Retail-Auto & Home Supply Stores
Standard Industrial Classification: SIC 5531
Industry Insider Sentiment Analysis
The Retail-Auto & Home Supply Stores sector (SIC 5531) acts as a critical barometer for broader economic health. Our real-time monitoring reveals 2026 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-14 01:37 | 2026-02-11 | ONEW | OneWater Marine Inc. | Singleton Philip Austin Jr. | Director, Officer | BUY | $12.63 | 24,353 | $307,500 | 779,776 |
| 2026-02-14 00:15 | 2026-02-12 | ONEW | OneWater Marine Inc. | Troiano John | Director | SELL | $13.19 | 1,662 | $21,922 | 51,592 |
| 2026-02-14 00:01 | 2026-02-09 | ONEW | OneWater Marine Inc. | Bos Teresa D. | 10% owner | SELL | $14.01 | 662 | $9,275 | 1,030,548 |
| 2026-02-12 01:26 | 2026-02-06 | ONEW | OneWater Marine Inc. | Bos Teresa D. | 10% owner | SELL | $14.00 | 5,752 | $80,530 | 1,031,210 |
| 2026-02-11 01:01 | 2026-02-06 | ONEW | OneWater Marine Inc. | Bos Peter H. Jr. | 10% owner | SELL | $14.00 | 5,752 | $80,530 | 1,031,210 |
| 2026-02-06 01:15 | 2026-02-03 | ONEW | OneWater Marine Inc. | Bos Teresa D. | 10% owner | SELL | $14.07 | 60,889 | $857,007 | 1,036,962 |
| 2026-01-28 00:06 | 2026-01-23 | AZO | AUTOZONE INC | Smith Richard Craig | Officer | OPT+S | $3,700.00 | 5,910 | $21,867,000 | 2,627 |
| 2026-01-21 00:57 | 2026-01-16 | AZO | AUTOZONE INC | Smith Richard Craig | Officer | OPT+S | $3,500.00 | 3,190 | $11,165,000 | 2,627 |
| 2026-01-06 02:03 | 2026-01-02 | AZO | AUTOZONE INC | MRKONIC GEORGE R JR | Director | SELL | $3,341.99 | 97 | $323,538 | 3,564 |
| 2026-01-06 02:03 | 2026-01-02 | AZO | AUTOZONE INC | GRAVES EARL G JR | Director | SELL | $3,295.00 | 250 | $823,750 | 4,887 |
| 2025-12-23 01:06 | 2025-12-22 | AZO | AUTOZONE INC | GEORGE MICHAEL A | Director | BUY | $3,398.13 | 145 | $492,729 | 566 |
| 2025-12-20 00:52 | 2025-12-18 | AZO | AUTOZONE INC | Hannasch Brian | Director | BUY | $3,393.09 | 147 | $498,784 | 962 |
| 2025-12-13 01:56 | 2025-12-10 | AZO | AUTOZONE INC | JACKSON JAMERE | Officer | BUY | $3,413.50 | 55 | $187,743 | 488 |
| 2025-12-02 00:27 | 2025-11-26 | ORLY | O REILLY AUTOMOTIVE INC | MANCINI CHRISTOPHER ANDREW | Officer | OPT+S | $101.31 | 2,355 | $238,585 | 28 |
| 2025-12-02 00:25 | 2025-11-26 | ORLY | O REILLY AUTOMOTIVE INC | HOPPER PHILIP M | Officer | OPT+S | $101.25 | 3,500 | $354,361 | 4,792 |
| 2025-11-26 00:18 | 2025-11-24 | ONEW | OneWater Marine Inc. | Singleton Philip Austin Jr. | Director, Officer | BUY | $11.47 | 43,179 | $495,263 | 755,423 |
| 2025-11-21 01:41 | 2025-11-18 | ORLY | O REILLY AUTOMOTIVE INC | FLETCHER JEREMY ADAM | Officer | OPT+S | $100.00 | 3,795 | $379,500 | 35,876 |
| 2025-11-15 00:03 | 2025-11-13 | AAP | ADVANCE AUTO PARTS INC | Soler Kristen L | Officer | SELL | $51.00 | 7,662 | $390,762 | 23,165 |
| 2025-11-07 00:35 | 2025-11-04 | ORLY | O REILLY AUTOMOTIVE INC | MURPHY JOHN RAYMOND | Director | SELL | $92.60 | 3,125 | $289,376 | 8,125 |
| 2025-10-30 00:35 | 2025-10-27 | AZO | AUTOZONE INC | Borninkhof K. Michelle | Officer | OPT+S | $3,775.00 | 300 | $1,132,500 | 416 |
| 2025-10-21 00:10 | 2025-10-17 | AZO | AUTOZONE INC | Daniele Philip B. | Officer | OPT+S | $4,020.88 | 2,533 | $10,184,893 | 55 |
| 2025-09-26 23:50 | 2025-09-24 | AZO | AUTOZONE INC | Murphy John Scott | Officer | OPT+S | $4,175.70 | 2,860 | $11,942,494 | 1,244 |
| 2025-09-23 00:10 | 2025-09-19 | ONEW | OneWater Marine Inc. | Singleton Philip Austin Jr. | Director, Officer | BUY | $15.37 | 3,654 | $56,162 | 712,244 |
| 2025-08-30 00:30 | 2025-08-27 | ONEW | OneWater Marine Inc. | Troiano John | Director | SELL | $17.35 | 15,041 | $261,011 | 52,226 |
| 2025-08-28 23:52 | 2025-08-27 | ONEW | OneWater Marine Inc. | Lamkin Jeffrey B. | Director | SELL | $17.44 | 62,695 | $1,093,401 | 0 |
| 2025-08-27 23:45 | 2025-08-25 | HZO | MARINEMAX INC | McGill W Brett | Director, Officer | SELL | $27.53 | 60,000 | $1,651,590 | 173,038 |
| 2025-08-16 00:39 | 2025-08-13 | ORLY | O REILLY AUTOMOTIVE INC | SASTRE MARIA | Director | SELL | $102.32 | 595 | $60,877 | 15,935 |
| 2025-08-16 00:39 | 2025-08-13 | ORLY | O REILLY AUTOMOTIVE INC | WILBANKS CARL DAVID | Officer | OPT+S | $102.54 | 88,485 | $9,073,040 | 10,305 |
| 2025-08-08 23:35 | 2025-08-06 | ORLY | O REILLY AUTOMOTIVE INC | REAVES SHARI LYNNE | Officer | SELL | $103.81 | 2,000 | $207,613 | 12,826 |
| 2025-07-31 23:33 | 2025-07-29 | ORLY | O REILLY AUTOMOTIVE INC | MERZ MARK JOSEPH | Officer | OPT+S | $98.37 | 34,555 | $3,399,179 | 2,876 |
| 2025-07-26 00:02 | 2025-07-24 | AZO | AUTOZONE INC | Smith Richard Craig | Officer | OPT+S | $3,875.90 | 3,000 | $11,627,700 | 2,925 |
| 2025-06-23 23:56 | 2025-06-20 | AZO | AUTOZONE INC | Borninkhof K. Michelle | Officer | OPT+S | $3,597.13 | 750 | $2,697,850 | 406 |
| 2025-06-23 23:05 | 2025-06-20 | AAP | ADVANCE AUTO PARTS INC | Hand Jason | Officer | SELL | $48.52 | 948 | $45,995 | 9,876 |
| 2025-06-12 23:55 | 2025-06-10 | AZO | AUTOZONE INC | RHODES WILLIAM C III | Director, Officer | OPT+S | $3,708.93 | 27,500 | $101,995,725 | 8,546 |
| 2025-06-02 23:44 | 2025-05-29 | ORLY | O REILLY AUTOMOTIVE INC | MONTELLANO NAJERA JOSE A | Officer | SELL | $1,351.91 | 19 | $25,686 | 0 |
| 2025-06-02 23:44 | 2025-05-30 | ORLY | O REILLY AUTOMOTIVE INC | ODEMS RAMON PARISES | Officer | OPT+S | $1,360.45 | 2,000 | $2,720,900 | 16 |
| 2025-06-02 23:23 | 2025-05-30 | AZO | AUTOZONE INC | JACKSON JAMERE | Officer | OPT+S | $3,728.05 | 2,612 | $9,737,671 | 427 |
| 2025-05-28 23:45 | 2025-05-23 | ONEW | OneWater Marine Inc. | Singleton Philip Austin Jr. | Director, Officer | BUY | $13.50 | 548 | $7,398 | 708,590 |
| 2025-05-22 23:09 | 2025-05-20 | ONEW | OneWater Marine Inc. | Singleton Philip Austin Jr. | Director, Officer | BUY | $14.59 | 15,674 | $228,737 | 708,042 |
| 2025-05-20 23:41 | 2025-05-19 | ORLY | O REILLY AUTOMOTIVE INC | MURPHY JOHN RAYMOND | Director | SELL | $1,379.00 | 200 | $275,800 | 304 |
| 2025-05-09 23:22 | 2025-05-07 | ONEW | OneWater Marine Inc. | ROY J STEVEN | Director | BUY | $12.22 | 5,001 | $61,112 | 25,761 |
| 2025-05-09 02:22 | 2025-05-06 | ONEW | OneWater Marine Inc. | AISQUITH ANTHONY M | Director, Officer | BUY | $12.29 | 72,482 | $890,985 | 859,638 |
| 2025-04-24 00:42 | 2025-04-22 | AZO | AUTOZONE INC | HURTADO DOMINGO | Officer | OPT+S | $3,660.00 | 4,800 | $17,568,000 | 159 |
| 2025-04-02 23:18 | 2025-03-31 | AZO | AUTOZONE INC | GOULD ERIC S. | Officer | OPT+S | $3,800.00 | 1,500 | $5,700,000 | 905 |
| 2025-04-01 01:18 | 2025-03-27 | AAP | ADVANCE AUTO PARTS INC | Grimsland Ryan P | Officer | BUY | $40.70 | 200 | $8,140 | 56,499 |
| 2025-03-29 00:11 | 2025-03-27 | AZO | AUTOZONE INC | Daniele Philip B. | Officer | OPT+S | $3,800.01 | 2,000 | $7,600,020 | 163 |
| 2025-03-22 00:35 | 2025-03-20 | AZO | AUTOZONE INC | Smith Richard Craig | Officer | OPT+S | $3,610.00 | 2,850 | $10,288,500 | 2,924 |
| 2025-03-14 23:24 | 2025-03-12 | ONEW | OneWater Marine Inc. | Singleton Philip Austin Jr. | Director, Officer | BUY | $16.13 | 10,000 | $161,300 | 692,368 |
| 2025-03-14 00:12 | 2025-03-11 | AZO | AUTOZONE INC | Borninkhof K. Michelle | Officer | SELL | $3,550.08 | 136 | $481,575 | 403 |
| 2025-03-13 00:00 | 2025-03-11 | HZO | MARINEMAX INC | Biumi Bonnie | Director | BUY | $23.37 | 1,000 | $23,370 | 2,000 |
Sector-Wide Insider Alpha
Analyzing insider movements across the Retail-Auto & Home Supply Stores sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (5531) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.
SEC Filings in Retail-Auto & Home Supply Stores
Every transaction in the Retail-Auto & Home Supply Stores 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.