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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-12-20 01:06 | 2025-12-19 | WMT | Walmart Inc. | McLay Kathryn J. | Officer | SELL | $115.21 | 4,000 | $460,840 | 1,031,455 |
| 2025-12-20 01:05 | 2025-12-18 | WMT | Walmart Inc. | Furner John R. | Officer | SELL | $114.91 | 13,125 | $1,508,202 | 733,841 |
| 2025-12-20 02:04 | 2025-12-19 | WMT | Walmart Inc. | Walton Family Holdings Trust | 10% owner | SELL | $114.26 | 872,000 | $99,638,208 | 525,964,456 |
| 2025-12-18 00:38 | 2025-12-16 | DG | DOLLAR GENERAL CORP | West Roderick J | Officer | OPT+S | $133.35 | 2,282 | $304,316 | 36,108 |
| 2025-12-18 00:27 | 2025-12-16 | DG | DOLLAR GENERAL CORP | TAYLOR RHONDA | Officer | SELL | $134.89 | 7,500 | $1,011,677 | 73,492 |
| 2025-12-18 02:43 | 2025-12-15 | FIVE | FIVE BELOW, INC | BARCLAY KATHLEEN S | Director | SELL | $182.03 | 2,200 | $400,466 | 9,214 |
| 2025-12-18 01:57 | 2025-12-15 | WMT | Walmart Inc. | Bartlett Daniel J | Officer | SELL | $117.00 | 1,425 | $166,725 | 641,363 |
| 2025-12-18 02:01 | 2025-12-16 | WMT | Walmart Inc. | Walton Family Holdings Trust | 10% owner | SELL | $115.31 | 261,000 | $30,095,075 | 527,359,456 |
| 2025-12-17 02:29 | 2025-12-12 | FIVE | FIVE BELOW, INC | Hill George | Officer | SELL | $182.09 | 7,500 | $1,365,656 | 32,913 |
| 2025-12-16 01:35 | 2025-12-12 | DG | DOLLAR GENERAL CORP | ELLIOTT ANITA C | Officer | OPT+S | $132.52 | 2,516 | $333,424 | 29,344 |
| 2025-12-16 00:27 | 2025-12-11 | FIVE | FIVE BELOW, INC | DEVINE MICHAEL F III | Director | SELL | $181.84 | 6,000 | $1,091,040 | 15,540 |
| 2025-12-13 01:31 | 2025-12-10 | DG | DOLLAR GENERAL CORP | Herrmann Tracey N | Officer | OPT+S | $126.82 | 17,433 | $2,210,921 | 26,098 |
| 2025-12-13 01:16 | 2025-12-11 | DG | DOLLAR GENERAL CORP | Wenkoff Carman R | Officer | SELL | $132.01 | 19,166 | $2,530,014 | 43,179 |
| 2025-12-11 01:40 | 2025-12-08 | DLTR | DOLLAR TREE, INC. | Beebe Brent A. | Officer | SELL | $124.65 | 2,200 | $274,230 | 13,740 |
| 2025-12-10 20:17 | 2025-12-08 | DG | DOLLAR GENERAL CORP | REARDON KATHLEEN A | Officer | SELL | $126.97 | 4,395 | $558,028 | 37,251 |
| 2025-12-10 02:20 | 2025-12-05 | BJ | BJ's Wholesale Club Holdings, Inc. | Werner William C. | Officer | SELL | $91.09 | 7,000 | $637,630 | 50,498 |
| 2025-12-10 03:11 | 2025-12-05 | FIVE | FIVE BELOW, INC | Gellerman Maureen Marie | Officer | SELL | $174.38 | 544 | $94,863 | 12,163 |
| 2025-12-10 03:10 | 2025-12-05 | FIVE | FIVE BELOW, INC | BULL KENNETH R | Officer | SELL | $174.75 | 25,000 | $4,368,768 | 106,140 |
| 2025-12-03 01:18 | 2025-12-01 | WMT | Walmart Inc. | Rainey John D | Officer | SELL | $111.23 | 2,200 | $244,706 | 617,318 |
| 2025-12-03 01:17 | 2025-11-28 | WMT | Walmart Inc. | McMillon C Douglas | Officer | SELL | $109.57 | 19,416 | $2,127,330 | 4,334,747 |
| 2025-11-27 00:45 | 2025-11-25 | WMT | Walmart Inc. | Chojnowski David | Officer | SELL | $106.65 | 7,000 | $746,550 | 136,289 |
| 2025-11-26 00:42 | 2025-11-21 | WMT | Walmart Inc. | Walton Family Holdings Trust | 10% owner | SELL | $105.96 | 4,145,744 | $439,271,841 | 530,951,456 |
| 2025-11-25 02:08 | 2025-11-20 | WMT | Walmart Inc. | Furner John R. | Officer | SELL | $104.75 | 13,125 | $1,374,908 | 879,815 |
| 2025-11-22 01:28 | 2025-11-19 | WMT | Walmart Inc. | McLay Kathryn J. | Officer | SELL | $101.63 | 4,000 | $406,520 | 1,040,455 |
| 2025-11-20 01:53 | 2025-11-17 | WMT | Walmart Inc. | Bartlett Daniel J | Officer | SELL | $102.58 | 1,630 | $167,205 | 642,788 |
| 2025-11-18 21:23 | 2025-11-07 | PSMT | PRICESMART INC | Hanson Gordon H. | Director | SELL | $117.44 | 851 | $99,941 | 7,653 |
| 2025-11-18 01:26 | 2025-11-14 | PSMT | PRICESMART INC | Kovaleski Paul | Officer | SELL | $114.55 | 1,305 | $149,488 | 43,109 |
| 2025-11-13 01:45 | 2025-11-07 | COST | COSTCO WHOLESALE CORP /NEW | Wilcox William Richard | Officer | SELL | $930.13 | 2,400 | $2,232,312 | 2,000 |
| 2025-11-06 23:45 | 2025-11-04 | PSMT | PRICESMART INC | HILDEBRANDT JOHN D | Officer | SELL | $115.10 | 10,000 | $1,151,000 | 115,615 |
| 2025-11-06 00:18 | 2025-11-03 | BJ | BJ's Wholesale Club Holdings, Inc. | Eddy Robert W. | Director, Officer | SELL | $89.71 | 17,898 | $1,605,596 | 296,735 |
| 2025-11-05 01:48 | 2025-11-03 | WMT | Walmart Inc. | Rainey John D | Officer | SELL | $101.18 | 2,200 | $222,602 | 619,518 |
| 2025-10-27 23:45 | 2025-10-23 | OLLI | Ollie's Bargain Outlet Holdings, Inc. | Helm Robert F | Officer | SELL | $120.08 | 367 | $44,069 | 3,641 |
| 2025-10-25 02:50 | 2025-10-24 | COST | COSTCO WHOLESALE CORP /NEW | Barbre Tiffany Marie | SELL | $934.62 | 1,239 | $1,158,353 | 5,155 | |
| 2025-10-25 02:12 | 2025-10-24 | COST | COSTCO WHOLESALE CORP /NEW | Adamo Claudine | Officer | SELL | $935.68 | 2,700 | $2,526,336 | 6,851 |
| 2025-10-24 23:26 | 2025-10-23 | WMT | Walmart Inc. | McMillon C Douglas | Officer | SELL | $107.18 | 19,416 | $2,080,951 | 4,354,162 |
| 2025-10-22 23:42 | 2025-10-20 | WMT | Walmart Inc. | McLay Kathryn J. | Officer | SELL | $107.75 | 4,000 | $431,000 | 1,044,455 |
| 2025-10-21 16:02 | 2025-10-17 | DLTR | DOLLAR TREE, INC. | Aflatooni Robert | Officer | SELL | $94.71 | 1,260 | $119,328 | 21,402 |
| 2025-10-22 00:09 | 2025-10-20 | OLLI | Ollie's Bargain Outlet Holdings, Inc. | Comitale James J | Officer | OPT+S | $125.75 | 1,775 | $223,206 | 2,898 |
| 2025-10-22 00:09 | 2025-10-17 | OLLI | Ollie's Bargain Outlet Holdings, Inc. | Helm Robert F | Officer | OPT+S | $122.92 | 1,493 | $183,520 | 4,008 |
| 2025-10-17 23:21 | 2025-10-16 | WMT | Walmart Inc. | Furner John R. | Officer | SELL | $107.78 | 13,125 | $1,414,593 | 892,940 |
| 2025-10-17 23:19 | 2025-10-15 | WMT | Walmart Inc. | Bartlett Daniel J | Officer | SELL | $107.46 | 1,550 | $166,563 | 644,418 |
| 2025-10-15 23:45 | 2025-10-13 | OLLI | Ollie's Bargain Outlet Holdings, Inc. | Kraus Larry | Officer | OPT+S | $130.31 | 8,921 | $1,162,504 | 3,679 |
| 2025-10-09 00:00 | 2025-10-06 | OLLI | Ollie's Bargain Outlet Holdings, Inc. | Kraus Larry | Officer | OPT+S | $131.46 | 3,159 | $415,287 | 3,679 |
| 2025-10-08 19:58 | 2025-10-06 | PSMT | PRICESMART INC | Velasco Francisco | Officer | SELL | $122.82 | 550 | $67,551 | 80,548 |
| 2025-10-03 23:14 | 2025-10-01 | BJ | BJ's Wholesale Club Holdings, Inc. | Eddy Robert W. | Director, Officer | SELL | $90.87 | 17,900 | $1,626,627 | 314,633 |
| 2025-10-03 00:06 | 2025-10-01 | WMT | Walmart Inc. | Rainey John D | Officer | SELL | $101.33 | 2,200 | $222,933 | 621,718 |
| 2025-10-02 00:00 | 2025-09-29 | COST | COSTCO WHOLESALE CORP /NEW | Miller Russell D | Officer | SELL | $915.00 | 3,381 | $3,093,615 | 9,740 |
| 2025-09-30 23:54 | 2025-09-29 | COST | COSTCO WHOLESALE CORP /NEW | Frates Caton | Officer | SELL | $910.02 | 1,540 | $1,401,431 | 9,284 |
| 2025-09-30 23:50 | 2025-09-29 | OLLI | Ollie's Bargain Outlet Holdings, Inc. | van der Valk Eric | Director, Officer | OPT+S | $132.27 | 4,000 | $529,080 | 7,761 |
| 2025-09-26 23:11 | 2025-09-25 | WMT | Walmart Inc. | McMillon C Douglas | Officer | SELL | $103.21 | 19,416 | $2,003,987 | 4,373,576 |
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.