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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
2021-02-10 00:21 2021-02-05 RF REGIONS FINANCIAL CORP Owen John B Officer SELL $19.04 40,000 $761,456 30,187
2021-02-09 23:04 2021-02-09 NWBI Northwest Bancshares, Inc. HARVEY WILLIAM W Officer OPT+S $13.59 4,911 $66,731 170,399
2021-02-10 01:49 2021-02-05 DCOM Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director, 10% owner BUY $26.03 997 $25,952 2,822,041
2021-02-09 20:22 2021-02-08 CFBK CF BANKSHARES INC. Beerman Kevin J Officer BUY $17.94 1,000 $17,940 3,600
2021-02-09 20:08 2021-02-08 PFIS PEOPLES FINANCIAL SERVICES CORP. Aubrey William E II Director BUY $39.00 861 $33,579 40,861
2021-02-10 02:04 2021-02-05 UMBF UMB FINANCIAL CORP Macke Kevin M Officer OPT+S $77.53 1,196 $92,726 7,847
2021-02-09 00:38 2021-02-04 CMA COMERICA INC McKinney Cassandra M. Officer SELL $62.23 4,643 $288,934 5,658
2021-02-08 20:14 2021-02-04 BFC Bank First Corp Bourbulas Mary Kay Director BUY $68.89 600 $41,336 3,745
2021-02-08 21:31 2021-02-05 PNC PNC FINANCIAL SERVICES GROUP, INC. Larrimer Karen L. Officer SELL $156.92 3,205 $502,913 24,580
2021-02-08 23:27 2021-02-08 FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/ Tomb Matthew C Officer SELL $12.61 12,500 $157,625 51,147
2021-02-08 16:17 2021-02-05 CAC CAMDEN NATIONAL CORP White Gregory A Officer BUY $39.79 1,000 $39,790 2,928
2021-02-08 17:52 2021-02-05 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B CALLICUTT RICHARD D II Director, Officer SELL $73.08 10,000 $730,763 85,385
2021-02-09 02:17 2021-02-04 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Hoff Olga Officer OPT+S $47.30 3,156 $149,279 5,553
2021-02-09 02:15 2021-02-04 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ALEXANDER BRUCE K Officer SELL $48.32 3,500 $169,109 16,756
2021-02-09 02:13 2021-02-05 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Maio Keith D Officer OPT+S $48.63 7,632 $371,144 37,255
2021-02-06 00:21 2021-02-03 HBAN HUNTINGTON BANCSHARES INC /MD/ Heller Paul G Officer OPT+S $13.58 75,646 $1,026,894 427,935
2021-02-06 01:05 2021-02-04 NWBI Northwest Bancshares, Inc. Meegan John P Director OPT+S $13.38 15,000 $200,664 62,050
2021-02-05 18:04 2021-02-04 NWBI Northwest Bancshares, Inc. HARVEY WILLIAM W Officer OPT+S $13.37 5,089 $68,042 170,399
2021-02-05 22:16 2021-02-03 PNC PNC FINANCIAL SERVICES GROUP, INC. HANNON MICHAEL J Officer SELL $151.70 3,162 $479,685 48,248
2021-02-06 00:21 2021-02-04 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Samuel Ronald L Director SELL $73.08 6,000 $438,450 8,681
2021-02-06 05:51 2021-02-03 DCOM Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director, 10% owner BUY $26.02 21,542 $560,523 2,821,044
2021-02-06 00:34 2021-02-05 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $19.74 200 $3,948 35,265
2021-02-06 00:28 2021-02-05 CBKM CONSUMERS BANCORP INC /OH/ Kiko Richard T Jr Director BUY $19.74 911 $17,983 4,638
2021-02-05 02:28 2021-02-02 KEY KEYCORP /NEW/ Mago Angela G Officer OPT+S $17.70 5,957 $105,439 160,397
2021-02-05 00:00 2021-02-03 CFR CULLEN/FROST BANKERS, INC. Avery Chris Director BUY $92.71 3,500 $324,485 8,000
2021-02-05 00:04 2021-02-04 BANF BANCFIRST CORP /OK/ Wallace Mike Director OPT+S $62.25 12,000 $747,000 0
2021-02-05 02:08 2021-02-02 SFNC SIMMONS FIRST NATIONAL CORP Casteel Marty Director OPT+S $25.32 76,170 $1,928,624 163,932
2021-02-04 17:45 2021-02-02 DCOM Dime Community Bancshares, Inc. /NY/ BASSWOOD PARTNERS, L.L.C. Director, 10% owner BUY $25.39 70,011 $1,777,782 89,585
2021-02-05 02:53 2020-05-12 TFC TRUIST FINANCIAL CORP QUBEIN NIDO R Director BUY $34.12 5,000 $170,589 60,325
2021-02-04 23:55 2021-02-02 CFR CULLEN/FROST BANKERS, INC. FROST PATRICK B Director, Officer OPT+S $93.23 12,250 $1,142,068 130,305
2021-02-04 23:22 2020-03-04 FDBC FIDELITY D & D BANCORP INC Joyce William J. Sr. Director BUY $53.00 85 $4,505 3,032
2021-02-04 17:44 2021-02-02 DCOM Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director, 10% owner BUY $25.39 272,329 $6,915,223 89,585
2021-02-05 02:24 2021-02-03 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $73.73 1,681 $123,940 192,378
2021-02-05 02:22 2021-02-03 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer OPT+S $73.25 2,939 $215,291 194,059
2021-02-05 02:17 2021-02-04 UMBF UMB FINANCIAL CORP Cornelius James Officer SELL $77.09 482 $37,156 5,255
2021-02-04 02:29 2021-02-01 FUNC FIRST UNITED CORP/MD/ Boal Brian R. Director BUY $15.86 14 $224 11,076
2021-02-04 02:40 2020-02-01 FUNC FIRST UNITED CORP/MD/ Rush Jason Barry Officer BUY $15.86 77 $1,217 15,456
2021-02-04 02:35 2020-02-01 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $15.85 125 $1,981 26,212
2021-02-04 02:31 2021-02-01 FUNC FIRST UNITED CORP/MD/ McCullough John Director BUY $15.55 398 $6,196 48,057
2021-02-04 02:37 2021-02-01 FUNC FIRST UNITED CORP/MD/ Ruddell Gary Director BUY $15.86 11 $180 20,261
2021-02-04 01:01 2021-02-01 RF REGIONS FINANCIAL CORP Danella Katherine R Officer SELL $17.22 428 $7,369 0
2021-02-04 01:00 2021-02-02 FHN FIRST HORIZON CORP BROWN MICHAEL J Officer OPT+S $14.49 36,616 $530,676 629,323
2021-02-04 02:43 2021-02-02 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Forney Alan M Officer OPT+S $46.36 3,029 $140,424 15,090
2021-02-03 19:15 2021-02-01 SFST SOUTHERN FIRST BANCSHARES INC ELLEFSON ANNE S Director SELL $40.01 2,250 $90,013 9,295
2021-02-03 20:01 2021-02-03 LCNB LCNB CORP Miller Michael Robert Officer BUY $15.15 500 $7,575 7,758
2021-02-04 02:40 2021-02-02 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $74.64 5,527 $412,514 193,180
2021-02-04 02:34 2021-02-02 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $74.80 4,302 $321,783 196,507
2021-02-04 02:24 2021-02-02 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $74.53 4,202 $313,182 200,809
2021-02-04 02:20 2021-02-02 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $73.80 2,764 $203,986 205,011
2021-02-04 02:16 2021-02-01 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer OPT+S $73.48 6,954 $511,012 207,775
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.