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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
2018-03-01 02:24 2018-02-26 CMA COMERICA INC RITCHIE MICHAEL T Officer SELL $99.45 4,000 $397,808 16,436
2018-03-01 02:19 2018-02-26 CMA COMERICA INC Carr Muneera S Officer SELL $99.34 2,321 $230,560 15,798
2018-02-28 19:10 2018-02-26 FRME FIRST MERCHANTS CORP Stewart Michael J Officer SELL $42.60 2,219 $94,529 53,487
2018-02-28 20:49 2018-02-26 CFR CULLEN/FROST BANKERS, INC. Bracher Paul Officer OPT+S $105.79 9,360 $990,194 78,364
2018-02-28 17:23 2018-02-27 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Samuel Ronald L Director, Officer SELL $66.06 3,000 $198,192 46,788
2018-02-28 20:29 2018-02-27 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Linderman LeeAnne B Officer OPT+S $56.00 1,041 $58,296 12,724
2018-02-27 19:46 2017-08-16 NKSH NATIONAL BANKSHARES INC Fitzwater Norman V III Director BUY $37.25 1,000 $37,250 4,000
2018-02-28 00:27 2018-02-23 USB US BANCORP DE Kelligrew James B Officer SELL $55.05 20,000 $1,101,000 65,567
2018-02-28 00:28 2018-02-23 USB US BANCORP DE Elmore John R. Officer SELL $54.89 20,000 $1,097,800 103,362
2018-02-28 00:19 2018-02-23 USB US BANCORP DE von Gillern Jeffry H. Officer SELL $55.02 13,641 $750,528 126,387
2018-02-28 00:25 2018-02-23 USB US BANCORP DE GODRIDGE LESLIE V Officer SELL $54.99 24,500 $1,347,255 47,000
2018-02-27 22:04 2017-11-03 NCBS NICOLET BANKSHARES INC HERLACHE THOMAS L Director SELL $56.38 1,640 $92,463 4,918
2018-02-28 00:23 2018-02-26 USB US BANCORP DE OMALEY DAVID B Director SELL $55.60 10,000 $556,000 231,682
2018-02-28 03:05 2018-02-26 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ MCLEAN SCOTT J Officer OPT+S $56.15 31,309 $1,758,047 181,533
2018-02-28 02:41 2018-02-27 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ BLACKFORD DAVID E Officer SELL $56.75 1,059 $60,098 24,136
2018-02-27 00:29 2018-02-22 COF CAPITAL ONE FINANCIAL CORP Santos Kleber Officer SELL $97.74 5,607 $548,028 15,894
2018-02-27 01:17 2018-02-23 RF REGIONS FINANCIAL CORP Smith Ronald G. Officer OPT+S $19.32 92,301 $1,783,255 359,985
2018-02-26 23:30 2018-02-26 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ STEPHENS STEVEN DAN Officer SELL $54.87 7,100 $389,577 69,634
2018-02-24 02:46 2018-02-22 SFNC SIMMONS FIRST NATIONAL CORP Wade Steven C Officer OPT+S $29.34 8,610 $252,617 15,602
2018-02-24 00:51 2018-02-21 KEY KEYCORP /NEW/ DeAngelis Robert A Officer OPT+S $21.11 25,000 $527,750 150,053
2018-02-24 00:33 2018-02-21 CMA COMERICA INC BABB RALPH W JR Director, Officer OPT+S $99.30 50,000 $4,964,950 603,110
2018-02-23 03:00 2018-02-22 BBT TRUIST FINANCIAL CORP Boyer K. David Jr. Director SELL $55.03 2,500 $137,587 9,261
2018-02-23 00:20 2018-02-20 USB US BANCORP DE Parker P.W. Officer OPT+S $55.95 98,485 $5,510,413 319,255
2018-02-23 03:00 2018-02-21 BBT TRUIST FINANCIAL CORP Starnes Clarke R III Officer OPT+S $55.40 22,629 $1,253,622 118,369
2018-02-22 00:38 2018-02-20 PRK PARK NATIONAL CORP /OH/ ONEILL ROBERT E Director SELL $103.13 368 $37,953 0
2018-02-22 00:42 2018-02-16 VABK Virginia National Bankshares Corp Wright Bryan D Director BUY $39.55 190 $7,515 7,434
2018-02-22 01:14 2018-02-21 NBHC National Bank Holdings Corp Warren Burney S. III Director SELL $34.00 3,841 $130,594 20,542
2018-02-21 22:21 2018-02-21 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B BURNS GREGORY L Director SELL $66.60 3,008 $200,333 30,090
2018-02-21 18:46 2018-02-16 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Brock Charles E Director SELL $64.71 2,162 $139,900 36,136
2018-02-21 22:59 2018-02-20 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ALEXANDER BRUCE K Officer OPT+S $54.81 4,754 $260,551 17,299
2018-02-21 22:40 2018-02-21 LCNB LCNB CORP Miller Michael Robert Officer BUY $19.00 500 $9,500 3,031
2018-02-20 18:22 2018-02-15 ASRV AMERISERV FINANCIAL INC /PA/ WISE ROBERT L Director BUY $4.10 169 $692 139,280
2018-02-21 00:09 2018-02-15 PNBK PATRIOT NATIONAL BANCORP INC Davis Samuel S Officer SELL $18.81 1,307 $24,583 577
2018-02-21 00:35 2018-02-16 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. 10% owner BUY $34.49 4,700 $162,103 340,483
2018-02-21 00:25 2018-02-16 UMBF UMB FINANCIAL CORP Brian J Walker Officer OPT+S $76.36 3,454 $263,734 5,908
2018-02-20 17:26 2018-02-15 OCFC OCEANFIRST FINANCIAL CORP CATANIA ANGELO Director OPT+S $26.47 1,505 $39,837 24,364
2018-02-16 19:23 2018-02-14 CMTV COMMUNITY BANCORP /VT Laforce David Director BUY $16.89 400 $6,756 400
2018-02-16 20:30 2018-02-15 SFNC SIMMONS FIRST NATIONAL CORP Bryant Vernon Wilson Jr. Officer SELL $28.99 10,000 $289,932 311,706
2018-02-17 00:02 2018-02-15 KEY KEYCORP /NEW/ Gorman Christopher M. Officer, 10% owner OPT+S $20.97 56,038 $1,175,117 486,551
2018-02-17 04:13 2018-02-14 HOPE HOPE BANCORP INC KIM JASON K Officer SELL $18.56 20,924 $388,381 32,446
2018-02-16 01:05 2018-02-15 AROW Arrow Financial Corporation O'Conor Raymond F Director SELL $33.20 500 $16,600 48,827
2018-02-16 00:04 2018-02-15 TBBK Bancorp, Inc. KOZLOV HERSH Director SELL $10.59 5,000 $52,974 70,000
2018-02-15 19:17 2018-02-13 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Linderman LeeAnne B Officer OPT+S $52.00 3,060 $159,120 10,357
2018-02-15 19:15 2018-02-13 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ BLACKFORD DAVID E Officer SELL $51.78 2,047 $105,992 19,961
2018-02-15 19:13 2018-02-14 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ James Dianne R Officer SELL $54.25 1,500 $81,375 18,407
2018-02-16 02:17 2018-02-13 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. 10% owner BUY $33.52 27,290 $914,878 335,783
2018-02-15 01:36 2018-01-08 OCFC OCEANFIRST FINANCIAL CORP Burke Joseph J Director OPT+S $26.73 1,490 $39,828 21,081
2018-02-13 23:18 2018-02-13 N/A WILSON BANK HOLDING CO Oakley Clark Officer BUY $44.75 41 $1,835 1,618
2018-02-13 22:23 2018-02-13 N/A WILSON BANK HOLDING CO BELL CHARLES A Director SELL $44.75 1,118 $50,031 163,301
2018-02-13 23:05 2018-02-13 N/A WILSON BANK HOLDING CO MCDEARMAN JOHN Officer BUY $44.75 22 $985 6,279
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.