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, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-01 10:05 | 2026-03-30 | SE | Sea Ltd | Chen Jingye | Officer; CPO, Shopee | Internet Retail | SALE | $80.20 | 1,600 | $128,324 | 232,800 | -0.7% |
| 2026-04-01 10:05 | 2026-03-30 | SE | Sea Ltd | Wang Yanjun | Officer; CCO and GC | Internet Retail | SALE | $80.20 | 1,600 | $128,327 | 30,000 | -5.1% |
| 2026-04-01 10:05 | 2026-03-31 | SE | Sea Ltd | Ye Gang | Director, Officer; COO | Internet Retail | SALE | $80.85 | 10,000 | $808,500 | 420,000 | -2.3% |
| 2026-03-31 20:32 | 2026-03-30 | M | Macy's, Inc. | Spring Antony | Director, Officer; Chairman & CEO | Department Stores | OPT+S | $17.73 | 27,451 | $486,800 | 423,256 | -6.1% |
| 2026-03-31 20:33 | 2026-03-30 | M | Macy's, Inc. | Kirgan Danielle L. | Officer; EVP, Chief HR Officer | Department Stores | OPT+S | $17.73 | 5,161 | $91,516 | 92,008 | -5.3% |
| 2026-03-31 20:33 | 2026-03-30 | M | Macy's, Inc. | Preston Tracy M | Officer; EVP, CLO & Corporate Secretary | Department Stores | OPT+S | $17.74 | 2,736 | $48,536 | 20,898 | -11.6% |
| 2026-03-31 20:34 | 2026-03-30 | M | Macy's, Inc. | Bron Olivier | Officer; CEO, Bloomingdale's | Department Stores | OPT+S | $17.74 | 3,051 | $54,132 | 15,672 | -16.3% |
| 2026-03-31 20:34 | 2026-03-30 | M | Macy's, Inc. | Griscom Paul | Officer; SVP and Controller | Department Stores | OPT+S | $17.74 | 433 | $7,683 | 32,341 | -1.3% |
| 2026-03-31 20:04 | 2026-03-30 | KFS | KINGSWAY FINANCIAL SERVICES INC | Fitzgerald John Taylor Maloney | Director, Officer; President and CEO | Auto & Truck Dealerships | BUY | $10.22 | 244 | $2,494 | 1,460,971 | +0.0% |
| 2026-03-31 20:05 | 2026-03-30 | KFS | KINGSWAY FINANCIAL SERVICES INC | Hansen Kent A | Officer; CFO & EVP | Auto & Truck Dealerships | BUY | $10.22 | 153 | $1,564 | 120,260 | +0.1% |
| 2026-03-31 17:01 | 2026-03-30 | CULP | CULP INC | CULP ROBERT GEORGE IV | Director, Officer; President & CEO | Textile Manufacturing | BUY | $2.90 | 3,179 | $9,219 | 126,317 | +2.6% |
| 2026-03-31 13:05 | 2026-03-30 | KSS | KOHLS Corp | Steinmetz Mari | Officer; Sr. EVP, Chief People Officer | Department Stores | SALE | $12.33 | 606 | $7,472 | 216,613 | -0.3% |
| 2026-03-31 11:42 | 2026-03-30 | SBDS | Solo Brands, Inc. | Tarbox Andrea K | Director | Internet Retail | BUY | $4.07 | 2,211 | $9,000 | 6,584 | +50.6% |
| 2026-03-31 11:45 | 2026-03-30 | SBDS | Solo Brands, Inc. | Larson John P. | Director, Officer; President and CEO | Internet Retail | BUY | $3.68 | 4,073 | $14,999 | 84,616 | +5.1% |
| 2026-03-31 11:47 | 2026-03-30 | SBDS | Solo Brands, Inc. | Vanzura Elisabeth | Director, Officer; CMO | Internet Retail | BUY | $3.77 | 1,500 | $5,655 | 8,947 | +20.1% |
| 2026-03-31 10:57 | 2026-03-30 | ONON | On Holding AG | Hoffmann Martin | Officer; CEO | Footwear & Accessories | SALE | $32.31 | 4,150 | $134,075 | 1,401,699 | -0.3% |
| 2026-03-30 22:10 | 2026-03-26 | ROST | ROSS STORES, INC. | Sheehan William W II | Officer; EVP, CHIEF FINANCIAL OFFICER | Apparel Retail | SALE | $216.95 | 4,883 | $1,059,367 | 31,339 | -13.5% |
| 2026-03-30 22:17 | 2026-03-27 | M | Macy's, Inc. | Spring Antony | Director, Officer; Chairman & CEO | Department Stores | SALE | $17.91 | 41,450 | $742,457 | 397,555 | -9.4% |
| 2026-03-30 22:18 | 2026-03-27 | M | Macy's, Inc. | Kirgan Danielle L. | Officer; EVP, Chief HR Officer | Department Stores | SALE | $17.91 | 15,415 | $276,126 | 85,913 | -15.2% |
| 2026-03-30 22:20 | 2026-03-27 | M | Macy's, Inc. | Bron Olivier | Officer; CEO, Bloomingdale's | Department Stores | SALE | $17.91 | 4,712 | $84,407 | 11,219 | -29.6% |
| 2026-03-30 22:21 | 2026-03-27 | M | Macy's, Inc. | Griscom Paul | Officer; SVP and Controller | Department Stores | SALE | $17.92 | 2,919 | $52,304 | 31,273 | -8.5% |
| 2026-03-30 21:34 | 2026-03-26 | FIVE | FIVE BELOW, INC | MARKEE RICHARD L | Director | Specialty Retail | SALE | $232.04 | 3,000 | $696,120 | 13,233 | -18.5% |
| 2026-03-30 10:05 | 2026-03-26 | SE | Sea Ltd | Ye Gang | Director, Officer; COO | Internet Retail | SALE | $81.00 | 10,000 | $810,000 | 430,000 | -2.3% |
| 2026-03-30 10:06 | 2026-03-26 | SE | Sea Ltd | Chen Jingye | Officer; CPO, Shopee | Internet Retail | SALE | $79.73 | 1,600 | $127,574 | 234,400 | -0.7% |
| 2026-03-30 10:06 | 2026-03-26 | SE | Sea Ltd | Wang Yanjun | Officer; CCO and GC | Internet Retail | SALE | $79.73 | 1,600 | $127,569 | 31,600 | -4.8% |
| 2026-03-27 23:38 | 2026-03-25 | INSE | Inspired Entertainment, Inc. | PIERCE BROOKS H | Officer; President and CEO | Gambling | BUY | $6.83 | 20,000 | $136,634 | 57,407 | +53.5% |
| 2026-03-27 23:40 | 2026-03-26 | INSE | Inspired Entertainment, Inc. | Chambrello Michael R. | Director | Gambling | BUY | $6.92 | 10,000 | $69,241 | 64,568 | +18.3% |
| 2026-03-27 23:24 | 2026-03-25 | INSE | Inspired Entertainment, Inc. | WEIL A LORNE | Director, Officer, 10% owner; Executive Chairman | Gambling | BUY | $6.80 | 50,000 | $339,915 | 622,771 | +8.7% |
| 2026-03-27 22:47 | 2026-03-26 | WSM | WILLIAMS SONOMA INC | Howie Jeffrey | Officer; EVP CHIEF FINANCIAL OFFICER | Specialty Retail | SALE | $180.64 | 32,684 | $5,903,907 | 34,138 | -48.9% |
| 2026-03-27 21:51 | 2026-03-20 | MED | MEDIFAST INC | Chard Daniel R | Director, Officer; Chairman & CEO | Personal Services | BUY | $10.11 | 17,678 | $178,725 | 17,678 | +100.0% |
| 2026-03-27 21:29 | 2026-03-25 | PLBY | Playboy, Inc. | CROSSMAN MARC | Officer; CFO & COO | Leisure | SALE | $1.66 | 104,035 | $172,844 | 769,759 | -11.9% |
| 2026-03-27 20:55 | 2026-03-25 | ROST | ROSS STORES, INC. | Sykes Karen | Officer; PRESIDENT, CMO DD'S DISCOUNTS | Apparel Retail | SALE | $213.40 | 5,506 | $1,174,984 | 104,648 | -5.0% |
| 2026-03-27 20:23 | 2026-03-26 | CULP | CULP INC | Gatling Kimberly Bullock | Director | Textile Manufacturing | BUY | $2.97 | 1,812 | $5,382 | 49,402 | +3.8% |
| 2026-03-27 20:11 | 2026-03-25 | VIK | Viking Holdings Ltd | Dash Jeffrey | Officer; EVP, Business Development | Travel Services | SALE | $75.15 | 25,000 | $1,878,750 | 495,022 | -4.8% |
| 2026-03-26 20:24 | 2026-03-25 | M | Macy's, Inc. | Spring Antony | Director, Officer; Chairman & CEO | Department Stores | OPT+S | $18.72 | 3,024 | $56,605 | 341,113 | -0.9% |
| 2026-03-26 20:24 | 2026-03-25 | M | Macy's, Inc. | Kirgan Danielle L. | Officer; EVP, Chief HR Officer | Department Stores | OPT+S | $18.72 | 3,047 | $57,032 | 56,653 | -5.1% |
| 2026-03-26 22:02 | 2026-03-25 | CTRN | Citi Trends Inc | Heath David A | Director | Apparel Retail | BUY | $44.50 | 1,000 | $44,500 | 8,788 | +12.8% |
| 2026-03-26 21:05 | 2026-03-24 | ROST | ROSS STORES, INC. | Fleming Karen | Officer; PRES, CMO ROSS DRESS FOR LESS | Apparel Retail | SALE | $212.76 | 7,000 | $1,489,285 | 91,407 | -7.1% |
| 2026-03-26 21:09 | 2026-03-25 | W | Wayfair Inc. | Shah Niraj | Director, Officer; Chief Executive Officer | Internet Retail | SALE | $78.69 | 10,611 | $834,934 | 49,137 | -17.8% |
| 2026-03-26 21:10 | 2026-03-25 | W | Wayfair Inc. | Conine Steven | Director | Internet Retail | SALE | $78.66 | 10,394 | $817,594 | 49,073 | -17.5% |
| 2026-03-26 21:10 | 2026-03-24 | ROST | ROSS STORES, INC. | Brinkley Stephen C | Officer; PRESIDENT, OPERATIONS | Apparel Retail | SALE | $212.91 | 4,154 | $884,429 | 64,743 | -6.0% |
| 2026-03-26 21:00 | 2026-03-24 | ROST | ROSS STORES, INC. | Hartshorn Michael J. | Director, Officer; GROUP PRESIDENT, COO | Apparel Retail | SALE | $214.80 | 21,874 | $4,698,516 | 116,028 | -15.9% |
| 2026-03-26 20:43 | 2026-03-25 | SIG | SIGNET JEWELERS LTD | Tilzer Brian A | Director | Luxury Goods | SALE | $88.96 | 7,000 | $622,720 | 12,591 | -35.7% |
| 2026-03-26 20:26 | 2026-03-25 | M | Macy's, Inc. | Griscom Paul | Officer; SVP and Controller | Department Stores | OPT+S | $18.75 | 379 | $7,106 | 24,139 | -1.5% |
| 2026-03-26 20:08 | 2026-03-26 | KSS | KOHLS Corp | Steinmetz Mari | Officer; Sr. EVP, Chief People Officer | Department Stores | SALE | $12.50 | 457 | $5,713 | 217,743 | -0.2% |
| 2026-03-26 20:15 | 2026-03-24 | BURL | Burlington Stores, Inc. | Goodwin Michael | Director | Apparel Retail | SALE | $324.07 | 321 | $104,027 | 3,896 | -7.6% |
| 2026-03-26 10:05 | 2026-03-25 | SE | Sea Ltd | Ye Gang | Director, Officer; COO | Internet Retail | SALE | $80.60 | 10,000 | $806,002 | 440,000 | -2.2% |
| 2026-03-26 10:05 | 2026-03-24 | SE | Sea Ltd | Wang Yanjun | Officer; CCO and GC | Internet Retail | SALE | $80.23 | 1,600 | $128,368 | 33,200 | -4.6% |
| 2026-03-26 10:06 | 2026-03-24 | SE | Sea Ltd | Chen Jingye | Officer; CPO, Shopee | Internet Retail | SALE | $80.18 | 1,600 | $128,291 | 236,000 | -0.7% |
| 2026-03-26 00:00 | 2026-03-24 | RH | RH | Chaya Eri | Director, Officer; SEE REMARKS | Specialty Retail | OPT+S | $129.42 | 7,000 | $905,951 | 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.