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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
2020-02-05 00:50 2020-02-04 JPM JPMORGAN CHASE & CO Pinto Daniel E Officer SELL $135.72 15,212 $2,064,560 0
2020-02-05 00:31 2020-02-03 HBAN HUNTINGTON BANCSHARES INC /MD/ Thompson Mark E Officer OPT+S $13.78 5,856 $80,666 680,081
2020-02-03 23:49 2020-02-03 AROW Arrow Financial Corporation O'Conor Raymond F Director SELL $35.09 300 $10,527 44,349
2020-02-03 23:16 2020-01-31 FNB FNB CORP/PA/ CAMPBELL WILLIAM B Director BUY $11.92 2,000 $23,846 89,100
2020-02-04 01:25 2020-02-03 UBFO UNITED SECURITY BANCSHARES EYTCHESON DAVID L Officer BUY $9.92 1,160 $11,508 106,318
2020-02-03 22:57 2020-01-31 SFST SOUTHERN FIRST BANCSHARES INC CUBBAGE LEIGHTON M Director SELL $39.89 27 $1,077 82,935
2020-02-04 01:20 2020-01-31 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $66.60 5,364 $357,236 185,014
2020-02-04 01:16 2020-01-31 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $66.79 9,410 $628,511 190,378
2020-02-04 01:13 2020-01-31 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $67.25 4,377 $294,356 199,788
2020-02-04 01:08 2020-01-31 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer OPT+S $67.90 2,971 $201,718 204,165
2020-02-01 01:01 2020-01-31 CASH PATHWARD FINANCIAL, INC. Goik Michael K Officer SELL $36.80 12,300 $452,640 166,194
2020-01-31 17:54 2020-01-30 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Samuel Ronald L Director SELL $59.45 500 $29,725 18,357
2020-02-01 00:36 2020-01-31 CBKM CONSUMERS BANCORP INC /OH/ WOOD RENEE Officer BUY $19.89 150 $2,984 10,430
2020-02-01 00:29 2020-01-31 CBKM CONSUMERS BANCORP INC /OH/ Schmuck Harry W Jr Director BUY $19.89 345 $6,862 17,656
2020-01-31 01:09 2020-01-30 WSBC WESBANCO INC Knouse-Snyder Denise H Director BUY $32.87 820 $26,953 2,070
2020-01-31 01:18 2020-01-29 WSBC WESBANCO INC STEMLER KERRY M Director BUY $33.00 1,516 $50,026 97,539
2020-01-31 01:42 2020-01-30 CBKM CONSUMERS BANCORP INC /OH/ Parkinson John W Director BUY $19.75 895 $17,676 5,000
2020-01-30 01:27 2020-01-27 HBAN HUNTINGTON BANCSHARES INC /MD/ NEU RICHARD W Director BUY $13.52 5,900 $79,765 217,416
2020-01-29 22:56 2020-01-10 PFIS PEOPLES FINANCIAL SERVICES CORP. LOCHEN RICHARD S JR Director BUY $49.34 30 $1,500 8,281
2020-01-28 18:38 2020-01-27 CMTV COMMUNITY BANCORP /VT Marvin Emma Director BUY $16.04 87 $1,395 87
2020-01-28 21:36 2020-01-24 FNB FNB CORP/PA/ Bena Pamela A Director BUY $12.07 500 $6,035 22,488
2020-01-28 19:17 2020-01-27 NCBS NICOLET BANKSHARES INC Madson Patrick Joseph Officer SELL $70.77 1,000 $70,770 12,277
2020-01-28 19:08 2020-01-24 NCBS NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director, Officer OPT+S $71.45 5,851 $418,054 58,552
2020-01-28 18:59 2020-01-24 NCBS NICOLET BANKSHARES INC DANIELS MICHAEL E Director, Officer OPT+S $71.45 5,852 $418,125 72,114
2020-01-29 00:37 2020-01-27 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Forney Alan M Officer OPT+S $46.47 3,029 $140,744 8,691
2020-01-28 01:14 2020-01-27 JPM JPMORGAN CHASE & CO Petno Douglas B Officer SELL $131.94 62,085 $8,191,756 304,669
2020-01-28 02:30 2020-01-23 WSFS WSFS FINANCIAL CORP EDDENS PEGGY H Officer OPT+S $41.01 50,667 $2,077,686 31,738
2020-01-25 00:11 2020-01-22 COF CAPITAL ONE FINANCIAL CORP Sanjiv Yajnik Officer SELL $107.01 13,925 $1,490,114 97,148
2020-01-24 21:35 2020-01-22 WABC WESTAMERICA BANCORPORATION SYLVESTER EDWARD B Director SELL $66.13 5,000 $330,658 57,490
2020-01-23 23:27 2020-01-15 ASRV AMERISERV FINANCIAL INC /PA/ WISE ROBERT L Director BUY $4.17 166 $692 160,804
2020-01-23 22:27 2019-02-17 UBOH UNITED BANCSHARES INC/OH ROACH DAVID P Director BUY $22.42 131 $2,937 5,628
2020-01-22 22:11 2020-01-17 PNC PNC FINANCIAL SERVICES GROUP, INC. BUNCH CHARLES E Director BUY $153.11 1,000 $153,110 4,781
2020-01-17 20:57 2020-01-17 N/A WILSON BANK HOLDING CO Swain Clinton M. Director BUY $54.75 400 $21,900 2,579
2020-01-18 00:22 2020-01-15 JPM JPMORGAN CHASE & CO Erdoes Mary E. Officer BUY $100.00 51,000 $5,100,000 51,000
2020-01-16 22:42 2020-01-15 NWBI Northwest Bancshares, Inc. McTavish Julia W Officer OPT+S $16.41 9,000 $147,656 72,223
2020-01-17 00:07 2020-01-15 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $24.01 166 $3,986 14,443
2020-01-17 00:24 2020-01-15 JPM JPMORGAN CHASE & CO HOBSON MELLODY L Director BUY $136.39 14,600 $1,991,253 124,155
2020-01-16 01:55 2020-01-15 JPM JPMORGAN CHASE & CO Piepszak Jennifer Officer OPT+S $137.05 8,312 $1,139,140 6,470
2020-01-16 01:55 2020-01-15 JPM JPMORGAN CHASE & CO Scher Peter Officer OPT+S $137.11 21,949 $3,009,403 2,184
2020-01-16 01:55 2020-01-15 JPM JPMORGAN CHASE & CO Giles Nicole Officer OPT+S $137.10 3,015 $413,364 7,717
2020-01-16 01:55 2020-01-15 JPM JPMORGAN CHASE & CO Friedman Stacey Officer OPT+S $137.10 6,441 $883,051 30,091
2020-01-16 01:55 2020-01-15 JPM JPMORGAN CHASE & CO BACON ASHLEY Officer OPT+S $137.11 25,558 $3,504,211 120,888
2020-01-16 01:55 2020-01-15 JPM JPMORGAN CHASE & CO Lake Marianne Officer OPT+S $137.10 9,415 $1,290,826 49,980
2020-01-16 01:55 2020-01-15 JPM JPMORGAN CHASE & CO Erdoes Mary E. Officer OPT+S $137.11 29,597 $4,058,163 458,658
2020-01-16 01:55 2020-01-15 JPM JPMORGAN CHASE & CO Smith Gordon Officer OPT+S $137.04 14,750 $2,021,325 21,075
2020-01-15 18:30 2019-12-10 NCBS NICOLET BANKSHARES INC McClone Dustin James Director SELL $0.00 909 $0 0
2020-01-10 00:40 2020-01-08 CHCO CITY HOLDING CO FISHER ROBERT D Director BUY $81.26 161 $13,082 33,463
2020-01-10 00:41 2020-01-08 CHCO CITY HOLDING CO HYLTON TRACY W II Director BUY $81.26 149 $12,107 48,836
2020-01-07 23:31 2020-01-02 AROW Arrow Financial Corporation O'Conor Raymond F Director SELL $37.79 300 $11,337 44,649
2020-01-07 23:31 2019-12-09 AROW Arrow Financial Corporation HOY THOMAS L Director SELL $35.57 1,000 $35,570 190,834
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.