{"scope": "industry", "title": "Home Improvement Retail", "sector": "Consumer Cyclical", "industry": "Home Improvement Retail", "intelligence": {"score": 75, "label": "Conviction accumulation", "tone": "positive", "stance": "Research constructive setups", "brief": "Priced common-share acquisitions carry more weighted evidence than disposals after freshness, role, size, and duplicate controls.", "confidence": 75, "confidence_label": "Well supported", "filings": 60, "companies": 4, "insiders": 30, "signal_events": 13, "acquisition_events": 8, "disposal_events": 5, "acquisition_share": 61.5, "disposal_share": 38.5, "acquisition_value": 2498656.6444, "disposal_value": 8004566.4, "net_value": -5505909.7556, "acquisition_value_label": "$2.5M", "disposal_value_label": "$8.0M", "net_value_label": "-$5.5M", "data_quality": 47, "priced_common_share": 22, "latest_date": "2026-08-05", "latest_signal_date": "2026-08-05", "oldest_date": "2026-05-18", "evidence_classes": [{"key": "common_equity", "label": "Common equity", "count": 18, "bar_width": 48.6}, {"key": "equity_award", "label": "Equity compensation", "count": 37, "bar_width": 100.0}, {"key": "derivative", "label": "Options and derivatives", "count": 5, "bar_width": 13.5}, {"key": "other", "label": "Other securities", "count": 0, "bar_width": 0.0}], "roles": [{"label": "Director", "count": 37, "bar_width": 100.0}, {"label": "Other or unspecified", "count": 17, "bar_width": 45.9}, {"label": "CEO and chair", "count": 3, "bar_width": 8.1}, {"label": "Finance leadership", "count": 2, "bar_width": 5.4}, {"label": "Other executive", "count": 1, "bar_width": 2.7}], "supports": ["8 distinct acquisition events survive duplicate and security-type controls.", "Participation spans 30 named insiders rather than one filing source.", "The latest qualifying evidence is fresh, dated 05 Aug 2026."], "risks": ["Most filings are awards, derivatives, unpriced common shares, or other securities and remain contextual."]}, "timeline": [{"start": "2026-05-25", "label": "25 May", "acquisitions": 11, "disposals": 1, "qualified_acquisitions": 0, "qualified_disposals": 0, "total": 12, "height": 85.7, "acquisition_height": 91.7, "disposal_height": 8.3}, {"start": "2026-06-01", "label": "01 Jun", "acquisitions": 0, "disposals": 0, "qualified_acquisitions": 0, "qualified_disposals": 0, "total": 0, "height": 0.0, "acquisition_height": 0, "disposal_height": 0}, {"start": "2026-06-08", "label": "08 Jun", "acquisitions": 0, "disposals": 1, "qualified_acquisitions": 0, "qualified_disposals": 0, "total": 1, "height": 7.1, "acquisition_height": 0.0, "disposal_height": 100.0}, {"start": "2026-06-15", "label": "15 Jun", "acquisitions": 4, "disposals": 10, "qualified_acquisitions": 4, "qualified_disposals": 4, "total": 14, "height": 100.0, "acquisition_height": 28.6, "disposal_height": 71.4}, {"start": "2026-06-22", "label": "22 Jun", "acquisitions": 0, "disposals": 0, "qualified_acquisitions": 0, "qualified_disposals": 0, "total": 0, "height": 0.0, "acquisition_height": 0, "disposal_height": 0}, {"start": "2026-06-29", "label": "29 Jun", "acquisitions": 0, "disposals": 0, "qualified_acquisitions": 0, "qualified_disposals": 0, "total": 0, "height": 0.0, "acquisition_height": 0, "disposal_height": 0}, {"start": "2026-07-06", "label": "06 Jul", "acquisitions": 5, "disposals": 0, "qualified_acquisitions": 0, "qualified_disposals": 0, "total": 5, "height": 35.7, "acquisition_height": 100.0, "disposal_height": 0.0}, {"start": "2026-07-13", "label": "13 Jul", "acquisitions": 0, "disposals": 0, "qualified_acquisitions": 0, "qualified_disposals": 0, "total": 0, "height": 0.0, "acquisition_height": 0, "disposal_height": 0}, {"start": "2026-07-20", "label": "20 Jul", "acquisitions": 0, "disposals": 0, "qualified_acquisitions": 0, "qualified_disposals": 0, "total": 0, "height": 0.0, "acquisition_height": 0, "disposal_height": 0}, {"start": "2026-07-27", "label": "27 Jul", "acquisitions": 0, "disposals": 0, "qualified_acquisitions": 0, "qualified_disposals": 0, "total": 0, "height": 0.0, "acquisition_height": 0, "disposal_height": 0}, {"start": "2026-08-03", "label": "03 Aug", "acquisitions": 0, "disposals": 1, "qualified_acquisitions": 0, "qualified_disposals": 1, "total": 1, "height": 7.1, "acquisition_height": 0.0, "disposal_height": 100.0}, {"start": "2026-08-10", "label": "10 Aug", "acquisitions": 0, "disposals": 0, "qualified_acquisitions": 0, "qualified_disposals": 0, "total": 0, "height": 0.0, "acquisition_height": 0, "disposal_height": 0}], "peers": [{"label": "Recreational Vehicles", "score": 75, "confidence": 89}, {"label": "Home Improvement Retail", "score": 75, "confidence": 75}, {"label": "Auto Manufacturers", "score": 73, "confidence": 86}, {"label": "Lodging", "score": 66, "confidence": 83}, {"label": "Personal Services", "score": 64, "confidence": 80}, {"label": "Textile Manufacturing", "score": 57, "confidence": 50}, {"label": "Residential Construction", "score": 52, "confidence": 94}, {"label": "Furnishings, Fixtures & Appliances", "score": 50, "confidence": 92}, {"label": "Apparel Manufacturing", "score": 50, "confidence": 90}, {"label": "Restaurants", "score": 49, "confidence": 92}, {"label": "Footwear & Accessories", "score": 48, "confidence": 88}, {"label": "Homebuilding & Construction Supplies", "score": 46, "confidence": 55}, {"label": "Auto & Truck Dealerships", "score": 45, "confidence": 95}, {"label": "Leisure", "score": 45, "confidence": 92}, {"label": "Apparel Retail", "score": 43, "confidence": 90}, {"label": "Specialty Retail", "score": 42, "confidence": 91}, {"label": "Auto Parts", "score": 41, "confidence": 91}, {"label": "Travel Services", "score": 34, "confidence": 88}, {"label": "Luxury Goods", "score": 32, "confidence": 70}, {"label": "Packaging & Containers", "score": 27, "confidence": 95}, {"label": "Resorts & Casinos", "score": 25, "confidence": 93}, {"label": "Internet Retail", "score": 24, "confidence": 96}, {"label": "Gambling", "score": 24, "confidence": 75}, {"label": "Department Stores", "score": 14, "confidence": 70}], "leaders": {"constructive": [{"symbol": "LIVE", "name": "Live Ventures Inc", "score": 78, "confidence": 36}, {"symbol": "LOW", "name": "Lowe's Companies Inc", "score": 65, "confidence": 71}, {"symbol": "FND", "name": "Floor & Decor Holdings Inc", "score": 58, "confidence": 50}], "cautious": [], "active": [{"symbol": "LOW", "name": "Lowe's Companies Inc", "score": 65, "confidence": 71}, {"symbol": "LIVE", "name": "Live Ventures Inc", "score": 78, "confidence": 36}, {"symbol": "FND", "name": "Floor & Decor Holdings Inc", "score": 58, "confidence": 50}, {"symbol": "HD", "name": "The Home Depot Inc", "score": 50, "confidence": 35}]}, "method": "Group reads measure breadth and conviction across controlled company-level insider evidence; they are classifications, not forecasts."}