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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2019-12-13 01:10 | 2019-12-12 | CBKM | CONSUMERS BANCORP INC /OH/ | Mueller Phillip R. | Director | BUY | $18.99 | 450 | $8,546 | 2,896 |
| 2019-12-12 00:36 | 2019-12-09 | CASH | PATHWARD FINANCIAL, INC. | Tull William David | Director | SELL | $35.03 | 25,604 | $896,867 | 341,679 |
| 2019-12-12 00:39 | 2019-12-10 | CASH | PATHWARD FINANCIAL, INC. | Stork Kendall E | Director | SELL | $35.03 | 1,000 | $35,034 | 11,363 |
| 2019-12-11 19:50 | 2019-12-10 | CBNK | Capital Bancorp Inc | Curtis Kathy M | Officer | SELL | $14.04 | 10,000 | $140,400 | 102,200 |
| 2019-12-11 23:55 | 2019-12-11 | BOKF | BOK FINANCIAL CORP | BANGERT STEVEN | Director | SELL | $84.63 | 6,041 | $511,250 | 0 |
| 2019-12-11 18:34 | 2019-12-10 | NCBS | NICOLET BANKSHARES INC | Lawson Ann Kuchera | Officer | SELL | $73.88 | 500 | $36,940 | 27,794 |
| 2019-12-11 18:10 | 2019-12-09 | NCBS | NICOLET BANKSHARES INC | Vogel Michael Joseph | Officer | SELL | $73.46 | 2,000 | $146,911 | 14,761 |
| 2019-12-12 00:29 | 2019-12-09 | LARK | LANDMARK BANCORP INC | ALEXANDER PATRICK L | Director | SELL | $23.68 | 2,046 | $48,446 | 114,833 |
| 2019-12-10 23:50 | 2019-12-10 | BOKF | BOK FINANCIAL CORP | Finley Jack E. | Director | SELL | $84.62 | 225 | $19,039 | 525 |
| 2019-12-10 22:35 | 2019-12-05 | BDGE | Dime Community Bancshares, Inc. /NY/ | Rubin Daniel | Director | SELL | $33.01 | 2,600 | $85,831 | 23,314 |
| 2019-12-11 00:16 | 2019-12-06 | COF | CAPITAL ONE FINANCIAL CORP | Slocum Michael | Officer | SELL | $101.06 | 20,844 | $2,106,495 | 48,629 |
| 2019-12-10 00:11 | 2019-12-06 | USB | US BANCORP DE | Kotwal Shailesh M | Officer | OPT+S | $60.24 | 42,896 | $2,584,055 | 53,290 |
| 2019-12-09 23:35 | 2019-12-09 | NWBI | Northwest Bancshares, Inc. | SMELKO MICHAEL G | Officer | OPT+S | $16.60 | 12,931 | $214,711 | 79,596 |
| 2019-12-09 23:32 | 2019-12-06 | NWBI | Northwest Bancshares, Inc. | SMELKO MICHAEL G | Officer | OPT+S | $16.60 | 62,369 | $1,035,394 | 79,596 |
| 2019-12-09 18:16 | 2019-12-05 | NWBI | Northwest Bancshares, Inc. | SMELKO MICHAEL G | Officer | OPT+S | $16.60 | 25,684 | $426,383 | 79,596 |
| 2019-12-09 18:17 | 2019-12-06 | BANF | BANCFIRST CORP /OK/ | Harlow David R | Officer | OPT+S | $60.00 | 20,000 | $1,200,000 | 0 |
| 2019-12-10 01:25 | 2019-12-06 | TBBK | Bancorp, Inc. | Kozlowski Damian | Director, Officer | BUY | $11.45 | 4,460 | $51,056 | 2,230 |
| 2019-12-10 00:47 | 2019-12-05 | FRME | FIRST MERCHANTS CORP | CHAFFIN H DOUGLAS | Director | SELL | $40.16 | 5,484 | $220,237 | 46,755 |
| 2019-12-10 00:35 | 2019-12-09 | AROW | Arrow Financial Corporation | DAKE GARY C | Director | SELL | $35.35 | 1,909 | $67,483 | 31,248 |
| 2019-12-10 01:45 | 2019-12-09 | FFBC | FIRST FINANCIAL BANCORP /OH/ | DAVIS CLAUDE E | Director, Officer | SELL | $24.52 | 25,000 | $613,095 | 304,860 |
| 2019-12-10 01:05 | 2019-12-05 | UMBF | UMB FINANCIAL CORP | Terry Thomas S | Officer | OPT+S | $67.27 | 330 | $22,198 | 28,493 |
| 2019-12-06 23:54 | 2019-12-05 | WSFS | WSFS FINANCIAL CORP | GREENPLATE PAUL S | Officer | OPT+S | $43.52 | 6,072 | $264,229 | 5,288 |
| 2019-12-06 02:02 | 2019-12-04 | CASH | PATHWARD FINANCIAL, INC. | Tull William David | Director | SELL | $35.13 | 40,000 | $1,405,004 | 353,480 |
| 2019-12-05 19:05 | 2019-12-03 | PNC | PNC FINANCIAL SERVICES GROUP, INC. | Parsley E William III | Officer | SELL | $149.50 | 20,000 | $2,990,016 | 88,620 |
| 2019-12-05 22:07 | 2019-12-04 | CBKM | CONSUMERS BANCORP INC /OH/ | PADEN FRANK L | Director | BUY | $19.30 | 250 | $4,825 | 4,688 |
| 2019-12-04 18:45 | 2019-12-02 | BDGE | Dime Community Bancshares, Inc. /NY/ | Rubin Daniel | Director | SELL | $32.75 | 500 | $16,375 | 25,914 |
| 2019-12-04 22:32 | 2019-12-02 | FRME | FIRST MERCHANTS CORP | Lehman Gary | Director | BUY | $40.64 | 41 | $1,667 | 39,690 |
| 2019-12-05 00:05 | 2019-12-02 | COF | CAPITAL ONE FINANCIAL CORP | Berson Jory A | Officer | OPT+S | $99.89 | 42,764 | $4,271,657 | 50,699 |
| 2019-12-04 22:31 | 2019-12-02 | FRME | FIRST MERCHANTS CORP | Sherman Patrick A | Director | BUY | $40.64 | 12 | $500 | 39,771 |
| 2019-12-05 00:01 | 2019-12-03 | CBU | COMMUNITY FINANCIAL SYSTEM, INC. | MICHAEL R KALLET | Director | SELL | $66.62 | 1,500 | $99,930 | 51,409 |
| 2019-12-05 01:48 | 2019-12-02 | UMBF | UMB FINANCIAL CORP | GRAVES GREG M | Director | BUY | $66.97 | 15 | $1,000 | 23,675 |
| 2019-12-04 00:10 | 2019-11-29 | COF | CAPITAL ONE FINANCIAL CORP | Newkirk Christopher T | Officer | SELL | $99.85 | 5,975 | $596,604 | 29,056 |
| 2019-12-04 00:07 | 2019-11-29 | COF | CAPITAL ONE FINANCIAL CORP | Borgmann Kevin S. | Officer | OPT+S | $99.92 | 78,695 | $7,863,204 | 40,868 |
| 2019-12-03 23:05 | 2019-12-02 | CBU | COMMUNITY FINANCIAL SYSTEM, INC. | STEELE SALLY A | Director | OPT+S | $67.66 | 3,631 | $245,661 | 56,602 |
| 2019-12-03 18:47 | 2019-12-02 | CMTV | COMMUNITY BANCORP /VT | COUTURE JACQUES R | Director | BUY | $16.00 | 1,000 | $16,000 | 25,817 |
| 2019-12-04 03:06 | 2019-12-03 | BANC | BANC OF CALIFORNIA, INC. | WOLFF JARED M | Director, Officer | BUY | $15.18 | 16,500 | $250,508 | 29,500 |
| 2019-12-03 01:08 | 2019-11-27 | BFC | Bank First Corp | Ansay Michael G. | Director | SELL | $69.32 | 4,659 | $322,955 | 58,755 |
| 2019-12-03 01:17 | 2019-12-02 | AROW | Arrow Financial Corporation | O'Conor Raymond F | Director | SELL | $35.62 | 300 | $10,686 | 45,149 |
| 2019-12-02 23:41 | 2019-11-29 | LCNB | LCNB CORP | Smiley John F | Officer | SELL | $18.50 | 211 | $3,904 | 92,304 |
| 2019-11-27 23:17 | 2019-11-26 | CBU | COMMUNITY FINANCIAL SYSTEM, INC. | MacPherson Kerrie D. | Director | BUY | $67.62 | 368 | $24,884 | 368 |
| 2019-11-28 00:44 | 2019-11-25 | BBT | TRUIST FINANCIAL CORP | Standridge Brantley J | Officer | SELL | $54.90 | 8,580 | $471,042 | 12,059 |
| 2019-11-27 19:09 | 2019-11-26 | CMTV | COMMUNITY BANCORP /VT | AUSTIN KATHRYN M | Director, Officer | BUY | $16.00 | 750 | $12,000 | 12,264 |
| 2019-11-27 23:21 | 2019-11-26 | RF | REGIONS FINANCIAL CORP | Keenan David R. | Officer | OPT+S | $16.65 | 30,658 | $510,348 | 96,990 |
| 2019-11-27 23:21 | 2019-11-26 | PNFP | Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B | Brock Charles E | Director | OPT+S | $61.02 | 2,746 | $167,550 | 36,304 |
| 2019-11-27 19:09 | 2019-11-26 | PNFP | Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B | Samuel Ronald L | Director | SELL | $61.07 | 500 | $30,535 | 20,675 |
| 2019-11-27 00:30 | 2019-11-22 | BBT | TRUIST FINANCIAL CORP | Wilson Donta L | Officer | SELL | $54.66 | 10,656 | $582,478 | 4,044 |
| 2019-11-26 22:06 | 2019-11-26 | NWBI | Northwest Bancshares, Inc. | Meegan John P | Director | OPT+S | $16.80 | 6,000 | $100,792 | 59,350 |
| 2019-11-27 00:04 | 2019-11-25 | TBBK | Bancorp, Inc. | COHEN DANIEL G | Director | SELL | $10.79 | 30,000 | $323,562 | 157,403 |
| 2019-11-27 00:08 | 2019-11-22 | COF | CAPITAL ONE FINANCIAL CORP | FINNERAN JOHN G JR | Officer | SELL | $98.02 | 3,607 | $353,558 | 91,792 |
| 2019-11-26 22:43 | 2019-11-25 | CHCO | CITY HOLDING CO | HAGEBOECK CHARLES R | Director, Officer | SELL | $80.83 | 1,709 | $138,132 | 50,800 |
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.