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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
2020-04-30 23:43 2020-04-29 FHN FIRST HORIZON CORP Emkes Mark A Director BUY $9.42 10,000 $94,200 87,158
2020-04-30 22:21 2020-04-29 BOKF BOK FINANCIAL CORP Grunst Martin E Officer BUY $53.79 500 $26,895 26,563
2020-04-30 23:48 2020-04-29 FHN FIRST HORIZON CORP Davidson Wendy P Director BUY $9.51 3,000 $28,515 18,942
2020-04-30 23:02 2020-04-28 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Brock Charles E Director OPT+S $39.22 9,587 $376,043 37,448
2020-04-30 18:57 2020-04-24 LCNB LCNB CORP WILSON STEPHEN P Director BUY $11.80 1,250 $14,750 61,543
2020-04-29 20:08 2020-04-28 NKSH NATIONAL BANKSHARES INC Dye Michael E Director BUY $30.75 390 $11,993 3,107
2020-04-29 18:00 2020-04-27 NKSH NATIONAL BANKSHARES INC BALL LAWRENCE J Director BUY $29.00 2,000 $58,000 10,000
2020-04-29 23:52 2020-04-29 CBU COMMUNITY FINANCIAL SYSTEM, INC. MICHAEL R KALLET Director SELL $67.07 3,000 $201,217 46,909
2020-04-29 23:44 2020-04-29 LCNB LCNB CORP Johnson Craig Millis Director BUY $12.11 2,000 $24,220 2,000
2020-04-28 23:19 2020-04-24 SFNC SIMMONS FIRST NATIONAL CORP Massanelli Stephen C Officer BUY $17.35 2,000 $34,700 43,219
2020-04-28 21:31 2020-04-27 WBS WEBSTER FINANCIAL CORP FLYNN ELIZABETH E Director BUY $26.25 8,000 $210,010 30,481
2020-04-28 23:04 2020-04-27 HBAN HUNTINGTON BANCSHARES INC /MD/ Thompson Mark E Officer SELL $8.68 11,464 $99,508 644,809
2020-04-28 16:52 2020-04-24 CBU COMMUNITY FINANCIAL SYSTEM, INC. Kingsley Scott Allen Officer OPT+S $60.53 9,503 $575,258 50,676
2020-04-28 23:10 2020-04-24 SFNC SIMMONS FIRST NATIONAL CORP MAKRIS GEORGE JR Director, Officer BUY $17.04 16,000 $272,621 11,000
2020-04-28 16:10 2020-04-27 ATLO AMES NATIONAL CORP Hagan Patrick G Director BUY $19.57 250 $4,893 365
2020-04-27 15:49 2020-04-23 FULT FULTON FINANCIAL CORP Waters Ernest J Director BUY $10.39 1,500 $15,585 31,968
2020-04-27 21:13 2020-04-24 WBS WEBSTER FINANCIAL CORP ATWELL WILLIAM L Director BUY $23.60 5,000 $118,013 28,709
2020-04-28 00:42 2020-04-24 ATLO AMES NATIONAL CORP Bauer Scott T BUY $18.50 160 $2,960 2,489
2020-04-24 17:30 2020-04-24 LCNB LCNB CORP Smiley John F Officer SELL $0.00 0 $0 0
2020-04-23 20:52 2020-04-23 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B THOMPSON G KENNEDY Director BUY $34.86 5,000 $174,300 19,826
2020-04-22 23:50 2020-04-20 KEY KEYCORP /NEW/ GILLIS RUTH ANN M Director BUY $11.10 4,485 $49,784 53,597
2020-04-20 21:07 2020-04-15 ASRV AMERISERV FINANCIAL INC /PA/ WISE ROBERT L Director BUY $2.73 252 $687 162,359
2020-04-17 22:30 2020-04-17 VABK Virginia National Bankshares Corp Payne Susan K Director BUY $30.00 152 $4,560 16,502
2020-04-17 23:33 2020-04-17 KEY KEYCORP /NEW/ Gorman Christopher M. Director, Officer BUY $10.36 100,000 $1,036,000 606,941
2020-04-17 15:19 2020-04-15 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $13.93 287 $3,998 22,949
2020-04-17 18:19 2017-03-20 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $11.93 2,923 $34,871 66
2020-04-17 00:21 2020-04-16 JPM JPMORGAN CHASE & CO BURKE STEPHEN B Director BUY $87.99 75,000 $6,598,958 75,000
2020-04-16 00:14 2020-04-15 JPM JPMORGAN CHASE & CO BACON ASHLEY Officer SELL $91.12 13,027 $1,187,081 137,243
2020-04-14 15:45 2020-04-13 CMTV COMMUNITY BANCORP /VT Oeschger Frederic Director BUY $13.06 601 $7,849 87,047
2020-04-10 22:11 2020-03-12 PRK PARK NATIONAL CORP /OH/ RAMSER MARK R Director BUY $76.01 5,000 $380,050 5,043
2020-04-08 21:53 2020-03-12 FMCB FARMERS & MERCHANTS BANCORP Misasi J. Ryan Officer BUY $700.00 5 $3,500 1,609
2020-04-03 23:10 2020-04-03 CBKM CONSUMERS BANCORP INC /OH/ MCCLELLAN LAURIE L Director BUY $14.60 225 $3,285 134,225
2020-04-02 18:54 2020-03-31 FFBC FIRST FINANCIAL BANCORP /OH/ Berta Vince Director BUY $14.91 419 $6,247 7,368
2020-04-02 18:58 2020-03-31 FFBC FIRST FINANCIAL BANCORP /OH/ Booth Cynthia O Director BUY $14.91 419 $6,247 21,919
2020-04-02 18:46 2020-03-31 FFBC FIRST FINANCIAL BANCORP /OH/ Ach J Wickliffe Director BUY $14.91 209 $3,116 25,081
2020-04-02 23:05 2020-04-01 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $25.64 20 $500 41,340
2020-04-02 19:03 2020-03-31 FFBC FIRST FINANCIAL BANCORP /OH/ olszewski richard e Director BUY $14.91 586 $8,737 53,893
2020-04-02 19:05 2020-03-31 FFBC FIRST FINANCIAL BANCORP /OH/ Rahe Maribeth S Director BUY $14.91 838 $12,495 35,276
2020-04-02 19:01 2020-03-31 FFBC FIRST FINANCIAL BANCORP /OH/ PURKRABEK KNUST SUSAN L Director BUY $14.91 419 $6,247 50,204
2020-04-02 23:40 2020-04-02 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $14.50 150 $2,175 31,103
2020-04-01 22:11 2020-03-31 CBKM CONSUMERS BANCORP INC /OH/ FUREY JOHN P/ Director BUY $14.35 2,000 $28,700 34,982
2020-03-31 21:49 2020-03-31 CHCO CITY HOLDING CO FISHER ROBERT D Director BUY $66.01 150 $9,901 34,203
2020-03-31 21:49 2020-03-31 CHCO CITY HOLDING CO HYLTON TRACY W II Director BUY $66.01 150 $9,901 53,094
2020-03-28 01:36 2018-10-12 VABK Virginia National Bankshares Corp Payne Susan K Director BUY $37.47 680 $25,480 15,198
2020-03-27 00:18 2020-03-26 CBU COMMUNITY FINANCIAL SYSTEM, INC. MacPherson Kerrie D. Director BUY $54.20 675 $36,588 1,043
2020-03-26 17:18 2020-03-25 CMTV COMMUNITY BANCORP /VT Oeschger Frederic Director BUY $10.50 200 $2,100 86,446
2020-03-25 22:52 2020-03-23 LARK LANDMARK BANCORP INC BALL RICHARD Director BUY $16.12 100 $1,612 137,609
2020-03-25 20:53 2020-03-25 CBKM CONSUMERS BANCORP INC /OH/ WOOD RENEE Officer BUY $13.50 300 $4,050 10,789
2020-03-25 20:49 2020-03-24 CBKM CONSUMERS BANCORP INC /OH/ Parkinson John W Director BUY $13.50 200 $2,700 5,800
2020-03-24 22:34 2020-03-02 BFC Bank First Corp Molepske Michael B. Director, Officer BUY $60.37 2,192 $132,331 2,192
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.