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Sector Analysis

Retail-Lumber & Other Building Materials Dealers

Standard Industrial Classification: SIC 5211

Industry Insider Sentiment Analysis

The Retail-Lumber & Other Building Materials Dealers sector (SIC 5211) 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
2016-08-17 01:54 2016-08-12 BLDR Builders FirstSource, Inc. GRIFFIN ROBERT C Director SELL $12.43 24,545 $305,094 50,144
2016-08-17 01:46 2016-08-12 BLDR Builders FirstSource, Inc. SHERMAN FLOYD F Director, Officer OPT+S $12.39 235,753 $2,919,966 524,210
2016-07-20 03:50 2016-07-15 JCTCF JEWETT CAMERON TRADING CO LTD Nasser Michael Charles Officer, 10% owner SELL $12.43 5,752 $71,511 246,209
2016-07-16 02:41 2016-07-13 JCTCF JEWETT CAMERON TRADING CO LTD Nasser Michael Charles Officer, 10% owner SELL $11.35 204 $2,315 251,961
2016-07-09 01:53 2016-07-06 JCTCF JEWETT CAMERON TRADING CO LTD Nasser Michael Charles Officer, 10% owner SELL $11.30 1,546 $17,470 252,165
2016-07-02 01:17 2016-06-29 JCTCF JEWETT CAMERON TRADING CO LTD Nasser Michael Charles Officer, 10% owner SELL $11.30 1,210 $13,673 253,711
2016-06-29 02:00 2016-06-24 JCTCF JEWETT CAMERON TRADING CO LTD Nasser Michael Charles Officer, 10% owner SELL $11.30 15,288 $172,754 254,921
2016-06-23 02:45 2016-06-02 JCTCF JEWETT CAMERON TRADING CO LTD BOONE DONALD M Director, Officer, 10% owner SELL $11.31 11,000 $124,403 776,254
2016-06-11 02:00 2016-06-09 BLDR Builders FirstSource, Inc. CROW M CHAD Officer OPT+S $11.98 117,250 $1,404,221 363,699
2016-06-04 01:13 2016-06-01 BLDR Builders FirstSource, Inc. SHERMAN FLOYD F Director, Officer OPT+S $12.01 270,000 $3,242,700 399,210
2016-06-02 20:06 2016-05-31 LOW LOWES COMPANIES INC Maltsbarger Richard D Officer OPT+S $80.24 12,656 $1,015,469 34,793
2016-06-02 00:53 2016-05-31 HD HOME DEPOT, INC. Hewett Wayne M. Director BUY $132.53 350 $46,386 1,050
2016-05-26 17:27 2016-05-24 LOW LOWES COMPANIES INC Hollifield Matthew V Officer OPT+S $79.16 17,976 $1,422,964 36,715
2016-05-25 19:40 2016-05-23 LOW LOWES COMPANIES INC Peace Nelson B Officer OPT+S $79.77 27,720 $2,211,230 9,113
2016-05-25 22:13 2016-05-24 BLDR Builders FirstSource, Inc. Graff Michael Director SELL $10.40 13,263,266 $137,937,966 0
2016-05-25 19:38 2016-05-23 LOW LOWES COMPANIES INC DAMRON RICKY D Officer OPT+S $79.33 104,120 $8,259,579 68,645
2016-05-25 22:13 2016-05-24 BLDR Builders FirstSource, Inc. BARR DAVID Director SELL $10.40 13,263,266 $137,937,966 0
2016-05-25 19:39 2016-05-23 LOW LOWES COMPANIES INC HULL ROBERT F JR Officer OPT+S $79.75 134,000 $10,686,500 128,353
2016-05-25 22:12 2016-05-24 BLDR Builders FirstSource, Inc. Warburg Pincus Private Equity IX, L.P. 10% owner SELL $10.40 13,263,266 $137,937,966 0
2016-05-21 01:26 2016-05-19 HD HOME DEPOT, INC. Lennie William G. Officer OPT+S $131.49 22,996 $3,023,712 43,821
2016-05-21 01:27 2016-05-19 HD HOME DEPOT, INC. Menear Craig A Director, Officer OPT+S $131.37 46,227 $6,072,841 142,622
2016-05-21 01:24 2016-05-18 HD HOME DEPOT, INC. HOLIFIELD MARK Officer OPT+S $131.14 43,026 $5,642,430 31,837
2016-05-13 00:29 2016-05-10 BLDR Builders FirstSource, Inc. CROW M CHAD Officer SELL $11.22 39,467 $442,820 363,699
2016-04-07 18:32 2016-04-05 LOW LOWES COMPANIES INC NIBLOCK ROBERT A Director, Officer OPT+S $76.22 390,000 $29,725,488 574,139
2016-03-18 18:50 2016-03-16 LOW LOWES COMPANIES INC CROOM MARSHALL A Officer OPT+S $74.09 10,308 $763,727 48,495
2016-03-14 17:30 2016-03-10 LOW LOWES COMPANIES INC Maltsbarger Richard D Officer OPT+S $70.19 25,442 $1,785,741 38,294
2016-03-02 21:46 2016-03-01 LOW LOWES COMPANIES INC COCHRAN SANDRA B Director BUY $67.31 1,500 $100,965 1,500
2016-02-27 02:22 2016-02-24 HD HOME DEPOT, INC. Roseborough Teresa Wynn Officer OPT+S $123.28 8,702 $1,072,783 22,642
2016-02-27 02:21 2016-02-24 HD HOME DEPOT, INC. Carey Matt Officer OPT+S $124.00 66,930 $8,299,320 50,806
2016-02-27 02:21 2016-02-24 HD HOME DEPOT, INC. HOLIFIELD MARK Officer OPT+S $123.72 58,126 $7,191,349 34,398
2016-02-27 02:20 2016-02-24 HD HOME DEPOT, INC. BRENNEMAN GREGORY D Director BUY $124.73 40,000 $4,989,200 46,332
2015-12-12 01:21 2015-12-09 HD HOME DEPOT, INC. Crow Timothy M Officer OPT+S $133.68 34,386 $4,596,720 190,065
2015-12-12 01:22 2015-12-09 HD HOME DEPOT, INC. Gooden Linda R Director BUY $132.13 380 $50,209 380
2015-12-12 01:19 2015-12-09 HD HOME DEPOT, INC. ARPEY GERARD J Director BUY $134.13 1,000 $134,130 1,000
2015-12-10 00:29 2015-12-07 BLDR Builders FirstSource, Inc. Tolly Morris E Officer OPT+S $12.96 63,000 $816,215 141,889
2015-12-08 23:10 2015-12-07 LOW LOWES COMPANIES INC Hollifield Matthew V Officer OPT+S $76.44 6,333 $484,075 40,715
2015-12-05 02:04 2015-12-03 BLDR Builders FirstSource, Inc. SHERMAN FLOYD F Director, Officer OPT+S $13.42 75,000 $1,006,500 263,235
2015-12-04 03:05 2015-12-01 BLDR Builders FirstSource, Inc. MCALEENAN DONALD F Officer OPT+S $13.43 150,000 $2,014,800 281,234
2015-12-03 02:27 2015-11-30 BLDR Builders FirstSource, Inc. CROW M CHAD Officer OPT+S $13.69 150,000 $2,054,100 358,357
2015-11-26 01:58 2015-11-25 BLDR Builders FirstSource, Inc. Graff Michael Director SELL $13.05 7,000,000 $91,350,000 13,263,266
2015-11-26 01:57 2015-11-25 BLDR Builders FirstSource, Inc. BARR DAVID Director SELL $13.05 7,000,000 $91,350,000 13,263,266
2015-11-26 01:58 2015-11-25 BLDR Builders FirstSource, Inc. Warburg Pincus Private Equity IX, L.P. 10% owner SELL $13.05 7,000,000 $91,350,000 13,263,266
2015-11-13 01:36 2015-11-10 BLDR Builders FirstSource, Inc. GRIFFIN ROBERT C Director SELL $14.22 97,025 $1,379,696 59,133
2015-11-13 01:41 2015-11-10 BLDR Builders FirstSource, Inc. CHRISTOPHE CLEVELAND A Director SELL $14.26 150,000 $2,139,000 61,064
2015-08-26 17:19 2015-08-25 LOW LOWES COMPANIES INC DAMRON RICKY D Officer SELL $68.71 13,075 $898,348 80,475
2015-08-25 01:07 2015-08-20 HD HOME DEPOT, INC. Roseborough Teresa Wynn Officer SELL $121.80 6,000 $730,800 24,203
2015-08-04 02:32 2015-07-31 BLDR Builders FirstSource, Inc. Graff Michael Director SELL $12.22 4,600,000 $56,230,400 20,263,266
2015-08-04 02:22 2015-07-31 BLDR Builders FirstSource, Inc. BARR DAVID Director SELL $12.22 4,600,000 $56,230,400 20,263,266
2015-08-04 02:34 2015-07-31 BLDR Builders FirstSource, Inc. Warburg Pincus Private Equity IX, L.P. 10% owner SELL $12.22 4,600,000 $56,230,400 20,263,266
2015-06-11 21:53 2015-06-11 BLDR Builders FirstSource, Inc. Steinke Craig Arthur Director BUY $12.41 16,000 $198,560 150,632
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Retail-Lumber & Other Building Materials Dealers sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (5211) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Retail-Lumber & Other Building Materials Dealers

Every transaction in the Retail-Lumber & Other Building Materials Dealers 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.