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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
2018-11-13 17:21 2018-11-09 AWX AVALON HOLDINGS CORP MCMAHON KENNETH J Officer OPT+S $4.50 15,000 $67,500 0
2018-11-13 17:21 2018-11-09 AWX AVALON HOLDINGS CORP Gramley Kurtis Dean Director OPT+S $4.55 15,000 $68,187 0
2018-11-13 17:21 2018-11-09 AWX AVALON HOLDINGS CORP GORDON STEPHEN L Director OPT+S $4.50 15,000 $67,500 0
2018-11-13 17:21 2018-11-09 AWX AVALON HOLDINGS CORP SAKSA BRYAN Officer OPT+S $4.51 12,000 $54,106 0
2018-11-09 01:10 2018-11-08 WM WASTE MANAGEMENT INC Harris Jeff M Officer SELL $90.00 24,500 $2,205,017 51,490
2018-11-02 02:23 2018-10-31 RSG REPUBLIC SERVICES, INC. Kirk Jennifer M Director BUY $72.35 1,500 $108,525 1,500
2018-10-10 00:13 2018-10-05 QRHC Quest Resource Holding Corp SALTZ MITCHELL A Director, 10% owner SELL $2.63 36,500 $96,053 1,444,911
2018-10-06 00:59 2018-10-03 QRHC Quest Resource Holding Corp SALTZ MITCHELL A Director, 10% owner SELL $2.71 28,500 $77,335 1,481,411
2018-09-28 01:05 2018-09-25 QRHC Quest Resource Holding Corp SALTZ MITCHELL A Director, 10% owner SELL $2.51 8,500 $21,334 1,509,911
2018-09-26 01:18 2018-09-21 QRHC Quest Resource Holding Corp SALTZ MITCHELL A Director, 10% owner SELL $2.57 26,500 $68,219 1,518,411
2018-09-13 23:01 2018-09-13 CWST CASELLA WASTE SYSTEMS INC PETERS GREGORY B Director SELL $33.31 3,000 $99,930 92,015
2018-09-11 23:07 2018-09-11 CWST CASELLA WASTE SYSTEMS INC SCHMITT DAVID L Officer SELL $32.30 10,000 $322,974 42,006
2018-09-07 23:03 2018-09-07 CWST CASELLA WASTE SYSTEMS INC Johnson Edwin D Officer SELL $31.20 20,000 $624,000 345,317
2018-09-06 23:20 2018-09-04 WCN Waste Connections, Inc. HARLAN MICHAEL W Director SELL $79.30 11,900 $943,688 18,754
2018-09-06 23:20 2018-09-05 WCN Waste Connections, Inc. CHAMBLISS DARRELL W Officer SELL $80.00 6,485 $518,800 100,000
2018-08-27 23:23 2018-08-23 CWST CASELLA WASTE SYSTEMS INC BURKE MICHAEL K Director SELL $27.29 3,991 $108,925 47,631
2018-08-23 22:53 2018-08-21 CWST CASELLA WASTE SYSTEMS INC BURKE MICHAEL K Director SELL $27.72 13,845 $383,749 51,622
2018-08-22 22:57 2018-08-20 CWST CASELLA WASTE SYSTEMS INC CALLAHAN JAMES F JR Director SELL $27.99 10,000 $279,900 70,736
2018-08-21 00:08 2018-08-17 WCN Waste Connections, Inc. EDDIE DAVID Officer SELL $80.06 20,000 $1,601,200 36,320
2018-08-14 03:12 2018-08-10 RSG REPUBLIC SERVICES, INC. SLAGER DONALD W Director, Officer OPT+S $73.02 225,734 $16,482,261 286,689
2018-08-08 00:09 2018-08-07 CWST CASELLA WASTE SYSTEMS INC HULLIGAN WILLIAM P Director SELL $28.85 10,000 $288,500 69,484
2018-08-01 18:41 2018-08-01 AWX AVALON HOLDINGS CORP MintBroker International, Ltd. 10% owner SELL $3.91 202,642 $792,533 0
2018-08-01 18:18 2018-07-31 AWX AVALON HOLDINGS CORP MintBroker International, Ltd. 10% owner SELL $4.15 799,720 $3,319,318 202,642
2018-07-31 20:33 2018-07-30 AWX AVALON HOLDINGS CORP MintBroker International, Ltd. 10% owner SELL $8.18 719,885 $5,885,060 1,001,500
2018-07-30 23:57 2018-07-27 AWX AVALON HOLDINGS CORP MintBroker International, Ltd. 10% owner SELL $15.51 192,340 $2,982,309 1,726,653
2018-07-18 23:23 2018-07-17 WM WASTE MANAGEMENT INC POPE JOHN C Director SELL $83.63 376 $31,447 52,084
2018-07-18 23:22 2018-07-18 WM WASTE MANAGEMENT INC GROSS PATRICK W Director SELL $83.22 406 $33,787 23,743
2018-07-18 23:22 2018-07-17 WM WASTE MANAGEMENT INC CLARK FRANK M Director SELL $82.65 376 $31,077 30,861
2018-07-14 03:46 2018-07-12 RSG REPUBLIC SERVICES, INC. Serianni Charles F Officer OPT+S $70.00 9,500 $665,000 36,643
2018-06-15 22:48 2018-06-13 CWST CASELLA WASTE SYSTEMS INC Heald Christopher Officer OPT+S $24.56 4,000 $98,243 85,484
2018-06-15 22:48 2018-06-13 CWST CASELLA WASTE SYSTEMS INC BURKE MICHAEL K Director SELL $24.56 20,236 $497,057 67,502
2018-06-07 23:29 2018-06-07 CWST CASELLA WASTE SYSTEMS INC SCHMITT DAVID L Officer SELL $23.63 15,000 $354,381 52,006
2018-06-01 23:29 2018-05-30 WCN Waste Connections, Inc. HALL DAVID M Officer SELL $77.46 15,078 $1,167,927 3,921
2018-06-02 00:26 2018-05-30 RSG REPUBLIC SERVICES, INC. Hughes Jeffrey A Officer OPT+S $68.00 16,200 $1,101,600 0
2018-05-31 23:15 2018-05-29 WCN Waste Connections, Inc. Black Matthew Stephen Officer SELL $75.94 5,000 $379,701 22,609
2018-05-31 23:07 2018-05-29 CWST CASELLA WASTE SYSTEMS INC CASELLA JOHN W Director, Officer SELL $24.01 25,485 $611,961 418,473
2018-05-25 23:01 2018-05-24 CWST CASELLA WASTE SYSTEMS INC Coletta Edmond Officer SELL $23.79 33,000 $784,912 117,255
2018-05-25 00:02 2018-05-24 WCN Waste Connections, Inc. LITTLE JAMES Officer SELL $76.28 3,000 $228,846 22,709
2018-05-24 00:30 2018-05-23 WCN Waste Connections, Inc. BOUCK STEVEN F Officer SELL $76.31 10,000 $763,077 293,439
2018-05-21 23:19 2018-05-17 WCN Waste Connections, Inc. Shea Patrick James Officer SELL $75.07 11,500 $863,336 30,353
2018-05-21 23:20 2018-05-21 WCN Waste Connections, Inc. GUILLET EDWARD E Director SELL $75.98 10,000 $759,762 60,484
2018-05-08 23:01 2018-05-04 WM WASTE MANAGEMENT INC CALDWELL BARRY H Officer SELL $84.00 10,844 $910,896 20,603
2018-04-10 21:51 2018-04-09 WM WASTE MANAGEMENT INC Sjoqvist Nikolaj H Officer SELL $84.76 307 $26,020 18,449
2018-04-03 00:16 2017-12-13 CWST CASELLA WASTE SYSTEMS INC CALLAHAN JAMES F JR Director SELL $21.00 15,000 $315,000 78,012
2018-03-22 03:29 2018-03-20 RSG REPUBLIC SERVICES, INC. Vander Ark Jon Officer OPT+S $68.45 9,236 $632,192 2,775
2018-03-20 00:01 2018-03-15 CWST CASELLA WASTE SYSTEMS INC PETERS GREGORY B Director SELL $23.28 4,300 $100,104 92,291
2018-03-16 23:28 2018-03-15 CWST CASELLA WASTE SYSTEMS INC Coletta Edmond Officer OPT+S $23.29 25,000 $582,185 150,255
2018-03-14 01:47 2018-03-12 CWST CASELLA WASTE SYSTEMS INC Nagle Emily K Director SELL $23.69 5,000 $118,450 36,717
2018-03-14 01:50 2018-03-12 CWST CASELLA WASTE SYSTEMS INC CASELLA DOUGLAS R Director, Officer SELL $23.62 21,332 $503,913 712,963
2018-03-10 00:40 2018-03-09 WCN Waste Connections, Inc. MITTELSTAEDT RONALD J Director, Officer SELL $73.32 45,000 $3,299,220 100,462
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.