Industry ownership intelligence

Homebuilding & Construction Supplies insider conviction

Executive and director activity assessed across 1 companies for breadth, transaction quality, clustering, freshness, and directional conviction.

Market dashboardConsumer Cyclical sectorCompany signalsFiling ledgerData API
46/100

Balanced insider tape

55/100 confidence
Level
Industry
Evidence window
Latest 90 days
Named insiders
10
Latest evidence
15 Jul 2026

Capital positioning read

Balanced insider tape

Acquisition and disposal evidence is mixed after low-information compensation and derivative activity is separated out.

Wait for clearer clustering

Evidence in favour

  • 5 distinct acquisition events survive duplicate and security-type controls.
  • Participation spans 10 named insiders rather than one filing source.

Decision 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.
Conviction46Balanced insider tape
Confidence55Developing
Controlled events20directional common-share events
Company breadth1represented companies
Acquisition value$1.3Mnormalized amount
Disposal value$8.9Mnormalized amount

Flow regime

Twelve-week filing pressure

Shows the cadence and balance of the full filing tape.

1225 May
501 Jun
3208 Jun
015 Jun
222 Jun
029 Jun
006 Jul
213 Jul
020 Jul
027 Jul
003 Aug
010 Aug
AcquisitionsDisposalsScore 46 · Confidence 55

Relative positioning

Industry peer map

Current score with confidence.

Recreational VehiclesConviction accumulation7589 confidence Home Improvement RetailConviction accumulation7575 confidence Auto ManufacturersConviction accumulation7386 confidence LodgingAccumulation bias6683 confidence Personal ServicesAccumulation bias6480 confidence Textile ManufacturingAccumulation bias5750 confidence Residential ConstructionBalanced insider tape5294 confidence Furnishings, Fixtures & AppliancesBalanced insider tape5092 confidence Apparel ManufacturingBalanced insider tape5090 confidence RestaurantsBalanced insider tape4992 confidence Footwear & AccessoriesBalanced insider tape4888 confidence Homebuilding & Construction SuppliesBalanced insider tape4655 confidence Auto & Truck DealershipsBalanced insider tape4595 confidence LeisureBalanced insider tape4592 confidence Apparel RetailDistribution bias4390 confidence Specialty RetailDistribution bias4291 confidence Auto PartsDistribution bias4191 confidence Travel ServicesDistribution bias3488 confidence Luxury GoodsConcentrated distribution3270 confidence Packaging & ContainersConcentrated distribution2795 confidence Resorts & CasinosConcentrated distribution2593 confidence Internet RetailConcentrated distribution2496 confidence GamblingConcentrated distribution2475 confidence Department StoresConcentrated distribution1470 confidence

Directional balance

Controlled event mix

25.0%acquisition
Acquisition events
5
Disposal events
15
Net value
-$7.6M

Accumulation

Constructive company clusters

No controlled acquisition cluster clears the threshold.

Evidence quality

What the filings represent

Common equity38
Equity compensation12
Options and derivatives6
Other securities0

Decision makers

Role participation

Director18
CEO and chair16
Finance leadership11
Other executive11

Quality controls

Evidence usability

Normalized values
43%
Priced common share
43%
Named insiders
10
Controlled events
20

Auditable evidence

Latest Homebuilding & Construction Supplies filings

Showing 31 to 56 of 56.

HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
WYATT, MICHAEL P.Chief Operating Officer
DisposalCommon equity
$242.7KDirectional evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
MARENGI, JOSEPH ADirector
DisposalCommon equity
$69.5KDirectional evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
COUTTS, ROBERT BDirector
DisposalCommon equity
$60.9KDirectional evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
HERNANDEZ-KAKOL, MIRIAMDirector
DisposalCommon equity
$60.9KDirectional evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
PAGANO, VINCENT JRDirector
DisposalCommon equity
$60.9KDirectional evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
SELLERS, ROBIN STONEDirector
DisposalCommon equity
$60.9KDirectional evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
HOVNANIAN, ALEXANDER A.President
AcquisitionCommon equity
Not reportedContext evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
HOVNANIAN, ARA KDirector, Chairman of the Board & CEO, 10% Owner
DisposalCommon equity
Not reportedContext evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
SORSBY, J LARRYDirector
DisposalOptions and derivatives
Not reportedContext evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
SORSBY, J LARRYDirector
DisposalCommon equity
$355.9KDirectional evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
SORSBY, J LARRYDirector
AcquisitionCommon equity
$283.8KDirectional evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
HOVNANIAN, ARA KDirector, Chairman of the Board & CEO, 10% Owner
DisposalOptions and derivatives
Not reportedContext evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
O'CONNOR, BRAD GCFO
DisposalOptions and derivatives
Not reportedContext evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
O'CONNOR, BRAD GCFO
DisposalOptions and derivatives
Not reportedContext evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
SORSBY, J LARRYDirector
DisposalOptions and derivatives
Not reportedContext evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
HOVNANIAN, ARA KDirector, Chairman of the Board & CEO, 10% Owner
DisposalCommon equity
$393.9KDirectional evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
SORSBY, J LARRYDirector
DisposalCommon equity
$365.8KDirectional evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
HOVNANIAN, ARA KDirector, Chairman of the Board & CEO, 10% Owner
AcquisitionCommon equity
$283.8KDirectional evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
SORSBY, J LARRYDirector
AcquisitionCommon equity
$283.8KDirectional evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
O'CONNOR, BRAD GCFO
DisposalCommon equity
$85.1KDirectional evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
O'CONNOR, BRAD GCFO
AcquisitionCommon equity
$85.0KDirectional evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
O'CONNOR, BRAD GCFO
DisposalCommon equity
$42.6KDirectional evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
O'CONNOR, BRAD GCFO
AcquisitionCommon equity
$42.5KDirectional evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
HOVNANIAN, ARA KDirector, Chairman of the Board & CEO, 10% Owner
DisposalOptions and derivatives
Not reportedContext evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
HOVNANIAN, ARA KDirector, Chairman of the Board & CEO, 10% Owner
DisposalCommon equity
$379.1KDirectional evidence
HOVNPHovnanian Enterprises Inc. PFD DEP1/1000A
HOVNANIAN, ARA KDirector, Chairman of the Board & CEO, 10% Owner
AcquisitionCommon equity
$283.8KDirectional evidence

Group-level method

Breadth before headline value

Company breadth

A sector or industry score must be supported across companies. One very large filing cannot manufacture broad conviction.

Economic duplicates

Matching company, date, side, security class, share count, and value records are consolidated for the directional calculation.

Evidence hierarchy

Priced common-share activity determines direction. Compensation and derivative records are mapped separately so ownership mechanics remain visible.

Positioning use

The score identifies where insider alignment merits research or where disposal concentration needs review. Price, trend, valuation, and portfolio risk still decide positioning.

Independent market research for education. This classification is not investment advice, a recommendation, a forecast, or an execution instruction.

Evidence context