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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
2020-03-12 18:13 2020-03-10 FISI FINANCIAL INSTITUTIONS INC GULLO SAMUEL M Director BUY $21.50 2,500 $53,750 26,738
2020-03-12 18:15 2020-03-11 FISI FINANCIAL INSTITUTIONS INC HOLLIDAY SUSAN R Director BUY $20.63 2,000 $41,260 27,837
2020-03-12 21:44 2020-03-12 BANF BANCFIRST CORP /OK/ COPELAND SCOTT Officer BUY $33.55 450 $15,098 450
2020-03-12 23:19 2020-03-12 BANF BANCFIRST CORP /OK/ BRAND DENNIS L Director, Officer BUY $34.16 7,000 $239,120 25,000
2020-03-12 21:58 2020-03-12 NCBS NICOLET BANKSHARES INC WEYERS ROBERT J Director BUY $54.75 5,000 $273,759 20,000
2020-03-12 17:48 2020-03-12 NEWT NewtekOne, Inc. SLOANE BARRY Director, Officer BUY $13.10 1,000 $13,100 1,043,594
2020-03-12 17:03 2020-03-12 NEWT NewtekOne, Inc. SLOANE BARRY Director, Officer BUY $12.55 2,000 $25,100 1,042,594
2020-03-12 21:47 2016-11-25 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Samuel Ronald L Director BUY $63.18 159 $10,046 18,129
2020-03-12 23:53 2020-03-12 SFST SOUTHERN FIRST BANCSHARES INC ELLISON DAVID G Director BUY $32.57 3,000 $97,707 42,453
2020-03-12 23:30 2020-03-12 FHN FIRST HORIZON CORP NISWONGER SCOTT M Director BUY $9.08 100,000 $907,700 821,273
2020-03-12 23:23 2020-03-10 CFBK CF BANKSHARES INC. O'Dell Timothy T Director, Officer BUY $11.76 1,000 $11,760 198,248
2020-03-12 23:44 2020-03-11 SMBK SMARTFINANCIAL INC. Ogle David Austin Director BUY $16.68 3,000 $50,040 177,579
2020-03-11 22:16 2020-03-11 VLY VALLEY NATIONAL BANCORP SCHULTZ MELISSA J Director BUY $7.69 2,000 $15,380 27,775
2020-03-11 22:45 2020-03-09 TFC TRUIST FINANCIAL CORP MAYNARD EASTER A Director BUY $34.20 7,000 $239,411 37,640
2020-03-11 22:53 2020-03-09 FNB FNB CORP/PA/ Mencini Frank C Director BUY $8.41 2,000 $16,816 45,523
2020-03-11 21:09 2020-03-10 FNLC First Bancorp, Inc /ME/ Parady Steven Officer BUY $23.64 120 $2,837 3,406
2020-03-11 20:40 2020-03-10 FISI FINANCIAL INSTITUTIONS INC Glaser Robert M Director BUY $20.68 2,000 $41,360 20,336
2020-03-12 00:10 2020-03-09 PNC PNC FINANCIAL SERVICES GROUP, INC. Feldstein Andrew T Director BUY $102.39 24,415 $2,499,730 29,623
2020-03-11 23:39 2020-03-11 NKSH NATIONAL BANKSHARES INC Dooley John Elliott Director BUY $30.37 650 $19,740 6,100
2020-03-12 03:21 2020-03-11 WAFD WAFD INC STEWART CORY D Officer BUY $26.00 1,919 $49,894 9,959
2020-03-11 16:57 2020-03-10 NKSH NATIONAL BANKSHARES INC Green Charles E III Director BUY $30.06 1,100 $33,066 42,238
2020-03-11 22:24 2020-03-11 VLY VALLEY NATIONAL BANCORP Robbins Ira Director, Officer BUY $7.58 2,500 $18,950 217,225
2020-03-11 22:20 2020-03-11 VLY VALLEY NATIONAL BANCORP LENNER MARC J Director BUY $7.64 2,650 $20,246 2,650
2020-03-11 18:15 2020-03-11 BANF BANCFIRST CORP /OK/ Starks Ken Officer BUY $36.43 1,000 $36,430 1,000
2020-03-12 03:59 2020-03-11 WAFD WAFD INC Smith Barbara Director BUY $25.71 1,000 $25,710 27,693
2020-03-11 23:11 2020-03-09 BOKF BOK FINANCIAL CORP COFFEY JOHN W Director BUY $50.39 2,000 $100,780 5,600
2020-03-11 22:52 2020-03-09 FNB FNB CORP/PA/ HORMELL ROBERT A Director BUY $8.40 300 $2,520 74,719
2020-03-11 22:51 2020-03-10 FNB FNB CORP/PA/ STRIMBU WILLIAM J Director BUY $8.62 2,400 $20,688 109,151
2020-03-12 00:08 2020-03-10 ATLO AMES NATIONAL CORP LARSON JAMES R II Director BUY $22.91 1,335 $30,579 2,100
2020-03-11 23:09 2020-03-09 ATLO AMES NATIONAL CORP Benson David W. Director BUY $24.20 500 $12,100 1,549
2020-03-11 22:59 2020-03-10 ATLO AMES NATIONAL CORP POHLMAN THOMAS H Director BUY $23.00 500 $11,500 500
2020-03-11 22:52 2020-03-11 ATLO AMES NATIONAL CORP Bauer Scott T BUY $22.50 215 $4,838 2,329
2020-03-11 22:32 2020-03-11 ATLO AMES NATIONAL CORP PIERSCHBACHER JOHN L Director BUY $22.50 1,500 $33,750 6,500
2020-03-11 19:44 2020-03-10 ATLO AMES NATIONAL CORP MCGILL STEPHEN C BUY $25.01 100 $2,501 2,950
2020-03-11 19:39 2020-03-10 ATLO AMES NATIONAL CORP Hagan Patrick G Director BUY $24.12 400 $9,646 1,786
2020-03-11 19:25 2020-03-10 ATLO AMES NATIONAL CORP NELSON JOHN PATRICK Director BUY $22.95 1,089 $24,993 9,590
2020-03-11 23:04 2020-03-09 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B THOMPSON G KENNEDY Director BUY $42.26 3,000 $126,780 14,826
2020-03-11 22:11 2020-03-10 FDBC FIDELITY D & D BANCORP INC COGNETTI JOHN T Director, Officer BUY $52.74 6 $297 7,273
2020-03-11 22:02 2020-03-10 FDBC FIDELITY D & D BANCORP INC Joyce William J. Sr. Director BUY $52.75 1 $27 3,148
2020-03-11 20:42 2020-03-10 SMBK SMARTFINANCIAL INC. Ogle David Austin Director BUY $16.20 4,600 $74,520 174,579
2020-03-11 19:31 2020-03-10 SMBK SMARTFINANCIAL INC. Berke Monique Director BUY $16.97 500 $8,485 10,012
2020-03-11 19:56 2020-03-10 OCFC OCEANFIRST FINANCIAL CORP Katsoulis Nicos Director BUY $16.83 2,000 $33,660 7,635
2020-03-10 16:05 2020-03-09 BANF BANCFIRST CORP /OK/ Goyne Joe Director, Officer BUY $38.12 500 $19,060 2,600
2020-03-10 23:22 2020-03-06 CASH PATHWARD FINANCIAL, INC. Kramer Michael Robert Director SELL $32.00 5,000 $160,000 53,830
2020-03-10 19:40 2020-03-09 NKSH NATIONAL BANKSHARES INC Fitzwater Norman V III Director BUY $32.90 668 $21,977 5,668
2020-03-10 19:15 2020-03-10 WSBC WESBANCO INC OWEN RONALD W. Director BUY $25.81 3,850 $99,386 17,940
2020-03-10 22:49 2020-03-10 NKSH NATIONAL BANKSHARES INC Dooley John Elliott Director BUY $29.00 350 $10,150 5,450
2020-03-11 00:00 2020-03-10 SNV SYNOVUS FINANCIAL CORP BUTLER STEPHEN T Director BUY $23.73 2,120 $50,308 112,302
2020-03-11 01:03 2020-03-10 WAFD WAFD INC Tabbutt Mark Director BUY $25.72 15,000 $385,800 88,493
2020-03-10 22:59 2020-03-10 FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/ Tomb Matthew C Officer BUY $9.82 3,000 $29,460 59,647
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.