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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2019-06-19 00:36 | 2019-06-15 | W | Wayfair Inc. | Macri Edmond | Officer | OPT+S | $156.06 | 5,012 | $782,173 | 6,889 |
| 2019-06-19 00:14 | 2019-06-18 | CHWY | Chewy, Inc. | Svider Raymond | Director | BUY | $22.00 | 60,000 | $1,320,000 | 60,000 |
| 2019-06-19 00:19 | 2019-06-18 | CHWY | Chewy, Inc. | STAR JAMES A | Director | BUY | $22.00 | 50,000 | $1,100,000 | 50,000 |
| 2019-06-19 00:34 | 2019-06-15 | W | Wayfair Inc. | FLEISHER MICHAEL D | Officer | OPT+S | $156.06 | 477 | $74,441 | 128,198 |
| 2019-06-13 23:32 | 2019-06-11 | W | Wayfair Inc. | Macri Edmond | Officer | SELL | $158.57 | 300 | $47,572 | 252,829 |
| 2019-06-14 02:14 | 2019-06-11 | SFIX | Stitch Fix, Inc. | Darling Scott | Officer | OPT+S | $30.00 | 3,000 | $90,000 | 59,157 |
| 2019-06-14 03:44 | 2019-06-12 | SFIX | Stitch Fix, Inc. | SPURLOCK STEVEN M | 10% owner | SELL | $28.46 | 223,029 | $6,348,253 | 105,731 |
| 2019-06-12 23:52 | 2019-06-11 | RVLV | Revolve Group, Inc. | Mullin Hadley | Director | SELL | $18.00 | 9,934,021 | $178,812,378 | 13,410,408 |
| 2019-06-12 23:49 | 2019-06-11 | RVLV | Revolve Group, Inc. | Moser Jennifer Baxter | Director | SELL | $18.00 | 9,927,585 | $178,696,530 | 13,401,718 |
| 2019-06-12 23:47 | 2019-06-11 | RVLV | Revolve Group, Inc. | TSG6 L.P. | 10% owner | SELL | $18.00 | 9,914,711 | $178,464,798 | 13,384,340 |
| 2019-06-12 03:15 | 2019-06-11 | RVLV | Revolve Group, Inc. | MMMK Development, Inc. | 10% owner | SELL | $18.00 | 1,352,942 | $24,352,956 | 0 |
| 2019-06-12 03:10 | 2019-06-11 | RVLV | Revolve Group, Inc. | Karanikolas Michael | Director, Officer, 10% owner | SELL | $18.00 | 1,352,942 | $24,352,956 | 0 |
| 2019-06-12 02:30 | 2019-06-11 | RVLV | Revolve Group, Inc. | Mente Michael | Director, Officer, 10% owner | SELL | $18.00 | 1,352,942 | $24,352,956 | 0 |
| 2019-06-12 03:45 | 2019-03-19 | SFIX | Stitch Fix, Inc. | Cohler Matt | 10% owner | SELL | $29.25 | 280,816 | $8,213,503 | 0 |
| 2019-06-12 03:46 | 2019-06-07 | SFIX | Stitch Fix, Inc. | BALKANSKI ALEXANDRE | 10% owner | SELL | $28.05 | 191,332 | $5,365,944 | 0 |
| 2019-06-12 03:44 | 2019-03-13 | SFIX | Stitch Fix, Inc. | SPURLOCK STEVEN M | 10% owner | SELL | $32.05 | 511,213 | $16,385,859 | 466 |
| 2019-06-10 23:28 | 2019-06-06 | SFIX | Stitch Fix, Inc. | Darling Scott | Officer | OPT+S | $29.23 | 2,000 | $58,460 | 59,157 |
| 2019-06-07 01:55 | 2019-06-04 | W | Wayfair Inc. | Macri Edmond | Officer | SELL | $142.32 | 300 | $42,696 | 253,129 |
| 2019-06-04 23:47 | 2019-05-31 | CDW | CDW Corp | Richards Thomas E | Director, Officer | OPT+S | $99.67 | 66,667 | $6,644,447 | 577,776 |
| 2019-05-30 23:57 | 2019-05-28 | W | Wayfair Inc. | Macri Edmond | Officer | SELL | $144.42 | 300 | $43,326 | 253,429 |
| 2019-05-30 02:44 | 2019-05-29 | APRN | Blue Apron Holdings, Inc. | Blake Alan | Officer | OPT+S | $0.69 | 14,184 | $9,848 | 24,826 |
| 2019-05-30 02:43 | 2019-05-29 | APRN | Blue Apron Holdings, Inc. | Bensley Timothy | Officer | OPT+S | $0.69 | 44,055 | $30,592 | 77,181 |
| 2019-05-30 02:43 | 2019-05-29 | APRN | Blue Apron Holdings, Inc. | Kozlowski Linda F | Director, Officer | OPT+S | $0.69 | 45,689 | $31,722 | 52,454 |
| 2019-05-23 23:08 | 2019-05-21 | W | Wayfair Inc. | Macri Edmond | Officer | SELL | $153.48 | 500 | $76,739 | 253,729 |
| 2019-05-23 00:14 | 2019-05-20 | SFIX | Stitch Fix, Inc. | Lake Katrina | Director, Officer, 10% owner | SELL | $23.36 | 100,000 | $2,335,610 | 0 |
| 2019-05-23 00:56 | 2019-05-20 | AMZN | Amazon.com, Inc. | WILKE JEFFREY A | Officer | SELL | $1,858.25 | 1,000 | $1,858,249 | 15,297 |
| 2019-05-21 01:18 | 2019-05-17 | OSTK | BED BATH & BEYOND, INC. | TABACCO JOSEPH J JR | Director | BUY | $10.45 | 40,000 | $418,048 | 96,033 |
| 2019-05-17 23:28 | 2019-05-15 | SFIX | Stitch Fix, Inc. | Smith Mike C. | Officer | SELL | $24.83 | 25,000 | $620,758 | 47,761 |
| 2019-05-17 23:24 | 2019-05-15 | CDW | CDW Corp | KIRBY ROBERT F. | Officer | SELL | $102.86 | 1,300 | $133,718 | 37,670 |
| 2019-05-17 23:43 | 2019-05-16 | OSTK | BED BATH & BEYOND, INC. | BYRNE PATRICK MICHAEL | Director, Officer, 10% owner | SELL | $10.29 | 407,055 | $4,187,863 | 3,733,769 |
| 2019-05-18 01:08 | 2019-05-15 | QRTEA | QVC Group, Inc. | MAFFEI GREGORY B | Director, Officer | BUY | $12.75 | 50,000 | $637,555 | 4,756,157 |
| 2019-05-18 01:24 | 2019-05-15 | AMZN | Amazon.com, Inc. | Jassy Andrew R | Officer | OPT+S | $1,834.76 | 3,228 | $5,922,612 | 99,922 |
| 2019-05-18 01:13 | 2019-03-05 | AMZN | Amazon.com, Inc. | NOOYI INDRA K | Director | SELL | $1,719.72 | 68 | $116,941 | 18 |
| 2019-05-18 01:04 | 2019-05-15 | AMZN | Amazon.com, Inc. | Zapolsky David | Officer | OPT+S | $1,834.59 | 880 | $1,614,436 | 3,735 |
| 2019-05-18 00:59 | 2019-05-15 | AMZN | Amazon.com, Inc. | Olsavsky Brian T | Officer | OPT+S | $1,828.48 | 1,763 | $3,223,610 | 1,000 |
| 2019-05-18 00:54 | 2019-05-15 | AMZN | Amazon.com, Inc. | Reynolds Shelley | Officer | OPT+S | $1,838.32 | 379 | $696,723 | 5,989 |
| 2019-05-18 01:33 | 2019-05-15 | AMZN | Amazon.com, Inc. | WILKE JEFFREY A | Officer | OPT+S | $1,862.90 | 4,575 | $8,522,746 | 16,297 |
| 2019-05-16 23:44 | 2019-05-14 | W | Wayfair Inc. | Macri Edmond | Officer | SELL | $140.54 | 500 | $70,272 | 254,229 |
| 2019-05-17 01:10 | 2019-05-14 | AMZN | Amazon.com, Inc. | WILKE JEFFREY A | Officer | SELL | $1,848.11 | 1,900 | $3,511,414 | 12,800 |
| 2019-05-15 23:47 | 2019-05-14 | W | Wayfair Inc. | Kumin Michael Andrew | Director | BUY | $141.04 | 3,000 | $423,120 | 174,228 |
| 2019-05-16 00:08 | 2019-05-13 | QRTEA | QVC Group, Inc. | MALONE JOHN C | Director, 10% owner | BUY | $12.48 | 800,000 | $9,986,320 | 816,470 |
| 2019-05-16 00:08 | 2019-05-13 | QRTEA | QVC Group, Inc. | GEORGE MICHAEL A | Director, Officer | BUY | $12.51 | 244,568 | $3,060,402 | 1,939,137 |
| 2019-05-15 20:45 | 2019-05-13 | OSTK | BED BATH & BEYOND, INC. | BYRNE PATRICK MICHAEL | Director, Officer, 10% owner | SELL | $13.09 | 500,000 | $6,544,100 | 4,140,824 |
| 2019-05-16 00:08 | 2019-05-13 | QRTEA | QVC Group, Inc. | MAFFEI GREGORY B | Director, Officer | BUY | $12.49 | 100,000 | $1,248,810 | 4,706,157 |
| 2019-05-10 23:45 | 2019-05-08 | AMZN | Amazon.com, Inc. | WILKE JEFFREY A | Officer | SELL | $1,926.29 | 2,500 | $4,815,718 | 14,700 |
| 2019-05-09 23:20 | 2019-05-07 | W | Wayfair Inc. | Macri Edmond | Officer | SELL | $150.00 | 500 | $74,998 | 254,729 |
| 2019-05-09 23:31 | 2019-05-08 | CDW | CDW Corp | KEBO COLLIN B. | Officer | SELL | $106.28 | 3,600 | $382,608 | 22,352 |
| 2019-05-03 23:12 | 2019-05-01 | W | Wayfair Inc. | Rodrigues Romero | Director | SELL | $162.20 | 33 | $5,353 | 10,658 |
| 2019-05-03 23:49 | 2019-05-01 | SFIX | Stitch Fix, Inc. | Darling Scott | Officer | OPT+S | $27.08 | 2,000 | $54,160 | 59,157 |
| 2019-05-04 00:28 | 2019-05-01 | AMZN | Amazon.com, Inc. | WILKE JEFFREY A | Officer | SELL | $1,934.42 | 2,500 | $4,836,059 | 17,200 |
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.