 |
| 2019-10-16 21:14 | 2019-10-15 | YORW | YORK WATER CO | Colon Natalee | Officer | BUY | $42.08 | 15 | $613 | 627 |
| 2019-10-16 21:07 | 2019-10-15 | YORW | YORK WATER CO | HINES JEFFREY R | Director, Officer | BUY | $41.32 | 423 | $17,494 | 56,211 |
| 2019-10-16 21:00 | 2019-10-15 | YORW | YORK WATER CO | BRACEY VERNON L | Officer | BUY | $42.03 | 16 | $655 | 793 |
| 2019-10-16 20:53 | 2019-10-15 | YORW | YORK WATER CO | Hand Joseph Thomas | Officer | BUY | $41.83 | 188 | $7,867 | 15,069 |
| 2019-10-16 20:44 | 2019-10-15 | YORW | YORK WATER CO | Poff Matthew E | Officer | BUY | $41.32 | 10 | $409 | 1,617 |
| 2019-10-16 00:43 | 2019-10-10 | PCYO | PURE CYCLE CORP | Plaisance Capital LLC | 10% owner | BUY | $10.89 | 15,000 | $163,350 | 3,754,609 |
| 2019-10-15 22:02 | 2019-10-15 | YORW | YORK WATER CO | Hardman Mark J | Officer | BUY | $40.86 | 2 | $69 | 402 |
| 2019-10-15 21:28 | 2019-10-15 | YORW | YORK WATER CO | Waters Ernest J | Director | BUY | $40.86 | 5 | $184 | 1,068 |
| 2019-10-15 21:21 | 2019-10-15 | YORW | YORK WATER CO | McGlaughlin Erin C | Director | BUY | $40.86 | 5 | $215 | 1,243 |
| 2019-10-15 21:14 | 2019-10-15 | YORW | YORK WATER CO | Rasmussen Steven R | Director | BUY | $40.86 | 9 | $373 | 2,162 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Water Supply sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (4941) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Water Supply
Every transaction in the Water Supply 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.