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Sector Analysis

Retail-Building Materials, Hardware, Garden Supply

Standard Industrial Classification: SIC 5200

Industry Insider Sentiment Analysis

The Retail-Building Materials, Hardware, Garden Supply sector (SIC 5200) 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
2026-03-07 01:25 2026-03-05 FAST FASTENAL CO Wisecup Reyne K Director OPT+S $47.34 36,920 $1,747,922 40,000
2026-02-26 01:38 2026-02-24 SHW SHERWIN WILLIAMS CO Young Bryan J Officer SELL $364.47 2,513 $915,913 10,045
2026-02-18 01:40 2026-02-13 TSCO TRACTOR SUPPLY CO /DE/ Yankee Colin Officer OPT+S $55.35 11,170 $618,263 45,515
2026-02-13 00:39 2026-02-11 TSCO TRACTOR SUPPLY CO /DE/ Estep Jonathan S Officer OPT+S $54.03 59,745 $3,228,022 80,931
2026-02-13 00:42 2026-02-11 TSCO TRACTOR SUPPLY CO /DE/ Mills Robert D Officer OPT+S $54.12 62,950 $3,406,854 122,834
2026-02-13 00:47 2026-02-10 TSCO TRACTOR SUPPLY CO /DE/ Barton Kurt D Officer SELL $53.81 1,884 $101,378 52,562
2026-02-11 00:17 2025-04-07 FAST FASTENAL CO Miller Charles S. Officer BUY $77.53 40 $3,101 40
2026-02-10 01:01 2026-02-06 TSCO TRACTOR SUPPLY CO /DE/ Barton Kurt D Officer SELL $53.94 1,929 $104,050 44,736
2026-02-06 00:44 2026-02-03 TSCO TRACTOR SUPPLY CO /DE/ Lawton III Harry A Director, Officer SELL $53.16 84,670 $4,501,057 606,842
2026-02-05 01:54 2026-02-02 SHW SHERWIN WILLIAMS CO Davie Colin M. Officer OPT+S $359.50 2,976 $1,069,872 5,365
2026-01-27 22:33 2025-04-07 FAST FASTENAL CO Miller Charles S. Officer BUY $39.15 40 $1,566 40
2026-01-27 22:34 2026-01-23 FAST FASTENAL CO SATTERLEE SCOTT Director OPT+S $44.19 15,964 $705,454 50,000
2025-11-21 23:26 2025-11-17 FAST FASTENAL CO Johnson Daniel L. Director BUY $40.44 1,000 $40,440 22,190
2025-11-20 21:21 2025-11-19 FAST FASTENAL CO Nielsen Sarah N Director BUY $39.60 1,000 $39,600 5,000
2025-11-15 01:48 2025-11-13 FAST FASTENAL CO HSU Hsenghung Sam Director BUY $49.58 1,000 $49,580 10,000
2025-11-15 02:18 2025-11-13 FAST FASTENAL CO HSU Hsenghung Sam Director BUY $40.58 1,000 $40,580 10,000
2025-11-14 19:15 2025-11-12 GRWG GrowGeneration Corp. Lampert Darren Director, Officer SELL $1.68 126,820 $213,311 1,651,702
2025-11-13 21:04 2025-11-12 FAST FASTENAL CO Eastman Stephen L. Director BUY $40.82 1,000 $40,816 21,000
2025-10-16 22:27 2025-10-16 FAST FASTENAL CO HSU Hsenghung Sam Director BUY $42.45 1,000 $42,450 9,000
2025-09-23 23:00 2025-09-22 GRWG GrowGeneration Corp. Aiello Stephen Director BUY $1.66 133,334 $221,334 668,311
2025-08-27 23:35 2025-08-25 SHW SHERWIN WILLIAMS CO Binns Justin T Officer OPT+S $368.82 609 $224,611 17,922
2025-08-18 19:16 2025-08-15 FAST FASTENAL CO Drazkowski William Joseph Officer OPT+S $48.67 6,842 $333,012 11,994
2025-08-15 23:23 2025-08-13 TSCO TRACTOR SUPPLY CO /DE/ Kersey Melissa Officer SELL $59.79 6,313 $377,426 34,070
2025-08-14 22:15 2025-08-12 FAST FASTENAL CO FLORNESS DANIEL L Director, Officer OPT+S $48.44 84,612 $4,098,673 565,036
2025-08-12 18:29 2025-08-08 FAST FASTENAL CO Watts Jeffery Michael Officer OPT+S $48.05 48,724 $2,341,203 11,880
2025-08-12 18:33 2025-08-08 FAST FASTENAL CO Soderberg John Lewis Officer OPT+S $48.03 34,612 $1,662,421 0
2025-08-11 23:23 2025-08-07 TSCO TRACTOR SUPPLY CO /DE/ Weikel Mark J Director SELL $59.92 8,000 $479,360 42,478
2025-08-08 15:05 2025-08-06 SHW SHERWIN WILLIAMS CO Lang James P. Officer OPT+S $350.35 860 $301,301 377
2025-07-31 00:15 2025-07-28 TSCO TRACTOR SUPPLY CO /DE/ Yankee Colin Officer OPT+S $58.40 6,680 $390,121 40,142
2025-07-28 23:37 2025-07-24 TSCO TRACTOR SUPPLY CO /DE/ Ellison Noni L Officer SELL $63.96 5,200 $332,592 28,639
2025-07-28 23:35 2025-07-24 TSCO TRACTOR SUPPLY CO /DE/ Barton Kurt D Officer OPT+S $63.96 90,000 $5,756,400 47,715
2025-07-26 00:31 2025-07-24 FAST FASTENAL CO Broersma Anthony Paul Officer OPT+S $47.93 13,582 $650,931 0
2025-07-24 23:48 2025-07-22 TSCO TRACTOR SUPPLY CO /DE/ Jackson Denise L Director SELL $58.50 1,165 $68,153 31,123
2025-07-18 22:22 2025-07-17 FAST FASTENAL CO Lisowski Sheryl Ann Officer OPT+S $45.21 21,052 $951,832 10,192
2025-07-15 00:30 2025-07-10 TSCO TRACTOR SUPPLY CO /DE/ Jackson Denise L Director SELL $57.75 2,000 $115,500 32,288
2025-07-11 23:51 2025-07-09 TSCO TRACTOR SUPPLY CO /DE/ Jackson Denise L Director SELL $57.00 1,000 $57,000 34,288
2025-07-10 00:12 2025-07-07 TSCO TRACTOR SUPPLY CO /DE/ Estep Jonathan S Officer OPT+S $56.00 35,825 $2,006,200 74,605
2025-07-10 00:13 2025-07-07 TSCO TRACTOR SUPPLY CO /DE/ Jackson Denise L Director SELL $55.93 4,630 $258,965 35,288
2025-07-08 00:10 2025-07-02 TSCO TRACTOR SUPPLY CO /DE/ Jackson Denise L Director SELL $55.00 1,550 $85,250 39,918
2025-06-26 00:08 2025-06-23 TSCO TRACTOR SUPPLY CO /DE/ Estep Jonathan S Officer OPT+S $53.00 56,630 $3,001,390 74,605
2025-06-10 23:07 2025-06-06 SHW SHERWIN WILLIAMS CO Rea Todd D Officer OPT+S $359.16 4,223 $1,516,733 9,329
2025-06-09 23:01 2025-06-05 FAST FASTENAL CO Papenfuss Donnalee Kathleen Officer OPT+S $41.27 2,956 $121,983 0
2025-05-20 18:30 2025-05-16 FAST FASTENAL CO Soderberg John Lewis Officer OPT+S $82.45 16,362 $1,349,068 0
2025-05-17 00:00 2025-05-14 TSCO TRACTOR SUPPLY CO /DE/ Rubin Matthew L. Officer SELL $51.76 2,810 $145,446 29,722
2025-05-07 19:36 2025-05-06 FAST FASTENAL CO SATTERLEE SCOTT Director OPT+S $79.51 9,670 $768,868 25,000
2025-04-28 19:20 2025-04-25 FAST FASTENAL CO Broersma Anthony Paul Officer OPT+S $81.19 5,568 $452,060 0
2025-04-28 19:17 2025-04-24 FAST FASTENAL CO FLORNESS DANIEL L Director, Officer OPT+S $82.12 50,000 $4,106,085 282,518
2025-04-15 22:48 2025-04-14 FAST FASTENAL CO Drazkowski William Joseph Officer OPT+S $81.31 15,000 $1,219,643 5,997
2025-03-20 22:54 2025-03-19 GRWG GrowGeneration Corp. Salaman Michael Director, Officer BUY $1.21 85,465 $103,413 1,639,313
2025-03-20 22:54 2025-03-19 GRWG GrowGeneration Corp. Lampert Darren Director, Officer BUY $1.19 82,639 $98,340 1,728,522
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Retail-Building Materials, Hardware, Garden Supply sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (5200) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Retail-Building Materials, Hardware, Garden Supply

Every transaction in the Retail-Building Materials, Hardware, Garden Supply 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.