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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2013-02-05 00:17 | 2013-01-31 | TSCO | TRACTOR SUPPLY CO /DE/ | WRIGHT JAMES F | Director, Officer | OPT+S | $102.50 | 160,000 | $16,400,000 | 306,644 |
| 2013-02-05 00:07 | 2013-01-31 | TSCO | TRACTOR SUPPLY CO /DE/ | ADAMS JOHN C JR | Director | OPT+S | $101.60 | 4,000 | $406,400 | 7,972 |
| 2013-01-28 19:42 | 2013-01-24 | FAST | FASTENAL CO | Camp Michael Scott | Officer | OPT+S | $48.40 | 25,000 | $1,210,015 | 6,376 |
| 2012-12-18 02:58 | 2012-12-14 | FAST | FASTENAL CO | SLAGGIE STEPHEN M | Director | SELL | $43.04 | 100,000 | $4,304,450 | 9,681,008 |
| 2012-12-18 02:57 | 2012-12-14 | FAST | FASTENAL CO | Jansen James C | Officer | OPT+S | $43.03 | 40,000 | $1,721,348 | 12,588 |
| 2012-12-14 02:17 | 2012-12-11 | FAST | FASTENAL CO | Rucinski Steven A | Officer | OPT+S | $41.08 | 12,511 | $513,923 | 3,028 |
| 2012-12-12 17:01 | 2012-12-11 | SHW | SHERWIN WILLIAMS CO | HOPKINS THOMAS E | Officer | SELL | $150.53 | 8,859 | $1,333,545 | 26,529 |
| 2012-12-08 01:22 | 2012-12-06 | FAST | FASTENAL CO | KIERLIN ROBERT A | Director | SELL | $41.71 | 100,000 | $4,170,660 | 12,610,000 |
| 2012-12-08 01:20 | 2012-12-05 | FAST | FASTENAL CO | FLORNESS DANIEL L | Officer | BUY | $41.50 | 2,645 | $109,768 | 41,841 |
| 2012-12-06 23:57 | 2012-12-05 | FAST | FASTENAL CO | FLORNESS DANIEL L | Officer | BUY | $41.50 | 2,645 | $109,768 | 41,845 |
| 2012-12-04 22:24 | 2012-12-03 | SHW | SHERWIN WILLIAMS CO | SEITZ THOMAS W | Officer | OPT+S | $153.12 | 19,419 | $2,973,457 | 35,021 |
| 2012-11-29 01:28 | 2012-11-26 | FAST | FASTENAL CO | Polipnick Gary A. | Officer | BUY | $40.50 | 1,000 | $40,500 | 3,672 |
| 2012-11-28 21:03 | 2012-11-27 | SHW | SHERWIN WILLIAMS CO | Knight Timothy A | Officer | OPT+S | $157.89 | 21,000 | $3,315,768 | 18,090 |
| 2012-11-27 21:10 | 2012-11-26 | SHW | SHERWIN WILLIAMS CO | Heath George E | Officer | OPT+S | $157.93 | 15,500 | $2,447,915 | 27,289 |
| 2012-11-26 19:44 | 2012-11-21 | SHW | SHERWIN WILLIAMS CO | Davisson Robert J | Officer | OPT+S | $157.45 | 13,000 | $2,046,906 | 24,045 |
| 2012-11-26 19:42 | 2012-11-21 | SHW | SHERWIN WILLIAMS CO | HENNESSY SEAN P | Officer | OPT+S | $157.46 | 38,419 | $6,049,375 | 72,981 |
| 2012-11-22 02:13 | 2012-11-21 | FAST | FASTENAL CO | KIERLIN ROBERT A | Director | SELL | $41.03 | 100,000 | $4,103,280 | 12,710,000 |
| 2012-11-21 01:02 | 2012-11-19 | SHW | SHERWIN WILLIAMS CO | HOPKINS THOMAS E | Officer | OPT+S | $155.70 | 16,152 | $2,514,866 | 34,492 |
| 2012-11-19 21:40 | 2012-11-16 | SHW | SHERWIN WILLIAMS CO | Mistysyn Allen J | Officer | OPT+S | $148.91 | 5,398 | $803,816 | 18,273 |
| 2012-11-09 02:05 | 2012-11-07 | FAST | FASTENAL CO | KIERLIN ROBERT A | Director | SELL | $42.27 | 100,000 | $4,227,300 | 12,810,000 |
| 2012-11-02 23:42 | 2012-11-01 | TSCO | TRACTOR SUPPLY CO /DE/ | Downing Lee J | Officer | OPT+S | $96.94 | 2,879 | $279,087 | 5,686 |
| 2012-11-02 23:35 | 2012-11-01 | TSCO | TRACTOR SUPPLY CO /DE/ | FROST RICHARD W | Director | OPT+S | $96.38 | 11,000 | $1,060,149 | 6,472 |
| 2012-10-17 00:50 | 2012-10-14 | FAST | FASTENAL CO | KIERLIN ROBERT A | Director | SELL | $45.26 | 100,000 | $4,525,570 | 12,910,000 |
| 2012-10-17 00:57 | 2012-10-12 | FAST | FASTENAL CO | Rucinski Steven A | Officer | OPT+S | $45.10 | 25,000 | $1,127,438 | 120 |
| 2012-09-18 17:56 | 2012-09-14 | SHW | SHERWIN WILLIAMS CO | Davisson Robert J | Officer | OPT+S | $146.00 | 3,500 | $511,000 | 24,045 |
| 2012-09-18 17:55 | 2012-09-14 | SHW | SHERWIN WILLIAMS CO | STELLATO LOUIS E | Officer | SELL | $145.93 | 11,374 | $1,659,808 | 18,090 |
| 2012-09-14 18:20 | 2012-09-13 | SHW | SHERWIN WILLIAMS CO | Oberfeld Steven J | Officer | SELL | $145.09 | 48,576 | $7,048,028 | 41,279 |
| 2012-09-14 18:23 | 2012-09-12 | SHW | SHERWIN WILLIAMS CO | STELLATO LOUIS E | Officer | SELL | $144.04 | 11,362 | $1,636,582 | 29,465 |
| 2012-09-11 00:53 | 2012-09-06 | TSCO | TRACTOR SUPPLY CO /DE/ | JAMISON CYNTHIA T | Director | OPT+S | $100.00 | 4,000 | $400,000 | 13,880 |
| 2012-09-07 19:46 | 2012-09-07 | FAST | FASTENAL CO | KIERLIN ROBERT A | Director | SELL | $42.07 | 100,000 | $4,207,110 | 13,210,000 |
| 2012-09-07 21:09 | 2012-09-06 | SHW | SHERWIN WILLIAMS CO | MORIKIS JOHN G | Officer | OPT+S | $143.96 | 32,583 | $4,690,649 | 117,873 |
| 2012-09-05 18:38 | 2012-09-04 | FAST | FASTENAL CO | WISECUP REYNE K | Director, Officer | OPT+S | $43.09 | 10,000 | $430,900 | 10,000 |
| 2012-09-04 21:13 | 2012-08-16 | SHW | SHERWIN WILLIAMS CO | Oberfeld Steven J | Officer | SELL | $138.80 | 27,548 | $3,823,662 | 89,855 |
| 2012-09-04 18:04 | 2012-08-30 | SHW | SHERWIN WILLIAMS CO | Connor Christopher M | Director, Officer | OPT+S | $142.61 | 311,025 | $44,355,151 | 552,651 |
| 2012-08-29 00:58 | 2012-08-24 | FAST | FASTENAL CO | Polipnick Gary A. | Officer | BUY | $43.66 | 276 | $12,051 | 2,672 |
| 2012-08-13 18:45 | 2012-08-10 | SHW | SHERWIN WILLIAMS CO | HENNESSY SEAN P | Officer | OPT+S | $140.33 | 34,152 | $4,792,550 | 72,981 |
| 2012-08-09 22:08 | 2012-08-08 | SHW | SHERWIN WILLIAMS CO | STELLATO LOUIS E | Officer | OPT+S | $140.75 | 10,000 | $1,407,500 | 18,316 |
| 2012-08-09 16:04 | 2012-08-07 | TSCO | TRACTOR SUPPLY CO /DE/ | MACKENZIE GEORGE | Director | SELL | $92.30 | 400 | $36,918 | 5,028 |
| 2012-08-07 17:14 | 2012-08-06 | FAST | FASTENAL CO | KIERLIN ROBERT A | Director | SELL | $42.89 | 100,000 | $4,288,780 | 13,310,000 |
| 2012-08-07 19:01 | 2012-08-03 | TSCO | TRACTOR SUPPLY CO /DE/ | VELLA KIMBERLY D | Officer | OPT+S | $90.00 | 11,044 | $993,960 | 19,328 |
| 2012-07-27 17:08 | 2012-07-26 | SHW | SHERWIN WILLIAMS CO | HOPKINS THOMAS E | Officer | OPT+S | $133.14 | 13,424 | $1,787,224 | 34,492 |
| 2012-07-26 20:32 | 2012-07-26 | SHW | SHERWIN WILLIAMS CO | Hodnik David F | Director | SELL | $133.20 | 1,000 | $133,200 | 12,164 |
| 2012-07-26 22:54 | 2012-07-24 | FAST | FASTENAL CO | LUNDQUIST NICHOLAS J | Officer | OPT+S | $42.52 | 50,000 | $2,125,770 | 121,000 |
| 2012-07-25 21:43 | 2012-07-24 | SHW | SHERWIN WILLIAMS CO | Heath George E | Officer | OPT+S | $131.36 | 12,000 | $1,576,320 | 27,289 |
| 2012-07-25 21:43 | 2012-07-24 | SHW | SHERWIN WILLIAMS CO | Knight Timothy A | Officer | OPT+S | $130.90 | 25,000 | $3,272,450 | 18,090 |
| 2012-07-17 23:32 | 2012-07-16 | FAST | FASTENAL CO | KIERLIN ROBERT A | Director | SELL | $43.16 | 100,000 | $4,315,540 | 13,410,000 |
| 2012-06-18 20:38 | 2012-06-14 | SHW | SHERWIN WILLIAMS CO | Oberfeld Steven J | Officer | OPT+S | $129.45 | 14,000 | $1,812,355 | 117,403 |
| 2012-06-11 23:18 | 2012-06-08 | FAST | FASTENAL CO | Hein LeLand J | Officer | BUY | $39.45 | 3,300 | $130,173 | 8,300 |
| 2012-06-09 01:00 | 2012-06-07 | FAST | FASTENAL CO | Jansen James C | Officer | BUY | $39.99 | 1,300 | $51,992 | 12,588 |
| 2012-06-08 20:46 | 2012-06-07 | SHW | SHERWIN WILLIAMS CO | STELLATO LOUIS E | Officer | OPT+S | $130.79 | 33,000 | $4,316,070 | 18,316 |
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.