Consumer Defensive
Exclusive insider sentiment analysis for the Consumer Defensive 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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-07-23 21:33 | 2026-07-22 | PSMT | PRICESMART INC | Bahrambeygui Sherry S. | Director | Discount Stores | SALE | $186.76 | 800 | $149,408 | 38,749 | -2.0% |
| 2026-07-23 20:47 | 2026-07-22 | LWAY | Lifeway Foods, Inc. | SMOLYANSKY LUDMILA | Other | Packaged Foods | SALE | $30.11 | 100,000 | $3,011,400 | 507,207 | -16.5% |
| 2026-07-23 11:19 | 2026-07-14 | COE | 51Talk Online Education Group | Huang Jack Jiajia | Director, Officer, 10% owner; Chief Executive Officer | Education & Training Services | BUY | $16.86 | 622,140 | $10,490,587 | 31,484,940 | +2.0% |
| 2026-07-22 20:47 | 2026-07-20 | HSY | HERSHEY CO | HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL | 10% owner | Confectioners | SALE | $171.17 | 30,000 | $5,135,061 | 1,176,119 | -2.5% |
| 2026-07-22 10:08 | 2026-07-21 | YQ | 17 Education & Technology Group Inc. | Liu Chang | Director, Officer, 10% owner; Chief Executive Officer | Education & Training Services | BUY | $2.17 | 9,287 | $20,149 | 44,214 | +26.6% |
| 2026-07-21 22:01 | 2026-07-17 | CAG | CONAGRA BRANDS INC. | Brase John P | Director, Officer; President and CEO | Packaged Foods | BUY | $14.59 | 35,000 | $510,633 | 35,000 | +100.0% |
| 2026-07-21 20:26 | 2026-07-20 | HSY | HERSHEY CO | Voskuil Steven E | Officer; SVP, Chief Financial Officer | Confectioners | SALE | $170.00 | 1,500 | $255,000 | 53,195 | -2.7% |
| 2026-07-20 22:34 | 2026-07-16 | PSMT | PRICESMART INC | PRICE ROBERT E | Director, 10% owner | Discount Stores | SALE | $187.26 | 21,254 | $3,980,009 | 109,257 | -16.3% |
| 2026-07-20 21:13 | 2026-07-20 | LND | BrasilAgro - Brazilian Agricultural Real Estate Co | Lopez Gustavo Javier | Director | Farm Products | SALE | $3.84 | 4,000 | $15,360 | 78,266 | -4.9% |
| 2026-07-20 20:19 | 2026-07-17 | PSMT | PRICESMART INC | Bahrambeygui Sherry S. | Director | Discount Stores | SALE | $190.30 | 400 | $76,120 | 39,549 | -1.0% |
| 2026-07-20 20:03 | 2026-07-16 | HSY | HERSHEY CO | HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL | 10% owner | Confectioners | SALE | $173.22 | 20,000 | $3,464,498 | 1,206,119 | -1.6% |
| 2026-07-20 12:52 | 2026-03-26 | COE | 51Talk Online Education Group | Shu Ting | Director | Education & Training Services | BUY | $0.00 | 7,471,500 | $0 | 30,862,800 | +31.9% |
| 2026-07-20 12:17 | 2026-07-09 | COE | 51Talk Online Education Group | Huang Jack Jiajia | Director, Officer, 10% owner; Chief Executive Officer | Education & Training Services | BUY | $17.12 | 495,360 | $8,480,316 | 30,862,800 | +1.6% |
| 2026-07-20 10:34 | 2026-07-17 | YQ | 17 Education & Technology Group Inc. | Liu Chang | Director, Officer, 10% owner; Chief Executive Officer | Education & Training Services | BUY | $2.08 | 7,633 | $15,887 | 34,927 | +28.0% |
| 2026-07-17 21:57 | 2026-07-16 | WMT | Walmart Inc. | Nicholas Christopher James | Officer; Executive Vice President | Discount Stores | SALE | $114.14 | 2,900 | $330,998 | 572,053 | -0.5% |
| 2026-07-17 21:00 | 2026-07-16 | PFGC | Performance Food Group Co | HOLM GEORGE L | Director, Officer; See Remarks | Food Distribution | OPT+S | $112.80 | 33,000 | $3,722,252 | 1,621,552 | -2.0% |
| 2026-07-17 20:11 | 2026-07-15 | BJ | BJ's Wholesale Club Holdings, Inc. | Eddy Robert W. | Director, Officer; President & CEO | Discount Stores | SALE | $90.67 | 8,000 | $725,374 | 282,330 | -2.8% |
| 2026-07-16 22:58 | 2026-07-15 | LWAY | Lifeway Foods, Inc. | SMOLYANSKY EDWARD | 10% owner | Packaged Foods | SALE | $32.02 | 66,916 | $2,142,757 | 1,004,793 | -6.2% |
| 2026-07-15 21:07 | 2026-07-13 | HSY | HERSHEY CO | HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL | 10% owner | Confectioners | SALE | $172.53 | 30,000 | $5,175,855 | 1,226,119 | -2.4% |
| 2026-07-15 20:48 | 2026-07-13 | CVSA | Covista Inc. | Beard, Stephen W. | Officer; Chairman & CEO | Education & Training Services | SALE | $132.75 | 5,291 | $702,401 | 418,742 | -1.2% |
| 2026-07-15 20:27 | 2026-07-13 | PSMT | PRICESMART INC | Bahrambeygui Sherry S. | Director | Discount Stores | SALE | $194.63 | 1,300 | $253,019 | 39,949 | -3.2% |
| 2026-07-15 18:28 | 2026-07-14 | KR | KROGER CO | COSSET YAEL | Officer; Executive Vice President | Grocery Stores | SALE | $58.80 | 30,000 | $1,764,000 | 127,868 | -19.0% |
| 2026-07-14 20:50 | 2026-07-13 | PSMT | PRICESMART INC | INFANTE BEATRIZ V | Director | Discount Stores | SALE | $195.98 | 800 | $156,784 | 11,210 | -6.7% |
| 2026-07-13 10:51 | 2026-07-06 | COE | 51Talk Online Education Group | Huang Jack Jiajia | Director, Officer, 10% owner; Chief Executive Officer | Education & Training Services | BUY | $16.55 | 562,560 | $9,312,787 | 30,367,440 | +1.9% |
| 2026-07-10 21:29 | 2026-07-09 | AVO | Mission Produce, Inc. | Globalharvest Holdings Venture Ltd | 10% owner | Food Distribution | BUY | $13.28 | 592,957 | $7,874,469 | 12,963,396 | +4.8% |
| 2026-07-10 20:53 | 2026-07-09 | HSY | HERSHEY CO | HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL | 10% owner | Confectioners | SALE | $172.38 | 20,000 | $3,447,688 | 1,256,119 | -1.6% |
| 2026-07-10 20:05 | 2026-07-08 | HRL | HORMEL FOODS CORP /DE/ | Bhojwani Gary C. | Director | Packaged Foods | SALE | $24.51 | 20,200 | $495,159 | 32,002 | -38.7% |
| 2026-07-10 20:06 | 2026-07-08 | MAMA | Mama's Creations, Inc. | Tappan Moore III | Officer; Chief Operating Officer | Packaged Foods | SALE | $18.65 | 472 | $8,802 | 12,869 | -3.5% |
| 2026-07-09 23:35 | 2026-07-06 | LWAY | Lifeway Foods, Inc. | SMOLYANSKY EDWARD | 10% owner | Packaged Foods | SALE | $29.47 | 47,082 | $1,387,714 | 1,071,709 | -4.2% |
| 2026-07-09 21:59 | 2026-07-07 | EDBL | Edible Garden AG Inc | HRT FINANCIAL LP | 10% owner | Farm Products | SALE | $0.10 | 537,670 | $53,229 | 322,311 | -62.5% |
| 2026-07-09 21:26 | 2026-07-07 | JSDA | JONES SODA CO. | Harvey Scott F. | Officer; President and CEO | Beverages - Non-Alcoholic | BUY | $0.00 | 303,030 | $0 | 303,030 | +100.0% |
| 2026-07-09 20:59 | 2026-07-07 | CVSA | Covista Inc. | BECK DOUGLAS G. | Officer; SVP, GC, Corp. Sec & ISS | Education & Training Services | SALE | $135.37 | 5,089 | $688,910 | 33,070 | -13.3% |
| 2026-07-09 21:00 | 2026-07-07 | CVSA | Covista Inc. | Phelan Robert J. | Officer; Chief Financial Officer | Education & Training Services | SALE | $135.40 | 5,314 | $719,499 | 50,492 | -9.5% |
| 2026-07-09 20:15 | 2026-07-08 | LGCY | Legacy Education Inc. | Rohmann LeeAnn | Director, Officer; Chief Executive Officer | Education & Training Services | SALE | $11.50 | 5,000 | $57,503 | 883,123 | -0.6% |
| 2026-07-09 20:23 | 2026-07-07 | AVO | Mission Produce, Inc. | Globalharvest Holdings Venture Ltd | 10% owner | Food Distribution | BUY | $13.41 | 1,179,087 | $15,813,561 | 12,370,439 | +10.5% |
| 2026-07-09 00:19 | 2026-07-06 | AVO | Mission Produce, Inc. | Globalharvest Holdings Venture Ltd | 10% owner | Food Distribution | BUY | $12.73 | 650,415 | $8,279,783 | 11,191,352 | +6.2% |
| 2026-07-08 21:35 | 2026-07-06 | SFM | Sprouts Farmers Market, Inc. | Sinclair Jack | Director, Officer; Chief Executive Officer | Grocery Stores | OPT+S | $86.14 | 21,576 | $1,858,559 | 269,980 | -7.4% |
| 2026-07-08 21:17 | 2026-07-06 | HSY | HERSHEY CO | HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL | 10% owner | Confectioners | SALE | $176.95 | 30,000 | $5,308,566 | 1,276,119 | -2.3% |
| 2026-07-08 12:44 | 2026-06-29 | COE | 51Talk Online Education Group | Huang Jack Jiajia | Director, Officer, 10% owner; Chief Executive Officer | Education & Training Services | BUY | $16.26 | 1,444,920 | $23,487,319 | 29,804,880 | +5.1% |
| 2026-07-07 20:35 | 2026-07-01 | EDBL | Edible Garden AG Inc | HRT FINANCIAL LP | 10% owner | Farm Products | BUY | $0.15 | 416,812 | $63,439 | 859,981 | +94.1% |
| 2026-07-06 20:20 | 2026-07-02 | HSY | HERSHEY CO | Robbin-Coker Cordel | Director | Confectioners | SALE | $180.37 | 124 | $22,366 | 1,643 | -7.0% |
| 2026-07-06 20:55 | 2026-07-01 | AFYA | Afya Ltd | Junior Lelio de Souza | Officer; Vice President | Education & Training Services | SALE | $15.00 | 36,204 | $543,060 | 0 | -100.0% |
| 2026-07-06 20:00 | 2026-07-02 | HSY | HERSHEY CO | HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL | 10% owner | Confectioners | SALE | $181.26 | 10,000 | $1,812,638 | 1,306,119 | -0.8% |
| 2026-07-06 16:31 | 2026-07-06 | UMEW | UMeWorld Inc. | Ding Yongbiao | Officer; CFO | Packaged Foods | SALE | $0.90 | 10,000 | $9,000 | 1,653,834 | -0.6% |
| 2026-07-06 10:17 | 2026-07-02 | TOFB | TOFUTTI BRANDS INC | A-6684 Ltd. | 10% owner | Packaged Foods | BUY | $0.65 | 3,936 | $2,558 | 710,100 | +0.6% |
| 2026-07-06 10:02 | 2026-07-02 | YQ | 17 Education & Technology Group Inc. | Liu Chang | Director, Officer, 10% owner; Chief Executive Officer | Education & Training Services | BUY | $2.20 | 18,988 | $41,753 | 22,910 | +484.1% |
| 2026-07-02 20:55 | 2026-07-02 | LOCL | Local Bounti Corporation/DE | VALIASEK KATHLEEN | Officer; President and CEO | Farm Products | SALE | $1.30 | 118,720 | $154,336 | 1,524,860 | -7.2% |
| 2026-07-02 20:57 | 2026-07-01 | LND | BrasilAgro - Brazilian Agricultural Real Estate Co | Lopez Gustavo Javier | Director | Farm Products | SALE | $3.49 | 2,000 | $6,980 | 82,266 | -2.4% |
| 2026-07-02 21:00 | 2026-07-01 | PFGC | Performance Food Group Co | HOLM GEORGE L | Director, Officer; See Remarks | Food Distribution | OPT+S | $112.30 | 33,000 | $3,706,032 | 1,621,552 | -2.0% |
| 2026-07-02 20:20 | 2026-07-01 | WMT | Walmart Inc. | Bartlett Daniel J | Officer; Executive Vice President | Discount Stores | SALE | $109.64 | 3,775 | $413,891 | 630,009 | -0.6% |
Strategic Analysis
Analyzing insider transactions within the Consumer Defensive 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.