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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
2020-06-09 22:03 2020-06-05 CBU COMMUNITY FINANCIAL SYSTEM, INC. MICHAEL R KALLET Director SELL $65.12 2,000 $130,232 41,909
2020-06-09 23:26 2020-06-05 COF CAPITAL ONE FINANCIAL CORP WARNER BRADFORD H Director OPT+S $85.00 8,410 $714,850 42,210
2020-06-08 23:52 2020-06-05 VLY VALLEY NATIONAL BANCORP CHILLURA JOSEPH Officer SELL $9.34 45,972 $429,484 649,835
2020-06-08 23:14 2020-06-04 CASH PATHWARD FINANCIAL, INC. Tull William David Director SELL $20.55 99,004 $2,034,899 284,000
2020-06-08 16:07 2020-06-04 FULT FULTON FINANCIAL CORP Sargent Angela M Officer OPT+S $11.59 8,172 $94,744 50,730
2020-06-08 17:52 2020-06-04 CFR CULLEN/FROST BANKERS, INC. Perotti William L Officer OPT+S $78.81 9,360 $737,655 91,634
2020-06-08 16:47 2020-06-05 CBNK Capital Bancorp Inc ASHMAN STEPHEN N Director SELL $12.05 2,400 $28,920 245,800
2020-06-05 21:01 2020-06-03 CFR CULLEN/FROST BANKERS, INC. Salinas Jerry Officer OPT+S $78.29 9,661 $756,360 18,124
2020-06-05 15:45 2020-06-04 CMTV COMMUNITY BANCORP /VT Oeschger Frederic Director BUY $13.50 90 $1,215 99,682
2020-06-05 17:11 2020-06-02 NKSH NATIONAL BANKSHARES INC MILLER MARY G Director BUY $30.00 236 $7,080 4,493
2020-06-05 18:17 2020-06-04 CBU COMMUNITY FINANCIAL SYSTEM, INC. MICHAEL R KALLET Director SELL $60.85 3,000 $182,537 43,909
2020-06-06 01:16 2020-06-04 HOPE HOPE BANCORP INC Koh Steven Director SELL $10.28 225,171 $2,315,321 3,470,830
2020-06-05 16:16 2020-06-03 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B THOMPSON G KENNEDY Director BUY $25.00 20,000 $500,000 20,000
2020-06-05 16:08 2020-06-03 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B INGRAM DAVID B Director BUY $25.00 80,000 $2,000,000 80,000
2020-06-05 16:05 2020-06-03 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Galante Joseph C Director BUY $25.00 4,000 $100,000 4,000
2020-06-05 16:02 2020-06-03 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B CALLICUTT RICHARD D II Director, Officer BUY $25.00 12,000 $300,000 12,000
2020-06-05 16:12 2020-06-03 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B MCCABE ROBERT A JR Director, Officer BUY $25.00 30,000 $750,000 10,000
2020-06-05 18:41 2020-06-04 CBKM CONSUMERS BANCORP INC /OH/ Parkinson John W Director BUY $14.50 200 $2,900 6,000
2020-06-04 20:22 2020-06-02 VLY VALLEY NATIONAL BANCORP CHILLURA JOSEPH Officer SELL $8.28 250,000 $2,070,200 695,807
2020-06-05 00:09 2020-06-02 MRBK Meridian Corp Annas Christopher J. Director, Officer BUY $14.99 1,000 $14,992 210,257
2020-06-04 17:19 2020-06-03 WSBC WESBANCO INC CORNELSEN JAMES W Director SELL $22.42 20,000 $448,320 109,113
2020-06-04 18:53 2020-06-03 FNLC First Bancorp, Inc /ME/ Wootton Charles A Officer SELL $19.72 654 $12,897 11,196
2020-06-04 16:29 2020-06-03 ASRV AMERISERV FINANCIAL INC /PA/ STOPKO JEFFREY A Officer BUY $2.94 2,000 $5,880 77,647
2020-06-03 22:04 2020-06-02 MRBK Meridian Corp Lindsay Denise Director, Officer BUY $14.88 500 $7,440 21,041
2020-06-03 23:16 2020-06-03 FULT FULTON FINANCIAL CORP Campbell David M Officer SELL $11.30 2,302 $26,009 11,902
2020-06-03 22:18 2020-06-01 BDGE Dime Community Bancshares, Inc. /NY/ McCaffery John Martin JR Officer SELL $21.22 1,000 $21,220 34,016
2020-06-03 23:30 2020-06-03 AROW Arrow Financial Corporation O'Conor Raymond F Director SELL $30.00 300 $9,000 43,455
2020-06-03 22:17 2020-06-02 BDGE Dime Community Bancshares, Inc. /NY/ SANTACROCE KEVIN Officer SELL $20.94 2,000 $41,873 39,649
2020-06-03 22:55 2020-06-01 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $28.34 18 $500 44,375
2020-06-03 21:42 2020-06-02 WSBC WESBANCO INC CORNELSEN JAMES W Director SELL $21.26 20,000 $425,240 129,113
2020-06-03 22:20 2020-06-01 BDGE Dime Community Bancshares, Inc. /NY/ MASSOUD CHARLES I Director BUY $21.00 1,449 $30,429 22,757
2020-06-04 00:59 2020-06-01 HOPE HOPE BANCORP INC Koh Steven Director SELL $9.65 55,548 $536,199 3,696,001
2020-06-03 22:52 2020-05-29 LCNB LCNB CORP Huddle William G Director SELL $14.86 4,000 $59,430 156,855
2020-06-04 00:31 2020-06-01 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $51.93 448 $23,250 25,509
2020-06-02 17:37 2020-06-01 WSBC WESBANCO INC CORNELSEN JAMES W Director SELL $21.60 9,420 $203,472 149,113
2020-06-01 18:54 2020-05-29 CFR CULLEN/FROST BANKERS, INC. Dawson Samuel G. Director BUY $76.46 1,306 $99,857 5,606
2020-06-01 20:38 2020-05-29 WSBC WESBANCO INC CORNELSEN JAMES W Director SELL $21.19 20,000 $423,844 158,533
2020-06-01 19:47 2020-05-27 SFST SOUTHERN FIRST BANCSHARES INC CUBBAGE LEIGHTON M Director SELL $29.05 1,546 $44,911 75,486
2020-06-01 20:57 2020-05-29 SHBI SHORE BANCSHARES INC Cavey Michael T. Officer BUY $10.19 572 $5,828 8,000
2020-05-29 23:56 2020-05-27 FULT FULTON FINANCIAL CORP Campbell David M Officer SELL $11.97 2,454 $29,363 14,204
2020-05-29 23:28 2020-05-14 WSBC WESBANCO INC Knouse-Snyder Denise H Director BUY $18.80 1,000 $18,798 6,197
2020-05-29 16:38 2020-05-27 CMTV COMMUNITY BANCORP /VT Oeschger Frederic Director BUY $12.19 3,035 $36,987 99,592
2020-05-29 23:20 2020-05-28 WSBC WESBANCO INC CORNELSEN JAMES W Director SELL $22.26 9,539 $212,378 178,533
2020-05-29 22:39 2020-05-27 CHCO CITY HOLDING CO STILWELL CRAIG G Officer SELL $64.89 918 $59,570 16,239
2020-05-29 18:56 2020-05-27 CFR CULLEN/FROST BANKERS, INC. GREEN PHILLIP D Director, Officer OPT+S $75.69 11,580 $876,520 45,839
2020-05-30 02:42 2020-05-27 HOPE HOPE BANCORP INC Koh Steven Director SELL $10.25 91,081 $933,353 3,751,549
2020-05-29 21:16 2020-05-28 CBNK Capital Bancorp Inc ASHMAN STEPHEN N Director SELL $12.00 3,200 $38,400 247,000
2020-05-29 22:33 2020-05-27 CFBK CF BANKSHARES INC. Royer David L Director BUY $10.50 7,000 $73,500 18,350
2020-05-28 15:23 2020-05-26 HBAN HUNTINGTON BANCSHARES INC /MD/ Heller Paul G Officer SELL $9.10 46,726 $425,034 492,568
2020-05-28 23:49 2020-05-27 AROW Arrow Financial Corporation O'Conor Raymond F Director SELL $30.00 300 $9,000 43,449
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.