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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
2024-02-21 04:00 2024-02-16 AMZN Amazon.com, Inc. Jassy Andrew R Director, Officer SELL $168.65 50,000 $8,432,500 2,014,055
2024-02-21 03:54 2024-02-15 AMZN Amazon.com, Inc. Herrington Douglas J Officer OPT+S $170.55 3,864 $659,005 505,626
2024-02-21 03:47 2024-02-15 AMZN Amazon.com, Inc. Selipsky Adam Officer OPT+S $169.40 11,256 $1,906,782 130,444
2024-02-21 03:23 2024-02-15 AMZN Amazon.com, Inc. BEZOS JEFFREY P Director, Officer, 10% owner SELL $168.95 14,006,906 $2,366,427,549 938,251,817
2024-02-16 00:28 2024-02-13 AMZN Amazon.com, Inc. BEZOS JEFFREY P Director, Officer, 10% owner SELL $169.50 11,997,698 $2,033,603,812 952,258,723
2024-02-15 00:32 2024-02-09 TDUP ThredUp Inc. Reinhart James G. Director, Officer SELL $2.06 5,091 $10,479 469,256
2024-02-15 00:29 2024-02-12 AMZN Amazon.com, Inc. Herrington Douglas J Officer SELL $175.00 14,300 $2,502,500 499,831
2024-02-14 00:41 2024-02-09 AMZN Amazon.com, Inc. RUBINSTEIN JONATHAN Director SELL $171.00 12,133 $2,074,743 115,220
2024-02-14 00:31 2024-02-09 AMZN Amazon.com, Inc. BEZOS JEFFREY P Director, Officer, 10% owner SELL $173.30 11,997,698 $2,079,210,662 964,256,421
2024-02-13 02:49 2024-02-08 W Wayfair Inc. Shah Niraj Director, Officer, 10% owner SELL $52.26 10,000 $522,607 259,137
2024-02-13 02:42 2024-02-08 W Wayfair Inc. Conine Steven Director, Officer, 10% owner SELL $52.26 10,000 $522,607 259,073
2024-02-13 02:40 2024-02-09 TDUP ThredUp Inc. GS INVESTMENT STRATEGIES, LLC 10% owner SELL $2.07 20,000 $41,400 4,030,718
2024-02-10 04:57 2024-02-07 AMZN Amazon.com, Inc. Herrington Douglas J Officer SELL $169.99 20,200 $3,433,752 514,131
2024-02-10 04:37 2024-02-07 AMZN Amazon.com, Inc. BEZOS JEFFREY P Director, Officer, 10% owner SELL $170.21 11,997,698 $2,042,160,570 976,254,119
2024-02-09 01:23 2024-02-06 TDUP ThredUp Inc. Reinhart James G. Director, Officer SELL $2.00 11,172 $22,361 474,347
2024-02-09 04:50 2024-02-06 TDUP ThredUp Inc. GS INVESTMENT STRATEGIES, LLC 10% owner SELL $2.00 2,200 $4,405 4,041,118
2024-02-08 01:40 2024-02-05 W Wayfair Inc. Blotner Jon Officer SELL $50.34 3,492 $175,787 32,118
2024-02-07 02:09 2024-02-02 CPNG Coupang, Inc. Kolari Pranam Officer SELL $13.88 2,356 $32,701 182,844
2024-02-07 00:09 2024-02-02 CHWY Chewy, Inc. Singh Sumit Director, Officer SELL $17.70 196,099 $3,470,952 108,112
2024-02-07 00:07 2024-02-02 CHWY Chewy, Inc. Mehta Satish Officer SELL $17.70 40,523 $717,257 557,058
2024-02-07 00:05 2024-02-02 CHWY Chewy, Inc. Bowman Stacy Officer SELL $17.70 1,120 $19,824 217,742
2024-02-06 03:38 2024-02-02 W Wayfair Inc. Schaferkordt Anke Director SELL $49.12 422 $20,730 13,599
2024-02-06 00:35 2024-02-01 AMZN Amazon.com, Inc. Selipsky Adam Officer SELL $162.36 1,000 $162,360 116,060
2024-02-03 04:10 2024-01-31 TDUP ThredUp Inc. GS INVESTMENT STRATEGIES, LLC 10% owner SELL $2.10 43,597 $91,405 4,042,318
2024-02-02 01:11 2024-02-01 GROV Grove Collaborative Holdings, Inc. Clark Christopher Director, Officer SELL $1.74 6,485 $11,288 87,306
2024-01-23 02:10 2023-12-15 SFIX Stitch Fix, Inc. Barkema Sarah Officer SELL $4.15 17,651 $73,165 134,914
2024-01-23 00:36 2024-01-18 AMZN Amazon.com, Inc. Selipsky Adam Officer SELL $153.32 1,000 $153,320 117,060
2024-01-20 01:37 2024-01-18 SFIX Stitch Fix, Inc. O'Connor Casey Officer SELL $3.24 4,692 $15,183 483,755
2024-01-12 04:00 2024-01-09 CHWY Chewy, Inc. Argos Holdings GP LLC 10% owner SELL $20.29 12,325,000 $250,074,250 0
2024-01-10 05:30 2024-01-08 W Wayfair Inc. Shah Niraj Director, Officer, 10% owner SELL $55.85 10,000 $558,549 269,137
2024-01-10 05:26 2024-01-08 W Wayfair Inc. Conine Steven Director, Officer, 10% owner SELL $55.87 10,000 $558,693 269,073
2024-01-10 04:16 2024-01-08 DIBS 1stdibs.com, Inc. Etergino Thomas J Officer SELL $4.98 4,500 $22,402 80,110
2024-01-09 00:44 2024-01-04 AMZN Amazon.com, Inc. Selipsky Adam Officer SELL $145.12 1,000 $145,120 118,060
2024-01-06 02:29 2024-01-03 W Wayfair Inc. Blotner Jon Officer SELL $55.00 10,091 $555,034 35,610
2024-01-06 02:35 2024-01-03 W Wayfair Inc. Gulliver Kate Officer SELL $55.00 11,386 $626,227 71,327
2024-01-06 02:42 2024-01-03 W Wayfair Inc. Netzer Thomas Officer SELL $55.02 13,435 $739,163 136,622
2024-01-06 03:02 2024-01-03 W Wayfair Inc. Tan Fiona Officer SELL $54.99 17,266 $949,533 104,185
2024-01-04 20:51 2024-01-02 GROV Grove Collaborative Holdings, Inc. Clark Christopher Director, Officer SELL $1.70 6,485 $11,044 93,791
2024-01-04 17:44 2024-01-03 HNST Honest Company, Inc. Warren Jessica Director, Officer SELL $2.94 50,659 $148,937 965,067
2024-01-04 17:43 2024-01-02 HNST Honest Company, Inc. Sheehey Brendan Officer SELL $3.18 4,495 $14,294 398,402
2024-01-05 02:46 2024-01-02 TDUP ThredUp Inc. Reinhart James G. Director, Officer SELL $2.27 11,612 $26,320 485,519
2024-01-04 01:56 2024-01-02 CPNG Coupang, Inc. Kim Tae Jung Officer SELL $16.00 5,350 $85,600 248,240
2023-12-27 00:35 2023-12-21 AMZN Amazon.com, Inc. Selipsky Adam Officer SELL $153.52 1,000 $153,515 119,060
2023-12-22 19:11 2023-12-20 DIBS 1stdibs.com, Inc. Hood Nancy Officer SELL $4.50 5,793 $26,069 72,747
2023-12-20 03:18 2023-12-18 W Wayfair Inc. Netzer Thomas Officer OPT+S $62.87 982 $61,738 118,715
2023-12-19 22:28 2023-12-15 DIBS 1stdibs.com, Inc. Hood Nancy Officer SELL $4.50 11,032 $49,677 78,540
2023-12-19 22:27 2023-12-18 DIBS 1stdibs.com, Inc. Rubinger Matthew Officer SELL $4.40 3,097 $13,636 11,701
2023-12-19 00:09 2023-12-14 CHWY Chewy, Inc. STAR JAMES A Director BUY $20.38 12,242 $249,519 141,790
2023-12-15 18:54 2023-12-13 DIBS 1stdibs.com, Inc. Etergino Thomas J Officer SELL $4.40 950 $4,178 84,610
2023-12-16 01:09 2023-12-13 CDW CDW Corp CORLEY CHRISTINA M Officer OPT+S $220.92 34,779 $7,683,311 62,536
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.