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Sector Analysis

Services-Computer Processing & Data Preparation

Standard Industrial Classification: SIC 7374

Industry Insider Sentiment Analysis

The Services-Computer Processing & Data Preparation sector (SIC 7374) 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
2018-07-19 04:04 2018-07-16 WDAY Workday, Inc. Stankey Michael A. Director SELL $133.24 2,681 $357,228 164,586
2018-07-19 03:58 2018-07-16 WDAY Workday, Inc. Sisco Robynne Officer SELL $133.02 6,283 $835,735 138,179
2018-07-19 03:43 2018-07-16 WDAY Workday, Inc. DUFFIELD DAVID A Director, 10% owner SELL $133.33 1,437 $191,588 110,502
2018-07-19 03:40 2018-07-16 WDAY Workday, Inc. Fernandez Gomez Luciano Officer SELL $132.97 3,483 $463,123 191,632
2018-07-19 03:28 2018-07-16 WDAY Workday, Inc. Bozzini James Officer SELL $133.26 4,993 $665,357 223,275
2018-07-19 03:52 2018-07-16 WDAY Workday, Inc. Shaughnessy James P Officer SELL $134.53 2,178 $293,016 75,495
2018-07-19 03:34 2018-07-16 WDAY Workday, Inc. BHUSRI ANEEL Director, Officer SELL $133.38 7,380 $984,364 366,100
2018-07-16 23:06 2018-07-13 CARG CarGurus, Inc. Chrzan Oliver Ian Officer SELL $37.05 18,000 $666,900 2,228,343
2018-07-16 23:05 2018-07-12 CARG CarGurus, Inc. Smith Ian G Director SELL $36.97 5,975 $220,904 640,715
2018-07-16 23:16 2018-07-16 VRSK Verisk Analytics, Inc. Stephenson Scott G Director, Officer OPT+S $112.74 18,173 $2,048,824 656,504
2018-07-13 23:47 2018-07-12 YEXT Yext, Inc. Lerman Howard Director, Officer SELL $18.27 30,000 $548,175 4,994,546
2018-07-13 23:47 2018-07-11 YEXT Yext, Inc. CAKEBREAD STEVEN Officer OPT+S $18.23 20,000 $364,572 0
2018-07-13 23:48 2018-07-13 YEXT Yext, Inc. FERNANDEZ PHILLIP M Director OPT+S $18.19 2,000 $36,380 12,502
2018-07-13 00:01 2018-07-11 YEXT Yext, Inc. Distelburger Brian Director, Officer SELL $18.16 8,160 $148,222 4,549,621
2018-07-13 00:01 2018-07-10 YEXT Yext, Inc. Dixon Tom Christopher Officer OPT+S $19.43 12,500 $242,905 37,764
2018-07-13 01:28 2018-07-11 CARG CarGurus, Inc. Zales Samuel Officer OPT+S $35.76 15,000 $536,400 47,622
2018-07-13 01:25 2018-07-11 CARG CarGurus, Inc. Smith Ian G Director SELL $35.74 2,650 $94,711 646,690
2018-07-13 00:23 2018-07-11 VRSK Verisk Analytics, Inc. Anquillare Mark V Officer OPT+S $111.64 53,125 $5,931,061 61,519
2018-07-13 00:24 2018-07-11 VRSK Verisk Analytics, Inc. Thompson Kenneth E Officer OPT+S $112.62 87,193 $9,819,902 44,165
2018-07-11 23:53 2018-07-09 CARG CarGurus, Inc. Steinert Langley Director, Officer, 10% owner SELL $35.83 130,456 $4,673,978 933,187
2018-07-11 23:15 2018-07-10 CARG CarGurus, Inc. Trevisan Jason Officer SELL $35.51 30,000 $1,065,300 251,002
2018-07-11 23:13 2018-07-09 CARG CarGurus, Inc. Smith Ian G Director SELL $36.15 2,750 $99,406 649,340
2018-07-12 01:09 2018-07-09 WDAY Workday, Inc. DUFFIELD DAVID A Director, 10% owner SELL $127.34 392,758 $50,012,468 111,939
2018-07-12 02:15 2018-07-10 OOMA OOMA INC Narula Ravi Officer SELL $15.45 4,533 $70,047 186,334
2018-07-11 01:47 2018-07-10 VRSK Verisk Analytics, Inc. Shavel Lee Officer BUY $111.88 331 $37,032 28,477
2018-07-11 01:46 2018-07-06 VRSK Verisk Analytics, Inc. Thompson Kenneth E Officer OPT+S $110.79 87,807 $9,728,506 44,165
2018-07-09 23:57 2018-07-06 YEXT Yext, Inc. Lerman Howard Director, Officer SELL $19.32 30,000 $579,690 5,024,546
2018-07-09 23:21 2018-07-06 CARG CarGurus, Inc. Smith Ian G Director SELL $36.00 2,650 $95,400 652,090
2018-07-09 23:19 2018-07-06 CARG CarGurus, Inc. Chrzan Oliver Ian Officer SELL $35.97 6,000 $215,820 2,246,343
2018-07-10 00:41 2018-07-05 FIVN Five9, Inc. Passi Gaurav Officer OPT+S $35.10 979 $34,363 83,588
2018-07-10 00:39 2018-07-05 FIVN Five9, Inc. WELCH SCOTT Officer OPT+S $35.14 1,750 $61,495 91,123
2018-07-10 00:16 2018-07-06 VRSK Verisk Analytics, Inc. MILLS ANDREW G Director SELL $110.00 3,000 $330,000 85,605
2018-07-06 23:51 2018-07-05 YEXT Yext, Inc. Distelburger Brian Director, Officer SELL $19.26 28,160 $542,438 4,557,781
2018-07-06 23:38 2018-07-05 CARG CarGurus, Inc. Steinert Langley Director, Officer, 10% owner SELL $35.85 117,406 $4,208,418 946,234
2018-07-06 23:37 2018-07-03 CARG CarGurus, Inc. Smith Ian G Director SELL $35.64 5,300 $188,892 654,740
2018-07-06 23:36 2018-07-05 CARG CarGurus, Inc. Caputo Thomas Michael Officer OPT+S $35.72 3,094 $110,518 67,834
2018-07-06 23:52 2018-07-05 YEXT Yext, Inc. CAKEBREAD STEVEN Officer OPT+S $19.26 20,000 $385,236 0
2018-07-05 23:54 2018-07-02 YEXT Yext, Inc. Dixon Tom Christopher Officer OPT+S $19.52 32,500 $634,257 37,764
2018-07-03 23:59 2018-06-29 CARG CarGurus, Inc. Chrzan Oliver Ian Officer SELL $34.63 6,000 $207,780 2,253,080
2018-07-03 23:57 2018-07-02 CARG CarGurus, Inc. Steinert Langley Director, Officer, 10% owner SELL $35.28 117,406 $4,141,497 957,974
2018-07-03 23:51 2018-06-29 CARG CarGurus, Inc. Smith Ian G Director SELL $34.78 5,300 $184,334 660,040
2018-07-03 20:02 2018-07-02 ADP Automatic Data Processing, Inc. Bonarti Michael A Officer SELL $132.66 2,372 $314,670 38,651
2018-07-03 23:37 2018-07-02 PEGA PEGASYSTEMS INC STILLWELL KENNETH Officer OPT+S $54.44 1,949 $106,104 9,249
2018-07-02 23:25 2018-07-02 VRSK Verisk Analytics, Inc. Stephenson Scott G Director, Officer OPT+S $107.14 18,294 $1,960,061 642,646
2018-06-30 00:01 2018-06-28 YEXT Yext, Inc. Lerman Howard Director, Officer SELL $18.69 30,000 $560,787 5,054,546
2018-06-29 23:22 2018-06-27 CARG CarGurus, Inc. Smith Ian G Director SELL $34.22 5,300 $181,366 665,340
2018-06-30 02:52 2018-06-29 OOMA OOMA INC Jackson Spencer D. Officer SELL $13.75 5,000 $68,725 25,000
2018-06-30 00:01 2018-06-27 YEXT Yext, Inc. CAKEBREAD STEVEN Officer OPT+S $18.91 20,000 $378,150 0
2018-06-29 00:00 2018-06-27 YEXT Yext, Inc. Distelburger Brian Director, Officer SELL $19.14 8,160 $156,209 4,585,941
2018-06-29 00:00 2018-06-26 YEXT Yext, Inc. Dixon Tom Christopher Officer OPT+S $19.06 12,500 $238,214 37,764
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Services-Computer Processing & Data Preparation sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (7374) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Services-Computer Processing & Data Preparation

Every transaction in the Services-Computer Processing & Data Preparation 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.