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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-02-01 02:00 | 2025-01-29 | TDUP | ThredUp Inc. | Nakache Patricia | Director | SELL | $2.21 | 251,097 | $555,602 | 0 |
| 2025-01-30 03:59 | 2025-01-27 | RVLV | Revolve Group, Inc. | Mente Michael | Director, Officer, 10% owner | SELL | $30.72 | 174,410 | $5,358,207 | 0 |
| 2025-01-30 03:59 | 2025-01-27 | RVLV | Revolve Group, Inc. | Karanikolas Michael | Director, Officer, 10% owner | SELL | $30.72 | 174,410 | $5,358,207 | 0 |
| 2025-01-30 03:58 | 2025-01-27 | RVLV | Revolve Group, Inc. | MMMK Development, Inc. | 10% owner | SELL | $30.72 | 174,410 | $5,358,207 | 0 |
| 2025-01-28 03:27 | 2025-01-23 | TDUP | ThredUp Inc. | Nakache Patricia | Director | SELL | $2.17 | 227,022 | $492,229 | 0 |
| 2025-01-25 00:04 | 2025-01-22 | CHWY | Chewy, Inc. | Singh Sumit | Director, Officer | SELL | $37.64 | 19,546 | $735,706 | 499,035 |
| 2025-01-24 05:14 | 2025-01-21 | W | Wayfair Inc. | Shah Niraj | Director, Officer, 10% owner | SELL | $48.45 | 30,000 | $1,453,380 | 589,137 |
| 2025-01-24 05:23 | 2025-01-21 | W | Wayfair Inc. | Conine Steven | Director, Officer, 10% owner | SELL | $48.45 | 30,000 | $1,453,491 | 589,073 |
| 2025-01-23 05:28 | 2025-01-17 | TDUP | ThredUp Inc. | Nakache Patricia | Director | SELL | $2.27 | 555,448 | $1,260,645 | 243 |
| 2025-01-22 00:35 | 2025-01-16 | CHWY | Chewy, Inc. | Singh Sumit | Director, Officer | SELL | $37.51 | 11,228 | $421,169 | 518,581 |
| 2025-01-18 00:02 | 2025-01-15 | CHWY | Chewy, Inc. | Singh Sumit | Director, Officer | SELL | $37.70 | 114,130 | $4,302,244 | 529,809 |
| 2025-01-17 02:23 | 2025-01-14 | TDUP | ThredUp Inc. | Nakache Patricia | Director | SELL | $2.08 | 1,330,957 | $2,773,315 | 0 |
| 2025-01-16 00:03 | 2025-01-13 | CHWY | Chewy, Inc. | Mehta Satish | Officer | SELL | $36.32 | 168,105 | $6,106,078 | 417,857 |
| 2025-01-15 02:02 | 2025-01-13 | W | Wayfair Inc. | Blotner Jon | Officer | SELL | $42.83 | 5,669 | $242,803 | 57,899 |
| 2025-01-11 03:02 | 2025-01-07 | RVLV | Revolve Group, Inc. | Mente Michael | Director, Officer, 10% owner | SELL | $30.23 | 193,797 | $5,857,689 | 0 |
| 2025-01-11 03:02 | 2025-01-07 | RVLV | Revolve Group, Inc. | Karanikolas Michael | Director, Officer, 10% owner | SELL | $30.23 | 193,797 | $5,857,689 | 0 |
| 2025-01-11 03:01 | 2025-01-07 | RVLV | Revolve Group, Inc. | MMMK Development, Inc. | 10% owner | SELL | $30.23 | 193,797 | $5,857,689 | 0 |
| 2025-01-09 00:04 | 2025-01-06 | CHWY | Chewy, Inc. | Singh Sumit | Director, Officer | SELL | $37.62 | 63,187 | $2,377,221 | 643,939 |
| 2025-01-09 00:30 | 2025-01-06 | CHWY | Chewy, Inc. | Argos Holdings GP LLC | 10% owner | SELL | $35.77 | 7,000,000 | $250,390,000 | 0 |
| 2025-01-08 00:03 | 2025-01-03 | CHWY | Chewy, Inc. | Singh Sumit | Director, Officer | SELL | $35.68 | 191,096 | $6,818,076 | 707,126 |
| 2025-01-08 04:24 | 2025-01-03 | W | Wayfair Inc. | Blotner Jon | Officer | SELL | $45.86 | 9,487 | $435,076 | 63,568 |
| 2025-01-08 04:19 | 2025-01-03 | W | Wayfair Inc. | Gulliver Kate | Officer | SELL | $45.98 | 11,728 | $539,290 | 124,210 |
| 2025-01-08 04:30 | 2025-01-03 | W | Wayfair Inc. | Tan Fiona | Officer | SELL | $45.99 | 15,830 | $728,039 | 88,976 |
| 2025-01-03 04:33 | 2025-01-02 | CPNG | Coupang, Inc. | Kolari Pranam | Officer | SELL | $22.10 | 775 | $17,128 | 145,265 |
| 2024-12-31 14:34 | 2024-12-27 | GCT | GigaCloud Technology Inc | Bernes Marshall | Director, Officer | BUY | $17.50 | 5,000 | $87,500 | 45,000 |
| 2024-12-31 00:05 | 2024-12-26 | CHWY | Chewy, Inc. | Singh Sumit | Director, Officer | SELL | $34.52 | 571,903 | $19,739,404 | 898,222 |
| 2024-12-27 00:05 | 2024-12-24 | CHWY | Chewy, Inc. | Singh Sumit | Director, Officer | SELL | $35.00 | 71,161 | $2,490,635 | 6,677 |
| 2024-12-24 00:07 | 2024-12-19 | CHWY | Chewy, Inc. | Singh Sumit | Director, Officer | SELL | $32.50 | 71,161 | $2,312,733 | 77,838 |
| 2024-12-24 02:52 | 2024-12-20 | W | Wayfair Inc. | Shah Niraj | Director, Officer, 10% owner | SELL | $45.75 | 30,000 | $1,372,485 | 602,637 |
| 2024-12-24 03:00 | 2024-12-20 | W | Wayfair Inc. | Conine Steven | Director, Officer, 10% owner | SELL | $45.75 | 30,000 | $1,372,392 | 602,573 |
| 2024-12-21 03:29 | 2024-12-18 | RVLV | Revolve Group, Inc. | Mente Michael | Director, Officer, 10% owner | SELL | $34.11 | 214,844 | $7,329,382 | 0 |
| 2024-12-21 03:29 | 2024-12-18 | RVLV | Revolve Group, Inc. | Karanikolas Michael | Director, Officer, 10% owner | SELL | $34.11 | 214,844 | $7,329,382 | 0 |
| 2024-12-21 03:28 | 2024-12-18 | RVLV | Revolve Group, Inc. | MMMK Development, Inc. | 10% owner | SELL | $34.11 | 214,844 | $7,329,382 | 0 |
| 2024-12-19 17:06 | 2024-12-18 | GCT | GigaCloud Technology Inc | WAN XIN | Officer | SELL | $20.00 | 466 | $9,320 | 0 |
| 2024-12-20 03:00 | 2024-12-13 | SFIX | Stitch Fix, Inc. | Bacos Anthony | Officer | SELL | $4.61 | 16,720 | $77,079 | 913,962 |
| 2024-12-19 02:05 | 2024-12-17 | W | Wayfair Inc. | Netzer Thomas | Officer | SELL | $50.65 | 1,039 | $52,625 | 171,790 |
| 2024-12-19 01:06 | 2024-12-17 | QRTEA | QVC Group, Inc. | Wendling Brian J | Officer | SELL | $36.70 | 4,500 | $165,129 | 0 |
| 2024-12-18 05:17 | 2024-12-16 | GCT | GigaCloud Technology Inc | WAN XIN | Officer | SELL | $20.42 | 69,534 | $1,420,100 | 466 |
| 2024-12-14 01:24 | 2024-12-11 | SFIX | Stitch Fix, Inc. | Lake Katrina | Director | SELL | $5.78 | 725,002 | $4,189,279 | 0 |
| 2024-12-14 01:00 | 2024-12-13 | CHWY | Chewy, Inc. | Argos Holdings GP LLC | 10% owner | SELL | $31.32 | 19,827,242 | $620,989,219 | 0 |
| 2024-12-13 02:32 | 2024-12-06 | GCT | GigaCloud Technology Inc | Lin Frank Hurst | 10% owner | SELL | $21.80 | 2,663,076 | $58,055,057 | 1,406,813 |
| 2024-12-12 03:29 | 2024-12-10 | HNST | Honest Company, Inc. | Warren Jessica | Director | OPT+S | $7.55 | 465,000 | $3,510,750 | 1,170,058 |
| 2024-12-12 04:43 | 2024-12-09 | TDUP | ThredUp Inc. | Nakache Patricia | Director | SELL | $1.77 | 41,676 | $73,767 | 426 |
| 2024-12-12 01:10 | 2024-12-09 | AMZN | Amazon.com, Inc. | RUBINSTEIN JONATHAN | Director | SELL | $229.85 | 4,351 | $1,000,077 | 88,203 |
| 2024-12-10 16:51 | 2024-12-06 | GCT | GigaCloud Technology Inc | WAN XIN | Officer | SELL | $22.14 | 80,000 | $1,771,200 | 70,000 |
| 2024-12-10 01:55 | 2024-12-06 | GCT | GigaCloud Technology Inc | WAN XIN | Officer | SELL | $22.14 | 80,000 | $1,771,200 | 867,540 |
| 2024-12-10 02:38 | 2024-12-06 | W | Wayfair Inc. | Shah Niraj | Director, Officer, 10% owner | SELL | $53.15 | 30,000 | $1,594,461 | 632,637 |
| 2024-12-10 02:42 | 2024-12-06 | W | Wayfair Inc. | Conine Steven | Director, Officer, 10% owner | SELL | $53.14 | 30,000 | $1,594,128 | 632,573 |
| 2024-12-10 00:25 | 2024-12-05 | QRTEA | QVC Group, Inc. | Wendling Brian J | Officer | SELL | $38.41 | 5,000 | $192,058 | 4,500 |
| 2024-12-07 00:05 | 2024-12-04 | LVLU | Lulu's Fashion Lounge Holdings, Inc. | Smith Tiffany Rose | Officer | SELL | $1.23 | 247 | $305 | 340,647 |
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.