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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2020-03-17 23:22 | 2020-03-16 | BANF | BANCFIRST CORP /OK/ | Brace Mark | Officer | BUY | $34.12 | 600 | $20,472 | 600 |
| 2020-03-17 21:30 | 2020-03-13 | FRME | FIRST MERCHANTS CORP | Marhenke Michael C | Director | BUY | $28.50 | 5,000 | $142,500 | 23,889 |
| 2020-03-17 23:25 | 2020-03-17 | BANF | BANCFIRST CORP /OK/ | Wedel Gregory | Director | BUY | $33.72 | 2,000 | $67,444 | 2,000 |
| 2020-03-17 23:04 | 2020-03-16 | AROW | Arrow Financial Corporation | Read Colin L | Director | SELL | $25.30 | 92 | $2,327 | 12,844 |
| 2020-03-17 23:29 | 2020-03-17 | BANF | BANCFIRST CORP /OK/ | McCasland Thomas Howard III | Director | SELL | $34.89 | 18,000 | $628,058 | 74,380 |
| 2020-03-17 23:29 | 2020-03-17 | BANF | BANCFIRST CORP /OK/ | McCasland Thomas Howard III | Director | BUY | $34.89 | 18,000 | $628,058 | 92,380 |
| 2020-03-17 23:38 | 2020-03-17 | BANF | BANCFIRST CORP /OK/ | FORAKER RANDY | Officer | BUY | $33.50 | 240 | $8,040 | 240 |
| 2020-03-17 21:29 | 2020-03-16 | FRME | FIRST MERCHANTS CORP | HARDWICK MARK K | Officer | BUY | $26.68 | 5,424 | $144,723 | 9,698 |
| 2020-03-16 21:45 | 2020-03-13 | MRBK | Meridian Corp | Annas Christopher J. | Director, Officer | BUY | $16.50 | 4,000 | $66,000 | 205,897 |
| 2020-03-17 00:52 | 2020-03-16 | VLY | VALLEY NATIONAL BANCORP | Janis Ronald H. | Officer | BUY | $6.98 | 7,000 | $48,860 | 17,205 |
| 2020-03-16 21:33 | 2020-03-12 | PNC | PNC FINANCIAL SERVICES GROUP, INC. | Feldstein Andrew T | Director | BUY | $94.92 | 26,325 | $2,498,769 | 40,158 |
| 2020-03-16 22:55 | 2020-03-16 | BANF | BANCFIRST CORP /OK/ | Samis Michael S. | Director | BUY | $35.00 | 3,000 | $105,000 | 3,000 |
| 2020-03-17 00:22 | 2020-03-12 | PRK | PARK NATIONAL CORP /OH/ | ONEILL ROBERT E | Director | BUY | $78.98 | 5,000 | $394,900 | 5,000 |
| 2020-03-17 00:35 | 2020-03-16 | FUNC | FIRST UNITED CORP/MD/ | Rodeheaver Carissa Lynn | Director, Officer | BUY | $15.48 | 247 | $3,823 | 14,887 |
| 2020-03-16 15:47 | 2020-03-12 | CBTX | Stellar Bancorp, Inc. | Penland Joe Sr | Director | BUY | $18.39 | 11,171 | $205,381 | 357,190 |
| 2020-03-16 20:13 | 2020-03-13 | WFC | WELLS FARGO & COMPANY/MN | SCHARF CHARLES W | Director, Officer | BUY | $28.69 | 173,000 | $4,963,370 | 176,916 |
| 2020-03-16 22:54 | 2020-03-16 | BANF | BANCFIRST CORP /OK/ | Johnstone William O | Director, Officer | BUY | $35.25 | 2,000 | $70,502 | 7,000 |
| 2020-03-16 21:17 | 2020-03-13 | ASRV | AMERISERV FINANCIAL INC /PA/ | STOPKO JEFFREY A | Officer | BUY | $3.71 | 2,000 | $7,422 | 75,439 |
| 2020-03-16 23:17 | 2020-03-13 | FHN | FIRST HORIZON CORP | NISWONGER SCOTT M | Director | BUY | $9.40 | 50,000 | $469,835 | 871,273 |
| 2020-03-16 20:28 | 2020-03-13 | WFC | WELLS FARGO & COMPANY/MN | NOSKI CHARLES H | Director | BUY | $29.53 | 20,000 | $590,600 | 20,235 |
| 2020-03-13 22:27 | 2020-03-12 | CAC | CAMDEN NATIONAL CORP | Rose Patricia A | Officer | BUY | $23.15 | 872 | $20,187 | 6,519 |
| 2020-03-13 22:54 | 2020-03-13 | FNB | FNB CORP/PA/ | Robinson Barry C | Officer | BUY | $7.90 | 6,000 | $47,409 | 53,417 |
| 2020-03-13 18:53 | 2020-03-13 | NEWT | NewtekOne, Inc. | Downs Peter Mathison | Director, Officer | BUY | $13.16 | 750 | $9,870 | 37,582 |
| 2020-03-13 20:14 | 2020-03-12 | AROW | Arrow Financial Corporation | Read Colin L | Director | SELL | $25.45 | 239 | $6,083 | 12,892 |
| 2020-03-13 23:28 | 2020-03-12 | FHN | FIRST HORIZON CORP | Burdick Kenneth A | Director | BUY | $8.95 | 5,000 | $44,750 | 14,760 |
| 2020-03-13 22:40 | 2020-03-12 | CAC | CAMDEN NATIONAL CORP | Nightingale Timothy P | Officer | BUY | $23.15 | 555 | $12,848 | 49,146 |
| 2020-03-14 00:22 | 2020-03-13 | VLY | VALLEY NATIONAL BANCORP | Steans Jennifer W | Director | BUY | $7.54 | 325,000 | $2,450,988 | 297,450 |
| 2020-03-13 21:13 | 2020-03-12 | WSBC | WESBANCO INC | NELSON F ERIC JR | Director | BUY | $22.00 | 1,500 | $33,000 | 32,085 |
| 2020-03-13 23:33 | 2020-03-13 | BANF | BANCFIRST CORP /OK/ | Harlow David R | Director, Officer | BUY | $34.65 | 7,000 | $242,565 | 7,000 |
| 2020-03-13 23:17 | 2020-03-13 | BANF | BANCFIRST CORP /OK/ | WILLIAMS G RAINEY JR | Director | BUY | $37.78 | 1,000 | $37,780 | 64,600 |
| 2020-03-13 22:35 | 2020-03-12 | CAC | CAMDEN NATIONAL CORP | DUFOUR GREGORY A | Director, Officer | BUY | $23.15 | 2,978 | $68,941 | 97,710 |
| 2020-03-13 20:03 | 2020-03-12 | NEWT | NewtekOne, Inc. | SALUTE RICHARD J | Director | BUY | $12.88 | 1,555 | $20,028 | 14,644 |
| 2020-03-13 17:24 | 2020-03-12 | FNB | FNB CORP/PA/ | HORMELL ROBERT A | Director | BUY | $7.75 | 3,000 | $23,250 | 77,719 |
| 2020-03-13 17:15 | 2020-03-13 | BANF | BANCFIRST CORP /OK/ | Johnstone William O | Director, Officer | BUY | $36.40 | 1,000 | $36,400 | 5,000 |
| 2020-03-13 23:28 | 2020-03-13 | BANF | BANCFIRST CORP /OK/ | NORICK RONALD J | Director | BUY | $38.21 | 10,000 | $382,068 | 36,000 |
| 2020-03-13 18:42 | 2020-03-13 | ATLO | AMES NATIONAL CORP | Benson David W. | Director | BUY | $22.03 | 200 | $4,405 | 1,749 |
| 2020-03-13 18:35 | 2020-03-12 | ATLO | AMES NATIONAL CORP | LARSON JAMES R II | Director | BUY | $19.63 | 400 | $7,852 | 2,500 |
| 2020-03-13 18:24 | 2020-03-12 | ATLO | AMES NATIONAL CORP | DEARDORFF KEVIN G | Officer | BUY | $18.80 | 2,660 | $50,008 | 2,660 |
| 2020-03-13 16:53 | 2020-03-13 | NEWT | NewtekOne, Inc. | SLOANE BARRY | Director, Officer | BUY | $13.43 | 1,000 | $13,430 | 1,044,594 |
| 2020-03-13 16:18 | 2020-03-12 | SMBK | SMARTFINANCIAL INC. | Carroll William Young Sr. | Director, Officer | BUY | $15.88 | 2,000 | $31,752 | 29,468 |
| 2020-03-12 23:08 | 2020-03-12 | MRBK | Meridian Corp | Casciato Robert M. | Director | BUY | $18.25 | 5,500 | $100,375 | 73,579 |
| 2020-03-12 23:00 | 2020-03-10 | MRBK | Meridian Corp | Holland Robert T. | Director | BUY | $17.61 | 500 | $8,804 | 23,388 |
| 2020-03-12 21:42 | 2020-03-10 | PNC | PNC FINANCIAL SERVICES GROUP, INC. | Medler Linda R | Director | BUY | $101.65 | 50 | $5,083 | 60 |
| 2020-03-12 22:50 | 2020-03-11 | FNB | FNB CORP/PA/ | Dively Mary Jo | Director | BUY | $8.41 | 5,000 | $42,031 | 32,346 |
| 2020-03-12 23:35 | 2020-03-12 | WSBC | WESBANCO INC | Knouse-Snyder Denise H | Director | BUY | $21.95 | 1,000 | $21,946 | 3,070 |
| 2020-03-12 16:27 | 2020-03-11 | NEWT | NewtekOne, Inc. | Zink Gregory L | Director | BUY | $15.31 | 500 | $7,655 | 12,054 |
| 2020-03-12 22:09 | 2020-03-12 | VLY | VALLEY NATIONAL BANCORP | Robbins Ira | Director, Officer | BUY | $6.84 | 2,500 | $17,100 | 219,725 |
| 2020-03-12 23:06 | 2020-03-12 | FNB | FNB CORP/PA/ | DELIE VINCENT J JR | Director, Officer | BUY | $7.47 | 10,000 | $74,704 | 467,381 |
| 2020-03-12 23:52 | 2020-03-10 | FULT | FULTON FINANCIAL CORP | Waters Ernest J | Director | BUY | $13.22 | 2,000 | $26,438 | 30,468 |
| 2020-03-12 21:46 | 2020-03-12 | FCF | FIRST COMMONWEALTH FINANCIAL CORP /PA/ | DAHLMANN DAVID S | Director | BUY | $9.01 | 2,000 | $18,019 | 54,862 |
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.