Paper Mills
Standard Industrial Classification: SIC 2621
Industry Insider Sentiment Analysis
The Paper Mills sector (SIC 2621) acts as a critical barometer for broader economic health. Our real-time monitoring reveals 678 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2024-04-16 17:39 | 2024-04-15 | IP | INTERNATIONAL PAPER CO /NEW/ | SULLIVAN KATHRYN D | Director | SELL | $37.78 | 600 | $22,668 | 41,188 |
| 2024-04-02 18:18 | 2024-04-01 | IP | INTERNATIONAL PAPER CO /NEW/ | SULLIVAN KATHRYN D | Director | SELL | $38.92 | 600 | $23,352 | 41,788 |
| 2024-03-19 23:20 | 2024-03-12 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $17.86 | 9,500 | $169,635 | 336,500 |
| 2024-03-19 21:16 | 2024-03-18 | SLVM | Sylvamo Corp | Ribieras JeanMichel | Director, Officer | SELL | $57.20 | 12,225 | $699,214 | 132,276 |
| 2024-03-18 19:57 | 2024-03-15 | IP | INTERNATIONAL PAPER CO /NEW/ | SULLIVAN KATHRYN D | Director | SELL | $36.09 | 600 | $21,654 | 41,984 |
| 2024-03-13 18:23 | 2024-03-11 | SLVM | Sylvamo Corp | Ribieras JeanMichel | Director, Officer | SELL | $62.94 | 12,226 | $769,509 | 144,501 |
| 2024-03-13 18:23 | 2024-03-11 | SLVM | Sylvamo Corp | Maes Peggy | Officer | SELL | $63.20 | 1,500 | $94,807 | 11,249 |
| 2024-03-12 23:15 | 2024-03-07 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $18.22 | 6,000 | $109,340 | 327,000 |
| 2024-03-09 00:53 | 2024-03-06 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $18.03 | 3,000 | $54,090 | 321,000 |
| 2024-03-06 00:45 | 2024-03-04 | SLVM | Sylvamo Corp | Taudien Oliver | Officer | SELL | $62.75 | 1,200 | $75,294 | 10,414 |
| 2024-03-06 00:44 | 2024-03-04 | SLVM | Sylvamo Corp | Ribieras JeanMichel | Director, Officer | SELL | $62.17 | 12,596 | $783,066 | 156,727 |
| 2024-03-06 00:43 | 2024-03-04 | SLVM | Sylvamo Corp | Ferguson Kevin W | Officer | SELL | $62.94 | 2,817 | $177,300 | 3,977 |
| 2024-03-06 00:41 | 2024-02-28 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $17.26 | 5,000 | $86,300 | 318,000 |
| 2024-03-01 20:04 | 2024-02-28 | IP | INTERNATIONAL PAPER CO /NEW/ | Royalty James P Jr. | Officer | SELL | $34.75 | 5,800 | $201,550 | 69,488 |
| 2024-02-29 18:17 | 2024-02-28 | IP | INTERNATIONAL PAPER CO /NEW/ | SULLIVAN KATHRYN D | Director | SELL | $34.06 | 600 | $20,436 | 42,584 |
| 2024-02-29 00:16 | 2024-02-26 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $16.30 | 4,000 | $65,180 | 313,000 |
| 2024-02-23 19:31 | 2024-02-21 | SLVM | Sylvamo Corp | Maes Peggy | Officer | SELL | $55.10 | 1,000 | $55,095 | 10,535 |
| 2024-02-23 19:17 | 2024-02-22 | IP | INTERNATIONAL PAPER CO /NEW/ | SULLIVAN KATHRYN D | Director | SELL | $34.63 | 600 | $20,778 | 43,184 |
| 2023-12-20 00:13 | 2023-12-18 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $13.99 | 6,000 | $83,940 | 309,000 |
| 2023-12-14 00:40 | 2023-12-08 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $12.21 | 3,000 | $36,640 | 303,000 |
| 2023-11-30 00:07 | 2023-11-27 | IP | INTERNATIONAL PAPER CO /NEW/ | PLATH THOMAS J. | Officer | SELL | $34.11 | 4,500 | $153,495 | 43,253 |
| 2023-10-27 02:06 | 2023-10-24 | GLT | Magnera Corp | CARLSON CAPITAL L P | 10% owner | BUY | $1.56 | 150,000 | $234,015 | 7,176,000 |
| 2023-10-13 00:48 | 2023-10-10 | GLT | Magnera Corp | CARLSON CAPITAL L P | 10% owner | BUY | $1.80 | 236,000 | $424,800 | 7,026,000 |
| 2023-10-04 23:05 | 2023-10-02 | GLT | Magnera Corp | CARLSON CAPITAL L P | 10% owner | BUY | $1.94 | 325,000 | $630,923 | 6,790,000 |
| 2023-09-18 23:11 | 2023-09-15 | MATV | Mativ Holdings, Inc. | COOK WILLIAM M | Director | BUY | $15.52 | 1,500 | $23,280 | 18,936 |
| 2023-09-08 00:02 | 2023-09-05 | GLT | Magnera Corp | CARLSON CAPITAL L P | 10% owner | BUY | $1.95 | 300,000 | $584,370 | 6,465,000 |
| 2023-08-18 00:41 | 2023-08-15 | GLT | Magnera Corp | CARLSON CAPITAL L P | 10% owner | BUY | $2.00 | 250,000 | $500,075 | 6,165,000 |
| 2023-08-01 16:23 | 2023-07-28 | IP | INTERNATIONAL PAPER CO /NEW/ | Goughnour Holly G. | Officer | SELL | $35.71 | 2,500 | $89,263 | 8,219 |
| 2023-06-20 16:06 | 2023-06-16 | IP | INTERNATIONAL PAPER CO /NEW/ | Magness Allison B. | Officer | SELL | $31.75 | 3,300 | $104,786 | 21,055 |
| 2023-05-11 18:03 | 2023-05-10 | GLT | Magnera Corp | Fogarty Kevin Michael | Director | BUY | $3.63 | 33,422 | $121,255 | 150,000 |
| 2023-05-10 22:00 | 2023-05-08 | GLT | Magnera Corp | Fogarty Kevin Michael | Director | BUY | $3.53 | 66,578 | $234,987 | 116,578 |
| 2023-03-31 23:16 | 2023-03-29 | GLT | Magnera Corp | CARLSON CAPITAL L P | 10% owner | BUY | $3.09 | 500,000 | $1,546,900 | 5,915,000 |
| 2023-03-23 00:09 | 2023-03-21 | IP | INTERNATIONAL PAPER CO /NEW/ | Saab Joseph R. | Officer | SELL | $35.35 | 1,705 | $60,273 | 1,671 |
| 2023-03-20 23:35 | 2023-03-16 | IP | INTERNATIONAL PAPER CO /NEW/ | Sutton Mark S | Director, Officer | SELL | $34.58 | 85,000 | $2,938,960 | 143,000 |
| 2023-03-14 21:33 | 2023-03-13 | SLVM | Sylvamo Corp | SIMS JOHN V | Officer | SELL | $47.81 | 12,842 | $613,976 | 68,481 |
| 2023-03-14 01:33 | 2023-03-10 | SLVM | Sylvamo Corp | Meyers Karl L | Director | BUY | $49.17 | 10,000 | $491,700 | 10,000 |
| 2023-03-13 21:54 | 2023-03-09 | SLVM | Sylvamo Corp | Ferguson Kevin W | Officer | SELL | $49.65 | 2,407 | $119,508 | 5,545 |
| 2023-03-10 22:55 | 2023-03-09 | SLVM | Sylvamo Corp | Cleves Thomas A | Officer | BUY | $50.37 | 4,976 | $250,641 | 52,755 |
| 2023-02-27 20:00 | 2023-02-24 | GLT | Magnera Corp | ELDER DAVID C | Officer | BUY | $3.52 | 8,800 | $31,001 | 90,023 |
| 2023-02-27 18:21 | 2023-02-23 | GLT | Magnera Corp | Laures Wolfgang | Officer | BUY | $3.72 | 277,000 | $1,030,994 | 316,568 |
| 2023-02-23 19:33 | 2023-02-22 | IP | INTERNATIONAL PAPER CO /NEW/ | Gregg Aimee K. | Officer | SELL | $36.05 | 1,862 | $67,125 | 4,260 |
| 2023-02-17 19:12 | 2023-02-16 | IP | INTERNATIONAL PAPER CO /NEW/ | Nicholls Timothy S | Officer | SELL | $38.95 | 5,000 | $194,731 | 129,261 |
| 2022-12-21 00:09 | 2022-12-19 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $19.83 | 4,902 | $97,207 | 300,000 |
| 2022-12-20 00:24 | 2022-12-14 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $19.98 | 10,399 | $207,800 | 295,098 |
| 2022-12-13 00:12 | 2022-11-25 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $20.66 | 24,474 | $505,706 | 284,699 |
| 2022-12-02 01:01 | 2022-11-30 | IP | INTERNATIONAL PAPER CO /NEW/ | PLATH THOMAS J. | Officer | SELL | $36.00 | 2,000 | $72,000 | 49,953 |
| 2022-11-24 02:32 | 2022-11-22 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $19.92 | 2,114 | $42,111 | 260,225 |
| 2022-11-22 01:36 | 2022-11-18 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $19.27 | 3,000 | $57,810 | 258,111 |
| 2022-11-18 17:23 | 2022-11-16 | MATV | Mativ Holdings, Inc. | Keenan Jeffrey | Director | BUY | $19.05 | 1,911 | $36,405 | 255,111 |
| 2022-11-17 00:18 | 2022-11-14 | MATV | Mativ Holdings, Inc. | COOK WILLIAM M | Director | BUY | $29.09 | 1,500 | $43,635 | 17,534 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Paper Mills sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (2621) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Paper Mills
Every transaction in the Paper Mills 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.