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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-07-25 01:42 | 2026-07-23 | LEVI | LEVI STRAUSS & CO | Singh Harmit J | Officer; EVP & Chief Fin. & Growth Ofc. | Apparel Manufacturing | OPT+S | $24.22 | 98,144 | $2,377,048 | 98,747 | -49.8% |
| 2026-07-25 01:14 | 2026-06-23 | MPAA | MOTORCAR PARTS OF AMERICA INC | Cook Jamie Leigh | Officer; SVP, Sales, Merch. & Mktg. | Auto Parts | SALE | $15.03 | 14,074 | $211,473 | 0 | -100.0% |
| 2026-07-24 20:55 | 2026-07-22 | VSXY | Victoria's Secret & Co. | BBRC INTERNATIONAL PTE LTD | 10% owner | Apparel Retail | SALE | $88.89 | 289,479 | $25,731,788 | 8,609,551 | -3.3% |
| 2026-07-24 20:07 | 2026-07-22 | CART | Maplebear Inc. | Fong Morgan | Officer; Chief Legal Officer | Internet Retail | OPT+S | $44.34 | 18,390 | $815,398 | 544,078 | -3.3% |
| 2026-07-24 20:11 | 2026-07-23 | TNL | Travel & Leisure Co. | MARSHALL KIMBERLY | Officer; Chief Human Resources Officer | Travel Services | SALE | $75.00 | 32,691 | $2,451,825 | 0 | -100.0% |
| 2026-07-24 10:03 | 2026-07-22 | SE | Sea Ltd | Wang Yanjun | Officer; CCO and GC | Internet Retail | SALE | $103.20 | 2,400 | $247,679 | 26,500 | -8.3% |
| 2026-07-24 10:04 | 2026-07-22 | SE | Sea Ltd | Ye Gang | Director, Officer; COO | Internet Retail | SALE | $103.19 | 40,000 | $4,127,584 | 240,000 | -14.3% |
| 2026-07-23 20:54 | 2026-07-22 | DPZ | DOMINOS PIZZA INC | GARCIA KELLY E | Officer; EVP, Chief Tech & Data Ofcr | Restaurants | OPT+S | $322.04 | 12,430 | $4,002,978 | 9,352 | -57.1% |
| 2026-07-22 20:30 | 2026-07-20 | ABNB | Airbnb, Inc. | Blecharczyk Nathan | Director, Officer, 10% owner; Chief Strategy Officer | Travel Services | SALE | $145.43 | 13,615 | $1,980,074 | 12,370 | -52.4% |
| 2026-07-22 20:09 | 2026-07-20 | PTON | PELOTON INTERACTIVE, INC. | Kirol Charles Peter | Officer; Chief Operating Officer | Leisure | SALE | $6.49 | 3,198 | $20,753 | 161,242 | -1.9% |
| 2026-07-22 10:05 | 2026-07-20 | SE | Sea Ltd | Wang Yanjun | Officer; CCO and GC | Internet Retail | SALE | $106.36 | 2,400 | $255,273 | 28,900 | -7.7% |
| 2026-07-22 10:06 | 2026-07-20 | SE | Sea Ltd | Ye Gang | Director, Officer; COO | Internet Retail | SALE | $106.43 | 40,000 | $4,257,244 | 280,000 | -12.5% |
| 2026-07-21 22:21 | 2026-07-21 | JACK | JACK IN THE BOX INC | King Mark James | Director, Officer; Exec Chairman & Interim CEO | Restaurants | SALE | $14.70 | 5,626 | $82,702 | 187,552 | -2.9% |
| 2026-07-21 21:39 | 2026-07-17 | LOCO | El Pollo Loco Holdings, Inc. | BIGLARI, SARDAR | 10% owner | Restaurants | SALE | $16.71 | 11,000 | $183,810 | 3,538,961 | -0.3% |
| 2026-07-21 21:21 | 2026-07-17 | DPZ | DOMINOS PIZZA INC | WEINER RUSSELL J | Director, Officer; Chief Executive Officer | Restaurants | OPT+S | $330.83 | 10,850 | $3,589,506 | 43,829 | -19.8% |
| 2026-07-21 20:42 | 2026-07-17 | AEO | AMERICAN EAGLE OUTFITTERS INC | Sable David M. | Director | Apparel Retail | SALE | $17.23 | 5,779 | $99,572 | 53,481 | -9.8% |
| 2026-07-21 20:21 | 2026-07-20 | SFIX | Stitch Fix, Inc. | Bacos Anthony | Officer; Chief Prod/Technology Officer | Apparel Retail | OPT+S | $3.79 | 70,000 | $265,083 | 991,994 | -6.6% |
| 2026-07-21 15:45 | 2026-07-17 | BNED | Barnes & Noble Education, Inc. | Snagusky Jason | Officer; CFO | Specialty Retail | SALE | $12.64 | 5,000 | $63,200 | 71,762 | -6.5% |
| 2026-07-21 01:27 | 2026-07-17 | SN | SharkNinja, Inc. | Barrocas Mark | Director, Officer; Chief Executive Officer | Furnishings, Fixtures & Appliances | SALE | $155.01 | 250,000 | $38,752,500 | 1,996,659 | -11.1% |
| 2026-07-20 21:41 | 2026-07-16 | SFIX | Stitch Fix, Inc. | O'Connor Casey | Officer; Chief Legal Officer | Apparel Retail | SALE | $3.93 | 50,000 | $196,560 | 429,618 | -10.4% |
| 2026-07-20 20:40 | 2026-07-16 | ANF | ABERCROMBIE & FITCH CO /DE/ | Lipesky Scott D. | Officer; EVP and COO | Apparel Retail | SALE | $100.00 | 10,000 | $1,000,000 | 182,534 | -5.2% |
| 2026-07-20 20:20 | 2026-07-16 | TRIP | TripAdvisor, Inc. | Dalton Kristen Ann | Officer; Chief Strategy & Ops Officer | Travel Services | SALE | $15.00 | 7,908 | $118,620 | 117,619 | -6.3% |
| 2026-07-20 20:05 | 2026-07-16 | DPZ | DOMINOS PIZZA INC | JORDAN JOSEPH HUGH | Officer; COO and President-Domino's US | Restaurants | OPT+S | $311.29 | 5,450 | $1,696,531 | 10,905 | -33.3% |
| 2026-07-20 14:01 | 2026-06-17 | TM | TOYOTA MOTOR CORP/ | Sato Koji | Officer; Vice Chairman | Auto Manufacturers | SALE | $17.83 | 88,600 | $1,579,738 | 567,600 | -13.5% |
| 2026-07-20 12:36 | 2026-07-17 | GLBE | Global-E Online Ltd. | Tamari Shahar | Director, Officer; COO | Internet Retail | SALE | $37.98 | 24,999 | $949,500 | 3,906,687 | -0.6% |
| 2026-07-20 10:03 | 2026-07-16 | SE | Sea Ltd | Ye Gang | Director, Officer; COO | Internet Retail | SALE | $105.61 | 40,000 | $4,224,276 | 320,000 | -11.1% |
| 2026-07-20 10:03 | 2026-07-16 | SE | Sea Ltd | Wang Yanjun | Officer; CCO and GC | Internet Retail | SALE | $106.05 | 2,700 | $286,327 | 31,300 | -7.9% |
| 2026-07-20 10:04 | 2026-07-17 | SE | Sea Ltd | Hou Tianyu | Officer; CFO | Internet Retail | SALE | $103.26 | 15,000 | $1,548,944 | 0 | -100.0% |
| 2026-07-18 01:00 | 2026-07-15 | ABNB | Airbnb, Inc. | Gebbia Joseph | Director, 10% owner | Travel Services | SALE | $150.17 | 236,601 | $35,529,852 | 2,093,518 | -10.2% |
| 2026-07-17 21:37 | 2026-07-15 | WSM | WILLIAMS SONOMA INC | ALBER LAURA | Director, Officer; PRESIDENT & CEO | Specialty Retail | SALE | $221.37 | 35,000 | $7,747,894 | 888,524 | -3.8% |
| 2026-07-17 20:30 | 2026-07-15 | ETSY | ETSY INC | Silverman Josh | Director, Other | Internet Retail | OPT+S | $84.00 | 22,881 | $1,922,004 | 139,884 | -14.1% |
| 2026-07-17 20:30 | 2026-07-15 | ETSY | ETSY INC | REIFF MELISSA | Director | Internet Retail | OPT+S | $85.00 | 3,855 | $327,675 | 17,613 | -18.0% |
| 2026-07-17 20:20 | 2026-07-17 | LOVE | Lovesac Co | Mehra Vineet | Director | Furnishings, Fixtures & Appliances | SALE | $18.38 | 5,000 | $91,909 | 17,992 | -21.7% |
| 2026-07-17 20:04 | 2026-07-15 | CART | Maplebear Inc. | BLACKWOOD-KAPRAL LISA | Officer; Chief Accounting Officer | Internet Retail | SALE | $47.64 | 3,016 | $143,682 | 46,835 | -6.1% |
| 2026-07-17 20:06 | 2026-07-16 | CURV | Torrid Holdings Inc. | Abaelu Chinwe | Officer; See Remarks | Apparel Retail | SALE | $2.17 | 25,401 | $54,996 | 201,461 | -11.2% |
| 2026-07-17 15:50 | 2026-07-08 | CTRN | Citi Trends Inc | George Katrina | Officer; VP of Human Resources | Apparel Retail | SALE | $56.42 | 126 | $7,109 | 5,713 | -2.2% |
| 2026-07-17 12:48 | 2026-07-16 | GLBE | Global-E Online Ltd. | Debbi Nir | Director, Officer; President | Internet Retail | SALE | $38.45 | 600 | $23,068 | 4,444,867 | 0.0% |
| 2026-07-17 12:48 | 2026-07-16 | ASO | Academy Sports & Outdoors, Inc. | Tweedy Jeffrey C. | Director | Specialty Retail | SALE | $48.00 | 1,200 | $57,600 | 10,567 | -10.2% |
| 2026-07-17 12:58 | 2026-07-16 | GLBE | Global-E Online Ltd. | Schlachet Amir | Director, Officer; CEO | Internet Retail | SALE | $38.44 | 24,999 | $960,894 | 4,091,729 | -0.6% |
| 2026-07-17 11:48 | 2026-07-13 | MOGU | MOGU Inc. | Chen Qi | Director | Internet Retail | BUY | $1.99 | 7,281 | $14,489 | 926,168 | +0.8% |
| 2026-07-16 21:33 | 2026-07-14 | LOCO | El Pollo Loco Holdings, Inc. | BIGLARI, SARDAR | 10% owner | Restaurants | SALE | $16.71 | 10,493 | $175,335 | 3,549,961 | -0.3% |
| 2026-07-16 21:16 | 2026-07-16 | KSS | KOHLS Corp | Steinmetz Mari | Officer; Sr. EVP, Chief People Officer | Department Stores | SALE | $17.17 | 53 | $910 | 243,119 | 0.0% |
| 2026-07-16 20:44 | 2026-07-15 | KWY | KINGSWAY Corp | Hansen Kent A | Officer; CFO & EVP | Auto & Truck Dealerships | BUY | $9.76 | 161 | $1,571 | 135,863 | +0.1% |
| 2026-07-16 20:47 | 2026-07-14 | AZIO | Envirotech Vehicles, Inc. | Yang Jenny | Officer; Chief Administrative Officer | Auto Manufacturers | BUY | $0.00 | 24,604 | $0 | 147,622 | +20.0% |
| 2026-07-16 20:32 | 2026-07-15 | VIRC | VIRCO MFG CORPORATION | VIRTUE DOUGLAS A | Director, Officer; Executive Vice President | Furnishings, Fixtures & Appliances | BUY | $6.00 | 5,740 | $34,438 | 894,408 | +0.6% |
| 2026-07-16 20:40 | 2026-07-14 | AZIO | Envirotech Vehicles, Inc. | Chen Gary | Officer; Chief Product Officer | Auto Manufacturers | SALE | $0.00 | 12,302 | $0 | 492,070 | -2.4% |
| 2026-07-16 20:43 | 2026-07-15 | KWY | KINGSWAY Corp | Fitzgerald John Taylor Maloney | Director, Officer; President and CEO | Auto & Truck Dealerships | BUY | $9.76 | 256 | $2,499 | 1,426,136 | +0.0% |
| 2026-07-16 20:22 | 2026-07-14 | AZIO | Envirotech Vehicles, Inc. | Young Chris J. | Director, Officer; Chief Executive Officer | Auto Manufacturers | SALE | $0.00 | 12,302 | $0 | 492,070 | -2.4% |
| 2026-07-16 20:13 | 2026-07-14 | PTON | PELOTON INTERACTIVE, INC. | Baig Saqib | Officer; Chief Accounting Officer | Leisure | SALE | $6.12 | 5,000 | $30,589 | 229,046 | -2.1% |
| 2026-07-16 13:11 | 2026-07-15 | ALH | Alliance Laundry Holdings Inc. | Vleugels Jan Gommaar M. | Officer; COO - INTERNATIONAL | Furnishings, Fixtures & Appliances | SALE | $25.40 | 75,000 | $1,905,000 | 524,563 | -12.5% |
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.