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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
2020-03-02 18:01 2020-02-28 BANF BANCFIRST CORP /OK/ RAINBOLT H E Director BUY $50.91 1,000 $50,909 1,106
2020-03-02 18:02 2020-02-28 NCBS NICOLET BANKSHARES INC MERKATORIS SUSAN L Director BUY $66.50 543 $36,110 100,000
2020-03-02 19:23 2020-02-28 ATLO AMES NATIONAL CORP NELSON JOHN PATRICK Director BUY $25.87 966 $24,990 8,501
2020-03-03 00:24 2020-02-27 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B THOMPSON G KENNEDY Director BUY $54.60 5,000 $272,990 2,000
2020-03-03 00:22 2020-02-28 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B INGRAM DAVID B Director BUY $53.10 19,000 $1,008,900 77,367
2020-03-03 00:17 2020-02-28 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Galante Joseph C Director BUY $52.25 1,500 $78,375 23,179
2020-03-03 00:13 2020-03-02 FDBC FIDELITY D & D BANCORP INC O'Brien Timothy P Officer BUY $0.00 500 $0 8,632
2020-03-02 18:52 2020-02-28 PFIS PEOPLES FINANCIAL SERVICES CORP. Aubrey William E II Director BUY $43.91 2,500 $109,780 37,500
2020-02-29 00:29 2020-02-27 CFR CULLEN/FROST BANKERS, INC. Avery Chris Director BUY $83.90 4,000 $335,600 9,000
2020-02-28 23:45 2020-02-28 FNLC First Bancorp, Inc /ME/ Rosborough Mark N Director BUY $26.84 3,000 $80,532 129,425
2020-02-29 00:04 2020-02-26 TBBK Bancorp, Inc. Mielke Daniela Director BUY $13.35 3,690 $49,243 5,490
2020-02-28 22:32 2020-02-28 BANF BANCFIRST CORP /OK/ BRAND DENNIS L Director, Officer BUY $51.93 4,000 $207,720 14,000
2020-02-28 02:08 2020-02-25 BANF BANCFIRST CORP /OK/ Goyne Joe Director, Officer BUY $55.33 1,500 $83,000 1,500
2020-02-28 00:15 2020-02-26 HBAN HUNTINGTON BANCSHARES INC /MD/ STEINOUR STEPHEN D Director, Officer BUY $13.02 18,750 $244,071 5,294,740
2020-02-27 23:48 2020-02-27 OCFC OCEANFIRST FINANCIAL CORP Katsoulis Nicos Director BUY $21.35 2,000 $42,700 3,190
2020-02-27 00:05 2020-02-26 TBBK Bancorp, Inc. COHEN DANIEL G Director SELL $13.41 25,000 $335,368 132,403
2020-02-26 17:00 2020-02-25 PFIS PEOPLES FINANCIAL SERVICES CORP. Aubrey William E II Director BUY $47.20 1,839 $86,801 35,000
2020-02-26 00:56 2020-02-21 COF CAPITAL ONE FINANCIAL CORP Blackley Richard Scott Officer SELL $102.51 14,817 $1,518,891 39,504
2020-02-26 01:12 2020-02-21 BOKF BOK FINANCIAL CORP BALL C FRED JR Director SELL $80.50 475 $38,238 2,740
2020-02-25 18:31 2020-02-21 LCNB LCNB CORP Johnson Craig Millis Director BUY $17.10 1,000 $17,095 2,000
2020-02-25 23:41 2020-02-24 PFIS PEOPLES FINANCIAL SERVICES CORP. Aubrey William E II Director BUY $47.00 1,405 $66,035 33,161
2020-02-24 20:36 2020-02-24 BFC Bank First Corp Ansay Michael G. Director SELL $63.01 9,270 $584,103 38,040
2020-02-25 00:11 2020-02-20 COF CAPITAL ONE FINANCIAL CORP Santos Kleber Officer SELL $101.25 2,206 $223,358 22,304
2020-02-24 18:36 2020-02-20 BANF BANCFIRST CORP /OK/ NEVILLE ROBERT M Officer SELL $59.39 1,000 $59,389 31,164
2020-02-25 01:18 2020-02-21 UMBF UMB FINANCIAL CORP Cornelius James Officer SELL $67.04 288 $19,308 4,857
2020-02-22 01:30 2020-02-20 TFC TRUIST FINANCIAL CORP Maguire Michael Baron Officer SELL $54.82 4,857 $266,270 0
2020-02-21 19:04 2020-02-14 ASRV AMERISERV FINANCIAL INC /PA/ WISE ROBERT L Director BUY $4.13 167 $692 160,972
2020-02-21 22:10 2020-02-20 SFST SOUTHERN FIRST BANCSHARES INC ELLEFSON ANNE S Director SELL $41.75 2,250 $93,940 12,545
2020-02-21 22:13 2020-02-21 SMBK SMARTFINANCIAL INC. Miller Clifton N Director SELL $20.94 5,000 $104,700 97,751
2020-02-21 23:14 2020-02-20 CBKM CONSUMERS BANCORP INC /OH/ Parkinson John W Director BUY $19.80 1,000 $19,800 3,500
2020-02-21 17:42 2020-02-19 OCFC OCEANFIRST FINANCIAL CORP BRADY STEVEN E Director OPT+S $23.46 28,484 $668,172 93,094
2020-02-21 00:46 2020-02-18 BFC Bank First Corp Ansay Michael G. Director SELL $63.52 824 $52,339 47,310
2020-02-21 00:05 2020-02-19 WBS WEBSTER FINANCIAL CORP CRAWFORD JOHN JOSEPH Director SELL $46.64 1,500 $69,965 9,099
2020-02-21 00:00 2020-02-19 ATLO AMES NATIONAL CORP MCGILL STEPHEN C BUY $27.25 100 $2,725 2,850
2020-02-21 01:32 2020-02-18 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ STEPHENS STEVEN DAN Officer SELL $45.16 8,000 $361,280 66,068
2020-02-20 00:43 2020-02-14 PNC PNC FINANCIAL SERVICES GROUP, INC. Reilly Robert Q Officer SELL $154.50 10,000 $1,545,000 114,767
2020-02-19 21:39 2020-02-18 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $23.98 166 $3,981 14,687
2020-02-20 00:33 2020-02-18 PNC PNC FINANCIAL SERVICES GROUP, INC. HANNON MICHAEL J Officer SELL $151.50 4,178 $632,954 51,842
2020-02-18 22:42 2020-02-13 BFC Bank First Corp Ansay Michael G. Director SELL $63.56 2,000 $127,115 48,134
2020-02-18 17:11 2020-02-14 N/A WILSON BANK HOLDING CO Foster` John Officer BUY $54.75 7 $383 5,565
2020-02-19 00:58 2020-02-14 CBNK Capital Bancorp Inc Curtis Kathy M Officer SELL $14.32 23,783 $340,475 74,708
2020-02-19 00:57 2020-02-13 AMTB Amerant Bancorp Inc. COPELAND FREDERICK C JR Director SELL $19.41 2,000 $38,812 13,615
2020-02-18 17:16 2020-02-14 N/A WILSON BANK HOLDING CO MCDEARMAN JOHN Officer BUY $54.75 22 $1,205 9,743
2020-02-19 03:22 2020-02-13 LARK LANDMARK BANCORP INC ALEXANDER PATRICK L Director SELL $25.03 412 $10,310 109,132
2020-02-18 23:15 2020-02-13 OCFC OCEANFIRST FINANCIAL CORP BRADY STEVEN E Director OPT+S $23.54 11,920 $280,597 93,094
2020-02-15 01:25 2020-02-12 TFC TRUIST FINANCIAL CORP Maguire Michael Baron Officer SELL $55.19 7,689 $424,356 0
2020-02-14 22:44 2020-02-13 BOKF BOK FINANCIAL CORP BALL C FRED JR Director SELL $80.88 301 $24,345 3,215
2020-02-15 00:46 2020-02-13 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Young Mark Richard Officer SELL $46.02 2,323 $106,900 11,883
2020-02-13 16:47 2020-02-12 ENBP ENB Financial Corp Hoffman Joshua E. Director BUY $22.25 1,000 $22,250 4,740
2020-02-14 00:25 2020-02-11 CBNK Capital Bancorp Inc Curtis Kathy M Officer SELL $14.74 10,000 $147,400 98,491
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.