Operative Builders
Standard Industrial Classification: SIC 1531
Industry Insider Sentiment Analysis
The Operative Builders sector (SIC 1531) acts as a critical barometer for broader economic health. Our real-time monitoring reveals 3017 total transactions. Monitoring "cluster buying" is one of the most reliable leading indicators for future sector performance. By analyzing aggregate data across this specific Standard Industrial Classification, investors can filter out individual company volatility and identify high-conviction trends. When multiple directors and officers within the same industry move capital simultaneously, it often signals an upcoming sector-wide revaluation or a fundamental shift in supply chain dynamics that has yet to be recognized by the broader public market.
| Filing Date | Trade Date | Ticker | Company | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-19 00:15 | 2026-02-13 | TMHC | Taylor Morrison Home Corp | Warren Denise | Director | SELL | $69.20 | 3,075 | $212,801 | 0 |
| 2026-02-18 00:01 | 2026-02-13 | MHO | M/I HOMES, INC. | Krohne Susan E | Officer | SELL | $148.13 | 763 | $113,023 | 8,008 |
| 2026-02-18 00:00 | 2026-02-13 | MHO | M/I HOMES, INC. | CREEK PHILLIP G | Director, Officer | SELL | $149.03 | 10,887 | $1,622,468 | 34,928 |
| 2026-02-17 21:29 | 2026-02-13 | NVR | NVR INC | Ross Susan Williamson | Director | OPT+S | $7,922.06 | 200 | $1,584,412 | 386 |
| 2026-02-17 20:56 | 2026-02-13 | DHI | HORTON D R INC /DE/ | Odom Aron M. | Officer | SELL | $167.55 | 260 | $43,563 | 6,457 |
| 2026-02-17 20:56 | 2024-05-03 | DHI | HORTON D R INC /DE/ | Murray Michael J | Officer | SELL | $148.97 | 120 | $17,876 | 122,495 |
| 2026-02-14 00:19 | 2026-02-12 | CCS | Century Communities, Inc. | Francescon Dale | Director, Officer | SELL | $72.44 | 100,100 | $7,251,224 | 561,662 |
| 2026-02-14 00:08 | 2026-02-12 | MHO | M/I HOMES, INC. | HUNKER ANN MARIE | Officer | SELL | $146.80 | 132 | $19,378 | 3,456 |
| 2026-02-14 00:07 | 2026-02-12 | MHO | M/I HOMES, INC. | Krohne Susan E | Officer | SELL | $146.80 | 491 | $72,080 | 8,771 |
| 2026-02-14 00:06 | 2026-02-12 | MHO | M/I HOMES, INC. | CREEK PHILLIP G | Director, Officer | SELL | $146.80 | 8,616 | $1,264,855 | 45,815 |
| 2026-02-14 00:05 | 2026-02-12 | MHO | M/I HOMES, INC. | SCHOTTENSTEIN ROBERT H | Director, Officer | SELL | $146.80 | 14,974 | $2,198,228 | 348,513 |
| 2026-02-12 00:14 | 2026-02-10 | MHO | M/I HOMES, INC. | SCHOTTENSTEIN ROBERT H | Director, Officer | OPT+S | $144.47 | 20,000 | $2,889,342 | 313,874 |
| 2026-02-11 21:54 | 2026-02-10 | NVR | NVR INC | Kelpy Matthew B. | Officer | OPT+S | $8,100.00 | 500 | $4,050,000 | 208 |
| 2026-02-07 01:03 | 2026-02-05 | NVR | NVR INC | Ross Susan Williamson | Director | OPT+S | $8,091.62 | 200 | $1,618,324 | 386 |
| 2026-02-07 00:19 | 2026-02-05 | PHM | PULTEGROUP INC/MI/ | MARSHALL RYAN | Director, Officer | SELL | $133.86 | 111,250 | $14,892,036 | 659,392 |
| 2026-02-07 00:15 | 2026-02-06 | PHM | PULTEGROUP INC/MI/ | Sheldon Todd N | Officer | SELL | $135.01 | 14,220 | $1,919,785 | 69,753 |
| 2026-02-07 00:09 | 2026-02-06 | PHM | PULTEGROUP INC/MI/ | Koart Matthew William | Officer | SELL | $135.79 | 15,309 | $2,078,855 | 42,418 |
| 2026-02-07 00:07 | 2026-02-06 | PHM | PULTEGROUP INC/MI/ | O'Meara Brien P. | Officer | SELL | $135.51 | 4,000 | $542,040 | 8,601 |
| 2026-02-07 00:03 | 2026-02-05 | PHM | PULTEGROUP INC/MI/ | FOLLIARD THOMAS J | Director | SELL | $134.04 | 37,000 | $4,959,406 | 8,230 |
| 2026-02-05 19:44 | 2026-02-04 | NVR | NVR INC | Ross Susan Williamson | Director | OPT+S | $8,000.00 | 220 | $1,760,000 | 386 |
| 2026-02-04 00:08 | 2026-01-30 | MHO | M/I HOMES, INC. | CREEK PHILLIP G | Director, Officer | OPT+S | $134.01 | 11,000 | $1,474,162 | 27,071 |
| 2026-02-03 00:18 | 2026-01-30 | MHO | M/I HOMES, INC. | Krohne Susan E | Officer | OPT+S | $134.28 | 5,000 | $671,400 | 6,167 |
| 2026-01-24 01:18 | 2026-01-21 | DFH | Dream Finders Homes, Inc. | Lovett William Radford II | 10% owner | SELL | $19.51 | 71,742 | $1,399,500 | 3,790,883 |
| 2026-01-17 00:08 | 2026-01-15 | TOL | Toll Brothers, Inc. | SHAPIRO PAUL E | Director | OPT+S | $146.68 | 3,965 | $581,581 | 118,680 |
| 2025-12-17 21:38 | 2024-09-19 | HOV | HOVNANIAN ENTERPRISES INC | SORSBY J LARRY | Director | SELL | $227.40 | 2,284 | $519,385 | 7,256 |
| 2025-12-09 01:10 | 2025-12-08 | ECG | Everus Construction Group, Inc. | Hernandez Helena Mercedes | Director | BUY | $92.18 | 250 | $23,045 | 2,110 |
| 2025-11-07 00:46 | 2025-11-04 | KBH | KB HOME | PRAW ALBERT Z | Officer | SELL | $60.08 | 20,284 | $1,218,663 | 104,062 |
| 2025-11-05 19:28 | 2025-11-03 | NVR | NVR INC | DeVito Michael J | Director | BUY | $7,068.05 | 14 | $98,953 | 14 |
| 2025-10-28 23:49 | 2025-10-24 | DFH | Dream Finders Homes, Inc. | Lovett William Radford II | 10% owner | SELL | $23.40 | 50,000 | $1,170,000 | 3,862,625 |
| 2025-10-23 00:05 | 2025-10-20 | DFH | Dream Finders Homes, Inc. | Lovett William Radford II | 10% owner | SELL | $23.17 | 8,258 | $191,338 | 3,912,625 |
| 2025-10-17 23:34 | 2025-10-15 | DFH | Dream Finders Homes, Inc. | Lovett William Radford II | 10% owner | SELL | $23.92 | 45,000 | $1,076,400 | 3,920,883 |
| 2025-10-17 23:01 | 2025-08-06 | TOL | Toll Brothers, Inc. | Sandstrom Katherine M | Director | BUY | $126.87 | 68 | $8,627 | 68 |
| 2025-10-16 00:11 | 2025-10-13 | DFH | Dream Finders Homes, Inc. | Lovett William Radford II | 10% owner | SELL | $23.62 | 75,000 | $1,771,748 | 3,965,883 |
| 2025-10-03 23:52 | 2025-10-01 | DFH | Dream Finders Homes, Inc. | Zalupski Patrick O. | Director, Officer, 10% owner | SELL | $25.99 | 14,237 | $369,984 | 1,891,672 |
| 2025-09-17 23:55 | 2025-09-15 | DFH | Dream Finders Homes, Inc. | Zalupski Patrick O. | Director, Officer, 10% owner | SELL | $28.40 | 21,863 | $620,962 | 1,905,909 |
| 2025-09-15 23:15 | 2025-09-12 | TMHC | Taylor Morrison Home Corp | Merrill Stevin Todd | Officer | SELL | $70.04 | 4,412 | $309,016 | 0 |
| 2025-09-15 23:15 | 2025-09-11 | TMHC | Taylor Morrison Home Corp | MARIUCCI ANNE L | Director | SELL | $70.00 | 14,002 | $980,140 | 48,191 |
| 2025-09-10 23:06 | 2025-09-08 | TOL | Toll Brothers, Inc. | Yearley Douglas C. Jr. | Director, Officer | SELL | $148.08 | 20,145 | $2,983,106 | 265,972 |
| 2025-09-09 23:20 | 2025-09-05 | DHI | HORTON D R INC /DE/ | BUCHANAN MICHAEL R | Director | SELL | $180.74 | 1,000 | $180,740 | 1,193 |
| 2025-09-09 23:19 | 2025-09-05 | DHI | HORTON D R INC /DE/ | Odom Aron M. | Officer | SELL | $183.00 | 1,376 | $251,808 | 6,457 |
| 2025-09-09 23:18 | 2025-09-05 | DHI | HORTON D R INC /DE/ | Auld David V | Director, Officer | SELL | $182.21 | 30,000 | $5,466,411 | 815,672 |
| 2025-09-09 01:04 | 2025-09-04 | DFH | Dream Finders Homes, Inc. | Lovett William Radford II | 10% owner | SELL | $30.12 | 100,000 | $3,011,730 | 4,040,883 |
| 2025-09-08 23:16 | 2025-09-05 | TMHC | Taylor Morrison Home Corp | Palmer Sheryl | Director, Officer | SELL | $72.06 | 13,513 | $973,747 | 370,475 |
| 2025-09-08 23:15 | 2025-09-05 | TOL | Toll Brothers, Inc. | SHAPIRO PAUL E | Director | OPT+S | $147.65 | 3,812 | $562,848 | 118,753 |
| 2025-09-06 00:50 | 2025-09-03 | DFH | Dream Finders Homes, Inc. | Zalupski Patrick O. | Director, Officer, 10% owner | SELL | $28.43 | 19,126 | $543,722 | 1,927,772 |
| 2025-09-02 23:03 | 2025-08-29 | TOL | Toll Brothers, Inc. | Yearley Douglas C. Jr. | Director, Officer | SELL | $138.26 | 25,000 | $3,456,385 | 286,117 |
| 2025-09-02 23:02 | 2025-09-02 | TOL | Toll Brothers, Inc. | Pritchett Wendell E. | Director | SELL | $138.71 | 2,500 | $346,783 | 13,511 |
| 2025-08-29 21:47 | 2025-08-28 | HOV | HOVNANIAN ENTERPRISES INC | HOVNANIAN ARA K | Director, Officer, 10% owner | SELL | $138.31 | 609 | $84,230 | 62,896 |
| 2025-08-29 00:07 | 2025-08-26 | DFH | Dream Finders Homes, Inc. | Zalupski Patrick O. | Director, Officer, 10% owner | SELL | $28.43 | 10,945 | $311,141 | 1,946,898 |
| 2025-08-28 23:08 | 2025-08-27 | TOL | Toll Brothers, Inc. | Connor Martin P. | Officer | SELL | $137.51 | 5,350 | $735,665 | 15,268 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Operative Builders sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (1531) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Operative Builders
Every transaction in the Operative Builders industry is reported via Form 4 disclosures. By filtering these filings by industry, investors can detect institutional-scale sentiment shifts before they are reflected in broader market indices, following the capital flow of those with intimate industry knowledge.
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.