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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
2020-03-10 18:21 2020-03-09 FNB FNB CORP/PA/ DELIE VINCENT J JR Director, Officer BUY $8.29 10,000 $82,900 457,381
2020-03-10 18:42 2020-03-09 BANF BANCFIRST CORP /OK/ BRAND DENNIS L Director, Officer BUY $40.47 4,000 $161,870 18,000
2020-03-10 21:16 2020-03-09 ASRV AMERISERV FINANCIAL INC /PA/ STOPKO JEFFREY A Officer BUY $3.95 2,000 $7,900 73,439
2020-03-10 17:17 2020-03-10 NEWT NewtekOne, Inc. SLOANE BARRY Director, Officer BUY $16.35 1,000 $16,350 1,040,594
2020-03-10 17:59 2020-03-09 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B INGRAM DAVID B Director BUY $42.77 20,000 $855,496 98,792
2020-03-10 22:17 2020-03-06 CFBK CF BANKSHARES INC. O'Dell Timothy T Director, Officer BUY $13.40 1,000 $13,400 197,248
2020-03-11 01:06 2020-03-09 SMBK SMARTFINANCIAL INC. Miller Ted Charles Director BUY $19.01 10,000 $190,100 128,458
2020-03-11 00:11 2020-03-09 CBKM CONSUMERS BANCORP INC /OH/ Parkinson John W Director BUY $16.99 500 $8,495 4,700
2020-03-11 00:01 2020-03-09 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $17.75 1,000 $17,750 29,571
2020-03-10 00:00 2020-03-09 SNV SYNOVUS FINANCIAL CORP Stallworth John L. Director BUY $22.63 2,200 $49,786 8,027
2020-03-10 00:00 2020-03-09 SNV SYNOVUS FINANCIAL CORP Blair Kevin S. Officer BUY $22.63 4,413 $99,866 132,982
2020-03-10 00:00 2020-03-09 SNV SYNOVUS FINANCIAL CORP Stelling Kessel D Director, Officer BUY $23.30 10,000 $233,000 339,412
2020-03-09 18:12 2020-03-09 NEWT NewtekOne, Inc. SLOANE BARRY Director, Officer BUY $16.30 2,000 $32,590 1,039,594
2020-03-09 22:40 2020-03-09 HAFC HANMI FINANCIAL CORP SANTAROSA ROMOLO Officer BUY $13.21 1,000 $13,213 37,142
2020-03-09 21:59 2020-03-09 PFIS PEOPLES FINANCIAL SERVICES CORP. Aubrey William E II Director BUY $39.98 1,500 $59,967 39,000
2020-03-07 01:00 2020-03-06 BANF BANCFIRST CORP /OK/ Goyne Joe Director, Officer BUY $48.67 600 $29,200 2,100
2020-03-07 01:00 2020-03-05 SNV SYNOVUS FINANCIAL CORP GREGORY ANDREW J. JR. Officer BUY $26.86 5,000 $134,300 27,423
2020-03-06 22:01 2020-03-05 FRME FIRST MERCHANTS CORP Marhenke Michael C Director BUY $33.66 10,000 $336,570 18,889
2020-03-06 17:32 2020-03-05 NKSH NATIONAL BANKSHARES INC MILLER MARY G Director BUY $34.88 597 $20,823 4,257
2020-03-06 18:02 2020-03-04 NCBS NICOLET BANKSHARES INC Madson Patrick Joseph Officer SELL $67.54 2,000 $135,080 9,152
2020-03-05 18:50 2020-02-27 FNB FNB CORP/PA/ Bena Pamela A Director BUY $10.59 1,000 $10,586 23,488
2020-03-06 02:33 2020-03-04 CFR CULLEN/FROST BANKERS, INC. Avery Chris Director BUY $78.59 3,000 $235,770 12,000
2020-03-05 22:31 2020-03-04 FNB FNB CORP/PA/ CHIAFULLO JAMES D Director BUY $9.98 15,000 $149,700 81,847
2020-03-05 20:06 2020-03-05 HAFC HANMI FINANCIAL CORP SANTAROSA ROMOLO Officer BUY $14.93 1,000 $14,928 36,142
2020-03-05 19:08 2020-03-04 FDBC FIDELITY D & D BANCORP INC CALI BRIAN J Director, Officer SELL $54.79 0 $24 340,492
2020-03-06 05:24 2020-03-03 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B MCCABE ROBERT A JR Director, Officer SELL $54.07 21,820 $1,179,873 359,618
2020-03-05 01:53 2020-03-02 BFC Bank First Corp Molepske Michael B. Director BUY $60.45 2,492 $150,631 89,394
2020-03-04 17:56 2020-03-02 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $37.25 13 $500 40,397
2020-03-04 23:29 2020-03-04 FDBC FIDELITY D & D BANCORP INC Joyce William J. Sr. Director BUY $53.00 200 $10,600 3,147
2020-03-04 23:31 2020-03-03 OCFC OCEANFIRST FINANCIAL CORP Ho Angela K Officer SELL $20.96 539 $11,295 8,786
2020-03-04 23:29 2020-03-03 OCFC OCEANFIRST FINANCIAL CORP GIORDANO ANTHONY III SELL $20.77 1,247 $25,906 20,423
2020-03-04 23:25 2020-03-03 OCFC OCEANFIRST FINANCIAL CORP Vallacchi Grace Officer SELL $20.96 1,218 $25,523 37,432
2020-03-04 23:22 2020-03-03 OCFC OCEANFIRST FINANCIAL CORP ESTEP MICHELE B SELL $20.96 1,343 $28,143 58,446
2020-03-04 23:20 2020-03-03 OCFC OCEANFIRST FINANCIAL CORP Lebel Joseph III SELL $20.96 1,510 $31,642 94,275
2020-03-04 23:16 2020-03-03 OCFC OCEANFIRST FINANCIAL CORP Maher Christopher Director, Officer SELL $20.96 3,445 $72,190 169,734
2020-03-04 00:14 2020-02-28 COF CAPITAL ONE FINANCIAL CORP Cooper Matthew W Officer SELL $86.06 15,231 $1,310,829 25,529
2020-03-03 23:22 2020-02-28 PNC PNC FINANCIAL SERVICES GROUP, INC. Feldstein Andrew T Director BUY $123.49 24,168 $2,984,506 19,856
2020-03-03 23:26 2020-03-02 PNC PNC FINANCIAL SERVICES GROUP, INC. Lyons Michael P. Officer SELL $128.93 15,900 $2,049,955 141,610
2020-03-04 00:19 2020-02-28 CMA COMERICA INC Burkhart Megan D Officer SELL $51.27 4,084 $209,403 26,454
2020-03-03 18:07 2020-03-02 CBNK Capital Bancorp Inc Curtis Kathy M Officer SELL $14.01 3,783 $53,000 70,925
2020-03-03 22:08 2020-02-28 WFC WELLS FARGO & COMPANY/MN DALEY WILLIAM M Officer BUY $40.99 11,100 $454,989 5,500
2020-03-03 19:33 2020-03-02 SFST SOUTHERN FIRST BANCSHARES INC CUBBAGE LEIGHTON M Director SELL $37.84 1,500 $56,764 77,032
2020-03-04 00:29 2020-03-02 UMBF UMB FINANCIAL CORP Rine James D Officer OPT+S $60.54 224 $13,561 18,942
2020-03-04 00:05 2020-03-02 CBKM CONSUMERS BANCORP INC /OH/ Parkinson John W Director BUY $19.25 700 $13,475 4,200
2020-03-03 00:49 2020-02-27 MRBK Meridian Corp Imbesi Anthony Mark Director BUY $15.24 5,250 $80,010 184,507
2020-03-03 00:03 2020-03-02 AROW Arrow Financial Corporation O'Conor Raymond F Director SELL $31.80 300 $9,540 44,049
2020-03-03 00:02 2020-03-02 TBBK Bancorp, Inc. Mielke Daniela Director BUY $12.51 8,000 $100,112 8,000
2020-03-02 17:41 2020-02-27 NKSH NATIONAL BANKSHARES INC BALL LAWRENCE J Director BUY $36.00 1,000 $36,000 8,000
2020-03-03 00:26 2020-02-26 TBBK Bancorp, Inc. COHEN DANIEL G Director SELL $13.41 25,000 $335,368 102,403
2020-03-03 00:23 2019-11-25 TBBK Bancorp, Inc. COHEN DANIEL G Director SELL $10.79 30,000 $323,562 127,403
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.