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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
2008-02-28 01:01 2008-02-26 TSCO TRACTOR SUPPLY CO /DE/ SCARLETT JOSEPH H JR 10% owner SELL $41.02 42,082 $1,726,317 3,701,224
2008-02-13 01:34 2008-02-08 TSCO TRACTOR SUPPLY CO /DE/ SCARLETT JOSEPH H JR 10% owner SELL $41.15 98,800 $4,065,966 121,061
2008-02-04 16:27 2008-02-01 SHW SHERWIN WILLIAMS CO MIXON AARON MALACHI III Director OPT+S $56.67 2,000 $113,350 27,015
2008-02-04 16:26 2008-02-01 SHW SHERWIN WILLIAMS CO EVANS DANIEL E Director OPT+S $57.55 2,000 $115,110 10,399
2008-02-02 00:39 2008-01-08 FAST FASTENAL CO Miller Hugh Loss Director BUY $36.64 200 $7,328 3,413
2008-01-11 17:11 2007-02-09 SHW SHERWIN WILLIAMS CO Oberfeld Steven J Officer SELL $69.68 9,720 $677,309 43,454
2007-12-13 23:46 2007-12-13 SHW SHERWIN WILLIAMS CO AULT JOHN L Officer SELL $60.41 1,000 $60,406 20,100
2007-12-05 01:37 2007-12-03 TSCO TRACTOR SUPPLY CO /DE/ SCARLETT JOSEPH H JR 10% owner SELL $41.06 38,588 $1,584,585 219,861
2007-12-01 02:02 2007-11-28 TSCO TRACTOR SUPPLY CO /DE/ SCARLETT JOSEPH H JR 10% owner SELL $41.26 183,412 $7,568,111 258,449
2007-11-21 23:59 2007-11-21 FAST FASTENAL CO FLORNESS DANIEL L Officer BUY $38.29 1,000 $38,290 16,099
2007-10-12 20:30 2007-10-12 FAST FASTENAL CO FLORNESS DANIEL L Officer BUY $44.00 1,000 $44,000 15,099
2007-10-02 23:10 2007-10-01 SHW SHERWIN WILLIAMS CO Connor Christopher M Director, Officer SELL $66.03 8,200 $541,440 404,045
2007-10-02 23:08 2007-10-01 SHW SHERWIN WILLIAMS CO Connor Christopher M Director, Officer OPT+S $65.83 26,800 $1,764,346 412,245
2007-09-26 16:44 2007-09-25 FAST FASTENAL CO Miller Hugh Loss Director BUY $44.43 3,000 $133,290 3,413
2007-08-08 22:40 2007-08-08 FAST FASTENAL CO SLAGGIE STEPHEN M Director SELL $51.15 10,000 $511,500 6,124,734
2007-08-07 23:38 2007-08-07 FAST FASTENAL CO SLAGGIE STEPHEN M Director SELL $48.35 10,000 $483,500 6,134,734
2007-08-07 22:00 2007-08-07 FAST FASTENAL CO KIERLIN ROBERT A Director SELL $47.35 50,000 $2,367,500 9,609,984
2007-07-27 22:08 2007-07-26 FAST FASTENAL CO WISECUP REYNE K Director BUY $44.38 880 $39,056 10,000
2007-07-26 18:37 2007-07-25 SHW SHERWIN WILLIAMS CO MORIKIS JOHN G Officer OPT+S $71.57 31,795 $2,275,527 119,385
2007-07-03 17:48 2007-07-02 SHW SHERWIN WILLIAMS CO Connor Christopher M Director, Officer SELL $67.23 21,450 $1,442,008 389,045
2007-07-03 17:47 2007-07-02 SHW SHERWIN WILLIAMS CO Connor Christopher M Director, Officer OPT+S $66.88 28,550 $1,909,438 410,495
2007-06-06 16:26 2007-06-05 FAST FASTENAL CO KIERLIN ROBERT A Director SELL $42.86 100,000 $4,286,220 9,659,984
2007-05-25 14:06 2007-05-23 TSCO TRACTOR SUPPLY CO /DE/ SCARLETT JOSEPH H JR Director, 10% owner SELL $51.76 14,985 $775,660 21,061
2007-05-22 23:13 2007-05-22 TSCO TRACTOR SUPPLY CO /DE/ SCARLETT JOSEPH H JR Director, 10% owner SELL $51.44 22,500 $1,157,333 36,046
2007-05-21 23:33 2007-05-18 TSCO TRACTOR SUPPLY CO /DE/ SCARLETT JOSEPH H JR Director, 10% owner SELL $51.28 37,500 $1,922,884 58,546
2007-05-21 17:33 2007-05-18 SHW SHERWIN WILLIAMS CO HENNESSY SEAN P Officer SELL $67.40 13,000 $876,182 76,165
2007-05-18 19:16 2007-05-16 TSCO TRACTOR SUPPLY CO /DE/ SCARLETT JOSEPH H JR Director, 10% owner SELL $51.12 22,500 $1,150,268 96,046
2007-05-10 20:30 2007-05-09 TSCO TRACTOR SUPPLY CO /DE/ MAXWELL JOSEPH D Director SELL $51.74 70,000 $3,622,017 132,469
2007-05-08 00:30 2007-05-07 TSCO TRACTOR SUPPLY CO /DE/ SCARLETT JOSEPH H JR Director, Officer, 10% owner SELL $51.38 10,000 $513,791 4,138,678
2007-05-05 00:01 2007-05-04 TSCO TRACTOR SUPPLY CO /DE/ SCARLETT JOSEPH H JR Director, Officer, 10% owner SELL $51.03 40,000 $2,041,028 4,148,678
2007-05-04 23:48 2007-05-03 TSCO TRACTOR SUPPLY CO /DE/ JAMISON CYNTHIA T Director OPT+S $50.94 1,350 $68,768 0
2007-05-04 01:16 2007-05-02 TSCO TRACTOR SUPPLY CO /DE/ SCARLETT JOSEPH H JR Director, Officer, 10% owner SELL $51.00 50,000 $2,550,115 4,188,678
2007-05-04 00:27 2007-05-02 TSCO TRACTOR SUPPLY CO /DE/ VELLA KIMBERLY D Officer OPT+S $51.11 14,934 $763,277 930
2007-05-02 02:15 2007-05-01 TSCO TRACTOR SUPPLY CO /DE/ BRASE GERALD W Officer OPT+S $50.99 49,995 $2,549,245 26,268
2007-04-18 21:41 2007-04-18 FAST FASTENAL CO KIERLIN ROBERT A Director SELL $39.94 250,000 $9,985,500 9,790,984
2007-04-13 00:38 2007-04-11 TSCO TRACTOR SUPPLY CO /DE/ SCARLETT JOSEPH H JR Director, Officer, 10% owner SELL $56.90 50,000 $2,845,145 4,238,678
2007-04-13 00:41 2007-04-11 TSCO TRACTOR SUPPLY CO /DE/ VELLA KIMBERLY D Officer OPT+S $56.50 3,029 $171,139 930
2007-04-13 00:39 2007-04-11 TSCO TRACTOR SUPPLY CO /DE/ LEWIS DAVID C Officer OPT+S $56.50 12,000 $678,000 0
2007-04-03 19:05 2007-04-02 SHW SHERWIN WILLIAMS CO CONNOR CHRISTOPHER M Director, Officer SELL $66.00 7,262 $479,271 389,045
2007-04-03 19:04 2007-04-02 SHW SHERWIN WILLIAMS CO CONNOR CHRISTOPHER M Director, Officer OPT+S $65.74 42,738 $2,809,511 396,307
2007-03-24 00:20 2007-03-22 TSCO TRACTOR SUPPLY CO /DE/ SCARLETT JOSEPH H JR Director, Officer, 10% owner SELL $52.01 20,000 $1,040,276 4,288,678
2007-03-16 17:56 2007-03-14 TSCO TRACTOR SUPPLY CO /DE/ SCARLETT JOSEPH H JR Director, Officer, 10% owner SELL $52.00 5,000 $260,000 4,308,678
2007-03-12 22:30 2007-03-09 SHW SHERWIN WILLIAMS CO HOPKINS THOMAS E Officer SELL $66.54 7,546 $502,124 53,250
2007-03-12 21:23 2007-03-12 FAST FASTENAL CO OBERTON WILLARD D Director, Officer BUY $35.05 400 $14,020 257,440
2007-03-07 00:46 2007-03-06 FAST FASTENAL CO KIERLIN ROBERT A Director SELL $34.10 83,100 $2,833,710 10,040,984
2007-03-06 21:06 2007-03-05 SHW SHERWIN WILLIAMS CO SEITZ THOMAS W Officer SELL $64.00 10,744 $687,616 73,931
2007-03-02 17:30 2007-03-01 SHW SHERWIN WILLIAMS CO CONNOR CHRISTOPHER M Director, Officer OPT+S $64.29 50,000 $3,214,680 389,045
2007-03-02 00:40 2007-02-28 TSCO TRACTOR SUPPLY CO /DE/ SCARLETT JOSEPH H JR Director, Officer, 10% owner SELL $51.13 100,000 $5,113,250 4,313,678
2007-03-02 02:08 2007-02-28 FAST FASTENAL CO KIERLIN ROBERT A Director SELL $35.60 200 $7,120 10,124,084
2007-03-01 20:18 2007-02-28 FAST FASTENAL CO WISECUP REYNE K Director BUY $35.56 1,000 $35,557 9,120
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.