Finance Services
Standard Industrial Classification: SIC 6199
Industry Insider Sentiment Analysis
The Finance Services sector (SIC 6199) 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2024-03-05 01:34 | 2024-03-04 | BKKT | Bakkt, Inc. | Intercontinental Exchange, Inc. | 10% owner | BUY | $0.87 | 2,762,009 | $2,394,662 | 7,476,345 |
| 2024-03-05 00:06 | 2024-03-01 | MSTR | Strategy Inc | SAYLOR MICHAEL J | Director, Officer, 10% owner | OPT+S | $1,028.87 | 5,000 | $5,144,373 | 0 |
| 2024-03-01 22:36 | 2024-02-28 | GREE | Greenidge Generation Holdings Inc. | Irwin Dale | Officer | SELL | $4.18 | 5,646 | $23,600 | 104,739 |
| 2024-03-02 00:19 | 2024-02-28 | COIN | Coinbase Global, Inc. | Ehrsam Frederick Ernest III | Director, 10% owner | SELL | $205.01 | 75,981 | $15,576,584 | 0 |
| 2024-03-02 04:59 | 2024-02-28 | RIOT | Riot Platforms, Inc. | Cho Hannah | Director | SELL | $17.42 | 15,000 | $261,300 | 85,151 |
| 2024-03-02 00:26 | 2024-02-29 | MSTR | Strategy Inc | SAYLOR MICHAEL J | Director, Officer, 10% owner | OPT+S | $1,004.49 | 5,000 | $5,022,435 | 0 |
| 2024-03-02 00:15 | 2024-02-29 | MSTR | Strategy Inc | Montgomery Jeanine | Officer | OPT+S | $1,000.00 | 1,000 | $1,000,000 | 491 |
| 2024-03-02 00:15 | 2024-02-28 | MSTR | Strategy Inc | Le Phong | Director, Officer | OPT+S | $966.33 | 10,000 | $9,663,292 | 595 |
| 2024-03-02 00:14 | 2024-02-29 | MSTR | Strategy Inc | Patten Jarrod M | Director | OPT+S | $1,011.39 | 425 | $429,841 | 0 |
| 2024-03-02 00:14 | 2024-02-29 | MSTR | Strategy Inc | Shao Wei-Ming | Officer | OPT+S | $1,025.00 | 1,250 | $1,281,250 | 453 |
| 2024-03-01 01:19 | 2024-02-27 | COIN | Coinbase Global, Inc. | Haun Kathryn | Director | SELL | $205.76 | 10,201 | $2,098,958 | 95,630 |
| 2024-03-01 00:34 | 2024-02-27 | COIN | Coinbase Global, Inc. | Choi Emilie | Officer | OPT+S | $203.89 | 101,500 | $20,694,459 | 235,551 |
| 2024-03-01 00:30 | 2024-02-27 | COIN | Coinbase Global, Inc. | Brock Lawrence J | Officer | OPT+S | $203.60 | 104,758 | $21,328,551 | 13,556 |
| 2024-03-01 00:28 | 2024-02-27 | COIN | Coinbase Global, Inc. | Grewal Paul | Officer | OPT+S | $205.04 | 25,000 | $5,125,975 | 66,122 |
| 2024-03-01 00:25 | 2024-02-27 | COIN | Coinbase Global, Inc. | Ehrsam Frederick Ernest III | Director, 10% owner | SELL | $204.26 | 47,429 | $9,687,966 | 0 |
| 2024-03-01 00:21 | 2024-02-27 | COIN | Coinbase Global, Inc. | Armstrong Brian | Director, Officer, 10% owner | SELL | $205.33 | 250,000 | $51,331,625 | 0 |
| 2024-03-01 00:36 | 2024-02-28 | LMFA | LM FUNDING AMERICA, INC. | Duran Ryan H | Officer | SELL | $0.57 | 3,000 | $1,698 | 139,907 |
| 2024-03-01 00:19 | 2024-02-28 | MSTR | Strategy Inc | GRAHAM STEPHEN X | Director | OPT+S | $950.00 | 2,000 | $1,900,000 | 200 |
| 2024-03-01 00:18 | 2024-02-28 | MSTR | Strategy Inc | Patten Jarrod M | Director | OPT+S | $972.96 | 650 | $632,425 | 0 |
| 2024-03-01 00:17 | 2024-02-28 | MSTR | Strategy Inc | Shao Wei-Ming | Officer | OPT+S | $976.05 | 3,250 | $3,172,160 | 453 |
| 2024-03-01 00:04 | 2024-02-28 | MSTR | Strategy Inc | SAYLOR MICHAEL J | Director, Officer, 10% owner | OPT+S | $961.00 | 5,000 | $4,805,023 | 0 |
| 2024-02-29 00:31 | 2024-02-26 | COIN | Coinbase Global, Inc. | Ehrsam Frederick Ernest III | Director, 10% owner | SELL | $186.00 | 8,735 | $1,624,737 | 0 |
| 2024-02-29 00:30 | 2024-02-26 | COIN | Coinbase Global, Inc. | Grewal Paul | Officer | OPT+S | $190.34 | 42,113 | $8,015,974 | 66,122 |
| 2024-02-29 00:27 | 2024-02-26 | COIN | Coinbase Global, Inc. | Jones Jennifer N. | Officer | SELL | $202.90 | 27,989 | $5,678,876 | 2,871 |
| 2024-02-29 00:18 | 2024-02-26 | UPST | Upstart Holdings, Inc. | Datta Sanjay | Officer | SELL | $24.13 | 1,000 | $24,130 | 341,335 |
| 2024-02-29 00:15 | 2024-02-26 | UPST | Upstart Holdings, Inc. | Darling Scott | Officer | SELL | $25.42 | 1,000 | $25,423 | 173,775 |
| 2024-02-29 01:30 | 2024-02-27 | WD | Walker & Dunlop, Inc. | Florkowski Gregory | Officer | SELL | $96.45 | 4,000 | $385,787 | 11,809 |
| 2024-02-29 00:27 | 2024-02-27 | MSTR | Strategy Inc | GRAHAM STEPHEN X | Director | OPT+S | $890.00 | 1,000 | $890,000 | 200 |
| 2024-02-29 00:27 | 2024-02-27 | MSTR | Strategy Inc | Patten Jarrod M | Director | OPT+S | $864.50 | 475 | $410,639 | 0 |
| 2024-02-29 00:26 | 2024-02-27 | MSTR | Strategy Inc | Shao Wei-Ming | Officer | OPT+S | $852.74 | 3,000 | $2,558,220 | 453 |
| 2024-02-29 00:26 | 2024-02-27 | MSTR | Strategy Inc | Kang Andrew | Officer | OPT+S | $870.31 | 3,750 | $3,263,648 | 873 |
| 2024-02-29 00:25 | 2024-02-27 | MSTR | Strategy Inc | Le Phong | Director, Officer | OPT+S | $861.24 | 10,000 | $8,612,441 | 595 |
| 2024-02-29 00:06 | 2024-02-27 | MSTR | Strategy Inc | SAYLOR MICHAEL J | Director, Officer, 10% owner | OPT+S | $866.75 | 5,000 | $4,333,748 | 0 |
| 2024-02-28 00:27 | 2024-02-23 | COIN | Coinbase Global, Inc. | Brock Lawrence J | Officer | SELL | $165.63 | 16,889 | $2,797,312 | 13,556 |
| 2024-02-28 00:41 | 2024-02-23 | UPST | Upstart Holdings, Inc. | Mirgorodskaya Natalia | Officer | SELL | $24.30 | 1,919 | $46,632 | 28,246 |
| 2024-02-28 00:58 | 2024-02-27 | CLSK | CLEANSPARK, INC. | Schultz S. Matthew | Director, Officer | OPT+S | $20.95 | 322,400 | $6,754,280 | 2,698,768 |
| 2024-02-28 00:58 | 2024-02-27 | CLSK | CLEANSPARK, INC. | Bradford Zachary | Director, Officer | OPT+S | $21.00 | 363,900 | $7,641,900 | 3,275,856 |
| 2024-02-28 00:55 | 2024-02-27 | CLSK | CLEANSPARK, INC. | Vecchiarelli Gary Anthony | Officer | OPT+S | $20.93 | 26,244 | $549,287 | 554,391 |
| 2024-02-28 01:07 | 2024-02-26 | MSTR | Strategy Inc | GRAHAM STEPHEN X | Director | OPT+S | $770.00 | 4,000 | $3,080,000 | 200 |
| 2024-02-28 01:05 | 2024-02-26 | MSTR | Strategy Inc | Patten Jarrod M | Director | OPT+S | $764.54 | 2,980 | $2,278,323 | 0 |
| 2024-02-28 00:09 | 2024-02-26 | MSTR | Strategy Inc | SAYLOR MICHAEL J | Director, Officer, 10% owner | OPT+S | $765.67 | 5,000 | $3,828,352 | 0 |
| 2024-02-27 05:28 | 2024-02-23 | BKKT | Bakkt, Inc. | D'Annunzio Marc | Officer | SELL | $0.88 | 50,247 | $44,047 | 566,630 |
| 2024-02-27 00:16 | 2024-02-23 | MSTR | Strategy Inc | SAYLOR MICHAEL J | Director, Officer, 10% owner | OPT+S | $691.51 | 5,000 | $3,457,571 | 0 |
| 2024-02-24 01:01 | 2024-02-21 | WD | Walker & Dunlop, Inc. | Pryor Paula A. | Officer | SELL | $94.09 | 1,908 | $179,524 | 3,707 |
| 2024-02-24 00:08 | 2024-02-22 | MSTR | Strategy Inc | Patten Jarrod M | Director | OPT+S | $700.85 | 925 | $648,284 | 0 |
| 2024-02-24 00:05 | 2024-02-22 | MSTR | Strategy Inc | SAYLOR MICHAEL J | Director, Officer, 10% owner | OPT+S | $704.30 | 5,000 | $3,521,518 | 0 |
| 2024-02-23 00:04 | 2024-02-20 | AXP | AMERICAN EXPRESS CO | Joabar Raymond | Officer | SELL | $213.04 | 8,625 | $1,837,470 | 12,687 |
| 2024-02-23 00:46 | 2024-02-20 | BENF | Beneficient | CANGANY PETER T JR | Director | BUY | $0.26 | 400,000 | $102,000 | 200,000 |
| 2024-02-23 00:23 | 2024-02-20 | COIN | Coinbase Global, Inc. | Jones Jennifer N. | Officer | OPT+S | $180.00 | 290 | $52,200 | 30,860 |
| 2024-02-23 00:27 | 2024-02-20 | UPST | Upstart Holdings, Inc. | Datta Sanjay | Officer | SELL | $25.29 | 12,510 | $316,375 | 342,335 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Finance Services sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (6199) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Finance Services
Every transaction in the Finance Services 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.