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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 2018-09-11 00:49 | 2018-09-06 | JCTCF | JEWETT CAMERON TRADING CO LTD | BOONE DONALD M | Director, 10% owner | SELL | $8.50 | 5,700 | $48,460 | 1,318,777 |
| 2018-09-08 02:25 | 2018-09-06 | BLDR | Builders FirstSource, Inc. | LEVY PAUL S | Director | BUY | $15.98 | 100,000 | $1,598,000 | 1,117,984 |
| 2018-09-07 01:01 | 2018-09-04 | JCTCF | JEWETT CAMERON TRADING CO LTD | BOONE DONALD M | Director, 10% owner | SELL | $8.59 | 3,097 | $26,600 | 1,324,477 |
| 2018-09-05 01:19 | 2018-08-31 | BLDR | Builders FirstSource, Inc. | BARR DAVID | Director | BUY | $15.63 | 60,000 | $937,800 | 79,496 |
| 2018-08-28 14:32 | 2018-08-24 | LOW | LOWES COMPANIES INC | WARDELL LISA W | Director | BUY | $107.72 | 273 | $29,407 | 273 |
| 2018-08-23 00:53 | 2018-08-22 | HD | HOME DEPOT, INC. | Lennie William G. | Officer | OPT+S | $201.64 | 10,854 | $2,188,601 | 38,788 |
| 2018-08-21 01:03 | 2018-08-16 | HD | HOME DEPOT, INC. | Carey Matt | Officer | SELL | $195.43 | 4,125 | $806,149 | 55,377 |
| 2018-08-21 01:00 | 2018-08-16 | HD | HOME DEPOT, INC. | Campbell Ann Marie | Officer | OPT+S | $195.01 | 19,512 | $3,805,035 | 54,740 |
| 2018-08-15 00:24 | 2018-08-10 | BLDR | Builders FirstSource, Inc. | GRIFFIN ROBERT C | Director | SELL | $17.15 | 16,756 | $287,365 | 30,104 |
| 2018-08-15 00:40 | 2018-08-14 | BLDR | Builders FirstSource, Inc. | CHRISTOPHE CLEVELAND A | Director | SELL | $16.07 | 30,000 | $482,100 | 24,991 |
| 2018-08-10 00:40 | 2018-08-07 | JCTCF | JEWETT CAMERON TRADING CO LTD | BOONE DONALD M | Director, 10% owner | SELL | $8.00 | 99 | $792 | 1,327,574 |
| 2018-08-08 00:07 | 2018-08-03 | JCTCF | JEWETT CAMERON TRADING CO LTD | BOONE DONALD M | Director, 10% owner | SELL | $8.00 | 200 | $1,600 | 1,327,673 |
| 2018-08-04 00:57 | 2018-08-01 | JCTCF | JEWETT CAMERON TRADING CO LTD | BOONE DONALD M | Director, 10% owner | SELL | $8.18 | 11,471 | $93,851 | 1,327,873 |
| 2018-07-28 00:35 | 2018-07-26 | JCTCF | JEWETT CAMERON TRADING CO LTD | BOONE DONALD M | Director, 10% owner | SELL | $8.05 | 13,600 | $109,480 | 1,339,344 |
| 2018-07-28 00:16 | 2018-07-25 | JCTCF | JEWETT CAMERON TRADING CO LTD | Nasser Michael Charles | Officer, 10% owner | SELL | $7.97 | 43,467 | $346,284 | 414,633 |
| 2018-07-23 23:14 | 2018-07-19 | JCTCF | JEWETT CAMERON TRADING CO LTD | Nasser Michael Charles | Officer, 10% owner | SELL | $7.95 | 1,100 | $8,750 | 458,100 |
| 2018-06-29 01:15 | 2018-06-26 | FND | Floor & Decor Holdings, Inc. | Robbins Brian K | Officer | OPT+S | $50.00 | 17,044 | $852,200 | 3,560 |
| 2018-06-20 23:53 | 2018-06-18 | FND | Floor & Decor Holdings, Inc. | West George Vincent | Director | OPT+S | $54.42 | 240,000 | $13,060,104 | 0 |
| 2018-06-20 23:51 | 2018-06-18 | FND | Floor & Decor Holdings, Inc. | Laube Lisa | Officer | OPT+S | $54.54 | 60,000 | $3,272,598 | 81,987 |
| 2018-06-20 23:50 | 2018-06-18 | FND | Floor & Decor Holdings, Inc. | TAYLOR THOMAS V | Director, Officer | OPT+S | $55.03 | 36,525 | $2,009,971 | 23,148 |
| 2018-06-14 23:00 | 2018-06-13 | BLDR | Builders FirstSource, Inc. | SHERMAN FLOYD F | Director | SELL | $20.21 | 50,000 | $1,010,500 | 431,834 |
| 2018-06-12 15:15 | 2018-06-08 | LOW | LOWES COMPANIES INC | Hollifield Matthew V | Officer | OPT+S | $99.56 | 12,362 | $1,230,809 | 27,033 |
| 2018-06-06 23:17 | 2018-06-04 | JCTCF | JEWETT CAMERON TRADING CO LTD | BOONE DONALD M | Director, 10% owner | SELL | $7.53 | 12,899 | $97,097 | 1,352,944 |
| 2018-06-06 00:03 | 2018-06-01 | HD | HOME DEPOT, INC. | Linnartz Stephanie | Director | BUY | $187.57 | 1,000 | $187,570 | 1,030 |
| 2018-06-05 00:35 | 2018-05-31 | JCTCF | JEWETT CAMERON TRADING CO LTD | BOONE DONALD M | Director, 10% owner | SELL | $7.89 | 4,401 | $34,719 | 1,365,843 |
| 2018-06-02 01:05 | 2018-05-31 | BLDR | Builders FirstSource, Inc. | MILGRIM BRETT N | Director | SELL | $19.57 | 34,930 | $683,580 | 60,265 |
| 2018-06-01 02:28 | 2018-05-29 | JCTCF | JEWETT CAMERON TRADING CO LTD | BOONE DONALD M | Director, 10% owner | SELL | $8.50 | 1,900 | $16,141 | 1,370,244 |
| 2018-05-31 13:04 | 2018-05-29 | FND | Floor & Decor Holdings, Inc. | FS Equity Partners VI, L.P. | 10% owner | SELL | $44.77 | 3,265,993 | $146,218,507 | 16,408,347 |
| 2018-05-31 13:03 | 2018-05-29 | FND | Floor & Decor Holdings, Inc. | ARES CORPORATE OPPORTUNITIES FUND III LP | 10% owner | SELL | $44.77 | 6,734,007 | $301,481,493 | 33,831,643 |
| 2018-05-22 01:36 | 2018-05-17 | HD | HOME DEPOT, INC. | Lennie William G. | Officer | SELL | $186.25 | 9,000 | $1,676,250 | 41,609 |
| 2018-05-22 01:37 | 2018-05-17 | HD | HOME DEPOT, INC. | Roseborough Teresa Wynn | Officer | OPT+S | $185.19 | 17,310 | $3,205,639 | 24,343 |
| 2018-05-18 02:18 | 2018-05-16 | HD | HOME DEPOT, INC. | Decker Edward P. | Officer | OPT+S | $186.25 | 33,200 | $6,183,560 | 58,787 |
| 2018-05-18 02:19 | 2018-05-16 | HD | HOME DEPOT, INC. | HOLIFIELD MARK | Officer | OPT+S | $186.84 | 45,549 | $8,510,375 | 31,640 |
| 2018-04-25 02:40 | 2018-04-20 | JCTCF | JEWETT CAMERON TRADING CO LTD | BOONE DONALD M | Director, 10% owner | SELL | $15.00 | 100 | $1,500 | 686,072 |
| 2018-04-20 02:05 | 2018-04-17 | JCTCF | JEWETT CAMERON TRADING CO LTD | BOONE DONALD M | Director, 10% owner | SELL | $15.00 | 12,644 | $189,660 | 686,172 |
| 2018-04-07 01:47 | 2018-04-06 | FND | Floor & Decor Holdings, Inc. | West George Vincent | Director | SELL | $55.89 | 210,000 | $11,736,816 | 1,037,305 |
| 2018-04-07 01:46 | 2018-04-05 | FND | Floor & Decor Holdings, Inc. | Christopherson David Victor | Officer | OPT+S | $57.30 | 8,817 | $505,173 | 10,545 |
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.