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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
2018-05-31 22:06 2018-05-31 FMCB FARMERS & MERCHANTS BANCORP Green Steven K. Director BUY $650.00 60 $39,000 108
2018-05-30 15:45 2018-05-29 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Samuel Ronald L Director, Officer SELL $66.40 3,000 $199,200 34,375
2018-05-30 02:07 2018-05-25 BOKF BOK FINANCIAL CORP Piper Patrick E. Officer SELL $103.00 38 $3,914 38,028
2018-05-29 17:58 2018-05-25 VLY VALLEY NATIONAL BANCORP LIPKIN GERALD H Director SELL $12.81 260,065 $3,332,109 119,649
2018-05-25 20:12 2018-05-24 WFC WELLS FARGO & COMPANY/MN Pelos Petros G Officer SELL $54.76 25,567 $1,400,049 0
2018-05-26 00:06 2018-05-23 WSFS WSFS FINANCIAL CORP TURNER MARK A Officer OPT+S $52.50 1,050 $55,125 131,636
2018-05-25 00:41 2018-05-23 BOKF BOK FINANCIAL CORP Piper Patrick E. Officer SELL $103.39 6,076 $628,178 38,066
2018-05-24 16:14 2018-05-23 AROW Arrow Financial Corporation DeMarco David S. Officer SELL $37.52 4,019 $150,793 24,185
2018-05-24 23:55 2018-04-27 FULT FULTON FINANCIAL CORP Waters Ernest J Director BUY $17.40 2,000 $34,800 22,947
2018-05-24 23:08 2018-05-23 RF REGIONS FINANCIAL CORP Godin Barbara Officer SELL $19.15 20,000 $383,058 24,538
2018-05-24 23:10 2018-05-24 HBAN HUNTINGTON BANCSHARES INC /MD/ PORTEOUS DAVID L Director SELL $15.06 62,000 $933,825 498,083
2018-05-25 01:39 2018-05-22 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ BLACKFORD DAVID E Officer OPT+S $58.24 6,180 $359,924 22,218
2018-05-22 21:54 2018-05-21 CFR CULLEN/FROST BANKERS, INC. Stead Jimmy Officer OPT+S $120.56 4,482 $540,350 6
2018-05-22 22:45 2018-05-18 BBT TRUIST FINANCIAL CORP Bradley W Bennett Officer OPT+S $55.14 5,565 $306,847 20,842
2018-05-22 16:15 2018-05-21 CASH PATHWARD FINANCIAL, INC. Moore Frederick V Director SELL $110.40 550 $60,720 100
2018-05-23 02:43 2018-05-22 NBHC National Bank Holdings Corp Bessko Zsolt K Officer OPT+S $38.70 9,450 $365,744 30,429
2018-05-22 23:05 2018-05-18 CHCO CITY HOLDING CO STILWELL CRAIG G Officer OPT+S $74.14 967 $71,694 26,118
2018-05-23 01:11 2018-05-18 WSFS WSFS FINANCIAL CORP TURNER MARK A Officer OPT+S $52.76 19,030 $1,004,015 131,636
2018-05-22 23:12 2018-05-21 CBU COMMUNITY FINANCIAL SYSTEM, INC. STICKELS ERIC Director SELL $60.26 13,075 $787,858 38,745
2018-05-22 20:58 2018-05-22 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Scott Gary L Director SELL $68.39 900 $61,548 42,419
2018-05-21 23:58 2018-05-18 HBAN HUNTINGTON BANCSHARES INC /MD/ Heller Paul G Officer SELL $15.28 28,251 $431,675 463,412
2018-05-21 22:30 2018-05-15 ASRV AMERISERV FINANCIAL INC /PA/ WISE ROBERT L Director BUY $4.22 164 $692 146,254
2018-05-22 03:00 2018-05-17 BANC BANC OF CALIFORNIA, INC. Grosvenor John C. Officer SELL $18.78 23,941 $449,604 35,438
2018-05-18 20:33 2018-05-16 FNB FNB CORP/PA/ Bena Pamela A Director BUY $13.52 3,700 $50,024 8,050
2018-05-18 21:39 2018-05-17 FNB FNB CORP/PA/ Bena Pamela A Director BUY $13.52 3,700 $50,024 11,750
2018-05-18 21:03 2018-05-17 FNB FNB CORP/PA/ Dively Mary Jo Director BUY $13.52 3,700 $50,024 8,900
2018-05-18 21:20 2018-05-17 FNB FNB CORP/PA/ Mencini Frank C Director BUY $13.52 4,070 $55,026 30,681
2018-05-18 17:15 2018-05-16 ONB OLD NATIONAL BANCORP /IN/ White Katherine E Director SELL $17.80 1,064 $18,939 0
2018-05-18 21:24 2018-05-17 FNB FNB CORP/PA/ Nicholas Heidi A Director BUY $13.52 4,070 $55,026 19,797
2018-05-18 21:22 2018-05-17 FNB FNB CORP/PA/ MOTLEY DAVID L Director BUY $13.52 4,070 $55,026 29,090
2018-05-18 21:00 2018-05-17 FNB FNB CORP/PA/ DELIE VINCENT J JR Director, Officer BUY $13.52 4,070 $55,026 256,329
2018-05-18 23:01 2018-05-16 C CITIGROUP INC Gerspach John C Officer SELL $72.31 12,966 $937,571 0
2018-05-18 21:15 2018-05-17 FNB FNB CORP/PA/ MARTZ D STEPHEN Director BUY $13.52 740 $10,005 132,378
2018-05-18 21:13 2018-05-17 FNB FNB CORP/PA/ MALONE DAVID J Director BUY $13.52 4,070 $55,026 83,816
2018-05-18 20:51 2018-05-17 FNB FNB CORP/PA/ CHIAFULLO JAMES D Director BUY $13.52 4,070 $55,026 51,007
2018-05-18 21:26 2018-05-17 FNB FNB CORP/PA/ STANIK JOHN S Director BUY $13.52 4,070 $55,026 42,070
2018-05-18 21:11 2018-05-17 FNB FNB CORP/PA/ HORMELL ROBERT A Director BUY $13.52 4,070 $55,026 68,189
2018-05-18 21:30 2018-05-17 FNB FNB CORP/PA/ STRIMBU WILLIAM J Director BUY $13.52 4,070 $55,026 102,021
2018-05-18 20:38 2018-05-16 FNB FNB CORP/PA/ CAMPBELL WILLIAM B Director BUY $13.52 4,070 $55,026 85,140
2018-05-18 21:08 2018-05-17 FNB FNB CORP/PA/ GURGOVITS STEPHEN J Director, Officer BUY $13.52 4,070 $55,026 309,318
2018-05-18 21:18 2018-05-17 FNB FNB CORP/PA/ MCCARTHY ROBERT J JR Director BUY $13.52 370 $5,002 314,418
2018-05-18 21:08 2018-05-18 FMCB FARMERS & MERCHANTS BANCORP Long Gary J. Director BUY $650.00 49 $31,850 1,076
2018-05-17 23:20 2018-05-15 CMA COMERICA INC Guilfoile Peter William Officer SELL $98.67 1,100 $108,533 13,997
2018-05-18 00:49 2018-05-17 HWBK HAWTHORN BANCSHARES, INC. Burkhead Frank E. Director BUY $22.00 429 $9,438 8,597
2018-05-17 23:52 2018-05-15 KEY KEYCORP /NEW/ Brady Amy G. Officer SELL $20.50 24,607 $504,444 88,111
2018-05-17 23:34 2018-05-16 SNV SYNOVUS FINANCIAL CORP Perry Curtis J Officer SELL $54.36 2,000 $108,720 53,473
2018-05-18 00:53 2018-05-17 CBU COMMUNITY FINANCIAL SYSTEM, INC. ACE BRIAN R Director OPT+S $60.70 4,822 $292,718 53,272
2018-05-18 00:06 2018-05-15 WSFS WSFS FINANCIAL CORP TURNER MARK A Officer OPT+S $51.61 40,520 $2,091,411 131,636
2018-05-17 23:19 2018-05-15 CMA COMERICA INC BABB RALPH W JR Director, Officer OPT+S $98.56 21,400 $2,109,270 642,265
2018-05-18 00:37 2018-05-17 HWBK HAWTHORN BANCSHARES, INC. BRUEGENHEMKE KATHLEEN L Director, Officer BUY $22.00 428 $9,416 15,536
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.