Paints, Varnishes, Lacquers, Enamels & Allied Prods
Standard Industrial Classification: SIC 2851
Industry Insider Sentiment Analysis
The Paints, Varnishes, Lacquers, Enamels & Allied Prods sector (SIC 2851) acts as a critical barometer for broader economic health. Our real-time monitoring reveals 532 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2015-08-19 00:15 | 2015-08-18 | AXTA | Axalta Coating Systems Ltd. | MCLAUGHLIN ROBERT M | Director | SELL | $30.68 | 38,100 | $1,168,908 | 31,190 |
| 2015-08-19 00:14 | 2015-08-17 | AXTA | Axalta Coating Systems Ltd. | SHAVER CHARLES W | Director, Officer | OPT+S | $30.63 | 150,000 | $4,594,500 | 384,615 |
| 2015-08-19 00:13 | 2015-08-17 | AXTA | Axalta Coating Systems Ltd. | Cash Michael A. | Officer | SELL | $30.63 | 25,312 | $775,307 | 123,787 |
| 2015-08-19 00:12 | 2015-08-14 | RPM | RPM INTERNATIONAL INC/DE/ | Slifstein Barry | Officer | SELL | $46.74 | 4,500 | $210,330 | 46,325 |
| 2015-08-14 23:11 | 2015-08-14 | AXTA | Axalta Coating Systems Ltd. | Kramvis Andreas | Director | SELL | $30.18 | 40,000 | $1,207,200 | 59,433 |
| 2015-08-14 23:09 | 2015-08-13 | AXTA | Axalta Coating Systems Ltd. | Markevich Steven R. | Officer | SELL | $30.27 | 51,582 | $1,561,387 | 139,999 |
| 2015-08-14 23:05 | 2015-08-12 | AXTA | Axalta Coating Systems Ltd. | Finn Michael F. | Officer | SELL | $29.84 | 42,158 | $1,258,100 | 73,076 |
| 2015-08-13 00:11 | 2015-08-10 | AXTA | Axalta Coating Systems Ltd. | Bryant Robert W. | Officer | OPT+S | $30.55 | 151,770 | $4,636,589 | 173,076 |
| 2015-08-10 20:29 | 2015-08-07 | PPG | PPG INDUSTRIES INC | BUNCH CHARLES E | Director, Officer | SELL | $103.96 | 12,716 | $1,321,910 | 748,356 |
| 2015-08-06 23:25 | 2015-08-05 | RPM | RPM INTERNATIONAL INC/DE/ | Ratajczak Matthew T | Officer | SELL | $47.10 | 4,154 | $195,653 | 47,693 |
| 2015-08-06 02:44 | 2015-08-03 | AXTA | Axalta Coating Systems Ltd. | Bustos Orlando Antonio | Director | OPT+S | $32.43 | 23,537 | $763,371 | 30,732 |
| 2015-08-05 23:52 | 2015-08-03 | AXTA | Axalta Coating Systems Ltd. | SHAVER CHARLES W | Director, Officer | OPT+S | $31.84 | 300,000 | $9,553,050 | 384,615 |
| 2015-07-29 00:09 | 2015-07-24 | AXTA | Axalta Coating Systems Ltd. | SHAVER CHARLES W | Director, Officer | OPT+S | $30.11 | 20,000 | $602,200 | 434,615 |
| 2015-07-22 00:46 | 2015-07-17 | AXTA | Axalta Coating Systems Ltd. | SHAVER CHARLES W | Director, Officer | OPT+S | $31.18 | 70,000 | $2,182,845 | 434,615 |
| 2015-07-17 23:27 | 2015-07-15 | AXTA | Axalta Coating Systems Ltd. | SHAVER CHARLES W | Director, Officer | OPT+S | $32.46 | 60,000 | $1,947,498 | 434,615 |
| 2015-07-09 01:01 | 2015-07-06 | AXTA | Axalta Coating Systems Ltd. | SHAVER CHARLES W | Director, Officer | OPT+S | $32.53 | 50,000 | $1,626,500 | 434,615 |
| 2015-07-09 00:59 | 2015-07-08 | AXTA | Axalta Coating Systems Ltd. | Markevich Steven R. | Officer | OPT+S | $32.49 | 51,582 | $1,675,920 | 191,581 |
| 2015-07-09 00:57 | 2015-07-06 | AXTA | Axalta Coating Systems Ltd. | Bustos Orlando Antonio | Director | OPT+S | $32.80 | 81,541 | $2,674,186 | 0 |
| 2015-07-09 00:54 | 2015-07-06 | AXTA | Axalta Coating Systems Ltd. | Bryant Robert W. | Officer | OPT+S | $32.77 | 151,770 | $4,973,199 | 173,076 |
| 2015-07-06 23:36 | 2015-07-01 | AXTA | Axalta Coating Systems Ltd. | SHAVER CHARLES W | Director, Officer | OPT+S | $32.78 | 250,000 | $8,195,400 | 434,615 |
| 2015-07-06 23:32 | 2015-07-01 | AXTA | Axalta Coating Systems Ltd. | Finn Michael F. | Officer | OPT+S | $32.81 | 48,678 | $1,596,921 | 115,234 |
| 2015-07-06 23:31 | 2015-07-01 | AXTA | Axalta Coating Systems Ltd. | Bustos Orlando Antonio | Director | OPT+S | $32.69 | 40,000 | $1,307,600 | 0 |
| 2015-06-02 00:10 | 2015-06-01 | AXTA | Axalta Coating Systems Ltd. | SHAVER CHARLES W | Director, Officer | SELL | $34.36 | 50,000 | $1,718,000 | 622,615 |
| 2015-05-13 23:46 | 2015-05-11 | AXTA | Axalta Coating Systems Ltd. | SHAVER CHARLES W | Director, Officer | SELL | $31.52 | 50,000 | $1,576,000 | 288,000 |
| 2015-05-13 23:45 | 2015-05-11 | AXTA | Axalta Coating Systems Ltd. | McDougall Joseph F. | Officer | OPT+S | $32.35 | 168,963 | $5,465,311 | 0 |
| 2015-05-13 23:44 | 2015-05-11 | AXTA | Axalta Coating Systems Ltd. | Markevich Steven R. | Officer | OPT+S | $32.43 | 454,023 | $14,724,284 | 51,582 |
| 2015-05-13 23:43 | 2015-05-11 | AXTA | Axalta Coating Systems Ltd. | Lannon Sean M. | Officer | OPT+S | $32.09 | 34,396 | $1,103,857 | 0 |
| 2015-05-13 23:42 | 2015-05-11 | AXTA | Axalta Coating Systems Ltd. | Finn Michael F. | Officer | OPT+S | $32.33 | 144,477 | $4,670,508 | 42,158 |
| 2015-05-13 23:41 | 2015-05-11 | AXTA | Axalta Coating Systems Ltd. | Cash Michael A. | Officer | OPT+S | $32.10 | 42,140 | $1,352,681 | 67,562 |
| 2015-05-13 23:37 | 2015-05-11 | AXTA | Axalta Coating Systems Ltd. | Bryant Robert W. | Officer | OPT+S | $32.40 | 388,040 | $12,572,884 | 0 |
| 2015-04-17 23:12 | 2015-04-15 | RPM | RPM INTERNATIONAL INC/DE/ | Nance Frederick R. | Director | SELL | $48.24 | 2,820 | $136,045 | 13,789 |
| 2015-04-10 14:17 | 2015-04-08 | AXTA | Axalta Coating Systems Ltd. | CP V General Partner, L.L.C. | 10% owner | SELL | $27.32 | 66,000,000 | $1,802,922,000 | 104,311,996 |
| 2015-04-10 14:15 | 2015-04-08 | AXTA | Axalta Coating Systems Ltd. | Carlyle Group Management L.L.C. | 10% owner | SELL | $27.32 | 66,000,000 | $1,802,922,000 | 104,311,996 |
| 2015-03-03 00:04 | 2015-02-26 | PPG | PPG INDUSTRIES INC | MCGARRY MICHAEL H | Officer | OPT+S | $235.60 | 6,664 | $1,570,036 | 39,707 |
| 2015-02-28 00:03 | 2015-02-25 | PPG | PPG INDUSTRIES INC | SEKMAKAS VIKTORAS R | Officer | OPT+S | $236.35 | 19,378 | $4,579,994 | 14,110 |
| 2015-02-25 00:05 | 2015-02-20 | PPG | PPG INDUSTRIES INC | BUNCH CHARLES E | Director, Officer | SELL | $235.04 | 40,000 | $9,401,460 | 380,536 |
| 2015-02-25 00:02 | 2015-02-20 | PPG | PPG INDUSTRIES INC | BOST GLENN E II | Officer | OPT+S | $233.78 | 19,897 | $4,651,421 | 16,468 |
| 2015-02-20 00:04 | 2015-02-17 | PPG | PPG INDUSTRIES INC | BUNCH CHARLES E | Director, Officer | OPT+S | $234.96 | 141,542 | $33,256,369 | 374,178 |
| 2015-02-05 00:10 | 2015-02-03 | RPM | RPM INTERNATIONAL INC/DE/ | Gordon Russell L | Officer | OPT+S | $47.70 | 2,112 | $100,746 | 88,519 |
| 2015-01-27 23:47 | 2015-01-23 | PPG | PPG INDUSTRIES INC | NAVIKAS DAVID B | Officer | OPT+S | $229.19 | 8,290 | $1,899,985 | 22,694 |
| 2014-11-19 00:09 | 2014-11-14 | AXTA | Axalta Coating Systems Ltd. | CP V General Partner, L.L.C. | 10% owner | SELL | $18.53 | 57,500,000 | $1,065,475,000 | 170,311,996 |
| 2014-11-19 00:06 | 2014-11-14 | AXTA | Axalta Coating Systems Ltd. | Carlyle Group Management L.L.C. | 10% owner | SELL | $18.53 | 57,500,000 | $1,065,475,000 | 170,311,996 |
| 2014-11-17 18:30 | 2014-11-14 | PPG | PPG INDUSTRIES INC | BOST GLENN E II | Officer | OPT+S | $205.11 | 2,975 | $610,202 | 16,468 |
| 2014-11-12 16:26 | 2014-11-07 | PPG | PPG INDUSTRIES INC | MCGARRY MICHAEL H | Officer | OPT+S | $205.12 | 4,900 | $1,005,088 | 33,360 |
| 2014-10-30 23:24 | 2014-10-28 | RPM | RPM INTERNATIONAL INC/DE/ | RICE RONALD A | Officer | SELL | $43.76 | 8,000 | $350,099 | 367,123 |
| 2014-10-22 23:22 | 2014-10-20 | RPM | RPM INTERNATIONAL INC/DE/ | Moore Edward W. | Officer | OPT+S | $43.61 | 8,762 | $382,111 | 74,977 |
| 2014-10-22 23:21 | 2014-10-20 | RPM | RPM INTERNATIONAL INC/DE/ | SMILEY KEITH R | Officer | OPT+S | $42.74 | 6,000 | $256,465 | 96,936 |
| 2014-08-15 16:01 | 2014-08-14 | PPG | PPG INDUSTRIES INC | NAVIKAS DAVID B | Officer | OPT+S | $201.13 | 9,000 | $1,810,192 | 22,694 |
| 2014-07-23 20:24 | 2014-07-21 | PPG | PPG INDUSTRIES INC | BUNCH CHARLES E | Director, Officer | OPT+S | $209.46 | 95,400 | $19,982,465 | 374,178 |
| 2014-02-27 20:07 | 2014-02-26 | PPG | PPG INDUSTRIES INC | BOST GLENN E II | Officer | OPT+S | $193.25 | 8,889 | $1,717,792 | 16,468 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Paints, Varnishes, Lacquers, Enamels & Allied Prods sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (2851) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Paints, Varnishes, Lacquers, Enamels & Allied Prods
Every transaction in the Paints, Varnishes, Lacquers, Enamels & Allied Prods 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.