{"scope": "industry", "title": "Marine Shipping", "sector": "Industrials", "industry": "Marine Shipping", "intelligence": {"score": 12, "label": "Concentrated distribution", "tone": "negative", "stance": "Review exposure and filing context", "brief": "Priced common-share disposals are concentrated enough to warrant review, but they are not treated as a standalone bearish forecast.", "confidence": 77, "confidence_label": "Well supported", "filings": 96, "companies": 5, "insiders": 22, "signal_events": 46, "acquisition_events": 0, "disposal_events": 46, "acquisition_share": 0.0, "disposal_share": 100.0, "acquisition_value": 0.0, "disposal_value": 11082865.089, "net_value": -11082865.089, "acquisition_value_label": "$0", "disposal_value_label": "$11.1M", "net_value_label": "-$11.1M", "data_quality": 48, "priced_common_share": 48, "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": 55, "bar_width": 100.0}, {"key": "equity_award", "label": "Equity compensation", "count": 41, "bar_width": 74.5}, {"key": "derivative", "label": "Options and derivatives", "count": 0, "bar_width": 0.0}, {"key": "other", "label": "Other securities", "count": 0, "bar_width": 0.0}], "roles": [{"label": "Director", "count": 49, "bar_width": 100.0}, {"label": "Other executive", "count": 20, "bar_width": 40.8}, {"label": "CEO and chair", "count": 12, "bar_width": 24.5}, {"label": "Finance leadership", "count": 8, "bar_width": 16.3}, {"label": "Other or unspecified", "count": 5, "bar_width": 10.2}, {"label": "Large holder", "count": 2, "bar_width": 4.1}], "supports": ["Participation spans 22 named insiders rather than one filing source.", "The latest qualifying evidence is fresh, dated 05 Aug 2026."], "risks": ["Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight."]}, "timeline": [{"start": "2026-05-25", "label": "25 May", "acquisitions": 33, "disposals": 2, "qualified_acquisitions": 0, "qualified_disposals": 2, "total": 35, "height": 100.0, "acquisition_height": 94.3, "disposal_height": 5.7}, {"start": "2026-06-01", "label": "01 Jun", "acquisitions": 5, "disposals": 1, "qualified_acquisitions": 0, "qualified_disposals": 1, "total": 6, "height": 17.1, "acquisition_height": 83.3, "disposal_height": 16.7}, {"start": "2026-06-08", "label": "08 Jun", "acquisitions": 0, "disposals": 11, "qualified_acquisitions": 0, "qualified_disposals": 10, "total": 11, "height": 31.4, "acquisition_height": 0.0, "disposal_height": 100.0}, {"start": "2026-06-15", "label": "15 Jun", "acquisitions": 8, "disposals": 2, "qualified_acquisitions": 0, "qualified_disposals": 2, "total": 10, "height": 28.6, "acquisition_height": 80.0, "disposal_height": 20.0}, {"start": "2026-06-22", "label": "22 Jun", "acquisitions": 0, "disposals": 3, "qualified_acquisitions": 0, "qualified_disposals": 3, "total": 3, "height": 8.6, "acquisition_height": 0.0, "disposal_height": 100.0}, {"start": "2026-06-29", "label": "29 Jun", "acquisitions": 1, "disposals": 8, "qualified_acquisitions": 0, "qualified_disposals": 8, "total": 9, "height": 25.7, "acquisition_height": 11.1, "disposal_height": 88.9}, {"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": 0, "disposals": 4, "qualified_acquisitions": 0, "qualified_disposals": 4, "total": 4, "height": 11.4, "acquisition_height": 0.0, "disposal_height": 100.0}, {"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": 10, "qualified_acquisitions": 0, "qualified_disposals": 10, "total": 10, "height": 28.6, "acquisition_height": 0.0, "disposal_height": 100.0}, {"start": "2026-08-03", "label": "03 Aug", "acquisitions": 1, "disposals": 4, "qualified_acquisitions": 0, "qualified_disposals": 3, "total": 5, "height": 14.3, "acquisition_height": 20.0, "disposal_height": 80.0}, {"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": "Tools & Accessories", "score": 68, "confidence": 85}, {"label": "Pollution & Treatment Controls", "score": 67, "confidence": 84}, {"label": "Specialty Business Services", "score": 65, "confidence": 92}, {"label": "Waste Management", "score": 65, "confidence": 88}, {"label": "Conglomerates", "score": 62, "confidence": 92}, {"label": "Electrical Equipment & Parts", "score": 60, "confidence": 91}, {"label": "Specialty Industrial Machinery", "score": 54, "confidence": 93}, {"label": "Farm & Heavy Construction Machinery", "score": 53, "confidence": 93}, {"label": "Engineering & Construction", "score": 53, "confidence": 91}, {"label": "Security & Protection Services", "score": 53, "confidence": 91}, {"label": "Rental & Leasing Services", "score": 48, "confidence": 92}, {"label": "Trucking", "score": 47, "confidence": 86}, {"label": "Business Equipment & Supplies", "score": 45, "confidence": 57}, {"label": "Industrial Distribution", "score": 42, "confidence": 92}, {"label": "Railroads", "score": 40, "confidence": 88}, {"label": "Building Products & Equipment", "score": 37, "confidence": 94}, {"label": "Aerospace & Defense", "score": 37, "confidence": 93}, {"label": "Metal Fabrication", "score": 37, "confidence": 90}, {"label": "Staffing & Employment Services", "score": 35, "confidence": 84}, {"label": "Integrated Freight & Logistics", "score": 32, "confidence": 84}, {"label": "Airlines", "score": 30, "confidence": 86}, {"label": "Consulting Services", "score": 26, "confidence": 84}, {"label": "Airports & Air Services", "score": 16, "confidence": 65}, {"label": "Marine Shipping", "score": 12, "confidence": 77}], "leaders": {"constructive": [], "cautious": [{"symbol": "MATX", "name": "Matson Inc", "score": 12, "confidence": 91}, {"symbol": "SMHI", "name": "SEACOR Marine Holdings Inc", "score": 12, "confidence": 97}, {"symbol": "GNK", "name": "Genco Shipping & Trading Ltd", "score": 25, "confidence": 44}, {"symbol": "PANL", "name": "Pangaea Logistic", "score": 28, "confidence": 28}, {"symbol": "KEX", "name": "Kirby Corporation", "score": 28, "confidence": 31}], "active": [{"symbol": "SMHI", "name": "SEACOR Marine Holdings Inc", "score": 12, "confidence": 97}, {"symbol": "MATX", "name": "Matson Inc", "score": 12, "confidence": 91}, {"symbol": "GNK", "name": "Genco Shipping & Trading Ltd", "score": 25, "confidence": 44}, {"symbol": "KEX", "name": "Kirby Corporation", "score": 28, "confidence": 31}, {"symbol": "PANL", "name": "Pangaea Logistic", "score": 28, "confidence": 28}]}, "method": "Group reads measure breadth and conviction across controlled company-level insider evidence; they are classifications, not forecasts."}