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Sector Analysis

Services-Computer Integrated Systems Design

Standard Industrial Classification: SIC 7373

Industry Insider Sentiment Analysis

The Services-Computer Integrated Systems Design sector (SIC 7373) 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
2024-12-20 01:38 2024-12-17 IOT Samsara Inc. Bicket John Director, Officer, 10% owner SELL $47.10 96,000 $4,522,042 265,490
2024-12-19 02:11 2024-12-16 IOT Samsara Inc. Phillips Dominic Officer SELL $45.95 64,629 $2,969,903 755,001
2024-12-19 02:09 2024-12-16 IOT Samsara Inc. Munk James Andrew Officer SELL $46.19 16,589 $766,241 178,435
2024-12-19 02:06 2024-12-16 IOT Samsara Inc. Eltoukhy Adam Officer SELL $45.95 28,104 $1,291,415 331,106
2024-12-19 02:03 2024-12-16 IOT Samsara Inc. Caimi Lara Officer SELL $45.95 37,396 $1,718,346 974,073
2024-12-19 02:06 2024-12-16 GDDY GoDaddy Inc. Chen Roger Officer SELL $207.35 1,000 $207,350 184,632
2024-12-19 00:06 2024-12-17 SAIC Science Applications International Corp Attili Srinivas Officer BUY $113.42 100 $11,342 11,536
2024-12-18 00:30 2024-12-16 VRME VerifyMe, Inc. Stedham Adam H Director, Officer BUY $0.60 16,000 $9,560 245,004
2024-12-17 00:46 2024-12-12 WAY Waystar Holding Corp. Oreskovich Steven M Officer OPT+S $33.89 16,666 $564,857 173,642
2024-12-14 05:00 2024-12-11 IONQ IonQ, Inc. Alameddine Rima Officer SELL $29.73 21,337 $634,377 571,321
2024-12-14 05:00 2024-12-11 IONQ IonQ, Inc. Chapman Peter Hume Director, Officer SELL $29.73 13,106 $389,660 414,363
2024-12-14 05:00 2024-12-11 IONQ IonQ, Inc. Kramer Thomas G. Officer SELL $29.72 9,780 $290,633 926,114
2024-12-13 01:16 2024-12-10 IOT Samsara Inc. Munk James Andrew Officer SELL $45.65 1,231 $56,193 205,374
2024-12-13 01:15 2024-12-10 IOT Samsara Inc. Eltoukhy Adam Officer SELL $45.69 5,633 $257,390 386,614
2024-12-13 01:12 2024-12-10 IOT Samsara Inc. Caimi Lara Officer SELL $45.68 8,196 $374,360 1,011,469
2024-12-13 01:10 2024-12-10 IOT Samsara Inc. Biswas Sanjit Director, Officer, 10% owner SELL $47.04 96,000 $4,516,022 3,886
2024-12-13 01:08 2024-12-10 IOT Samsara Inc. Bicket John Director, Officer, 10% owner SELL $47.04 96,000 $4,516,013 283,620
2024-12-13 00:02 2024-12-11 SAIC Science Applications International Corp Supplee Barbara Officer BUY $116.36 425 $49,453 3,579
2024-12-12 05:54 2024-12-10 IOT Samsara Inc. Andreessen Horowitz LSV Fund III, L.P. 10% owner SELL $45.92 112,380 $5,160,512 0
2024-12-12 01:03 2024-12-09 IOT Samsara Inc. Phillips Dominic Officer SELL $50.45 20,136 $1,015,841 882,664
2024-12-12 02:32 2024-12-09 GDDY GoDaddy Inc. Palitwanon Phontip Officer SELL $203.90 1,554 $316,864 21,505
2024-12-12 05:48 2024-12-10 IOT Samsara Inc. AH Parallel Fund IV, L.P. 10% owner SELL $45.92 112,380 $5,160,512 20,691
2024-12-12 05:48 2024-12-10 IOT Samsara Inc. Andreessen Horowitz LSV Fund I, L.P. 10% owner SELL $45.92 112,380 $5,160,512 0
2024-12-12 05:26 2024-12-10 IOT Samsara Inc. Andreessen Marc L Director, 10% owner SELL $45.92 112,380 $5,160,512 0
2024-12-06 02:18 2024-12-03 DAKT Samsara Inc. Biswas Sanjit 10% owner SELL $54.02 96,000 $5,186,179 76,800
2024-12-06 02:16 2024-12-03 DAKT Samsara Inc. Bicket John Director, Officer, 10% owner SELL $54.02 96,000 $5,186,218 76,800
2024-12-06 00:30 2024-12-04 VRME VerifyMe, Inc. Stedham Adam H Director, Officer BUY $0.61 8,000 $4,900 229,004
2024-12-04 17:03 2024-12-02 AGYS Agilysys Inc. Wood William David III Officer SELL $134.01 1,870 $250,599 47,609
2024-12-04 17:06 2024-12-02 AGYS Agilysys Inc. Robertson Chris J Officer SELL $134.01 729 $97,693 21,895
2024-12-05 02:26 2024-12-03 GDDY GoDaddy Inc. Palitwanon Phontip Officer SELL $196.64 770 $151,409 23,059
2024-12-05 02:25 2024-12-03 GDDY GoDaddy Inc. McCaffrey Mark Officer SELL $196.64 2,678 $526,590 89,800
2024-12-05 02:25 2024-12-02 GDDY GoDaddy Inc. Bhutani Amanpal Singh Director, Officer SELL $196.98 9,803 $1,931,022 336,153
2024-12-05 02:25 2024-12-02 GDDY GoDaddy Inc. SHARPLES BRIAN Director SELL $197.77 500 $98,885 23,621
2024-12-04 00:30 2024-12-02 VRME VerifyMe, Inc. Stedham Adam H Director, Officer BUY $0.63 11,000 $6,900 221,004
2024-12-04 00:26 2024-12-02 OSPN OneSpan Inc. McConnell Michael J Director SELL $18.51 53,000 $981,030 20,849
2024-12-04 01:35 2024-12-02 SLP Simulations Plus, Inc. WOLTOSZ WALTER S Director, 10% owner SELL $31.76 20,000 $635,200 3,442,584
2024-12-04 01:32 2024-12-02 SLP Simulations Plus, Inc. LaVange Lisa Director SELL $31.88 650 $20,722 7,150
2024-11-28 01:07 2024-11-26 AUR Aurora Innovation, Inc. Boyland Gloria R. Director SELL $6.30 30,000 $189,147 344,647
2024-11-27 02:14 2024-11-25 IOT Samsara Inc. Biswas Sanjit Director, Officer, 10% owner SELL $55.75 96,000 $5,351,674 99,886
2024-11-27 02:13 2024-11-25 IOT Samsara Inc. Bicket John Director, Officer, 10% owner SELL $55.75 96,000 $5,351,683 379,620
2024-11-27 05:31 2024-11-25 AGYS Agilysys Inc. MUTCH JOHN Director SELL $137.86 500 $68,930 34,654
2024-11-23 01:44 2024-11-21 IOT Samsara Inc. Eltoukhy Adam Officer SELL $55.05 12,500 $688,101 396,784
2024-11-23 00:02 2024-11-20 LDOS Leidos Holdings, Inc. Geer Noel B Director BUY $161.13 2,000 $322,261 2,000
2024-11-22 01:14 2024-11-19 IOT Samsara Inc. Biswas Sanjit Director, Officer, 10% owner SELL $50.37 96,000 $4,835,914 195,886
2024-11-22 01:13 2024-11-19 IOT Samsara Inc. Bicket John Director, Officer, 10% owner SELL $50.37 96,000 $4,835,894 475,620
2024-11-21 23:46 2024-11-19 JKHY JACK HENRY & ASSOCIATES INC Foss David B Director, Officer OPT+S $171.32 18,770 $3,215,676 138,665
2024-11-21 00:46 2024-11-18 WYY WIDEPOINT CORP Dzyak Todd Officer SELL $4.58 5,600 $25,621 158,516
2024-11-20 00:01 2024-11-18 TLS TELOS CORP Jacobs Bradley W. Director BUY $3.35 4,000 $13,400 151,095
2024-11-20 00:08 2024-11-15 IOT Samsara Inc. Eltoukhy Adam Officer SELL $49.55 9,307 $461,167 396,784
2024-11-20 03:38 2024-11-15 GDDY GoDaddy Inc. Sine Jared F. Officer SELL $183.02 17 $3,111 68,891
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Services-Computer Integrated Systems Design sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (7373) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Services-Computer Integrated Systems Design

Every transaction in the Services-Computer Integrated Systems Design 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.