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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
2011-04-05 02:04 2011-04-01 HLF HERBALIFE LTD. Walsh Des Officer OPT+S $81.14 77,500 $6,288,443 71,409
2011-04-05 02:02 2011-04-01 HLF HERBALIFE LTD. RAHN WILLIAM Officer OPT+S $81.54 117 $9,540 2,868
2011-03-25 00:34 2011-03-24 ABC Cencora, Inc. HENNEY JANE E MD Director OPT+S $39.03 36,890 $1,439,673 25,221
2011-03-23 19:20 2011-03-21 NUS NU SKIN ENTERPRISES, INC. Schwerdt Scott E Officer OPT+S $29.05 24,500 $711,725 29,988
2011-03-22 23:25 2011-03-21 ABC Cencora, Inc. HAGENLOCKER EDWARD E Director OPT+S $37.96 18,520 $703,103 8,812
2011-03-22 23:24 2011-03-18 ABC Cencora, Inc. COTROS CHARLES H Director OPT+S $37.24 18,468 $687,809 26,253
2011-03-21 23:16 2011-03-18 CAH CARDINAL HEALTH INC Kaufmann Michael C Officer OPT+S $40.95 177 $7,248 70,720
2011-03-18 01:16 2011-03-15 MCK MCKESSON CORP CAMPBELL JEFFREY C Officer OPT+S $76.54 7,000 $535,799 0
2011-03-16 00:16 2010-03-11 HLF HERBALIFE LTD. Hienrich Edi Officer SELL $79.04 3,186 $251,821 10,681
2011-03-16 00:15 2011-03-11 HLF HERBALIFE LTD. HIGBY LAWRENCE M Director SELL $79.06 1,963 $155,195 1,000
2011-03-16 00:14 2011-03-11 HLF HERBALIFE LTD. Bermingham Richard P Director SELL $78.41 1,905 $149,371 6,000
2011-03-10 04:43 2011-03-08 MCK MCKESSON CORP JULIAN PAUL C Officer OPT+S $78.42 90,000 $7,058,088 57
2011-03-05 01:10 2011-03-02 HLF HERBALIFE LTD. Fernandez Calero Miguel Angel Officer SELL $75.28 510 $38,393 4,931
2011-03-02 04:06 2011-03-01 HLF HERBALIFE LTD. JOHNSON MICHAEL Director, Officer OPT+S $75.96 95,246 $7,235,020 379,266
2011-03-02 04:04 2011-03-01 HLF HERBALIFE LTD. CHAPMAN BRETT Officer OPT+S $77.93 5,147 $401,106 50,282
2011-03-02 03:57 2011-03-01 HLF HERBALIFE LTD. RAHN WILLIAM Officer OPT+S $77.93 2,763 $215,321 2,865
2011-03-02 03:56 2011-03-01 HLF HERBALIFE LTD. Fernandez Calero Miguel Angel Officer OPT+S $77.93 1,594 $124,220 5,441
2011-03-01 01:36 2011-02-24 NUS NU SKIN ENTERPRISES, INC. Ussery David D. Director SELL $32.48 2,100 $68,208 6,700
2011-02-24 00:26 2011-02-18 NUS NU SKIN ENTERPRISES, INC. LIPMAN ANDREW D Director SELL $31.92 5,000 $159,600 20,400
2011-02-23 04:41 2011-02-17 MCK MCKESSON CORP Figueredo Jorge Officer OPT+S $80.32 22,500 $1,807,101 0
2011-02-19 04:11 2011-02-17 MCK MCKESSON CORP Seeger Laureen Officer OPT+S $80.00 33,000 $2,640,000 1,068
2011-02-19 03:56 2011-02-17 MCK MCKESSON CORP Spratt Randall N Officer OPT+S $80.00 8,000 $640,000 34,360
2011-02-19 04:38 2011-02-17 MCK MCKESSON CORP HAMMERGREN JOHN H Director, Officer OPT+S $80.02 285,000 $22,804,731 0
2011-02-18 03:20 2011-02-15 MCK MCKESSON CORP CAMPBELL JEFFREY C Officer OPT+S $79.14 83,000 $6,568,587 0
2011-02-12 04:07 2011-02-10 MCK MCKESSON CORP REES NIGEL A Officer OPT+S $78.50 6,000 $471,000 2,608
2011-02-10 03:53 2011-02-08 MCK MCKESSON CORP JULIAN PAUL C Officer OPT+S $77.96 90,000 $7,015,950 57
2011-02-10 03:25 2010-09-30 NUS NU SKIN ENTERPRISES, INC. Negron Patricia Director SELL $28.78 20,100 $578,478 8,350
2011-02-09 00:05 2011-02-07 CAH CARDINAL HEALTH INC Kaufmann Michael C Officer OPT+S $41.71 87,544 $3,651,460 70,720
2011-02-09 03:41 2011-02-07 MCK MCKESSON CORP Spratt Randall N Officer OPT+S $78.00 8,000 $624,000 34,360
2011-02-05 01:54 2011-02-03 MCK MCKESSON CORP HAMMERGREN JOHN H Director, Officer OPT+S $75.69 111,200 $8,416,595 0
2011-02-04 01:36 2011-02-01 NUS NU SKIN ENTERPRISES, INC. Chard Daniel R Officer OPT+S $30.05 10,000 $300,500 23,824
2011-01-21 00:40 2011-01-18 MCK MCKESSON CORP HAMMERGREN JOHN H Director, Officer OPT+S $75.01 488,800 $36,665,181 0
2011-01-20 03:56 2011-01-18 MCK MCKESSON CORP Seeger Laureen Officer OPT+S $75.00 42,000 $3,150,000 1,068
2011-01-20 05:08 2011-01-18 MCK MCKESSON CORP Spratt Randall N Officer OPT+S $75.00 8,000 $600,000 34,253
2011-01-07 04:24 2011-01-05 MCK MCKESSON CORP Spratt Randall N Officer OPT+S $72.00 8,000 $576,000 34,253
2011-01-07 04:06 2011-01-05 MCK MCKESSON CORP HAMMERGREN JOHN H Director, Officer OPT+S $72.01 300,000 $21,604,350 0
2011-01-06 03:51 2010-12-21 MCK MCKESSON CORP IRBY ALTON F III Director SELL $70.00 3,038 $212,660 28,498
2011-01-06 03:45 2011-01-04 MCK MCKESSON CORP JULIAN PAUL C Officer OPT+S $71.47 90,000 $6,432,660 57
2011-01-05 22:46 2011-01-03 HLF HERBALIFE LTD. CHAPMAN BRETT Officer OPT+S $68.62 436 $29,918 53,251
2011-01-05 02:01 2011-01-03 HLF HERBALIFE LTD. RAHN WILLIAM Officer OPT+S $68.62 291 $19,968 3,793
2010-12-23 16:07 2010-12-22 ABC Cencora, Inc. COTROS CHARLES H Director OPT+S $34.31 13,836 $474,703 26,253
2010-12-23 02:17 2010-12-21 MCK MCKESSON CORP IRBY ALTON F III Director OPT+S $68.00 3,038 $206,584 28,498
2010-12-17 02:37 2010-12-15 MCK MCKESSON CORP CAMPBELL JEFFREY C Officer OPT+S $68.88 41,500 $2,858,574 0
2010-12-16 01:52 2010-12-13 HLF HERBALIFE LTD. Fernandez Calero Miguel Angel Officer OPT+S $68.44 1,277 $87,403 5,661
2010-12-11 02:53 2010-12-08 HLF HERBALIFE LTD. GOUDIS RICHARD Officer OPT+S $69.09 103,318 $7,138,303 72,048
2010-12-10 03:56 2010-12-01 MCK MCKESSON CORP SHAW JANE E Director SELL $64.62 3,500 $226,170 15,790
2010-12-09 02:04 2010-12-07 HLF HERBALIFE LTD. NICHOLAS COLOMBE M Director SELL $70.01 1,000 $70,010 1,905
2010-12-09 02:03 2010-12-06 HLF HERBALIFE LTD. Walsh Des Officer OPT+S $68.80 80,500 $5,538,674 74,354
2010-12-08 00:18 2010-12-03 CAH CARDINAL HEALTH INC Kaufmann Michael C Officer SELL $37.29 633 $23,605 0
2010-12-08 00:48 2010-12-06 ABC Cencora, Inc. COTROS CHARLES H Director OPT+S $32.10 19,446 $624,197 26,253
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.