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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
2019-08-05 23:03 2019-08-01 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $67.47 333 $22,500 23,233
2019-08-02 18:36 2019-07-31 LARK LANDMARK BANCORP INC ALEXANDER PATRICK L Director SELL $24.50 59 $1,446 116,452
2019-08-02 23:10 2019-08-01 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ANDERSON A SCOTT Officer SELL $44.92 10,000 $449,201 27,838
2019-08-02 23:55 2019-07-31 LCNB LCNB CORP Smiley John F Officer SELL $18.26 1,384 $25,269 110,399
2019-08-02 23:51 2019-07-30 LCNB LCNB CORP Huddle William G Director SELL $18.25 6,546 $119,453 19,930
2019-08-01 18:05 2019-07-31 FFBC FIRST FINANCIAL BANCORP /OH/ Dennen Richard S Officer SELL $25.61 5,000 $128,050 80,641
2019-08-01 19:38 2019-07-31 PNC PNC FINANCIAL SERVICES GROUP, INC. Larrimer Karen L. Officer SELL $142.27 7,806 $1,110,521 23,172
2019-08-01 21:20 2019-07-31 WBS WEBSTER FINANCIAL CORP BLEY DANIEL Officer SELL $51.45 2,000 $102,906 18,654
2019-08-01 19:25 2019-07-30 BDGE Dime Community Bancshares, Inc. /NY/ Santoro Rudolph J. Director SELL $28.47 1,700 $48,398 30,347
2019-08-01 20:59 2019-07-30 FNLC First Bancorp, Inc /ME/ Wootton Charles A Officer SELL $26.04 1,053 $27,410 11,028
2019-08-01 22:34 2019-07-31 NCBS NICOLET BANKSHARES INC Witczak Eric James Officer SELL $66.37 3,712 $246,365 18,354
2019-07-31 23:09 2019-07-31 FNB FNB CORP/PA/ Bena Pamela A Director BUY $12.22 500 $6,109 21,136
2019-07-31 22:22 2019-07-29 PNC PNC FINANCIAL SERVICES GROUP, INC. Kozich Gregory H Officer SELL $144.24 3,441 $496,316 6,639
2019-07-31 23:23 2019-07-29 CFR CULLEN/FROST BANKERS, INC. FROST PATRICK B Director, Officer OPT+S $94.26 9,360 $882,274 148,073
2019-08-01 00:25 2019-07-29 SFST SOUTHERN FIRST BANCSHARES INC GILMER FRED JR Director SELL $40.76 1,600 $65,216 46,290
2019-07-30 23:21 2019-07-29 HBAN HUNTINGTON BANCSHARES INC /MD/ Maloney Nancy E Officer SELL $14.57 2,604 $37,940 80,103
2019-07-30 17:27 2019-07-26 BDGE Dime Community Bancshares, Inc. /NY/ SANTACROCE KEVIN Officer SELL $29.33 1,500 $43,990 39,198
2019-07-30 23:24 2019-07-29 USB US BANCORP DE Kotwal Shailesh M Officer SELL $57.33 20,000 $1,146,600 65,959
2019-07-30 23:22 2019-07-29 FHN FIRST HORIZON CORP Daniel John M Officer OPT+S $16.39 9,663 $158,416 235,207
2019-07-30 23:30 2019-07-26 WBS WEBSTER FINANCIAL CORP CRAWFORD JOHN JOSEPH Director SELL $51.28 1,000 $51,280 15,099
2019-07-31 01:10 2019-07-29 LARK LANDMARK BANCORP INC ALEXANDER PATRICK L Director SELL $24.50 162 $3,969 116,511
2019-07-30 23:34 2019-07-29 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Hume Alexander Officer SELL $45.17 9,929 $448,535 0
2019-07-30 23:43 2019-07-26 LCNB LCNB CORP Smiley John F Officer SELL $18.16 2,087 $37,900 111,783
2019-07-30 00:19 2019-07-26 CASH PATHWARD FINANCIAL, INC. Tull William David Director SELL $27.88 4,977 $138,759 10,000
2019-07-29 23:12 2019-07-25 KEY KEYCORP /NEW/ Paine Andrew J III Officer SELL $18.26 99,999 $1,825,982 85,469
2019-07-29 21:56 2019-07-25 BBT TRUIST FINANCIAL CORP Weaver David Hudson Officer OPT+S $51.44 21,705 $1,116,540 22,641
2019-07-29 21:20 2019-07-25 PNC PNC FINANCIAL SERVICES GROUP, INC. Juchno Stacy M. Officer SELL $141.90 710 $100,748 4,583
2019-07-29 23:40 2019-07-26 USB US BANCORP DE Runkel Mark G. Officer OPT+S $57.32 10,986 $629,718 34,227
2019-07-29 18:31 2019-07-26 WSBC WESBANCO INC RICHMOND BRENT E Officer SELL $36.53 5,323 $194,423 17,428
2019-07-29 17:39 2019-07-26 SFST SOUTHERN FIRST BANCSHARES INC Strickland F Justin Officer SELL $40.02 6,250 $250,094 51,563
2019-07-26 20:05 2019-04-26 N/A WILSON BANK HOLDING CO Jordan WIll Director BUY $51.00 500 $25,500 32,311
2019-07-26 23:21 2019-07-25 CHCO CITY HOLDING CO BUMGARNER DAVID L Officer SELL $76.65 1,000 $76,650 8,936
2019-07-26 19:04 2019-01-29 N/A WILSON BANK HOLDING CO BELL JACK W Director BUY $49.75 171 $8,507 99,389
2019-07-26 19:21 2019-02-02 N/A WILSON BANK HOLDING CO COMER JAMES F Director SELL $49.75 200 $9,950 25,016
2019-07-26 16:44 2019-07-25 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Samuel Ronald L Director, Officer SELL $60.48 500 $30,238 22,175
2019-07-26 00:16 2019-07-24 CASH PATHWARD FINANCIAL, INC. Tull William David Director SELL $27.31 9,956 $271,898 14,977
2019-07-25 17:47 2019-07-24 PNC PNC FINANCIAL SERVICES GROUP, INC. Reilly Robert Q Officer OPT+S $141.00 25,000 $3,525,000 117,228
2019-07-26 00:03 2019-07-19 NCBS NICOLET BANKSHARES INC Vogel Michael Joseph Officer SELL $63.31 1,500 $94,972 11,381
2019-07-26 00:22 2019-07-23 LARK LANDMARK BANCORP INC ALEXANDER PATRICK L Director SELL $24.50 100 $2,450 116,673
2019-07-25 04:49 2019-07-24 COF CAPITAL ONE FINANCIAL CORP Wassmer Michael J Officer SELL $95.03 8,212 $780,386 84,679
2019-07-24 19:30 2019-07-22 PNC PNC FINANCIAL SERVICES GROUP, INC. Lyons Michael P. Officer SELL $138.84 14,285 $1,983,335 135,484
2019-07-25 00:14 2019-07-24 N/A WILSON BANK HOLDING CO RICHERSON HERBERT ELMER Director BUY $52.25 4 $209 82,010
2019-07-24 23:30 2019-07-23 WBS WEBSTER FINANCIAL CORP CRAWFORD JOHN JOSEPH Director SELL $49.49 1,000 $49,490 16,099
2019-07-24 22:25 2019-07-23 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Officer OPT+S $140.63 75,000 $10,547,475 582,179
2019-07-24 19:30 2019-07-22 PNC PNC FINANCIAL SERVICES GROUP, INC. HANNON MICHAEL J Officer SELL $138.41 5,000 $692,072 52,417
2019-07-24 18:26 2016-11-22 ONB OLD NATIONAL BANCORP /IN/ MOORE DARYL D Officer SELL $17.09 529 $9,041 0
2019-07-24 00:22 2019-07-19 CASH PATHWARD FINANCIAL, INC. Tull William David Director SELL $26.63 17,356 $462,253 24,933
2019-07-23 22:50 2019-07-23 NKSH NATIONAL BANKSHARES INC Dooley John Elliott Director BUY $35.85 300 $10,755 4,800
2019-07-23 20:59 2019-07-19 PNC PNC FINANCIAL SERVICES GROUP, INC. Kozich Gregory H Officer OPT+S $139.82 10,000 $1,398,200 10,080
2019-07-23 23:13 2019-07-22 USB US BANCORP DE von Gillern Jeffry H. Officer SELL $55.25 9,428 $520,897 94,658
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.