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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
2024-03-06 00:23 2024-03-04 STEM STEM, INC. Russo Alan Officer OPT+S $2.48 7,153 $17,739 167,798
2024-03-06 00:23 2024-03-04 STEM STEM, INC. Patel Prakesh Officer OPT+S $2.48 7,153 $17,739 172,980
2024-03-06 00:22 2024-03-04 STEM STEM, INC. Johnson larsh Officer OPT+S $2.48 7,153 $17,739 156,047
2024-03-06 00:20 2024-03-04 STEM STEM, INC. Shukla Rahul Officer SELL $2.47 20,204 $49,904 41,231
2024-03-06 00:21 2024-03-04 STEM STEM, INC. Laureles Saul R. Officer OPT+S $2.48 5,591 $13,866 174,961
2024-03-06 00:56 2024-03-05 RBBN Ribbon Communications Inc. LOPEZ MIGUEL A Officer BUY $2.88 1,000 $2,880 276,875
2024-03-06 00:24 2024-03-04 STEM STEM, INC. Carrington John Eugene Director, Officer OPT+S $2.48 9,885 $24,515 347,356
2024-03-06 00:21 2024-03-04 STEM STEM, INC. BUSH WILLIAM JOHN Officer OPT+S $2.48 10,016 $24,840 391,340
2024-03-06 00:22 2024-03-01 SLP Simulations Plus, Inc. WOLTOSZ WALTER S Director, 10% owner SELL $41.41 20,000 $828,240 3,620,195
2024-03-05 03:16 2024-03-04 GDDY GoDaddy Inc. Daddario Nick Officer SELL $110.54 1,823 $201,514 25,263
2024-03-05 03:16 2024-03-01 GDDY GoDaddy Inc. Chen Roger Officer SELL $114.11 4,000 $456,440 208,632
2024-03-05 03:15 2024-03-04 GDDY GoDaddy Inc. McCaffrey Mark Officer SELL $110.54 28,392 $3,138,403 120,952
2024-03-05 03:15 2024-03-01 GDDY GoDaddy Inc. Bhutani Amanpal Singh Director, Officer SELL $110.99 68,295 $7,580,246 394,423
2024-03-04 18:42 2024-03-01 RBBN Ribbon Communications Inc. McClelland Bruce William Director, Officer BUY $3.02 10,000 $30,202 1,161,963
2024-03-05 05:50 2024-02-28 MDRX Veradigm Inc. STONEHILL CAPITAL MANAGEMENT LLC 10% owner BUY $6.46 10,222,875 $66,001,948 11,435,151
2024-03-02 00:15 2024-02-28 RBBN Ribbon Communications Inc. Macken Patrick W Officer SELL $3.07 42,094 $129,102 161,948
2024-03-02 05:01 2024-02-29 AUR Aurora Innovation, Inc. Hoffman Reid Director SELL $2.53 1,080,000 $2,728,944 459,563
2024-03-02 00:16 2024-03-01 RBBN Ribbon Communications Inc. McClelland Bruce William Director, Officer BUY $3.02 9,900 $29,901 1,161,863
2024-03-01 01:54 2024-02-27 IOT Samsara Inc. Biswas Sanjit Director, Officer, 10% owner SELL $33.65 96,000 $3,230,842 370,335
2024-03-01 01:52 2024-02-27 IOT Samsara Inc. Bicket John Director, Officer, 10% owner SELL $33.66 96,000 $3,230,880 364,172
2024-02-29 00:39 2024-02-26 RBBN Ribbon Communications Inc. Redington Dan Officer SELL $3.10 34,452 $106,660 66,839
2024-02-29 04:59 2024-02-27 AUR Aurora Innovation, Inc. Hoffman Reid Director SELL $2.56 3,292,249 $8,440,997 513,563
2024-02-28 01:25 2024-02-27 STEM STEM, INC. Carrington John Eugene Director, Officer OPT+S $2.70 13,863 $37,430 138,562
2024-02-27 01:50 2024-02-26 STEM STEM, INC. Shukla Rahul Officer OPT+S $2.65 8,244 $21,847 20,204
2024-02-24 04:09 2024-02-21 RBBN Ribbon Communications Inc. Redington Dan Officer SELL $3.12 31,548 $98,386 101,291
2024-02-23 00:35 2024-02-20 IOT Samsara Inc. Biswas Sanjit Director, Officer, 10% owner SELL $32.70 96,000 $3,139,440 466,335
2024-02-23 00:32 2024-02-20 IOT Samsara Inc. Bicket John Director, Officer, 10% owner SELL $32.70 96,000 $3,139,526 460,172
2024-02-23 00:30 2024-02-20 AUR Aurora Innovation, Inc. Hoffman Reid Director SELL $2.86 533,467 $1,523,422 678,176
2024-02-23 00:59 2024-02-21 LDOS Leidos Holdings, Inc. May Gary Stephen Director OPT+S $124.49 2,745 $341,721 11,352
2024-02-23 00:41 2024-02-20 AGYS Agilysys Inc. KEATING MELVIN L Director BUY $77.62 300 $23,287 43,939
2024-02-21 23:54 2024-02-16 CSPI CSP INC /MA/ NERGES JOSEPH R 10% owner BUY $31.46 5,160 $162,347 666,313
2024-02-22 01:07 2024-02-20 STEM STEM, INC. Tappin Matthew Officer SELL $3.05 6,857 $20,914 11,411
2024-02-21 00:55 2024-02-16 STEM STEM, INC. Russo Alan Officer OPT+S $3.17 14,390 $45,616 158,204
2024-02-21 00:53 2024-02-16 STEM STEM, INC. Johnson larsh Officer OPT+S $3.17 12,117 $38,411 69,145
2024-02-21 00:51 2024-02-16 STEM STEM, INC. Patel Prakesh Officer OPT+S $3.17 14,389 $45,613 86,078
2024-02-21 00:49 2024-02-16 STEM STEM, INC. Schaefer Robert Officer OPT+S $3.17 7,866 $24,935 741,675
2024-02-21 00:48 2024-02-16 STEM STEM, INC. Tappin Matthew Officer OPT+S $3.17 10,602 $33,608 18,268
2024-02-21 00:44 2024-02-16 STEM STEM, INC. Carlson Michael James Officer OPT+S $3.17 9,952 $31,548 20,367
2024-02-21 00:57 2024-02-16 STEM STEM, INC. Laureles Saul R. Officer OPT+S $3.17 10,959 $34,740 80,003
2024-02-21 03:01 2024-02-15 IOT Samsara Inc. Eltoukhy Adam Officer SELL $34.75 9,344 $324,749 431,439
2024-02-21 00:47 2024-02-16 STEM STEM, INC. BUSH WILLIAM JOHN Officer OPT+S $3.17 20,367 $64,563 276,814
2024-02-21 01:00 2024-02-16 NTCT NETSCOUT SYSTEMS INC DOWNING JOHN Officer SELL $21.93 3,000 $65,790 111,115
2024-02-17 01:12 2024-02-14 STEM STEM, INC. Tappin Matthew Officer SELL $3.15 4,556 $14,351 4,555
2024-02-17 03:41 2024-02-14 AGYS Agilysys Inc. MAK CAPITAL ONE LLC 10% owner SELL $82.59 867,729 $71,665,738 2,060,458
2024-02-16 02:10 2024-02-13 IOT Samsara Inc. Biswas Sanjit Director, Officer, 10% owner SELL $32.92 96,000 $3,159,946 562,335
2024-02-16 02:08 2024-02-13 IOT Samsara Inc. Bicket John Director, Officer, 10% owner SELL $32.92 96,000 $3,159,984 556,172
2024-02-15 01:12 2024-02-12 CACI CACI INTERNATIONAL INC /DE/ Johnson Gregory G Director SELL $361.69 150 $54,254 6,146
2024-02-14 00:38 2024-02-12 CACI CACI INTERNATIONAL INC /DE/ Johnson Gregory G Director SELL $361.69 150 $54,254 6,446
2024-02-09 01:23 2024-02-06 IOT Samsara Inc. Biswas Sanjit Director, Officer, 10% owner SELL $31.47 96,000 $3,020,870 153,600
2024-02-09 01:21 2024-02-06 IOT Samsara Inc. Bicket John Director, Officer, 10% owner SELL $31.47 96,000 $3,020,995 153,600
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.