Consumer Cyclical
Exclusive insider sentiment analysis for the Consumer Cyclical sector. Track real-time Director purchases and institutional money flow to identify high-conviction opportunities before the market reacts.
| Filing Date | Trade Date | Ticker | Company Name | Reporting Person | Relationship | Industry | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-07-15 21:37 | 2026-07-13 | ABNB | Airbnb, Inc. | Gebbia Joseph | Director, 10% owner | Travel Services | SALE | $145.50 | 265,000 | $38,557,368 | 2,330,119 | -10.2% |
| 2026-07-15 21:17 | 2026-07-13 | KBH | KB HOME | McGibney Robert V. | Director, Officer; President and CEO | Residential Construction | OPT+S | $55.31 | 20,621 | $1,140,548 | 188,705 | -9.9% |
| 2026-07-15 21:18 | 2026-07-13 | KBH | KB HOME | MEZGER JEFFREY T | Director, Officer; Executive Chairman | Residential Construction | OPT+S | $55.32 | 274,952 | $15,211,664 | 1,894,234 | -12.7% |
| 2026-07-15 21:26 | 2026-07-15 | CCK | CROWN HOLDINGS, INC. | DONAHUE TIMOTHY J | Director, Officer; President & CEO | Packaging & Containers | SALE | $110.29 | 7,500 | $827,175 | 428,570 | -1.7% |
| 2026-07-15 20:39 | 2026-07-13 | BBY | BEST BUY CO INC | SCHULZE RICHARD M | Other | Specialty Retail | SALE | $82.21 | 900,000 | $73,992,960 | 9,530,936 | -8.6% |
| 2026-07-15 20:14 | 2026-07-13 | WWW | WOLVERINE WORLD WIDE INC /DE/ | BOROMISA JEFFREY M | Director | Footwear & Accessories | SALE | $18.14 | 25,000 | $453,500 | 135,400 | -15.6% |
| 2026-07-15 20:00 | 2026-07-14 | GLBE | Global-E Online Ltd. | Debbi Nir | Director, Officer; President | Internet Retail | SALE | $39.06 | 6,642 | $259,411 | 4,527,657 | -0.1% |
| 2026-07-14 20:30 | 2026-07-10 | ETSY | ETSY INC | Silverman Josh | Director, Other | Internet Retail | OPT+S | $79.00 | 39,161 | $3,093,719 | 139,884 | -21.9% |
| 2026-07-14 20:30 | 2026-07-13 | SFIX | Stitch Fix, Inc. | Bacos Anthony | Officer; Chief Prod/Technology Officer | Apparel Retail | OPT+S | $3.62 | 70,000 | $253,141 | 1,011,994 | -6.5% |
| 2026-07-14 17:36 | 2026-07-10 | BNED | Barnes & Noble Education, Inc. | Luster Gary | Officer; SVP, Chief Accounting Officer | Specialty Retail | SALE | $11.61 | 1,066 | $12,376 | 31,934 | -3.2% |
| 2026-07-14 17:37 | 2026-07-10 | BNED | Barnes & Noble Education, Inc. | Neumann Christopher | Officer; EVP General Counsel, Secretary | Specialty Retail | SALE | $11.61 | 2,785 | $32,334 | 81,715 | -3.3% |
| 2026-07-14 17:38 | 2026-07-10 | BNED | Barnes & Noble Education, Inc. | Snagusky Jason | Officer; CFO | Specialty Retail | SALE | $11.61 | 2,237 | $25,972 | 76,762 | -2.8% |
| 2026-07-14 14:31 | 2026-07-13 | CULP | CULP INC | Collier John Douglas | Director | Textile Manufacturing | BUY | $3.45 | 5,000 | $17,250 | 5,000 | +100.0% |
| 2026-07-14 13:22 | 2026-07-13 | LOCO | El Pollo Loco Holdings, Inc. | BIGLARI, SARDAR | 10% owner | Restaurants | SALE | $16.74 | 75,000 | $1,255,500 | 3,560,454 | -2.1% |
| 2026-07-14 10:01 | 2026-07-10 | SE | Sea Ltd | Ye Gang | Director, Officer; COO | Internet Retail | SALE | $113.28 | 40,000 | $4,531,348 | 400,000 | -9.1% |
| 2026-07-14 10:02 | 2026-07-10 | SE | Sea Ltd | Wang Yanjun | Officer; CCO and GC | Internet Retail | SALE | $112.84 | 3,000 | $338,523 | 37,000 | -7.5% |
| 2026-07-14 01:20 | 2026-07-10 | GEFGEF-B | GREIF, INC | Bergwall Timothy | Officer; SVP, Chief Commercial Officer | Packaging & Containers | SALE | $73.14 | 2,000 | $146,289 | 63,832 | -3.0% |
| 2026-07-14 00:55 | 2026-07-10 | RH | RH | DEMILIO MARK S | Director | Specialty Retail | SALE | $168.44 | 2,445 | $411,826 | 25,680 | -8.7% |
| 2026-07-13 18:58 | 2026-07-10 | JEM | 707 Cayman Holdings Ltd. | HRT FINANCIAL LP | 10% owner | Apparel Retail | SALE | $0.60 | 48,418 | $29,099 | 138,001 | -26.0% |
| 2026-07-13 18:58 | 2026-07-09 | JEM | 707 Cayman Holdings Ltd. | HRT FINANCIAL LP | 10% owner | Apparel Retail | BUY | $1.07 | 125,911 | $134,725 | 186,419 | +208.1% |
| 2026-07-13 18:03 | 2026-07-09 | VMAR | Vision Marine Technologies Inc. | HRT FINANCIAL LP | 10% owner | Recreational Vehicles | SALE | $1.25 | 34,746 | $43,433 | 0 | -100.0% |
| 2026-07-13 14:02 | 2026-07-10 | GLBE | Global-E Online Ltd. | Debbi Nir | Director, Officer; President | Internet Retail | SALE | $39.02 | 150 | $5,853 | 4,534,299 | 0.0% |
| 2026-07-13 10:38 | 2026-07-09 | MOGU | MOGU Inc. | Chen Qi | Director | Internet Retail | BUY | $1.99 | 1,300 | $2,587 | 918,887 | +0.1% |
| 2026-07-13 11:00 | 2026-07-09 | GCO | GENESCO INC | SANDFORT GREGORY A | Director | Apparel Retail | BUY | $33.80 | 2,958 | $99,980 | 29,172 | +11.3% |
| 2026-07-13 11:09 | 2026-07-10 | SN | SharkNinja, Inc. | Wang Xuning | Director, 10% owner | Furnishings, Fixtures & Appliances | SALE | $150.36 | 2,668,200 | $401,190,552 | 50,639,560 | -5.0% |
| 2026-07-10 22:35 | 2026-07-09 | VENU | Venu Holding Corp | ROTH JAY W | Director, Officer, 10% owner; CEO & Chairman | Restaurants | BUY | $2.54 | 7,850 | $19,911 | 9,263,114 | +0.1% |
| 2026-07-10 21:13 | 2026-07-09 | WOOF | Petco Health & Wellness Company, Inc. | May Holly | Officer; Chief Human Resources Officer | Specialty Retail | SALE | $2.54 | 200,000 | $508,000 | 1,327,867 | -13.1% |
| 2026-07-10 20:06 | 2026-07-09 | DPZ | DOMINOS PIZZA INC | GARCIA KELLY E | Officer; EVP, Chief Tech & Data Ofcr | Restaurants | OPT+S | $297.01 | 487 | $144,644 | 9,352 | -4.9% |
| 2026-07-10 20:10 | 2026-07-08 | DASH | DoorDash, Inc. | Inukonda Ravi | Officer; CHIEF FINANCIAL OFFICER | Internet Retail | OPT+S | $188.04 | 19,095 | $3,590,633 | 252,443 | -7.0% |
| 2026-07-10 18:49 | 2026-07-08 | CASY | CASEYS GENERAL STORES INC | Bramlage Stephen P JR | Officer; Chief Financial Officer | Specialty Retail | SALE | $838.16 | 5,700 | $4,777,512 | 29,677 | -16.1% |
| 2026-07-10 18:50 | 2026-07-08 | CASY | CASEYS GENERAL STORES INC | Wing Allison M. | Director | Specialty Retail | SALE | $837.58 | 530 | $443,917 | 3,042 | -14.8% |
| 2026-07-10 18:50 | 2026-07-09 | CASY | CASEYS GENERAL STORES INC | Koschel Williams Ena | Officer; Chief Operating Officer | Specialty Retail | SALE | $833.69 | 2,800 | $2,334,332 | 21,969 | -11.3% |
| 2026-07-10 18:29 | 2026-07-09 | CULP | CULP INC | CULP ROBERT GEORGE IV | Director, Officer; President & CEO | Textile Manufacturing | BUY | $3.33 | 2,768 | $9,217 | 129,085 | +2.2% |
| 2026-07-10 10:32 | 2026-07-08 | SE | Sea Ltd | Ye Gang | Director, Officer; COO | Internet Retail | SALE | $105.56 | 40,000 | $4,222,416 | 440,000 | -8.3% |
| 2026-07-10 10:35 | 2026-07-08 | SE | Sea Ltd | Wang Yanjun | Officer; CCO and GC | Internet Retail | SALE | $105.68 | 2,400 | $253,641 | 40,000 | -5.7% |
| 2026-07-10 01:39 | 2026-07-07 | AEO | AMERICAN EAGLE OUTFITTERS INC | Spiegel Noel Joseph | Director | Apparel Retail | SALE | $16.78 | 2,892 | $48,528 | 0 | -100.0% |
| 2026-07-10 01:39 | 2026-07-07 | AEO | AMERICAN EAGLE OUTFITTERS INC | MCMILLAN CARY D | Director | Apparel Retail | SALE | $16.78 | 2,892 | $48,513 | 0 | -100.0% |
| 2026-07-10 00:03 | 2026-07-07 | PLBY | Playboy, Inc. | Kohn Bernhard L III | Director, Officer; CEO & President | Leisure | SALE | $1.16 | 324,453 | $375,100 | 5,488,408 | -5.6% |
| 2026-07-09 22:16 | 2026-07-08 | JEM | 707 Cayman Holdings Ltd. | HRT FINANCIAL LP | 10% owner | Apparel Retail | SALE | $1.13 | 112,322 | $126,924 | 60,508 | -65.0% |
| 2026-07-09 22:16 | 2026-07-07 | JEM | 707 Cayman Holdings Ltd. | HRT FINANCIAL LP | 10% owner | Apparel Retail | BUY | $1.36 | 137,268 | $186,684 | 172,830 | +386.0% |
| 2026-07-09 22:04 | 2026-07-07 | IPW | iPower Inc. | HRT FINANCIAL LP | 10% owner | Internet Retail | SALE | $1.78 | 12,940 | $23,033 | 67,148 | -16.2% |
| 2026-07-09 22:04 | 2026-07-06 | IPW | iPower Inc. | HRT FINANCIAL LP | 10% owner | Internet Retail | BUY | $2.08 | 17,944 | $37,324 | 80,088 | +28.9% |
| 2026-07-09 21:40 | 2026-07-08 | VMAR | Vision Marine Technologies Inc. | HRT FINANCIAL LP | 10% owner | Recreational Vehicles | SALE | $1.25 | 11,359 | $14,199 | 24,983 | -31.3% |
| 2026-07-09 21:40 | 2026-07-07 | VMAR | Vision Marine Technologies Inc. | HRT FINANCIAL LP | 10% owner | Recreational Vehicles | BUY | $1.39 | 10,533 | $14,641 | 36,342 | +40.8% |
| 2026-07-09 20:30 | 2026-07-07 | ABNB | Airbnb, Inc. | Gebbia Joseph | Director, 10% owner | Travel Services | SALE | $150.00 | 2,460 | $369,000 | 2,595,119 | -0.1% |
| 2026-07-09 20:36 | 2026-07-08 | VIRC | VIRCO MFG CORPORATION | VIRTUE DOUGLAS A | Director, Officer; Executive Vice President | Furnishings, Fixtures & Appliances | BUY | $6.00 | 8,088 | $48,504 | 888,668 | +0.9% |
| 2026-07-09 20:42 | 2026-07-07 | WOOF | Petco Health & Wellness Company, Inc. | May Holly | Officer; Chief Human Resources Officer | Specialty Retail | SALE | $2.55 | 250,000 | $637,500 | 1,527,867 | -14.1% |
| 2026-07-09 20:16 | 2026-07-07 | ANDG | Andersen Group Inc. | Durable Capital Partners LP | 10% owner | Personal Services | SALE | $40.01 | 336,736 | $13,472,807 | 1,333,749 | -20.2% |
| 2026-07-09 19:55 | 2026-07-07 | CASY | CASEYS GENERAL STORES INC | REBELEZ DARREN M | Director, Officer; President and CEO | Specialty Retail | SALE | $801.46 | 19,000 | $15,227,689 | 89,174 | -17.6% |
| 2026-07-09 10:14 | 2026-07-07 | VIPS | Vipshop Holdings Ltd | Liu Chun | Director | Internet Retail | SALE | $67.31 | 174 | $11,712 | 6,119 | -2.8% |
Strategic Analysis
Analyzing insider transactions within the Consumer Cyclical sector provides critical insights into institutional sentiment. When multiple executives across different companies in the same industry exhibit similar buying patterns (cluster buying), it often signals an upcoming sector-wide recovery or undervalued market conditions.
Regulatory Transparency
Our platform tracks SEC Form 4 filings in real-time. We differentiate between routine option exercises and open-market purchases to give you a clear view of "Skin in the Game". Understanding the roles of Directors vs. 10% Owners helps prioritize signals that carry the most predictive weight.
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.