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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
2021-03-02 00:13 2021-02-26 ATLO AMES NATIONAL CORP Cassabaum Michelle R Director BUY $23.25 224 $5,208 1,399
2021-03-02 00:31 2021-02-26 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Young Mark Richard Officer SELL $53.75 1,187 $63,800 10,982
2021-03-02 01:40 2021-03-01 BANF BANCFIRST CORP /OK/ RAINBOLT DAVID E Director, Officer, 10% owner SELL $65.80 16,996 $1,118,361 5,250,000
2021-03-01 17:52 2021-02-26 BANF BANCFIRST CORP /OK/ RAINBOLT DAVID E Director, Officer, 10% owner SELL $65.06 4,713 $306,643 5,266,996
2021-02-27 00:00 2021-02-25 BANF BANCFIRST CORP /OK/ BF Bank Partners LP 10% owner SELL $65.18 9,280 $604,864 5,271,709
2021-02-27 00:03 2021-02-25 BANF BANCFIRST CORP /OK/ Main Street Banking Partners LP 10% owner SELL $65.18 9,280 $604,864 5,271,709
2021-02-26 23:11 2021-02-24 CFR CULLEN/FROST BANKERS, INC. Severyn Carol Jean Officer OPT+S $108.46 3,850 $417,571 885
2021-02-27 00:11 2021-02-26 FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/ KARRIP BRIAN G Officer SELL $13.69 8,000 $109,520 48,993
2021-02-27 00:32 2021-02-25 BAC BANK OF AMERICA CORP /DE/ Bless Rudolf A. Officer SELL $36.44 140,677 $5,126,270 105,460
2021-02-27 00:15 2021-02-24 KEY KEYCORP /NEW/ Evans Trina M Officer OPT+S $21.41 34,305 $734,470 84,109
2021-02-26 19:37 2021-02-25 WSBC WESBANCO INC Dargusch Jonathan D Officer OPT+S $33.00 1,000 $32,997 22,214
2021-02-26 19:45 2021-02-24 NWBI Northwest Bancshares, Inc. McTavish Julia W Officer OPT+S $14.55 47,000 $683,718 81,683
2021-02-26 18:48 2021-02-24 NWBI Northwest Bancshares, Inc. Andzelik Ronald B. Officer OPT+S $14.47 6,931 $100,292 45,642
2021-02-26 18:41 2021-02-24 NWBI Northwest Bancshares, Inc. Walker Shawn O Officer OPT+S $14.57 1,376 $20,041 45,333
2021-02-27 01:48 2021-02-26 N/A WILSON BANK HOLDING CO Oakley Clark Officer BUY $58.75 8 $470 2,346
2021-02-26 19:17 2021-02-25 CHCO CITY HOLDING CO BUMGARNER DAVID L Officer SELL $77.70 1,000 $77,696 8,850
2021-02-26 23:29 2021-02-25 CFR CULLEN/FROST BANKERS, INC. ALVAREZ CARLOS Director SELL $107.31 40,000 $4,292,400 294,000
2021-02-27 00:54 2021-02-25 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Law Scott A. Officer OPT+S $56.93 304 $17,306 17,523
2021-02-27 00:53 2021-02-25 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ SHIREY TERRY ALAN Officer SELL $55.01 800 $44,009 20,233
2021-02-27 00:50 2021-02-25 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ BLACKFORD DAVID E Officer SELL $56.03 820 $45,946 15,416
2021-02-26 23:41 2021-02-24 LCNB LCNB CORP Huddle William G Director SELL $17.85 1,500 $26,775 151,233
2021-02-27 00:06 2021-02-25 BANF BANCFIRST CORP /OK/ RAINBOLT DAVID E Director, Officer, 10% owner SELL $65.18 9,280 $604,864 5,271,709
2021-02-27 00:28 2021-02-25 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $19.60 100 $1,960 35,365
2021-02-25 20:37 2021-02-24 BANF BANCFIRST CORP /OK/ BF Bank Partners LP 10% owner SELL $66.11 36,046 $2,383,160 5,280,989
2021-02-25 20:42 2021-02-24 BANF BANCFIRST CORP /OK/ Main Street Banking Partners LP 10% owner SELL $66.11 36,046 $2,383,160 5,280,989
2021-02-26 00:50 2021-02-23 CASH PATHWARD FINANCIAL, INC. Pharr Brett L. Officer SELL $45.05 685 $30,859 23,483
2021-02-26 00:26 2021-02-23 CMA COMERICA INC Moore Christine M Officer OPT+S $68.67 3,000 $206,011 18,231
2021-02-25 21:00 2021-02-24 ONB OLD NATIONAL BANCORP /IN/ Sandgren James A Officer SELL $18.92 25,000 $473,075 81,556
2021-02-26 00:24 2021-02-23 HBAN HUNTINGTON BANCSHARES INC /MD/ Pierce Sandra E. Officer SELL $15.71 172,909 $2,716,573 425,499
2021-02-25 21:19 2021-02-19 CBNK Capital Bancorp Inc Greene Joseph M Director SELL $15.56 1,800 $28,008 202,451
2021-02-25 18:49 2021-02-23 CFR CULLEN/FROST BANKERS, INC. Perotti William L Officer OPT+S $106.09 12,250 $1,299,603 93,515
2021-02-26 00:26 2021-02-25 TBBK Bancorp, Inc. Mielke Daniela Director BUY $20.80 3,375 $70,196 16,780
2021-02-25 18:28 2021-02-24 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B CALLICUTT RICHARD D II Director, Officer SELL $84.44 6,500 $548,860 78,885
2021-02-26 03:53 2021-02-23 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Robinson Rebecca K Officer OPT+S $53.99 8,617 $465,214 25,781
2021-02-26 03:23 2021-02-24 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Burdiss Paul E. Officer OPT+S $55.55 30,491 $1,693,821 63,293
2021-02-26 03:22 2021-02-24 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ BLACKFORD DAVID E Officer SELL $55.30 945 $52,263 16,236
2021-02-26 02:59 2021-02-24 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Morris Michael Officer OPT+S $56.68 8,258 $468,049 25,500
2021-02-25 20:41 2021-02-24 BANF BANCFIRST CORP /OK/ RAINBOLT DAVID E Director, Officer, 10% owner SELL $66.11 36,046 $2,383,160 5,280,989
2021-02-26 02:07 2021-02-25 UMBF UMB FINANCIAL CORP Johnson Shannon Andresen Officer OPT+S $86.83 846 $73,458 11,102
2021-02-25 00:00 2021-02-23 BANF BANCFIRST CORP /OK/ BF Bank Partners LP 10% owner SELL $66.13 21,761 $1,439,129 5,317,035
2021-02-24 23:59 2021-02-23 BANF BANCFIRST CORP /OK/ Main Street Banking Partners LP 10% owner SELL $66.13 21,761 $1,439,129 5,317,035
2021-02-24 21:48 2021-02-22 DCOM Dime Community Bancshares, Inc. /NY/ Reddy Avinash Officer BUY $25.02 1,730 $43,285 5,730
2021-02-25 00:03 2021-02-22 HBAN HUNTINGTON BANCSHARES INC /MD/ Houston Helga Officer OPT+S $15.64 1,614 $25,237 546,155
2021-02-24 20:33 2021-02-22 NWBI Northwest Bancshares, Inc. Creal Thomas K IV Officer SELL $14.00 111 $1,551 20,641
2021-02-24 22:58 2021-02-24 ASRV AMERISERV FINANCIAL INC /PA/ Huerth James T Officer SELL $4.12 3,000 $12,360 17,066
2021-02-24 22:17 2021-02-23 NCBS NICOLET BANKSHARES INC Lawson Ann Kuchera Officer OPT+S $76.14 2,193 $166,975 29,147
2021-02-24 18:53 2021-02-23 NCBS NICOLET BANKSHARES INC Madson Patrick Joseph Officer SELL $75.40 1,000 $75,400 6,906
2021-02-24 19:33 2021-02-23 WBS WEBSTER FINANCIAL CORP OSAR KAREN R Director SELL $54.74 5,000 $273,687 20,580
2021-02-25 01:22 2021-02-22 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Ellingsen Eric Officer OPT+S $53.95 2,329 $125,650 22,980
2021-02-24 23:58 2021-02-23 BANF BANCFIRST CORP /OK/ RAINBOLT DAVID E Director, Officer, 10% owner SELL $66.13 21,761 $1,439,129 5,317,035
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.