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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
2021-01-25 19:33 2021-01-22 CHCO CITY HOLDING CO HYLTON TRACY W II Director BUY $71.47 135 $9,649 54,268
2021-01-26 00:20 2021-01-25 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $19.99 60 $1,199 35,065
2021-01-22 00:32 2021-01-19 JPM JPMORGAN CHASE & CO Piepszak Jennifer Officer SELL $138.76 12,881 $1,787,320 6,212
2021-01-22 00:32 2021-01-19 JPM JPMORGAN CHASE & CO Giles Nicole Officer SELL $138.75 3,154 $437,624 9,687
2021-01-22 00:31 2021-01-19 JPM JPMORGAN CHASE & CO Friedman Stacey Officer SELL $138.77 16,652 $2,310,766 46,746
2021-01-22 00:31 2021-01-19 JPM JPMORGAN CHASE & CO BACON ASHLEY Officer SELL $138.76 8,400 $1,165,560 145,644
2021-01-22 00:31 2021-01-19 JPM JPMORGAN CHASE & CO Lake Marianne Officer SELL $138.75 9,481 $1,315,524 81,665
2021-01-22 00:31 2021-01-19 JPM JPMORGAN CHASE & CO Erdoes Mary E. Officer SELL $138.77 13,270 $1,841,490 481,983
2021-01-22 00:32 2021-01-19 JPM JPMORGAN CHASE & CO Smith Gordon Officer SELL $138.77 40,184 $5,576,314 467,609
2021-01-20 01:50 2021-01-14 VLY VALLEY NATIONAL BANCORP Lynch Kevin J Director OPT+S $10.80 600,000 $6,480,000 74,395
2021-01-15 23:39 2021-01-15 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $17.12 233 $3,989 26,087
2021-01-16 01:45 2021-01-13 CASH PATHWARD FINANCIAL, INC. Hanson Bradley C Director, Officer SELL $38.69 61,457 $2,377,704 264,382
2021-01-13 22:39 2021-01-13 N/A WILSON BANK HOLDING CO Varallo Deborah Director BUY $58.75 100 $5,875 100
2021-01-14 01:53 2021-01-11 CASH PATHWARD FINANCIAL, INC. Hanson Bradley C Director, Officer SELL $38.75 88,543 $3,431,121 325,839
2021-01-14 01:47 2021-01-12 FHN FIRST HORIZON CORP BYRD DARYL G Director, Officer OPT+S $15.17 13,740 $208,422 1,421,055
2021-01-14 01:42 2021-01-11 FHN FIRST HORIZON CORP BYRD DARYL G Director, Officer OPT+S $15.02 3,390 $50,911 1,421,055
2021-01-13 23:36 2021-01-13 N/A WILSON BANK HOLDING CO POMINSKI LISA Officer BUY $58.75 300 $17,625 4,071
2021-01-11 23:01 2021-01-04 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $37.18 13 $500 47,248
2021-01-12 03:41 2021-01-07 FHN FIRST HORIZON CORP BYRD DARYL G Director, Officer OPT+S $15.03 90,983 $1,367,374 1,439,716
2021-01-08 01:00 2021-01-06 CASH PATHWARD FINANCIAL, INC. Pharr Brett L. Officer SELL $40.01 2,400 $96,024 24,168
2021-01-08 00:12 2021-01-05 COF CAPITAL ONE FINANCIAL CORP Alexander Robert M. Officer OPT+S $103.11 39,412 $4,063,779 81,745
2021-01-06 22:40 2021-01-06 N/A WILSON BANK HOLDING CO Jordan WIll Director BUY $58.75 16 $940 25,491
2021-01-06 23:01 2021-01-06 N/A WILSON BANK HOLDING CO Jordan WIll Director BUY $0.00 0 $0 25,475
2021-01-07 02:05 2021-01-05 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $70.20 2,200 $154,433 2,032,636
2021-01-05 17:36 2021-01-04 CARE Carter Bankshares, Inc. BIRD MICHAEL R Director BUY $10.63 46 $489 3,831
2021-01-05 18:55 2021-01-04 CARE Carter Bankshares, Inc. Speare Matthew M. Officer BUY $10.64 93 $990 18,485
2021-01-05 18:40 2021-01-04 CARE Carter Bankshares, Inc. Karavatakis Phyllis Q. Director, Officer BUY $10.63 46 $489 17,732
2021-01-06 01:50 2020-11-23 FRME FIRST MERCHANTS CORP KELLOGG CLARK C JR Director BUY $33.08 200 $6,616 2,897
2021-01-06 00:52 2020-12-31 FFBC FIRST FINANCIAL BANCORP /OH/ Neighbours John T Director BUY $17.53 356 $6,241 15,763
2021-01-06 00:31 2020-12-31 FFBC FIRST FINANCIAL BANCORP /OH/ Booth Cynthia O Director BUY $17.53 534 $9,361 27,748
2021-01-06 01:02 2020-12-31 FFBC FIRST FINANCIAL BANCORP /OH/ OBRIEN THOMAS MURRAY Director BUY $17.53 713 $12,499 36,046
2021-01-06 00:00 2020-12-31 FFBC FIRST FINANCIAL BANCORP /OH/ Ach J Wickliffe Director BUY $17.53 178 $3,120 29,584
2021-01-06 01:53 2021-01-04 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $37.18 13 $500 47,160
2021-01-06 01:13 2020-12-31 FFBC FIRST FINANCIAL BANCORP /OH/ Rahe Maribeth S Director BUY $17.53 713 $12,499 41,769
2021-01-05 18:58 2021-01-04 CARE Carter Bankshares, Inc. Van Dyke Litz H Director, Officer BUY $10.64 186 $1,979 15,358
2021-01-05 18:53 2021-01-04 CARE Carter Bankshares, Inc. FELDMANN GREGORY W Director BUY $10.61 32 $340 4,938
2021-01-06 00:12 2020-12-31 FFBC FIRST FINANCIAL BANCORP /OH/ BARRON WILLIAM G Director BUY $17.53 713 $12,499 81,742
2021-01-06 00:45 2020-12-31 FFBC FIRST FINANCIAL BANCORP /OH/ PURKRABEK KNUST SUSAN L Director BUY $17.53 178 $3,120 54,707
2021-01-05 01:14 2021-01-04 CARE Carter Bankshares, Inc. Adams Arthur Loran Officer BUY $10.63 27 $287 2,218
2021-01-05 00:20 2020-12-30 COF CAPITAL ONE FINANCIAL CORP Alexander Robert M. Officer SELL $97.02 5,671 $550,200 90,512
2020-12-31 23:29 2020-12-31 N/A WILSON BANK HOLDING CO BELL JACK W Director BUY $58.75 427 $25,086 102,602
2020-12-30 23:56 2020-12-30 N/A WILSON BANK HOLDING CO WHITAKER GARY Officer BUY $58.75 333 $19,564 27,779
2020-12-30 01:38 2020-12-28 CASH PATHWARD FINANCIAL, INC. Pharr Brett L. Officer SELL $36.92 2,500 $92,300 26,568
2020-12-29 01:45 2020-12-21 CBU COMMUNITY FINANCIAL SYSTEM, INC. SKERRITT SUSAN E Director BUY $62.15 280 $17,401 380
2020-12-29 01:35 2020-03-09 UMBF UMB FINANCIAL CORP KEMPER ALEXANDER C Director BUY $48.78 1,000 $48,783 1,000
2020-12-29 01:29 2020-12-24 UMBF UMB FINANCIAL CORP Terry Thomas S Officer OPT+S $68.59 1,428 $97,942 29,383
2020-12-23 21:17 2020-12-22 TFC TRUIST FINANCIAL CORP Thompson Thomas Nichols Director SELL $46.24 311 $14,381 3,503
2020-12-23 00:10 2020-12-21 COF CAPITAL ONE FINANCIAL CORP LaPrade,III Frank G. Officer OPT+S $95.00 32,603 $3,097,285 51,507
2020-12-23 00:07 2020-12-21 COF CAPITAL ONE FINANCIAL CORP Alexander Robert M. Officer SELL $96.00 8,185 $785,760 96,183
2020-12-22 18:27 2020-12-22 N/A WILSON BANK HOLDING CO WHITAKER GARY Officer BUY $58.75 17 $999 27,446
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.