{"scope": "industry", "title": "Homebuilding & Construction Supplies", "sector": "Consumer Cyclical", "industry": "Homebuilding & Construction Supplies", "intelligence": {"score": 46, "label": "Balanced insider tape", "tone": "neutral", "stance": "Wait for clearer clustering", "brief": "Acquisition and disposal evidence is mixed after low-information compensation and derivative activity is separated out.", "confidence": 55, "confidence_label": "Developing", "filings": 56, "companies": 1, "insiders": 10, "signal_events": 20, "acquisition_events": 5, "disposal_events": 15, "acquisition_share": 25.0, "disposal_share": 75.0, "acquisition_value": 1262500.0, "disposal_value": 8882134.959, "net_value": -7619634.959, "acquisition_value_label": "$1.3M", "disposal_value_label": "$8.9M", "net_value_label": "-$7.6M", "data_quality": 43, "priced_common_share": 43, "latest_date": "2026-07-15", "latest_signal_date": "2026-06-25", "oldest_date": "2026-05-22", "evidence_classes": [{"key": "common_equity", "label": "Common equity", "count": 38, "bar_width": 100.0}, {"key": "equity_award", "label": "Equity compensation", "count": 12, "bar_width": 31.6}, {"key": "derivative", "label": "Options and derivatives", "count": 6, "bar_width": 15.8}, {"key": "other", "label": "Other securities", "count": 0, "bar_width": 0.0}], "roles": [{"label": "Director", "count": 18, "bar_width": 100.0}, {"label": "CEO and chair", "count": 16, "bar_width": 88.9}, {"label": "Finance leadership", "count": 11, "bar_width": 61.1}, {"label": "Other executive", "count": 11, "bar_width": 61.1}], "supports": ["5 distinct acquisition events survive duplicate and security-type controls.", "Participation spans 10 named insiders rather than one filing source."], "risks": ["Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.", "The group read is concentrated in very few companies.", "The latest qualifying filing is more than 30 days old."]}, "timeline": [{"start": "2026-05-25", "label": "25 May", "acquisitions": 4, "disposals": 8, "qualified_acquisitions": 4, "qualified_disposals": 4, "total": 12, "height": 37.5, "acquisition_height": 33.3, "disposal_height": 66.7}, {"start": "2026-06-01", "label": "01 Jun", "acquisitions": 2, "disposals": 3, "qualified_acquisitions": 1, "qualified_disposals": 1, "total": 5, "height": 15.6, "acquisition_height": 40.0, "disposal_height": 60.0}, {"start": "2026-06-08", "label": "08 Jun", "acquisitions": 18, "disposals": 14, "qualified_acquisitions": 0, "qualified_disposals": 10, "total": 32, "height": 100.0, "acquisition_height": 56.2, "disposal_height": 43.8}, {"start": "2026-06-15", "label": "15 Jun", "acquisitions": 0, "disposals": 0, "qualified_acquisitions": 0, "qualified_disposals": 0, "total": 0, "height": 0.0, "acquisition_height": 0, "disposal_height": 0}, {"start": "2026-06-22", "label": "22 Jun", "acquisitions": 0, "disposals": 2, "qualified_acquisitions": 0, "qualified_disposals": 2, "total": 2, "height": 6.2, "acquisition_height": 0.0, "disposal_height": 100.0}, {"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": 0, "disposals": 0, "qualified_acquisitions": 0, "qualified_disposals": 0, "total": 0, "height": 0.0, "acquisition_height": 0, "disposal_height": 0}, {"start": "2026-07-13", "label": "13 Jul", "acquisitions": 1, "disposals": 1, "qualified_acquisitions": 0, "qualified_disposals": 0, "total": 2, "height": 6.2, "acquisition_height": 50.0, "disposal_height": 50.0}, {"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": 0, "qualified_acquisitions": 0, "qualified_disposals": 0, "total": 0, "height": 0.0, "acquisition_height": 0, "disposal_height": 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": [], "cautious": [{"symbol": "HOVNP", "name": "Hovnanian Enterprises Inc. PFD DEP1/1000A", "score": 46, "confidence": 78}], "active": [{"symbol": "HOVNP", "name": "Hovnanian Enterprises Inc. PFD DEP1/1000A", "score": 46, "confidence": 78}]}, "method": "Group reads measure breadth and conviction across controlled company-level insider evidence; they are classifications, not forecasts."}