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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2012-06-01 23:31 | 2012-05-30 | BLDR | Builders FirstSource, Inc. | Graff Michael | Director | BUY | $3.95 | 4,800 | $18,960 | 24,813,837 |
| 2012-06-01 23:30 | 2012-05-30 | BLDR | Builders FirstSource, Inc. | BARR DAVID | Director | BUY | $3.95 | 4,800 | $18,960 | 24,813,837 |
| 2012-06-01 23:28 | 2012-05-30 | BLDR | Builders FirstSource, Inc. | Warburg Pincus Private Equity IX, L.P. | 10% owner | BUY | $3.95 | 4,800 | $18,960 | 24,813,837 |
| 2012-05-30 01:53 | 2012-05-24 | BLDR | Builders FirstSource, Inc. | Graff Michael | Director | BUY | $3.97 | 31,893 | $126,647 | 24,809,037 |
| 2012-05-30 01:48 | 2012-05-24 | BLDR | Builders FirstSource, Inc. | BARR DAVID | Director | BUY | $3.97 | 31,893 | $126,647 | 24,809,037 |
| 2012-05-30 01:51 | 2012-05-24 | BLDR | Builders FirstSource, Inc. | Warburg Pincus Private Equity IX, L.P. | 10% owner | BUY | $3.97 | 31,893 | $126,647 | 24,809,037 |
| 2012-05-25 00:27 | 2012-05-22 | HD | HOME DEPOT, INC. | CODINA ARMANDO M | Director | BUY | $48.37 | 20,650 | $998,841 | 37,512 |
| 2012-05-24 01:13 | 2012-05-21 | BLDR | Builders FirstSource, Inc. | Graff Michael | Director | BUY | $3.72 | 56,800 | $211,074 | 24,777,144 |
| 2012-05-24 01:11 | 2012-05-21 | BLDR | Builders FirstSource, Inc. | BARR DAVID | Director | BUY | $3.72 | 56,800 | $211,074 | 24,777,144 |
| 2012-05-24 01:16 | 2012-05-21 | BLDR | Builders FirstSource, Inc. | Warburg Pincus Private Equity IX, L.P. | 10% owner | BUY | $3.72 | 56,800 | $211,074 | 24,777,144 |
| 2012-05-19 00:41 | 2012-05-16 | BLDR | Builders FirstSource, Inc. | Graff Michael | Director | BUY | $4.02 | 46,600 | $187,113 | 24,720,344 |
| 2012-05-19 00:45 | 2012-05-16 | BLDR | Builders FirstSource, Inc. | BARR DAVID | Director | BUY | $4.02 | 46,600 | $187,113 | 24,720,344 |
| 2012-05-19 00:43 | 2012-05-16 | BLDR | Builders FirstSource, Inc. | Warburg Pincus Private Equity IX, L.P. | 10% owner | BUY | $4.02 | 46,600 | $187,113 | 24,720,344 |
| 2012-05-10 03:16 | 2012-05-07 | BLDR | Builders FirstSource, Inc. | Graff Michael | Director | BUY | $3.93 | 59,837 | $235,195 | 24,673,744 |
| 2012-05-10 03:19 | 2012-05-07 | BLDR | Builders FirstSource, Inc. | BARR DAVID | Director | BUY | $3.93 | 59,837 | $235,195 | 24,673,744 |
| 2012-05-10 03:21 | 2012-05-07 | BLDR | Builders FirstSource, Inc. | Warburg Pincus Private Equity IX, L.P. | 10% owner | BUY | $3.93 | 59,837 | $235,195 | 24,673,744 |
| 2012-04-30 19:55 | 2012-04-26 | JCTCF | JEWETT CAMERON TRADING CO LTD | BOONE DONALD M | Director, Officer, 10% owner | SELL | $9.08 | 15,000 | $136,200 | 495,481 |
| 2012-04-30 20:02 | 2012-04-26 | JCTCF | JEWETT CAMERON TRADING CO LTD | Nasser Michael Charles | Officer, 10% owner | SELL | $9.08 | 15,000 | $136,200 | 187,184 |
| 2012-04-26 18:11 | 2012-04-24 | BLDR | Builders FirstSource, Inc. | CROW M CHAD | Officer | BUY | $3.45 | 10,000 | $34,500 | 169,086 |
| 2012-03-30 22:06 | 2012-03-28 | LOW | LOWES COMPANIES INC | NIBLOCK ROBERT A | Director, Officer | SELL | $31.23 | 1,600 | $49,968 | 0 |
| 2012-03-28 22:02 | 2012-03-26 | LOW | LOWES COMPANIES INC | Lamb Thomas J | Officer | OPT+S | $31.06 | 28,983 | $900,137 | 25,525 |
| 2012-03-28 21:37 | 2012-03-26 | LOW | LOWES COMPANIES INC | BRIDGEFORD GREGORY M | Officer | OPT+S | $31.13 | 185,000 | $5,758,403 | 233,995 |
| 2012-03-22 23:46 | 2012-03-21 | LOW | LOWES COMPANIES INC | Hollifield Matthew V | Officer | SELL | $30.88 | 8,025 | $247,818 | 39,613 |
| 2012-03-20 20:47 | 2012-03-16 | LOW | LOWES COMPANIES INC | NIBLOCK ROBERT A | Director, Officer | SELL | $30.46 | 100,000 | $3,046,000 | 726,554 |
| 2012-03-16 01:04 | 2012-03-13 | HD | HOME DEPOT, INC. | Carey Matt | Officer | SELL | $49.02 | 20,500 | $1,004,910 | 45,598 |
| 2012-03-15 22:19 | 2012-03-14 | LOW | LOWES COMPANIES INC | Saura Janet M | Officer | OPT+S | $30.26 | 2,400 | $72,627 | 16,433 |
| 2012-03-15 22:38 | 2012-03-13 | LOW | LOWES COMPANIES INC | CROOM MARSHALL A | Officer | OPT+S | $30.22 | 35,666 | $1,077,730 | 74,170 |
| 2012-03-15 02:11 | 2012-03-12 | HD | HOME DEPOT, INC. | Menear Craig A | Officer | OPT+S | $48.59 | 15,000 | $728,850 | 201,047 |
| 2012-03-13 20:54 | 2012-03-09 | LOW | LOWES COMPANIES INC | Reeves Michael L | Officer | OPT+S | $29.37 | 9,413 | $276,422 | 16,552 |
| 2012-03-13 20:09 | 2012-03-09 | LOW | LOWES COMPANIES INC | AUSURA MAUREEN K | Officer | OPT+S | $29.41 | 35,666 | $1,049,001 | 112,075 |
| 2012-03-13 20:34 | 2012-03-09 | LOW | LOWES COMPANIES INC | HULL ROBERT F JR | Officer | OPT+S | $29.51 | 207,000 | $6,108,922 | 238,650 |
| 2012-03-09 22:05 | 2012-03-07 | LOW | LOWES COMPANIES INC | Hollifield Matthew V | Officer | OPT+S | $28.81 | 35,666 | $1,027,413 | 47,638 |
| 2012-03-10 02:01 | 2012-03-07 | BLDR | Builders FirstSource, Inc. | Graff Michael | Director | BUY | $3.14 | 22,671 | $71,187 | 24,613,907 |
| 2012-03-10 02:03 | 2012-03-07 | BLDR | Builders FirstSource, Inc. | BARR DAVID | Director | BUY | $3.14 | 22,671 | $71,187 | 24,613,907 |
| 2012-03-10 01:17 | 2012-03-08 | HD | HOME DEPOT, INC. | BLAKE FRANCIS S | Director, Officer | OPT+S | $47.71 | 350,000 | $16,698,500 | 633,075 |
| 2012-03-10 02:05 | 2012-03-07 | BLDR | Builders FirstSource, Inc. | Warburg Pincus Private Equity IX, L.P. | 10% owner | BUY | $3.14 | 22,671 | $71,187 | 24,613,907 |
| 2012-03-07 22:19 | 2012-03-05 | LOW | LOWES COMPANIES INC | DAMRON RICKY D | Officer | OPT+S | $28.03 | 12,666 | $355,027 | 48,029 |
| 2012-03-07 22:28 | 2012-03-05 | LOW | LOWES COMPANIES INC | BROWN MICHAEL K | Officer | OPT+S | $28.28 | 157,690 | $4,459,867 | 91,332 |
| 2012-03-07 00:36 | 2012-03-05 | BLDR | Builders FirstSource, Inc. | Tolly Morris E | Officer | SELL | $3.05 | 40,518 | $123,734 | 120,001 |
| 2012-03-07 03:03 | 2012-03-02 | BLDR | Builders FirstSource, Inc. | Graff Michael | Director | BUY | $3.12 | 43,705 | $136,351 | 24,591,236 |
| 2012-03-07 03:06 | 2012-03-02 | BLDR | Builders FirstSource, Inc. | BARR DAVID | Director | BUY | $3.12 | 43,705 | $136,351 | 24,591,236 |
| 2012-03-07 03:09 | 2012-03-02 | BLDR | Builders FirstSource, Inc. | Warburg Pincus Private Equity IX, L.P. | 10% owner | BUY | $3.12 | 43,705 | $136,351 | 24,591,236 |
| 2012-03-05 23:03 | 2012-03-02 | LOW | LOWES COMPANIES INC | KEENER GAITHER M JR | Officer | OPT+S | $28.47 | 59,790 | $1,701,988 | 63,583 |
| 2012-03-05 23:01 | 2012-03-02 | LOW | LOWES COMPANIES INC | Peace Nelson B | Officer | OPT+S | $28.49 | 46,425 | $1,322,446 | 0 |
| 2012-03-06 00:09 | 2012-03-02 | LOW | LOWES COMPANIES INC | MABRY JOSEPH MICHAEL JR | Officer | OPT+S | $28.52 | 143,233 | $4,084,676 | 90,419 |
| 2012-03-05 23:03 | 2012-03-02 | LOW | LOWES COMPANIES INC | DAMRON RICKY D | Officer | SELL | $28.32 | 8,061 | $228,291 | 48,029 |
| 2012-03-05 23:12 | 2012-03-02 | LOW | LOWES COMPANIES INC | GFELLER ROBERT J JR | Officer | OPT+S | $28.33 | 36,823 | $1,043,089 | 54,000 |
| 2012-03-02 01:59 | 2012-02-28 | BLDR | Builders FirstSource, Inc. | Graff Michael | Director | BUY | $3.11 | 100,106 | $310,939 | 24,547,531 |
| 2012-03-02 01:57 | 2012-02-28 | BLDR | Builders FirstSource, Inc. | BARR DAVID | Director | BUY | $3.11 | 100,106 | $310,939 | 24,547,531 |
| 2012-03-02 01:55 | 2012-02-28 | BLDR | Builders FirstSource, Inc. | Warburg Pincus Private Equity IX, L.P. | 10% owner | BUY | $3.11 | 100,106 | $310,939 | 24,547,531 |
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.