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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
2014-07-15 23:18 2014-07-14 CAH CARDINAL HEALTH INC Henderson Jeffrey William Officer SELL $70.65 23,632 $1,669,601 83,464
2014-07-09 00:45 2014-07-03 HLF HERBALIFE LTD. Fernandez Calero Miguel Angel Officer OPT+S $65.90 15,332 $1,010,379 12,525
2014-03-26 01:23 2014-03-21 MCK MCKESSON CORP Figueredo Jorge Officer OPT+S $185.81 23,684 $4,400,658 0
2014-03-13 01:32 2014-03-10 MCK MCKESSON CORP Blake Patrick Officer OPT+S $180.36 38,750 $6,988,811 1,827
2014-03-08 01:38 2012-11-07 ABC Cencora, Inc. Chou John G. Officer SELL $40.35 1 $33 27,454
2014-03-08 01:38 2011-03-07 ABC Cencora, Inc. Chou John G. Officer BUY $42.12 21 $867 29,691
2014-03-01 00:51 2014-02-26 HLF HERBALIFE LTD. ICAHN CARL C 10% owner BUY $66.40 33,515 $2,225,396 17,000,000
2014-02-27 01:45 2014-02-24 ABC Cencora, Inc. HENNEY JANE E MD Director SELL $68.77 7,681 $528,191 2,460
2014-02-20 01:24 2014-02-18 ABC Cencora, Inc. HAGENLOCKER EDWARD E Director OPT+S $68.52 13,836 $948,030 4,852
2014-02-12 02:07 2014-02-11 CAH CARDINAL HEALTH INC Blake Mark R Officer SELL $68.53 2,330 $159,675 31,941
2014-02-12 02:07 2014-02-10 CAH CARDINAL HEALTH INC Kaufmann Michael C Officer OPT+S $67.46 388,995 $26,242,497 115,969
2014-02-12 02:07 2014-02-10 CAH CARDINAL HEALTH INC Barrett George S Director, Officer OPT+S $66.64 200,000 $13,328,100 334,102
2014-02-12 02:07 2014-02-07 CAH CARDINAL HEALTH INC WATKINS CAROLE S Officer SELL $67.01 28,260 $1,893,703 25,284
2014-02-11 02:14 2014-02-07 ABC Cencora, Inc. GOZON RICHARD C Director OPT+S $66.10 19,784 $1,307,623 43,084
2014-02-06 02:12 2014-02-04 CAH CARDINAL HEALTH INC Stephen Falk T Officer OPT+S $65.56 17,926 $1,175,229 24,239
2014-02-06 02:07 2014-02-03 CAH CARDINAL HEALTH INC Morford Craig S Officer OPT+S $66.95 27,295 $1,827,400 68,387
2014-02-06 02:14 2014-02-04 CAH CARDINAL HEALTH INC Arnold Colleen F. Director OPT+S $65.46 8,270 $541,354 19,569
2014-02-06 02:40 2014-02-04 MCK MCKESSON CORP Tyler Brian Scott Officer OPT+S $169.68 6,250 $1,060,487 5
2014-02-06 01:59 2014-02-03 CAH CARDINAL HEALTH INC Henderson Jeffrey William Officer OPT+S $67.19 253,190 $17,011,836 134,127
2014-02-06 02:10 2014-02-04 CAH CARDINAL HEALTH INC WATKINS CAROLE S Officer OPT+S $65.71 46,666 $3,066,423 53,598
2014-02-06 02:26 2014-02-04 CAH CARDINAL HEALTH INC FINN JOHN F Director OPT+S $65.68 10,727 $704,549 22,957
2014-02-06 02:22 2014-02-05 CAH CARDINAL HEALTH INC DARDEN CALVIN Director OPT+S $65.43 5,282 $345,601 20,743
2014-02-06 02:27 2014-02-05 CAH CARDINAL HEALTH INC KENNY GREGORY B Director OPT+S $65.39 18,175 $1,188,463 19,584
2014-02-06 02:30 2014-02-04 CAH CARDINAL HEALTH INC NOTEBAERT RICHARD C Director OPT+S $65.68 10,727 $704,549 33,750
2014-02-06 01:12 2014-02-03 NUS NU SKIN ENTERPRISES, INC. Negron Patricia Director OPT+S $86.40 5,000 $432,000 6,942
2014-01-25 02:27 2009-10-09 MCK MCKESSON CORP BUDD WAYNE A Director SELL $60.00 9,275 $556,500 100
2014-01-24 03:24 2014-01-22 MCK MCKESSON CORP IRBY ALTON F III Director OPT+S $167.98 1,300 $218,379 25,599
2014-01-08 04:19 2014-01-06 HLF HERBALIFE LTD. NICHOLAS COLOMBE M Director OPT+S $77.09 10,938 $843,210 3,810
2014-01-08 01:29 2014-01-06 ABC Cencora, Inc. McGee Henry Wadsworth III Director SELL $69.62 9,449 $657,843 10,034
2013-12-24 03:31 2013-12-20 HLF HERBALIFE LTD. Chiu Shin-Shing Bosco Officer OPT+S $80.81 1,989 $160,723 6,177
2013-12-13 00:49 2013-12-10 ABC Cencora, Inc. Howell Peyton R Officer OPT+S $69.40 45,984 $3,191,317 27,727
2013-12-05 02:16 2013-12-02 NUS NU SKIN ENTERPRISES, INC. WOOD RITCH N Officer OPT+S $125.39 105,000 $13,165,950 36,697
2013-12-05 02:15 2013-12-02 NUS NU SKIN ENTERPRISES, INC. Chard Daniel R Officer OPT+S $125.39 72,500 $9,090,775 37,895
2013-11-28 01:57 2013-11-26 NUS NU SKIN ENTERPRISES, INC. CAMPBELL DANIEL W Director OPT+S $126.33 19,109 $2,414,040 41,891
2013-11-27 01:56 2013-11-22 NUS NU SKIN ENTERPRISES, INC. Schwerdt Scott E Officer OPT+S $125.00 24,500 $3,062,500 35,062
2013-11-26 01:09 2013-11-25 ABC Cencora, Inc. HENNEY JANE E MD Director SELL $70.50 824 $58,095 10,141
2013-11-23 00:34 2013-11-20 ABC Cencora, Inc. Neu David W Officer OPT+S $69.45 58,000 $4,028,239 39,378
2013-11-19 00:32 2013-11-15 ABC Cencora, Inc. McGee Henry Wadsworth III Director OPT+S $69.05 29,446 $2,033,255 19,483
2013-11-16 00:30 2013-11-14 NUS NU SKIN ENTERPRISES, INC. DORNY D MATTHEW Officer OPT+S $112.50 20,000 $2,250,000 30,255
2013-11-14 02:53 2013-11-11 NUS NU SKIN ENTERPRISES, INC. CHANG JOSEPH Y Officer OPT+S $111.63 55,563 $6,202,498 99,097
2013-11-14 02:52 2013-11-11 NUS NU SKIN ENTERPRISES, INC. Schwerdt Scott E Officer OPT+S $111.66 25,000 $2,791,500 35,062
2013-11-12 17:13 2013-11-11 CAH CARDINAL HEALTH INC Barrett George S Director, Officer OPT+S $62.71 200,000 $12,542,000 334,102
2013-11-06 01:56 2013-11-05 ABC Cencora, Inc. COLLIS STEVEN H Officer OPT+S $67.20 150,000 $10,079,250 185,583
2013-11-06 01:31 2013-11-04 ABC Cencora, Inc. HAGENLOCKER EDWARD E Director SELL $66.79 5,000 $333,957 4,852
2013-11-05 01:25 2013-11-01 MCK MCKESSON CORP REES NIGEL A Officer, 10% owner OPT+S $158.72 7,000 $1,111,049 7,861
2013-10-31 03:04 2013-10-29 MCK MCKESSON CORP Tyler Brian Scott Officer OPT+S $153.44 8,250 $1,265,880 5
2013-10-25 02:49 2013-10-22 NUS NU SKIN ENTERPRISES, INC. LUND STEVEN Director, Officer SELL $117.33 50,000 $5,866,500 548,985
2013-10-16 02:29 2013-10-11 MCK MCKESSON CORP Tyler Brian Scott Officer OPT+S $138.51 9,000 $1,246,590 5
2013-10-11 01:55 2013-10-08 MCK MCKESSON CORP Tyler Brian Scott Officer OPT+S $138.00 9,000 $1,242,000 5
2013-10-11 01:52 2013-10-08 MCK MCKESSON CORP JULIAN PAUL C Officer OPT+S $134.04 84,000 $11,258,999 57
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.