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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
2010-09-13 22:46 2010-09-09 BLDR Builders FirstSource, Inc. SHERMAN FLOYD F Director, Officer SELL $2.04 100,000 $203,850 310,905
2010-09-07 23:23 2010-09-03 LOW LOWES COMPANIES INC Peace Nelson B Officer SELL $22.25 3,236 $71,998 43,004
2010-08-31 23:54 2010-08-31 LOW LOWES COMPANIES INC BRIDGEFORD GREGORY M Officer SELL $20.53 8,000 $164,250 286,284
2010-08-24 23:44 2010-08-23 LOW LOWES COMPANIES INC HULL ROBERT F JR Officer SELL $20.50 20,265 $415,501 255,818
2010-08-20 00:15 2010-08-18 HD HOME DEPOT, INC. VERSCHUREN ANNETTE M Officer SELL $28.33 11,000 $311,630 240,324
2010-08-19 00:12 2010-08-18 LOW LOWES COMPANIES INC SLOAN O TEMPLE JR Director BUY $20.07 1,000 $20,070 1,280
2010-08-13 22:55 2010-08-11 BLDR Builders FirstSource, Inc. SHERMAN FLOYD F Director, Officer SELL $2.02 110,905 $223,673 410,905
2010-06-26 00:21 2010-06-24 HD HOME DEPOT, INC. BATCHELDER DAVID H Director SELL $29.73 23,140 $687,952 21,015,466
2010-06-24 01:08 2010-06-21 HD HOME DEPOT, INC. BATCHELDER DAVID H Director SELL $31.26 1,150,800 $35,973,087 21,038,606
2010-06-17 00:39 2010-06-14 HD HOME DEPOT, INC. BATCHELDER DAVID H Director SELL $32.17 4,077,204 $131,163,245 22,189,406
2010-06-04 23:07 2010-06-03 LOW LOWES COMPANIES INC KEENER GAITHER M JR Officer OPT+S $24.41 35,667 $870,607 119,946
2010-05-27 21:41 2010-05-26 LOW LOWES COMPANIES INC CROOM MARSHALL A Officer OPT+S $24.77 57,147 $1,415,463 83,960
2010-05-27 23:32 2010-05-27 LOW LOWES COMPANIES INC INGRAM ROBERT ALEXANDER Director OPT+S $24.68 8,000 $197,404 0
2010-05-14 00:00 2010-05-11 BLDR Builders FirstSource, Inc. SHERMAN FLOYD F Director, Officer SELL $3.99 50,000 $199,730 521,800
2010-03-20 00:42 2010-03-17 HD HOME DEPOT, INC. BATCHELDER DAVID H Director SELL $32.42 7,890,900 $255,855,331 26,266,610
2010-03-08 21:37 2010-03-04 LOW LOWES COMPANIES INC BROWN MICHAEL K Officer SELL $23.70 30,137 $714,247 170,573
2010-03-02 21:24 2010-02-26 LOW LOWES COMPANIES INC HUDSON DAWN E Director OPT+S $23.78 7,000 $166,460 1,000
2010-02-26 19:47 2010-02-25 LOW LOWES COMPANIES INC STONE STEVEN M Officer OPT+S $23.67 10,000 $236,710 121,833
2010-02-26 19:42 2010-02-25 LOW LOWES COMPANIES INC HULL ROBERT F JR Officer OPT+S $23.75 10,000 $237,500 267,787
2010-02-26 19:27 2010-02-24 LOW LOWES COMPANIES INC BRIDGEFORD GREGORY M Officer OPT+S $23.62 76,912 $1,816,323 288,167
2010-02-26 19:34 2010-02-25 LOW LOWES COMPANIES INC BROWNING PETER C Director OPT+S $23.69 8,000 $189,522 4,201
2010-02-25 02:12 2010-02-23 BLDR Builders FirstSource, Inc. SHERMAN FLOYD F Director, Officer SELL $2.96 70,000 $207,291 571,800
2009-12-21 21:42 2009-12-18 LOW LOWES COMPANIES INC Hollifield Matthew V Officer OPT+S $23.60 46,666 $1,101,481 66,178
2009-12-21 21:24 2009-12-17 LOW LOWES COMPANIES INC LOCHRIDGE RICHARD K Director OPT+S $23.75 8,000 $190,000 11,225
2009-12-17 18:38 2009-12-15 LOW LOWES COMPANIES INC STONE LARRY D Officer OPT+S $24.00 316,912 $7,604,303 380,840
2009-12-15 21:18 2009-12-11 LOW LOWES COMPANIES INC HULL ROBERT F JR Officer OPT+S $23.53 30 $710 267,787
2009-12-11 21:41 2009-12-09 LOW LOWES COMPANIES INC CANTER CHARLES W JR Officer OPT+S $22.62 55,092 $1,246,319 251,516
2009-12-09 19:16 2009-12-07 LOW LOWES COMPANIES INC CROOM MARSHALL A Officer OPT+S $22.82 10,468 $238,830 82,555
2009-12-07 21:08 2009-12-03 LOW LOWES COMPANIES INC STONE STEVEN M Officer OPT+S $22.54 60,180 $1,356,156 121,833
2009-12-03 00:16 2009-12-01 LOW LOWES COMPANIES INC BROWN MICHAEL K Officer OPT+S $22.40 5,088 $113,972 191,281
2009-11-25 18:27 2009-11-24 LOW LOWES COMPANIES INC Hollifield Matthew V Officer OPT+S $22.01 15,700 $345,571 65,605
2009-11-25 18:50 2009-11-24 LOW LOWES COMPANIES INC NIBLOCK ROBERT A Director, Officer OPT+S $22.02 292,912 $6,451,270 920,581
2009-11-24 20:31 2009-11-20 LOW LOWES COMPANIES INC Peace Nelson B Officer OPT+S $21.36 5,718 $122,145 42,830
2009-11-19 21:32 2009-11-18 LOW LOWES COMPANIES INC MABRY JOSEPH MICHAEL JR Officer SELL $21.65 34,639 $749,997 185,505
2009-11-14 01:57 2009-11-11 BLDR Builders FirstSource, Inc. SHERMAN FLOYD F Director, Officer SELL $3.85 50,000 $192,540 411,810
2009-09-10 17:38 2009-09-08 LOW LOWES COMPANIES INC KEENER GAITHER M JR Officer OPT+S $21.81 5,232 $114,103 107,208
2009-09-03 18:29 2009-09-02 LOW LOWES COMPANIES INC Peace Nelson B Officer SELL $20.70 14,364 $297,336 42,830
2009-06-15 16:22 2009-06-12 LOW LOWES COMPANIES INC BROWN MICHAEL K Officer SELL $19.60 3,000 $58,800 198,698
2009-06-03 20:43 2009-06-02 LOW LOWES COMPANIES INC Hollifield Matthew V Officer OPT+S $20.32 8,000 $162,542 67,877
2008-12-19 21:44 2008-12-18 LOW LOWES COMPANIES INC Peace Nelson B Officer OPT+S $23.22 8,871 $205,961 51,684
2008-12-06 00:43 2008-12-04 HD HOME DEPOT, INC. VERSCHUREN ANNETTE M Officer SELL $23.00 20,774 $477,802 245,335
2008-12-02 00:58 2008-11-26 HD HOME DEPOT, INC. VERSCHUREN ANNETTE M Officer SELL $23.00 20,774 $477,802 266,109
2008-09-09 23:32 2008-09-08 LOW LOWES COMPANIES INC NIBLOCK ROBERT A Director, Officer OPT+S $28.25 147,452 $4,165,666 689,702
2008-09-04 00:53 2008-08-29 HD HOME DEPOT, INC. McFarland Joseph III Officer SELL $27.36 881 $24,108 49,197
2008-08-29 16:44 2008-08-27 LOW LOWES COMPANIES INC Peace Nelson B Officer OPT+S $24.68 75,306 $1,858,763 53,269
2008-08-29 20:11 2008-08-27 LOW LOWES COMPANIES INC STONE LARRY D Officer OPT+S $24.78 369,452 $9,154,466 312,005
2008-08-29 20:01 2008-08-27 LOW LOWES COMPANIES INC NIBLOCK ROBERT A Director, Officer OPT+S $24.59 170,000 $4,181,031 689,702
2008-08-26 21:53 2008-08-22 LOW LOWES COMPANIES INC BROWN MICHAEL K Officer OPT+S $24.77 138,058 $3,419,006 145,721
2008-08-26 00:48 2008-08-22 LOW LOWES COMPANIES INC HULL ROBERT F JR Officer OPT+S $24.75 66,354 $1,642,262 215,733
2008-08-26 00:15 2008-08-22 LOW LOWES COMPANIES INC CANTER CHARLES W JR Officer OPT+S $24.76 120,000 $2,971,680 200,416
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.