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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
2005-02-18 02:02 2005-02-16 CAH CARDINAL HEALTH INC HAVENS JOHN F Director SELL $57.47 9,570 $549,980 26,034
2005-02-18 01:38 2005-02-16 NUS NU SKIN ENTERPRISES, INC. LINDLEY COREY B Officer OPT+S $23.00 10,000 $230,000 12,000
2005-02-17 02:14 2005-02-16 CAH CARDINAL HEALTH INC WALTER MATTHEW D Director SELL $57.00 7,775 $443,175 31,097
2005-02-17 02:12 2005-02-14 NUS NU SKIN ENTERPRISES, INC. SMITH MICHAEL D Officer OPT+S $23.34 9,150 $213,543 1,670
2005-02-15 02:25 2005-02-11 NUS NU SKIN ENTERPRISES, INC. HUNT M TRUMAN Director, Officer SELL $24.70 15,000 $370,500 240,862
2005-02-12 04:45 2004-12-15 HLF HERBALIFE LTD. Rogers Jesse Director, 10% owner SELL $13.02 173,648 $2,260,897 14,974,722
2005-02-12 03:30 2004-12-15 HLF HERBALIFE LTD. Diekroeger Kenneth Director, 10% owner SELL $13.02 173,648 $2,260,897 14,974,722
2005-02-10 23:00 2005-02-10 COR Cencora, Inc. HAAS TERRANCE P Officer OPT+S $59.30 30,000 $1,779,090 781
2005-02-08 00:09 2005-02-03 CAH CARDINAL HEALTH INC FORD BRENDAN A Officer OPT+S $60.00 6,258 $375,480 63,862
2005-02-03 05:35 2005-02-01 MCK MCKESSON CORP IRBY ALTON F III Director OPT+S $34.49 6,500 $224,185 8,300
2005-02-03 05:38 2005-02-01 MCK MCKESSON CORP JULIAN PAUL C Officer SELL $34.49 12,600 $434,574 64,172
2005-02-03 05:34 2005-02-01 MCK MCKESSON CORP NAPIER JAMES V Director OPT+S $34.49 14,800 $510,452 18,000
2005-01-28 23:23 2005-01-28 COR Cencora, Inc. COLLIS STEVEN H Officer SELL $58.32 3,500 $204,113 4,207
2005-01-18 19:03 2004-12-21 HLF HERBALIFE LTD. O BRIEN DANIEL J 10% owner SELL $13.02 300,838 $3,916,911 101,954
2005-01-18 19:03 2004-12-21 HLF HERBALIFE LTD. LAVERACK WILLIAM JR 10% owner SELL $13.02 300,838 $3,916,911 101,954
2005-01-18 19:03 2004-12-21 HLF HERBALIFE LTD. STONE MICHAEL R 10% owner SELL $13.02 300,838 $3,916,911 101,954
2005-01-18 19:02 2004-12-21 HLF HERBALIFE LTD. CASTLEMAN PETER M Director, 10% owner SELL $13.02 300,838 $3,916,911 101,954
2005-01-18 19:01 2004-12-21 HLF HERBALIFE LTD. WHITNEY STRATEGIC PARTNERS V LP 10% owner SELL $13.02 300,838 $3,916,911 101,954
2005-01-18 18:59 2004-12-21 HLF HERBALIFE LTD. WHITNEY PRIVATE DEBT FUND LP 10% owner SELL $13.02 300,838 $3,916,911 101,954
2005-01-18 19:01 2004-12-21 HLF HERBALIFE LTD. GREEN RIVER OFFSHORE FUND LTD 10% owner SELL $13.02 300,838 $3,916,911 101,954
2005-01-18 19:00 2004-12-21 HLF HERBALIFE LTD. WHITNEY V LP 10% owner SELL $13.02 300,838 $3,916,911 101,954
2005-01-12 01:24 2005-01-10 NUS NU SKIN ENTERPRISES, INC. HUNT M TRUMAN Director, Officer SELL $23.65 35,000 $827,750 255,862
2005-01-06 21:40 2004-12-16 HLF HERBALIFE LTD. JOHNSON MICHAEL Officer BUY $14.00 100 $1,400 101,910
2004-12-23 23:22 2004-12-15 HLF HERBALIFE LTD. LEHMANN MARKUS Director BUY $14.00 30,000 $420,000 582,841
2004-12-23 01:14 2004-12-15 HLF HERBALIFE LTD. STANFORD LESLIE Director BUY $14.00 42,000 $588,000 1,333,477
2004-12-23 02:55 2004-12-22 NUS NU SKIN ENTERPRISES, INC. BUSH LORI H Officer OPT+S $25.18 5,000 $125,924 6,982
2004-12-09 01:09 2004-12-06 CAH CARDINAL HEALTH INC LABRUM RONALD K Officer OPT+S $51.90 47,310 $2,455,389 12,000
2004-11-13 01:04 2004-11-10 CAH CARDINAL HEALTH INC FOTIADES GEORGE L Officer OPT+S $51.11 111,500 $5,699,189 80,400
2004-09-16 00:14 2004-09-14 NUS NU SKIN ENTERPRISES, INC. CONLEE ROBERT S Officer OPT+S $26.90 12,500 $336,250 198
2004-08-31 18:00 2004-08-19 NUS NU SKIN ENTERPRISES, INC. KING RICHARD W Officer OPT+S $25.89 5,000 $129,450 5,984
2004-08-28 00:59 2004-08-26 NUS NU SKIN ENTERPRISES, INC. MACFARLANE LARRY V Officer OPT+S $25.94 10,000 $259,415 0
2004-08-25 23:36 2004-08-02 CAH CARDINAL HEALTH INC FORD BRENDAN A Officer BUY $43.77 40 $1,751 59,995
2004-08-20 23:12 2004-08-18 NUS NU SKIN ENTERPRISES, INC. CONLEE ROBERT S Officer OPT+S $25.90 12,500 $323,750 3,060
2004-08-14 01:49 2004-08-04 NUS NU SKIN ENTERPRISES, INC. Chard Daniel R Officer SELL $26.22 1,777 $46,584 0
2004-08-14 01:47 2004-07-30 NUS NU SKIN ENTERPRISES, INC. SMITH MICHAEL D Officer SELL $26.00 30,500 $793,000 820
2004-08-09 21:09 2004-08-05 MCK MCKESSON CORP PURE PAMELA J Officer OPT+S $30.61 15,000 $459,101 0
2004-08-06 21:52 2004-08-05 NUS NU SKIN ENTERPRISES, INC. Chard Daniel R Officer OPT+S $25.57 1,500 $38,355 0
2004-08-04 23:34 2004-08-03 NUS NU SKIN ENTERPRISES, INC. HUNT M TRUMAN Director, Officer SELL $27.00 35,000 $945,000 298,862
2004-08-04 23:09 2004-08-02 NUS NU SKIN ENTERPRISES, INC. CHANG JOSEPH Y Officer OPT+S $26.63 35,000 $932,050 2,131
2004-08-04 02:36 2004-08-02 NUS NU SKIN ENTERPRISES, INC. WOOD RITCH N Officer OPT+S $26.51 35,625 $944,437 1,420
2004-08-03 02:55 2004-07-30 NUS NU SKIN ENTERPRISES, INC. WOLFERT MARK Officer OPT+S $27.25 42,000 $1,144,500 0
2004-08-03 02:56 2004-07-30 NUS NU SKIN ENTERPRISES, INC. SMITH MICHAEL D Officer OPT+S $26.03 36,625 $953,206 300
2004-08-03 03:11 2004-07-30 NUS NU SKIN ENTERPRISES, INC. LINDLEY COREY B Officer OPT+S $26.16 90,000 $2,354,265 12,000
2004-08-03 02:36 2004-07-30 NUS NU SKIN ENTERPRISES, INC. CONLEE ROBERT S Officer OPT+S $25.90 127,875 $3,312,576 3,060
2004-07-30 23:32 2004-07-30 NUS NU SKIN ENTERPRISES, INC. RONEY NANCY 10% owner SELL $23.16 587,712 $13,611,410 8,739,519
2004-07-30 23:33 2004-07-30 NUS NU SKIN ENTERPRISES, INC. RONEY BLAKE Director, Officer, 10% owner SELL $23.16 587,712 $13,611,410 8,739,519
2004-07-30 23:35 2004-07-30 NUS NU SKIN ENTERPRISES, INC. RONEY BROOKE Officer SELL $23.16 48,976 $1,134,284 850,000
2004-07-30 23:36 2004-07-30 NUS NU SKIN ENTERPRISES, INC. TILLOTSON SANDRA Director, Officer SELL $23.16 185,904 $4,305,537 900,000
2004-05-08 01:40 2004-05-06 MCK MCKESSON CORP IRBY ALTON F III Director OPT+S $33.05 14,800 $489,140 0
2004-05-08 01:40 2004-05-06 MCK MCKESSON CORP NAPIER JAMES V Director OPT+S $33.05 14,800 $489,140 18,000
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.