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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
2014-08-13 23:38 2014-08-11 RSG REPUBLIC SERVICES, INC. CASCADE INVESTMENT LLC 10% owner BUY $38.49 101,595 $3,910,056 98,452,519
2014-08-12 23:40 2014-08-08 RSG REPUBLIC SERVICES, INC. CASCADE INVESTMENT LLC 10% owner BUY $38.52 49,000 $1,887,549 98,350,924
2014-08-11 23:37 2014-08-07 RSG REPUBLIC SERVICES, INC. CASCADE INVESTMENT LLC 10% owner BUY $38.22 80,878 $3,091,238 98,301,924
2014-08-08 23:40 2014-08-06 RSG REPUBLIC SERVICES, INC. CASCADE INVESTMENT LLC 10% owner BUY $38.05 794,603 $30,236,074 98,221,046
2014-08-08 00:04 2014-08-06 WM WASTE MANAGEMENT INC Morris John J Officer SELL $44.23 1,007 $44,546 15,417
2014-08-07 23:41 2014-08-05 RSG REPUBLIC SERVICES, INC. CASCADE INVESTMENT LLC 10% owner BUY $37.95 129,228 $4,904,422 97,426,443
2014-08-07 00:09 2014-07-07 QRHC Quest Resource Holding Corp Earth Now Investments, L.L.C. 10% owner SELL $5.25 15,000 $78,686 8,003,866
2014-08-07 00:06 2014-07-07 QRHC Quest Resource Holding Corp MELBY COLTON Director, 10% owner SELL $5.25 15,000 $78,686 8,003,866
2014-08-06 23:42 2014-08-04 RSG REPUBLIC SERVICES, INC. CASCADE INVESTMENT LLC 10% owner BUY $37.86 146,665 $5,552,766 97,297,215
2014-08-05 17:41 2014-08-01 WM WASTE MANAGEMENT INC Carpenter Don P Officer OPT+S $44.62 17,000 $758,547 24,565
2014-08-05 23:55 2014-08-01 RSG REPUBLIC SERVICES, INC. CASCADE INVESTMENT LLC 10% owner BUY $37.76 714,022 $26,958,543 97,150,550
2014-08-04 23:43 2014-07-31 RSG REPUBLIC SERVICES, INC. CASCADE INVESTMENT LLC 10% owner BUY $37.89 746,431 $28,284,585 96,436,528
2014-08-05 00:07 2014-07-31 RSG REPUBLIC SERVICES, INC. NUTTER WALLACE LEE Director BUY $38.04 30,000 $1,141,200 30,332
2014-08-01 23:41 2014-07-30 RSG REPUBLIC SERVICES, INC. CASCADE INVESTMENT LLC 10% owner BUY $37.79 756,595 $28,592,784 95,690,097
2014-08-01 00:07 2014-07-29 RSG REPUBLIC SERVICES, INC. CASCADE INVESTMENT LLC 10% owner BUY $37.72 1,277,542 $48,184,157 94,933,502
2014-07-30 23:47 2014-07-28 RSG REPUBLIC SERVICES, INC. CASCADE INVESTMENT LLC 10% owner BUY $37.23 255,730 $9,519,984 93,655,960
2014-07-18 19:27 2014-07-17 WM WASTE MANAGEMENT INC CLARK FRANK M Director SELL $44.34 702 $31,127 25,718
2014-07-17 22:31 2014-07-16 WM WASTE MANAGEMENT INC REUM W ROBERT Director SELL $44.62 1,203 $53,681 29,413
2014-07-17 22:31 2014-07-17 WM WASTE MANAGEMENT INC WEIDEMEYER THOMAS H Director SELL $44.32 718 $31,822 21,030
2014-07-17 22:31 2014-07-16 WM WASTE MANAGEMENT INC POPE JOHN C Director SELL $44.45 702 $31,200 46,941
2014-07-17 22:31 2014-07-16 WM WASTE MANAGEMENT INC GROSS PATRICK W Director SELL $44.59 734 $32,730 18,877
2014-07-11 02:20 2014-07-08 QRHC Quest Resource Holding Corp MELBY COLTON Director, 10% owner SELL $2.59 122,500 $316,871 7,966,366
2014-07-08 00:39 2014-07-03 CWST CASELLA WASTE SYSTEMS INC Heald Christopher Officer SELL $5.03 2,257 $11,353 53,359
2014-07-08 00:11 2014-07-02 QRHC Quest Resource Holding Corp Earth Now Investments, L.L.C. 10% owner SELL $5.17 30,000 $154,953 7,988,866
2014-07-08 00:15 2014-07-02 QRHC Quest Resource Holding Corp MELBY COLTON Director, 10% owner SELL $5.17 30,000 $154,953 7,988,866
2014-07-08 00:37 2014-07-03 CWST CASELLA WASTE SYSTEMS INC CASELLA DOUGLAS R Director, Officer SELL $5.08 9,882 $50,201 703,735
2014-07-08 00:37 2014-07-03 CWST CASELLA WASTE SYSTEMS INC CASELLA JOHN W Director, Officer SELL $5.03 10,118 $50,894 315,737
2014-07-03 00:11 2014-06-30 CWST CASELLA WASTE SYSTEMS INC Coletta Edmond Officer SELL $4.96 6,021 $29,836 102,633
2014-07-03 00:04 2014-07-01 CWST CASELLA WASTE SYSTEMS INC SCHMITT DAVID L Officer SELL $4.94 4,083 $20,175 63,987
2014-07-01 23:37 2014-06-27 RSG REPUBLIC SERVICES, INC. CASCADE INVESTMENT LLC 10% owner BUY $37.85 356,417 $13,489,599 93,400,230
2014-03-05 03:53 2014-03-03 RSG REPUBLIC SERVICES, INC. CROWNOVER JAMES W Director OPT+S $33.95 3,718 $126,226 18,493
2014-02-21 00:49 2014-02-19 WM WASTE MANAGEMENT INC Carpenter Don P Officer SELL $41.54 173 $7,187 21,504
2014-02-21 00:49 2014-02-19 WM WASTE MANAGEMENT INC Rankin Devina A Officer SELL $41.60 49 $2,038 2,639
2014-02-21 00:48 2014-02-19 WM WASTE MANAGEMENT INC Schwartz Mark E. Officer SELL $41.62 100 $4,162 26,537
2014-02-21 00:49 2014-02-19 WM WASTE MANAGEMENT INC Caesar William K Officer SELL $41.53 158 $6,562 14,108
2014-02-21 00:49 2014-02-19 WM WASTE MANAGEMENT INC Bhasin Puneet Officer SELL $41.49 333 $13,817 27,035
2014-02-21 00:49 2014-02-19 WM WASTE MANAGEMENT INC Harris Jeff M Officer SELL $41.54 607 $25,217 7,997
2014-02-21 00:49 2014-02-19 WM WASTE MANAGEMENT INC Aardsma David A Officer SELL $41.48 473 $19,621 49,608
2014-02-21 00:48 2014-02-19 WM WASTE MANAGEMENT INC WITTENBRAKER RICK L Officer SELL $41.59 471 $19,590 83,972
2014-02-21 00:49 2014-02-19 WM WASTE MANAGEMENT INC TREVATHAN JAMES E JR Officer SELL $41.60 653 $27,166 186,333
2014-02-21 00:49 2014-02-19 WM WASTE MANAGEMENT INC CALDWELL BARRY H Officer SELL $41.52 228 $9,467 28,886
2014-02-21 00:48 2014-02-19 WM WASTE MANAGEMENT INC WEIDMAN MARK A Officer SELL $41.60 330 $13,729 11,287
2014-02-06 01:58 2013-09-15 QRHC Quest Resource Holding Corp Stockbridge Enterprises, L.P. 10% owner SELL $0.00 400,000 $0 15,353,488
2014-02-06 01:54 2013-09-15 QRHC Quest Resource Holding Corp MONHEIT BARRY M Director BUY $0.00 400,000 $0 636,090
2014-02-06 01:56 2013-09-15 QRHC Quest Resource Holding Corp SALTZ MITCHELL A Director, 10% owner SELL $0.00 400,000 $0 15,353,488
2014-01-17 23:20 2014-01-16 WM WASTE MANAGEMENT INC REUM W ROBERT Director SELL $43.09 1,194 $51,450 27,917
2014-01-17 23:20 2014-01-17 WM WASTE MANAGEMENT INC WEIDEMEYER THOMAS H Director SELL $43.22 684 $29,559 20,173
2014-01-17 23:20 2014-01-16 WM WASTE MANAGEMENT INC POPE JOHN C Director SELL $43.08 669 $28,821 46,068
2014-01-17 23:20 2014-01-16 WM WASTE MANAGEMENT INC GROSS PATRICK W Director SELL $43.13 699 $30,144 18,036
2014-01-17 23:20 2014-01-17 WM WASTE MANAGEMENT INC CLARK FRANK M Director SELL $43.12 669 $28,847 24,845
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.