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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2024-06-14 23:46 | 2024-06-12 | AGYS | Agilysys Inc. | MAK CAPITAL ONE LLC | SELL | $91.51 | 93,609 | $8,565,823 | 1,449,136 | |
| 2024-06-15 00:59 | 2024-06-12 | CACI | CACI INTERNATIONAL INC /DE/ | Johnson Gregory G | Director | SELL | $428.19 | 200 | $85,639 | 6,078 |
| 2024-06-14 00:52 | 2024-06-11 | IONQ | IonQ, Inc. | Chapman Peter Hume | Director, Officer | SELL | $8.01 | 12,330 | $98,810 | 438,903 |
| 2024-06-14 00:51 | 2024-06-11 | IONQ | IonQ, Inc. | Alameddine Rima | Officer | SELL | $8.01 | 20,372 | $163,257 | 677,275 |
| 2024-06-14 04:38 | 2024-06-13 | IOT | Samsara Inc. | Andreessen Horowitz LSV Fund III, L.P. | 10% owner | SELL | $28.88 | 277,484 | $8,013,377 | 0 |
| 2024-06-13 23:41 | 2024-06-11 | IOT | Samsara Inc. | Biswas Sanjit | Director, Officer, 10% owner | SELL | $29.78 | 96,000 | $2,859,283 | 1,392,712 |
| 2024-06-13 23:40 | 2024-06-11 | IOT | Samsara Inc. | Bicket John | Director, Officer, 10% owner | SELL | $29.78 | 96,000 | $2,859,072 | 1,844,462 |
| 2024-06-14 04:37 | 2024-06-13 | IOT | Samsara Inc. | AH Parallel Fund IV, L.P. | 10% owner | SELL | $28.88 | 277,484 | $8,013,377 | 0 |
| 2024-06-14 00:53 | 2024-06-11 | IONQ | IonQ, Inc. | Kramer Thomas G. | Officer | SELL | $8.01 | 9,577 | $76,748 | 944,647 |
| 2024-06-14 04:36 | 2024-06-13 | IOT | Samsara Inc. | Andreessen Horowitz LSV Fund I, L.P. | 10% owner | SELL | $28.88 | 277,484 | $8,013,377 | 0 |
| 2024-06-14 04:43 | 2024-06-13 | IOT | Samsara Inc. | Andreessen Marc L | Director, 10% owner | SELL | $28.88 | 277,484 | $8,013,377 | 0 |
| 2024-06-12 23:22 | 2024-06-10 | TLS | TELOS CORP | Schaufeld Fredrick | Director | BUY | $4.01 | 283,566 | $1,135,710 | 1,344,147 |
| 2024-06-13 00:54 | 2024-06-10 | IOT | Samsara Inc. | Phillips Dominic | Officer | SELL | $30.49 | 21,053 | $641,912 | 1,137,989 |
| 2024-06-13 00:52 | 2024-06-10 | IOT | Samsara Inc. | Munk James Andrew | Officer | SELL | $30.01 | 1,105 | $33,159 | 337,523 |
| 2024-06-13 00:50 | 2024-06-10 | IOT | Samsara Inc. | Eltoukhy Adam | Officer | SELL | $30.02 | 5,227 | $156,909 | 524,979 |
| 2024-06-13 00:48 | 2024-06-10 | IOT | Samsara Inc. | Caimi Lara | Officer | SELL | $30.01 | 7,604 | $228,228 | 1,189,385 |
| 2024-06-12 23:32 | 2024-06-10 | WAY | Waystar Holding Corp. | DRISCOLL JOHN PATRICK | Director | BUY | $21.50 | 6,000 | $129,000 | 85,623 |
| 2024-06-12 00:04 | 2024-06-07 | AGYS | Agilysys Inc. | MAK CAPITAL ONE LLC | SELL | $93.28 | 106,807 | $9,963,106 | 1,542,745 | |
| 2024-06-10 23:00 | 2024-06-06 | CSPI | CSP INC /MA/ | NERGES JOSEPH R | 10% owner | BUY | $14.13 | 2,500 | $35,318 | 1,358,402 |
| 2024-06-11 02:47 | 2024-06-10 | GDDY | GoDaddy Inc. | Sweet Leah | Director | SELL | $141.59 | 1,000 | $141,590 | 11,317 |
| 2024-06-11 02:46 | 2024-06-07 | GDDY | GoDaddy Inc. | Bhutani Amanpal Singh | Director, Officer | SELL | $138.92 | 7,600 | $1,055,792 | 369,898 |
| 2024-06-11 02:46 | 2024-06-07 | GDDY | GoDaddy Inc. | Daddario Nick | Officer | OPT+S | $139.07 | 7,878 | $1,095,612 | 18,388 |
| 2024-06-11 00:44 | 2024-06-10 | SAIC | Science Applications International Corp | Natarajan Prabu | Officer | BUY | $114.85 | 2,000 | $229,700 | 60,630 |
| 2024-06-10 23:13 | 2024-03-15 | STEM | STEM, INC. | BUZBY DAVID S | Director | BUY | $1.83 | 96,300 | $176,181 | 96,300 |
| 2024-06-07 01:20 | 2024-06-04 | IOT | Samsara Inc. | Biswas Sanjit | Director, Officer, 10% owner | SELL | $33.44 | 96,000 | $3,210,682 | 537,600 |
| 2024-06-07 01:18 | 2024-06-04 | IOT | Samsara Inc. | Bicket John | Director, Officer, 10% owner | SELL | $33.44 | 96,000 | $3,210,557 | 537,600 |
| 2024-06-07 00:04 | 2024-06-04 | AGYS | Agilysys Inc. | MAK CAPITAL ONE LLC | SELL | $93.75 | 85,388 | $8,005,390 | 1,649,552 | |
| 2024-06-05 23:56 | 2024-06-03 | KD | Kyndryl Holdings, Inc. | Khurana Vineet | Officer | OPT+S | $26.36 | 30,430 | $802,244 | 78,722 |
| 2024-06-06 01:55 | 2024-06-04 | GDDY | GoDaddy Inc. | McCaffrey Mark | Officer | SELL | $138.09 | 2,687 | $371,045 | 106,786 |
| 2024-06-06 01:54 | 2024-06-04 | GDDY | GoDaddy Inc. | Daddario Nick | Officer | SELL | $138.09 | 523 | $72,220 | 22,666 |
| 2024-06-06 01:54 | 2024-06-04 | GDDY | GoDaddy Inc. | Bhutani Amanpal Singh | Director, Officer | SELL | $138.09 | 6,825 | $942,457 | 377,498 |
| 2024-06-06 01:54 | 2024-06-03 | GDDY | GoDaddy Inc. | Chen Roger | Officer | SELL | $138.84 | 4,000 | $555,360 | 196,632 |
| 2024-06-05 23:28 | 2024-06-04 | AGYS | Agilysys Inc. | SRINIVASAN RAMESH | Director, Officer | SELL | $92.74 | 50,000 | $4,637,000 | 788,367 |
| 2024-06-04 22:59 | 2024-05-31 | CSPI | CSP INC /MA/ | NERGES JOSEPH R | 10% owner | BUY | $14.26 | 5,500 | $78,412 | 1,355,902 |
| 2024-06-05 02:07 | 2024-05-31 | AGYS | Agilysys Inc. | SRINIVASAN RAMESH | Director, Officer | SELL | $93.54 | 100,000 | $9,354,000 | 838,367 |
| 2024-06-05 00:04 | 2024-06-03 | SLP | Simulations Plus, Inc. | WOLTOSZ WALTER S | Director, 10% owner | SELL | $46.25 | 20,000 | $924,978 | 3,560,857 |
| 2024-06-05 00:03 | 2024-06-03 | SLP | Simulations Plus, Inc. | LaVange Lisa | Director | SELL | $48.26 | 650 | $31,369 | 6,723 |
| 2024-06-04 01:04 | 2024-05-30 | AGYS | Agilysys Inc. | MAK CAPITAL ONE LLC | SELL | $94.12 | 114,786 | $10,803,084 | 1,734,940 | |
| 2024-05-31 23:40 | 2024-05-31 | TLS | TELOS CORP | Schaufeld Fredrick | Director | BUY | $4.47 | 119,295 | $533,249 | 1,060,581 |
| 2024-06-01 00:59 | 2024-05-29 | GDDY | GoDaddy Inc. | McCaffrey Mark | Officer | SELL | $140.13 | 3,000 | $420,390 | 109,473 |
| 2024-06-01 00:50 | 2024-05-29 | AGYS | Agilysys Inc. | SRINIVASAN RAMESH | Director, Officer | OPT+S | $95.80 | 100,000 | $9,580,000 | 938,367 |
| 2024-05-30 23:44 | 2024-05-28 | TLS | TELOS CORP | Schaufeld Fredrick | Director | BUY | $4.42 | 253,366 | $1,119,270 | 941,286 |
| 2024-05-30 23:31 | 2024-05-28 | STEM | STEM, INC. | Tappin Matthew | Officer | SELL | $1.32 | 1,388 | $1,832 | 16,635 |
| 2024-05-31 00:48 | 2024-05-28 | IOT | Samsara Inc. | Biswas Sanjit | Director, Officer, 10% owner | SELL | $37.81 | 96,000 | $3,630,202 | 1,488,712 |
| 2024-05-31 00:47 | 2024-05-28 | IOT | Samsara Inc. | Bicket John | Director, Officer, 10% owner | SELL | $37.81 | 96,000 | $3,630,202 | 1,940,462 |
| 2024-05-30 00:34 | 2024-05-24 | AGYS | Agilysys Inc. | MAK CAPITAL ONE LLC | SELL | $99.88 | 210,732 | $21,048,186 | 1,849,726 | |
| 2024-05-29 23:12 | 2024-05-28 | CACI | CACI INTERNATIONAL INC /DE/ | JEWS WILLIAM L | Director | SELL | $428.57 | 2,000 | $857,140 | 6,825 |
| 2024-05-28 23:01 | 2024-05-23 | CSPI | CSP INC /MA/ | NERGES JOSEPH R | 10% owner | BUY | $14.33 | 5,331 | $76,389 | 1,350,402 |
| 2024-05-24 23:56 | 2024-05-24 | TLS | TELOS CORP | Schaufeld Fredrick | Director | BUY | $3.98 | 54,650 | $217,507 | 687,920 |
| 2024-05-25 01:01 | 2023-07-21 | AUR | Aurora Innovation, Inc. | Uber Technologies, Inc | 10% owner | BUY | $3.00 | 25,037,036 | $75,000,945 | 325,973,411 |
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.