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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
2020-12-22 00:12 2020-12-17 CBNK Capital Bancorp Inc Burke Michael Joseph Director SELL $12.48 4,000 $49,923 79,452
2020-12-21 17:02 2020-12-17 OPHC OptimumBank Holdings, Inc. Chan Heng Fai Ambrose Director BUY $3.09 8,900 $27,526 20,400
2020-12-19 01:49 2020-12-18 BANF BANCFIRST CORP /OK/ Brace Mark Officer BUY $57.35 175 $10,036 775
2020-12-19 01:10 2020-12-18 CBU COMMUNITY FINANCIAL SYSTEM, INC. Whipple John F. Director OPT+S $64.15 6,631 $425,355 1,432
2020-12-19 01:46 2020-12-18 BANF BANCFIRST CORP /OK/ Harlow David R Director, Officer OPT+S $56.93 20,000 $1,138,580 7,000
2020-12-18 20:42 2020-05-14 NCBS NICOLET BANKSHARES INC WEYERS ROBERT J Director BUY $46.61 1,930 $89,957 25,250
2020-12-18 20:15 2020-05-13 NCBS NICOLET BANKSHARES INC WEYERS ROBERT J Director BUY $46.81 2,070 $96,897 23,320
2020-12-19 05:15 2020-12-10 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director, 10% owner BUY $24.35 1,526 $37,158 1,107,833
2020-12-17 23:47 2020-12-15 TFC TRUIST FINANCIAL CORP Standridge Brantley J Officer SELL $46.64 1,500 $69,962 11,010
2020-12-18 01:13 2020-12-15 CBU COMMUNITY FINANCIAL SYSTEM, INC. STEELE SALLY A Director SELL $65.40 10,240 $669,697 50,062
2020-12-18 00:43 2020-12-17 WSBC WESBANCO INC RICHMOND BRENT E Officer SELL $29.72 1,827 $54,302 22,972
2020-12-17 21:14 2020-12-17 SFST SOUTHERN FIRST BANCSHARES INC CUBBAGE LEIGHTON M Director SELL $35.00 1,620 $56,700 69,581
2020-12-17 00:09 2020-12-14 COF CAPITAL ONE FINANCIAL CORP LaPrade,III Frank G. Officer SELL $91.94 39,456 $3,627,510 51,507
2020-12-17 00:09 2020-12-14 COF CAPITAL ONE FINANCIAL CORP Alexander Robert M. Officer SELL $93.46 5,534 $517,208 104,368
2020-12-17 00:29 2020-12-15 WSBC WESBANCO INC NELSON F ERIC JR Director SELL $30.00 7,093 $212,790 33,324
2020-12-16 18:08 2020-12-15 N/A WILSON BANK HOLDING CO WHITAKER GARY Officer BUY $58.75 150 $8,813 27,429
2020-12-16 23:15 2020-12-15 CMTV COMMUNITY BANCORP /VT COUTURE JACQUES R Director BUY $15.00 2,200 $32,998 31,335
2020-12-15 21:16 2020-12-11 NWBI Northwest Bancshares, Inc. McTavish Julia W Officer OPT+S $12.41 9,000 $111,690 80,994
2020-12-16 00:21 2020-12-14 KEY KEYCORP /NEW/ Hayes Robin Director BUY $16.00 2,500 $40,000 2,500
2020-12-15 22:32 2020-12-15 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $16.08 248 $3,988 25,854
2020-12-15 05:39 2020-12-09 BDGE Dime Community Bancshares, Inc. /NY/ Lindenbaum Nathan 10% owner SELL $24.22 3,055 $73,992 0
2020-12-15 00:33 2020-12-11 CASH PATHWARD FINANCIAL, INC. Hajek Douglas J. Director SELL $34.94 1,000 $34,940 16,481
2020-12-15 00:18 2020-12-10 COF CAPITAL ONE FINANCIAL CORP Berson Jory A Officer OPT+S $94.76 67,929 $6,436,775 51,301
2020-12-15 03:26 2020-12-10 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $67.32 500 $33,661 12,558
2020-12-15 03:17 2020-12-14 UMBF UMB FINANCIAL CORP Johnson Shannon Andresen Officer OPT+S $67.98 453 $30,794 9,339
2020-12-11 21:53 2020-12-09 TFC TRUIST FINANCIAL CORP Boyer K. David Jr. Director OPT+S $47.72 3,221 $153,703 8,056
2020-12-11 21:22 2020-12-09 FUNC FIRST UNITED CORP/MD/ RUDY IRVIN ROBERT Director SELL $11.19 1 $8 33,111
2020-12-12 01:08 2020-11-06 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ANDERSON A SCOTT Officer OPT+S $33.04 10,862 $358,863 28,202
2020-12-11 05:47 2020-12-08 BDGE Dime Community Bancshares, Inc. /NY/ Etzioni Partners, LLC 10% owner SELL $24.33 68,937 $1,676,906 0
2020-12-11 00:28 2020-12-09 COF CAPITAL ONE FINANCIAL CORP Wassmer Michael J Officer SELL $95.00 1,965 $186,675 77,189
2020-12-10 22:06 2020-12-09 NWBI Northwest Bancshares, Inc. Meegan John P Director OPT+S $12.56 6,000 $75,331 62,050
2020-12-11 00:00 2020-12-01 OPHC OptimumBank Holdings, Inc. Gubin Moishe Director SELL $3.00 60,000 $180,000 216,575
2020-12-10 22:56 2020-12-09 SFST SOUTHERN FIRST BANCSHARES INC Dowling Michael D Officer SELL $35.03 3,000 $105,100 42,150
2020-12-11 01:38 2020-12-09 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer OPT+S $69.50 700 $48,650 181,941
2020-12-10 00:38 2020-12-07 CASH PATHWARD FINANCIAL, INC. Stork Kendall E Director SELL $34.87 1,000 $34,870 13,713
2020-12-10 01:17 2020-12-09 WSFS WSFS FINANCIAL CORP EDDENS PEGGY H Officer SELL $42.61 16,312 $695,087 17,293
2020-12-09 18:38 2020-12-08 VLY VALLEY NATIONAL BANCORP JONES GRAHAM O Director SELL $9.67 5,775 $55,870 796,575
2020-12-09 17:15 2020-12-08 ATLO AMES NATIONAL CORP LARSON JAMES R II Director BUY $22.90 500 $11,450 5,500
2020-12-08 16:05 2020-12-07 CMTV COMMUNITY BANCORP /VT Baker Bruce D Director BUY $14.75 76 $1,121 156
2020-12-07 18:55 2020-12-04 NKSH NATIONAL BANKSHARES INC Johnson Mildred R Director SELL $31.30 1 $31 1,006
2020-12-07 22:38 2020-12-05 N/A WILSON BANK HOLDING CO Oakley Clark Officer BUY $57.75 5 $289 2,317
2020-12-08 01:05 2020-12-04 FHN FIRST HORIZON CORP ARDOIN ELIZABETH A Officer OPT+S $13.06 6,274 $81,907 220,082
2020-12-08 02:18 2020-12-04 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer OPT+S $69.52 10,798 $750,666 181,941
2020-12-04 17:32 2020-12-02 WSFS WSFS FINANCIAL CORP GREENPLATE PAUL S Officer SELL $39.58 1,458 $57,712 5,560
2020-12-04 18:11 2020-12-03 BANF BANCFIRST CORP /OK/ Lawrence Kevin Officer OPT+S $57.50 2,500 $143,750 0
2020-12-04 22:51 2020-12-02 BDGE Dime Community Bancshares, Inc. /NY/ NIELSEN RAYMOND A Director BUY $23.38 970 $22,674 30,072
2020-12-04 01:03 2020-12-03 CBU COMMUNITY FINANCIAL SYSTEM, INC. SKERRITT SUSAN E Director BUY $63.99 100 $6,399 100
2020-12-04 00:46 2020-12-01 CASH PATHWARD FINANCIAL, INC. Kramer Michael Robert Director SELL $34.02 10,000 $340,200 24,150
2020-12-04 01:19 2020-12-02 FNB FNB CORP/PA/ Dively Mary Jo Director BUY $9.12 3,000 $27,360 47,517
2020-12-03 23:34 2020-12-03 AROW Arrow Financial Corporation DeMarco David S. Officer SELL $30.00 1,412 $42,360 28,348
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.