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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
2018-02-13 21:45 2018-02-12 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ BLACKFORD DAVID E Officer OPT+S $51.47 4,115 $211,791 22,008
2018-02-12 18:07 2018-02-12 FNB FNB CORP/PA/ Mencini Frank C Director BUY $13.81 2,000 $27,620 24,611
2018-02-12 18:55 2018-02-09 FNB FNB CORP/PA/ HORMELL ROBERT A Director BUY $13.40 1,500 $20,100 65,619
2018-02-12 18:48 2018-02-08 FNB FNB CORP/PA/ HORMELL ROBERT A Director BUY $13.80 3,000 $41,400 64,119
2018-02-12 21:18 2018-02-12 WFC WELLS FARGO & COMPANY/MN SARGENT RONALD Director BUY $55.98 9,000 $503,820 18,050
2018-02-09 19:33 2018-02-05 FNB FNB CORP/PA/ Bena Pamela A Director BUY $14.15 2,750 $38,917 3,850
2018-02-10 00:50 2018-02-09 VABK Virginia National Bankshares Corp BAYES VIRGINIA R Officer BUY $39.55 825 $32,628 6,736
2018-02-08 22:38 2018-02-06 VABK Virginia National Bankshares Corp Dittmar William D Jr. Director BUY $39.55 1,000 $39,550 176,236
2018-02-08 22:51 2018-02-06 NWBI Northwest Bancshares, Inc. Ritzert Gerald J Officer SELL $16.56 12,200 $202,056 35,057
2018-02-08 01:14 2018-02-05 BDGE Dime Community Bancshares, Inc. /NY/ McCOY JR. ALBERT E Director BUY $33.46 6,200 $207,462 9,528
2018-02-07 22:40 2018-02-06 WBS WEBSTER FINANCIAL CORP BECKER JOEL S Director OPT+S $54.22 5,064 $274,565 53,219
2018-02-08 00:38 2018-02-05 BBT TRUIST FINANCIAL CORP QUBEIN NIDO R Director OPT+S $54.50 21,025 $1,145,947 51,791
2018-02-07 23:11 2018-02-06 FDBC FIDELITY D & D BANCORP INC CALI BRIAN J Director BUY $49.50 1,050 $51,975 323,608
2018-02-07 22:59 2018-02-06 FDBC FIDELITY D & D BANCORP INC MCDONALD MICHAEL J Director BUY $49.50 1,050 $51,975 112,866
2018-02-07 22:41 2018-02-06 FDBC FIDELITY D & D BANCORP INC O'Donnell Kristin D Director BUY $49.50 1,050 $51,975 32,139
2018-02-07 22:25 2018-02-06 FDBC FIDELITY D & D BANCORP INC DEMPSEY PATRICK J Director BUY $49.50 1,050 $51,975 29,503
2018-02-07 21:58 2018-02-06 FDBC FIDELITY D & D BANCORP INC Lettieri Richard J Director BUY $49.50 1,050 $51,975 43,406
2018-02-07 21:35 2018-02-06 FDBC FIDELITY D & D BANCORP INC COGNETTI JOHN T Director BUY $49.50 1,050 $51,975 9,328
2018-02-07 20:39 2018-02-06 FDBC FIDELITY D & D BANCORP INC TRESSLER DAVID L Director BUY $49.50 1,050 $51,975 22,283
2018-02-07 20:26 2018-02-06 FDBC FIDELITY D & D BANCORP INC MCDONALD MARY E Director BUY $49.50 1,050 $51,975 138,938
2018-02-07 00:22 2018-02-02 SFNC SIMMONS FIRST NATIONAL CORP Bryant Vernon Wilson Jr. Officer SELL $58.16 10,000 $581,587 160,853
2018-02-07 00:17 2018-02-02 CMA COMERICA INC Guilfoile Peter William Officer SELL $97.00 1,052 $102,044 13,334
2018-02-07 02:46 2018-02-02 NBHC National Bank Holdings Corp Newfield Richard U Jr. Officer OPT+S $33.20 25,000 $830,015 102,507
2018-02-07 00:16 2018-02-06 NWBI Northwest Bancshares, Inc. Meegan John P Director BUY $16.14 1,000 $16,144 20,000
2018-02-07 00:39 2018-02-05 VLY VALLEY NATIONAL BANCORP LENNER MARC J Director BUY $12.23 2,040 $24,945 47,001
2018-02-06 22:31 2018-02-06 N/A WILSON BANK HOLDING CO FREEMAN JOHN B Director BUY $44.75 312 $13,962 38,663
2018-02-07 00:16 2018-02-02 CMA COMERICA INC BABB RALPH W JR Director, Officer OPT+S $97.61 65,300 $6,374,194 603,110
2018-02-06 22:19 2018-02-02 WABC WESTAMERICA BANCORPORATION SCHNECK JAMES J Officer OPT+S $58.79 47,200 $2,775,110 25
2018-02-07 01:07 2017-07-24 NCBS NICOLET BANKSHARES INC MERKATORIS SUSAN L Director SELL $54.21 250 $13,553 99,200
2018-02-06 00:18 2018-02-02 VABK Virginia National Bankshares Corp BAYES VIRGINIA R Officer SELL $39.50 825 $32,588 5,911
2018-02-05 21:55 2018-02-01 FRME FIRST MERCHANTS CORP Lehman Gary Director BUY $43.51 38 $1,667 37,515
2018-02-06 01:55 2018-02-02 CFR CULLEN/FROST BANKERS, INC. Perotti William L Officer OPT+S $105.57 13,000 $1,372,402 79,382
2018-02-05 21:55 2018-02-01 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $43.51 11 $500 35,598
2018-02-05 14:00 2018-02-01 BANC BANC OF CALIFORNIA, INC. Bogler John A. Officer BUY $19.30 20,000 $386,000 37,500
2018-02-05 23:44 2018-02-05 ATLO AMES NATIONAL CORP Hoff Curtis A BUY $27.60 1,000 $27,595 5,000
2018-02-06 01:12 2018-01-29 CFR CULLEN/FROST BANKERS, INC. ALEXANDER R DENNY Director SELL $107.50 3,000 $322,500 16,050
2018-02-05 17:45 2018-02-01 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $76.06 276 $21,000 19,940
2018-02-06 00:55 2018-02-05 OCFC OCEANFIRST FINANCIAL CORP BRADY STEVEN E Director SELL $26.02 20,000 $520,320 6,374
2018-02-06 00:50 2018-02-05 OCFC OCEANFIRST FINANCIAL CORP IANTOSCA JOSEPH R SELL $26.40 5,000 $132,000 38,527
2018-02-02 22:14 2018-02-01 WBS WEBSTER FINANCIAL CORP Pettie Mark Director SELL $56.34 3,291 $185,415 16,405
2018-02-03 00:15 2018-02-02 FNB FNB CORP/PA/ CAMPBELL WILLIAM B Director SELL $14.48 3,300 $47,784 78,070
2018-02-03 00:41 2018-02-01 SNV SYNOVUS FINANCIAL CORP HOLLADAY MARK G Officer SELL $50.16 5,000 $250,800 52,063
2018-02-02 20:10 2018-02-02 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B LOUGHRY ED C JR Director SELL $64.30 1,873 $120,434 41,807
2018-02-02 19:17 2018-01-31 SFST SOUTHERN FIRST BANCSHARES INC Strickland F Justin Officer SELL $43.50 3,893 $169,346 67,889
2018-02-02 00:36 2018-02-01 SNV SYNOVUS FINANCIAL CORP Gula Allen J Officer SELL $50.22 2,450 $123,039 70,111
2018-02-01 23:28 2018-02-01 FISI FINANCIAL INSTITUTIONS INC DORN ANDREW W JR Director BUY $30.95 1,557 $48,189 16,999
2018-02-01 22:05 2018-01-30 CFR CULLEN/FROST BANKERS, INC. FROST PATRICK B Director, Officer OPT+S $106.42 13,000 $1,383,460 148,536
2018-02-01 22:31 2018-01-31 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ LAURSEN THOMAS E Officer SELL $54.28 1,250 $67,844 20,634
2018-02-01 22:31 2018-01-31 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Hume Alexander Officer OPT+S $53.87 7,196 $387,649 6,133
2018-02-02 00:39 2018-02-01 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $21.10 100 $2,110 20,491
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.