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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
2019-05-28 23:30 2019-05-24 LOW LOWES COMPANIES INC WARDELL LISA W Director BUY $94.90 250 $23,725 523
2019-05-25 03:37 2019-05-23 BLDR Builders FirstSource, Inc. GRIFFIN ROBERT C Director SELL $15.08 11,133 $167,886 25,719
2019-05-25 03:48 2019-05-23 BLDR Builders FirstSource, Inc. CHRISTOPHE CLEVELAND A Director SELL $15.22 6,000 $91,320 25,739
2019-05-22 02:49 2019-05-17 BLDR Builders FirstSource, Inc. Jackson Peter M. Officer SELL $16.00 7,800 $124,800 57,424
2019-05-17 03:11 2019-05-07 BLDR Builders FirstSource, Inc. Rush David E Officer SELL $16.42 4,000 $65,680 45,237
2019-05-16 02:38 2019-05-13 BLDR Builders FirstSource, Inc. CROW M CHAD Director, Officer OPT+S $15.85 123,740 $1,960,809 334,496
2019-05-14 03:26 2019-05-10 BLDR Builders FirstSource, Inc. Steinke Craig Arthur Director SELL $16.31 87,987 $1,435,068 95,896
2019-05-11 02:45 2019-05-09 BLDR Builders FirstSource, Inc. MCALEENAN DONALD F Officer OPT+S $16.38 116,327 $1,905,436 278,181
2019-05-10 02:01 2019-05-07 BLDR Builders FirstSource, Inc. SHERMAN FLOYD F Director SELL $16.59 149,159 $2,474,548 152,809
2019-05-09 02:55 2019-05-06 FND Floor & Decor Holdings, Inc. West George Vincent Director OPT+S $42.69 564,871 $24,111,858 0
2019-04-26 23:01 2019-04-24 FND Floor & Decor Holdings, Inc. Laube Lisa Officer OPT+S $48.00 70,000 $3,360,000 71,087
2019-04-12 23:35 2019-04-10 FND Floor & Decor Holdings, Inc. AXELROD NORMAN Director OPT+S $45.00 100,000 $4,500,000 322,080
2019-04-04 01:59 2018-11-14 HD HOME DEPOT, INC. Menear Craig A Director, Officer OPT+S $180.42 117,327 $21,168,290 150,974
2019-03-27 23:36 2019-03-25 FND Floor & Decor Holdings, Inc. Christopherson David Victor Officer OPT+S $40.00 19,851 $794,040 10,545
2019-03-22 00:27 2019-03-19 JCTCF JEWETT CAMERON TRADING CO LTD Nasser Michael Charles Officer SELL $8.09 15,600 $126,167 356,844
2019-03-21 01:34 2019-03-18 JCTCF JEWETT CAMERON TRADING CO LTD BOONE DONALD M Director, 10% owner SELL $8.36 15,089 $126,203 1,256,488
2019-03-16 01:38 2019-03-13 JCTCF JEWETT CAMERON TRADING CO LTD BOONE DONALD M Director, 10% owner SELL $8.45 27,100 $229,071 1,271,577
2019-03-16 01:23 2019-03-13 JCTCF JEWETT CAMERON TRADING CO LTD Nasser Michael Charles Officer SELL $8.41 18,889 $158,834 372,444
2019-03-15 01:50 2019-03-12 HD HOME DEPOT, INC. Decker Edward P. Officer OPT+S $182.93 23,744 $4,343,490 63,069
2019-03-12 23:41 2019-03-08 JCTCF JEWETT CAMERON TRADING CO LTD Nasser Michael Charles Officer SELL $8.43 100 $843 391,333
2019-03-09 01:45 2019-03-06 JCTCF JEWETT CAMERON TRADING CO LTD Nasser Michael Charles Officer SELL $8.08 7,600 $61,441 391,433
2019-03-08 00:35 2019-03-05 HD HOME DEPOT, INC. Carey Matt Officer OPT+S $184.49 37,200 $6,863,028 59,805
2019-03-06 03:14 2019-03-01 HD HOME DEPOT, INC. Decker Edward P. Officer OPT+S $185.36 23,745 $4,401,373 63,069
2019-03-06 03:16 2019-03-05 HD HOME DEPOT, INC. Campbell Ann Marie Officer SELL $184.67 5,450 $1,006,452 51,030
2019-03-05 01:09 2019-02-28 FND Floor & Decor Holdings, Inc. FS Equity Partners VI, L.P. 10% owner SELL $37.50 3,236,599 $121,372,463 9,415,856
2019-03-05 01:09 2019-02-28 FND Floor & Decor Holdings, Inc. Lang Trevor Officer OPT+S $37.50 15,000 $562,500 138,669
2019-03-05 01:09 2019-02-28 FND Floor & Decor Holdings, Inc. AXELROD NORMAN Director OPT+S $37.50 75,000 $2,812,500 5,128
2019-03-05 01:10 2019-02-28 FND Floor & Decor Holdings, Inc. ARES CORPORATE OPPORTUNITIES FUND III LP 10% owner SELL $37.50 6,673,401 $250,252,538 19,414,134
2019-03-02 00:43 2019-02-28 HD HOME DEPOT, INC. HOLIFIELD MARK Officer SELL $183.60 12,000 $2,203,200 23,253
2019-03-02 01:03 2019-02-27 FND Floor & Decor Holdings, Inc. THORNTON FELICIA D Director BUY $37.82 2,600 $98,332 7,728
2019-02-16 00:06 2019-02-13 FND Floor & Decor Holdings, Inc. West George Vincent Director OPT+S $35.00 30,000 $1,050,000 0
2019-02-05 04:00 2019-01-31 FND Floor & Decor Holdings, Inc. West George Vincent Director OPT+S $34.00 25,000 $850,000 0
2019-01-30 01:27 2019-01-25 FND Floor & Decor Holdings, Inc. West George Vincent Director OPT+S $33.01 20,000 $660,200 0
2018-12-21 00:54 2018-12-18 JCTCF JEWETT CAMERON TRADING CO LTD Nasser Michael Charles Officer SELL $8.18 15,600 $127,530 399,033
2018-12-19 03:42 2018-12-14 BLDR Builders FirstSource, Inc. MILGRIM BRETT N Director SELL $11.18 17,676 $197,618 49,399
2018-12-13 02:32 2018-12-10 BLDR Builders FirstSource, Inc. Rush David E Officer BUY $11.73 4,000 $46,920 30,390
2018-12-12 02:31 2018-12-07 HD HOME DEPOT, INC. Roseborough Teresa Wynn Officer OPT+S $177.45 7,203 $1,278,172 15,906
2018-12-11 01:27 2018-12-06 FND Floor & Decor Holdings, Inc. West George Vincent Director OPT+S $31.12 140,000 $4,356,254 0
2018-12-01 02:07 2018-11-28 HD HOME DEPOT, INC. Campbell Ann Marie Officer OPT+S $172.64 13,457 $2,323,250 5,295
2018-11-27 16:06 2018-11-23 LOW LOWES COMPANIES INC ROGERS BRIAN C Director BUY $88.02 10,000 $880,200 10,000
2018-11-21 19:46 2018-11-21 HD HOME DEPOT, INC. Hewett Wayne M. Director BUY $169.62 250 $42,405 1,650
2018-11-21 19:45 2018-11-20 HD HOME DEPOT, INC. Kadre Manuel Director BUY $169.33 1,000 $169,330 3,000
2018-11-21 19:44 2018-11-19 HD HOME DEPOT, INC. VADON MARK C Director BUY $174.27 11,500 $2,004,105 11,500
2018-11-17 01:41 2018-11-14 HD HOME DEPOT, INC. Kadre Manuel Director BUY $177.48 2,000 $354,960 2,000
2018-11-17 01:45 2018-11-14 HD HOME DEPOT, INC. Menear Craig A Director, Officer OPT+S $180.42 117,327 $21,168,290 147,643
2018-11-09 02:51 2018-11-06 BLDR Builders FirstSource, Inc. SHERMAN FLOYD F Director OPT+S $13.78 196,512 $2,707,582 281,834
2018-09-20 14:55 2018-09-18 LOW LOWES COMPANIES INC CROOM MARSHALL A Officer OPT+S $114.61 15,735 $1,803,436 47,364
2018-09-18 23:36 2018-09-14 FND Floor & Decor Holdings, Inc. FS Equity Partners VI, L.P. 10% owner SELL $37.00 3,755,892 $138,968,004 12,652,455
2018-09-18 23:33 2018-09-14 FND Floor & Decor Holdings, Inc. ARES CORPORATE OPPORTUNITIES FUND III LP 10% owner SELL $37.00 7,744,108 $286,531,996 26,087,535
2018-09-12 23:36 2018-09-10 JCTCF JEWETT CAMERON TRADING CO LTD BOONE DONALD M Director, 10% owner SELL $8.30 2,100 $17,440 1,316,677
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.