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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
2018-04-06 01:35 2018-04-03 LARK LANDMARK BANCORP INC ALEXANDER PATRICK L Director, Officer SELL $28.85 300 $8,655 22,471
2018-04-04 23:11 2018-04-02 COF CAPITAL ONE FINANCIAL CORP WARNER BRADFORD H Director OPT+S $95.05 3,000 $285,150 50,085
2018-04-03 18:39 2018-04-02 FRME FIRST MERCHANTS CORP Lehman Gary Director BUY $41.63 40 $1,667 37,957
2018-04-03 18:41 2018-04-02 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $41.63 12 $500 36,118
2018-04-03 21:34 2018-04-03 N/A WILSON BANK HOLDING CO POMINSKI LISA Officer BUY $46.00 4 $184 15,606
2018-04-03 03:31 2018-03-29 LARK LANDMARK BANCORP INC ALEXANDER PATRICK L Director, Officer SELL $29.11 1,231 $35,837 22,772
2018-04-03 03:33 2018-03-29 LARK LANDMARK BANCORP INC HERPICH MARK A Officer OPT+S $29.10 1,400 $40,742 71,584
2018-03-29 19:03 2018-03-22 FUNC FIRST UNITED CORP/MD/ Sturm Tonya K. Officer SELL $19.05 5 $95 875
2018-03-30 02:44 2018-03-26 BOKF BOK FINANCIAL CORP Bagwell Norman P Officer SELL $99.00 584 $57,816 34,415
2018-03-30 02:39 2018-03-28 BOKF BOK FINANCIAL CORP NELL STEVEN E Officer OPT+S $98.12 8,011 $786,039 58,902
2018-03-27 23:25 2018-03-27 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Samuel Ronald L Director, Officer SELL $63.03 3,000 $189,077 40,375
2018-03-27 17:32 2018-03-26 SFST SOUTHERN FIRST BANCSHARES INC CUBBAGE LEIGHTON M Director OPT+S $44.74 1,440 $64,425 88,565
2018-03-27 00:10 2018-03-22 COF CAPITAL ONE FINANCIAL CORP Santos Kleber Officer SELL $97.00 1,711 $165,967 15,894
2018-03-23 21:56 2018-03-23 N/A WILSON BANK HOLDING CO POMINSKI LISA Officer BUY $46.00 1 $46 15,602
2018-03-22 22:28 2018-03-20 WSBC WESBANCO INC FRAGALE ERNEST S Director SELL $43.96 86 $3,778 2,379
2018-03-21 18:08 2018-03-15 ASRV AMERISERV FINANCIAL INC /PA/ WISE ROBERT L Director BUY $4.15 167 $692 139,914
2018-03-22 00:04 2018-03-21 BANF BANCFIRST CORP /OK/ R BANKING LTD PTNRSHP 10% owner SELL $56.02 3,600 $201,655 10,752,470
2018-03-20 23:03 2018-03-16 COF CAPITAL ONE FINANCIAL CORP Blackley Richard Scott Officer SELL $98.19 2,194 $215,429 38,537
2018-03-20 22:16 2018-03-15 CBKM CONSUMERS BANCORP INC /OH/ PADEN FRANK L Director BUY $21.04 72 $1,508 3,769
2018-03-19 20:35 2018-03-15 CAC CAMDEN NATIONAL CORP Rose Patricia A Officer BUY $30.15 331 $9,980 2,450
2018-03-19 20:32 2018-03-15 CAC CAMDEN NATIONAL CORP Hayden Edmund M Officer BUY $30.15 537 $16,191 7,988
2018-03-19 20:38 2018-03-15 CAC CAMDEN NATIONAL CORP Nightingale Timothy P Officer BUY $30.15 616 $18,572 42,572
2018-03-19 20:03 2018-03-15 CAC CAMDEN NATIONAL CORP JORDAN DEBORAH A Officer BUY $30.15 961 $28,974 51,702
2018-03-19 20:28 2018-03-15 CAC CAMDEN NATIONAL CORP DUFOUR GREGORY A Director, Officer BUY $30.15 1,810 $54,572 85,725
2018-03-19 20:30 2018-03-15 CAC CAMDEN NATIONAL CORP CAMPBELL JOANNE T Officer BUY $30.15 537 $16,191 20,652
2018-03-20 00:20 2018-03-19 BANF BANCFIRST CORP /OK/ R BANKING LTD PTNRSHP 10% owner SELL $56.10 1,600 $89,760 10,756,070
2018-03-19 17:51 2018-03-16 BANF BANCFIRST CORP /OK/ R BANKING LTD PTNRSHP 10% owner SELL $56.02 7,930 $444,243 10,757,670
2018-03-16 19:04 2018-03-15 AROW Arrow Financial Corporation O'Conor Raymond F Director SELL $34.40 500 $17,200 48,327
2018-03-16 16:39 2018-03-15 NCBS NICOLET BANKSHARES INC Madson Patrick Joseph Officer SELL $55.84 2,200 $122,839 20,011
2018-03-16 23:07 2018-03-13 CFBK CF BANKSHARES INC. O'Dell Timothy T Director, Officer BUY $2.28 900 $2,051 912,375
2018-03-17 02:29 2018-03-16 SMBK SMARTFINANCIAL INC. Johnson C Bryan Officer BUY $23.57 4,000 $94,260 9,250
2018-03-17 00:02 2018-03-14 SMBK SMARTFINANCIAL INC. Miller Ted Charles Director BUY $23.02 473 $10,888 107,458
2018-03-15 23:20 2018-03-14 FHN FIRST HORIZON CORP Daniel John M Officer SELL $19.79 22,389 $443,002 215,980
2018-03-16 01:48 2018-03-13 LARK LANDMARK BANCORP INC HERPICH MARK A Officer OPT+S $28.72 4,483 $128,738 71,584
2018-03-15 01:31 2017-05-12 AROW Arrow Financial Corporation Miller Elizabeth Director SELL $32.88 205 $6,740 5,529
2018-03-14 23:32 2018-03-12 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. 10% owner BUY $35.18 9,833 $345,964 350,316
2018-03-15 03:33 2018-03-13 SMBK SMARTFINANCIAL INC. Tucker Steven B. Director BUY $23.25 2,480 $57,658 6,730
2018-03-15 03:52 2018-03-12 SMBK SMARTFINANCIAL INC. Miller Ted Charles Director BUY $23.02 8,938 $205,785 106,985
2018-03-15 02:16 2018-03-14 UMBF UMB FINANCIAL CORP Murphy Timothy R. Director BUY $76.23 1,500 $114,345 6,135
2018-03-13 23:11 2018-02-05 FNB FNB CORP/PA/ Bena Pamela A Director BUY $14.15 2,750 $38,917 4,050
2018-03-13 16:38 2018-03-12 BANF BANCFIRST CORP /OK/ Lawrence Kevin Officer OPT+S $56.30 2,000 $112,591 0
2018-03-14 01:41 2018-03-12 WSFS WSFS FINANCIAL CORP Geraghty Paul D Officer OPT+S $50.19 10,353 $519,573 19,743
2018-03-14 02:54 2018-03-09 NBHC National Bank Holdings Corp LILLY BRIAN F Officer OPT+S $33.67 154,358 $5,196,632 126,482
2018-03-13 17:12 2018-03-09 WSFS WSFS FINANCIAL CORP WRIGHT RICHARD Officer OPT+S $50.11 7,500 $375,850 45,452
2018-03-13 23:00 2018-03-09 RF REGIONS FINANCIAL CORP FAST ERIC C Director SELL $19.80 20,000 $396,080 0
2018-03-13 18:21 2018-03-06 NCBS NICOLET BANKSHARES INC GILSON MICHAEL J Director OPT+S $54.50 4,694 $255,823 24,739
2018-03-13 18:01 2018-03-06 NCBS NICOLET BANKSHARES INC Lawson Ann Kuchera Officer SELL $54.25 2,200 $119,350 19,677
2018-03-13 15:38 2018-03-12 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B CARPENTER HAROLD R Officer SELL $68.44 11,835 $809,929 99,021
2018-03-14 00:24 2018-03-09 LARK LANDMARK BANCORP INC HERPICH MARK A Officer OPT+S $28.90 3,825 $110,543 71,584
2018-03-13 20:25 2018-03-09 CFBK CF BANKSHARES INC. Helmsdoerfer John W Jr Officer BUY $2.38 3,200 $7,625 103,028
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.