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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
2025-06-16 19:38 2025-06-12 DG DOLLAR GENERAL CORP REARDON KATHLEEN A Officer OPT+S $111.56 6,438 $718,229 41,646
2025-06-12 23:20 2025-06-10 TGT TARGET CORP LIEGEL MATTHEW A Officer SELL $100.90 2,044 $206,245 11,064
2025-06-12 23:23 2025-06-10 FIVE FIVE BELOW, INC Masciantonio Ronald James Officer SELL $123.40 658 $81,197 12,000
2025-06-10 23:52 2025-06-09 COST COSTCO WHOLESALE CORP /NEW Callans Patrick J Officer SELL $1,002.77 3,000 $3,008,298 58,543
2025-06-09 23:21 2025-06-06 COST COSTCO WHOLESALE CORP /NEW Riel Pierre Officer SELL $1,014.15 2,000 $2,028,294 8,210
2025-06-10 00:36 2025-06-06 DLTR DOLLAR TREE, INC. McNeely Richard L Officer SELL $94.62 21,026 $1,989,480 50,419
2025-06-09 23:14 2025-06-05 FIVE FIVE BELOW, INC Hill George Officer SELL $132.93 4,500 $598,200 44,130
2025-06-05 23:17 2025-06-03 BJ BJ's Wholesale Club Holdings, Inc. Steele Robert Allan Director SELL $112.21 9,815 $1,101,341 14,536
2025-06-04 23:36 2025-06-02 BJ BJ's Wholesale Club Holdings, Inc. Eddy Robert W. Director, Officer SELL $111.98 17,900 $2,004,519 386,233
2025-06-05 02:33 2025-06-02 WMT Walmart Inc. Walton Family Holdings Trust 10% owner SELL $98.85 1,016,000 $100,432,413 563,006,458
2025-06-05 01:05 2025-06-02 WMT Walmart Inc. Rainey John D Officer SELL $99.00 2,200 $217,800 630,518
2025-05-31 00:01 2025-05-28 TGT TARGET CORP Cornell Brian C Director, Officer SELL $96.18 45,000 $4,327,974 246,453
2025-05-29 23:21 2025-05-27 BJ BJ's Wholesale Club Holdings, Inc. Ortega Steven L Director BUY $114.60 1,740 $199,404 8,641
2025-05-30 01:21 2025-05-27 WMT Walmart Inc. Walton Family Holdings Trust 10% owner SELL $97.30 4,808,020 $467,808,326 564,022,458
2025-05-24 00:27 2025-05-22 WMT Walmart Inc. McMillon C Douglas Director, Officer SELL $96.58 29,148 $2,815,140 4,451,199
2025-05-24 00:22 2025-05-21 WMT Walmart Inc. Walton Family Holdings Trust 10% owner SELL $96.41 2,582,035 $248,940,191 571,739,478
2025-05-22 01:48 2025-05-19 WMT Walmart Inc. McLay Kathryn J. Officer SELL $96.97 32,000 $3,103,002 1,064,455
2025-05-21 00:41 2025-05-16 WMT Walmart Inc. Walton Family Holdings Trust 10% owner SELL $97.95 7,563,945 $740,914,887 574,366,513
2025-05-20 02:51 2025-05-15 WMT Walmart Inc. Bartlett Daniel J Officer SELL $93.77 1,778 $166,721 652,737
2025-05-16 17:04 2025-05-15 PSMT PRICESMART INC FISHER JEFFREY Director SELL $104.00 2,000 $208,000 11,011
2025-05-16 00:41 2025-05-15 PSMT PRICESMART INC ZURCHER EDGAR Director SELL $102.78 390 $40,084 9,279
2025-05-16 00:09 2025-05-14 PSMT PRICESMART INC FISHER JEFFREY Director SELL $102.21 3,000 $306,630 13,011
2025-05-16 00:07 2025-05-14 PSMT PRICESMART INC JANKS LEON C Director SELL $101.78 3,000 $305,340 33,734
2025-05-14 00:21 2025-05-09 OLLI Ollie's Bargain Outlet Holdings, Inc. van der Valk Eric Director, Officer SELL $108.78 240 $26,107 7,033
2025-05-08 19:13 2025-05-06 PSMT PRICESMART INC Velasco Francisco Officer SELL $99.74 550 $54,857 78,458
2025-05-05 23:27 2025-05-01 BJ BJ's Wholesale Club Holdings, Inc. Eddy Robert W. Director, Officer SELL $117.49 17,900 $2,103,092 404,133
2025-05-06 01:42 2025-05-01 WMT Walmart Inc. Rainey John D Officer SELL $97.37 2,200 $214,223 632,718
2025-04-29 01:39 2025-04-24 WMT Walmart Inc. McMillon C Douglas Director, Officer SELL $94.19 29,124 $2,743,318 4,480,347
2025-04-25 23:07 2025-04-25 PSMT PRICESMART INC Kovaleski Paul Officer SELL $100.85 896 $90,362 43,039
2025-04-24 01:10 2025-04-21 WMT Walmart Inc. McLay Kathryn J. Officer SELL $93.50 4,000 $374,000 1,096,455
2025-04-21 23:33 2025-04-17 COST COSTCO WHOLESALE CORP /NEW Klauer James C Officer SELL $981.07 4,000 $3,924,280 43,994
2025-04-17 23:17 2025-04-15 BJ BJ's Wholesale Club Holdings, Inc. McGrail Joseph Officer SELL $119.74 2,100 $251,454 14,240
2025-04-18 00:53 2025-04-15 WMT Walmart Inc. Bartlett Daniel J Officer SELL $94.82 1,760 $166,883 520,275
2025-04-16 23:01 2025-04-14 DLTR DOLLAR TREE, INC. Maheshwari Aditya Officer SELL $74.71 1,238 $92,485 4,231
2025-04-16 22:36 2025-04-14 DLTR DOLLAR TREE, INC. Glendinning Stewart Officer BUY $72.75 17,000 $1,236,750 49,353
2025-04-08 18:26 2025-04-04 DG DOLLAR GENERAL CORP TAYLOR EMILY C Officer SELL $94.72 809 $76,627 48,532
2025-04-09 00:51 2025-04-07 OLLI Ollie's Bargain Outlet Holdings, Inc. Helm Robert F Officer SELL $107.17 312 $33,437 3,273
2025-04-08 23:17 2025-04-07 BJ BJ's Wholesale Club Holdings, Inc. Eddy Robert W. Director, Officer OPT+S $114.31 280,400 $32,051,683 422,033
2025-04-09 00:52 2025-04-04 OLLI Ollie's Bargain Outlet Holdings, Inc. SWYGERT JOHN W Director, Officer SELL $114.60 3,331 $381,733 48,200
2025-04-08 00:23 2025-04-04 BJ BJ's Wholesale Club Holdings, Inc. Schwartz Monica Officer SELL $115.65 10,963 $1,267,871 11,879
2025-04-04 01:14 2025-04-01 DLTR DOLLAR TREE, INC. Creedon Michael C Jr Director, Officer SELL $75.45 413 $31,162 85,543
2025-04-04 00:00 2025-04-03 OLLI Ollie's Bargain Outlet Holdings, Inc. Comitale James J Officer OPT+S $113.53 5,485 $622,712 4,621
2025-04-04 00:00 2025-04-01 OLLI Ollie's Bargain Outlet Holdings, Inc. Helm Robert F Officer OPT+S $115.74 2,139 $247,568 2,961
2025-04-04 00:00 2025-04-03 OLLI Ollie's Bargain Outlet Holdings, Inc. van der Valk Eric Director, Officer OPT+S $112.94 525 $59,294 6,793
2025-04-04 01:33 2025-04-01 DLTR DOLLAR TREE, INC. Leiken Jonathan Officer SELL $75.56 177 $13,374 23,704
2025-04-04 02:59 2025-04-03 BJ BJ's Wholesale Club Holdings, Inc. Werner William C. Officer SELL $117.64 14,192 $1,669,509 26,113
2025-04-04 02:57 2025-04-03 BJ BJ's Wholesale Club Holdings, Inc. Schmadeke Scott Officer OPT+S $117.79 4,531 $533,706 31,094
2025-04-04 03:40 2025-04-02 DLTR DOLLAR TREE, INC. Douglas William W III Director BUY $69.44 7,500 $520,823 8,176
2025-04-04 00:30 2025-04-01 WMT Walmart Inc. Rainey John D Officer SELL $88.66 2,200 $195,043 398,024
2025-04-03 01:17 2025-03-31 OLLI Ollie's Bargain Outlet Holdings, Inc. van der Valk Eric Director, Officer SELL $110.85 1,153 $127,810 6,768
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.