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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
2018-05-04 20:25 2018-05-03 UBOH UNITED BANCSHARES INC/OH YOUNG BRIAN D Director, Officer BUY $21.79 1,047 $22,814 24,679
2018-05-04 20:11 2018-05-03 UBOH UNITED BANCSHARES INC/OH Oatman Heather Marie Officer BUY $21.79 364 $7,932 12,941
2018-05-04 22:25 2018-05-02 OCFC OCEANFIRST FINANCIAL CORP Devlin Michael D Director OPT+S $27.00 97,686 $2,638,001 126,943
2018-05-03 16:21 2018-05-02 SFNC SIMMONS FIRST NATIONAL CORP Bryant Vernon Wilson Jr. Officer SELL $30.43 50,000 $1,521,500 61,706
2018-05-04 00:12 2018-05-03 CASH PATHWARD FINANCIAL, INC. Moore Frederick V Director SELL $101.30 750 $75,975 650
2018-05-03 23:37 2018-05-01 RF REGIONS FINANCIAL CORP Owen John B Officer SELL $18.62 100,000 $1,861,610 127,152
2018-05-03 23:37 2018-05-02 RF REGIONS FINANCIAL CORP Ritter William D. Officer OPT+S $18.64 112,333 $2,093,988 147,377
2018-05-04 00:02 2018-05-02 CBU COMMUNITY FINANCIAL SYSTEM, INC. DONAHUE BRIAN D Officer OPT+S $57.78 5,149 $297,484 39,401
2018-05-03 23:04 2018-05-02 WABC WESTAMERICA BANCORPORATION THORSON JOHN A Officer OPT+S $56.80 2,000 $113,592 0
2018-05-04 01:36 2018-05-01 CFR CULLEN/FROST BANKERS, INC. WESTON GRAHAM M Director BUY $115.22 43,342 $4,994,004 91,713
2018-05-03 17:37 2018-05-01 SFST SOUTHERN FIRST BANCSHARES INC ELLEFSON ANNE S Director SELL $45.70 1,098 $50,184 21,859
2018-05-03 17:13 2018-05-02 SFST SOUTHERN FIRST BANCSHARES INC Strickland F Justin Officer SELL $46.30 5,000 $231,500 103,491
2018-05-04 03:54 2018-05-01 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. 10% owner BUY $33.31 118,070 $3,933,360 468,386
2018-05-04 00:33 2018-05-01 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $76.12 296 $22,500 20,296
2018-05-03 22:24 2018-05-01 OCFC OCEANFIRST FINANCIAL CORP Maher Christopher Director, Officer BUY $26.50 2,000 $53,000 87,155
2018-05-02 14:15 2018-04-30 SFNC SIMMONS FIRST NATIONAL CORP Bryant Vernon Wilson Jr. Officer SELL $30.34 100,000 $3,034,000 111,706
2018-05-02 20:05 2018-05-01 FRME FIRST MERCHANTS CORP Lehman Gary Director BUY $43.53 38 $1,667 37,996
2018-05-03 02:19 2018-04-27 BOKF BOK FINANCIAL CORP Bagwell Norman P Officer SELL $102.60 3,926 $402,796 31,614
2018-05-02 20:04 2018-05-01 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $43.53 11 $500 36,129
2018-05-03 00:45 2018-04-30 SFNC SIMMONS FIRST NATIONAL CORP FUNKE MARK W Officer SELL $30.27 15,000 $454,050 101,380
2018-05-03 01:52 2018-05-02 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $77.04 500 $38,520 2,110,986
2018-05-03 01:51 2018-05-02 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $76.95 1,699 $130,735 2,111,486
2018-05-03 01:50 2018-05-02 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $76.76 2,400 $184,214 2,113,185
2018-05-03 01:47 2018-05-02 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $76.44 2,001 $152,957 2,115,585
2018-05-01 23:45 2018-05-01 CFR CULLEN/FROST BANKERS, INC. Dawson Samuel G. Director BUY $116.47 859 $100,048 859
2018-05-01 23:10 2018-04-30 FFBC FIRST FINANCIAL BANCORP /OH/ Ringwald Bradley J Officer SELL $31.11 2,000 $62,210 29,687
2018-05-01 21:25 2018-04-27 SFNC SIMMONS FIRST NATIONAL CORP Casteel Marty Officer OPT+S $30.53 6,445 $196,766 95,839
2018-05-01 21:26 2018-04-27 SFNC SIMMONS FIRST NATIONAL CORP Garner David W Officer OPT+S $30.50 1,380 $42,090 28,592
2018-05-02 00:19 2018-05-01 CHCO CITY HOLDING CO DERITO JOHN A Officer SELL $72.00 2,500 $180,000 20,343
2018-05-02 00:30 2018-04-27 RF REGIONS FINANCIAL CORP Peters Scott M. Officer SELL $18.94 70,000 $1,325,730 50,486
2018-05-02 00:20 2018-05-01 CHCO CITY HOLDING CO HAGEBOECK CHARLES R Director, Officer SELL $72.01 7,707 $554,980 63,156
2018-05-01 22:46 2018-04-27 ONB OLD NATIONAL BANCORP /IN/ JONES ROBERT G Director, Officer, 10% owner OPT+S $17.46 49,000 $855,359 0
2018-05-02 00:04 2018-04-27 CBU COMMUNITY FINANCIAL SYSTEM, INC. MICHAEL R KALLET Director SELL $57.08 5,366 $306,270 4,103
2018-05-01 21:21 2018-04-30 WBS WEBSTER FINANCIAL CORP BECKER JOEL S Director OPT+S $61.00 7,473 $455,853 54,322
2018-05-01 22:20 2018-05-01 NCBS NICOLET BANKSHARES INC HERLACHE THOMAS L Director SELL $55.23 820 $45,289 4,098
2018-05-01 23:42 2018-04-27 CFR CULLEN/FROST BANKERS, INC. WESTON GRAHAM M Director BUY $116.34 26,290 $3,058,579 48,371
2018-05-01 23:32 2018-04-30 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ MCLEAN SCOTT J Officer SELL $54.88 11,809 $648,083 169,724
2018-05-01 23:32 2018-04-30 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ MCLEAN SCOTT J Officer SELL $55.18 17,832 $983,964 151,892
2018-05-01 21:33 2018-04-30 SFST SOUTHERN FIRST BANCSHARES INC ELLEFSON ANNE S Director SELL $46.03 402 $18,505 22,957
2018-05-01 21:20 2018-04-27 SFST SOUTHERN FIRST BANCSHARES INC Strickland F Justin Officer SELL $46.30 441 $20,418 108,491
2018-05-01 00:53 2018-04-26 BBT TRUIST FINANCIAL CORP Standridge Brantley J Officer SELL $53.64 3,116 $167,146 17,000
2018-05-01 00:04 2018-04-26 COF CAPITAL ONE FINANCIAL CORP Borgmann Kevin S. Officer SELL $92.80 12,214 $1,133,456 59,894
2018-05-01 00:16 2018-04-26 SFNC SIMMONS FIRST NATIONAL CORP FEHLMAN ROBERT A Officer OPT+S $30.32 21,546 $653,275 61,714
2018-04-30 23:12 2018-04-30 CHCO CITY HOLDING CO FISHER ROBERT D Director BUY $72.50 150 $10,875 30,852
2018-05-01 01:16 2018-04-27 WABC WESTAMERICA BANCORPORATION THORSON JOHN A Officer OPT+S $56.62 2,000 $113,237 0
2018-04-30 19:51 2018-04-26 WBS WEBSTER FINANCIAL CORP SMITH JAMES COPENHAVER Director OPT+S $60.51 60,000 $3,630,396 359,193
2018-05-01 04:31 2018-02-23 HOPE HOPE BANCORP INC Koh Peter Officer SELL $18.40 5,000 $92,017 60,756
2018-05-01 00:01 2018-04-27 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ LAURSEN THOMAS E Officer SELL $55.17 1,400 $77,238 21,669
2018-04-30 23:59 2018-04-27 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Maio Keith D Officer SELL $55.54 9,987 $554,669 40,446
2018-04-30 23:11 2018-04-30 CHCO CITY HOLDING CO HYLTON TRACY W II Director BUY $72.50 139 $10,078 46,266
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.