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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
2023-08-21 22:55 2023-08-21 FAST FASTENAL CO WISECUP REYNE K Director OPT+S $56.78 19,564 $1,110,912 20,000
2023-08-17 23:38 2023-08-15 TSCO TRACTOR SUPPLY CO /DE/ Brown Joy Director SELL $221.60 500 $110,798 1,855
2023-08-17 00:35 2023-08-14 TSCO TRACTOR SUPPLY CO /DE/ Barton Kurt D Officer SELL $222.43 7,487 $1,665,333 19,574
2023-07-19 18:53 2023-07-17 FAST FASTENAL CO Ancius Michael J Director BUY $57.53 500 $28,765 28,765
2023-06-15 16:35 2023-06-13 FAST FASTENAL CO Owen Terry Modock Officer OPT+S $56.15 20,000 $1,123,070 7,000
2023-06-02 23:54 2023-06-01 IPW iPower Inc. Vassily Kevin Director, Officer BUY $0.68 10,000 $6,795 22,000
2023-06-02 23:20 2023-05-31 IPW iPower Inc. TAN CHENLONG Director, Officer, 10% owner BUY $0.67 20,000 $13,350 8,043,334
2023-05-19 00:53 2023-05-17 TSCO TRACTOR SUPPLY CO /DE/ Estep Jonathan S Officer OPT+S $226.20 12,238 $2,768,236 63
2023-05-19 00:41 2023-05-16 TSCO TRACTOR SUPPLY CO /DE/ Barton Kurt D Officer SELL $227.35 9,091 $2,066,839 27,061
2023-05-19 00:45 2023-05-16 TSCO TRACTOR SUPPLY CO /DE/ Mills Robert D Officer SELL $227.35 7,982 $1,814,708 14,980
2023-05-16 23:11 2023-05-12 FAST FASTENAL CO Drazkowski William Joseph Officer OPT+S $54.70 624 $34,134 5,997
2023-04-24 23:43 2023-04-20 TSCO TRACTOR SUPPLY CO /DE/ Yankee Colin Officer OPT+S $250.00 1,335 $333,750 9,886
2023-02-27 16:57 2023-02-23 SHW SHERWIN WILLIAMS CO Young Bryan J Officer SELL $220.76 2,750 $607,090 7,955
2023-02-18 01:09 2023-02-15 TSCO TRACTOR SUPPLY CO /DE/ Ellison Noni L Officer SELL $239.06 2,325 $555,811 1,787
2023-02-18 01:15 2023-02-16 TSCO TRACTOR SUPPLY CO /DE/ Kersey Melissa Officer SELL $237.57 1,700 $403,867 8,051
2023-02-16 01:47 2023-02-14 TSCO TRACTOR SUPPLY CO /DE/ Rubin Matthew L. Officer OPT+S $237.01 2,001 $474,255 3,658
2023-02-15 00:51 2023-02-10 TSCO TRACTOR SUPPLY CO /DE/ Yankee Colin Officer SELL $234.13 3,650 $854,575 9,886
2023-02-11 00:50 2023-02-08 TSCO TRACTOR SUPPLY CO /DE/ Yankee Colin Officer SELL $231.92 653 $151,444 13,536
2023-02-11 00:57 2023-02-09 TSCO TRACTOR SUPPLY CO /DE/ Barton Kurt D Officer OPT+S $231.21 10,020 $2,316,724 37,152
2023-02-11 00:56 2023-02-09 TSCO TRACTOR SUPPLY CO /DE/ Lawton III Harry A Director, Officer SELL $231.21 20,067 $4,639,691 84,734
2023-02-09 18:40 2023-02-07 FAST FASTENAL CO Owen Terry Modock Officer OPT+S $53.24 15,000 $798,641 7,000
2023-02-08 00:45 2023-02-03 TSCO TRACTOR SUPPLY CO /DE/ Yankee Colin Officer OPT+S $228.49 6,518 $1,489,291 9,872
2023-01-30 15:41 2023-01-27 SHW SHERWIN WILLIAMS CO MORIKIS JOHN G Director, Officer BUY $226.70 2,207 $500,327 231,344
2022-12-01 18:06 2022-11-29 FAST FASTENAL CO Watts Jeffery Michael Officer BUY $50.58 5,940 $300,433 5,940
2022-11-19 00:49 2022-11-16 TSCO TRACTOR SUPPLY CO /DE/ Barton Kurt D Officer SELL $220.00 7,257 $1,596,540 34,045
2022-11-15 00:42 2022-11-09 TSCO TRACTOR SUPPLY CO /DE/ Rubin Matthew L. Officer SELL $204.00 1,500 $306,000 49
2022-11-04 00:03 2022-11-01 TSCO TRACTOR SUPPLY CO /DE/ Kersey Melissa Officer OPT+S $221.19 4,921 $1,088,476 4,573
2022-11-02 00:03 2022-10-28 TSCO TRACTOR SUPPLY CO /DE/ MORRIS EDNA Director SELL $217.27 3,566 $774,785 2,713
2022-10-29 00:03 2022-10-26 TSCO TRACTOR SUPPLY CO /DE/ Mills Robert D Officer OPT+S $220.00 10,512 $2,312,640 16,137
2022-10-26 23:55 2022-10-24 TSCO TRACTOR SUPPLY CO /DE/ Weikel Mark J Director SELL $207.06 6,000 $1,242,338 8,181
2022-10-18 19:36 2022-10-14 FAST FASTENAL CO Eastman Stephen L. Director BUY $43.89 1,000 $43,885 10,000
2022-10-18 19:35 2022-10-17 FAST FASTENAL CO Nielsen Sarah N Director BUY $44.89 500 $22,445 2,000
2022-09-16 14:31 2022-09-15 FAST FASTENAL CO Nielsen Sarah N Director BUY $47.58 500 $23,790 1,500
2022-09-16 14:35 2022-09-14 FAST FASTENAL CO FLORNESS DANIEL L Director, Officer BUY $47.85 5,000 $239,250 282,929
2022-09-15 00:48 2022-09-13 FAST FASTENAL CO Ancius Michael J Director BUY $48.62 500 $24,310 28,265
2022-08-16 23:26 2022-08-15 FAST FASTENAL CO Miller Charles S. Officer OPT+S $55.90 23,136 $1,293,235 7,500
2022-07-18 18:47 2022-07-14 FAST FASTENAL CO Lisowski Sheryl Ann Officer BUY $46.63 1,058 $49,330 5,096
2022-06-17 18:52 2022-06-15 FAST FASTENAL CO Lewis Holden Officer BUY $49.44 1,000 $49,440 9,582
2022-06-17 18:48 2022-06-15 FAST FASTENAL CO Ancius Michael J Director BUY $49.18 678 $33,344 28,265
2022-06-17 18:59 2022-06-15 FAST FASTENAL CO Jansen James C Officer BUY $48.92 1,000 $48,920 26,176
2022-05-25 15:44 2022-05-23 SHW SHERWIN WILLIAMS CO Binns Justin T Officer SELL $259.99 1,542 $400,905 6,877
2022-05-20 22:51 2022-05-19 FAST FASTENAL CO Johnson Daniel L. Director BUY $51.01 1,000 $51,009 10,595
2022-05-20 23:10 2022-05-18 TSCO TRACTOR SUPPLY CO /DE/ JAMISON CYNTHIA T Director SELL $207.62 7,150 $1,484,483 17,130
2022-05-13 23:07 2022-05-12 TSCO TRACTOR SUPPLY CO /DE/ JAMISON CYNTHIA T Director SELL $195.10 5,200 $1,014,523 24,280
2022-05-12 18:54 2022-05-11 FAST FASTENAL CO Ancius Michael J Director BUY $51.00 1,000 $51,000 27,587
2022-05-09 18:14 2022-05-05 FAST FASTENAL CO Ancius Michael J Director BUY $53.61 635 $34,044 26,587
2022-04-18 19:52 2022-04-14 FAST FASTENAL CO Ancius Michael J Director BUY $56.41 650 $36,664 25,952
2022-02-28 16:05 2022-02-25 SHW SHERWIN WILLIAMS CO MORIKIS JOHN G Director, Officer BUY $259.55 2,000 $519,100 320,774
2022-02-25 20:12 2022-02-24 SHW SHERWIN WILLIAMS CO Mistysyn Allen J Officer BUY $253.91 1,000 $253,910 43,908
2022-02-12 00:25 2022-02-10 TSCO TRACTOR SUPPLY CO /DE/ Lawton III Harry A Director, Officer SELL $222.35 20,049 $4,457,955 74,964
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.