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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
2018-11-14 19:15 2018-11-14 NEWT NewtekOne, Inc. SLOANE BARRY Director, Officer BUY $19.47 500 $9,735 1,009,911
2018-11-14 00:09 2018-11-08 FULT FULTON FINANCIAL CORP Campbell David M Officer BUY $16.67 6,002 $100,031 6,938
2018-11-14 00:17 2018-11-13 HBAN HUNTINGTON BANCSHARES INC /MD/ Houston Helga Officer SELL $14.66 42,608 $624,454 438,561
2018-11-14 00:09 2018-11-08 FULT FULTON FINANCIAL CORP Waters Ernest J Director BUY $16.71 2,000 $33,411 28,293
2018-11-14 00:35 2018-11-09 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Linderman LeeAnne B Officer SELL $50.26 5,878 $295,443 0
2018-11-09 23:58 2018-11-08 BFC Bank First Corp Molepske Michael B. Director, Officer BUY $48.22 3,711 $178,961 83,051
2018-11-09 20:46 2018-11-07 BBT TRUIST FINANCIAL CORP QUBEIN NIDO R Director SELL $50.19 2,825 $141,790 42,402
2018-11-10 00:22 2018-11-08 USB US BANCORP DE CECERE ANDREW Director, Officer OPT+S $52.95 183,374 $9,709,653 709,143
2018-11-09 23:57 2018-11-08 SMBK SMARTFINANCIAL INC. Tucker Steven B. Director BUY $20.89 800 $16,712 42,887
2018-11-08 17:53 2018-11-07 CFR CULLEN/FROST BANKERS, INC. Dawson Samuel G. Director BUY $101.63 3,441 $349,709 4,300
2018-11-07 22:18 2018-10-25 WABC WESTAMERICA BANCORPORATION Rizzardi Russell W Officer SELL $55.84 10 $586 0
2018-11-07 22:42 2018-11-06 PFIS PEOPLES FINANCIAL SERVICES CORP. Aubrey William E II Director BUY $41.00 5,980 $245,187 30,000
2018-11-07 00:37 2018-11-02 KEY KEYCORP /NEW/ Highsmith Carlton L Director OPT+S $18.37 6,963 $127,910 61,125
2018-11-07 00:04 2018-11-02 FUNC FIRST UNITED CORP/MD/ McCullough John Director BUY $18.38 162 $2,984 33,317
2018-11-07 00:38 2018-11-02 KEY KEYCORP /NEW/ KIMBLE DONALD R Officer BUY $18.55 5,000 $92,750 253,847
2018-11-07 00:05 2018-11-02 BANC BANC OF CALIFORNIA, INC. Smith Michael Alan Officer BUY $16.50 4,600 $75,900 13,959
2018-11-07 00:13 2018-11-02 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ LAURSEN THOMAS E Officer SELL $48.33 1,381 $66,744 18,434
2018-11-06 00:34 2018-11-05 FNB FNB CORP/PA/ Robinson Barry C Officer BUY $12.09 2,500 $30,223 39,052
2018-11-05 23:20 2018-11-01 FRME FIRST MERCHANTS CORP Lehman Gary Director BUY $41.86 40 $1,667 38,240
2018-11-05 19:26 2018-10-30 MRBK Meridian Corp McGarry Randall J Officer BUY $16.95 1,000 $16,950 1,000
2018-11-05 23:21 2018-11-01 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $41.86 12 $500 36,460
2018-11-06 01:35 2018-11-01 KEY KEYCORP /NEW/ MOONEY BETH E Director, Officer BUY $18.26 10,000 $182,600 1,036,724
2018-11-05 18:57 2018-11-02 WBS WEBSTER FINANCIAL CORP CRAWFORD JOHN JOSEPH Director OPT+S $60.03 2,000 $120,060 6,792
2018-11-05 21:24 2018-11-02 PFIS PEOPLES FINANCIAL SERVICES CORP. Aubrey William E II Director BUY $41.47 2,020 $83,771 24,020
2018-11-05 20:19 2018-11-02 SMBK SMARTFINANCIAL INC. Johnson C Bryan Officer BUY $20.43 975 $19,919 10,225
2018-11-05 20:55 2018-09-07 SMBK SMARTFINANCIAL INC. Miller Ted Charles Director BUY $24.35 10,000 $243,500 117,458
2018-11-02 16:18 2018-11-01 BFC Bank First Corp Ansay Michael G. Director BUY $52.25 75 $3,919 65,203
2018-11-02 23:49 2018-10-31 BBT TRUIST FINANCIAL CORP HENRY I. PATRICIA Director SELL $49.50 611 $30,245 8,295
2018-11-02 19:21 2018-10-31 FISI FINANCIAL INSTITUTIONS INC DUGAN JOSEPH L Officer BUY $28.55 345 $9,850 1,275
2018-11-03 00:50 2018-11-01 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ANDERSON A SCOTT Officer SELL $47.30 12,000 $567,614 43,449
2018-11-03 00:50 2018-11-01 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ATKIN JERRY C Director BUY $47.74 7,000 $334,180 71,153
2018-11-02 23:58 2018-11-01 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $64.23 350 $22,502 21,091
2018-11-01 17:46 2018-10-30 FNB FNB CORP/PA/ Bena Pamela A Director BUY $11.69 1,000 $11,687 14,250
2018-11-01 23:07 2018-10-31 WBS WEBSTER FINANCIAL CORP CRAWFORD JOHN JOSEPH Director OPT+S $59.77 2,000 $119,550 6,792
2018-11-02 00:53 2018-10-31 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Murphy Edward F Director BUY $47.10 10 $471 15,472
2018-11-01 00:59 2018-10-31 BOKF BOK FINANCIAL CORP Gottron Joseph A. II Officer BUY $86.07 400 $34,428 6,556
2018-10-31 23:20 2018-10-31 FHN FIRST HORIZON CORP Valine Yousef A. Officer BUY $16.29 3,000 $48,870 182,363
2018-10-31 21:31 2018-10-30 HBAN HUNTINGTON BANCSHARES INC /MD/ NEU RICHARD W Director BUY $13.88 6,750 $93,683 200,986
2018-11-01 00:03 2018-10-30 FDBC FIDELITY D & D BANCORP INC Pacyna Michael J Jr OPT+S $62.06 1,935 $120,080 4,359
2018-10-31 18:14 2018-10-29 FDBC FIDELITY D & D BANCORP INC O'Brien Timothy P SELL $63.14 2,000 $126,281 7,706
2018-10-30 20:35 2018-10-29 FNB FNB CORP/PA/ Dutey James L Officer BUY $11.48 2,500 $28,692 2,500
2018-10-30 19:48 2018-10-30 FISI FINANCIAL INSTITUTIONS INC BIRMINGHAM MARTIN KEARNEY Officer BUY $28.44 2,000 $56,880 74,596
2018-10-30 18:26 2018-10-26 FNB FNB CORP/PA/ CHIAFULLO JAMES D Director BUY $11.23 5,000 $56,150 56,007
2018-10-30 18:09 2018-10-29 F FIRST COMMONWEALTH FINANCIAL CORP /PA/ CHARLEY RAY T Director BUY $12.90 4,000 $51,600 280,041
2018-10-30 19:55 2018-10-26 CFR CULLEN/FROST BANKERS, INC. ALVAREZ CARLOS Director BUY $93.71 54,000 $5,060,356 424,000
2018-10-30 18:19 2018-10-29 SMBK SMARTFINANCIAL INC. Miller Clifton N Director BUY $21.47 1,680 $36,070 101,751
2018-10-30 21:56 2018-10-29 SMBK SMARTFINANCIAL INC. Whaley Keith Edward Director BUY $21.37 2,000 $42,746 78,742
2018-10-29 18:57 2018-10-26 FNB FNB CORP/PA/ Robinson Barry C Officer BUY $11.21 2,500 $28,025 36,552
2018-10-29 18:56 2018-10-26 FNB FNB CORP/PA/ Moorehead Robert M Officer BUY $11.21 5,000 $56,050 33,137
2018-10-29 18:55 2018-10-26 FNB FNB CORP/PA/ Mencini Frank C Director BUY $11.26 2,000 $22,514 34,681
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.