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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-07-02 23:28 | 2026-06-26 | LWAY | Lifeway Foods, Inc. | SMOLYANSKY EDWARD | 10% owner | Packaged Foods | SALE | $29.41 | 176,090 | $5,179,370 | 852,642 | -17.1% |
| 2026-07-02 21:52 | 2026-06-09 | ELF | e.l.f. Beauty, Inc. | AMIN TARANG | Director, Officer; Chief Executive Officer | Household & Personal Products | SALE | $51.53 | 7,000 | $360,710 | 128,593 | -5.2% |
| 2026-07-02 21:55 | 2026-07-01 | ELF | e.l.f. Beauty, Inc. | AMIN TARANG | Director, Officer; Chief Executive Officer | Household & Personal Products | OPT+S | $78.24 | 50,164 | $3,924,851 | 110,496 | -31.2% |
| 2026-07-02 21:57 | 2026-07-01 | ELF | e.l.f. Beauty, Inc. | Hartnett Jennifer Catherine | Officer; Chief Commercial Officer | Household & Personal Products | SALE | $80.00 | 25,357 | $2,028,560 | 28,699 | -46.9% |
| 2026-07-02 21:45 | 2026-06-04 | ELF | e.l.f. Beauty, Inc. | AMIN TARANG | Director, Officer; Chief Executive Officer | Household & Personal Products | SALE | $51.94 | 15,829 | $822,158 | 135,593 | -10.5% |
| 2026-07-01 20:10 | 2026-07-01 | LMNR | Limoneira CO | Hamm Gregory C. | Officer; VP, CFO and Treasurer | Farm Products | SALE | $13.05 | 1,000 | $13,054 | 87,812 | -1.1% |
| 2026-07-01 23:31 | 2026-06-30 | NCRA | NOCERA, INC. | HRT FINANCIAL LP | 10% owner | Packaged Foods | SALE | $0.10 | 199,781 | $20,178 | 1,347,050 | -12.9% |
| 2026-07-01 23:31 | 2026-06-29 | NCRA | NOCERA, INC. | HRT FINANCIAL LP | 10% owner | Packaged Foods | BUY | $0.10 | 117,565 | $12,109 | 1,546,831 | +8.2% |
| 2026-07-01 21:14 | 2026-06-29 | HSY | HERSHEY CO | HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL | 10% owner | Confectioners | SALE | $178.67 | 30,000 | $5,360,058 | 1,316,119 | -2.2% |
| 2026-07-01 15:21 | 2026-06-30 | ODD | Oddity Tech Ltd | Drucker Mann Lindsay | Officer; Global Chief Financial Officer | Household & Personal Products | OPT+S | $15.09 | 109,602 | $1,653,993 | 92,036 | -54.4% |
| 2026-07-01 10:34 | 2026-06-29 | DAO | Youdao, Inc. | Li Yongwei | Officer; Vice President | Education & Training Services | OPT+S | $0.00 | 6,300 | $0 | 3,420 | -64.8% |
| 2026-07-01 00:00 | 2026-06-29 | UTI | UNIVERSAL TECHNICAL INSTITUTE INC | Grant Jerome Alan | Director, Officer; Chief Executive Officer | Education & Training Services | SALE | $41.40 | 94,500 | $3,912,309 | 335,715 | -22.0% |
| 2026-06-30 21:13 | 2026-06-29 | LND | BrasilAgro - Brazilian Agricultural Real Estate Co | Elsztain Alejandro Gustavo | Director | Farm Products | BUY | $3.57 | 29,000 | $103,608 | 670,370 | +4.5% |
| 2026-06-30 20:52 | 2026-06-26 | AFYA | Afya Ltd | Junior Lelio de Souza | Officer; Vice President | Education & Training Services | SALE | $15.00 | 41,541 | $623,115 | 36,204 | -53.4% |
| 2026-06-30 20:55 | 2026-06-26 | AFYA | Afya Ltd | Basolli Gomiero Mirella | Officer; Vice President | Education & Training Services | SALE | $14.80 | 10,000 | $148,000 | 34,530 | -22.5% |
| 2026-06-30 20:42 | 2026-06-29 | SJM | J M SMUCKER Co | Penrose Jill R | Officer; Chief People Officer | Packaged Foods | SALE | $116.70 | 5,000 | $583,475 | 15,795 | -24.0% |
| 2026-06-30 20:46 | 2026-06-29 | TGT | TARGET CORP | ROATH LISA R | Officer; Executive Officer | Discount Stores | SALE | $138.07 | 7,000 | $966,490 | 35,465 | -16.5% |
| 2026-06-30 20:16 | 2026-06-30 | AVO | Mission Produce, Inc. | Pack Jay A | Director | Food Distribution | BUY | $12.10 | 40,000 | $484,000 | 579,965 | +7.4% |
| 2026-06-30 12:03 | 2026-06-23 | COE | 51Talk Online Education Group | Huang Jack Jiajia | Director, Officer, 10% owner; Chief Executive Officer | Education & Training Services | BUY | $15.54 | 1,063,080 | $16,524,728 | 28,359,960 | +3.9% |
| 2026-06-29 23:37 | 2026-06-26 | VFF | Village Farms International, Inc. | DEGIGLIO MICHAEL A | Director, Officer; Chief Executive Officer | Farm Products | BUY | $1.88 | 40,000 | $75,328 | 9,695,775 | +0.4% |
| 2026-06-29 21:38 | 2026-06-26 | NCRA | NOCERA, INC. | HRT FINANCIAL LP | 10% owner | Packaged Foods | SALE | $0.10 | 95,466 | $9,069 | 1,664,396 | -5.4% |
| 2026-06-29 21:38 | 2026-06-25 | NCRA | NOCERA, INC. | HRT FINANCIAL LP | 10% owner | Packaged Foods | BUY | $0.09 | 137,430 | $12,644 | 1,759,862 | +8.5% |
| 2026-06-29 21:29 | 2026-06-26 | SJM | J M SMUCKER Co | Knudsen Jeannette L | Officer; Chief Legal Officer | Packaged Foods | SALE | $115.08 | 4,353 | $500,943 | 16,835 | -20.5% |
| 2026-06-29 21:00 | 2026-06-26 | PFGC | Performance Food Group Co | DAVIS ERIKA T | Officer; See Remarks | Food Distribution | SALE | $110.00 | 2,595 | $285,450 | 40,446 | -6.0% |
| 2026-06-29 21:02 | 2026-06-25 | GO | Grocery Outlet Holding Corp. | Miller Paul Blaine | Officer; See Remarks | Grocery Stores | BUY | $9.50 | 5,000 | $47,500 | 64,171 | +8.5% |
| 2026-06-29 20:00 | 2026-06-29 | AVO | Mission Produce, Inc. | Giles Bryan E | Officer; CHIEF FINANCIAL OFFICER | Food Distribution | SALE | $12.13 | 5,000 | $60,650 | 146,931 | -3.3% |
| 2026-06-29 20:04 | 2026-06-25 | HSY | HERSHEY CO | HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL | 10% owner | Confectioners | SALE | $178.05 | 20,000 | $3,561,014 | 1,346,119 | -1.5% |
| 2026-06-29 13:05 | 2026-06-25 | LND | BrasilAgro - Brazilian Agricultural Real Estate Co | Elsztain Alejandro Gustavo | Director | Farm Products | BUY | $3.55 | 29,000 | $102,898 | 641,370 | +4.7% |
| 2026-06-29 10:01 | 2026-06-23 | HCIL | Hongchang International Co., Ltd | Lin Zhenzhu | Director, 10% owner | Food Distribution | SALE | $0.11 | 16,448 | $1,804 | 62,243,084 | 0.0% |
| 2026-06-26 20:05 | 2026-06-24 | LWAY | Lifeway Foods, Inc. | SMOLYANSKY LUDMILA | Other | Packaged Foods | SALE | $29.87 | 85,616 | $2,557,316 | 607,207 | -12.4% |
| 2026-06-26 20:05 | 2026-06-24 | LWAY | Lifeway Foods, Inc. | SMOLYANSKY EDWARD | 10% owner | Packaged Foods | SALE | $29.85 | 38,452 | $1,147,892 | 1,014,190 | -3.7% |
| 2026-06-26 12:23 | 2026-06-16 | COE | 51Talk Online Education Group | Huang Jack Jiajia | Director, Officer, 10% owner; Chief Executive Officer | Education & Training Services | BUY | $17.25 | 263,940 | $4,552,200 | 27,296,880 | +1.0% |
| 2026-06-25 20:32 | 2026-06-24 | SJM | J M SMUCKER Co | Marshall Tucker H | Officer; Chief Financial Officer | Packaged Foods | SALE | $111.05 | 3,630 | $403,112 | 38,699 | -8.6% |
| 2026-06-25 20:12 | 2026-06-23 | COST | COSTCO WHOLESALE CORP /NEW | DENMAN KENNETH D | Director | Discount Stores | SALE | $957.45 | 885 | $847,345 | 4,779 | -15.6% |
| 2026-06-25 18:59 | 2026-06-23 | NCRA | NOCERA, INC. | HRT FINANCIAL LP | 10% owner | Packaged Foods | SALE | $0.10 | 92,849 | $9,517 | 1,622,432 | -5.4% |
| 2026-06-25 16:41 | 2026-06-24 | DLTR | DOLLAR TREE, INC. | Mantle Ridge LP | Other | Discount Stores | SALE | $111.31 | 2,230,455 | $248,271,946 | 10,476,208 | -17.6% |
| 2026-06-25 11:26 | 2026-06-23 | UNFI | UNITED NATURAL FOODS INC | Bushway Mark | Officer; President, Natural & CSCO | Food Distribution | SALE | $51.56 | 10,000 | $515,600 | 51,119 | -16.4% |
| 2026-06-25 00:42 | 2026-06-22 | UTI | UNIVERSAL TECHNICAL INSTITUTE INC | Prehn Kevin | Officer; Concorde Division President | Education & Training Services | SALE | $40.00 | 4,545 | $181,800 | 27,025 | -14.4% |
| 2026-06-24 22:14 | 2026-06-22 | HSY | HERSHEY CO | HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL | 10% owner | Confectioners | SALE | $176.82 | 30,000 | $5,304,501 | 1,366,119 | -2.1% |
| 2026-06-23 20:07 | 2026-06-22 | APEI | AMERICAN PUBLIC EDUCATION INC | Beckett Thomas | Officer; SVP, General Counsel | Education & Training Services | SALE | $54.00 | 2,000 | $108,000 | 52,172 | -3.7% |
| 2026-06-23 21:06 | 2026-06-22 | AVO | Mission Produce, Inc. | Taylor Bruce C. | Director | Food Distribution | BUY | $11.28 | 100,000 | $1,128,270 | 855,842 | +13.2% |
| 2026-06-22 20:12 | 2026-06-18 | HSY | HERSHEY CO | Voskuil Steven E | Officer; SVP, Chief Financial Officer | Confectioners | SALE | $173.43 | 1,500 | $260,145 | 54,695 | -2.7% |
| 2026-06-22 23:56 | 2026-06-22 | LWAY | Lifeway Foods, Inc. | SMOLYANSKY EDWARD | 10% owner | Packaged Foods | SALE | $26.20 | 50,000 | $1,310,000 | 1,183,333 | -4.1% |
| 2026-06-22 21:53 | 2026-06-18 | WMT | Walmart Inc. | Nicholas Christopher James | Officer; Executive Vice President | Discount Stores | SALE | $118.19 | 2,900 | $342,752 | 574,953 | -0.5% |
| 2026-06-22 21:58 | 2026-06-18 | GO | Grocery Outlet Holding Corp. | Miller Paul Blaine | Officer; See Remarks | Grocery Stores | BUY | $9.37 | 10,000 | $93,700 | 59,171 | +20.3% |
| 2026-06-22 20:59 | 2026-06-18 | KHC | Kraft Heinz Co | Frost Diana | Officer; Glbl Chief Growth Officer | Packaged Foods | SALE | $23.05 | 18,502 | $426,532 | 102,667 | -15.3% |
| 2026-06-22 21:00 | 2026-06-18 | PFGC | Performance Food Group Co | HOLM GEORGE L | Director, Officer; See Remarks | Food Distribution | OPT+S | $104.18 | 33,000 | $3,437,993 | 1,621,552 | -2.0% |
| 2026-06-22 20:03 | 2026-06-18 | HSY | HERSHEY CO | HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL | 10% owner | Confectioners | SALE | $172.41 | 10,000 | $1,724,062 | 1,396,119 | -0.7% |
| 2026-06-22 11:07 | 2026-06-17 | AVO | Mission Produce, Inc. | Taylor Bruce C. | Director | Food Distribution | BUY | $11.27 | 286,410 | $3,227,841 | 755,842 | +61.0% |
| 2026-06-22 10:09 | 2026-06-18 | GOTU | Gaotu Techedu Inc. | Chen Xiangdong | Director, Officer; CEO | Education & Training Services | BUY | $2.50 | 167,051 | $418,045 | 8,014,529 | +2.1% |
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.