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Sector Analysis

Services-Home Health Care Services

Standard Industrial Classification: SIC 8082

Industry Insider Sentiment Analysis

The Services-Home Health Care Services sector (SIC 8082) 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
2025-02-21 00:30 2025-02-18 BTSG BrightSpring Health Services, Inc. Walgreens Boots Alliance, Inc. SELL $21.16 12,000,000 $253,920,000 11,239,996
2025-01-04 01:30 2025-01-02 ADUS Addus HomeCare Corporation ALLISON R DIRK Director, Officer OPT+S $124.76 25,000 $3,118,878 79,397
2024-12-30 19:10 2024-12-30 CHE CHEMED CORP Judkins Brian C Officer BUY $519.50 145 $75,328 1,678
2024-12-20 18:38 2024-03-20 CHE CHEMED CORP Judkins Brian C Officer OPT+S $645.00 11,158 $7,196,910 1,533
2024-12-13 01:01 2024-12-12 EHAB Enhabit, Inc. Bolton Jeffrey Director BUY $8.69 4,000 $34,760 98,144
2024-12-13 00:35 2024-12-10 AHCO AdaptHealth Corp. Clemens Jason A Officer SELL $9.35 35,000 $327,250 420,719
2024-12-12 01:56 2024-12-10 EHAB Enhabit, Inc. MCGUIGAN STUART M Director BUY $8.81 15,000 $132,150 46,810
2024-12-11 01:30 2024-12-09 ADUS Addus HomeCare Corporation Stevenson Roberton James Officer OPT+S $121.00 2,250 $272,250 10,217
2024-11-29 18:38 2024-11-27 CHE CHEMED CORP LEE SPENCER S Officer SELL $575.62 732 $421,356 18,287
2024-11-28 01:35 2024-11-25 ADUS Addus HomeCare Corporation ALLISON R DIRK Director, Officer OPT+S $123.16 12,500 $1,539,556 79,397
2024-11-27 02:30 2024-11-25 ADUS Addus HomeCare Corporation ALLISON R DIRK Director, Officer OPT+S $123.16 12,500 $1,539,556 141,897
2024-11-26 19:24 2024-11-25 CHE CHEMED CORP MCNAMARA KEVIN J Director, Officer SELL $572.77 2,000 $1,145,540 101,735
2024-11-22 21:37 2024-11-22 CHE CHEMED CORP LEE SPENCER S Officer SELL $565.71 1,000 $565,710 19,019
2024-11-16 00:15 2024-11-13 AHCO AdaptHealth Corp. WOLF DALE B Director SELL $10.80 7,000 $75,600 74,889
2024-11-14 01:27 2024-11-08 OPCH Option Care Health, Inc. KRAEMER HARRY M JANSEN JR Director BUY $22.54 43,000 $969,031 326,334
2024-11-13 01:14 2024-11-08 EHAB Enhabit, Inc. Bolton Jeffrey Director BUY $7.72 10,000 $77,177 94,144
2024-09-27 18:17 2024-09-26 CHE CHEMED CORP WALSH GEORGE J III Director SELL $597.47 400 $238,988 3,046
2024-09-27 18:27 2024-09-26 CHE CHEMED CORP MCNAMARA KEVIN J Director, Officer SELL $598.81 2,000 $1,197,620 103,735
2024-09-25 01:25 2024-09-20 AHCO AdaptHealth Corp. Rietkerk Shaw SELL $11.24 25,000 $281,000 212,611
2024-09-13 23:36 2024-09-11 BTSG BrightSpring Health Services, Inc. KKR Phoenix Aggregator L.P. 10% owner BUY $11.13 11,619,998 $129,330,578 92,959,984
2024-09-13 23:30 2024-09-12 ADUS Addus HomeCare Corporation POFF BRIAN Officer SELL $128.62 6,839 $879,655 24,705
2024-09-13 23:30 2024-09-12 ADUS Addus HomeCare Corporation GAFFNEY SEAN Officer SELL $129.15 2,962 $382,542 15,040
2024-09-13 23:44 2024-09-11 BTSG BrightSpring Health Services, Inc. KKR Group Partnership L.P. 10% owner BUY $11.13 11,619,998 $129,330,578 92,959,984
2024-09-14 02:04 2024-09-11 BTSG BrightSpring Health Services, Inc. Walgreens Boots Alliance, Inc. 10% owner SELL $129,330,577.74 11,619,998 $1,502,821,054,677,644 23,239,996
2024-09-11 23:30 2024-09-10 ADUS Addus HomeCare Corporation Lopez Esteban Director SELL $127.50 500 $63,750 3,366
2024-09-10 18:14 2024-09-09 CHE CHEMED CORP Westfall Nicholas Michael Officer SELL $569.35 1,713 $975,297 6,109
2024-09-06 23:30 2024-09-04 ADUS Addus HomeCare Corporation Lopez Esteban Director SELL $130.03 500 $65,015 3,866
2024-09-06 01:45 2024-03-04 AHCO AdaptHealth Corp. Prast Albert A. Officer OPT+S $10.41 135,443 $1,409,962 181,083
2024-09-05 23:21 2024-09-03 OPCH Option Care Health, Inc. Pate R Carter Director SELL $32.37 1,465 $47,421 36,126
2024-09-04 03:25 2024-05-23 AHCO AdaptHealth Corp. Williams David Solomon III Director SELL $10.55 8,509 $89,778 36,899
2024-09-03 23:30 2024-08-29 ADUS Addus HomeCare Corporation BICKHAM W BRADLEY Officer SELL $132.18 5,000 $660,913 43,000
2024-08-28 23:30 2024-08-26 ADUS Addus HomeCare Corporation WATTENBARGER MICHAEL D. Officer OPT+S $133.29 21,917 $2,921,267 7,215
2024-08-28 23:30 2024-08-26 ADUS Addus HomeCare Corporation TUCKER DAVID W. Officer OPT+S $133.13 15,285 $2,034,953 8,345
2024-08-28 23:30 2024-08-26 ADUS Addus HomeCare Corporation BLESSING CLIFF DONALD Officer SELL $133.50 1,600 $213,592 7,379
2024-08-26 19:21 2024-08-16 CHE CHEMED CORP LINDELL ANDREA R Director SELL $571.51 831 $474,925 5,725
2024-08-23 23:43 2024-08-22 EHAB Enhabit, Inc. Bolton Jeffrey Director BUY $8.01 5,000 $40,050 78,877
2024-08-24 00:27 2024-08-22 OPCH Option Care Health, Inc. SHAPIRO MICHAEL H. Officer OPT+S $30.95 23,217 $718,501 247,317
2024-08-22 19:06 2024-08-21 CHE CHEMED CORP WALSH GEORGE J III Director SELL $577.95 200 $115,590 3,446
2024-08-23 02:38 2024-08-21 OPCH Option Care Health, Inc. BETTEN ELIZABETH QUADROS Director SELL $31.09 47,531 $1,477,530 21,339
2024-08-23 02:36 2024-08-22 OPCH Option Care Health, Inc. SULLIVAN TIMOTHY P Director SELL $30.91 47,249 $1,460,589 20,814
2024-08-19 23:23 2024-08-15 OPCH Option Care Health, Inc. Bavaro Michael Officer OPT+S $31.42 5,765 $181,136 43,428
2024-08-12 23:04 2024-08-08 EHAB Enhabit, Inc. Bolton Jeffrey Director BUY $8.38 7,000 $58,650 73,877
2024-08-12 18:57 2024-08-07 CHE CHEMED CORP HUTTON THOMAS C Director, Officer SELL $576.32 4,827 $2,781,897 32,765
2024-08-09 21:13 2024-08-08 CHE CHEMED CORP LEE SPENCER S Officer OPT+S $580.48 1,016 $589,768 18,611
2024-08-09 20:56 2024-08-06 CHE CHEMED CORP HUTTON THOMAS C Director, Officer SELL $576.32 4,827 $2,781,897 32,765
2024-08-06 18:14 2024-08-05 CHE CHEMED CORP MCNAMARA KEVIN J Director, Officer OPT+S $569.63 2,000 $1,139,260 105,735
2024-08-01 22:17 2024-07-30 CHE CHEMED CORP Westfall Nicholas Michael Officer SELL $561.58 2,000 $1,123,160 6,109
2024-07-31 17:49 2024-07-30 CHE CHEMED CORP Westfall Nicholas Michael Officer SELL $561.58 2,000 $1,123,160 5,990
2024-06-18 23:05 2024-06-17 ADUS Addus HomeCare Corporation Stevenson Roberton James Officer SELL $116.13 217 $25,200 10,217
2024-06-13 22:45 2024-06-12 CHE CHEMED CORP GRACE PATRICK P Director SELL $540.98 284 $153,638 3,270
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Services-Home Health Care Services sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (8082) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Services-Home Health Care Services

Every transaction in the Services-Home Health Care 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.