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Sector Analysis

Retail-Variety Stores

Standard Industrial Classification: SIC 5331

Industry Insider Sentiment Analysis

The Retail-Variety Stores sector (SIC 5331) 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
2024-01-11 00:25 2024-01-09 COST COSTCO WHOLESALE CORP /NEW Hines Daniel M. SELL $662.30 1,400 $927,220 13,922
2024-01-05 00:35 2024-01-02 OLLI Ollie's Bargain Outlet Holdings, Inc. SWYGERT JOHN W Director, Officer SELL $75.23 2,342 $176,189 48,200
2024-01-05 02:04 2024-01-02 WMT Walmart Inc. Rainey John D Officer SELL $158.80 1,000 $158,797 165,735
2024-01-03 00:09 2023-12-28 COST COSTCO WHOLESALE CORP /NEW Hines Daniel M. SELL $662.81 1,400 $927,934 15,322
2023-12-30 01:44 2023-12-28 WMT Walmart Inc. WALTON S ROBSON Director, 10% owner SELL $157.73 2,945,518 $464,590,663 227,622,943
2023-12-30 01:38 2023-12-28 WMT Walmart Inc. WALTON JIM C 10% owner SELL $157.73 2,945,518 $464,590,663 227,622,943
2023-12-30 01:21 2023-12-28 WMT Walmart Inc. McMillon C Douglas Director, Officer SELL $157.74 9,708 $1,531,340 1,432,391
2023-12-30 01:17 2023-12-27 WMT Walmart Inc. Furner John R. Officer SELL $156.31 4,375 $683,856 255,995
2023-12-30 01:41 2023-12-28 WMT Walmart Inc. WALTON ALICE L 10% owner SELL $157.73 2,945,518 $464,590,663 227,622,943
2023-12-22 01:24 2023-12-20 DLTR DOLLAR TREE, INC. Mantle Ridge LP BUY $134.37 738,862 $99,281,847 12,104,493
2023-12-21 01:37 2023-12-19 COST COSTCO WHOLESALE CORP /NEW GALANTI RICHARD A Director, Officer SELL $680.21 1,112 $756,248 24,300
2023-12-21 03:16 2023-12-18 WMT Walmart Inc. WALTON JIM C 10% owner SELL $155.02 502,779 $77,941,354 230,593,461
2023-12-21 03:12 2023-12-18 WMT Walmart Inc. WALTON S ROBSON Director, 10% owner SELL $155.02 502,779 $77,941,354 230,593,461
2023-12-21 03:14 2023-12-18 WMT Walmart Inc. WALTON ALICE L 10% owner SELL $155.02 502,779 $77,941,354 230,593,461
2023-12-16 00:30 2023-12-13 OLLI Ollie's Bargain Outlet Holdings, Inc. Helm Robert F Officer OPT+S $73.23 2,952 $216,175 1,108
2023-12-15 00:34 2023-12-12 BJ BJ's Wholesale Club Holdings, Inc. McGrail Joseph Officer SELL $65.87 1,000 $65,870 10,464
2023-12-09 01:35 2023-12-06 WMT Walmart Inc. WALTON S ROBSON Director, 10% owner SELL $155.80 221 $34,432 231,379,740
2023-12-09 01:32 2023-12-06 WMT Walmart Inc. WALTON JIM C 10% owner SELL $155.80 221 $34,432 231,379,740
2023-12-09 01:29 2023-12-06 WMT Walmart Inc. WALTON ALICE L 10% owner SELL $155.80 221 $34,432 231,379,740
2023-12-06 00:47 2023-12-01 WMT Walmart Inc. Rainey John D Officer SELL $154.06 1,000 $154,056 166,735
2023-11-30 00:39 2023-11-28 TGT TARGET CORP ZABEL MATTHEW L Officer SELL $131.33 4,000 $525,320 16,486
2023-11-30 01:58 2023-11-27 WMT Walmart Inc. WALTON JIM C 10% owner SELL $156.43 766,600 $119,921,768 231,514,961
2023-11-30 01:52 2023-11-27 WMT Walmart Inc. WALTON S ROBSON Director, 10% owner SELL $156.43 766,600 $119,921,768 231,514,961
2023-11-30 01:55 2023-11-27 WMT Walmart Inc. WALTON ALICE L 10% owner SELL $156.43 766,600 $119,921,768 231,514,961
2023-11-28 00:36 2023-11-22 TGT TARGET CORP HENNINGTON CHRISTINA Officer SELL $130.55 4,000 $522,195 38,451
2023-11-25 02:28 2023-11-22 WMT Walmart Inc. WALTON S ROBSON Director, 10% owner SELL $155.27 752,794 $116,886,475 232,341,561
2023-11-25 02:24 2023-11-22 WMT Walmart Inc. WALTON JIM C 10% owner SELL $155.27 752,794 $116,886,475 232,341,561
2023-11-24 21:46 2023-11-22 WMT Walmart Inc. Furner John R. Officer SELL $155.47 4,375 $680,181 260,369
2023-11-24 21:42 2023-11-22 WMT Walmart Inc. McMillon C Douglas Director, Officer SELL $154.91 9,708 $1,503,866 1,442,099
2023-11-25 02:26 2023-11-22 WMT Walmart Inc. WALTON ALICE L 10% owner SELL $155.27 752,794 $116,886,475 232,341,561
2023-11-22 02:32 2023-11-17 WMT Walmart Inc. WALTON JIM C 10% owner SELL $156.04 1,408,606 $219,802,543 233,094,355
2023-11-22 02:25 2023-11-17 WMT Walmart Inc. WALTON S ROBSON Director, 10% owner SELL $156.04 1,408,606 $219,802,543 233,094,355
2023-11-22 00:44 2023-11-17 WMT Walmart Inc. Brand Rachel L Officer SELL $156.04 16,840 $2,627,634 166,250
2023-11-22 02:28 2023-11-17 WMT Walmart Inc. WALTON ALICE L 10% owner SELL $156.04 1,408,606 $219,802,543 233,094,355
2023-11-18 02:26 2023-11-16 TGT TARGET CORP LIU DON H Officer SELL $130.00 16,000 $2,080,000 48,882
2023-11-14 00:31 2023-11-08 COST COSTCO WHOLESALE CORP /NEW GALANTI RICHARD A Director, Officer SELL $566.09 2,000 $1,132,178 25,412
2023-11-09 20:28 2023-11-08 PSMT PRICESMART INC ZURCHER EDGAR Director SELL $67.04 2,236 $149,901 7,932
2023-11-09 00:12 2023-11-07 COST COSTCO WHOLESALE CORP /NEW Riel Pierre Officer SELL $571.12 3,000 $1,713,345 7,422
2023-11-07 01:41 2023-11-03 COST COSTCO WHOLESALE CORP /NEW Miller Russell D Officer SELL $557.75 4,500 $2,509,864 10,785
2023-11-04 00:41 2023-11-01 WMT Walmart Inc. Rainey John D Officer SELL $164.37 1,000 $164,371 167,735
2023-10-28 00:47 2023-10-25 WMT Walmart Inc. Furner John R. Officer SELL $163.16 4,375 $713,825 264,744
2023-10-28 00:45 2023-10-26 WMT Walmart Inc. McMillon C Douglas Director, Officer SELL $162.99 9,708 $1,582,297 1,451,801
2023-10-25 00:59 2023-10-23 COST COSTCO WHOLESALE CORP /NEW Adamo Claudine Officer SELL $548.92 2,565 $1,407,980 8,128
2023-10-18 23:12 2023-10-16 BJ BJ's Wholesale Club Holdings, Inc. Desroches Jeff Officer SELL $68.88 33,934 $2,337,496 80,882
2023-10-12 23:28 2023-10-11 COST COSTCO WHOLESALE CORP /NEW Klauer James C Officer SELL $562.01 1,500 $843,017 45,134
2023-10-12 23:38 2023-10-10 BJ BJ's Wholesale Club Holdings, Inc. Felice Laura L. Officer OPT+S $70.54 46,586 $3,286,107 70,340
2023-10-12 23:26 2023-10-10 COST COSTCO WHOLESALE CORP /NEW GALANTI RICHARD A Director, Officer SELL $565.57 2,000 $1,131,131 28,138
2023-10-12 00:53 2023-10-11 DLTR DOLLAR TREE, INC. Aflatooni Robert Officer SELL $107.03 1,259 $134,754 7,157
2023-10-12 00:26 2023-10-06 COST COSTCO WHOLESALE CORP /NEW Frates Caton Officer SELL $562.64 1,200 $675,170 8,363
2023-10-12 00:30 2023-10-09 COST COSTCO WHOLESALE CORP /NEW Callans Patrick J Officer SELL $553.76 2,500 $1,384,400 67,934
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Retail-Variety Stores sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (5331) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Retail-Variety Stores

Every transaction in the Retail-Variety Stores 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.