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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2012-12-18 18:42 | 2012-12-17 | WM | WASTE MANAGEMENT INC | CLARK FRANK M | Director | SELL | $33.73 | 1,472 | $49,651 | 24,014 |
| 2012-11-20 00:49 | 2012-11-15 | RSG | REPUBLIC SERVICES, INC. | CASCADE INVESTMENT LLC | 10% owner | BUY | $26.87 | 2,277,190 | $61,193,788 | 89,634,760 |
| 2012-11-17 00:26 | 2012-11-14 | RSG | REPUBLIC SERVICES, INC. | CASCADE INVESTMENT LLC | 10% owner | BUY | $26.62 | 1,173,375 | $31,237,120 | 87,357,570 |
| 2012-11-16 00:30 | 2012-11-13 | RSG | REPUBLIC SERVICES, INC. | CASCADE INVESTMENT LLC | 10% owner | BUY | $26.80 | 8,140,552 | $218,166,794 | 86,184,195 |
| 2012-10-09 20:39 | 2012-10-03 | CWST | CASELLA WASTE SYSTEMS INC | Johnson Edwin D | Officer | BUY | $4.33 | 25,000 | $108,250 | 98,194 |
| 2012-09-29 01:43 | 2012-09-28 | RSG | REPUBLIC SERVICES, INC. | CASCADE INVESTMENT LLC | 10% owner | BUY | $27.40 | 493,810 | $13,528,863 | 78,043,643 |
| 2012-09-28 23:30 | 2012-09-26 | RSG | REPUBLIC SERVICES, INC. | CASCADE INVESTMENT LLC | 10% owner | BUY | $27.34 | 1,200,773 | $32,823,490 | 77,549,833 |
| 2012-08-24 22:13 | 2012-08-23 | WM | WASTE MANAGEMENT INC | Cowan Grace | Officer | SELL | $34.34 | 1,351 | $46,396 | 240 |
| 2012-08-24 00:57 | 2012-08-22 | RSG | REPUBLIC SERVICES, INC. | Serianni Charles F | Officer | OPT+S | $27.99 | 11,250 | $314,888 | 8,971 |
| 2012-08-13 19:51 | 2012-08-09 | WM | WASTE MANAGEMENT INC | Aardsma David A | Officer | OPT+S | $34.96 | 15,540 | $543,271 | 51,006 |
| 2012-08-04 00:17 | 2012-08-01 | RSG | REPUBLIC SERVICES, INC. | CASCADE INVESTMENT LLC | 10% owner | BUY | $28.72 | 1,648,155 | $47,332,539 | 76,349,060 |
| 2012-08-03 00:05 | 2012-07-31 | RSG | REPUBLIC SERVICES, INC. | CASCADE INVESTMENT LLC | 10% owner | BUY | $28.78 | 2,004,612 | $57,698,346 | 74,700,905 |
| 2012-08-01 23:34 | 2012-07-31 | WM | WASTE MANAGEMENT INC | RICE CHERIE C | Officer | OPT+S | $34.41 | 43,382 | $1,492,588 | 19,221 |
| 2012-07-31 17:56 | 2012-07-27 | WM | WASTE MANAGEMENT INC | Frazier Brett W | Officer | OPT+S | $34.50 | 6,547 | $225,872 | 38,759 |
| 2012-08-01 03:48 | 2012-07-31 | RSG | REPUBLIC SERVICES, INC. | SORENSEN ALLAN C | Director | OPT+S | $28.62 | 15,000 | $429,333 | 0 |
| 2012-07-27 23:41 | 2012-07-27 | CWST | CASELLA WASTE SYSTEMS INC | CASELLA DOUGLAS R | Director, Officer | SELL | $5.08 | 5,865 | $29,774 | 643,861 |
| 2012-07-19 17:22 | 2012-07-17 | CWST | CASELLA WASTE SYSTEMS INC | CASELLA JOHN W | Director, Officer | SELL | $5.32 | 12,940 | $68,794 | 272,749 |
| 2012-07-17 23:44 | 2012-07-16 | WM | WASTE MANAGEMENT INC | REUM W ROBERT | Director | SELL | $32.21 | 1,361 | $43,842 | 22,123 |
| 2012-07-17 23:44 | 2012-07-16 | WM | WASTE MANAGEMENT INC | WEIDEMEYER THOMAS H | Director | SELL | $32.39 | 830 | $26,886 | 17,071 |
| 2012-07-17 23:44 | 2012-07-17 | WM | WASTE MANAGEMENT INC | CAFFERTY PASTORA SAN JUAN | Director | SELL | $32.60 | 757 | $24,679 | 28,401 |
| 2012-07-17 23:44 | 2012-07-16 | WM | WASTE MANAGEMENT INC | POPE JOHN C | Director | SELL | $32.25 | 769 | $24,803 | 42,835 |
| 2012-07-17 23:44 | 2012-07-16 | WM | WASTE MANAGEMENT INC | GROSS PATRICK W | Director | SELL | $32.21 | 860 | $27,703 | 15,008 |
| 2012-07-17 23:44 | 2012-07-17 | WM | WASTE MANAGEMENT INC | CLARK FRANK M | Director | SELL | $32.49 | 760 | $24,692 | 21,612 |
| 2012-07-10 20:53 | 2012-07-09 | CWST | CASELLA WASTE SYSTEMS INC | LARKIN PAUL | Officer | SELL | $5.24 | 12,582 | $65,942 | 89,698 |
| 2012-07-05 21:00 | 2012-07-02 | CWST | CASELLA WASTE SYSTEMS INC | SCHMITT DAVID L | Officer | SELL | $5.40 | 4,129 | $22,304 | 28,406 |
| 2012-06-16 01:08 | 2012-06-14 | RSG | REPUBLIC SERVICES, INC. | Hughes Jeffrey A | Officer | SELL | $25.73 | 8,523 | $219,320 | 0 |
| 2012-05-30 00:34 | 2012-05-24 | RSG | REPUBLIC SERVICES, INC. | CASCADE INVESTMENT LLC | 10% owner | BUY | $26.79 | 24,000 | $643,003 | 72,696,293 |
| 2012-05-25 23:37 | 2012-05-23 | RSG | REPUBLIC SERVICES, INC. | CASCADE INVESTMENT LLC | 10% owner | BUY | $26.50 | 178,785 | $4,737,946 | 72,672,293 |
| 2012-05-24 22:51 | 2012-05-23 | WM | WASTE MANAGEMENT INC | CALDWELL BARRY H | Officer | SELL | $33.00 | 8,725 | $287,925 | 30,111 |
| 2012-05-25 00:03 | 2012-05-22 | RSG | REPUBLIC SERVICES, INC. | CASCADE INVESTMENT LLC | 10% owner | BUY | $26.55 | 335,709 | $8,912,033 | 72,493,508 |
| 2012-05-23 23:23 | 2012-05-21 | RSG | REPUBLIC SERVICES, INC. | CASCADE INVESTMENT LLC | 10% owner | BUY | $26.22 | 492,489 | $12,914,293 | 72,157,799 |
| 2012-05-22 23:25 | 2012-05-18 | RSG | REPUBLIC SERVICES, INC. | CASCADE INVESTMENT LLC | 10% owner | BUY | $25.99 | 1,397,649 | $36,319,307 | 71,665,310 |
| 2012-05-21 23:38 | 2012-05-17 | RSG | REPUBLIC SERVICES, INC. | CASCADE INVESTMENT LLC | 10% owner | BUY | $25.92 | 457,670 | $11,860,564 | 70,267,661 |
| 2012-05-19 00:15 | 2012-05-16 | RSG | REPUBLIC SERVICES, INC. | CASCADE INVESTMENT LLC | 10% owner | BUY | $25.95 | 744,162 | $19,311,748 | 69,809,991 |
| 2012-05-17 23:21 | 2012-05-15 | RSG | REPUBLIC SERVICES, INC. | CASCADE INVESTMENT LLC | 10% owner | BUY | $25.55 | 209,346 | $5,348,811 | 69,065,829 |
| 2012-05-04 22:52 | 2012-05-02 | RSG | REPUBLIC SERVICES, INC. | CASCADE INVESTMENT LLC | 10% owner | BUY | $27.32 | 1,431,914 | $39,118,888 | 68,856,483 |
| 2012-05-03 23:15 | 2012-05-01 | RSG | REPUBLIC SERVICES, INC. | CASCADE INVESTMENT LLC | 10% owner | BUY | $27.50 | 1,167,700 | $32,113,385 | 67,424,569 |
| 2012-05-02 23:34 | 2012-04-30 | RSG | REPUBLIC SERVICES, INC. | CASCADE INVESTMENT LLC | 10% owner | BUY | $27.40 | 1,102,700 | $30,219,052 | 66,256,869 |
| 2012-04-11 23:09 | 2012-04-10 | CWST | CASELLA WASTE SYSTEMS INC | SCHMITT DAVID L | Officer | SELL | $6.30 | 3,000 | $18,900 | 8,855 |
| 2012-04-03 23:38 | 2012-03-28 | AWX | AVALON HOLDINGS CORP | BOZANICH DAVID G | Director | BUY | $5.62 | 2,000 | $11,234 | 2,000 |
| 2012-03-29 02:21 | 2012-03-28 | RSG | REPUBLIC SERVICES, INC. | RODRIGUEZ RAMON A | Director | OPT+S | $30.50 | 15,000 | $457,500 | 0 |
| 2012-03-14 18:47 | 2012-03-12 | WM | WASTE MANAGEMENT INC | Morris John J | Officer | SELL | $34.89 | 113 | $3,943 | 1,422 |
| 2012-03-10 00:22 | 2012-03-07 | CWST | CASELLA WASTE SYSTEMS INC | CASELLA JOHN W | Director, Officer | SELL | $6.22 | 15,000 | $93,300 | 219,787 |
| 2012-03-05 20:14 | 2012-03-01 | WM | WASTE MANAGEMENT INC | Woods Duane C | Officer | OPT+S | $35.15 | 70,400 | $2,474,285 | 75,367 |
| 2012-03-03 04:09 | 2012-03-01 | RSG | REPUBLIC SERVICES, INC. | HOLMES TOD C | Officer | SELL | $29.93 | 65,736 | $1,967,301 | 0 |
| 2012-03-03 02:54 | 2012-03-01 | RSG | REPUBLIC SERVICES, INC. | CROGHAN JOHN W | Director | OPT+S | $30.01 | 10,000 | $300,101 | 150,000 |
| 2012-03-01 00:16 | 2012-02-27 | WM | WASTE MANAGEMENT INC | Woods Duane C | Officer | OPT+S | $35.41 | 27,783 | $983,899 | 64,392 |
| 2012-03-01 00:16 | 2012-02-28 | WM | WASTE MANAGEMENT INC | CALDWELL BARRY H | Officer | SELL | $35.20 | 4,110 | $144,672 | 38,746 |
| 2012-02-25 00:47 | 2012-02-22 | WM | WASTE MANAGEMENT INC | Aardsma David A | Officer | OPT+S | $34.95 | 29,805 | $1,041,607 | 44,500 |
| 2012-02-25 00:47 | 2012-02-22 | WM | WASTE MANAGEMENT INC | RICE CHERIE C | Officer | OPT+S | $34.88 | 27,365 | $954,540 | 32,113 |
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.