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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
2024-09-11 01:00 2024-09-06 WMT Walmart Inc. WALTON S ROBSON 10% owner SELL $77.05 5,746,226 $442,774,870 611,988,318
2024-09-11 00:54 2024-09-06 WMT Walmart Inc. WALTON JIM C 10% owner SELL $77.05 5,746,226 $442,774,870 611,988,318
2024-09-11 00:57 2024-09-06 WMT Walmart Inc. WALTON ALICE L 10% owner SELL $77.05 5,746,226 $442,774,870 611,988,318
2024-09-09 16:48 2024-09-06 DLTR DOLLAR TREE, INC. HEINRICH DANIEL J Director BUY $68.27 2,200 $150,194 9,823
2024-09-10 01:04 2024-09-05 DG DOLLAR GENERAL CORP BRYANT WARREN F Director BUY $80.40 500 $40,200 41,030
2024-09-05 23:49 2024-09-03 BJ BJ's Wholesale Club Holdings, Inc. Eddy Robert W. Director, Officer SELL $79.40 11,000 $873,382 445,792
2024-09-06 02:32 2024-09-03 WMT Walmart Inc. WALTON JIM C 10% owner SELL $77.18 9,162,767 $707,149,371 619,646,544
2024-09-06 02:24 2024-09-03 WMT Walmart Inc. WALTON S ROBSON 10% owner SELL $77.18 9,162,767 $707,149,371 619,646,544
2024-09-05 23:31 2024-09-03 WMT Walmart Inc. Rainey John D Officer SELL $77.48 3,000 $232,445 384,165
2024-09-06 02:36 2024-09-03 WMT Walmart Inc. WALTON ALICE L 10% owner SELL $77.18 9,162,767 $707,149,371 619,646,544
2024-09-03 23:59 2024-08-30 TGT TARGET CORP LIEGEL MATTHEW A Officer SELL $153.13 1,000 $153,130 7,276
2024-09-03 21:00 2024-08-29 PSMT PRICESMART INC Velasco Francisco Officer SELL $89.05 670 $59,664 79,470
2024-08-30 01:18 2024-07-25 COST COSTCO WHOLESALE CORP /NEW Jones Teresa A. Officer SELL $832.55 4 $3,330 4,935
2024-08-28 23:27 2024-08-26 BJ BJ's Wholesale Club Holdings, Inc. McGrail Joseph Officer SELL $83.57 1,000 $83,570 13,566
2024-08-28 23:23 2024-08-27 TGT TARGET CORP Cornell Brian C Director, Officer SELL $158.67 45,000 $7,140,110 303,843
2024-08-23 23:14 2024-08-22 TGT TARGET CORP LIU DON H Officer SELL $160.00 6,250 $1,000,000 31,216
2024-08-23 23:26 2024-08-22 WMT Walmart Inc. McMillon C Douglas Director, Officer SELL $75.67 29,124 $2,203,799 3,902,177
2024-08-23 23:23 2024-08-22 WMT Walmart Inc. Furner John R. Officer SELL $75.33 13,125 $988,706 619,290
2024-08-16 23:34 2024-08-15 WMT Walmart Inc. Bartlett Daniel J Officer SELL $74.00 2,250 $166,500 461,621
2024-08-16 00:55 2024-08-15 COST COSTCO WHOLESALE CORP /NEW DECKER SUSAN L Director SELL $876.50 620 $543,430 11,775
2024-08-16 01:10 2024-08-13 COST COSTCO WHOLESALE CORP /NEW GALANTI RICHARD A Director, Officer SELL $868.96 1,000 $868,963 22,900
2024-08-05 23:23 2024-08-01 BJ BJ's Wholesale Club Holdings, Inc. Eddy Robert W. Director, Officer SELL $87.60 11,000 $963,639 456,792
2024-08-05 23:16 2024-08-01 WMT Walmart Inc. Rainey John D Officer SELL $69.19 3,000 $207,569 387,165
2024-07-27 00:11 2024-07-25 WMT Walmart Inc. Furner John R. Officer SELL $70.60 13,125 $926,625 632,415
2024-07-27 00:05 2024-07-25 WMT Walmart Inc. McMillon C Douglas Director, Officer SELL $70.61 29,124 $2,056,521 3,931,301
2024-07-24 21:47 2024-07-23 PSMT PRICESMART INC McCleary Michael Officer SELL $87.51 4,000 $350,044 67,474
2024-07-23 23:21 2024-07-19 BJ BJ's Wholesale Club Holdings, Inc. Desroches Jeff Officer SELL $89.86 28,842 $2,591,857 58,452
2024-07-19 13:00 2024-07-16 OLLI Ollie's Bargain Outlet Holdings, Inc. Comitale James J Officer OPT+S $104.17 2,153 $224,278 2,732
2024-07-19 23:33 2024-07-17 BJ BJ's Wholesale Club Holdings, Inc. Werner William C. Officer OPT+S $90.93 33,437 $3,040,426 33,034
2024-07-20 02:25 2024-07-19 PSMT PRICESMART INC ZURCHER EDGAR Director SELL $87.65 795 $69,682 8,027
2024-07-20 02:23 2024-07-19 PSMT PRICESMART INC Price David R Director, Officer SELL $87.85 2,000 $175,698 51,768
2024-07-19 23:34 2024-07-17 PSMT PRICESMART INC FISHER JEFFREY Director SELL $90.00 2,776 $249,840 27,124
2024-07-18 23:39 2024-07-16 BJ BJ's Wholesale Club Holdings, Inc. Luce Graham Officer SELL $91.15 16,596 $1,512,642 14,131
2024-07-18 03:26 2024-07-16 PSMT PRICESMART INC Velasco Francisco Officer SELL $87.00 1,298 $112,926 81,751
2024-07-18 03:20 2024-07-15 PSMT PRICESMART INC Bahrambeygui Sherry S. Director SELL $86.47 23,141 $2,000,910 47,575
2024-07-18 02:34 2024-07-16 PSMT PRICESMART INC FISHER JEFFREY Director SELL $85.00 7,224 $614,040 1,965
2024-07-17 23:33 2024-07-15 WMT Walmart Inc. Bartlett Daniel J Officer SELL $69.50 2,398 $166,661 463,871
2024-07-15 23:39 2024-07-12 COST COSTCO WHOLESALE CORP /NEW Hines Daniel M. SELL $846.37 3,000 $2,539,096 10,992
2024-07-16 01:14 2024-07-15 COST COSTCO WHOLESALE CORP /NEW DENMAN KENNETH D Director SELL $851.53 350 $298,036 5,920
2024-07-02 23:19 2024-07-01 BJ BJ's Wholesale Club Holdings, Inc. Eddy Robert W. Director, Officer SELL $86.90 11,000 $955,912 467,792
2024-07-02 23:52 2024-07-01 WMT Walmart Inc. Rainey John D Officer SELL $67.58 25,578 $1,728,485 390,165
2024-06-29 00:03 2024-06-27 WMT Walmart Inc. McMillon C Douglas Director, Officer SELL $68.39 29,124 $1,991,648 3,960,402
2024-06-29 00:01 2024-06-26 WMT Walmart Inc. Chojnowski David Officer SELL $68.00 8,791 $597,788 94,415
2024-06-28 23:58 2024-06-27 WMT Walmart Inc. Furner John R. Officer SELL $68.20 13,125 $895,125 645,540
2024-06-27 00:31 2024-06-25 DLTR DOLLAR TREE, INC. Aflatooni Robert Officer SELL $105.58 827 $87,315 9,725
2024-06-26 01:27 2024-06-21 OLLI Ollie's Bargain Outlet Holdings, Inc. HENDRICKSON THOMAS Director OPT+S $97.54 4,500 $438,930 5,659
2024-06-21 00:00 2024-06-17 OLLI Ollie's Bargain Outlet Holdings, Inc. Comitale James J Officer OPT+S $89.55 2,500 $223,875 2,732
2024-06-15 00:14 2024-06-13 WMT Walmart Inc. WALTON S ROBSON 10% owner SELL $66.59 1,994,347 $132,802,570 633,518,311
2024-06-15 00:12 2024-06-13 WMT Walmart Inc. WALTON JIM C 10% owner SELL $66.59 1,994,347 $132,802,570 633,518,311
2024-06-15 00:05 2024-06-12 WMT Walmart Inc. Furner John R. Officer SELL $66.85 13,125 $877,406 658,665
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.