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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
2020-09-01 21:45 2020-08-28 TFC TRUIST FINANCIAL CORP SKAINS THOMAS E Director OPT+S $39.51 3,221 $127,262 29,391
2020-09-01 20:46 2020-09-01 PNBK PATRIOT NATIONAL BANCORP INC RUSSELL ROBERT GLENN Officer BUY $6.06 5,000 $30,320 5,000
2020-09-02 00:03 2020-08-31 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $53.95 5,750 $310,207 2,056,836
2020-08-31 21:06 2020-08-19 MRBK Meridian Corp Collier George C. III Director BUY $15.18 3,000 $45,548 25,768
2020-08-31 23:18 2020-08-27 CMA COMERICA INC Ortiz Mauricio A Officer SELL $39.97 900 $35,973 4,593
2020-08-28 23:36 2020-08-26 MRBK Meridian Corp Holland Robert T. Director BUY $15.25 500 $7,625 27,876
2020-08-28 19:13 2020-08-27 FUNC FIRST UNITED CORP/MD/ Burkey M Kathryn Director BUY $11.48 1,131 $12,980 46,020
2020-08-27 16:29 2020-08-26 FDBC FIDELITY D & D BANCORP INC Joyce William J. Sr. Director BUY $45.00 500 $22,500 3,648
2020-08-26 22:43 2020-08-25 MRBK Meridian Corp Holland Robert T. Director BUY $15.25 900 $13,724 500
2020-08-27 00:00 2020-08-25 CASH PATHWARD FINANCIAL, INC. Goik Michael K Officer SELL $19.21 3,000 $57,630 150,933
2020-08-25 21:33 2020-08-24 NBTB NBT BANCORP INC Robinson V Daniel II Director SELL $31.10 5,000 $155,519 537,558
2020-08-25 23:46 2020-08-25 NCBS NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director, Officer SELL $60.08 3,000 $180,240 55,606
2020-08-24 16:16 2020-08-20 MRBK Meridian Corp Holland Robert T. Director BUY $15.20 500 $7,600 26,976
2020-08-25 01:35 2020-05-19 TFC TRUIST FINANCIAL CORP Thompson Thomas Nichols Director BUY $25.00 16,000 $400,000 6,000
2020-08-21 18:52 2020-08-17 ASRV AMERISERV FINANCIAL INC /PA/ Onorato Daniel A. Director BUY $2.92 45 $132 8,980
2020-08-21 18:59 2020-08-20 NBTB NBT BANCORP INC Robinson V Daniel II Director SELL $30.54 5,000 $152,717 542,558
2020-08-21 18:23 2020-08-21 FFBC FIRST FINANCIAL BANCORP /OH/ Berta Vince Director BUY $14.05 3,000 $42,150 14,285
2020-08-21 21:13 2020-08-19 TFC TRUIST FINANCIAL CORP Weaver David Hudson Officer SELL $38.28 7,416 $283,892 22,582
2020-08-20 22:57 2020-08-18 NBTB NBT BANCORP INC SANTANGELO JOSEPH A Director BUY $31.15 3,000 $93,450 78,609
2020-08-20 00:08 2020-08-18 CASH PATHWARD FINANCIAL, INC. Kramer Michael Robert Director SELL $19.52 6,830 $133,322 45,000
2020-08-19 23:44 2020-08-17 LARK LANDMARK BANCORP INC BALL RICHARD Director BUY $21.00 2,198 $46,158 143,092
2020-08-18 23:12 2020-08-14 COF CAPITAL ONE FINANCIAL CORP Golden Timothy P Officer SELL $69.11 5,724 $395,586 7,668
2020-08-18 23:22 2020-08-14 TBBK Bancorp, Inc. Chrystal John C Director SELL $10.11 12,592 $127,305 305,244
2020-08-17 18:20 2020-08-13 NWBI Northwest Bancshares, Inc. Reitzes Mark T. Officer BUY $10.23 2,000 $20,460 5,000
2020-08-18 01:59 2020-08-17 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $12.02 331 $3,979 24,478
2020-08-18 01:53 2020-08-14 FUNC FIRST UNITED CORP/MD/ McCullough John Director BUY $11.72 6,000 $70,320 47,160
2020-08-17 20:58 2020-08-14 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Scott Gary L Director SELL $44.15 3,000 $132,450 35,731
2020-08-17 15:18 2020-08-14 LCNB LCNB CORP Bradford Mary E Director BUY $14.62 1,800 $26,316 2,000
2020-08-18 03:58 2020-08-14 CBKM CONSUMERS BANCORP INC /OH/ Parkinson John W Director BUY $15.10 200 $3,020 6,600
2020-08-14 23:37 2020-08-14 NBTB NBT BANCORP INC Robinson V Daniel II Director SELL $32.10 10,000 $320,996 547,558
2020-08-14 20:43 2020-08-13 FUNC FIRST UNITED CORP/MD/ McCullough John Director BUY $11.74 3,000 $35,214 41,160
2020-08-14 17:18 2020-08-11 LCNB LCNB CORP Johnson Craig Millis Director BUY $14.37 1,000 $14,369 3,000
2020-08-13 23:48 2020-08-11 CASH PATHWARD FINANCIAL, INC. Tull William David Director SELL $20.67 186,330 $3,851,068 184,000
2020-08-13 23:32 2020-08-12 AROW Arrow Financial Corporation O'Conor Raymond F Director SELL $30.00 64 $1,920 43,185
2020-08-13 23:37 2020-08-11 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ SHIREY TERRY ALAN Officer OPT+S $35.77 15,572 $556,992 18,324
2020-08-12 23:30 2020-08-10 HWBK HAWTHORN BANCSHARES, INC. Holtaway Jonathan Director BUY $15.98 21,919 $350,266 341,843
2020-08-12 23:43 2020-08-10 CASH PATHWARD FINANCIAL, INC. Tull William David Director SELL $20.53 13,670 $280,672 280,376
2020-08-12 23:41 2020-08-10 CASH PATHWARD FINANCIAL, INC. Kramer Michael Robert Director SELL $20.71 4,000 $82,820 23,800
2020-08-12 23:40 2020-08-11 CASH PATHWARD FINANCIAL, INC. Goik Michael K Officer SELL $20.88 3,000 $62,640 153,933
2020-08-12 18:21 2020-08-10 WSBC WESBANCO INC Callen Stephen J Director BUY $23.08 10,000 $230,771 11,346
2020-08-12 17:19 2020-08-11 AROW Arrow Financial Corporation O'Conor Raymond F Director SELL $30.00 206 $6,180 43,249
2020-08-12 18:37 2020-08-12 N/A WILSON BANK HOLDING CO MCDEARMAN JOHN Officer BUY $56.75 19 $1,078 10,314
2020-08-12 23:12 2020-08-12 CBKM CONSUMERS BANCORP INC /OH/ Kiko Richard T Jr Director BUY $15.25 351 $5,353 3,412
2020-08-11 20:58 2020-08-10 NBTB NBT BANCORP INC Robinson V Daniel II Director SELL $32.02 10,000 $320,183 557,558
2020-08-11 22:43 2020-08-10 WSBC WESBANCO INC Callen Stephen J Director BUY $22.69 10,000 $226,880 5,000
2020-08-11 22:02 2020-08-11 CBKM CONSUMERS BANCORP INC /OH/ WOOD RENEE Officer BUY $15.08 500 $7,540 11,812
2020-08-10 22:10 2020-08-06 CHCO CITY HOLDING CO LEGGE JEFFREY DALE Officer OPT+S $64.00 755 $48,320 5,927
2020-08-10 22:01 2020-08-06 LARK LANDMARK BANCORP INC BALL RICHARD Director BUY $20.91 560 $11,709 140,894
2020-08-10 18:23 2020-08-07 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B QUEENER HUGH M Officer SELL $42.25 4,121 $174,109 212,061
2020-08-07 17:57 2020-08-07 N/A WILSON BANK HOLDING CO Swain Clinton M. Director BUY $56.75 250 $14,188 2,879
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.