Retail-Auto & Home Supply Stores
Standard Industrial Classification: SIC 5531
Industry Insider Sentiment Analysis
The Retail-Auto & Home Supply Stores sector (SIC 5531) 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2024-02-17 00:31 | 2024-02-14 | ORLY | O REILLY AUTOMOTIVE INC | HOPPER PHILIP M | Officer | OPT+S | $1,050.00 | 512 | $537,600 | 296 |
| 2024-02-17 00:32 | 2024-02-14 | ORLY | O REILLY AUTOMOTIVE INC | JOHNSON GREGORY D | Officer | OPT+S | $1,037.62 | 18,692 | $19,395,255 | 4,829 |
| 2024-02-17 00:10 | 2024-02-15 | HZO | MARINEMAX INC | Cassella Anthony E. Jr. | Officer | SELL | $32.15 | 5,000 | $160,750 | 9,421 |
| 2024-02-16 00:45 | 2024-02-13 | ORLY | O REILLY AUTOMOTIVE INC | ROGERS CHARLES FRANCIS | Officer | OPT+S | $1,031.99 | 4,613 | $4,760,562 | 1,240 |
| 2024-02-16 00:48 | 2024-02-13 | ORLY | O REILLY AUTOMOTIVE INC | ANDREWS JONATHAN WYATT | Officer | OPT+S | $1,038.15 | 4,923 | $5,110,796 | 634 |
| 2024-02-16 00:47 | 2024-02-13 | ORLY | O REILLY AUTOMOTIVE INC | FLETCHER JEREMY ADAM | Officer | OPT+S | $1,028.00 | 5,000 | $5,140,000 | 2,335 |
| 2024-02-16 00:50 | 2024-02-13 | ORLY | O REILLY AUTOMOTIVE INC | LAURO JEFFREY ALAN | Officer | OPT+S | $1,038.63 | 431 | $447,648 | 963 |
| 2024-02-16 00:46 | 2024-02-13 | ORLY | O REILLY AUTOMOTIVE INC | MURPHY JOHN RAYMOND | Director | SELL | $1,039.28 | 269 | $279,567 | 950 |
| 2024-02-07 00:07 | 2024-02-02 | HZO | MARINEMAX INC | Cashman Charles A | SELL | $29.76 | 7,500 | $223,200 | 63,981 | |
| 2024-01-23 01:07 | 2024-01-18 | AZO | AUTOZONE INC | Borninkhof K. Michelle | Officer | OPT+S | $2,722.17 | 3,000 | $8,166,500 | 521 |
| 2024-01-20 00:31 | 2024-01-17 | ORLY | O REILLY AUTOMOTIVE INC | MANCINI CHRISTOPHER ANDREW | Officer | OPT+S | $1,000.00 | 1,500 | $1,500,000 | 0 |
| 2024-01-19 00:47 | 2024-01-17 | AZO | AUTOZONE INC | Borninkhof K. Michelle | Officer | OPT+S | $2,685.00 | 1,000 | $2,685,000 | 521 |
| 2024-01-18 00:24 | 2024-01-16 | AZO | AUTOZONE INC | LeRiche Dennis W. | Officer | OPT+S | $2,657.40 | 1,700 | $4,517,588 | 394 |
| 2024-01-18 00:24 | 2024-01-16 | AZO | AUTOZONE INC | McGee Grant E. | Officer | OPT+S | $2,654.14 | 693 | $1,839,322 | 251 |
| 2024-01-18 00:24 | 2024-01-16 | AZO | AUTOZONE INC | HURTADO DOMINGO | Officer | OPT+S | $2,610.00 | 5,450 | $14,224,500 | 156 |
| 2024-01-12 00:24 | 2024-01-09 | AZO | AUTOZONE INC | MRKONIC GEORGE R JR | Director | SELL | $2,541.85 | 415 | $1,053,597 | 3,470 |
| 2024-01-10 00:04 | 2024-01-05 | AZO | AUTOZONE INC | Newbern Thomas B | Officer | OPT+S | $2,551.62 | 7,800 | $19,902,609 | 2,519 |
| 2023-12-14 00:06 | 2023-12-08 | AAP | ADVANCE AUTO PARTS INC | Soler Kristen L | Officer | BUY | $55.60 | 500 | $27,800 | 12,697 |
| 2023-12-08 01:43 | 2023-12-06 | AZO | AUTOZONE INC | PLEAS CHARLES III | Officer | OPT+S | $2,717.37 | 3,000 | $8,152,095 | 3,416 |
| 2023-12-07 00:41 | 2023-12-05 | AAP | ADVANCE AUTO PARTS INC | Soler Kristen L | Officer | BUY | $52.87 | 1,000 | $52,868 | 12,197 |
| 2023-11-30 01:07 | 2023-11-28 | ORLY | O REILLY AUTOMOTIVE INC | PERLMAN DANA | Director | SELL | $974.24 | 100 | $97,424 | 1,197 |
| 2023-11-16 00:30 | 2023-11-13 | ORLY | O REILLY AUTOMOTIVE INC | WILBANKS CARL DAVID | Officer | OPT+S | $996.94 | 5,000 | $4,984,680 | 687 |
| 2023-11-14 00:31 | 2023-11-10 | ORLY | O REILLY AUTOMOTIVE INC | OREILLY LAWRENCE P | Director | SELL | $982.65 | 4,000 | $3,930,610 | 155,264 |
| 2023-11-14 00:31 | 2023-11-10 | ORLY | O REILLY AUTOMOTIVE INC | DE WILD TAMARA F. | Officer | OPT+S | $986.59 | 549 | $541,637 | 352 |
| 2023-11-14 00:30 | 2023-11-09 | ORLY | O REILLY AUTOMOTIVE INC | BRAGG DOUG D | Officer | OPT+S | $980.08 | 4,064 | $3,983,055 | 5,524 |
| 2023-11-10 00:31 | 2023-11-07 | ORLY | O REILLY AUTOMOTIVE INC | MANCINI CHRISTOPHER ANDREW | Officer | OPT+S | $975.71 | 500 | $487,853 | 0 |
| 2023-11-09 00:31 | 2023-11-06 | ORLY | O REILLY AUTOMOTIVE INC | BURCHFIELD JAY D | Director | SELL | $959.35 | 1,000 | $959,354 | 17,008 |
| 2023-11-07 00:40 | 2023-11-02 | ORLY | O REILLY AUTOMOTIVE INC | ANDREWS JONATHAN WYATT | Officer | OPT+S | $954.69 | 5,000 | $4,773,474 | 627 |
| 2023-11-02 23:36 | 2023-10-31 | ORLY | O REILLY AUTOMOTIVE INC | MURPHY JOHN RAYMOND | Director | SELL | $929.67 | 250 | $232,416 | 1,219 |
| 2023-11-02 02:59 | 2023-10-31 | AZO | AUTOZONE INC | Frazer Preston | Officer | OPT+S | $2,476.97 | 6,754 | $16,729,482 | 709 |
| 2023-11-02 02:54 | 2023-10-30 | AZO | AUTOZONE INC | Frazer Preston | Officer | OPT+S | $2,466.60 | 11,760 | $29,007,248 | 709 |
| 2023-11-01 23:31 | 2023-10-31 | ORLY | O REILLY AUTOMOTIVE INC | HENDRICKSON THOMAS | Director | SELL | $930.45 | 200 | $186,090 | 1,215 |
| 2023-10-19 23:06 | 2023-10-18 | AZO | AUTOZONE INC | HURTADO DOMINGO | Officer | OPT+S | $2,640.84 | 2,950 | $7,790,474 | 156 |
| 2023-10-18 23:07 | 2023-10-17 | AZO | AUTOZONE INC | McGee Grant E. | Officer | OPT+S | $2,641.89 | 692 | $1,828,188 | 251 |
| 2023-10-18 23:07 | 2023-10-16 | AZO | AUTOZONE INC | Saltiel Albert | Officer | OPT+S | $2,595.04 | 2,245 | $5,825,874 | 537 |
| 2023-09-22 23:03 | 2023-09-21 | AZO | AUTOZONE INC | HURTADO DOMINGO | Officer | SELL | $2,548.03 | 120 | $305,764 | 156 |
| 2023-09-15 01:26 | 2023-09-13 | AAP | ADVANCE AUTO PARTS INC | LEE EUGENE I JR | Director | BUY | $57.65 | 8,670 | $499,818 | 19,430 |
| 2023-09-06 23:30 | 2023-09-01 | ORLY | O REILLY AUTOMOTIVE INC | OREILLY LAWRENCE P | Director | SELL | $945.57 | 1,060 | $1,002,304 | 157,764 |
| 2023-08-31 23:31 | 2023-08-30 | ORLY | O REILLY AUTOMOTIVE INC | DE WILD TAMARA F. | Officer | OPT+S | $955.50 | 549 | $524,571 | 349 |
| 2023-08-29 23:17 | 2023-08-25 | ONEW | OneWater Marine Inc. | Singleton Philip Austin Jr. | Director, Officer | BUY | $25.47 | 2,378 | $60,568 | 580,183 |
| 2023-08-18 23:32 | 2023-08-16 | ORLY | O REILLY AUTOMOTIVE INC | JOHNSON GREGORY D | Officer | OPT+S | $954.13 | 2,000 | $1,908,267 | 4,777 |
| 2023-08-18 03:25 | 2023-08-15 | ONEW | OneWater Marine Inc. | Singleton Philip Austin Jr. | Director, Officer | BUY | $26.93 | 5,000 | $134,626 | 577,805 |
| 2023-08-16 23:30 | 2023-08-14 | ORLY | O REILLY AUTOMOTIVE INC | JOHNSON GREGORY D | Officer | OPT+S | $944.90 | 7,574 | $7,156,658 | 4,777 |
| 2023-08-15 23:04 | 2023-08-14 | ONEW | OneWater Marine Inc. | Schraudenbach John | Director | BUY | $27.56 | 3,624 | $99,877 | 24,352 |
| 2023-08-14 23:30 | 2023-08-10 | ORLY | O REILLY AUTOMOTIVE INC | HENSLEE GREGORY L | Director, Officer | OPT+S | $937.81 | 14,599 | $13,691,117 | 8,378 |
| 2023-08-10 23:18 | 2023-08-08 | ONEW | OneWater Marine Inc. | Singleton Philip Austin Jr. | Director, Officer | BUY | $26.43 | 10,000 | $264,300 | 572,805 |
| 2023-08-10 23:31 | 2023-08-08 | ORLY | O REILLY AUTOMOTIVE INC | HENSLEE GREGORY L | Director, Officer | OPT+S | $937.00 | 656 | $614,672 | 8,378 |
| 2023-08-09 00:34 | 2023-08-04 | PRTS | CarParts.com, Inc. | Huffaker Michael | Officer | BUY | $4.41 | 2,466 | $10,875 | 4,169 |
| 2023-08-08 23:31 | 2023-08-07 | ORLY | O REILLY AUTOMOTIVE INC | WEISS ANDREA | Director | SELL | $931.34 | 200 | $186,268 | 1,127 |
| 2023-08-08 23:31 | 2023-08-04 | ORLY | O REILLY AUTOMOTIVE INC | HENSLEE GREGORY L | Director, Officer | OPT+S | $935.70 | 7,833 | $7,329,327 | 8,378 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Retail-Auto & Home Supply Stores sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (5531) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Retail-Auto & Home Supply Stores
Every transaction in the Retail-Auto & Home Supply 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.