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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
2022-04-06 23:32 2022-04-04 CPNG Coupang, Inc. Pham Thuan Officer SELL $18.98 119,990 $2,277,410 2,678,978
2022-04-05 03:45 2022-04-04 W Wayfair Inc. Tan Fiona Officer OPT+S $115.78 2,618 $303,116 18,797
2022-04-05 03:53 2022-04-01 OSTK BED BATH & BEYOND, INC. Dalton Krista Officer SELL $43.60 8,036 $350,370 7,292
2022-04-01 23:45 2022-03-30 AMZN Amazon.com, Inc. Selipsky Adam Officer SELL $3,348.08 69 $231,017 4,144
2022-03-23 01:25 2022-03-18 RVLV Revolve Group, Inc. Mente Michael Director, Officer, 10% owner SELL $53.21 195,469 $10,401,336 0
2022-03-23 01:24 2022-03-18 RVLV Revolve Group, Inc. Karanikolas Michael Director, Officer, 10% owner SELL $53.21 195,469 $10,401,336 0
2022-03-23 01:23 2022-03-18 RVLV Revolve Group, Inc. MMMK Development, Inc. 10% owner SELL $53.21 195,469 $10,401,336 0
2022-03-22 23:17 2022-03-18 AMZN Amazon.com, Inc. Selipsky Adam Officer SELL $3,200.00 344 $1,100,800 4,213
2022-03-22 00:47 2022-03-17 CPNG Coupang, Inc. GREENOAKS CAPITAL PARTNERS LLC Director BUY $18.85 200,000 $3,770,000 102,917,834
2022-03-18 02:44 2022-03-08 DIBS 1stdibs.com, Inc. Lattouf Carol Officer OPT+S $7.91 19 $150 41
2022-03-17 03:38 2022-03-16 W Wayfair Inc. Netzer Thomas Officer OPT+S $115.77 288 $33,342 37,972
2022-03-17 03:34 2022-03-16 W Wayfair Inc. Oblak Steve Officer OPT+S $115.80 1,050 $121,593 150,954
2022-03-12 01:00 2022-03-09 CPNG Coupang, Inc. SVF Investments (UK) Ltd 10% owner SELL $20.87 50,000,000 $1,043,500,000 461,156,413
2022-03-12 00:32 2022-03-09 TDUP ThredUp Inc. LAZAR JACK R Director BUY $7.51 13,156 $98,775 57,456
2022-03-10 00:36 2022-03-07 AKA Aka Brands Holding Corp. RAMSEY JILL ELIZABETH Director, Officer BUY $4.31 12,000 $51,720 12,000
2022-03-10 01:02 2022-03-07 AKA Aka Brands Holding Corp. MCCORMICK MYLES B Director BUY $4.12 30,000 $123,675 40,000
2022-03-09 00:36 2022-03-04 AKA Aka Brands Holding Corp. MCCORMICK MYLES B Director BUY $4.28 10,000 $42,800 10,000
2022-03-08 05:02 2022-03-03 W Wayfair Inc. Choe Michael W. Director BUY $122.24 10,000 $1,222,400 115,160
2022-03-03 04:25 2022-03-02 W Wayfair Inc. Schaferkordt Anke Director SELL $132.27 11 $1,455 3,050
2022-03-02 00:36 2022-02-25 RVLV Revolve Group, Inc. Mente Michael Director, Officer, 10% owner SELL $52.31 900 $47,079 0
2022-03-02 00:34 2022-02-25 RVLV Revolve Group, Inc. Karanikolas Michael Director, Officer, 10% owner SELL $52.31 900 $47,079 0
2022-03-02 00:32 2022-02-25 RVLV Revolve Group, Inc. MMMK Development, Inc. 10% owner SELL $52.31 900 $47,079 0
2022-03-02 02:48 2022-02-28 APRN Blue Apron Holdings, Inc. Krechmer Irina Officer OPT+S $5.25 3,199 $16,788 37,299
2022-03-02 02:47 2022-02-28 APRN Blue Apron Holdings, Inc. Simpson Danielle Officer OPT+S $5.25 1,138 $5,972 11,981
2022-03-02 02:44 2022-02-28 APRN Blue Apron Holdings, Inc. Gmunder Charlean Officer OPT+S $5.25 1,988 $10,433 14,326
2022-03-02 02:42 2022-02-28 APRN Blue Apron Holdings, Inc. Greben Randy J Officer OPT+S $5.25 6,510 $34,165 8,790
2022-03-02 02:38 2022-02-28 APRN Blue Apron Holdings, Inc. Kozlowski Linda F Director, Officer OPT+S $5.25 7,434 $39,014 138,768
2022-03-02 02:39 2022-02-28 APRN Blue Apron Holdings, Inc. Deutsch Meredith L Officer OPT+S $5.25 2,270 $11,913 24,007
2022-03-01 02:37 2022-02-24 NSIT INSIGHT ENTERPRISES INC ValueAct Holdings, L.P. Director, 10% owner BUY $102.52 87,302 $8,950,620 3,543,143
2022-03-01 00:31 2022-02-28 NSIT INSIGHT ENTERPRISES INC BRYAN GLYNIS Officer SELL $103.75 5,000 $518,748 79,612
2022-02-26 01:01 2022-02-24 OSTK BED BATH & BEYOND, INC. Nielsen David J. Officer SELL $50.05 7,200 $360,328 24,527
2022-02-24 00:52 2022-02-22 AMZN Amazon.com, Inc. Jassy Andrew R Director, Officer OPT+S $3,009.57 492 $1,480,708 90,962
2022-02-24 00:40 2022-02-22 AMZN Amazon.com, Inc. Clark David H Officer OPT+S $3,009.57 137 $412,311 3,561
2022-02-23 03:56 2022-02-17 NSIT INSIGHT ENTERPRISES INC ValueAct Holdings, L.P. Director BUY $99.34 131,006 $13,013,953 3,455,841
2022-02-19 02:07 2022-02-17 OSTK BED BATH & BEYOND, INC. ABRAHAM ALLISON H Director OPT+S $44.67 3,333 $148,885 86,033
2022-02-18 01:29 2022-02-15 AMZN Amazon.com, Inc. Jassy Andrew R Director, Officer OPT+S $3,150.92 848 $2,671,980 90,204
2022-02-18 01:23 2022-02-15 AMZN Amazon.com, Inc. Clark David H Officer OPT+S $3,150.92 1,027 $3,235,995 3,508
2022-02-18 01:15 2022-02-15 AMZN Amazon.com, Inc. Zapolsky David Officer OPT+S $3,146.85 1,199 $3,773,073 3,222
2022-02-18 01:08 2022-02-15 AMZN Amazon.com, Inc. Olsavsky Brian T Officer OPT+S $3,150.92 910 $2,867,337 2,300
2022-02-18 01:01 2022-02-15 AMZN Amazon.com, Inc. Reynolds Shelley Officer OPT+S $3,150.92 222 $699,504 5,989
2022-02-18 01:45 2022-02-15 AMZN Amazon.com, Inc. Selipsky Adam Officer SELL $3,150.92 679 $2,139,475 4,557
2022-02-16 01:00 2022-02-14 APRN Blue Apron Holdings, Inc. Sanberg Joseph N. 10% owner BUY $14.00 357,143 $5,000,002 6,719,926
2022-02-15 02:31 2022-02-11 CDW CDW Corp MIRALLES ALBERT JOSEPH JR Officer BUY $181.96 1,650 $300,234 16,126
2022-02-15 02:30 2022-02-11 CDW CDW Corp LEAHY CHRISTINE A Director, Officer BUY $180.96 2,762 $499,812 30,496
2022-02-03 04:07 2022-02-02 W Wayfair Inc. Netzer Thomas Officer OPT+S $156.68 1,870 $292,985 37,597
2022-02-03 04:03 2022-02-02 W Wayfair Inc. Schaferkordt Anke Director SELL $160.69 139 $22,336 3,061
2022-02-03 04:09 2022-02-02 W Wayfair Inc. Miller James R. Officer OPT+S $156.70 4,231 $662,979 32,082
2022-02-01 23:49 2022-01-28 HNST Honest Company, Inc. Kennedy Kelly J. Officer SELL $5.81 6,047 $35,133 493,271
2022-01-25 03:43 2022-01-20 SFIX Stitch Fix, Inc. Working Capital Advisors (UK) Ltd. 10% owner BUY $16.10 100,000 $1,609,790 11,979,753
2022-01-20 04:06 2022-01-19 W Wayfair Inc. Oblak Steve Officer OPT+S $159.49 941 $150,083 148,341
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.