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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
2020-05-29 03:44 2020-05-26 KEY KEYCORP /NEW/ Highsmith Carlton L Director BUY $11.89 2,000 $23,780 66,874
2020-05-29 03:15 2020-05-27 CBNK Capital Bancorp Inc ASHMAN STEPHEN N Director SELL $12.00 2,600 $31,200 248,600
2020-05-28 20:29 2020-05-27 SMBK SMARTFINANCIAL INC. Miller Clifton N Director SELL $16.90 5,000 $84,483 92,751
2020-05-27 16:10 2020-05-26 N/A WILSON BANK HOLDING CO Foster` John Officer BUY $55.75 5 $279 5,830
2020-05-27 23:35 2020-05-26 CBTX Stellar Bancorp, Inc. Penland Joe Sr Director BUY $19.16 10,000 $191,639 200,670
2020-05-27 20:44 2020-05-26 WSBC WESBANCO INC CORNELSEN JAMES W Director SELL $21.70 10,000 $216,992 188,072
2020-05-27 16:15 2020-05-26 N/A WILSON BANK HOLDING CO RICHERSON HERBERT ELMER Director BUY $55.75 7 $390 7,616
2020-05-27 16:52 2020-05-26 FDBC FIDELITY D & D BANCORP INC MCDONALD MICHAEL J Director, Officer BUY $0.00 1,000 $0 117,803
2020-05-28 00:29 2020-05-22 UMBF UMB FINANCIAL CORP Shankar Ram Officer BUY $47.01 782 $36,775 782
2020-05-26 23:28 2020-05-22 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Abbott James R Officer OPT+S $30.24 10,091 $305,176 48,131
2020-05-26 22:42 2020-05-22 CBKM CONSUMERS BANCORP INC /OH/ MCCLELLAN LAURIE L Director BUY $14.60 100 $1,460 134,325
2020-05-22 18:55 2020-05-21 NWBI Northwest Bancshares, Inc. McKnight William F Director BUY $9.65 1,000 $9,650 44,480
2020-05-22 18:29 2020-05-20 FRME FIRST MERCHANTS CORP RECHIN MICHAEL C Officer SELL $25.40 10,000 $254,040 104,954
2020-05-22 23:04 2020-05-20 CBTX Stellar Bancorp, Inc. Penland Joe Sr Director BUY $18.47 13,000 $240,126 479,144
2020-05-23 03:32 2020-05-21 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ LAURSEN THOMAS E Officer OPT+S $31.03 5,229 $162,261 17,746
2020-05-21 17:58 2020-05-05 FRME FIRST MERCHANTS CORP Stewart Michael J Officer SELL $26.86 3,323 $89,263 0
2020-05-22 01:33 2020-05-20 TBBK Bancorp, Inc. Nager Jeffrey A Officer BUY $7.03 5,000 $35,167 71,671
2020-05-22 00:48 2020-05-20 TBBK Bancorp, Inc. Bjork Dianne Officer BUY $6.81 2,200 $14,982 13,389
2020-05-21 23:35 2020-05-20 TBBK Bancorp, Inc. Cohn Matthew Director BUY $6.77 20,000 $135,400 121,163
2020-05-21 20:13 2020-05-19 SHBI SHORE BANCSHARES INC STEVENS DONNA J. Officer BUY $9.15 1,000 $9,150 1,179
2020-05-21 17:36 2020-05-19 TRMK TRUSTMARK CORP PUCKETT RICHARD H Director BUY $22.71 5,000 $113,525 32,802
2020-05-20 23:59 2020-05-19 BFC Bank First Corp Bourbulas Mary Kay Director BUY $55.00 100 $5,500 945
2020-05-20 18:43 2020-05-20 N/A WILSON BANK HOLDING CO Foster` John Officer BUY $55.75 5 $279 5,825
2020-05-20 21:55 2020-05-20 FNLC First Bancorp, Inc /ME/ McKim Tony C Director, Officer BUY $19.59 2,000 $39,180 7,870
2020-05-20 23:11 2019-08-30 HWBK HAWTHORN BANCSHARES, INC. RILEY KEVIN L Director BUY $22.29 900 $20,060 28,915
2020-05-19 21:45 2020-05-18 BFC Bank First Corp Bourbulas Mary Kay Director BUY $56.00 100 $5,600 845
2020-05-19 23:32 2020-05-19 FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/ Wolfe Stephen A Director BUY $7.51 1,330 $9,990 10,593
2020-05-19 17:29 2020-05-18 NWBI Northwest Bancshares, Inc. White Jeffrey R Officer BUY $9.65 518 $5,000 2,438
2020-05-19 23:22 2020-05-15 CBTX Stellar Bancorp, Inc. Penland Joe Sr Director BUY $17.39 15,000 $260,840 466,144
2020-05-20 00:00 2020-05-18 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Young Mark Richard Officer SELL $29.53 1,827 $53,958 9,375
2020-05-19 19:47 2020-05-15 LCNB LCNB CORP Mulligan Lawrence P Jr. Officer BUY $12.45 200 $2,490 3,014
2020-05-18 23:14 2020-05-14 COF CAPITAL ONE FINANCIAL CORP Golden Timothy P Officer SELL $57.63 3,334 $192,138 13,251
2020-05-18 23:39 2020-05-14 TFC TRUIST FINANCIAL CORP Koebler Ellen Officer SELL $31.97 10,000 $319,700 16,859
2020-05-18 17:32 2020-05-14 NWBI Northwest Bancshares, Inc. Paup Mark A Director BUY $8.90 5,000 $44,481 15,960
2020-05-18 17:56 2020-05-14 CAC CAMDEN NATIONAL CORP Flanagan David C Director BUY $27.63 720 $19,909 14,826
2020-05-19 02:13 2020-05-15 PNC PNC FINANCIAL SERVICES GROUP, INC. HARSHMAN RICHARD J Director BUY $97.55 1,000 $97,550 1,150
2020-05-18 17:41 2020-05-18 NEWT NewtekOne, Inc. SLOANE BARRY Director, Officer BUY $15.28 1,000 $15,280 1,053,094
2020-05-18 20:59 2020-05-12 PFIS PEOPLES FINANCIAL SERVICES CORP. LOCHEN RICHARD S JR Director BUY $32.13 1,327 $42,637 9,608
2020-05-18 20:58 2020-05-14 SMBK SMARTFINANCIAL INC. Gorczynski Ronald J Officer BUY $12.77 1,000 $12,770 6,500
2020-05-18 19:01 2020-05-15 OCFC OCEANFIRST FINANCIAL CORP Tsimbinos Steven James Officer BUY $17.91 2,600 $46,568 1,000
2020-05-15 23:41 2020-05-15 BFC Bank First Corp Bourbulas Mary Kay Director BUY $49.50 171 $8,465 745
2020-05-15 21:56 2020-05-13 TFC TRUIST FINANCIAL CORP Standridge Brantley J Officer SELL $31.82 4,800 $152,731 14,010
2020-05-15 17:31 2020-05-13 FISI FINANCIAL INSTITUTIONS INC Glaser Robert M Director BUY $14.15 1,000 $14,150 21,336
2020-05-15 17:32 2020-05-01 CMTV COMMUNITY BANCORP /VT Oeschger Frederic Director BUY $11.99 764 $9,163 96,557
2020-05-15 22:32 2020-05-15 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $14.80 267 $3,952 23,347
2020-05-15 18:38 2020-05-15 NEWT NewtekOne, Inc. SALUTE RICHARD J Director BUY $14.35 500 $7,175 16,344
2020-05-15 19:11 2020-05-13 SFNC SIMMONS FIRST NATIONAL CORP MAKRIS GEORGE JR Director, Officer BUY $14.77 10,000 $147,700 441,346
2020-05-15 15:02 2020-05-14 CAC CAMDEN NATIONAL CORP BRESNAHAN ANN W Director BUY $26.06 10,000 $260,576 10,000
2020-05-15 17:27 2020-05-14 FISI FINANCIAL INSTITUTIONS INC DORN ANDREW W JR Director BUY $13.50 1,000 $13,500 25,000
2020-05-16 00:04 2020-05-13 HWBK HAWTHORN BANCSHARES, INC. BRUEGENHEMKE KATHLEEN L Director, Officer BUY $16.09 516 $8,303 4,191
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.