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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-03 20:28 | 2026-04-01 | CVNA | CARVANA CO. | Palmer Stephen R | Officer; Vice President of Accounting | Auto & Truck Dealerships | SALE | $317.50 | 1,000 | $317,500 | 33,891 | -2.9% |
| 2026-04-03 20:28 | 2026-04-01 | CVNA | CARVANA CO. | JENKINS MARK W. | Officer; Chief Financial Officer | Auto & Truck Dealerships | OPT+S | $310.35 | 12,750 | $3,956,946 | 197,089 | -6.1% |
| 2026-04-03 20:28 | 2026-04-01 | CVNA | CARVANA CO. | HUSTON BENJAMIN E. | Officer; Chief Operating Officer | Auto & Truck Dealerships | OPT+S | $309.86 | 10,000 | $3,098,592 | 92,924 | -9.7% |
| 2026-04-03 20:15 | 2026-04-01 | BURL | Burlington Stores, Inc. | Vecchio Jennifer | Officer; Group President and CMO | Apparel Retail | SALE | $330.92 | 419 | $138,654 | 78,496 | -0.5% |
| 2026-04-03 20:41 | 2026-04-01 | AMZN | AMAZON COM INC | Herrington Douglas J | Officer; CEO Worldwide Amazon Stores | Internet Retail | SALE | $210.50 | 1,000 | $210,500 | 520,361 | -0.2% |
| 2026-04-03 22:12 | 2026-04-02 | QS | QuantumScape Corp | Holme Timothy | Officer; CHIEF TECHNOLOGY OFFICER | Auto Parts | SALE | $6.18 | 161,331 | $996,622 | 0 | -100.0% |
| 2026-04-03 22:12 | 2026-04-02 | QS | QuantumScape Corp | Straubel Jeffrey B | Director | Auto Parts | SALE | $6.17 | 27,106 | $167,214 | 158,404 | -14.6% |
| 2026-04-03 22:13 | 2026-04-02 | QS | QuantumScape Corp | Hettrich Kevin | Officer; CHIEF FINANCIAL OFFICER | Auto Parts | SALE | $6.20 | 9,800 | $60,795 | 1,357,918 | -0.7% |
| 2026-04-03 21:10 | 2026-04-01 | GME | GameStop Corp. | Robinson Mark Haymond | Officer; General Counsel and Secretary | Specialty Retail | SALE | $22.94 | 7,209 | $165,407 | 97,946 | -6.9% |
| 2026-04-03 21:11 | 2026-04-01 | GME | GameStop Corp. | Moore Daniel William | Officer; PFO and PAO | Specialty Retail | SALE | $22.94 | 7,210 | $165,430 | 101,014 | -6.7% |
| 2026-04-03 20:50 | 2026-04-02 | W | Wayfair Inc. | Blotner Jon | Officer; Pres., Commercial & Operations | Internet Retail | OPT+S | $72.19 | 4,790 | $345,790 | 111,158 | -4.1% |
| 2026-04-03 20:34 | 2026-04-01 | ETSY | ETSY INC | Silverman Josh | Director, Other | Internet Retail | OPT+S | $49.07 | 6,074 | $298,023 | 130,694 | -4.4% |
| 2026-04-03 16:44 | 2026-04-01 | LULU | lululemon athletica inc. | MAESTRINI ANDRE | Officer; Pres, CCO & Interim Co-CEO | Apparel Retail | BUY | $151.02 | 3,275 | $494,591 | 34,551 | +10.5% |
| 2026-04-03 15:58 | 2025-11-12 | AKA | A.K.A. BRANDS HOLDING CORP. | Eskenazi Ilene | Director | Apparel Retail | SALE | $12.89 | 12,201 | $157,271 | 5,852 | -67.6% |
| 2026-04-03 14:56 | 2026-04-01 | EJH | E-Home Household Service Holdings Ltd | WENSHAN XIE | Director, Officer, 10% owner; Chairman, CEO | Personal Services | BUY | $1.25 | 540,000 | $675,000 | 552,295 | +4,392.0% |
| 2026-04-03 11:06 | 2026-04-02 | AS | Amer Sports, Inc. | Karlsson Jutta C | Officer; General Counsel | Leisure | OPT+S | $33.28 | 457 | $15,209 | 10,968 | -4.0% |
| 2026-04-02 20:52 | 2026-03-31 | RIVN | Rivian Automotive, Inc. / DE | Scaringe Robert J | Director, Officer; Chief Executive Officer | Auto Manufacturers | SALE | $15.00 | 20,264 | $303,960 | 1,022,584 | -1.9% |
| 2026-04-02 20:15 | 2026-04-01 | M | Macy's, Inc. | Griscom Paul | Officer; SVP and Controller | Department Stores | OPT+S | $18.08 | 490 | $8,857 | 33,566 | -1.4% |
| 2026-04-02 20:12 | 2026-04-01 | M | Macy's, Inc. | Spring Antony | Director, Officer; Chairman & CEO | Department Stores | OPT+S | $18.08 | 14,606 | $264,025 | 437,238 | -3.2% |
| 2026-04-02 21:41 | 2026-04-02 | AS | Amer Sports, Inc. | Haselden Stuart | Officer; CEO of Arc'teryx Equipment | Leisure | OPT+S | $33.28 | 6,511 | $216,686 | 5,448 | -54.4% |
| 2026-04-02 20:13 | 2026-04-01 | M | Macy's, Inc. | Kirgan Danielle L. | Officer; EVP, Chief HR Officer | Department Stores | OPT+S | $18.08 | 6,573 | $118,817 | 98,299 | -6.3% |
| 2026-04-02 21:38 | 2026-03-31 | CARG | CarGurus, Inc. | Hanson Jennifer Ladd | Officer; Chief People Officer | Auto & Truck Dealerships | SALE | $35.61 | 2,499 | $88,989 | 98,191 | -2.5% |
| 2026-04-03 00:48 | 2026-04-01 | ZUMZ | Zumiez Inc | Visser Chris K. | Officer; Chief Legal Officer & Sec. | Apparel Retail | SALE | $22.21 | 9,974 | $221,561 | 43,500 | -18.7% |
| 2026-04-02 22:15 | 2026-04-01 | RSI | Rush Street Interactive, Inc. | STETZ MATTIAS | Officer; Chief Operating Officer | Gambling | SALE | $22.07 | 20,000 | $441,444 | 237,874 | -7.8% |
| 2026-04-02 22:18 | 2026-04-01 | RSI | Rush Street Interactive, Inc. | SCHWARTZ RICHARD TODD | Director, Officer; Chief Executive Officer | Gambling | SALE | $22.04 | 90,482 | $1,994,504 | 435,801 | -17.2% |
| 2026-04-02 21:17 | 2026-04-02 | AS | Amer Sports, Inc. | Page Andrew E | Officer; Chief Financial Officer | Leisure | OPT+S | $33.28 | 2,052 | $68,291 | 4,083 | -33.4% |
| 2026-04-02 21:00 | 2022-01-05 | MOV | MOVADO GROUP INC | GRINBERG ALEXANDER | Director | Luxury Goods | SALE | $43.05 | 4,935 | $212,452 | 0 | -100.0% |
| 2026-04-02 21:05 | 2026-04-01 | ACEL | Accel Entertainment, Inc. | Rubenstein Andrew H. | Director, Officer, 10% owner; CEO and President | Gambling | SALE | $11.05 | 45,000 | $497,277 | 3,911,368 | -1.1% |
| 2026-04-02 17:52 | 2026-04-01 | GLBE | Global-E Online Ltd. | Debbi Nir | Director, Officer; President | Internet Retail | SALE | $31.26 | 4,166 | $130,241 | 3,893,340 | -0.1% |
| 2026-04-02 15:29 | 2026-03-31 | CCL | CARNIVAL CORP | BAND SIR JONATHON | Director | Travel Services | SALE | $26.19 | 12,000 | $314,266 | 52,601 | -18.6% |
| 2026-04-02 15:30 | 2026-03-31 | CUK | CARNIVAL PLC | BAND SIR JONATHON | Director | Travel Services | SALE | $26.19 | 12,000 | $314,266 | 52,601 | -18.6% |
| 2026-04-02 10:03 | 2026-04-01 | SE | Sea Ltd | Wang Yanjun | Officer; CCO and GC | Internet Retail | SALE | $82.66 | 800 | $66,126 | 29,200 | -2.7% |
| 2026-04-02 10:03 | 2026-04-01 | SE | Sea Ltd | Ye Gang | Director, Officer; COO | Internet Retail | SALE | $84.28 | 10,000 | $842,800 | 410,000 | -2.4% |
| 2026-04-02 10:05 | 2026-04-01 | SE | Sea Ltd | Chen Jingye | Officer; CPO, Shopee | Internet Retail | SALE | $82.66 | 800 | $66,126 | 232,000 | -0.3% |
| 2026-04-02 01:52 | 2026-03-31 | BZUN | Baozun Inc. | Wu Junhua | Director, Officer; Chief Strategy Officer | Internet Retail | BUY | $2.40 | 14,000 | $33,597 | 61,428 | +29.5% |
| 2026-04-02 01:00 | 2026-03-30 | HWH | HWH International Inc. | Chan Heng Fai Ambrose | Director, Officer, 10% owner; Chief Executive Officer | Leisure | SALE | $0.98 | 100,390 | $98,683 | 1,891,279 | -5.0% |
| 2026-04-02 00:00 | 2026-03-31 | RH | RH | Chaya Eri | Director, Officer; SEE REMARKS | Specialty Retail | OPT+S | $137.92 | 11,000 | $1,517,144 | 0 | -100.0% |
| 2026-04-01 23:00 | 2026-03-30 | TSLA | Tesla, Inc. | Wilson-Thompson Kathleen | Director | Auto Manufacturers | OPT+S | $359.33 | 25,809 | $9,273,889 | 33,860 | -43.3% |
| 2026-04-01 21:38 | 2026-03-31 | KSS | KOHLS Corp | Steinmetz Mari | Officer; Sr. EVP, Chief People Officer | Department Stores | SALE | $12.99 | 1,954 | $25,383 | 244,273 | -0.8% |
| 2026-04-01 20:30 | 2026-03-31 | DKS | DICK'S SPORTING GOODS, INC. | STACK EDWARD W | Director, Officer, 10% owner; Executive Chairman | Specialty Retail | OPT+S | $197.69 | 210,478 | $41,608,933 | 6,549,026 | -3.1% |
| 2026-04-01 19:35 | 2026-03-31 | NEGG | Newegg Commerce, Inc. | Chen Michael | Officer; Chief Legal Officer | Internet Retail | OPT+S | $41.06 | 67 | $2,751 | 2,426 | -2.7% |
| 2026-04-01 18:23 | 2026-04-01 | YUM | YUM BRANDS INC | Turner Christopher Lee | Director, Officer; CEO, Chairman of Board | Restaurants | SALE | $154.18 | 257 | $39,624 | 64,802 | -0.4% |
| 2026-04-01 18:31 | 2026-04-01 | YUM | YUM BRANDS INC | Mezvinsky Scott | Officer; KFC Division CEO | Restaurants | OPT+S | $154.18 | 271 | $41,783 | 0 | -100.0% |
| 2026-04-01 17:32 | 2026-03-31 | SBDS | Solo Brands, Inc. | Larson John P. | Director, Officer; President and CEO | Internet Retail | BUY | $3.91 | 2,559 | $9,998 | 87,175 | +3.0% |
| 2026-04-01 16:54 | 2026-03-31 | OTH | OFF THE HOOK YS INC. | SIMMONS ANDREW JAMES | Director, Officer; Vice President and Director | Auto & Truck Dealerships | BUY | $2.01 | 10,000 | $20,144 | 1,225,873 | +0.8% |
| 2026-04-01 16:58 | 2026-03-31 | OTH | OFF THE HOOK YS INC. | Ruegg Jason Daniel | Director, Officer, 10% owner; President and Chairman | Auto & Truck Dealerships | BUY | $2.03 | 10,000 | $20,294 | 13,903,750 | +0.1% |
| 2026-04-01 15:48 | 2026-03-31 | OTH | OFF THE HOOK YS INC. | John Brian | Director, Officer, 10% owner; CEO and Director | Auto & Truck Dealerships | BUY | $2.06 | 53,350 | $109,848 | 1,253,350 | +4.4% |
| 2026-04-01 12:32 | 2026-03-30 | TOUR | Tuniu Corp | Chen Anqiang | Officer; Financial Controller | Travel Services | BUY | $0.79 | 3,500 | $2,770 | 68,200 | +5.4% |
| 2026-04-01 11:39 | 2026-03-30 | PDD | PDD Holdings Inc. | Rietjens Ivonne MCM | Director | Internet Retail | SALE | $99.59 | 560 | $55,772 | 0 | -100.0% |
| 2026-04-01 11:32 | 2026-03-30 | PDD | PDD Holdings Inc. | Kam Anthony Ping Leung | Director | Internet Retail | SALE | $99.43 | 1,533 | $152,424 | 0 | -100.0% |
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.