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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
2019-02-12 20:38 2019-02-12 FDBC FIDELITY D & D BANCORP INC WALSH EUGENE J Officer OPT+S $60.24 298 $17,952 7,839
2019-02-12 18:46 2019-02-05 FDBC FIDELITY D & D BANCORP INC DEMPSEY PATRICK J Director BUY $59.70 700 $41,790 30,714
2019-02-13 01:38 2019-02-11 OCFC OCEANFIRST FINANCIAL CORP Devlin Michael D Director OPT+S $25.07 46,709 $1,170,995 126,943
2019-02-11 22:31 2019-02-07 PNC PNC FINANCIAL SERVICES GROUP, INC. Reilly Robert Q Officer OPT+S $122.39 24,722 $3,025,795 106,310
2019-02-11 17:36 2019-02-08 NWBI Northwest Bancshares, Inc. Tredway Philip M Director OPT+S $17.97 39,210 $704,713 16,260
2019-02-08 22:56 2019-02-08 N/A WILSON BANK HOLDING CO MCDEARMAN JOHN Officer BUY $49.75 20 $995 6,962
2019-02-08 16:09 2019-02-07 CBU COMMUNITY FINANCIAL SYSTEM, INC. TRYNISKI MARK E Director, Officer SELL $62.11 11,369 $706,076 119,397
2019-02-09 00:59 2019-02-07 FNB FNB CORP/PA/ CAMPBELL WILLIAM B Director SELL $11.95 2,900 $34,657 82,240
2019-02-08 18:33 2019-02-07 WBS WEBSTER FINANCIAL CORP CRAWFORD JOHN JOSEPH Director SELL $55.87 2,407 $134,484 0
2019-02-08 17:52 2019-02-07 NCBS NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director, Officer SELL $55.67 3,312 $184,379 37,054
2019-02-09 02:28 2019-02-08 WBS WEBSTER FINANCIAL CORP OSAR KAREN R Director SELL $55.29 4,000 $221,148 21,164
2019-02-09 03:02 2018-10-04 LARK LANDMARK BANCORP INC ALEXANDER PATRICK L Director SELL $23.35 608 $14,194 5,013
2019-02-07 23:17 2019-02-06 NCBS NICOLET BANKSHARES INC Steppe Michael Joseph Officer SELL $55.71 2,888 $160,901 19,860
2019-02-07 22:44 2019-02-05 NCBS NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director, Officer OPT+S $55.36 6,688 $370,258 40,366
2019-02-08 02:23 2019-02-07 BOKF BOK FINANCIAL CORP KAISER GEORGE B Director, 10% owner BUY $85.83 3,000 $257,490 3,000
2019-02-06 19:24 2019-02-05 FNB FNB CORP/PA/ Dively Mary Jo Director BUY $11.81 3,000 $35,441 17,900
2019-02-06 22:53 2018-11-01 FUNC FIRST UNITED CORP/MD/ Shockley Marisa A. Director BUY $17.07 155 $2,651 14,345
2019-02-06 19:01 2019-02-04 FUNC FIRST UNITED CORP/MD/ McCullough John Director BUY $16.52 182 $2,999 33,499
2019-02-07 00:17 2019-02-04 USB US BANCORP DE GODRIDGE LESLIE V Officer OPT+S $51.50 14,737 $758,956 47,000
2019-02-06 17:39 2019-02-04 WBS WEBSTER FINANCIAL CORP SMITH JAMES COPENHAVER Director SELL $55.06 55,000 $3,028,108 285,984
2019-02-07 00:13 2019-02-05 JPM JPMORGAN CHASE & CO CROWN JAMES S Director BUY $103.79 5,000 $518,950 26,303
2019-02-07 01:44 2019-02-04 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ STEPHENS STEVEN DAN Officer SELL $48.20 8,000 $385,590 64,245
2019-02-06 02:21 2019-02-04 WABC WESTAMERICA BANCORPORATION Ensinger George S Officer OPT+S $62.95 2,000 $125,904 2,149
2019-02-05 19:17 2019-02-01 VABK Virginia National Bankshares Corp Benham H. K. III Director BUY $38.40 5,000 $192,000 22,239
2019-02-05 21:21 2019-02-01 VABK Virginia National Bankshares Corp Benham H. K. III Director BUY $38.40 500 $19,200 17,739
2019-02-05 21:31 2019-02-01 FRME FIRST MERCHANTS CORP Lehman Gary Director BUY $37.05 45 $1,667 38,398
2019-02-05 15:56 2019-02-04 ENBP ENB Financial Corp Lefever Willis R Director BUY $34.50 100 $3,450 6,140
2019-02-05 21:32 2019-02-01 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $37.05 13 $500 36,689
2019-02-05 17:35 2019-02-04 NKSH NATIONAL BANKSHARES INC LEWIS JACK M Director BUY $36.50 3,000 $109,500 9,056
2019-02-04 22:14 2019-02-01 TRMK TRUSTMARK CORP Woods Charles Scott Officer SELL $31.50 2,500 $78,758 9,132
2019-02-05 01:20 2019-01-31 WBS WEBSTER FINANCIAL CORP SMITH JAMES COPENHAVER Director SELL $53.94 45,859 $2,473,772 340,984
2019-02-04 22:41 2019-02-04 LCNB LCNB CORP Miller Michael Robert Officer BUY $16.95 500 $8,475 3,531
2019-02-04 23:18 2019-02-01 PFIS PEOPLES FINANCIAL SERVICES CORP. KUKUCHKA RONALD G Director BUY $42.00 1,740 $73,080 27,202
2019-02-05 02:55 2019-02-01 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $64.49 349 $22,500 22,305
2019-02-02 02:16 2019-01-31 VABK Virginia National Bankshares Corp Holland James T Director BUY $37.50 1,207 $45,263 12,648
2019-02-02 01:10 2019-02-01 UMBF UMB FINANCIAL CORP Murphy Timothy R. Director BUY $64.63 4,000 $258,520 12,635
2019-02-02 00:48 2019-02-01 CBKM CONSUMERS BANCORP INC /OH/ DODDS SCOTT E Officer BUY $18.20 300 $5,460 3,646
2019-01-31 20:42 2019-01-29 FNB FNB CORP/PA/ Bena Pamela A Director BUY $11.81 1,000 $11,810 15,406
2019-02-01 00:15 2019-01-29 CMA COMERICA INC Guilfoile Peter William Officer OPT+S $82.26 2,922 $240,364 12,703
2019-01-30 23:23 2019-01-30 SFNC SIMMONS FIRST NATIONAL CORP MAKRIS GEORGE JR Director, Officer BUY $24.85 10,000 $248,500 220,766
2019-01-30 20:50 2019-01-28 WABC WESTAMERICA BANCORPORATION THORSON JOHN A Officer OPT+S $61.69 9,167 $565,518 2,930
2019-01-30 00:39 2019-01-28 WABC WESTAMERICA BANCORPORATION Ensinger George S Officer OPT+S $61.64 4,000 $246,563 2,149
2019-01-29 22:06 2019-01-29 BFC Bank First Corp Ansay Michael G. Director BUY $47.94 103 $4,938 65,306
2019-01-30 00:14 2019-01-29 JPM JPMORGAN CHASE & CO Scher Peter Officer SELL $105.00 18,679 $1,961,340 0
2019-01-30 00:14 2019-01-29 JPM JPMORGAN CHASE & CO Friedman Stacey Officer SELL $105.00 3,022 $317,310 12,519
2019-01-30 00:14 2019-01-29 JPM JPMORGAN CHASE & CO Petno Douglas B Officer SELL $105.00 11,659 $1,224,205 129,535
2019-01-30 01:04 2019-01-28 HBAN HUNTINGTON BANCSHARES INC /MD/ Thompson Mark E Officer OPT+S $13.49 18,510 $249,700 641,258
2019-01-30 00:14 2019-01-29 JPM JPMORGAN CHASE & CO Beer Lori A Officer SELL $105.00 13,341 $1,400,806 23,471
2019-01-29 17:25 2019-01-24 FNLC First Bancorp, Inc /ME/ Wootton Charles A Officer SELL $22.29 1,502 $33,478 11,640
2019-01-30 00:38 2019-01-28 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Smith Jennifer Anne OPT+S $48.28 7,746 $373,977 20,040
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.