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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
2019-06-12 18:59 2019-06-10 CFR CULLEN/FROST BANKERS, INC. MATTHEWS CHARLES W Director BUY $94.32 1,000 $94,324 3,000
2019-06-13 01:15 2019-06-10 LARK LANDMARK BANCORP INC ALEXANDER PATRICK L Director SELL $23.50 1,100 $25,854 139,017
2019-06-12 02:01 2019-06-10 MRBK Meridian Corp Holland Robert T. Director BUY $16.83 300 $5,049 22,576
2019-06-11 18:31 2019-06-10 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Brock Charles E Director SELL $56.05 2,000 $112,090 36,304
2019-06-11 17:57 2019-06-10 FDBC FIDELITY D & D BANCORP INC SANTANIELLO DANIEL J Director, Officer SELL $62.75 4,654 $292,039 37,517
2019-06-11 17:07 2019-06-10 FDBC FIDELITY D & D BANCORP INC COGNETTI JOHN T Director SELL $62.75 350 $21,963 12,616
2019-06-11 00:27 2019-06-06 CASH PATHWARD FINANCIAL, INC. Tull William David Director SELL $27.37 22,200 $607,541 440,080
2019-06-10 22:30 2019-06-10 VABK Virginia National Bankshares Corp Dittmar William D Jr. Director BUY $38.25 4,300 $164,475 192,058
2019-06-10 23:12 2019-06-10 NKSH NATIONAL BANKSHARES INC MILLER MARY G Director BUY $37.25 60 $2,235 3,660
2019-06-07 23:12 2019-06-05 COF CAPITAL ONE FINANCIAL CORP Berson Jory A Officer SELL $90.00 13,393 $1,205,370 68,682
2019-06-06 22:14 2019-06-04 CFBK CF BANKSHARES INC. ASH THOMAS P Director BUY $12.51 500 $6,256 19,719
2019-06-06 23:49 2019-06-06 CBKM CONSUMERS BANCORP INC /OH/ Romain F Fry Family Trust 10% owner SELL $19.10 7 $134 341,094
2019-06-05 23:55 2019-06-03 CASH PATHWARD FINANCIAL, INC. Tull William David Director SELL $26.84 22,200 $595,775 416,521
2019-06-06 00:42 2019-06-04 VABK Virginia National Bankshares Corp Holland James T Director BUY $38.69 400 $15,478 13,825
2019-06-05 21:47 2019-06-04 BBT TRUIST FINANCIAL CORP LYNN LOUIS B Director SELL $48.33 2,500 $120,813 9,134
2019-06-05 22:19 2019-06-03 FRME FIRST MERCHANTS CORP Lehman Gary Director BUY $33.83 49 $1,667 38,603
2019-06-05 22:21 2019-06-03 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $33.83 15 $500 36,914
2019-06-05 23:54 2019-06-03 COF CAPITAL ONE FINANCIAL CORP WARNER BRADFORD H Director OPT+S $85.98 4,000 $343,920 53,930
2019-06-06 01:16 2019-06-03 LARK LANDMARK BANCORP INC ALEXANDER PATRICK L Director SELL $23.53 3,400 $80,014 140,117
2019-06-05 19:40 2019-06-03 CFBK CF BANKSHARES INC. Helmsdoerfer John W Jr Officer BUY $12.46 250 $3,114 24,539
2019-06-06 00:00 2019-06-03 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $62.17 16 $1,000 22,819
2019-06-05 01:30 2019-05-31 BDGE Dime Community Bancshares, Inc. /NY/ Lindenbaum Nathan 10% owner BUY $27.75 3,126 $86,747 7,015
2019-06-04 18:40 2019-05-28 BANF BANCFIRST CORP /OK/ NORICK RONALD J Director BUY $53.74 2,000 $107,481 24,000
2019-06-04 23:43 2019-06-04 CBKM CONSUMERS BANCORP INC /OH/ MCCLELLAN LAURIE L Director, 10% owner SELL $19.02 2 $38 0
2019-06-03 16:32 2019-05-31 NEWT NewtekOne, Inc. Zink Gregory L Director BUY $21.03 250 $5,258 8,291
2019-06-04 00:11 2019-06-03 FUNC FIRST UNITED CORP/MD/ KURTZ ROBERT W Director SELL $18.00 500 $9,000 10,521
2019-05-31 17:39 2019-05-30 NKSH NATIONAL BANKSHARES INC BALL LAWRENCE J Director BUY $37.00 1,000 $37,000 7,000
2019-06-01 04:21 2019-05-29 LARK LANDMARK BANCORP INC ALEXANDER PATRICK L Director SELL $23.56 856 $20,171 143,517
2019-06-01 01:36 2019-05-29 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Young Mark Richard Officer SELL $43.93 2,386 $104,807 11,091
2019-05-30 22:22 2019-05-28 CFBK CF BANKSHARES INC. O'Dell Timothy T Director, Officer BUY $12.47 870 $10,847 1,779
2019-05-29 18:39 2019-05-24 FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/ Tomb Matthew C Officer BUY $12.90 1,000 $12,900 52,314
2019-05-29 23:59 2019-05-24 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ BLACKFORD DAVID E Officer SELL $45.13 2,312 $104,323 0
2019-05-28 23:59 2019-05-23 CASH PATHWARD FINANCIAL, INC. Tull William David Director SELL $27.06 9,955 $269,342 59,778
2019-05-28 18:33 2018-05-01 FUNC FIRST UNITED CORP/MD/ Ruddell Gary Director BUY $18.31 32 $584 14,828
2019-05-28 18:05 2018-05-01 FUNC FIRST UNITED CORP/MD/ KURTZ ROBERT W Director BUY $18.90 0 $6 10,021
2019-05-28 19:16 2018-11-01 FUNC FIRST UNITED CORP/MD/ RUDY IRVIN ROBERT Director BUY $17.76 32 $574 29,040
2019-05-24 20:24 2019-05-24 N/A WILSON BANK HOLDING CO Swain Clinton M. Director BUY $51.25 500 $25,625 2,157
2019-05-24 20:20 2019-05-24 N/A WILSON BANK HOLDING CO RICHERSON HERBERT ELMER Director BUY $51.25 12 $615 81,147
2019-05-24 20:12 2019-05-24 N/A WILSON BANK HOLDING CO POMINSKI LISA Officer BUY $51.25 10 $513 15,924
2019-05-24 23:25 2019-05-23 LCNB LCNB CORP Huddle William G Director SELL $17.20 4,000 $68,800 26,476
2019-05-23 23:11 2019-05-22 CASH PATHWARD FINANCIAL, INC. Kramer Michael Robert Director SELL $27.32 3,000 $81,963 25,800
2019-05-23 22:53 2019-05-15 ASRV AMERISERV FINANCIAL INC /PA/ WISE ROBERT L Director BUY $4.20 165 $692 156,832
2019-05-23 00:14 2019-05-22 BFC Bank First Corp LeMahieu Kevin M. Officer SELL $68.00 700 $47,600 14,081
2019-05-22 23:57 2019-05-20 CASH PATHWARD FINANCIAL, INC. Tull William David Director SELL $27.06 14,934 $404,117 69,733
2019-05-22 23:46 2019-05-20 CMA COMERICA INC Moore Christine M Officer OPT+S $73.49 3,200 $235,158 13,763
2019-05-22 17:02 2019-05-21 CBNK Capital Bancorp Inc Levitt Randall James Director SELL $11.90 15,000 $178,500 174,200
2019-05-22 14:47 2019-05-20 CBU COMMUNITY FINANCIAL SYSTEM, INC. MICHAEL R KALLET Director SELL $64.83 3,100 $200,961 52,909
2019-05-22 22:18 2019-05-20 NCBS NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director, Officer OPT+S $61.32 6,810 $417,589 40,631
2019-05-22 17:21 2019-05-21 FDBC FIDELITY D & D BANCORP INC Pacyna Michael J Jr Officer SELL $60.14 110 $6,615 4,548
2019-05-22 23:31 2019-05-21 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Abbott James R Officer OPT+S $45.83 1,988 $91,110 47,116
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.