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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
2018-01-22 17:25 2018-01-19 BANF BANCFIRST CORP /OK/ R BANKING LTD PTNRSHP 10% owner SELL $56.06 38,518 $2,159,215 10,947,241
2018-01-20 00:53 2018-01-19 JPM JPMORGAN CHASE & CO Scher Peter Officer SELL $113.42 26,532 $3,009,376 0
2018-01-20 00:53 2018-01-17 PNC PNC FINANCIAL SERVICES GROUP, INC. HANNON MICHAEL J Officer SELL $154.20 8,011 $1,235,280 0
2018-01-19 00:50 2018-01-18 JPM JPMORGAN CHASE & CO CROWN JAMES S Director BUY $113.37 7,280 $825,327 21,612
2018-01-18 01:20 2018-01-16 JPM JPMORGAN CHASE & CO Scher Peter Officer OPT+S $112.20 17,057 $1,913,795 73,116
2018-01-18 01:14 2018-01-16 JPM JPMORGAN CHASE & CO Giles Nicole Officer OPT+S $112.45 3,783 $425,399 4,093
2018-01-18 01:08 2018-01-16 JPM JPMORGAN CHASE & CO Friedman Stacey Officer OPT+S $112.33 17,729 $1,991,491 3,448
2018-01-18 00:55 2018-01-16 FFBC FIRST FINANCIAL BANCORP /OH/ Neighbours John T Director BUY $28.20 287 $8,094 2,765
2018-01-18 00:54 2018-01-16 FFBC FIRST FINANCIAL BANCORP /OH/ Meyer Jeffrey D Director BUY $28.20 297 $8,376 4,336
2018-01-18 01:10 2018-01-16 JPM JPMORGAN CHASE & CO BACON ASHLEY Officer OPT+S $112.22 16,434 $1,844,230 74,547
2018-01-18 01:16 2018-01-16 JPM JPMORGAN CHASE & CO Lake Marianne Officer OPT+S $112.22 9,194 $1,031,723 27,579
2018-01-18 01:18 2018-01-16 JPM JPMORGAN CHASE & CO Petno Douglas B Officer OPT+S $112.22 48,344 $5,425,140 37,499
2018-01-18 00:10 2018-01-12 COF CAPITAL ONE FINANCIAL CORP Slocum Michael Officer OPT+S $105.00 27,818 $2,920,890 45,574
2018-01-18 00:48 2018-01-16 FFBC FIRST FINANCIAL BANCORP /OH/ Booth Cynthia O Director BUY $28.20 197 $5,556 5,714
2018-01-18 00:47 2018-01-16 FFBC FIRST FINANCIAL BANCORP /OH/ Barker David S Director BUY $28.20 333 $9,391 10,429
2018-01-18 01:12 2018-01-16 JPM JPMORGAN CHASE & CO Erdoes Mary E. Officer OPT+S $112.25 65,101 $7,307,438 391,979
2018-01-18 00:07 2018-01-12 COF CAPITAL ONE FINANCIAL CORP Sanjiv Yajnik Officer SELL $105.00 10,086 $1,059,030 71,367
2018-01-18 00:46 2018-01-16 FFBC FIRST FINANCIAL BANCORP /OH/ Ach J Wickliffe Director BUY $28.20 96 $2,707 4,876
2018-01-18 00:52 2018-01-16 FFBC FIRST FINANCIAL BANCORP /OH/ kramer william j Director BUY $28.20 96 $2,707 4,786
2018-01-18 00:56 2018-01-16 FFBC FIRST FINANCIAL BANCORP /OH/ olszewski richard e Director BUY $28.20 269 $7,586 14,878
2018-01-18 00:57 2018-01-16 FFBC FIRST FINANCIAL BANCORP /OH/ Rahe Maribeth S Director BUY $28.20 341 $9,617 11,838
2018-01-17 20:16 2018-01-16 CHCO CITY HOLDING CO FISHER ROBERT D Director BUY $70.41 162 $11,406 30,107
2018-01-18 00:30 2018-01-16 NBTB NBT BANCORP INC CHEWENS MICHAEL J Officer SELL $38.41 4,190 $160,938 51,351
2018-01-18 00:51 2018-01-16 FFBC FIRST FINANCIAL BANCORP /OH/ PURKRABEK KNUST SUSAN L Director BUY $28.20 203 $5,725 11,380
2018-01-18 00:50 2018-01-16 FFBC FIRST FINANCIAL BANCORP /OH/ MURPH KNAPKE Director BUY $28.20 196 $5,527 10,158
2018-01-18 00:49 2018-01-16 FFBC FIRST FINANCIAL BANCORP /OH/ FINNERTY CORINNE R Director BUY $28.20 224 $6,317 19,445
2018-01-17 20:16 2018-01-16 CHCO CITY HOLDING CO HYLTON TRACY W II Director BUY $70.41 140 $9,857 45,532
2018-01-16 20:52 2018-01-16 AROW Arrow Financial Corporation O'Conor Raymond F Director SELL $34.35 500 $17,175 49,327
2018-01-11 02:46 2018-01-08 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B TURNER M TERRY Director, Officer OPT+S $67.11 31,171 $2,091,886 458,530
2018-01-09 00:10 2018-01-04 COF CAPITAL ONE FINANCIAL CORP HACKETT ANN F Director OPT+S $102.00 6,361 $648,822 58,011
2018-01-05 01:17 2018-01-02 COF CAPITAL ONE FINANCIAL CORP FINNERAN JOHN G JR Officer OPT+S $99.23 47,729 $4,735,924 96,551
2018-01-05 01:18 2018-01-02 COF CAPITAL ONE FINANCIAL CORP WARNER BRADFORD H Director OPT+S $99.46 3,000 $298,392 50,085
2018-01-04 00:02 2018-01-02 FRME FIRST MERCHANTS CORP Lehman Gary Director BUY $42.62 39 $1,667 37,477
2018-01-04 00:02 2018-01-02 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $42.62 12 $500 35,646
2018-01-04 01:21 2017-12-29 LARK LANDMARK BANCORP INC ALEXANDER PATRICK L Director, Officer SELL $29.00 157 $4,553 34,446
2018-01-03 00:11 2017-12-22 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. 10% owner BUY $35.61 3,862 $137,524 26,341
2018-01-03 00:11 2017-12-22 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. 10% owner SELL $35.65 48,355 $1,723,856 320,785
2017-12-30 00:26 2017-12-21 WSBC WESBANCO INC NELSON F ERIC JR Director SELL $42.07 12,000 $504,876 26,733
2017-12-29 22:47 2017-12-27 LARK LANDMARK BANCORP INC SCHEOPNER MICHAEL E Director, Officer OPT+S $28.75 13,363 $384,186 65,150
2017-12-28 23:08 2017-12-26 LARK LANDMARK BANCORP INC ALEXANDER PATRICK L Director, Officer SELL $28.75 5,000 $143,750 34,603
2017-12-28 21:41 2017-12-28 FMCB FARMERS & MERCHANTS BANCORP STEINWERT KENT A Director, Officer BUY $665.00 18 $11,970 17,797
2017-12-28 00:10 2017-12-22 COF CAPITAL ONE FINANCIAL CORP Slocum Michael Officer OPT+S $100.00 26,405 $2,640,500 45,574
2017-12-28 00:10 2017-12-22 COF CAPITAL ONE FINANCIAL CORP Sanjiv Yajnik Officer OPT+S $100.00 156,278 $15,627,800 81,453
2017-12-28 00:53 2017-12-22 CBU COMMUNITY FINANCIAL SYSTEM, INC. DAVIS JEFFREY L Director SELL $54.72 405 $22,162 0
2017-12-27 16:31 2017-12-27 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Samuel Ronald L Director, Officer SELL $67.20 3,000 $201,600 49,794
2017-12-28 02:17 2017-12-27 FMCB FARMERS & MERCHANTS BANCORP STEINWERT KENT A Director, Officer BUY $650.00 113 $73,450 17,779
2017-12-22 16:57 2017-12-21 NEWT NewtekOne, Inc. Mulia Salvatore Francis Director BUY $18.46 500 $9,230 67,363
2017-12-22 22:47 2017-12-21 CBU COMMUNITY FINANCIAL SYSTEM, INC. DONAHUE BRIAN D Officer OPT+S $55.19 5,535 $305,481 38,309
2017-12-22 19:49 2017-12-15 ASRV AMERISERV FINANCIAL INC /PA/ WISE ROBERT L Director BUY $4.21 164 $692 138,942
2017-12-22 01:21 2017-12-21 WSBC WESBANCO INC NELSON F ERIC JR Director SELL $42.06 12,500 $525,738 26,233
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.