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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
2019-10-22 22:46 2019-10-22 BANF BANCFIRST CORP /OK/ SCHMIDT DARRYL Officer SELL $59.22 5,000 $296,083 35,000
2019-10-22 21:22 2019-10-21 CBKM CONSUMERS BANCORP INC /OH/ MCCLELLAN LAURIE L Director BUY $18.42 500 $9,210 133,700
2019-10-22 00:03 2019-10-21 BANF BANCFIRST CORP /OK/ SEAT DAVID Officer OPT+S $59.13 4,000 $236,500 7,500
2019-10-21 20:54 2019-09-13 ASRV AMERISERV FINANCIAL INC /PA/ WISE ROBERT L Director BUY $4.17 332 $1,383 159,404
2019-10-21 23:28 2019-10-21 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $18.54 265 $4,912 27,475
2019-10-18 23:31 2019-10-17 BAC BANK OF AMERICA CORP /DE/ Knox Kathleen A. Officer SELL $30.23 40,000 $1,209,200 43,744
2019-10-17 23:17 2019-10-17 JPM JPMORGAN CHASE & CO Pinto Daniel E Officer SELL $120.51 53,000 $6,387,200 79,410
2019-10-17 23:06 2019-10-15 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $23.33 171 $3,989 13,870
2019-10-17 23:17 2019-10-16 JPM JPMORGAN CHASE & CO Smith Gordon Officer SELL $119.98 83,289 $9,992,873 393,197
2019-10-16 20:59 2019-10-15 AROW Arrow Financial Corporation DAKE GARY C Director SELL $32.22 3,500 $112,770 35,383
2019-10-15 23:07 2019-10-15 AROW Arrow Financial Corporation O'Conor Raymond F Director SELL $32.60 300 $9,780 45,498
2019-10-04 17:18 2019-10-03 CHCO CITY HOLDING CO FISHER ROBERT D Director BUY $73.57 135 $9,932 32,768
2019-10-04 17:19 2019-10-03 CHCO CITY HOLDING CO HYLTON TRACY W II Director BUY $73.57 125 $9,196 48,157
2019-10-03 16:29 2019-10-01 FFBC FIRST FINANCIAL BANCORP /OH/ Berta Vince Director BUY $24.48 255 $6,241 9,940
2019-10-03 18:13 2019-10-01 FFBC FIRST FINANCIAL BANCORP /OH/ Booth Cynthia O Director BUY $24.48 255 $6,241 21,255
2019-10-03 16:18 2019-10-01 FFBC FIRST FINANCIAL BANCORP /OH/ Ach J Wickliffe Director BUY $24.48 127 $3,108 24,750
2019-10-03 18:18 2019-10-01 FFBC FIRST FINANCIAL BANCORP /OH/ olszewski richard e Director BUY $24.48 357 $8,738 52,964
2019-10-03 18:20 2019-10-01 FFBC FIRST FINANCIAL BANCORP /OH/ Rahe Maribeth S Director BUY $24.48 510 $12,482 33,947
2019-10-03 23:08 2019-10-01 COF CAPITAL ONE FINANCIAL CORP WARNER BRADFORD H Director OPT+S $91.68 3,777 $346,275 39,430
2019-10-03 18:16 2019-10-01 FFBC FIRST FINANCIAL BANCORP /OH/ PURKRABEK KNUST SUSAN L Director BUY $24.48 255 $6,241 36,930
2019-10-02 23:03 2019-10-01 FRME FIRST MERCHANTS CORP Lehman Gary Director BUY $37.80 44 $1,667 39,607
2019-10-02 23:02 2019-10-01 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $37.80 13 $500 39,746
2019-09-27 21:04 2019-09-16 NCBS NICOLET BANKSHARES INC LONG DONALD J JR Director SELL $67.62 10,000 $676,150 90,178
2019-09-26 17:50 2019-09-25 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Samuel Ronald L Director SELL $56.38 500 $28,190 21,675
2019-09-25 21:17 2019-09-12 NCBS NICOLET BANKSHARES INC Madson Patrick Joseph Officer SELL $68.82 3,136 $215,820 12,791
2019-09-20 22:16 2019-09-19 FRME FIRST MERCHANTS CORP FLUHLER STEPHAN Officer SELL $38.98 3,873 $150,950 14,972
2019-09-20 18:59 2019-09-19 NEWT NewtekOne, Inc. Mulia Salvatore Francis Director SELL $23.50 1,000 $23,500 67,788
2019-09-19 17:36 2019-09-17 BBT TRUIST FINANCIAL CORP Boyer K. David Jr. Director OPT+S $52.64 4,285 $225,560 7,253
2019-09-19 23:46 2019-09-16 CBKM CONSUMERS BANCORP INC /OH/ Goris Bradley Director BUY $18.23 334 $6,088 8,676
2019-09-19 23:17 2019-09-16 CBKM CONSUMERS BANCORP INC /OH/ PADEN FRANK L Director BUY $18.23 86 $1,574 4,438
2019-09-18 23:08 2019-09-17 ALRS Alerus Financial Corporation Compton Kris Officer BUY $21.00 1,000 $21,000 166,138
2019-09-18 23:06 2019-09-17 ALRS Alerus Financial Corporation McConn Ann Officer BUY $21.00 1,190 $24,990 48,192
2019-09-18 23:05 2019-09-17 ALRS Alerus Financial Corporation Coughlin Daniel E Director BUY $21.00 10,000 $210,000 35,130
2019-09-18 23:04 2019-09-17 ALRS Alerus Financial Corporation Taylor Karin M Officer BUY $21.00 4,761 $99,981 13,796
2019-09-18 23:05 2019-09-17 ALRS Alerus Financial Corporation Newman Randy L Director, Officer BUY $21.00 4,571 $95,991 168,905
2019-09-18 23:08 2019-09-17 ALRS Alerus Financial Corporation Case Lloyd G Director BUY $21.00 2,000 $42,000 40,661
2019-09-18 23:06 2019-09-17 ALRS Alerus Financial Corporation Lorenson Katie A Officer BUY $21.00 5,500 $115,500 15,290
2019-09-18 23:07 2019-09-17 ALRS Alerus Financial Corporation Mathews Michael S Director BUY $21.00 952 $19,992 3,056
2019-09-18 19:27 2019-09-16 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $23.03 173 $3,984 13,699
2019-09-18 23:07 2019-09-17 ALRS Alerus Financial Corporation Vetter Galen G Director BUY $21.00 11,904 $249,984 36,083
2019-09-18 23:07 2019-09-17 ALRS Alerus Financial Corporation BOHN KAREN Director BUY $21.00 1,000 $21,000 42,675
2019-09-17 20:18 2019-09-13 VLY VALLEY NATIONAL BANCORP LIPKIN GERALD H Director SELL $11.22 16,000 $179,595 185,158
2019-09-17 23:21 2019-09-16 FFBC FIRST FINANCIAL BANCORP /OH/ DAVIS CLAUDE E Director, Officer SELL $25.32 26,657 $675,014 329,860
2019-09-16 22:56 2019-09-13 RF REGIONS FINANCIAL CORP Lusco C. Matthew Officer SELL $16.43 20,000 $328,522 163,229
2019-09-17 01:32 2019-09-12 WSFS WSFS FINANCIAL CORP WRIGHT RICHARD Officer OPT+S $44.67 8,810 $393,524 52,041
2019-09-16 23:19 2019-09-13 FFBC FIRST FINANCIAL BANCORP /OH/ DAVIS CLAUDE E Director, Officer SELL $25.40 22,420 $569,459 356,517
2019-09-16 22:59 2019-08-21 LARK LANDMARK BANCORP INC BALL RICHARD Director BUY $23.35 7,365 $171,966 682
2019-09-16 17:04 2019-09-13 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B CARPENTER HAROLD R Officer SELL $57.90 3,006 $174,038 83,112
2019-09-16 23:17 2019-09-13 USB US BANCORP DE OMALEY DAVID B Director SELL $55.76 10,133 $565,016 191,754
2019-09-14 00:24 2019-09-11 NBHC National Bank Holdings Corp Zahl Brendan W Officer SELL $36.10 2,500 $90,255 24,361
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.