Retail-Eating Places
Standard Industrial Classification: SIC 5812
Industry Insider Sentiment Analysis
The Retail-Eating Places sector (SIC 5812) acts as a critical barometer for broader economic health. Our real-time monitoring reveals 7724 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-18 03:47 | 2026-02-12 | MCD | MCDONALDS CORP | Kempczinski Christopher J | Director, Officer | OPT+S | $332.45 | 52,553 | $17,470,982 | 22,900 |
| 2026-02-18 03:47 | 2026-02-12 | MCD | MCDONALDS CORP | Flatley Edith Morgan | Officer | OPT+S | $331.00 | 4,692 | $1,553,052 | 6,200 |
| 2026-02-18 00:21 | 2026-02-17 | YUM | YUM BRANDS INC | Skeans Tracy L | Officer | SELL | $160.39 | 8,311 | $1,332,990 | 5,334 |
| 2026-02-17 19:01 | 2026-02-13 | YUM | YUM BRANDS INC | Mezvinsky Scott | Officer | SELL | $164.63 | 1,612 | $265,384 | 0 |
| 2026-02-17 14:45 | 2026-02-13 | YUMC | Yum China Holdings, Inc. | Wat Joey | Director, Officer | SELL | $55.18 | 104,000 | $5,738,720 | 433,306 |
| 2026-02-13 00:30 | 2026-02-11 | EAT | BRINKER INTERNATIONAL, INC | Katzman James C | Director | SELL | $164.19 | 447 | $73,393 | 28,994 |
| 2026-02-12 16:47 | 2026-02-11 | YUMC | Yum China Holdings, Inc. | Wat Joey | Director, Officer | OPT+S | $57.01 | 4,613 | $262,987 | 537,306 |
| 2026-02-11 23:53 | 2026-02-10 | MCD | MCDONALDS CORP | Erlinger Joseph M. | Officer | OPT+S | $325.25 | 2,626 | $854,107 | 5,398 |
| 2026-02-11 00:17 | 2026-02-06 | EAT | BRINKER INTERNATIONAL, INC | Fuller Daniel S | Officer | OPT+S | $167.64 | 4,042 | $677,601 | 40,087 |
| 2026-02-11 00:16 | 2026-02-09 | EAT | BRINKER INTERNATIONAL, INC | Comings Douglas N. | Officer | SELL | $171.48 | 1,300 | $222,924 | 11,077 |
| 2026-02-11 00:13 | 2026-02-06 | CMG | CHIPOTLE MEXICAN GRILL INC | Garner Curtis E | Officer | OPT+S | $40.01 | 61,077 | $2,443,856 | 298,360 |
| 2026-02-07 00:15 | 2026-02-05 | EAT | BRINKER INTERNATIONAL, INC | Ware Michaela M | Officer | SELL | $162.40 | 5,000 | $812,000 | 19,923 |
| 2026-02-06 18:32 | 2026-02-05 | YUM | YUM BRANDS INC | Powell Aaron | Officer | SELL | $161.44 | 12,000 | $1,937,280 | 14,650 |
| 2026-02-06 14:09 | 2026-02-05 | YUMC | Yum China Holdings, Inc. | Zhang Leila | Officer | OPT+S | $55.25 | 5,193 | $286,913 | 59,825 |
| 2026-02-06 14:07 | 2026-02-05 | YUMC | Yum China Holdings, Inc. | DING Jerry | Officer | SELL | $55.14 | 3,000 | $165,420 | 915 |
| 2026-02-06 00:15 | 2026-02-04 | EAT | BRINKER INTERNATIONAL, INC | White Aaron M | Officer | SELL | $165.00 | 7,000 | $1,155,000 | 42,756 |
| 2026-02-05 00:17 | 2026-02-03 | EAT | BRINKER INTERNATIONAL, INC | Felix George S | Officer | SELL | $161.00 | 10,431 | $1,679,391 | 8,064 |
| 2026-02-04 00:18 | 2026-02-02 | EAT | BRINKER INTERNATIONAL, INC | Hood Ramona | Director | SELL | $161.32 | 400 | $64,528 | 9,066 |
| 2026-02-03 20:46 | 2026-01-30 | FAT | Fat Brands, Inc | HOT GFG LLC | 10% owner | SELL | $0.27 | 1,794,766 | $485,843 | 0 |
| 2026-02-03 00:52 | 2026-01-29 | EAT | BRINKER INTERNATIONAL, INC | Hochman Kevin | Director, Officer | SELL | $160.31 | 66,000 | $10,580,460 | 129,824 |
| 2026-02-03 00:50 | 2026-01-29 | EAT | BRINKER INTERNATIONAL, INC | EDELMAN HARRIET | Director | SELL | $159.00 | 8,400 | $1,335,600 | 21,004 |
| 2026-01-30 00:10 | 2026-01-27 | CAVA | CAVA GROUP, INC. | Tolivar Tricia K. | Officer | SELL | $62.14 | 2,404 | $149,391 | 231,934 |
| 2026-01-30 00:10 | 2026-01-27 | CAVA | CAVA GROUP, INC. | Schulman Brett | Director, Officer | SELL | $62.14 | 4,542 | $282,252 | 802,783 |
| 2026-01-30 00:10 | 2026-01-27 | CAVA | CAVA GROUP, INC. | Xenohristos Theodoros | Director, Officer | SELL | $62.14 | 1,039 | $64,566 | 332,205 |
| 2026-01-30 00:10 | 2026-01-27 | CAVA | CAVA GROUP, INC. | Phillips Adam David | Officer | SELL | $62.14 | 774 | $48,099 | 10,435 |
| 2026-01-30 00:10 | 2026-01-27 | CAVA | CAVA GROUP, INC. | Bertram Kenneth Robert | Officer | SELL | $62.14 | 994 | $61,770 | 49,122 |
| 2026-01-30 00:10 | 2026-01-27 | CAVA | CAVA GROUP, INC. | Costanza Kelly | Officer | SELL | $62.14 | 1,707 | $106,077 | 119,139 |
| 2026-01-29 01:25 | 2026-01-28 | JACK | JACK IN THE BOX INC | Tucker Lance F. | Director, Officer | SELL | $21.83 | 3,150 | $68,765 | 204,068 |
| 2026-01-27 17:19 | 2026-01-23 | DRI | DARDEN RESTAURANTS INC | SONSTEBY CHARLES M | Director | SELL | $205.32 | 3,123 | $641,210 | 19,351 |
| 2026-01-27 00:46 | 2026-01-22 | DRI | DARDEN RESTAURANTS INC | King Sarah H. | Officer | SELL | $206.65 | 4,605 | $951,636 | 671 |
| 2026-01-27 00:11 | 2026-01-22 | FWRG | First Watch Restaurant Group, Inc. | Kussell William A | Director | OPT+S | $17.00 | 6,165 | $104,805 | 26,402 |
| 2026-01-24 00:14 | 2026-01-21 | CAVA | CAVA GROUP, INC. | Xenohristos Theodoros | Director, Officer | SELL | $67.41 | 965 | $65,051 | 333,244 |
| 2026-01-24 00:14 | 2026-01-21 | CAVA | CAVA GROUP, INC. | Schulman Brett | Director, Officer | SELL | $67.41 | 21,650 | $1,459,427 | 807,325 |
| 2026-01-24 00:14 | 2026-01-21 | CAVA | CAVA GROUP, INC. | Tolivar Tricia K. | Officer | SELL | $67.41 | 2,204 | $148,572 | 234,338 |
| 2026-01-24 00:14 | 2026-01-21 | CAVA | CAVA GROUP, INC. | Costanza Kelly | Officer | SELL | $67.41 | 1,702 | $114,732 | 120,846 |
| 2026-01-24 00:14 | 2026-01-21 | CAVA | CAVA GROUP, INC. | Bertram Kenneth Robert | Officer | SELL | $67.41 | 1,074 | $72,398 | 50,116 |
| 2026-01-23 04:00 | 2026-01-20 | TXRH | Texas Roadhouse, Inc. | Morgan Gerald L. | Director, Officer | SELL | $196.00 | 5,000 | $980,000 | 91,774 |
| 2026-01-22 00:00 | 2026-01-16 | KRUS | KURA SUSHI USA, INC. | UBA HAJIME | Director, Officer | OPT+S | $72.93 | 9,874 | $720,131 | 6,026 |
| 2026-01-21 18:11 | 2026-01-16 | DRI | DARDEN RESTAURANTS INC | Wilkerson John W. | Officer | SELL | $213.00 | 2,258 | $480,954 | 17,784 |
| 2026-01-21 00:30 | 2026-01-16 | PLAY | Dave & Buster's Entertainment, Inc. | Rodriguez Rodolfo Jr | Officer | BUY | $20.10 | 730 | $14,673 | 14,500 |
| 2026-01-20 22:43 | 2026-01-15 | DRI | DARDEN RESTAURANTS INC | Vennam Rajesh | Officer | OPT+S | $214.12 | 6,774 | $1,450,419 | 9,040 |
| 2026-01-16 19:05 | 2026-01-14 | DRI | DARDEN RESTAURANTS INC | Connelly Susan M. | Officer | SELL | $207.36 | 2,635 | $546,394 | 4,098 |
| 2026-01-15 04:00 | 2026-01-12 | TXRH | Texas Roadhouse, Inc. | Morgan Gerald L. | Director, Officer | SELL | $187.13 | 5,000 | $935,650 | 96,774 |
| 2026-01-15 00:57 | 2026-01-13 | DRI | DARDEN RESTAURANTS INC | Burrowes Todd | Officer | SELL | $207.12 | 7,103 | $1,471,165 | 44,252 |
| 2026-01-13 21:19 | 2026-01-12 | MCD | MCDONALDS CORP | Erlinger Joseph M. | Officer | OPT+S | $306.58 | 2,626 | $805,079 | 5,398 |
| 2026-01-09 00:32 | 2026-01-07 | QSR | Restaurant Brands International Inc. | Granat Jill | Officer | SELL | $67.44 | 1,925 | $129,828 | 458,280 |
| 2026-01-09 00:32 | 2026-01-07 | QSR | Restaurant Brands International Inc. | Friesner Jacqueline | Officer | SELL | $67.44 | 816 | $55,015 | 187,069 |
| 2026-01-09 00:32 | 2026-01-07 | QSR | Restaurant Brands International Inc. | Kobza Joshua | Officer | SELL | $67.44 | 3,443 | $232,220 | 952,620 |
| 2026-01-09 00:32 | 2026-01-07 | QSR | Restaurant Brands International Inc. | CURTIS THOMAS BENJAMIN | Officer | SELL | $67.44 | 1,172 | $79,012 | 76,410 |
| 2026-01-09 00:32 | 2026-01-07 | QSR | Restaurant Brands International Inc. | SANTELMO THIAGO T | Officer | SELL | $67.44 | 699 | $47,152 | 64,088 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Retail-Eating Places sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (5812) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Retail-Eating Places
Every transaction in the Retail-Eating 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.