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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
2025-03-06 02:44 2025-03-05 WM WASTE MANAGEMENT INC Rankin Devina A Officer SELL $228.11 4,126 $941,182 62,639
2025-03-06 00:13 2025-03-03 WCN Waste Connections, Inc. PIO DOMENIC Officer SELL $192.64 10,000 $1,926,358 6,394
2025-03-04 22:52 2025-03-03 WM WASTE MANAGEMENT INC Stith Kimberly G. Officer SELL $234.77 62 $14,556 4,444
2025-03-04 22:59 2025-03-03 WM WASTE MANAGEMENT INC Varkey Johnson Officer SELL $234.96 124 $29,134 8,491
2025-03-04 22:52 2025-03-03 WM WASTE MANAGEMENT INC DeSantis Christopher P. Officer SELL $234.83 45 $10,567 8,714
2025-03-04 22:56 2025-03-03 WM WASTE MANAGEMENT INC Carroll John A. Officer SELL $234.76 47 $11,034 9,671
2025-03-04 22:57 2025-03-03 WM WASTE MANAGEMENT INC Smith Donald J Officer SELL $234.81 43 $10,097 6,024
2025-03-05 01:09 2025-03-03 RSG REPUBLIC SERVICES, INC. Richardson Larson Officer OPT+S $239.07 2,200 $525,954 1,776
2025-03-04 00:24 2025-03-03 CWST CASELLA WASTE SYSTEMS INC Steves Sean Officer SELL $113.49 495 $56,178 6,763
2025-03-04 00:23 2025-03-03 CWST CASELLA WASTE SYSTEMS INC Ligon Paul Officer SELL $113.33 487 $55,192 22,054
2025-03-04 00:22 2025-03-03 CWST CASELLA WASTE SYSTEMS INC Drohan Kevin Officer SELL $113.48 1,136 $128,913 5,398
2025-03-04 00:26 2025-03-03 CWST CASELLA WASTE SYSTEMS INC Sayward Shelley E. Officer SELL $113.35 1,938 $219,672 23,716
2025-03-04 00:26 2025-03-03 CWST CASELLA WASTE SYSTEMS INC Coletta Edmond Officer SELL $113.75 5,206 $592,183 158,381
2025-03-04 00:28 2025-03-03 CWST CASELLA WASTE SYSTEMS INC CASELLA JOHN W Director, Officer SELL $113.88 13,577 $1,546,149 26,258
2025-03-01 00:20 2025-02-26 WCN Waste Connections, Inc. Bertone Andrea E. Director SELL $189.10 283 $53,515 0
2025-02-28 00:17 2025-02-25 WCN Waste Connections, Inc. Cloninger Robert Michael Officer SELL $188.89 3,077 $581,219 11,666
2025-02-27 00:21 2025-02-24 WCN Waste Connections, Inc. RIVARD PHILIP Officer SELL $189.34 5,000 $946,700 62
2025-02-26 00:44 2025-02-24 WM WASTE MANAGEMENT INC Watson Michael J. Officer OPT+S $227.51 5,732 $1,304,098 55,587
2025-02-25 03:38 2025-02-24 WM WASTE MANAGEMENT INC Fish James C Jr Officer SELL $228.43 44,405 $10,143,621 211,061
2025-02-21 03:58 2025-02-19 RSG REPUBLIC SERVICES, INC. Brummer Gregg Officer SELL $228.20 6,293 $1,436,060 10,416
2025-02-20 00:01 2025-02-18 SNRG SusGlobal Energy Corp. Hazout Marc Director, Officer, 10% owner BUY $0.02 6,000,000 $120,000 36,725,742
2025-02-08 00:51 2025-02-07 WM WASTE MANAGEMENT INC Carrasco Rafael Officer SELL $225.89 4,000 $903,562 18,531
2025-02-04 22:46 2025-02-04 WM WASTE MANAGEMENT INC Varkey Johnson Officer SELL $222.93 318 $70,892 8,834
2025-02-05 04:59 2025-02-04 WM WASTE MANAGEMENT INC Hemmer Tara J. Officer SELL $222.12 4,576 $1,016,421 58,765
2025-02-05 04:59 2025-02-04 WM WASTE MANAGEMENT INC Rankin Devina A Officer SELL $222.12 5,826 $1,294,071 69,442
2025-02-03 19:09 2025-01-31 WM WASTE MANAGEMENT INC Stith Kimberly G. Officer SELL $220.04 187 $41,147 4,600
2025-02-03 19:09 2025-01-31 WM WASTE MANAGEMENT INC Varkey Johnson Officer SELL $220.11 560 $123,260 9,152
2025-02-03 19:09 2025-01-31 WM WASTE MANAGEMENT INC DeSantis Christopher P. Officer SELL $220.36 200 $44,072 8,850
2025-02-03 19:09 2025-01-31 WM WASTE MANAGEMENT INC Carroll John A. Officer SELL $220.55 209 $46,095 9,066
2025-02-03 19:09 2025-01-31 WM WASTE MANAGEMENT INC Smith Donald J Officer SELL $220.22 191 $42,062 6,129
2025-02-03 19:09 2025-01-31 WM WASTE MANAGEMENT INC Carrasco Rafael Officer SELL $220.43 693 $152,758 22,531
2025-02-03 19:09 2025-01-31 WM WASTE MANAGEMENT INC Watson Michael J. Officer SELL $220.25 693 $152,630 49,725
2025-02-03 19:09 2025-01-31 WM WASTE MANAGEMENT INC Hemmer Tara J. Officer SELL $220.41 693 $152,744 63,341
2025-02-03 19:09 2025-01-31 WM WASTE MANAGEMENT INC Rankin Devina A Officer SELL $220.57 693 $152,855 75,268
2025-02-03 19:09 2025-01-31 WM WASTE MANAGEMENT INC Morris John J Officer SELL $220.59 693 $152,869 108,426
2025-02-03 19:09 2025-01-31 WM WASTE MANAGEMENT INC Boettcher Charles C Officer SELL $220.59 693 $152,870 45,542
2024-12-27 00:59 2024-12-23 QRHC Quest Resource Holding Corp Culpepper Glenn Director BUY $5.85 2,000 $11,700 6,000
2024-12-17 00:09 2024-12-13 CWST CASELLA WASTE SYSTEMS INC Green Emily Nagle Director SELL $108.18 2,025 $219,060 15,624
2024-12-10 02:54 2024-12-05 RSG REPUBLIC SERVICES, INC. Weymouth Katharine Director SELL $215.27 1,859 $400,187 879
2024-11-26 00:36 2024-11-25 CWST CASELLA WASTE SYSTEMS INC BURKE MICHAEL K Director SELL $112.88 1,800 $203,184 15,138
2024-11-26 00:37 2024-11-22 CWST CASELLA WASTE SYSTEMS INC CASELLA DOUGLAS R Director, Officer SELL $112.26 20,000 $2,245,200 115,435
2024-11-23 00:31 2024-11-20 QRHC Quest Resource Holding Corp Dunning Audrey Director BUY $6.71 1,400 $9,399 15,576
2024-11-20 02:54 2024-11-19 RSG REPUBLIC SERVICES, INC. DelGhiaccio Brian M Officer SELL $210.02 5,071 $1,065,011 6,318
2024-11-19 00:39 2024-11-14 CWST CASELLA WASTE SYSTEMS INC CASELLA JOHN W Director, Officer OPT+S $106.43 27,940 $2,973,534 10,729
2024-11-14 03:55 2024-11-12 WCN Waste Connections, Inc. NIELSEN III ROBERT Officer SELL $187.50 1,000 $187,500 2,250
2024-11-13 00:17 2024-11-12 CWST CASELLA WASTE SYSTEMS INC Steves Sean Officer SELL $108.27 1,418 $153,527 5,802
2024-11-13 01:54 2024-11-12 QRHC Quest Resource Holding Corp Hatch S. Ray Director, Officer BUY $7.17 2,817 $20,189 44,149
2024-11-13 00:17 2024-11-11 WCN Waste Connections, Inc. LITTLE JAMES Officer SELL $185.33 2,000 $370,650 12,317
2024-11-09 00:21 2024-11-07 CWST CASELLA WASTE SYSTEMS INC Helgeson Bradford John Officer SELL $106.68 197 $21,016 3,548
2024-11-09 00:23 2024-11-06 CWST CASELLA WASTE SYSTEMS INC Green Emily Nagle Director SELL $105.14 745 $78,329 6,763
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.