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Sector Analysis

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
2023-03-14 03:58 2023-03-13 PRTS CarParts.com, Inc. Lockwood Ryan Officer SELL $0.00 11,112 $0 43,888
2023-03-11 00:40 2023-03-08 ONEW OneWater Marine Inc. Singleton Philip Austin Jr. Director, Officer BUY $26.81 5,000 $134,050 552,805
2023-03-11 02:49 2023-03-10 PRTS CarParts.com, Inc. Huffaker Michael Officer BUY $5.87 1,703 $9,997 1,703
2023-03-08 00:06 2023-03-06 AZO AUTOZONE INC McGee Grant E. Officer OPT+S $2,511.63 1,575 $3,955,817 246
2023-03-08 02:51 2023-03-03 ONEW OneWater Marine Inc. Lamkin Jeffrey B. Director SELL $28.41 15,051 $427,621 108,518
2023-03-03 05:01 2023-02-28 ONEW OneWater Marine Inc. Lamkin Jeffrey B. Director SELL $28.03 2,726 $76,410 3,098
2023-03-03 00:09 2023-03-01 HZO MARINEMAX INC Moore Clint Director SELL $33.07 5,000 $165,350 20,500
2023-03-01 00:30 2023-02-24 ORLY O REILLY AUTOMOTIVE INC LAURO JEFFREY ALAN Officer OPT+S $834.31 500 $417,155 768
2023-02-28 05:06 2023-02-24 ONEW OneWater Marine Inc. Lamkin Jeffrey B. Director SELL $28.48 34,176 $973,305 5,842
2023-02-28 00:26 2023-02-24 HZO MARINEMAX INC Cashman Charles A Officer SELL $34.92 10,000 $349,200 35,499
2023-02-24 02:28 2023-02-21 ONEW OneWater Marine Inc. Singleton Philip Austin Jr. Director, Officer BUY $29.74 10,000 $297,400 547,805
2023-02-23 04:19 2023-02-17 ONEW OneWater Marine Inc. Lamkin Jeffrey B. Director SELL $30.09 44,058 $1,325,604 127,971
2023-02-23 00:30 2023-02-14 ORLY O REILLY AUTOMOTIVE INC MURPHY JOHN RAYMOND Director SELL $850.06 300 $255,018 1,600
2023-02-22 00:36 2023-02-17 ORLY O REILLY AUTOMOTIVE INC MANCINI CHRISTOPHER ANDREW Officer OPT+S $870.25 409 $355,933 0
2023-02-22 00:35 2023-02-17 ORLY O REILLY AUTOMOTIVE INC BRAGG DOUG D Officer OPT+S $870.45 5,890 $5,126,979 5,500
2023-02-22 00:38 2023-02-17 ORLY O REILLY AUTOMOTIVE INC WILBANKS CARL DAVID Officer SELL $864.85 120 $103,782 687
2023-02-22 00:37 2023-02-17 ORLY O REILLY AUTOMOTIVE INC LAURO JEFFREY ALAN Officer OPT+S $870.12 1,411 $1,227,740 768
2023-02-17 00:32 2023-02-14 ORLY O REILLY AUTOMOTIVE INC LAURO JEFFREY ALAN Officer OPT+S $853.80 2,142 $1,828,845 768
2023-02-17 00:33 2023-02-14 ORLY O REILLY AUTOMOTIVE INC Groves Jeffrey Lynn Officer OPT+S $860.15 1,062 $913,474 226
2023-02-17 00:31 2023-02-14 ORLY O REILLY AUTOMOTIVE INC JOHNSON GREGORY D Officer OPT+S $860.35 3,740 $3,217,696 4,727
2023-02-17 00:04 2023-02-15 HZO MARINEMAX INC White Rebecca Director SELL $31.25 5,579 $174,344 17,172
2023-02-11 00:10 2023-02-08 HZO MARINEMAX INC Cassella Anthony E. Jr. Officer SELL $31.02 5,000 $155,100 8,060
2023-02-10 03:30 2023-02-07 ONEW OneWater Marine Inc. Singleton Philip Austin Jr. Director, Officer BUY $28.92 2,500 $72,300 537,805
2023-02-10 03:43 2023-02-07 ONEW OneWater Marine Inc. ROY J STEVEN Director BUY $28.85 2,000 $57,700 6,491
2023-02-09 05:10 2023-02-06 ONEW OneWater Marine Inc. LEGLER MITCHELL W Director BUY $29.10 7,000 $203,684 66,656
2023-02-03 00:18 2023-01-31 HZO MARINEMAX INC Moore Clint Director SELL $30.66 5,000 $153,300 25,500
2023-01-12 05:26 2023-01-09 AZO AUTOZONE INC RHODES WILLIAM C III Director, Officer SELL $2,443.31 5,000 $12,216,560 0
2023-01-07 00:05 2023-01-05 AZO AUTOZONE INC McGee Grant E. Officer OPT+S $2,450.00 1,700 $4,165,000 246
2023-01-07 00:05 2023-01-04 AZO AUTOZONE INC Daniele Philip B. Officer OPT+S $2,450.34 4,320 $10,585,468 570
2023-01-07 00:05 2023-01-05 AZO AUTOZONE INC MRKONIC GEORGE R JR Director SELL $2,441.21 138 $337,693 3,764
2022-12-23 22:36 2022-12-22 AZO AUTOZONE INC McGee Grant E. Officer OPT+S $2,400.00 500 $1,200,000 244
2022-12-22 02:49 2022-12-19 ONEW OneWater Marine Inc. Singleton Philip Austin Jr. Director, Officer BUY $30.44 3,435 $104,546 535,305
2022-12-15 02:21 2022-12-14 PRTS CarParts.com, Inc. BARNES JIM Director BUY $6.12 24,600 $150,552 66,597
2022-12-15 00:04 2022-12-12 AZO AUTOZONE INC RHODES WILLIAM C III Director, Officer SELL $2,451.51 2,500 $6,128,770 1,176
2022-12-13 05:12 2022-12-08 ONEW OneWater Marine Inc. Singleton Philip Austin Jr. Director, Officer BUY $31.21 946 $29,527 531,870
2022-12-10 00:14 2022-12-07 AZO AUTOZONE INC Murphy John Scott Officer OPT+S $2,453.19 2,070 $5,078,111 1,163
2022-12-10 00:14 2022-12-08 AZO AUTOZONE INC PLEAS CHARLES III Officer OPT+S $2,475.25 6,454 $15,975,271 4,220
2022-12-06 00:31 2022-12-01 ORLY O REILLY AUTOMOTIVE INC TARRANT JASON LEE Officer OPT+S $856.81 1,500 $1,285,221 1,351
2022-12-01 00:30 2022-11-29 ORLY O REILLY AUTOMOTIVE INC Groves Jeffrey Lynn Officer SELL $848.00 500 $424,000 225
2022-11-24 00:33 2022-11-21 ORLY O REILLY AUTOMOTIVE INC ANDREWS JONATHAN WYATT Officer OPT+S $850.49 2,500 $2,126,237 602
2022-11-24 00:31 2022-11-21 ORLY O REILLY AUTOMOTIVE INC FLETCHER JEREMY ADAM Officer OPT+S $844.17 4,635 $3,912,735 2,284
2022-11-24 00:32 2022-11-21 ORLY O REILLY AUTOMOTIVE INC LAURO JEFFREY ALAN Officer OPT+S $850.00 1,175 $998,750 760
2022-11-22 02:06 2022-11-17 ONEW OneWater Marine Inc. Singleton Philip Austin Jr. Director, Officer BUY $31.45 6,000 $188,700 530,924
2022-11-19 00:32 2022-11-16 ORLY O REILLY AUTOMOTIVE INC ROGERS CHARLES FRANCIS Officer OPT+S $840.97 700 $588,681 1,240
2022-11-16 04:11 2022-11-15 PRTS CarParts.com, Inc. Lockwood Ryan Officer BUY $5.28 9,000 $47,520 29,283
2022-11-16 00:07 2022-11-14 PRTS CarParts.com, Inc. PHELPS BARRY Director BUY $5.13 5,000 $25,650 231,466
2022-11-15 01:20 2022-11-11 ORLY O REILLY AUTOMOTIVE INC ROGERS CHARLES FRANCIS Officer OPT+S $840.34 1,300 $1,092,440 1,240
2022-11-15 01:18 2022-11-09 ORLY O REILLY AUTOMOTIVE INC BECKHAM BRAD W Officer OPT+S $835.35 5,000 $4,176,754 644
2022-11-10 01:32 2022-11-07 ORLY O REILLY AUTOMOTIVE INC OREILLY LAWRENCE P Director SELL $834.88 11,000 $9,183,650 155,319
2022-11-10 01:30 2020-02-27 ORLY O REILLY AUTOMOTIVE INC OREILLY LAWRENCE P Director SELL $380.03 4,485 $1,704,438 171,812
SHOW ENTRIES

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.