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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
2021-02-18 03:15 2021-02-12 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Robinson Rebecca K Officer OPT+S $49.39 6,991 $345,305 27,565
2021-02-18 01:25 2021-02-17 UMBF UMB FINANCIAL CORP Cornelius James Officer OPT+S $79.08 3,278 $259,216 6,005
2021-02-18 01:23 2021-02-17 UMBF UMB FINANCIAL CORP Beaird Robert Brian Officer OPT+S $79.12 712 $56,331 2,052
2021-02-17 05:56 2021-02-16 DCOM Dime Community Bancshares, Inc. /NY/ BASSWOOD PARTNERS, L.L.C. Director, 10% owner BUY $27.02 13,131 $354,800 464,808
2021-02-17 01:26 2021-02-12 CBU COMMUNITY FINANCIAL SYSTEM, INC. ACE BRIAN R Director OPT+S $69.91 4,566 $319,190 63,801
2021-02-17 02:33 2021-02-16 FFBC FIRST FINANCIAL BANCORP /OH/ DAVIS CLAUDE E Director SELL $21.70 41,185 $893,715 241,220
2021-02-17 05:52 2021-02-11 DCOM Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director, 10% owner BUY $26.89 45,085 $1,212,412 45,249
2021-02-12 17:41 2021-02-11 FULT FULTON FINANCIAL CORP Sargent Angela M Officer OPT+S $14.86 15,598 $231,803 52,656
2021-02-13 01:37 2021-02-12 CBU COMMUNITY FINANCIAL SYSTEM, INC. Getman George J Officer OPT+S $70.36 4,600 $323,656 38,921
2021-02-13 01:44 2021-02-12 CBU COMMUNITY FINANCIAL SYSTEM, INC. STEELE SALLY A Director SELL $70.01 3,195 $223,695 50,062
2021-02-13 00:54 2021-02-11 FHN FIRST HORIZON CORP JORDAN D BRYAN Director, Officer OPT+S $15.62 97,149 $1,517,361 844,392
2021-02-13 02:20 2021-02-12 FFBC FIRST FINANCIAL BANCORP /OH/ DAVIS CLAUDE E Director SELL $21.54 16,037 $345,437 282,405
2021-02-12 23:10 2021-02-10 FFBC FIRST FINANCIAL BANCORP /OH/ DAVIS CLAUDE E Director SELL $21.98 12,778 $280,913 298,442
2021-02-12 19:21 2021-02-10 LARK LANDMARK BANCORP INC OLIPHANT MARK J Officer OPT+S $25.31 4,508 $114,084 0
2021-02-12 22:24 2021-02-12 CBNK Capital Bancorp Inc ASHMAN STEPHEN N Director SELL $15.25 20,000 $305,000 441,885
2021-02-12 16:53 2021-02-11 CBNK Capital Bancorp Inc ASHMAN STEPHEN N Director SELL $14.90 10,000 $149,000 451,885
2021-02-12 19:11 2021-02-11 PFIS PEOPLES FINANCIAL SERVICES CORP. Aubrey William E II Director BUY $38.48 2,000 $76,958 44,000
2021-02-11 22:07 2021-02-11 CMTV COMMUNITY BANCORP /VT Moore Jeffrey Lee Director BUY $15.99 1,000 $15,986 3,186
2021-02-11 18:22 2021-02-09 CFR CULLEN/FROST BANKERS, INC. Salinas Jerry Officer OPT+S $98.75 12,000 $1,185,000 20,206
2021-02-11 19:59 2021-02-10 NWBI Northwest Bancshares, Inc. Meegan John P Director OPT+S $13.68 15,000 $205,125 62,050
2021-02-12 00:23 2021-02-10 KEY KEYCORP /NEW/ Schosser Douglas M Officer OPT+S $19.04 28,305 $538,987 29,267
2021-02-11 21:43 2021-02-10 CHCO CITY HOLDING CO BUMGARNER DAVID L Officer SELL $74.00 1,161 $85,914 9,465
2021-02-11 22:17 2021-02-09 BOKF BOK FINANCIAL CORP BALL C FRED JR Director SELL $83.48 138 $11,520 2,902
2021-02-11 21:46 2021-02-10 NWBI Northwest Bancshares, Inc. HARVEY WILLIAM W Officer OPT+S $13.72 5,000 $68,575 170,399
2021-02-12 00:27 2021-02-09 CBU COMMUNITY FINANCIAL SYSTEM, INC. STICKELS ERIC Director SELL $70.70 6,000 $424,170 32,269
2021-02-12 00:36 2021-02-09 CFR CULLEN/FROST BANKERS, INC. ALVAREZ CARLOS Director SELL $99.12 40,000 $3,964,800 414,000
2021-02-11 23:46 2021-02-10 ATLO AMES NATIONAL CORP LARSON JAMES R II Director BUY $23.02 500 $11,512 6,000
2021-02-11 19:14 2021-02-10 ATLO AMES NATIONAL CORP Hagan Patrick G Director BUY $23.25 250 $5,813 2,886
2021-02-12 04:21 2021-02-10 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ MCLEAN SCOTT J Officer SELL $49.85 40,006 $1,994,163 110,716
2021-02-12 04:00 2021-02-09 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Hoff Olga Officer SELL $48.85 1,185 $57,866 0
2021-02-11 20:14 2021-02-10 CFBK CF BANKSHARES INC. O'Dell Timothy T Director, Officer BUY $18.05 2,000 $36,100 218,248
2021-02-11 20:06 2021-02-10 PFIS PEOPLES FINANCIAL SERVICES CORP. Aubrey William E II Director BUY $39.89 1,139 $45,440 42,000
2021-02-12 01:36 2021-02-10 UMBF UMB FINANCIAL CORP Pauls John Officer OPT+S $78.34 1,458 $114,227 6,523
2021-02-11 20:49 2021-02-09 OCFC OCEANFIRST FINANCIAL CORP Devlin Michael D Director SELL $20.01 38,662 $773,572 0
2021-02-11 00:38 2021-02-09 CASH PATHWARD FINANCIAL, INC. Kramer Michael Robert Director SELL $43.61 3,000 $130,830 21,150
2021-02-10 17:26 2021-02-08 WBS WEBSTER FINANCIAL CORP MOTL CHRISTOPHER J Officer SELL $50.45 5,000 $252,252 32,138
2021-02-10 22:11 2021-02-09 BANF BANCFIRST CORP /OK/ Foster Kelly Officer OPT+S $64.00 2,500 $160,000 0
2021-02-11 00:10 2021-02-08 COF CAPITAL ONE FINANCIAL CORP Slocum Michael Officer SELL $115.23 19,988 $2,303,217 51,125
2021-02-11 00:07 2021-02-09 TBBK Bancorp, Inc. Mielke Daniela Director BUY $18.52 5,405 $100,101 13,405
2021-02-10 21:06 2021-02-09 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Galante Joseph C Director SELL $74.03 4,000 $296,120 20,323
2021-02-11 04:42 2021-02-08 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Collins Kenneth Jay Officer SELL $48.57 3,050 $148,123 5,392
2021-02-11 04:38 2021-02-09 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ SIMMONS HARRIS H Director, Officer OPT+S $49.02 60,518 $2,966,592 1,229,245
2021-02-11 01:12 2021-02-09 UMBF UMB FINANCIAL CORP Cornelius James Officer SELL $78.02 172 $13,419 5,004
2021-02-10 00:16 2021-02-08 HBAN HUNTINGTON BANCSHARES INC /MD/ Wasserman Zachary Jacob Officer SELL $14.20 19,811 $281,336 112,996
2021-02-10 00:40 2021-02-09 CASH PATHWARD FINANCIAL, INC. Stork Kendall E Director SELL $43.12 2,000 $86,240 10,713
2021-02-09 23:25 2021-02-05 CFR CULLEN/FROST BANKERS, INC. Alonzo Annette M Officer OPT+S $96.53 7,080 $683,432 5,043
2021-02-09 23:53 2021-02-08 WSBC WESBANCO INC Dargusch Jonathan D Officer SELL $31.11 2,164 $67,311 21,694
2021-02-09 21:14 2021-02-09 NWBI Northwest Bancshares, Inc. Hunter Timothy M Director BUY $13.50 10,000 $134,970 82,200
2021-02-09 23:29 2021-02-05 CFR CULLEN/FROST BANKERS, INC. Bracher Paul Officer OPT+S $96.35 22,740 $2,190,999 82,956
2021-02-10 01:17 2021-02-08 AMTB Amerant Bancorp Inc. Plush Gerald P Director BUY $15.59 10,000 $155,878 10,100
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.