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Sector Analysis

Wholesale-Lumber & Other Construction Materials

Standard Industrial Classification: SIC 5030

Industry Insider Sentiment Analysis

The Wholesale-Lumber & Other Construction Materials sector (SIC 5030) 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
2025-11-15 01:00 2025-11-13 ASPN ASPEN AEROGELS INC Young Donald R Director, Officer SELL $3.23 56,845 $183,609 494,011
2025-08-26 23:35 2025-08-22 BCC BOISE CASCADE Co Strom Jeffrey Robert Officer SELL $91.06 1,000 $91,063 37,026
2025-08-14 00:00 2025-08-12 ASPN ASPEN AEROGELS INC Daniel Santhosh P Officer SELL $7.38 6,410 $47,317 17,879
2025-08-08 00:43 2025-08-07 BCC BOISE CASCADE Co Little Troy Officer SELL $83.10 2,033 $168,947 12,701
2025-08-08 00:38 2025-08-06 BCC BOISE CASCADE Co Twedt Jill Officer SELL $83.97 1,782 $149,635 32,867
2025-06-06 00:09 2025-06-04 BCC BOISE CASCADE Co Twedt Jill Officer SELL $88.01 1,200 $105,611 34,649
2025-06-05 23:35 2025-06-04 BCC BOISE CASCADE Co Barney Joanna L. Officer SELL $87.68 1,000 $87,679 12,372
2025-05-13 03:59 2025-05-12 ASPN ASPEN AEROGELS INC Young Donald R Director, Officer BUY $5.35 20,000 $107,000 550,856
2025-03-07 02:51 2025-03-05 BCC BOISE CASCADE Co Strom Jeffrey Robert Officer SELL $100.21 4,500 $450,957 38,026
2025-03-05 01:07 2025-03-03 BCC BOISE CASCADE Co MATULA KRISTOPHER J Director SELL $104.17 447 $46,564 14,099
2025-02-27 01:53 2025-02-25 BCC BOISE CASCADE Co MATULA KRISTOPHER J Director SELL $103.16 553 $57,047 13,099
2024-11-28 01:04 2024-11-27 BCC BOISE CASCADE Co CARLILE THOMAS E Director SELL $146.30 9,591 $1,403,136 27,906
2024-11-14 00:32 2024-11-12 BCC BOISE CASCADE Co Little Troy Officer SELL $141.44 1,192 $168,591 11,069
2024-11-09 00:20 2024-11-06 QXO QXO, Inc. MFN Partners, LP 10% owner SELL $15.05 7,000,000 $105,350,000 46,908,701
2024-11-09 01:07 2024-11-07 BCC BOISE CASCADE Co MATULA KRISTOPHER J Director SELL $141.18 1,500 $211,776 13,652
2024-10-01 18:31 2024-09-30 ASPN ASPEN AEROGELS INC Young Donald R Director, Officer SELL $30.03 63,355 $1,902,551 483,640
2024-09-09 23:08 2024-09-06 BCC BOISE CASCADE Co Twedt Jill Officer SELL $124.74 2,000 $249,474 35,437
2024-08-29 00:58 2024-08-26 QXO QXO, Inc. MFN Partners, LP 10% owner SELL $15.05 795,894 $11,978,205 53,908,701
2024-08-28 21:59 2024-08-26 ASPN ASPEN AEROGELS INC RODRIGUEZ RICARDO C. Officer OPT+S $30.14 32,465 $978,388 20,790
2024-06-13 00:11 2024-06-10 QXO QXO, Inc. Meller Mark Officer SELL $242.41 21,624 $5,241,802 174
2024-06-05 02:38 2024-05-31 SSNT QXO, Inc. Meller Mark Director, Officer, 10% owner SELL $18.62 118,196 $2,200,632 174,388
2024-05-30 03:27 2024-05-28 ASPN ASPEN AEROGELS INC Young Donald R Director, Officer OPT+S $29.29 433,690 $12,704,602 622,880
2024-05-23 23:07 2024-05-22 ASPN ASPEN AEROGELS INC Kool Kathleen Director OPT+S $27.30 4,470 $122,031 11,685
2024-05-16 23:36 2024-05-15 BCC BOISE CASCADE Co Strom Jeffrey Robert Officer SELL $140.00 3,000 $420,000 40,353
2024-05-16 01:00 2024-05-14 ASPN ASPEN AEROGELS INC Wood River Capital, LLC 10% owner SELL $23.50 3,500,000 $82,250,000 12,280,426
2024-05-14 20:30 2024-05-13 ASPN ASPEN AEROGELS INC SCHILLING KEITH L Officer OPT+S $26.84 20,000 $536,896 28,792
2024-05-13 23:53 2024-05-13 BCC BOISE CASCADE Co Twedt Jill Officer SELL $135.00 1,852 $250,020 37,437
2024-05-13 23:50 2024-05-09 BCC BOISE CASCADE Co Strom Jeffrey Robert Officer SELL $135.00 2,500 $337,500 43,353
2024-05-08 15:51 2024-05-06 ASPN ASPEN AEROGELS INC Whitaker Corby C Officer OPT+S $25.01 55,159 $1,379,527 131,533
2024-05-08 15:50 2024-05-06 ASPN ASPEN AEROGELS INC Landes Gregg Officer SELL $25.39 48,386 $1,228,724 29,853
2024-04-08 23:55 2024-04-05 BCC BOISE CASCADE Co HOGANS MACK L Director SELL $149.15 0 $17 3,055
2024-03-27 03:18 2024-03-26 SSNT QXO, Inc. Meller Mark Director, Officer, 10% owner SELL $12.97 2,568 $33,311 292,584
2024-03-26 03:10 2024-03-25 SSNT QXO, Inc. Meller Mark Director, Officer, 10% owner SELL $13.08 14,584 $190,702 295,152
2024-03-23 03:45 2024-03-22 SSNT QXO, Inc. Meller Mark Director, Officer, 10% owner SELL $13.19 15,876 $209,358 309,736
2024-03-22 00:14 2024-03-21 SSNT QXO, Inc. Meller Mark Director, Officer, 10% owner SELL $13.69 56,913 $779,361 325,612
2024-03-21 01:52 2024-03-20 SSNT QXO, Inc. Meller Mark Director, Officer, 10% owner SELL $13.36 15,521 $207,298 382,525
2024-03-20 02:51 2024-03-19 SSNT QXO, Inc. Meller Mark Director, Officer, 10% owner SELL $13.61 8,488 $115,498 398,046
2024-03-06 02:24 2024-03-04 BCC BOISE CASCADE Co Brown Dean Michael Officer SELL $139.09 11,117 $1,546,239 40,237
2024-03-06 01:53 2024-03-04 BCC BOISE CASCADE Co Taylor Sue Ying Director SELL $140.13 1,503 $210,620 7,616
2024-03-06 01:46 2024-03-04 BCC BOISE CASCADE Co HOGANS MACK L Director SELL $135.09 8,463 $1,143,301 3,055
2024-01-10 01:40 2024-01-05 SSNT QXO, Inc. Schachtel John D. Director SELL $21.45 144 $3,089 0
2024-01-08 21:12 2024-01-08 SSNT QXO, Inc. WUNDERLICH STANLEY Director SELL $23.50 1,500 $35,250 1,500
2024-01-06 02:18 2024-01-05 SSNT QXO, Inc. WUNDERLICH STANLEY Director SELL $20.47 2,134 $43,680 3,000
2024-01-05 05:03 2024-01-04 SSNT QXO, Inc. WUNDERLICH STANLEY Director SELL $18.01 600 $10,806 5,134
2024-01-02 20:48 2023-12-29 SSNT QXO, Inc. WUNDERLICH STANLEY Director SELL $17.45 4,000 $69,800 5,734
2023-12-28 00:49 2023-12-27 SSNT QXO, Inc. WUNDERLICH STANLEY Director SELL $12.00 500 $6,000 0
2023-12-16 02:20 2023-12-14 SSNT QXO, Inc. Schachtel John D. Director SELL $9.04 7,981 $72,148 144
2023-12-14 05:56 2023-12-13 SSNT QXO, Inc. MACALUSO JOSEPH P Officer OPT+S $9.85 7,444 $73,341 0
2023-12-07 01:57 2023-12-05 BCC BOISE CASCADE Co Taylor Sue Ying Director SELL $113.49 1,503 $170,580 8,139
2023-12-05 00:19 2023-12-04 SSNT QXO, Inc. Schachtel John D. Director SELL $9.16 4,263 $39,055 144
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Wholesale-Lumber & Other Construction Materials sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (5030) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Wholesale-Lumber & Other Construction Materials

Every transaction in the Wholesale-Lumber & Other Construction Materials 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.