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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
2020-01-04 01:10 2019-12-31 BFC Bank First Corp Ansay Michael G. Director SELL $70.00 229 $16,030 50,134
2020-01-03 19:44 2020-01-02 FFBC FIRST FINANCIAL BANCORP /OH/ Berta Vince Director BUY $25.44 245 $6,233 10,185
2020-01-03 19:46 2020-01-02 FFBC FIRST FINANCIAL BANCORP /OH/ Booth Cynthia O Director BUY $25.44 245 $6,233 21,500
2020-01-03 19:40 2020-01-02 FFBC FIRST FINANCIAL BANCORP /OH/ Ach J Wickliffe Director BUY $25.44 122 $3,104 24,872
2020-01-04 00:36 2020-01-02 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $41.45 12 $500 40,372
2020-01-03 19:51 2020-01-02 FFBC FIRST FINANCIAL BANCORP /OH/ olszewski richard e Director BUY $25.44 343 $8,726 53,307
2020-01-03 19:54 2020-01-02 FFBC FIRST FINANCIAL BANCORP /OH/ Rahe Maribeth S Director BUY $25.44 491 $12,491 34,438
2020-01-03 19:52 2020-01-02 FFBC FIRST FINANCIAL BANCORP /OH/ PURKRABEK KNUST SUSAN L Director BUY $25.44 245 $6,233 37,175
2020-01-03 01:29 2018-12-20 PRK PARK NATIONAL CORP /OH/ ZAZWORSKY LEON Director BUY $80.87 1,000 $80,874 9,097
2020-01-03 01:27 2018-10-25 PRK PARK NATIONAL CORP /OH/ ZAZWORSKY LEON Director BUY $91.25 1,000 $91,250 8,097
2019-12-30 22:50 2019-12-26 OCFC OCEANFIRST FINANCIAL CORP BRADY STEVEN E Director OPT+S $25.25 14,680 $370,670 93,094
2019-12-27 01:32 2019-12-23 BFC Bank First Corp Ansay Michael G. Director SELL $70.00 364 $25,480 50,363
2019-12-27 04:45 2019-12-23 CBU COMMUNITY FINANCIAL SYSTEM, INC. TRYNISKI MARK E Director, Officer OPT+S $70.45 23,691 $1,669,119 35,933
2019-12-26 17:25 2019-12-13 ASRV AMERISERV FINANCIAL INC /PA/ WISE ROBERT L Director BUY $4.25 163 $692 160,639
2019-12-23 20:19 2019-12-20 PRK PARK NATIONAL CORP /OH/ McLain Timothy S. Director SELL $104.21 500 $52,106 2,980
2019-12-24 02:46 2019-12-20 COF CAPITAL ONE FINANCIAL CORP WARNER BRADFORD H Director OPT+S $104.36 8,113 $846,673 39,430
2019-12-23 19:11 2019-12-19 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Samuel Ronald L Director SELL $64.46 500 $32,228 20,175
2019-12-24 00:09 2016-12-16 CBKM CONSUMERS BANCORP INC /OH/ PADEN FRANK L Director BUY $18.86 112 $2,109 4,800
2019-12-24 00:04 2019-12-16 CBKM CONSUMERS BANCORP INC /OH/ Goris Bradley Director BUY $18.86 321 $6,054 8,997
2019-12-20 19:20 2019-12-20 NEWT NewtekOne, Inc. Zink Gregory L Director BUY $22.75 400 $9,100 10,523
2019-12-20 18:56 2019-12-18 SFST SOUTHERN FIRST BANCSHARES INC Locke Anna T Director BUY $43.95 23 $1,000 42
2019-12-19 23:44 2019-12-17 FRME FIRST MERCHANTS CORP LORENTSON JEFFREY B Officer SELL $41.89 4,907 $205,574 12,927
2019-12-19 23:42 2019-12-17 SFST SOUTHERN FIRST BANCSHARES INC HOOPER TECUMSEH JR Director SELL $43.62 1,300 $56,705 41,297
2019-12-19 00:55 2019-12-16 BFC Bank First Corp Ansay Michael G. Director SELL $69.07 7,528 $519,983 50,727
2019-12-19 00:14 2019-12-16 COF CAPITAL ONE FINANCIAL CORP Sanjiv Yajnik Officer OPT+S $105.00 57,616 $6,049,680 111,073
2019-12-19 02:30 2019-12-17 BANC BANC OF CALIFORNIA, INC. Barker James Andrew Director BUY $16.39 10,820 $177,340 10,820
2019-12-18 23:48 2019-12-18 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $19.10 60 $1,146 28,535
2019-12-18 01:03 2019-12-13 FULT FULTON FINANCIAL CORP Stolzer Daniel R Officer SELL $17.59 6,000 $105,540 4,964
2019-12-18 00:11 2019-12-16 CASH PATHWARD FINANCIAL, INC. Theisen Sonja Anne Officer SELL $34.67 5,604 $194,294 9,245
2019-12-18 00:57 2019-12-13 KEY KEYCORP /NEW/ Schosser Douglas M Officer SELL $20.04 8,481 $169,959 33,391
2019-12-17 23:11 2019-12-16 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $24.29 164 $3,984 14,277
2019-12-17 21:30 2019-12-12 SFST SOUTHERN FIRST BANCSHARES INC HOOPER TECUMSEH JR Director SELL $43.78 1,100 $48,162 42,597
2019-12-18 02:12 2019-12-13 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director, 10% owner SELL $33.15 28,595 $947,944 26,648
2019-12-17 00:06 2019-12-13 BFC Bank First Corp Ansay Michael G. Director SELL $69.00 500 $34,500 58,255
2019-12-17 01:56 2019-12-12 CASH PATHWARD FINANCIAL, INC. Tull William David Director SELL $34.95 8,943 $312,541 336,999
2019-12-16 21:48 2019-12-12 ASRV AMERISERV FINANCIAL INC /PA/ Huerth James T Officer SELL $4.17 16,000 $66,667 2,045
2019-12-17 01:09 2019-12-12 CBU COMMUNITY FINANCIAL SYSTEM, INC. MICHAEL R KALLET Director SELL $69.23 1,500 $103,839 49,909
2019-12-17 00:37 2019-12-12 FNLC First Bancorp, Inc /ME/ SMITH STUART G Director SELL $28.91 500 $14,455 101,106
2019-12-17 00:04 2019-12-16 SMBK SMARTFINANCIAL INC. Miller Clifton N Director SELL $23.71 13,000 $308,165 13,037
2019-12-13 21:37 2019-12-12 CBNK Capital Bancorp Inc Curtis Kathy M Officer OPT+S $14.03 6,738 $94,534 98,052
2019-12-14 01:23 2019-12-13 N/A WILSON BANK HOLDING CO RICHERSON HERBERT ELMER Director BUY $54.75 15 $821 79,729
2019-12-12 19:30 2019-12-10 PNC PNC FINANCIAL SERVICES GROUP, INC. Rockey Joseph E Officer OPT+S $155.00 10,000 $1,550,000 18,750
2019-12-12 20:30 2019-12-11 CBNK Capital Bancorp Inc Curtis Kathy M Officer SELL $14.05 20,064 $281,899 82,136
2019-12-13 00:35 2019-12-10 TFC TRUIST FINANCIAL CORP VOORHEES STEVEN C Director BUY $55.16 5,000 $275,788 17,950
2019-12-13 00:35 2019-12-11 TFC TRUIST FINANCIAL CORP QUBEIN NIDO R Director SELL $54.23 2,457 $133,242 42,402
2019-12-12 18:51 2019-12-11 NCBS NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director, Officer OPT+S $73.26 7,500 $549,450 61,830
2019-12-12 18:48 2019-12-11 SFST SOUTHERN FIRST BANCSHARES INC HOOPER TECUMSEH JR Director SELL $43.42 284 $12,331 43,697
2019-12-12 18:36 2019-12-09 SFST SOUTHERN FIRST BANCSHARES INC HOOPER TECUMSEH JR Director SELL $43.26 4,366 $188,864 43,981
2019-12-12 16:51 2019-12-10 SFST SOUTHERN FIRST BANCSHARES INC ELLEFSON ANNE S Director SELL $43.28 1,500 $64,915 18,143
2019-12-13 02:42 2019-12-10 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director, 10% owner SELL $32.82 169,758 $5,571,678 305,191
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.