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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
2018-06-19 19:21 2018-06-18 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $23.00 100 $2,300 20,736
2018-06-18 23:30 2018-06-14 COF CAPITAL ONE FINANCIAL CORP Wassmer Michael J Officer SELL $98.00 1,787 $175,126 84,045
2018-06-18 18:09 2018-06-14 NWBI Northwest Bancshares, Inc. Walker Shawn O Officer OPT+S $17.52 9,536 $167,111 33,632
2018-06-18 20:21 2018-06-15 AROW Arrow Financial Corporation O'Conor Raymond F Director SELL $35.85 500 $17,925 47,031
2018-06-18 20:32 2018-06-14 NWBI Northwest Bancshares, Inc. Young Andrew Officer OPT+S $17.52 11,825 $207,191 54,569
2018-06-18 18:02 2018-06-15 NEWT NewtekOne, Inc. Mulia Salvatore Francis Director BUY $19.16 265 $5,077 67,473
2018-06-18 19:47 2018-06-14 NWBI Northwest Bancshares, Inc. WESTERBURG DAVID E Officer OPT+S $17.53 18,178 $318,637 40,321
2018-06-18 18:31 2018-06-15 NWBI Northwest Bancshares, Inc. FISHER STEVEN G Officer OPT+S $17.56 38,795 $681,225 161,988
2018-06-15 23:45 2018-06-14 NWBI Northwest Bancshares, Inc. Scalise Jonathan P Officer OPT+S $17.52 10,088 $176,782 24,252
2018-06-14 21:31 2018-06-13 CFBK CF BANKSHARES INC. Helmsdoerfer John W Jr Officer BUY $2.38 1,000 $2,377 104,028
2018-06-13 23:29 2018-06-12 FISI FINANCIAL INSTITUTIONS INC Case David G Officer OPT+S $33.10 800 $26,480 3,442
2018-06-13 18:41 2018-06-13 NEWT NewtekOne, Inc. SALUTE RICHARD J Director BUY $19.98 250 $4,995 9,373
2018-06-14 01:45 2018-06-11 FUNC FIRST UNITED CORP/MD/ RUDY IRVIN ROBERT Director SELL $22.29 1,739 $38,763 27,508
2018-06-14 01:35 2018-06-13 UMBF UMB FINANCIAL CORP SOSLAND L JOSHUA Director BUY $77.48 520 $40,287 7,370
2018-06-12 16:55 2018-06-08 CASH PATHWARD FINANCIAL, INC. Herrick Glen William Officer SELL $112.25 7,500 $841,860 65,221
2018-06-12 17:01 2018-06-12 NEWT NewtekOne, Inc. SALUTE RICHARD J Director BUY $19.89 250 $4,973 9,123
2018-06-13 01:37 2018-06-08 WSFS WSFS FINANCIAL CORP TURNER MARK A Officer OPT+S $54.28 7,786 $422,646 131,636
2018-06-13 01:46 2018-06-12 FMCB FARMERS & MERCHANTS BANCORP Green Steven K. Director BUY $650.00 52 $33,800 160
2018-06-11 23:54 2018-06-07 COF CAPITAL ONE FINANCIAL CORP Wassmer Michael J Officer SELL $96.90 2,203 $213,471 85,832
2018-06-12 00:58 2018-06-07 NBHC National Bank Holdings Corp Newfield Richard U Jr. Officer OPT+S $40.12 75,000 $3,009,128 102,809
2018-06-11 23:53 2018-06-07 COF CAPITAL ONE FINANCIAL CORP Berson Jory A Officer SELL $97.09 18,909 $1,835,875 65,574
2018-06-12 00:48 2018-06-08 RF REGIONS FINANCIAL CORP Horton William E Officer SELL $19.08 18,254 $348,358 33,209
2018-06-11 17:59 2018-06-11 NEWT NewtekOne, Inc. SALUTE RICHARD J Director BUY $20.24 247 $4,999 8,873
2018-06-11 16:49 2018-06-08 VLY VALLEY NATIONAL BANCORP KORDE GERALD Director SELL $13.27 5,000 $66,350 338,923
2018-06-08 23:49 2018-06-08 N/A WILSON BANK HOLDING CO PATTON JAMES ANTHONY Director SELL $46.00 300 $13,800 29,417
2018-06-08 01:11 2018-06-05 NBHC National Bank Holdings Corp Sobers Patrick G. Officer OPT+S $40.45 5,660 $228,944 9,032
2018-06-08 01:32 2018-06-06 NBHC National Bank Holdings Corp Dean Robert E Director SELL $40.58 2,790 $113,218 25,564
2018-06-08 01:28 2018-06-05 WSFS WSFS FINANCIAL CORP TURNER MARK A Officer OPT+S $54.10 55,214 $2,987,055 131,636
2018-06-07 22:36 2018-06-06 VLY VALLEY NATIONAL BANCORP JONES GRAHAM O Director SELL $13.21 76,000 $1,003,702 889,598
2018-06-06 18:00 2018-06-05 NEWT NewtekOne, Inc. Zink Gregory L Director BUY $19.42 500 $9,708 6,497
2018-06-06 23:54 2018-06-06 BANF BANCFIRST CORP /OK/ Starks Ken Officer OPT+S $62.38 3,000 $187,132 0
2018-06-06 19:32 2018-06-05 NCBS NICOLET BANKSHARES INC Witczak Eric James Officer SELL $57.40 1,083 $62,164 15,143
2018-06-07 00:12 2018-06-06 UMBF UMB FINANCIAL CORP Brian J Walker Officer SELL $78.95 893 $70,503 5,441
2018-06-05 23:29 2018-06-01 CASH PATHWARD FINANCIAL, INC. Turner Michael Brent Officer SELL $114.08 10,000 $1,140,770 128,564
2018-06-05 19:42 2018-06-05 NEWT NewtekOne, Inc. Zink Gregory L Director BUY $19.31 500 $9,655 5,997
2018-06-05 11:15 2018-05-18 WSFS WSFS FINANCIAL CORP TURNER MARK A Officer OPT+S $52.52 2,400 $126,045 131,636
2018-06-06 00:12 2018-06-05 UMBF UMB FINANCIAL CORP Murphy Timothy R. Director BUY $77.85 1,500 $116,775 7,635
2018-06-04 18:36 2018-06-01 WSBC WESBANCO INC Lawrence Stephen J Officer OPT+S $47.41 2,000 $94,827 6,345
2018-06-04 17:52 2018-06-01 BOKF BOK FINANCIAL CORP Piper Patrick E. Officer SELL $103.09 12,962 $1,336,212 25,066
2018-06-04 22:54 2018-06-01 FRME FIRST MERCHANTS CORP Lehman Gary Director BUY $45.79 36 $1,667 38,032
2018-06-04 23:16 2018-05-31 CASH PATHWARD FINANCIAL, INC. Hanson Bradley C Director, Officer SELL $113.48 20,000 $2,269,652 123,875
2018-06-04 22:53 2018-06-01 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $45.79 11 $500 36,140
2018-06-05 00:09 2018-06-01 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ BLACKFORD DAVID E Officer SELL $55.51 1,024 $56,837 20,277
2018-06-04 20:23 2018-05-31 CFBK CF BANKSHARES INC. ASH THOMAS P Director BUY $2.42 2,500 $6,059 84,010
2018-06-05 01:07 2018-06-04 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $77.61 400 $31,043 2,108,786
2018-06-05 00:51 2018-06-04 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $77.60 1,800 $139,688 2,109,186
2018-06-01 21:03 2018-05-31 CHCO CITY HOLDING CO STRONG-TREISTER DIANE W Director BUY $74.29 100 $7,429 100
2018-06-01 21:07 2018-03-27 AROW Arrow Financial Corporation Miller Elizabeth Director SELL $33.75 300 $10,125 5,394
2018-06-01 01:14 2018-05-30 NBHC National Bank Holdings Corp Bartelli Whitney A. Officer OPT+S $39.02 4,437 $173,141 2,586
2018-05-31 17:07 2018-05-30 FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/ Price T Michael Director, Officer SELL $15.75 50,127 $789,400 182,510
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.