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Sector Analysis

Wholesale-Drugs, Proprietaries & Druggists' Sundries

Standard Industrial Classification: SIC 5122

Industry Insider Sentiment Analysis

The Wholesale-Drugs, Proprietaries & Druggists' Sundries sector (SIC 5122) 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
2015-07-09 00:30 2015-07-06 NUS NU SKIN ENTERPRISES, INC. Chard Daniel R Officer OPT+S $46.67 17,500 $816,725 48,111
2015-06-24 23:12 2015-06-23 ABC Cencora, Inc. Clark Gina Officer OPT+S $112.36 3,275 $367,993 8,710
2015-06-24 01:39 2015-06-22 ABC Cencora, Inc. COLLIS STEVEN H Director, Officer OPT+S $112.37 27,148 $3,050,621 217,696
2015-06-24 01:32 2015-06-22 ABC Cencora, Inc. Danilewitz Dale Officer SELL $112.58 1,712 $192,737 6,692
2015-06-19 00:28 2015-06-16 MCK MCKESSON CORP JULIAN PAUL C Officer OPT+S $234.06 55,668 $13,029,708 57
2015-05-29 01:19 2015-05-28 MCK MCKESSON CORP Schechter Lori A. Officer SELL $238.22 1,468 $349,702 809
2015-05-29 02:01 2015-05-27 MCK MCKESSON CORP Blake Patrick Officer SELL $238.53 9,753 $2,326,394 2,013
2015-05-29 01:40 2015-05-27 MCK MCKESSON CORP Figueredo Jorge Officer SELL $238.53 8,291 $1,977,661 0
2015-05-29 01:23 2015-05-27 MCK MCKESSON CORP JULIAN PAUL C Officer SELL $238.53 30,569 $7,291,657 57
2015-05-29 01:29 2015-05-27 MCK MCKESSON CORP HAMMERGREN JOHN H Director, Officer SELL $238.53 60,000 $14,311,866 0
2015-05-28 03:07 2015-05-26 MCK MCKESSON CORP Blake Patrick Officer OPT+S $238.97 4,878 $1,165,706 11,766
2015-05-28 03:09 2015-05-26 MCK MCKESSON CORP Figueredo Jorge Officer OPT+S $238.97 16,396 $3,918,180 8,291
2015-05-28 03:23 2015-05-26 MCK MCKESSON CORP JULIAN PAUL C Officer OPT+S $238.97 15,289 $3,653,644 30,626
2015-05-28 04:27 2015-05-26 MCK MCKESSON CORP HAMMERGREN JOHN H Director, Officer OPT+S $238.97 30,062 $7,183,979 60,000
2015-05-27 01:17 2015-05-22 ABC Cencora, Inc. Danilewitz Dale Officer OPT+S $114.03 1,000 $114,030 9,192
2015-05-23 02:49 2015-05-21 MCK MCKESSON CORP Figueredo Jorge Officer OPT+S $240.11 20,775 $4,988,345 0
2015-05-19 00:32 2015-05-15 MCK MCKESSON CORP Figueredo Jorge Officer OPT+S $240.00 8,525 $2,046,000 0
2015-05-15 00:12 2015-05-13 ABC Cencora, Inc. Barry June Officer SELL $114.36 2,038 $233,066 5,093
2015-05-13 00:04 2015-05-12 CAH CARDINAL HEALTH INC Stephen Falk T Officer OPT+S $86.12 39,428 $3,395,539 29,061
2015-05-12 23:51 2015-05-11 CAH CARDINAL HEALTH INC Barrett George S Director, Officer OPT+S $86.44 300,000 $25,932,000 348,694
2015-05-12 23:48 2015-05-08 CAH CARDINAL HEALTH INC MORRISON PATRICIA Officer OPT+S $86.22 36,042 $3,107,541 30,797
2015-05-12 23:07 2015-05-11 ABC Cencora, Inc. Guttman Tim G. Officer SELL $115.25 16,022 $1,846,536 9,472
2015-05-11 23:49 2015-05-08 ABC Cencora, Inc. Krikorian Lazarus Officer OPT+S $115.35 21,802 $2,514,861 7,654
2015-05-11 23:44 2015-05-08 ABC Cencora, Inc. Chou John G. Officer OPT+S $115.24 78,656 $9,064,317 35,619
2015-05-06 23:05 2015-05-05 ABC Cencora, Inc. Clark Gina Officer SELL $115.40 1,400 $161,555 8,710
2015-05-06 00:46 2015-05-04 ABC Cencora, Inc. Neu David W Officer OPT+S $115.43 62,971 $7,268,635 5,375
2015-03-24 00:40 2015-03-20 ABC Cencora, Inc. Frary James Officer OPT+S $113.78 73,125 $8,320,163 32,838
2015-03-17 03:28 2015-03-13 ABC Cencora, Inc. Howell Peyton R Officer OPT+S $105.86 45,984 $4,867,866 29,818
2015-03-10 01:01 2015-03-09 ABC Cencora, Inc. Cleary James F JR Officer BUY $102.54 1,000 $102,538 1,000
2015-03-05 00:50 2015-03-04 CAH CARDINAL HEALTH INC Arnold Colleen F. Director OPT+S $87.65 9,801 $859,058 21,597
2015-03-05 00:51 2015-03-03 CAH CARDINAL HEALTH INC DARDEN CALVIN Director OPT+S $87.85 9,801 $861,018 22,771
2015-03-05 00:50 2015-03-03 CAH CARDINAL HEALTH INC NOTEBAERT RICHARD C Director OPT+S $88.20 9,801 $864,448 35,778
2015-03-03 01:25 2015-02-27 ABC Cencora, Inc. Mauch Robert P. Officer OPT+S $102.79 19,415 $1,995,668 15,704
2015-02-24 01:00 2015-02-20 CAH CARDINAL HEALTH INC WATKINS CAROLE S Officer OPT+S $87.00 33,847 $2,944,689 29,513
2015-02-21 01:38 2015-02-19 ABC Cencora, Inc. LONG MICHAEL J Director OPT+S $100.61 15,170 $1,526,254 29,284
2015-02-21 00:30 2015-02-18 ABC Cencora, Inc. Guttman Tim G. Officer OPT+S $99.42 65,625 $6,524,438 27,669
2015-02-19 01:08 2015-02-17 MCK MCKESSON CORP Spratt Randall N Officer OPT+S $225.00 44,523 $10,017,675 18,665
2015-02-18 02:03 2015-02-13 ABC Cencora, Inc. Neu David W Officer OPT+S $99.45 26,540 $2,639,403 33,545
2015-02-14 03:34 2015-02-11 MCK MCKESSON CORP Spratt Randall N Officer OPT+S $225.00 7,477 $1,682,325 18,665
2015-02-13 01:18 2015-02-10 MCK MCKESSON CORP REES NIGEL A Officer, 10% owner OPT+S $220.42 9,000 $1,983,763 2,285
2015-02-11 16:36 2015-02-10 CAH CARDINAL HEALTH INC Barrett George S Director, Officer OPT+S $84.87 300,000 $25,461,000 348,694
2015-02-11 16:40 2015-02-10 CAH CARDINAL HEALTH INC WATKINS CAROLE S Officer OPT+S $85.00 50,770 $4,315,450 29,513
2015-02-12 01:07 2015-02-10 MCK MCKESSON CORP IRBY ALTON F III Director SELL $220.76 5,000 $1,103,792 6,728
2015-02-12 00:51 2015-02-10 ABC Cencora, Inc. Krikorian Lazarus Officer OPT+S $96.03 18,000 $1,728,540 8,412
2015-02-10 00:36 2015-02-06 ABC Cencora, Inc. Chou John G. Officer OPT+S $97.70 21,460 $2,096,642 37,490
2015-02-06 01:29 2015-02-04 ABC Cencora, Inc. COLLIS STEVEN H Director, Officer OPT+S $96.01 145,622 $13,981,168 237,806
2015-02-04 01:44 2015-01-30 ABC Cencora, Inc. HAGENLOCKER EDWARD E Director OPT+S $95.90 10,000 $959,000 0
2015-02-04 01:38 2015-01-30 ABC Cencora, Inc. GREENBERG LON R Director BUY $95.08 3,000 $285,240 5,500
2015-01-30 02:14 2015-01-27 MCK MCKESSON CORP HAMMERGREN JOHN H Director, Officer OPT+S $219.52 64,521 $14,163,469 0
2015-01-28 01:54 2015-01-26 MCK MCKESSON CORP Tyler Brian Scott Officer OPT+S $216.62 5,431 $1,176,488 5
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Wholesale-Drugs, Proprietaries & Druggists' Sundries sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (5122) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Wholesale-Drugs, Proprietaries & Druggists' Sundries

Every transaction in the Wholesale-Drugs, Proprietaries & Druggists' Sundries 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.