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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
2025-04-03 01:16 2025-03-31 OLLI Ollie's Bargain Outlet Holdings, Inc. McLain Kevin Officer OPT+S $113.08 12,621 $1,427,195 12,336
2025-04-03 01:16 2025-03-31 OLLI Ollie's Bargain Outlet Holdings, Inc. Comitale James J Officer OPT+S $110.85 1,717 $190,329 4,191
2025-04-01 00:19 2025-03-27 WMT Walmart Inc. McMillon C Douglas Director, Officer SELL $85.63 29,124 $2,493,984 3,972,517
2025-03-29 00:34 2025-03-26 OLLI Ollie's Bargain Outlet Holdings, Inc. SWYGERT JOHN W Director, Officer SELL $109.94 11,758 $1,292,637 48,200
2025-03-28 00:24 2025-03-27 COST COSTCO WHOLESALE CORP /NEW MILLERCHIP GARY Officer SELL $940.01 1,100 $1,034,007 11,165
2025-03-27 00:39 2025-03-24 OLLI Ollie's Bargain Outlet Holdings, Inc. Helm Robert F Officer OPT+S $108.50 2,145 $232,733 3,888
2025-03-26 00:13 2025-03-24 COST COSTCO WHOLESALE CORP /NEW Adamo Claudine Officer SELL $922.56 900 $830,304 6,987
2025-03-26 00:39 2025-03-24 OLLI Ollie's Bargain Outlet Holdings, Inc. Fisch Robert Director OPT+S $108.08 6,250 $675,500 22,159
2025-03-25 04:53 2025-03-24 FIVE FIVE BELOW, INC Masciantonio Ronald James Officer SELL $78.04 584 $45,575 12,658
2025-03-21 23:19 2025-03-19 BJ BJ's Wholesale Club Holdings, Inc. Werner William C. Officer OPT+S $110.41 20,000 $2,208,194 31,308
2025-03-20 23:18 2025-03-18 COST COSTCO WHOLESALE CORP /NEW Frates Caton Officer SELL $900.25 850 $765,213 7,876
2025-03-20 23:23 2025-03-19 WMT Walmart Inc. McLay Kathryn J. Officer SELL $85.95 4,000 $343,800 888,309
2025-03-18 14:56 2025-03-14 BJ BJ's Wholesale Club Holdings, Inc. Steele Robert Allan Director OPT+S $107.59 11,813 $1,270,961 24,351
2025-03-18 23:26 2025-03-17 WMT Walmart Inc. Bartlett Daniel J Officer SELL $85.13 1,955 $166,429 524,339
2025-03-15 01:09 2025-03-14 WMT Walmart Inc. Walton Family Holdings Trust 10% owner SELL $85.05 6,203,547 $527,607,950 582,522,458
2025-03-14 00:16 2025-03-11 COST COSTCO WHOLESALE CORP /NEW Vachris Roland Michael Director, Officer SELL $931.00 3,600 $3,351,600 41,077
2025-03-13 00:11 2025-03-11 TGT TARGET CORP Cornell Brian C Director, Officer SELL $113.37 45,000 $5,101,488 258,843
2025-03-10 23:49 2025-03-07 TGT TARGET CORP LIEGEL MATTHEW A Officer SELL $113.52 287 $32,580 7,173
2025-03-08 03:01 2025-03-06 WMT Walmart Inc. Walton Family Holdings Trust 10% owner SELL $96.05 5,000 $480,250 591,532,005
2025-03-06 02:00 2025-03-03 WMT Walmart Inc. Walton Family Holdings Trust 10% owner SELL $96.09 3,200,510 $307,528,365 591,537,005
2025-03-05 00:22 2025-03-03 WMT Walmart Inc. Rainey John D Officer SELL $98.16 38,000 $3,730,110 219,281
2025-03-01 02:06 2025-02-27 WMT Walmart Inc. McMillon C Douglas Director, Officer SELL $96.95 29,124 $2,823,586 3,558,247
2025-03-01 02:06 2025-02-26 WMT Walmart Inc. Walton Family Holdings Trust 10% owner SELL $98.49 2,313,187 $227,816,304 594,737,515
2025-03-01 02:05 2025-02-27 WMT Walmart Inc. Furner John R. Officer SELL $96.15 13,125 $1,261,969 460,672
2025-03-01 02:04 2025-02-26 WMT Walmart Inc. Brand Rachel L Officer SELL $97.03 83,861 $8,137,184 194,457
2025-02-25 00:39 2025-02-21 WMT Walmart Inc. Nicholas Christopher James Officer SELL $94.42 17,600 $1,661,852 348,357
2025-02-21 01:37 2025-02-18 WMT Walmart Inc. Bartlett Daniel J Officer SELL $103.99 1,600 $166,384 423,597
2025-02-15 04:49 2025-02-12 PSMT PRICESMART INC FISHER JEFFREY Director SELL $95.02 200 $19,004 16,011
2025-02-12 17:39 2025-02-10 PSMT PRICESMART INC FISHER JEFFREY Director SELL $95.01 2,400 $228,016 16,211
2025-02-11 00:24 2025-01-30 PSMT PRICESMART INC FISHER JEFFREY Director SELL $93.00 5,000 $465,000 18,611
2025-02-06 02:47 2025-02-03 WMT Walmart Inc. Rainey John D Officer SELL $98.80 38,000 $3,754,233 257,281
2025-01-30 00:37 2025-01-27 PSMT PRICESMART INC HILDEBRANDT JOHN D Officer SELL $92.40 580 $53,590 858
2025-01-25 01:18 2025-01-23 PSMT PRICESMART INC HILDEBRANDT JOHN D Officer SELL $90.51 8,020 $725,906 123,547
2025-01-25 01:16 2025-01-23 PSMT PRICESMART INC Velasco Francisco Officer SELL $90.42 555 $50,183 79,008
2025-01-25 00:25 2025-01-23 WMT Walmart Inc. Furner John R. Officer SELL $92.96 13,125 $1,220,100 568,626
2025-01-25 00:23 2025-01-23 WMT Walmart Inc. McMillon C Douglas Director, Officer SELL $92.62 29,124 $2,697,456 3,766,491
2025-01-22 21:57 2025-01-21 PSMT PRICESMART INC McCleary Michael Officer SELL $89.67 4,000 $358,660 58,141
2025-01-22 00:38 2025-01-16 FIVE FIVE BELOW, INC SPECTER ERIC M Officer OPT+S $91.51 10,126 $926,639 57,267
2025-01-18 00:17 2025-01-15 WMT Walmart Inc. Bartlett Daniel J Officer SELL $91.07 1,830 $166,658 460,705
2025-01-17 00:28 2025-01-15 PSMT PRICESMART INC Hanson Gordon H. Director SELL $87.22 1,107 $96,553 6,862
2025-01-03 23:44 2024-12-31 DG DOLLAR GENERAL CORP CALBERT MICHAEL M Director SELL $75.27 6,000 $451,610 0
2024-12-28 00:49 2024-12-26 WMT Walmart Inc. Furner John R. Officer SELL $92.60 13,125 $1,215,375 566,794
2024-12-28 00:46 2024-12-26 WMT Walmart Inc. McMillon C Douglas Director, Officer SELL $92.35 29,124 $2,689,744 3,785,702
2024-12-27 00:33 2024-12-20 WMT Walmart Inc. Walton Family Holdings Trust 10% owner SELL $91.32 6,939,000 $633,671,562 597,050,702
2024-12-19 01:42 2024-12-16 OLLI Ollie's Bargain Outlet Holdings, Inc. Kraus Larry Officer OPT+S $115.58 10,646 $1,230,465 1,905
2024-12-19 02:31 2024-12-16 OLLI Ollie's Bargain Outlet Holdings, Inc. HENDRICKSON THOMAS Director OPT+S $114.74 6,250 $717,125 0
2024-12-18 00:38 2024-12-16 WMT Walmart Inc. Bartlett Daniel J Officer SELL $94.53 1,765 $166,845 453,758
2024-12-17 01:27 2024-12-13 DG DOLLAR GENERAL CORP TAYLOR EMILY C Officer SELL $77.44 4,740 $367,061 15,575
2024-12-13 01:02 2024-12-11 OLLI Ollie's Bargain Outlet Holdings, Inc. Comitale James J Officer OPT+S $113.95 5,325 $606,784 3,140
2024-12-13 00:25 2024-12-11 BJ BJ's Wholesale Club Holdings, Inc. McGrail Joseph Officer SELL $99.60 500 $49,800 13,066
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.