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Sector Analysis

Refuse Systems

Standard Industrial Classification: SIC 4953

Industry Insider Sentiment Analysis

The Refuse Systems sector (SIC 4953) 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
2019-08-26 22:50 2019-08-22 CWST CASELLA WASTE SYSTEMS INC Johnson Edwin D Officer OPT+S $46.04 68,401 $3,149,155 338,844
2019-08-22 01:32 2019-08-19 QRHC Quest Resource Holding Corp Miller Ronald L. Jr. Director BUY $2.65 300 $795 675
2019-08-21 23:16 2019-08-19 CWST CASELLA WASTE SYSTEMS INC Johnson Edwin D Officer OPT+S $46.01 7,300 $335,860 338,844
2019-08-19 23:28 2019-08-16 CWST CASELLA WASTE SYSTEMS INC BURKE MICHAEL K Director SELL $45.80 10,000 $458,028 36,210
2019-08-19 23:14 2019-08-15 WCN Waste Connections, Inc. GUILLET EDWARD E Director SELL $90.41 20,000 $1,808,250 41,173
2019-08-14 23:35 2019-08-12 CWST CASELLA WASTE SYSTEMS INC CALLAHAN JAMES F JR Director SELL $45.41 10,000 $454,054 58,283
2019-08-14 23:36 2019-08-12 CWST CASELLA WASTE SYSTEMS INC DOODY JOSEPH Director SELL $45.31 63,395 $2,872,580 33,283
2019-08-14 23:35 2019-08-12 CWST CASELLA WASTE SYSTEMS INC PETERS GREGORY B Director SELL $44.90 7,000 $314,300 83,562
2019-08-12 23:39 2019-08-08 CWST CASELLA WASTE SYSTEMS INC Johnson Edwin D Officer OPT+S $46.75 5,602 $261,883 338,844
2019-08-12 23:27 2019-08-08 WCN Waste Connections, Inc. Shea Patrick James Officer SELL $92.35 17,000 $1,570,028 20,879
2019-08-12 23:39 2019-08-09 CWST CASELLA WASTE SYSTEMS INC CASELLA DOUGLAS R Director, Officer SELL $45.69 37,283 $1,703,296 642,704
2019-08-08 23:36 2019-08-07 CWST CASELLA WASTE SYSTEMS INC Heald Christopher Officer BUY $12.48 8,012 $99,990 57,397
2019-08-08 23:36 2019-08-06 CWST CASELLA WASTE SYSTEMS INC Heald Christopher Officer OPT+S $44.58 976 $43,511 49,385
2019-08-08 23:36 2019-08-08 CWST CASELLA WASTE SYSTEMS INC Coletta Edmond Officer SELL $47.12 21,011 $990,122 165,200
2019-08-08 23:37 2019-08-08 CWST CASELLA WASTE SYSTEMS INC SCHMITT DAVID L Officer SELL $47.12 10,000 $471,176 15,959
2019-08-08 23:00 2019-08-06 WCN Waste Connections, Inc. HANSEN ERIC Officer SELL $90.00 5,500 $495,000 5,144
2019-08-08 23:37 2019-08-06 CWST CASELLA WASTE SYSTEMS INC CASELLA JOHN W Director, Officer SELL $44.70 98,844 $4,418,386 286,248
2019-08-06 23:05 2019-08-06 CWST CASELLA WASTE SYSTEMS INC HULLIGAN WILLIAM P Director SELL $44.60 10,000 $446,000 42,031
2019-08-06 23:45 2019-08-02 WCN Waste Connections, Inc. LITTLE JAMES Officer SELL $89.74 10,000 $897,432 20,280
2019-08-06 23:05 2019-08-06 CWST CASELLA WASTE SYSTEMS INC OCONNOR JAMES E Director SELL $44.39 10,000 $443,900 22,610
2019-08-06 23:45 2019-08-02 WCN Waste Connections, Inc. CHAMBLISS DARRELL W Officer SELL $89.55 14,100 $1,262,717 90,000
2019-08-05 23:30 2019-08-01 WCN Waste Connections, Inc. RAZZOUK WILLIAM J Director SELL $90.29 6,000 $541,720 13,919
2019-07-31 23:15 2019-07-24 QRHC Quest Resource Holding Corp WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% owner BUY $2.26 2,877 $6,502 966,300
2019-07-31 02:38 2019-07-29 RSG REPUBLIC SERVICES, INC. Ellingsen Catharine D Officer OPT+S $90.00 3,100 $279,000 10,976
2019-07-17 22:10 2019-07-16 WM WASTE MANAGEMENT INC POPE JOHN C Director SELL $118.30 268 $31,704 53,110
2019-07-17 22:10 2019-07-17 WM WASTE MANAGEMENT INC GROSS PATRICK W Director SELL $118.61 289 $34,278 24,576
2019-07-17 22:10 2019-07-16 WM WASTE MANAGEMENT INC CLARK FRANK M Director SELL $118.07 268 $31,643 31,742
2019-07-10 22:40 2019-07-08 WM WASTE MANAGEMENT INC Fish James C Jr Officer OPT+S $116.51 84,314 $9,823,416 250,537
2019-06-25 23:15 2019-06-21 QRHC Quest Resource Holding Corp WYNNEFIELD PARTNERS SMALL CAP VALUE LP I 10% owner BUY $2.26 2,123 $4,798 964,827
2019-05-24 21:06 2019-05-23 CWST CASELLA WASTE SYSTEMS INC CALLAHAN JAMES F JR Director SELL $38.52 10,000 $385,175 49,789
2019-05-17 23:25 2019-05-17 CWST CASELLA WASTE SYSTEMS INC Heald Christopher Officer SELL $38.88 17,851 $694,061 49,385
2019-05-17 23:24 2019-05-16 CWST CASELLA WASTE SYSTEMS INC Coletta Edmond Officer SELL $38.70 12,000 $464,366 186,211
2019-05-14 23:41 2019-05-10 CWST CASELLA WASTE SYSTEMS INC Johnson Edwin D Officer OPT+S $38.09 82,500 $3,142,128 338,844
2019-05-10 23:14 2019-05-09 CWST CASELLA WASTE SYSTEMS INC BURKE MICHAEL K Director SELL $37.22 8,389 $312,233 39,603
2019-05-09 21:58 2019-05-07 WM WASTE MANAGEMENT INC Watson Michael J. Officer SELL $104.55 700 $73,182 9,118
2019-05-10 01:36 2019-05-09 RSG REPUBLIC SERVICES, INC. SLAGER DONALD W Director, Officer SELL $82.66 69,966 $5,783,383 287,610
2019-05-08 00:00 2019-05-03 CWST CASELLA WASTE SYSTEMS INC Coletta Edmond Officer OPT+S $37.30 146,017 $5,445,996 156,252
2019-05-07 23:59 2019-05-06 CWST CASELLA WASTE SYSTEMS INC SCHMITT DAVID L Officer SELL $37.23 10,000 $372,254 25,959
2019-05-08 00:01 2019-05-03 CWST CASELLA WASTE SYSTEMS INC CASELLA JOHN W Director, Officer OPT+S $37.31 45,124 $1,683,667 385,092
2019-05-04 02:36 2019-05-01 RSG REPUBLIC SERVICES, INC. Bales Brian A Officer OPT+S $82.67 22,831 $1,887,411 13,504
2019-05-01 19:40 2019-04-29 WM WASTE MANAGEMENT INC Morris John J Officer OPT+S $106.38 42,795 $4,552,528 77,967
2019-05-02 02:00 2019-04-30 RSG REPUBLIC SERVICES, INC. Serianni Charles F Officer OPT+S $82.30 9,500 $781,861 44,200
2019-05-02 00:56 2019-04-30 RSG REPUBLIC SERVICES, INC. Vander Ark Jon Officer SELL $82.33 19,278 $1,587,158 0
2019-04-16 01:14 2019-04-11 QRHC Quest Resource Holding Corp Forte Jeffrey D. SELL $1.50 500,000 $750,000 1,097,518
2019-04-16 01:19 2019-04-11 QRHC Quest Resource Holding Corp SALTZ MITCHELL A SELL $1.74 3,700,000 $6,425,050 0
2019-03-30 01:44 2019-03-27 RSG REPUBLIC SERVICES, INC. Hughes Jeffrey A Officer SELL $80.40 10,118 $813,481 0
2019-03-30 01:31 2019-03-27 RSG REPUBLIC SERVICES, INC. Collins Tomago Director SELL $80.59 4,102 $330,575 14,819
2019-03-28 22:59 2019-03-12 CWST CASELLA WASTE SYSTEMS INC CALLAHAN JAMES F JR Director SELL $34.50 10,000 $344,990 54,789
2019-03-26 03:20 2019-03-25 RSG REPUBLIC SERVICES, INC. RODRIGUEZ RAMON A Director SELL $79.75 5,480 $437,027 0
2019-03-14 23:24 2019-03-13 CWST CASELLA WASTE SYSTEMS INC Heald Christopher Officer SELL $34.18 310 $10,597 70,025
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Refuse Systems sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (4953) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Refuse Systems

Every transaction in the Refuse Systems 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.