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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
2024-08-23 04:42 2024-08-21 HNST Honest Company, Inc. Winchell Stephen Officer SELL $4.28 6,938 $29,695 414,736
2024-08-23 04:34 2024-08-21 HNST Honest Company, Inc. Sheehey Brendan Officer SELL $4.28 8,176 $34,993 517,861
2024-08-23 04:40 2024-08-21 HNST Honest Company, Inc. Loretta David Officer SELL $4.28 75,656 $323,808 987,757
2024-08-22 00:07 2024-08-19 NSIT INSIGHT ENTERPRISES INC Vasin Jennifer M Officer SELL $206.03 739 $152,259 5,460
2024-08-22 02:21 2024-08-19 CPNG Coupang, Inc. Sun Benjamin Director SELL $23.36 200,000 $4,672,000 1,969,421
2024-08-19 23:42 2024-08-15 AMZN Amazon.com, Inc. Herrington Douglas J Officer OPT+S $175.29 5,502 $964,456 512,004
2024-08-15 23:59 2024-08-14 CPNG Coupang, Inc. Kolari Pranam Officer SELL $22.63 6,235 $141,098 164,121
2024-08-16 03:37 2024-08-13 CPNG Coupang, Inc. GREENOAKS CAPITAL PARTNERS LLC Director BUY $22.42 501,300 $11,237,191 50,376,224
2024-08-16 00:27 2024-08-13 HNST Honest Company, Inc. WHITE JAMES D Director SELL $3.98 70,000 $278,600 309,244
2024-08-14 23:56 2024-08-13 CPNG Coupang, Inc. Anand Gaurav Officer SELL $22.75 200,000 $4,550,000 1,937,500
2024-08-15 00:51 2024-08-14 BYON BED BATH & BEYOND, INC. Nettles William Benjamin JR Director SELL $9.35 10,412 $97,352 11,368
2024-08-14 23:41 2024-08-14 BYON BED BATH & BEYOND, INC. LEMONIS MARCUS Director, Officer BUY $9.13 10,952 $99,992 208,545
2024-08-13 04:13 2024-08-08 CPNG Coupang, Inc. GREENOAKS CAPITAL PARTNERS LLC Director BUY $22.34 950,000 $21,227,275 49,874,924
2024-08-07 04:02 2024-08-02 CHWY Chewy, Inc. Bowman Stacy SELL $22.24 647 $14,389 245,561
2024-08-07 00:36 2024-08-02 CHWY Chewy, Inc. Mehta Satish Officer SELL $22.24 2,894 $64,360 573,463
2024-08-07 00:34 2024-08-02 CHWY Chewy, Inc. Singh Sumit Director, Officer SELL $22.24 15,658 $348,218 141,934
2024-08-05 23:30 2024-08-02 CPNG Coupang, Inc. Kolari Pranam Officer SELL $19.90 10,432 $207,597 170,356
2024-08-06 00:03 2024-08-02 W Wayfair Inc. Schaferkordt Anke Director SELL $48.12 420 $20,210 12,831
2024-08-05 16:10 2024-08-01 CDW CDW Corp MIRALLES ALBERT JOSEPH JR Officer BUY $216.62 1,050 $227,449 16,876
2024-08-05 16:10 2024-08-01 CDW CDW Corp LEAHY CHRISTINE A Director, Officer BUY $216.15 1,200 $259,380 102,200
2024-08-05 13:05 2024-08-02 BYON BED BATH & BEYOND, INC. TABACCO JOSEPH J JR Director BUY $10.26 10,000 $102,600 95,058
2024-08-05 23:30 2024-08-01 AMZN Amazon.com, Inc. Herrington Douglas J Officer SELL $189.25 3,500 $662,375 503,753
2024-08-02 02:26 2024-08-01 BYON BED BATH & BEYOND, INC. Corbus Barclay F Director BUY $10.66 5,000 $53,300 66,668
2024-07-31 00:38 2024-07-26 TDUP ThredUp Inc. Nakache Patricia Director SELL $2.06 129,398 $266,521 0
2024-07-26 02:15 2024-07-23 TDUP ThredUp Inc. Nakache Patricia Director SELL $2.05 18,378 $37,675 0
2024-07-23 00:03 2024-07-18 TDUP ThredUp Inc. Nakache Patricia Director SELL $2.05 63,543 $130,263 0
2024-07-19 23:12 2024-07-17 TDUP ThredUp Inc. Reinhart James G. Director, Officer SELL $2.00 10,600 $21,223 841,249
2024-07-19 23:12 2024-07-17 TDUP ThredUp Inc. Rotem Alon Officer SELL $2.01 23,342 $46,871 218,048
2024-07-18 23:24 2024-07-17 SFIX Stitch Fix, Inc. O'Connor Casey Officer SELL $4.96 3,045 $15,103 447,175
2024-07-19 00:56 2024-07-16 CDW CDW Corp Chawla Sona Officer OPT+S $240.45 18,437 $4,433,121 22,428
2024-07-18 02:28 2024-07-16 SFIX Stitch Fix, Inc. Baer Matt Director, Officer SELL $5.00 44,230 $221,150 973,769
2024-07-18 02:56 2024-07-16 SFIX Stitch Fix, Inc. Lake Katrina Director SELL $5.01 537,007 $2,689,922 0
2024-07-18 02:57 2024-07-15 TDUP ThredUp Inc. Nakache Patricia Director SELL $1.79 66,996 $119,923 0
2024-07-16 23:49 2024-07-15 W Wayfair Inc. Blotner Jon Officer SELL $56.09 4,395 $246,516 43,926
2024-07-15 23:14 2024-07-11 AMZN Amazon.com, Inc. BEZOS JEFFREY P Director, Officer, 10% owner SELL $200.03 403,974 $80,806,192 928,029,899
2024-07-13 03:15 2024-07-10 TDUP ThredUp Inc. Nakache Patricia Director SELL $1.78 183,005 $325,108 0
2024-07-12 00:18 2024-07-09 SFIX Stitch Fix, Inc. Bacos Anthony Officer SELL $4.13 42,381 $174,953 627,957
2024-07-11 23:09 2024-07-09 AMZN Amazon.com, Inc. BEZOS JEFFREY P Director, Officer, 10% owner SELL $200.11 2,262,411 $452,723,147 928,433,873
2024-07-11 03:03 2024-07-08 DIBS 1stdibs.com, Inc. Etergino Thomas J Officer SELL $4.40 4,500 $19,821 111,200
2024-07-10 00:08 2024-07-08 W Wayfair Inc. Shah Niraj Director, Officer, 10% owner SELL $52.62 10,000 $526,171 209,137
2024-07-10 00:05 2024-07-08 W Wayfair Inc. Conine Steven Director, Officer, 10% owner SELL $52.63 10,000 $526,250 209,073
2024-07-09 23:22 2024-07-05 AMZN Amazon.com, Inc. BEZOS JEFFREY P Director, Officer, 10% owner SELL $200.15 4,314,109 $863,487,467 930,696,284
2024-07-06 00:38 2024-07-03 W Wayfair Inc. Blotner Jon Officer SELL $51.61 4,831 $249,350 48,321
2024-07-06 00:36 2024-07-03 W Wayfair Inc. Gulliver Kate Officer SELL $51.62 5,845 $301,733 95,088
2024-07-06 00:33 2024-07-03 W Wayfair Inc. Netzer Thomas Officer SELL $51.68 6,630 $342,652 150,609
2024-07-06 00:30 2024-07-03 W Wayfair Inc. Tan Fiona Officer SELL $51.77 8,015 $414,941 56,059
2024-07-05 23:15 2024-07-02 AMZN Amazon.com, Inc. BEZOS JEFFREY P Director, Officer, 10% owner SELL $200.07 1,664,886 $333,097,738 935,010,393
2024-07-03 23:26 2024-07-02 CPNG Coupang, Inc. Kolari Pranam Officer SELL $21.13 673 $14,220 180,788
2024-07-04 00:06 2024-07-02 W Wayfair Inc. Blotner Jon Officer OPT+S $50.95 4,801 $244,611 53,152
2024-07-03 23:57 2024-07-02 W Wayfair Inc. Gulliver Kate Officer OPT+S $50.82 5,825 $296,027 100,933
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.