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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
2021-03-12 00:10 2021-03-09 FULT FULTON FINANCIAL CORP DePorter Michael J Officer SELL $17.11 5,000 $85,565 1,171
2021-03-11 19:27 2021-03-10 WSBC WESBANCO INC Clossin Todd Director, Officer OPT+S $36.55 5,000 $182,757 91,713
2021-03-12 01:05 2021-03-10 CBU COMMUNITY FINANCIAL SYSTEM, INC. Parente John Director OPT+S $79.36 7,568 $600,572 63,947
2021-03-11 20:09 2021-03-11 BANF BANCFIRST CORP /OK/ Starks Ken Officer OPT+S $73.84 3,500 $258,440 1,000
2021-03-11 16:56 2021-03-10 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B SMITH REESE L III Director SELL $90.13 1,000 $90,130 65,526
2021-03-11 16:43 2021-03-10 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Brock Charles E Director SELL $89.43 1,500 $134,146 35,294
2021-03-12 03:59 2021-03-11 CBNK Capital Bancorp Inc ASHMAN STEPHEN N Director SELL $20.50 4,253 $87,199 383,882
2021-03-11 15:25 2021-03-10 CBNK Capital Bancorp Inc ASHMAN STEPHEN N Director SELL $20.73 20,000 $414,670 388,135
2021-03-12 02:42 2021-03-11 UMBF UMB FINANCIAL CORP Macke Kevin M Officer OPT+S $95.00 1,039 $98,705 8,576
2021-03-12 02:38 2021-03-10 UMBF UMB FINANCIAL CORP Shankar Ram Officer OPT+S $93.67 2,446 $229,106 9,184
2021-03-11 04:53 2021-03-09 FUNC FIRST UNITED CORP/MD/ Milon Patricia Director BUY $19.70 2,100 $41,361 3,016
2021-03-11 00:22 2021-03-09 HBAN HUNTINGTON BANCSHARES INC /MD/ Syal Rajeev Officer OPT+S $16.33 2,526 $41,250 259,798
2021-03-11 01:09 2021-03-08 COF CAPITAL ONE FINANCIAL CORP Sanjiv Yajnik Officer OPT+S $130.03 47,485 $6,174,475 63,790
2021-03-10 22:04 2021-03-09 CMTV COMMUNITY BANCORP /VT Oeschger Fredric Director BUY $16.60 895 $14,857 110,371
2021-03-10 21:08 2021-03-09 BOKF BOK FINANCIAL CORP Maun Marc Officer SELL $93.19 2,182 $203,345 21,480
2021-03-11 00:24 2021-03-09 CASH PATHWARD FINANCIAL, INC. Moore Frederick V Director SELL $46.80 1,100 $51,480 2,980
2021-03-10 19:13 2021-03-09 WSBC WESBANCO INC CORNELSEN JAMES W Director SELL $36.03 18,000 $648,540 95,402
2021-03-11 01:11 2021-03-08 COF CAPITAL ONE FINANCIAL CORP FINNERAN JOHN G JR Officer SELL $129.34 45,527 $5,888,312 0
2021-03-11 01:37 2021-03-10 FDBC FIDELITY D & D BANCORP INC SANTANIELLO DANIEL J Director, Officer SELL $64.00 2,500 $160,000 41,403
2021-03-10 21:00 2021-03-09 TRMK TRUSTMARK CORP HOST GERARD R Director, Officer SELL $34.07 20,000 $681,300 40,000
2021-03-11 00:34 2021-03-08 UMBF UMB FINANCIAL CORP Cornelius James Officer OPT+S $92.81 1,957 $181,629 6,005
2021-03-11 00:27 2021-03-08 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $94.94 4,325 $410,636 198,556
2021-03-11 00:22 2021-03-08 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $94.53 4,080 $385,685 202,881
2021-03-09 18:12 2021-03-08 BANF BANCFIRST CORP /OK/ Martin William Scott Director OPT+S $72.26 7,500 $541,950 0
2021-03-10 00:26 2021-03-05 USB US BANCORP DE Kelligrew James B Officer SELL $50.55 20,000 $1,011,000 65,329
2021-03-10 00:24 2021-03-05 COF CAPITAL ONE FINANCIAL CORP Berson Jory A Officer OPT+S $127.39 40,986 $5,221,055 46,871
2021-03-09 18:15 2021-03-08 BANF BANCFIRST CORP /OK/ JAMES KAREN Officer SELL $70.55 5,000 $352,750 10,236
2021-03-09 17:37 2021-03-08 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B QUEENER HUGH M Officer SELL $89.08 17,306 $1,541,658 238,050
2021-03-09 18:10 2021-03-05 SFST SOUTHERN FIRST BANCSHARES INC ELLEFSON ANNE S Director SELL $46.75 1,250 $58,438 7,498
2021-03-10 02:03 2021-03-09 CBNK Capital Bancorp Inc ASHMAN STEPHEN N Director SELL $19.89 10,000 $198,900 408,135
2021-03-10 00:31 2021-03-08 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer OPT+S $94.06 2,958 $278,238 206,961
2021-03-09 01:09 2021-03-04 COF CAPITAL ONE FINANCIAL CORP LaPrade,III Frank G. Officer OPT+S $124.80 39,909 $4,980,835 48,767
2021-03-09 01:07 2021-03-04 COF CAPITAL ONE FINANCIAL CORP Alexander Robert M. Officer OPT+S $124.29 73,252 $9,104,550 66,684
2021-03-09 05:06 2021-03-08 CBNK Capital Bancorp Inc ASHMAN STEPHEN N Director SELL $18.82 33,800 $636,035 418,135
2021-03-08 17:06 2021-03-05 CBNK Capital Bancorp Inc ASHMAN STEPHEN N Director SELL $18.01 13,700 $246,669 435,035
2021-03-09 05:39 2021-03-05 UMBF UMB FINANCIAL CORP Rine James D Officer SELL $90.83 5,849 $531,247 19,076
2021-03-09 02:50 2021-03-05 UMBF UMB FINANCIAL CORP Rine James D Officer SELL $90.33 6,952 $627,994 24,925
2021-03-05 19:23 2020-11-02 CARE Carter Bankshares, Inc. Bloomfield Kevin S. Director BUY $7.02 2,735 $19,187 9,628
2021-03-05 20:03 2021-03-05 BANF BANCFIRST CORP /OK/ Anderson John Officer OPT+S $68.39 10,000 $683,900 0
2021-03-06 00:39 2021-03-03 HBAN HUNTINGTON BANCSHARES INC /MD/ Syal Rajeev Officer SELL $15.90 1,959 $31,148 259,798
2021-03-05 18:59 2021-03-05 N/A WILSON BANK HOLDING CO Foster` John Officer BUY $58.75 8 $470 6,867
2021-03-06 00:32 2021-03-03 COF CAPITAL ONE FINANCIAL CORP Sanjiv Yajnik Officer SELL $125.00 14,396 $1,799,500 82,642
2021-03-05 19:36 2021-03-05 FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/ Tomb Matthew C Officer SELL $14.50 2,500 $36,250 51,569
2021-03-05 19:02 2021-03-05 N/A WILSON BANK HOLDING CO MCDEARMAN JOHN Officer BUY $58.75 24 $1,410 12,089
2021-03-06 01:08 2021-03-05 TBBK Bancorp, Inc. COHEN DANIEL G Director SELL $21.68 40,000 $867,328 157,200
2021-03-06 00:37 2021-03-04 ONB OLD NATIONAL BANCORP /IN/ MOORE DARYL D Officer SELL $18.77 10,000 $187,652 63,620
2021-03-05 18:23 2021-03-04 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B CARPENTER HAROLD R Officer SELL $82.61 3,356 $277,226 39,706
2021-03-06 00:09 2021-03-04 SFST SOUTHERN FIRST BANCSHARES INC ELLEFSON ANNE S Director SELL $46.92 1,500 $70,375 8,748
2021-03-06 05:01 2021-03-04 UMBF UMB FINANCIAL CORP Rine James D Officer OPT+S $90.15 4,562 $411,284 31,877
2021-03-05 18:34 2021-03-03 OCFC OCEANFIRST FINANCIAL CORP Ho Angela K Officer SELL $23.11 695 $16,061 11,543
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.