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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2006-04-03 16:06 | 2006-03-31 | CWST | CASELLA WASTE SYSTEMS INC | DESROCHES CHRISTOPHER M | Officer | OPT+S | $14.10 | 7,700 | $108,586 | 0 |
| 2006-04-03 15:58 | 2006-03-30 | CWST | CASELLA WASTE SYSTEMS INC | DESROCHES CHRISTOPHER M | Officer | OPT+S | $14.08 | 2,300 | $32,378 | 0 |
| 2006-03-28 20:58 | 2006-03-28 | CWST | CASELLA WASTE SYSTEMS INC | DESROCHES CHRISTOPHER M | Officer | OPT+S | $14.02 | 5,000 | $70,077 | 0 |
| 2006-03-24 00:02 | 2006-03-22 | CWST | CASELLA WASTE SYSTEMS INC | SABINO ALAN N | Officer | OPT+S | $13.84 | 10,000 | $138,410 | 0 |
| 2006-03-13 20:14 | 2006-03-10 | RSG | REPUBLIC SERVICES, INC. | HOLMES TOD C | Officer | OPT+S | $40.23 | 70,000 | $2,815,988 | 75,316 |
| 2006-03-10 23:22 | 2006-03-08 | RSG | REPUBLIC SERVICES, INC. | OCONNOR JAMES E | Director, Officer | OPT+S | $40.00 | 75,000 | $3,000,000 | 105,912 |
| 2006-03-10 23:17 | 2006-03-10 | RSG | REPUBLIC SERVICES, INC. | BARCLAY DAVID A | Officer | OPT+S | $40.00 | 60,000 | $2,400,000 | 55,227 |
| 2006-03-01 20:51 | 2006-02-27 | WMI | WASTE MANAGEMENT INC | RICE CHERIE C | Officer | OPT+S | $33.92 | 8,964 | $304,069 | 23,678 |
| 2006-02-24 18:30 | 2006-02-22 | WMI | WASTE MANAGEMENT INC | HOPKINS DAVID R | Officer | OPT+S | $34.04 | 43,000 | $1,463,832 | 48,063 |
| 2006-02-23 19:33 | 2006-02-21 | WMI | WASTE MANAGEMENT INC | ROBERTSON GREG A | Officer | OPT+S | $33.96 | 41,695 | $1,415,808 | 19,652 |
| 2006-01-13 02:43 | 2006-01-12 | CWST | CASELLA WASTE SYSTEMS INC | SABINO ALAN N | Officer | OPT+S | $12.12 | 10,000 | $121,223 | 0 |
| 2006-01-03 20:14 | 2005-12-30 | CWST | CASELLA WASTE SYSTEMS INC | VIANI MICHAEL J | Officer | SELL | $13.00 | 1,314 | $17,082 | 4,013 |
| 2005-12-23 17:17 | 2005-12-22 | CWST | CASELLA WASTE SYSTEMS INC | SABINO ALAN N | Officer | OPT+S | $13.03 | 20,000 | $260,560 | 0 |
| 2005-12-08 16:59 | 2005-12-06 | RSG | REPUBLIC SERVICES, INC. | HOLMES TOD C | Officer | OPT+S | $36.75 | 8,000 | $294,000 | 56,135 |
| 2005-12-05 21:28 | 2005-12-05 | WM | WASTE MANAGEMENT INC | WILLIAMS CHARLES E | Officer | SELL | $30.23 | 31,625 | $956,024 | 48,263 |
| 2005-12-03 01:09 | 2005-12-01 | WM | WASTE MANAGEMENT INC | Aardsma David A | Officer | SELL | $30.50 | 820 | $25,010 | 12,824 |
| 2005-11-09 20:56 | 2005-11-08 | WM | WASTE MANAGEMENT INC | WILLIAMS CHARLES E | Officer | OPT+S | $30.00 | 10,408 | $312,240 | 79,888 |
| 2005-10-17 15:22 | 2005-10-13 | CWST | CASELLA WASTE SYSTEMS INC | SABINO ALAN N | Officer | OPT+S | $12.24 | 10,100 | $123,624 | 0 |
| 2005-10-07 02:28 | 2005-10-05 | CWST | CASELLA WASTE SYSTEMS INC | SABINO ALAN N | Officer | OPT+S | $12.96 | 9,900 | $128,338 | 0 |
| 2005-09-19 19:22 | 2005-09-16 | CWST | CASELLA WASTE SYSTEMS INC | VIANI MICHAEL J | Officer | OPT+S | $13.22 | 5,000 | $66,087 | 0 |
| 2005-08-25 19:06 | 2005-08-25 | RSG | REPUBLIC SERVICES, INC. | HUDSON HARRIS W | Director | OPT+S | $35.32 | 795,000 | $28,079,400 | 3,185 |
| 2005-08-05 19:27 | 2005-08-02 | AWX | AVALON HOLDINGS CORP | Advisory Research Microcap Value Fund, L.P. | 10% owner | BUY | $4.31 | 2,600 | $11,216 | 474,700 |
| 2005-08-05 19:22 | 2005-08-02 | AWX | AVALON HOLDINGS CORP | ADVISORY RESEARCH INC | 10% owner | BUY | $4.31 | 2,600 | $11,216 | 474,700 |
| 2005-08-03 22:36 | 2005-08-02 | RSG | REPUBLIC SERVICES, INC. | CORDESMAN MICHAEL J | Officer | OPT+S | $37.00 | 10,000 | $370,000 | 38,850 |
| 2005-08-02 18:29 | 2005-07-27 | AWX | AVALON HOLDINGS CORP | Advisory Research Microcap Value Fund, L.P. | 10% owner | BUY | $4.27 | 4,800 | $20,489 | 472,100 |
| 2005-08-02 18:25 | 2005-07-27 | AWX | AVALON HOLDINGS CORP | ADVISORY RESEARCH INC | 10% owner | BUY | $4.27 | 4,800 | $20,489 | 472,100 |
| 2005-07-29 02:05 | 2005-07-25 | AWX | AVALON HOLDINGS CORP | Advisory Research Microcap Value Fund, L.P. | 10% owner | BUY | $4.21 | 6,300 | $26,520 | 468,100 |
| 2005-07-29 02:01 | 2005-07-25 | AWX | AVALON HOLDINGS CORP | ADVISORY RESEARCH INC | 10% owner | BUY | $4.21 | 6,300 | $26,520 | 468,100 |
| 2005-07-25 16:52 | 2005-07-19 | AWX | AVALON HOLDINGS CORP | Advisory Research Microcap Value Fund, L.P. | 10% owner | BUY | $4.17 | 2,400 | $9,997 | 461,800 |
| 2005-07-25 16:48 | 2005-07-19 | AWX | AVALON HOLDINGS CORP | ADVISORY RESEARCH INC | 10% owner | BUY | $4.17 | 2,400 | $9,997 | 461,800 |
| 2005-07-22 21:59 | 2005-07-21 | RSG | REPUBLIC SERVICES, INC. | BARCLAY DAVID A | Officer | OPT+S | $37.50 | 30,000 | $1,125,000 | 36,228 |
| 2005-07-18 19:47 | 2005-07-01 | CWST | CASELLA WASTE SYSTEMS INC | CHAPPLE JOHN F IIII | Director | SELL | $12.38 | 49,600 | $614,018 | 71,043 |
| 2005-07-18 17:14 | 2005-07-06 | AWX | AVALON HOLDINGS CORP | Advisory Research Microcap Value Fund, L.P. | 10% owner | BUY | $4.15 | 12,600 | $52,237 | 459,400 |
| 2005-07-18 17:09 | 2005-07-06 | AWX | AVALON HOLDINGS CORP | ADVISORY RESEARCH INC | 10% owner | BUY | $4.15 | 12,600 | $52,237 | 459,400 |
| 2005-07-06 21:23 | 2005-07-01 | AWX | AVALON HOLDINGS CORP | Advisory Research Microcap Value Fund, L.P. | 10% owner | BUY | $4.10 | 20,000 | $82,000 | 446,800 |
| 2005-07-06 21:21 | 2005-07-01 | AWX | AVALON HOLDINGS CORP | ADVISORY RESEARCH INC | 10% owner | BUY | $4.10 | 20,000 | $82,000 | 446,800 |
| 2005-07-06 21:38 | 2005-06-24 | AWX | AVALON HOLDINGS CORP | Advisory Research Microcap Value Fund, L.P. | 10% owner | BUY | $4.25 | 10,000 | $42,500 | 426,800 |
| 2005-07-06 21:33 | 2005-06-24 | AWX | AVALON HOLDINGS CORP | ADVISORY RESEARCH INC | 10% owner | BUY | $4.25 | 10,000 | $42,500 | 426,800 |
| 2005-06-29 19:04 | 2005-06-24 | AWX | AVALON HOLDINGS CORP | Advisory Research Microcap Value Fund, L.P. | 10% owner | BUY | $4.25 | 10,000 | $42,500 | 30,300 |
| 2005-06-29 19:00 | 2005-06-24 | AWX | AVALON HOLDINGS CORP | ADVISORY RESEARCH INC | 10% owner | BUY | $4.25 | 10,000 | $42,500 | 30,300 |
| 2005-06-15 00:34 | 2005-06-10 | RSG | REPUBLIC SERVICES, INC. | CASCADE INVESTMENT LLC | 10% owner | BUY | $35.82 | 15,300 | $548,060 | 18,128,301 |
| 2005-06-15 00:33 | 2005-06-10 | RSG | REPUBLIC SERVICES, INC. | CASCADE INVESTMENT LLC | 10% owner | BUY | $35.93 | 34,700 | $1,246,778 | 18,113,001 |
| 2005-06-13 22:04 | 2005-06-03 | AWX | AVALON HOLDINGS CORP | Advisory Research Microcap Value Fund, L.P. | 10% owner | BUY | $4.79 | 20,300 | $97,142 | 416,800 |
| 2005-06-13 21:58 | 2005-06-03 | AWX | AVALON HOLDINGS CORP | ADVISORY RESEARCH INC | 10% owner | BUY | $4.79 | 20,300 | $97,142 | 416,800 |
| 2005-06-01 03:23 | 2005-05-25 | AWX | AVALON HOLDINGS CORP | CONSTABLE LOURDE JOHN | 10% owner | SELL | $3.79 | 193,800 | $734,502 | 21,200 |
| 2005-05-05 18:22 | 2005-05-03 | WM | WASTE MANAGEMENT INC | WEIDEMEYER THOMAS H | Director | BUY | $28.76 | 1,000 | $28,755 | 1,000 |
| 2005-05-05 20:23 | 2005-05-03 | RSG | REPUBLIC SERVICES, INC. | CASCADE INVESTMENT LLC | 10% owner | BUY | $35.15 | 1 | $35 | 18,078,301 |
| 2005-05-04 23:11 | 2005-05-03 | RSG | REPUBLIC SERVICES, INC. | OCONNOR JAMES E | Director, Officer | OPT+S | $35.58 | 115,000 | $4,091,252 | 76,912 |
| 2005-05-04 23:09 | 2005-05-03 | RSG | REPUBLIC SERVICES, INC. | HOLMES TOD C | Officer | OPT+S | $34.98 | 42,000 | $1,469,177 | 56,135 |
| 2005-05-04 23:07 | 2005-05-03 | RSG | REPUBLIC SERVICES, INC. | BARCLAY DAVID A | Officer | OPT+S | $35.69 | 64,382 | $2,297,646 | 36,228 |
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.