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Sector Analysis

Retail-Eating & Drinking Places

Standard Industrial Classification: SIC 5810

Industry Insider Sentiment Analysis

The Retail-Eating & Drinking Places sector (SIC 5810) 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
2024-05-15 18:59 2024-05-14 BROS Dutch Bros Inc. Boersma Travis Director, Officer, 10% owner SELL $36.15 136,875 $4,947,949 1,259,275
2024-05-16 02:34 2024-05-13 BROS Dutch Bros Inc. TSG7 A Management LLC 10% owner SELL $34.65 13,166,227 $456,209,766 0
2024-05-14 19:05 2024-05-13 BROS Dutch Bros Inc. DM Individual Aggregator, LLC 10% owner SELL $36.02 27,224 $980,562 1,281,743
2024-05-14 19:04 2024-05-13 BROS Dutch Bros Inc. DM Trust Aggregator, LLC 10% owner SELL $36.02 27,135 $977,362 2,116,783
2024-05-14 19:01 2024-05-13 BROS Dutch Bros Inc. Boersma Travis Director, Officer, 10% owner SELL $36.02 54,359 $1,957,924 1,281,743
2024-05-13 20:41 2024-05-10 BROS Dutch Bros Inc. DM Individual Aggregator, LLC 10% owner SELL $36.03 57,692 $2,078,897 1,308,967
2024-05-13 20:39 2024-05-10 BROS Dutch Bros Inc. DM Trust Aggregator, LLC 10% owner SELL $36.03 57,586 $2,074,858 2,143,918
2024-05-13 20:37 2024-05-10 BROS Dutch Bros Inc. Boersma Travis Director, Officer, 10% owner SELL $36.03 115,278 $4,153,755 1,308,967
2024-05-11 00:00 2024-05-09 WEN Wendy's Co Loredo Juan Carlos Officer OPT+S $19.50 44,806 $873,717 27,586
2024-05-03 23:08 2024-05-01 SHAK Shake Shack Inc. Flug Jeffrey Director, 10% owner SELL $104.55 304 $31,783 3,450
2024-04-25 01:59 2024-04-22 SBUX STARBUCKS CORP KELLY SARA Officer SELL $88.00 250 $22,000 46,441
2024-04-18 00:33 2024-04-15 SBUX STARBUCKS CORP Conway Michael Aaron Officer SELL $85.39 3,250 $277,518 81,199
2024-04-18 03:18 2024-04-17 CNNE Cannae Holdings, Inc. Massey Richard N Director, Officer SELL $19.63 30,000 $588,900 274,367
2024-04-12 03:44 2024-04-09 CNNE Cannae Holdings, Inc. Massey Richard N Director, Officer SELL $20.71 100,000 $2,071,060 304,367
2024-04-10 02:12 2024-04-05 CNNE Cannae Holdings, Inc. Massey Richard N Director, Officer SELL $20.57 23,050 $474,081 404,367
2024-04-09 01:16 2024-04-04 SHAK Shake Shack Inc. Flug Jeffrey Director, 10% owner SELL $103.01 304 $31,315 3,754
2024-03-29 02:02 2024-03-26 BROS Dutch Bros Inc. TSG7 A Management LLC 10% owner SELL $33.88 8,000,000 $271,000,000 0
2024-03-26 01:17 2024-03-21 SBUX STARBUCKS CORP KELLY SARA Officer SELL $92.63 250 $23,158 46,924
2024-03-22 17:47 2024-03-21 BROS Dutch Bros Inc. Maxwell Brian Officer SELL $35.12 36,026 $1,265,233 1,003,620
2024-03-22 17:46 2024-03-21 BROS Dutch Bros Inc. Boersma Travis Director, Officer, 10% owner SELL $36.04 98,017 $3,532,523 672,439
2024-03-22 17:44 2024-03-21 BROS Dutch Bros Inc. DM Trust Aggregator, LLC 10% owner SELL $36.04 49,218 $1,773,797 1,051,178
2024-03-22 17:43 2024-03-21 BROS Dutch Bros Inc. DM Individual Aggregator, LLC 10% owner SELL $36.04 48,799 $1,758,726 672,439
2024-03-15 22:21 2024-03-14 BROS Dutch Bros Inc. Maxwell Brian Officer SELL $35.00 1,474 $51,590 1,039,646
2024-03-14 22:29 2024-03-13 BROS Dutch Bros Inc. Boersma Travis Director, Officer, 10% owner SELL $34.31 296,603 $10,176,627 721,238
2024-03-14 22:27 2024-03-13 BROS Dutch Bros Inc. DM Individual Aggregator, LLC 10% owner SELL $34.28 102,292 $3,506,662 721,238
2024-03-14 22:26 2024-03-13 BROS Dutch Bros Inc. DM Trust Aggregator, LLC 10% owner SELL $34.33 194,311 $6,669,958 1,100,396
2024-03-13 23:49 2024-03-11 BROS Dutch Bros Inc. DM Trust Aggregator, LLC 10% owner SELL $32.80 302,381 $9,919,367 1,294,707
2024-03-13 23:48 2024-03-11 BROS Dutch Bros Inc. DM Individual Aggregator, LLC 10% owner SELL $32.70 210,074 $6,868,453 823,530
2024-03-13 23:46 2024-03-11 BROS Dutch Bros Inc. Boersma Travis Director, Officer, 10% owner SELL $32.76 512,455 $16,787,821 823,530
2024-03-13 23:44 2024-03-12 BROS Dutch Bros Inc. Maxwell Brian Officer SELL $33.02 37,500 $1,238,250 1,041,120
2024-03-06 20:39 2024-03-04 BROS Dutch Bros Inc. Boersma Travis Director, Officer, 10% owner SELL $30.31 389,406 $11,804,337 1,033,604
2024-03-06 20:36 2024-03-04 BROS Dutch Bros Inc. DM Trust Aggregator, LLC 10% owner SELL $30.28 240,490 $7,282,759 1,597,088
2024-03-06 20:34 2024-03-04 BROS Dutch Bros Inc. DM Individual Aggregator, LLC 10% owner SELL $30.36 148,916 $4,521,581 1,033,604
2024-03-07 02:18 2024-03-04 SBUX STARBUCKS CORP Ruggeri Rachel Officer SELL $93.06 3,221 $299,746 69,181
2024-03-07 02:27 2024-03-04 SHAK Shake Shack Inc. Flug Jeffrey Director, 10% owner SELL $108.05 304 $32,846 4,058
2024-03-06 02:00 2024-03-01 BROS Dutch Bros Inc. TSG7 A Management LLC 10% owner SELL $28.90 8,000,000 $231,200,000 0
2024-03-06 02:12 2024-03-01 SHAK Shake Shack Inc. Meyer Daniel Harris Director, 10% owner SELL $106.34 40,000 $4,253,628 480,437
2024-03-02 03:41 2024-03-01 WEN Wendy's Co GILBERT KENNETH W Director SELL $18.07 4,500 $81,315 31,304
2024-02-28 23:54 2024-02-26 BROS Dutch Bros Inc. DM Trust Aggregator, LLC 10% owner SELL $29.08 126,886 $3,689,439 1,837,578
2024-02-28 23:52 2024-02-26 BROS Dutch Bros Inc. DM Individual Aggregator, LLC 10% owner SELL $30.01 7,267 $218,075 1,182,520
2024-02-28 23:51 2024-02-26 BROS Dutch Bros Inc. Boersma Travis Director, Officer, 10% owner SELL $29.13 134,153 $3,907,515 1,182,520
2024-02-28 02:34 2024-02-23 SHAK Shake Shack Inc. Meyer Daniel Harris Director, 10% owner SELL $100.12 30,000 $3,003,495 520,437
2024-02-27 02:24 2024-02-22 BROS Dutch Bros Inc. Boersma Travis Director, Officer, 10% owner SELL $28.22 941,176 $26,564,316 1,189,787
2024-02-27 01:32 2024-02-22 BROS Dutch Bros Inc. DM Individual Aggregator, LLC 10% owner SELL $28.17 391,399 $11,026,845 1,189,787
2024-02-27 01:29 2024-02-22 BROS Dutch Bros Inc. DM Trust Aggregator, LLC 10% owner SELL $28.26 549,777 $15,537,523 1,964,464
2024-02-23 02:24 2024-02-21 SBUX STARBUCKS CORP KELLY SARA Officer SELL $93.86 250 $23,465 46,963
2024-02-21 01:57 2024-02-15 SHAK Shake Shack Inc. Meyer Daniel Harris Director, 10% owner SELL $95.25 30,000 $2,857,440 550,437
2024-02-21 02:24 2024-02-15 SHAK Shake Shack Inc. Flug Jeffrey Director, 10% owner SELL $93.57 1,074 $100,497 4,362
2024-02-17 02:36 2024-02-15 SBUX STARBUCKS CORP Conway Michael Aaron Officer SELL $94.03 3,250 $305,598 84,153
2024-02-08 01:52 2024-02-05 SHAK Shake Shack Inc. Flug Jeffrey Director, 10% owner SELL $76.05 152 $11,560 5,436
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Retail-Eating & Drinking Places sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (5810) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Retail-Eating & Drinking Places

Every transaction in the Retail-Eating & Drinking Places 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.