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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
2020-02-14 01:44 2020-02-11 FHN FIRST HORIZON CORP JORDAN D BRYAN Director, Officer OPT+S $16.58 185,434 $3,075,052 673,295
2020-02-13 23:39 2020-02-11 CFR CULLEN/FROST BANKERS, INC. FROST PATRICK B Director, Officer OPT+S $93.53 9,360 $875,441 124,021
2020-02-14 01:26 2020-02-13 FDBC FIDELITY D & D BANCORP INC Pacyna Michael J Jr Officer SELL $0.00 240 $0 4,242
2020-02-14 02:13 2020-02-12 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ANDERSON A SCOTT Officer OPT+S $46.20 4,631 $213,974 35,334
2020-02-14 02:12 2020-02-12 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ANDERSON A SCOTT Officer OPT+S $46.06 8,798 $405,275 35,947
2020-02-14 02:12 2020-02-12 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ANDERSON A SCOTT Officer SELL $46.29 1,500 $69,434 33,834
2020-02-12 18:26 2020-02-12 CMTV COMMUNITY BANCORP /VT Marvin Emma Director BUY $16.12 302 $4,868 389
2020-02-13 02:07 2020-02-11 BANF BANCFIRST CORP /OK/ SEAT DAVID Officer OPT+S $61.00 4,200 $256,200 7,500
2020-02-12 22:29 2020-02-11 SFST SOUTHERN FIRST BANCSHARES INC CUBBAGE LEIGHTON M Director SELL $40.90 1,075 $43,964 78,532
2020-02-12 20:38 2020-02-11 OCFC OCEANFIRST FINANCIAL CORP MOSS WILLIAM D Director SELL $23.48 6,623 $155,508 0
2020-02-11 19:40 2020-02-11 N/A WILSON BANK HOLDING CO WHITAKER GARY Officer BUY $54.75 59 $3,230 27,413
2020-02-12 03:57 2020-02-07 LARK LANDMARK BANCORP INC ALEXANDER PATRICK L Director SELL $25.16 10,731 $269,962 109,544
2020-02-11 22:38 2020-02-07 FDBC FIDELITY D & D BANCORP INC CALI BRIAN J Director SELL $57.16 1 $48 341,007
2020-02-12 00:45 2020-02-10 SMBK SMARTFINANCIAL INC. Welborn Wesley Miller Director, Officer BUY $21.49 5,450 $117,121 62,427
2020-02-10 23:19 2019-08-05 CFR CULLEN/FROST BANKERS, INC. Avery Chris Director BUY $90.33 9,500 $858,115 5,000
2020-02-11 03:42 2020-02-07 BOKF BOK FINANCIAL CORP BANGERT STEVEN Director SELL $79.94 12,500 $999,250 118,677
2020-02-10 20:20 2020-02-06 SFST SOUTHERN FIRST BANCSHARES INC ELLEFSON ANNE S Director SELL $40.37 450 $18,165 2,312
2020-02-07 21:17 2020-02-06 VLY VALLEY NATIONAL BANCORP MAIO PETER V Director BUY $11.25 20,000 $225,000 20,000
2020-02-07 23:35 2020-02-05 MRBK Meridian Corp Kochka Charles D. Officer BUY $11.79 689 $8,123 5,261
2020-02-07 23:35 2020-02-05 MRBK Meridian Corp Lindsay Denise Director, Officer BUY $11.79 717 $8,453 20,041
2020-02-07 18:49 2020-02-06 NWBI Northwest Bancshares, Inc. Hunter Timothy M Director BUY $15.82 10,000 $158,200 44,500
2020-02-08 00:05 2020-02-06 WBS WEBSTER FINANCIAL CORP CRAWFORD JOHN JOSEPH Director SELL $48.07 1,500 $72,104 10,599
2020-02-07 21:21 2020-02-06 VLY VALLEY NATIONAL BANCORP JONES GRAHAM O Director SELL $11.02 100,200 $1,104,204 795,173
2020-02-08 00:38 2020-02-07 ATLO AMES NATIONAL CORP MCGILL STEPHEN C BUY $26.98 100 $2,698 2,750
2020-02-07 00:17 2020-02-04 CMA COMERICA INC WEBER JAMES HARRY Officer SELL $63.54 6,500 $413,027 13,404
2020-02-07 00:17 2020-02-05 KEY KEYCORP /NEW/ Ryan Kevin Thomas Officer OPT+S $19.88 768 $15,268 83,906
2020-02-06 20:10 2020-02-06 N/A WILSON BANK HOLDING CO WHITAKER GARY Officer BUY $54.75 400 $21,900 27,354
2020-02-06 18:43 2020-02-06 N/A WILSON BANK HOLDING CO WHITAKER GARY Officer BUY $54.75 41 $2,245 26,954
2020-02-06 23:33 2020-02-05 CAC CAMDEN NATIONAL CORP CAMPBELL JOANNE T Officer SELL $47.98 4,222 $202,572 15,762
2020-02-06 20:29 2020-02-03 SFST SOUTHERN FIRST BANCSHARES INC CUBBAGE LEIGHTON M Director SELL $39.45 3,328 $131,290 79,607
2020-02-07 01:25 2020-02-05 UMBF UMB FINANCIAL CORP Cornelius James Officer SELL $69.67 550 $38,320 4,022
2020-02-07 00:58 2020-02-06 CBKM CONSUMERS BANCORP INC /OH/ Schmuck Harry W Jr Director BUY $19.80 316 $6,257 18,311
2020-02-06 19:56 2020-02-05 CBKM CONSUMERS BANCORP INC /OH/ Schmuck Harry W Jr Director BUY $19.80 339 $6,712 17,995
2020-02-05 20:27 2020-02-03 CHCO CITY HOLDING CO STRONG-TREISTER DIANE W Director BUY $76.50 700 $53,550 900
2020-02-05 18:29 2020-02-03 FUNC FIRST UNITED CORP/MD/ Rush Jason Barry Officer BUY $23.91 49 $1,174 11,044
2020-02-06 02:34 2020-02-04 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $23.90 28 $672 14,521
2020-02-05 22:34 2020-02-03 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $23.91 35 $841 14,493
2020-02-05 23:52 2020-02-03 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $40.05 12 $500 40,384
2020-02-05 17:48 2020-02-03 FUNC FIRST UNITED CORP/MD/ McCullough John Director BUY $23.90 193 $4,621 35,742
2020-02-05 18:22 2020-02-03 FUNC FIRST UNITED CORP/MD/ Ruddell Gary Director BUY $23.91 7 $174 16,883
2020-02-05 17:45 2020-02-03 FUNC FIRST UNITED CORP/MD/ RUDY IRVIN ROBERT Director BUY $23.91 12 $284 31,700
2020-02-06 00:30 2020-02-04 FHN FIRST HORIZON CORP POPWELL DAVID T Officer OPT+S $16.35 47,790 $781,271 414,291
2020-02-06 02:50 2019-11-26 LARK LANDMARK BANCORP INC BALL RICHARD Director BUY $23.94 245 $5,866 722
2020-02-05 16:34 2020-02-03 SFST SOUTHERN FIRST BANCSHARES INC ELLEFSON ANNE S Director SELL $39.87 2,250 $89,716 15,893
2020-02-06 01:25 2020-02-04 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $68.00 4,400 $299,183 2,062,586
2020-02-06 01:16 2020-02-03 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $67.11 335 $22,500 24,922
2020-02-04 21:54 2020-02-03 WABC WESTAMERICA BANCORPORATION Ensinger George S Officer OPT+S $64.63 500 $32,314 2,776
2020-02-05 00:41 2020-02-03 CASH PATHWARD FINANCIAL, INC. Kramer Michael Robert Director SELL $37.69 2,746 $103,497 55,480
2020-02-04 17:44 2020-02-03 FUNC FIRST UNITED CORP/MD/ Shockley Marisa A. Director BUY $23.36 90 $2,096 16,213
2020-02-05 00:38 2020-02-03 WBS WEBSTER FINANCIAL CORP CIULLA JOHN R Director, Officer BUY $45.25 2,300 $104,075 70,977
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.