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Sector Analysis

Retail-Catalog & Mail-Order Houses

Standard Industrial Classification: SIC 5961

Industry Insider Sentiment Analysis

The Retail-Catalog & Mail-Order Houses sector (SIC 5961) 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
2024-11-15 00:27 2024-11-12 AMZN Amazon.com, Inc. BEZOS JEFFREY P Director, Officer SELL $207.99 3,300,720 $686,521,374 911,119,894
2024-11-14 02:16 2024-11-11 CPNG Coupang, Inc. Kim Bom Director, Officer, 10% owner SELL $22.97 15,000,000 $344,550,000 2,000,000
2024-11-14 05:30 2024-11-12 TDUP ThredUp Inc. NOVA DANIEL J Director BUY $0.99 8,921 $8,815 8,921
2024-11-13 05:15 2024-11-07 CPNG Coupang, Inc. GREENOAKS CAPITAL PARTNERS LLC Director BUY $24.28 2,250,199 $54,632,131 52,926,423
2024-11-13 00:30 2024-11-07 AMZN Amazon.com, Inc. RUBINSTEIN JONATHAN Director SELL $209.85 4,766 $1,000,145 94,630
2024-11-13 00:24 2024-11-08 AMZN Amazon.com, Inc. BEZOS JEFFREY P Director, Officer, 10% owner SELL $207.80 5,992,724 $1,245,279,657 914,420,614
2024-11-09 00:38 2024-11-07 CPNG Coupang, Inc. Kolari Pranam Officer SELL $24.27 5,494 $133,339 146,040
2024-11-09 00:30 2024-11-06 RVLV Revolve Group, Inc. Timmermans Jesse Officer OPT+S $30.72 91,625 $2,814,720 3,054
2024-11-09 00:47 2024-11-06 AMZN Amazon.com, Inc. BEZOS JEFFREY P Director, Officer, 10% owner SELL $205.48 5,992,724 $1,231,381,332 920,413,338
2024-11-07 00:31 2024-11-04 CPNG Coupang, Inc. Kolari Pranam Officer SELL $25.36 11,631 $294,962 151,534
2024-11-07 03:03 2024-11-04 RVLV Revolve Group, Inc. Mente Michael Director, Officer, 10% owner SELL $30.21 257,476 $7,777,346 0
2024-11-07 03:02 2024-11-04 RVLV Revolve Group, Inc. Karanikolas Michael Director, Officer, 10% owner SELL $30.21 257,476 $7,777,346 0
2024-11-07 02:56 2024-11-04 RVLV Revolve Group, Inc. MMMK Development, Inc. 10% owner SELL $30.21 257,476 $7,777,346 0
2024-11-07 00:51 2024-11-04 AMZN Amazon.com, Inc. Alexander Keith Brian Director SELL $196.37 900 $176,733 3,860
2024-11-06 02:55 2024-11-04 W Wayfair Inc. Schaferkordt Anke Director SELL $40.92 397 $16,245 12,434
2024-11-06 00:44 2024-11-01 AMZN Amazon.com, Inc. RUBINSTEIN JONATHAN Director SELL $199.85 5,004 $1,000,049 99,396
2024-11-06 00:39 2024-11-01 AMZN Amazon.com, Inc. Herrington Douglas J Officer SELL $198.96 3,500 $696,360 510,660
2024-11-06 00:31 2024-11-01 AMZN Amazon.com, Inc. BEZOS JEFFREY P Director, Officer, 10% owner SELL $200.07 1,068,452 $213,760,597 926,406,062
2024-10-29 13:45 2024-10-28 BYON BED BATH & BEYOND, INC. LEMONIS MARCUS Director, Officer BUY $7.00 71,428 $499,996 436,958
2024-10-28 13:46 2024-10-27 BYON BED BATH & BEYOND, INC. LEMONIS MARCUS Director, Officer BUY $6.37 156,985 $999,994 365,530
2024-10-23 21:23 2024-09-09 GIFT GIFTIFY, INC. Wellisch Balazs Officer BUY $1.49 36,000 $53,701 1,040,217
2024-10-22 13:02 2024-10-18 GIFT GIFTIFY, INC. Thakker Ketan Director, Officer BUY $1.49 10,000 $14,900 2,694,208
2024-10-18 01:34 2024-10-15 RVLV Revolve Group, Inc. Mente Michael Director, Officer, 10% owner SELL $26.19 117,624 $3,080,514 0
2024-10-18 01:34 2024-10-15 RVLV Revolve Group, Inc. Karanikolas Michael Director, Officer, 10% owner SELL $26.19 117,624 $3,080,514 0
2024-10-18 01:33 2024-10-15 RVLV Revolve Group, Inc. MMMK Development, Inc. 10% owner SELL $26.19 117,624 $3,080,514 0
2024-10-16 03:24 2024-10-14 W Wayfair Inc. Blotner Jon Officer SELL $53.60 4,600 $246,560 52,078
2024-10-15 23:30 2024-10-15 CHWY Chewy, Inc. Argos Holdings GP LLC 10% owner SELL $29.40 1,250,000 $36,750,000 0
2024-10-16 00:12 2024-10-11 DIBS 1stdibs.com, Inc. Etergino Thomas J Officer SELL $4.53 921 $4,168 126,180
2024-10-11 04:08 2024-10-08 DIBS 1stdibs.com, Inc. Etergino Thomas J Officer SELL $4.50 4,579 $20,615 127,101
2024-10-04 23:22 2024-10-02 CPNG Coupang, Inc. Kolari Pranam Officer SELL $24.23 956 $23,164 163,165
2024-10-05 00:24 2024-10-03 W Wayfair Inc. Blotner Jon Officer SELL $52.15 6,139 $320,149 56,678
2024-10-05 00:17 2024-10-03 W Wayfair Inc. Gulliver Kate Officer SELL $52.17 7,426 $387,406 110,521
2024-10-05 00:21 2024-10-03 W Wayfair Inc. Netzer Thomas Officer SELL $52.15 8,555 $446,180 170,625
2024-10-05 00:33 2024-10-03 W Wayfair Inc. Tan Fiona Officer SELL $52.15 10,179 $530,855 74,476
2024-10-05 00:23 2024-10-03 GIFT GIFTIFY, INC. Handy Steve Officer BUY $10,527.27 8,821 $92,861,092 225,620
2024-10-04 03:45 2024-10-02 W Wayfair Inc. Blotner Jon Officer OPT+S $53.07 6,055 $321,350 62,817
2024-10-04 03:54 2024-10-02 W Wayfair Inc. Gulliver Kate Officer OPT+S $53.05 7,330 $388,875 117,947
2024-10-04 03:49 2024-10-02 W Wayfair Inc. Netzer Thomas Officer OPT+S $53.06 8,435 $447,547 179,180
2024-10-04 03:40 2024-10-02 W Wayfair Inc. Tan Fiona Officer OPT+S $53.06 10,040 $532,742 84,655
2024-10-03 21:30 2024-10-01 GIFT GIFTIFY, INC. Handy Steve Officer BUY $33,442.00 16,799 $561,792,158 216,799
2024-10-03 23:19 2024-10-01 AMZN Amazon.com, Inc. Herrington Douglas J Officer SELL $184.80 3,500 $646,800 514,160
2024-09-26 23:40 2024-09-24 AMZN Amazon.com, Inc. Zapolsky David Officer SELL $195.00 2,190 $427,050 62,420
2024-09-23 23:30 2024-09-23 CHWY Chewy, Inc. Argos Holdings GP LLC 10% owner SELL $29.40 26,870,748 $789,999,991 0
2024-09-21 01:12 2024-09-18 RVLV Revolve Group, Inc. Mente Michael Director, Officer, 10% owner SELL $25.92 6,949 $180,123 0
2024-09-21 01:11 2024-09-18 RVLV Revolve Group, Inc. Karanikolas Michael Director, Officer, 10% owner SELL $25.92 6,949 $180,123 0
2024-09-21 01:09 2024-09-18 RVLV Revolve Group, Inc. MMMK Development, Inc. 10% owner SELL $25.92 6,949 $180,123 0
2024-09-20 23:47 2024-09-18 HNST Honest Company, Inc. THC Shared Abacus, LP 10% owner SELL $3.50 2,300,000 $8,050,000 9,869,803
2024-09-19 01:24 2024-09-17 W Wayfair Inc. Netzer Thomas Officer SELL $49.42 1,011 $49,964 151,802
2024-09-19 01:23 2024-09-16 DIBS 1stdibs.com, Inc. Rubinger Matthew Officer SELL $4.63 5,422 $25,101 32,611
2024-09-13 23:25 2024-09-13 SFIX Stitch Fix, Inc. Bacos Anthony Officer SELL $3.78 20,720 $78,322 579,707
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Retail-Catalog & Mail-Order Houses sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (5961) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Retail-Catalog & Mail-Order Houses

Every transaction in the Retail-Catalog & Mail-Order Houses 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.