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Sector Analysis

National Commercial Banks

Standard Industrial Classification: SIC 6021

Industry Insider Sentiment Analysis

The National Commercial Banks sector (SIC 6021) acts as a critical barometer for broader economic health. Our real-time monitoring reveals 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
2026-08-21 18:22 2026-08-20 ATLO AMES NATIONAL CORP Beals Douglas W Director BUY $31.16 325 $10,127 3,275
2026-08-21 14:25 2026-08-19 FRME FIRST MERCHANTS CORP FLUHLER STEPHAN Officer SELL $43.20 4,080 $176,256 21,694
2026-08-20 20:44 2026-08-20 NWBI Northwest Bancshares, Inc. Kranich Charles E. Director BUY $15.28 1,635 $24,975 385
2026-08-20 17:21 2026-08-20 BHRB Burke & Herbert Financial Services Corp. WILSON DAVID Director BUY $70.57 35 $2,470 435
2026-08-20 15:36 2026-08-20 N/A WILSON BANK HOLDING CO COMER JAMES F Director BUY $83.45 120 $10,014 28,336
2026-08-18 20:16 2026-08-17 UMBF UMB FINANCIAL CORP Terry Thomas S Officer SELL $151.77 5,713 $867,062 30,689
2026-08-18 20:04 2026-08-17 UMBF UMB FINANCIAL CORP Shankar Ram Officer SELL $151.61 2,000 $303,220 30,389
2026-08-18 23:42 2026-08-17 COF CAPITAL ONE FINANCIAL CORP Karam Celia Officer SELL $225.52 1,888 $425,782 59,708
2026-08-18 23:43 2026-08-17 COF CAPITAL ONE FINANCIAL CORP Dean Lia Officer SELL $225.52 2,193 $494,566 63,261
2026-08-18 19:05 2026-08-03 BHRB Burke & Herbert Financial Services Corp. Geary James P II Director SELL $0.00 0 $0 12,607
2026-08-18 19:08 2026-08-14 BHRB Burke & Herbert Financial Services Corp. Geary James P II Director SELL $72.83 3,150 $229,407 9,457
2026-08-17 20:49 2026-08-13 PNFP Pinnacle Financial Partners, Inc. TURNER M TERRY Director SELL $108.07 174,491 $18,858,097 248,123
2026-08-17 20:17 2026-08-13 COF CAPITAL ONE FINANCIAL CORP Mouadeb Mark Daniel Officer SELL $225.00 1,199 $269,775 49,132
2026-08-17 18:43 2026-08-14 ATLO AMES NATIONAL CORP Schreier Richard BUY $31.60 316 $9,986 7,848
2026-08-17 16:57 2026-08-17 LCNB LCNB CORP Haines Robert C II Officer BUY $19.75 500 $9,875 26,728
2026-08-14 14:47 2026-08-13 PNC PNC FINANCIAL SERVICES GROUP, INC. Juchno Stacy M. Officer SELL $255.84 3,354 $858,076 18,800
2026-08-14 12:33 2026-08-12 BHRB Burke & Herbert Financial Services Corp. Poillon Diane Director BUY $73.67 1,200 $88,398 4,128
2026-08-13 20:39 2026-08-11 DCOM Dime Commercial Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director SELL $40.96 48,179 $1,973,359 420,339
2026-08-13 18:25 2026-08-07 OCFC OCEANFIRST FINANCIAL CORP BURAN JOHN R Director SELL $19.40 113,630 $2,204,831 0
2026-08-13 16:06 2026-08-12 SFST SOUTHERN FIRST BANCSHARES INC SEAVER R ARTHUR JR Director, Officer OPT+S $63.59 21,000 $1,335,375 81,597
2026-08-13 14:54 2026-08-13 BANF BANCFIRST CORP /OK/ RAINBOLT DAVID E Director, 10% owner SELL $115.00 8,506 $978,190 0
2026-08-12 18:20 2026-08-11 WSBC WESBANCO INC Friend Robert H Officer OPT+S $42.06 2,000 $84,115 17,361
2026-08-12 18:40 2026-08-11 WSBC WESBANCO INC Friend Robert H Officer OPT+S $42.06 6,000 $252,355 17,361
2026-08-12 17:30 2026-08-11 BHRB Burke & Herbert Financial Services Corp. Burke James Mason Director SELL $73.03 1,500 $109,538 258,480
2026-08-12 13:54 2026-08-11 BOKF BOK FINANCIAL CORP BANGERT STEVEN Director SELL $143.96 1,250 $179,950 31,710
2026-08-11 20:15 2026-08-10 COF CAPITAL ONE FINANCIAL CORP Zamsky Michael Officer SELL $218.02 5,473 $1,193,223 27,992
2026-08-11 20:59 2026-08-11 JPM JPMORGAN CHASE & CO Leopold Robin Officer SELL $361.41 2,500 $903,518 73,547
2026-08-11 20:22 2026-08-07 OCFC OCEANFIRST FINANCIAL CORP BURAN JOHN R Director SELL $19.40 113,463 $2,201,591 0
2026-08-11 20:11 2026-08-11 CBKM CONSUMERS BANCORP INC /OH/ Bickerton David R Director BUY $31.03 200 $6,205 350
2026-08-10 20:45 2026-08-06 PNFP Pinnacle Financial Partners, Inc. TURNER M TERRY Director SELL $108.01 2,737 $295,623 422,614
2026-08-10 20:05 2026-08-07 COF CAPITAL ONE FINANCIAL CORP Raghu Ravi Officer SELL $218.49 50 $10,925 26,278
2026-08-10 19:48 2026-08-06 FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/ Grebenc Jane Director SELL $21.70 15,000 $325,454 143,975
2026-08-10 19:53 2026-08-10 FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/ Lyon Lee E II Officer SELL $21.46 25,000 $536,580 32,739
2026-08-08 00:02 2026-08-06 LARK LANDMARK BANCORP INC Kohlrus Mark J. Director BUY $31.77 1,000 $31,767 3,340
2026-08-07 20:52 2026-08-06 UMBF UMB FINANCIAL CORP Murphy Susan G Director SELL $145.55 1,377 $200,427 10,635
2026-08-07 20:23 2026-08-06 ENBP ENB Financial Corp Zimmerman Roger L Director BUY $29.48 500 $14,740 5,064
2026-08-07 17:56 2026-08-06 FNB FNB CORP/PA/ David Bryant Mitchell Officer SELL $19.25 4,055 $78,038 144,283
2026-08-07 13:39 2026-08-06 DCOM Dime Commercial Bancshares, Inc. /NY/ NIELSEN RAYMOND A Director SELL $41.73 1,800 $75,113 32,400
2026-08-06 21:37 2026-08-06 BANF BANCFIRST CORP /OK/ RAINBOLT DAVID E Director, 10% owner SELL $115.00 3,000 $345,000 8,506
2026-08-06 21:00 2026-08-05 UMBF UMB FINANCIAL CORP Odgers David Carl Officer SELL $147.30 145 $21,359 6,538
2026-08-06 21:02 2026-08-04 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $148.55 15,062 $2,237,460 1,491,138
2026-08-06 20:11 2026-08-06 TBBK Bancorp, Inc. Egan Martin Officer SELL $72.03 3,057 $220,194 30,219
2026-08-06 19:27 2026-08-06 BHRB Burke & Herbert Financial Services Corp. McLaughlin Shawn Patrick Director BUY $73.25 1,000 $73,250 71,000
2026-08-06 17:06 2026-08-05 FULT FULTON FINANCIAL CORP Crutchfield Lisa Director SELL $24.80 4,100 $101,681 7,838
2026-08-06 16:23 2026-08-05 FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/ Reske James R Officer SELL $21.85 2,072 $45,271 75,132
2026-08-06 15:49 2026-08-06 N/A WILSON BANK HOLDING CO CLEMONS JAMES RANDALL Director BUY $83.45 2,982 $248,848 116,090
2026-08-06 15:24 2026-08-05 BANF BANCFIRST CORP /OK/ RAINBOLT DAVID E Director, 10% owner SELL $115.03 2,000 $230,050 11,506
2026-08-06 13:16 2026-08-04 BOKF BOK FINANCIAL CORP Vincent Brad A Officer SELL $145.42 4,015 $583,861 6,031
2026-08-05 20:04 2026-08-04 COF CAPITAL ONE FINANCIAL CORP Cooper Matthew W Officer SELL $219.33 3,500 $767,655 86,694
2026-08-05 21:16 2026-08-03 BHRB Burke & Herbert Financial Services Corp. Bonnafe Katherine Diane Director SELL $73.65 1,000 $73,655 8,200
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the National Commercial Banks sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (6021) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in National Commercial Banks

Every transaction in the National Commercial Banks 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.