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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2004-11-23 21:01 | 2004-11-17 | ORLY | O REILLY AUTOMOTIVE INC | OREILLY DAVID E | Director, Officer | SELL | $44.25 | 76,412 | $3,380,849 | 497,647 |
| 2004-11-20 00:58 | 2004-11-17 | AAP | ADVANCE AUTO PARTS INC | CASTELLANI LAWRENCE P | Director, Officer | OPT+S | $42.04 | 400,000 | $16,816,000 | 19,086 |
| 2004-11-17 23:54 | 2004-11-16 | ORLY | O REILLY AUTOMOTIVE INC | LEDERER PAUL R | Director | SELL | $45.18 | 15,000 | $677,700 | 2,500 |
| 2004-11-17 23:38 | 2004-11-15 | ORLY | O REILLY AUTOMOTIVE INC | WISE TED F | Officer | SELL | $44.89 | 12,000 | $538,704 | 70,726 |
| 2004-11-12 16:24 | 2004-11-10 | AAP | ADVANCE AUTO PARTS INC | WADE JIMMIE L | Officer | OPT+S | $41.25 | 100,000 | $4,125,000 | 25,000 |
| 2004-11-12 16:23 | 2004-11-09 | AAP | ADVANCE AUTO PARTS INC | KLASING PAUL W | Officer | OPT+S | $40.90 | 11,000 | $449,900 | 22,000 |
| 2004-11-10 22:58 | 2004-11-09 | ORLY | O REILLY AUTOMOTIVE INC | SHAW JEFF M | Officer | OPT+S | $45.00 | 2,500 | $112,500 | 7,245 |
| 2004-11-11 01:19 | 2004-11-08 | AAP | ADVANCE AUTO PARTS INC | MARGOLIN ERIC M | Officer | OPT+S | $41.26 | 5,999 | $247,489 | 21,297 |
| 2004-11-11 03:49 | 2004-11-10 | AAP | ADVANCE AUTO PARTS INC | TAUBMAN NICHOLAS F | Director | SELL | $41.05 | 6,500 | $266,794 | 1,047,266 |
| 2004-11-11 03:44 | 2004-11-08 | AAP | ADVANCE AUTO PARTS INC | TAUBMAN NICHOLAS F | Director | SELL | $41.11 | 246,900 | $10,149,565 | 1,053,766 |
| 2004-11-11 03:40 | 2004-11-08 | AAP | ADVANCE AUTO PARTS INC | TAUBMAN NICHOLAS F | Director | SELL | $41.11 | 246,600 | $10,137,134 | 1,552,145 |
| 2004-11-04 23:48 | 2004-11-03 | ORLY | O REILLY AUTOMOTIVE INC | SHAW JEFF M | Officer | OPT+S | $43.70 | 2,500 | $109,250 | 7,245 |
| 2004-10-15 23:20 | 2004-10-14 | AZO | AUTOZONE INC | ESL INVESTMENTS INC | 10% owner | BUY | $76.52 | 479,800 | $36,714,056 | 3,858,519 |
| 2004-10-15 02:21 | 2004-10-12 | AZO | AUTOZONE INC | ESL INVESTMENTS INC | 10% owner | BUY | $76.70 | 779,800 | $59,813,935 | 3,858,519 |
| 2004-10-08 00:07 | 2004-10-07 | AZO | AUTOZONE INC | LONGO MICHAEL E | Officer | OPT+S | $76.81 | 4,000 | $307,252 | 3,786 |
| 2004-10-04 22:15 | 2004-10-04 | AZO | AUTOZONE INC | GOLDSMITH HARRY L | Officer | OPT+S | $77.85 | 12,000 | $934,200 | 12,869 |
| 2004-10-01 02:31 | 2004-09-28 | AZO | AUTOZONE INC | ESL INVESTMENTS INC | 10% owner | BUY | $76.78 | 383,000 | $29,405,744 | 10,916,625 |
| 2004-08-14 01:04 | 2004-08-12 | AZO | AUTOZONE INC | ESL INVESTMENTS INC | 10% owner | BUY | $73.67 | 236,600 | $17,431,032 | 10,533,625 |
| 2004-08-11 01:05 | 2004-08-06 | AZO | AUTOZONE INC | ESL INVESTMENTS INC | 10% owner | BUY | $71.66 | 18,000 | $1,289,934 | 10,297,025 |
| 2004-06-29 00:00 | 2004-06-24 | AAP | ADVANCE AUTO PARTS INC | STEVENS S LYNN | Officer | OPT+S | $45.02 | 36,000 | $1,620,767 | 40,000 |
| 2004-06-16 22:00 | 2004-06-15 | ORLY | O REILLY AUTOMOTIVE INC | OREILLY CHARLES H JR | Director | SELL | $44.88 | 41,000 | $1,840,019 | 314,590 |
| 2004-06-10 21:25 | 2004-06-09 | ORLY | O REILLY AUTOMOTIVE INC | OREILLY CHARLES H JR | Director | SELL | $45.02 | 14,400 | $648,323 | 335,090 |
| 2004-06-09 20:08 | 2004-06-08 | ORLY | O REILLY AUTOMOTIVE INC | OREILLY CHARLES H JR | Director | SELL | $45.03 | 1,900 | $85,566 | 342,290 |
| 2004-06-08 17:20 | 2004-06-07 | ORLY | O REILLY AUTOMOTIVE INC | OREILLY CHARLES H JR | Director | SELL | $45.02 | 10,000 | $450,220 | 343,240 |
| 2004-06-04 23:35 | 2004-06-02 | AAP | ADVANCE AUTO PARTS INC | SALTER WILLIAM L | Director | OPT+S | $42.30 | 4,000 | $169,200 | 1,596 |
| 2004-06-03 22:17 | 2004-06-02 | ORLY | O REILLY AUTOMOTIVE INC | OREILLY CHARLES H JR | Director | SELL | $45.35 | 20,000 | $906,958 | 348,240 |
| 2004-06-01 18:12 | 2004-05-27 | ORLY | O REILLY AUTOMOTIVE INC | OREILLY DAVID E | Director, Officer | SELL | $44.63 | 33,000 | $1,472,688 | 1,512,974 |
| 2004-05-27 16:58 | 2004-05-26 | ORLY | O REILLY AUTOMOTIVE INC | OREILLY DAVID E | Director, Officer | SELL | $44.05 | 22,200 | $977,910 | 1,545,974 |
| 2004-05-27 01:08 | 2004-05-24 | AAP | ADVANCE AUTO PARTS INC | CASTELLANI LAWRENCE P | Director, Officer | OPT+S | $41.70 | 500,000 | $20,850,000 | 19,086 |
| 2004-05-19 21:08 | 2004-05-17 | HZO | MARINEMAX INC | BENSTOCK GERALD M | Director | BUY | $24.59 | 3,000 | $73,775 | 35,515 |
| 2004-05-10 22:04 | 2004-05-06 | HZO | MARINEMAX INC | BENSTOCK GERALD M | Director | BUY | $29.47 | 3,000 | $88,409 | 32,515 |
| 2004-05-06 22:30 | 2004-05-05 | ORLY | O REILLY AUTOMOTIVE INC | OREILLY CHARLES H JR | Director | SELL | $45.09 | 12,700 | $572,643 | 358,240 |
| 2004-05-06 22:28 | 2004-05-05 | ORLY | O REILLY AUTOMOTIVE INC | OREILLY DAVID E | Director, Officer | SELL | $44.83 | 30,000 | $1,344,885 | 1,568,174 |
| 2004-05-05 18:28 | 2004-05-03 | ORLY | O REILLY AUTOMOTIVE INC | OREILLY DAVID E | Director, Officer | SELL | $44.70 | 60,000 | $2,681,706 | 1,598,174 |
| 2004-04-26 18:34 | 2004-04-22 | HZO | MARINEMAX INC | BENSTOCK GERALD M | Director | BUY | $30.66 | 3,000 | $91,986 | 29,515 |
| 2004-04-24 00:59 | 2004-04-23 | HZO | MARINEMAX INC | KANT ROBERT S | Director | SELL | $30.19 | 5,000 | $150,945 | 29,642 |
| 2004-04-23 23:04 | 2004-04-22 | HZO | MARINEMAX INC | FRAHN KURT M | Officer | SELL | $30.48 | 3,966 | $120,884 | 0 |
| 2004-04-06 20:47 | 2004-04-02 | ORLY | O REILLY AUTOMOTIVE INC | OREILLY LAWRENCE P | Director | SELL | $40.71 | 92,611 | $3,770,259 | 705,380 |
| 2004-03-30 23:58 | 2004-03-26 | AAP | ADVANCE AUTO PARTS INC | COPPOLA MICHAEL N | Officer | BUY | $39.41 | 100 | $3,941 | 100 |
| 2004-03-23 22:14 | 2004-03-19 | ORLY | O REILLY AUTOMOTIVE INC | OREILLY LAWRENCE P | Director | SELL | $40.01 | 3,750 | $150,039 | 797,991 |
| 2004-03-19 17:39 | 2004-03-17 | ORLY | O REILLY AUTOMOTIVE INC | OREILLY LAWRENCE P | Director | SELL | $40.01 | 3,639 | $145,579 | 801,741 |
| 2004-03-19 22:18 | 2004-03-17 | AAP | ADVANCE AUTO PARTS INC | SPINELLI FRANCESCA | Director | SELL | $39.84 | 600 | $23,904 | 1,000 |
| 2004-03-17 00:45 | 2004-03-12 | AAP | ADVANCE AUTO PARTS INC | SPINELLI FRANCESCA | Director | OPT+S | $39.78 | 3,400 | $135,258 | 1,600 |
| 2004-03-17 00:44 | 2004-03-12 | AAP | ADVANCE AUTO PARTS INC | PECK STEPHEN M | Director | OPT+S | $39.76 | 8,333 | $331,317 | 1,000 |
| 2004-03-11 00:23 | 2004-03-08 | AAP | ADVANCE AUTO PARTS INC | MARGOLIN ERIC M | Officer | OPT+S | $41.43 | 19,500 | $807,885 | 21,100 |
| 2004-03-11 00:22 | 2004-03-08 | AAP | ADVANCE AUTO PARTS INC | GRAY JEFFREY T | Officer | OPT+S | $41.43 | 24,000 | $994,320 | 20,000 |
| 2004-03-11 00:24 | 2004-03-08 | AAP | ADVANCE AUTO PARTS INC | WADE JIMMIE L | Officer | OPT+S | $41.43 | 60,000 | $2,485,800 | 25,000 |
| 2004-03-11 00:25 | 2004-03-08 | AAP | ADVANCE AUTO PARTS INC | RAY GILBERT T | Director | OPT+S | $41.41 | 3,400 | $140,794 | 1,600 |
| 2004-03-10 00:38 | 2004-03-05 | ORLY | O REILLY AUTOMOTIVE INC | GREENE JOE C | Director | SELL | $39.91 | 15,000 | $598,650 | 4,000 |
| 2004-03-08 20:04 | 2004-03-05 | HZO | MARINEMAX INC | BENSTOCK GERALD M | Director | BUY | $27.53 | 1,800 | $49,557 | 26,515 |
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.