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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
2017-12-22 02:40 2017-07-17 UBFO UNITED SECURITY BANCSHARES BITTER ROBERT G Director BUY $9.75 361 $3,516 335,600
2017-12-22 01:56 2017-12-21 FMCB FARMERS & MERCHANTS BANCORP Colombini Jay J Officer BUY $675.00 50 $33,750 2,653
2017-12-21 00:20 2017-12-18 COF CAPITAL ONE FINANCIAL CORP HACKETT ANN F Director OPT+S $98.00 7,000 $686,000 58,011
2017-12-21 00:11 2017-12-15 CBKM CONSUMERS BANCORP INC /OH/ Goris Bradley Director BUY $21.50 183 $3,925 7,649
2017-12-19 18:09 2017-12-15 PNC PNC FINANCIAL SERVICES GROUP, INC. Reilly Robert Q Officer OPT+S $145.51 19,576 $2,848,596 93,299
2017-12-20 00:23 2017-12-15 COF CAPITAL ONE FINANCIAL CORP Alexander Robert M. Officer SELL $96.74 6,716 $649,706 70,273
2017-12-19 19:29 2017-12-15 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Sloan Thomas R Director SELL $65.97 15,000 $989,600 113,257
2017-12-20 01:04 2017-12-18 FMCB FARMERS & MERCHANTS BANCORP Long Gary J. Director BUY $675.00 20 $13,500 899
2017-12-19 00:35 2017-12-14 COF CAPITAL ONE FINANCIAL CORP LaPrade,III Frank G. Officer OPT+S $95.00 83,046 $7,889,370 48,426
2017-12-18 20:50 2017-12-15 FRME FIRST MERCHANTS CORP WALKER TERRY L Director BUY $42.69 3,176 $135,577 49,207
2017-12-18 20:23 2017-12-18 NEWT NewtekOne, Inc. SLOANE BARRY Director, Officer BUY $18.63 1,000 $18,625 1,009,113
2017-12-18 20:35 2017-12-08 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Young Mark Richard Officer OPT+S $50.99 15,000 $764,781 10,928
2017-12-19 01:22 2017-12-18 BANF BANCFIRST CORP /OK/ R BANKING LTD PTNRSHP 10% owner SELL $56.00 3,541 $198,296 10,985,759
2017-12-19 00:46 2017-12-15 CBKM CONSUMERS BANCORP INC /OH/ Kiko Richard T Jr Director BUY $21.50 512 $11,008 2,000
2017-12-15 20:11 2017-12-13 CFR CULLEN/FROST BANKERS, INC. Wolfshohl Candace K Officer OPT+S $94.99 7,000 $664,930 6,645
2017-12-15 20:38 2017-12-15 AROW Arrow Financial Corporation O'Conor Raymond F Director SELL $35.10 500 $17,550 49,814
2017-12-16 01:07 2017-12-15 NCBS NICOLET BANKSHARES INC Madson Patrick Joseph Officer SELL $57.65 1,027 $59,208 22,211
2017-12-14 22:52 2017-12-13 FISI FINANCIAL INSTITUTIONS INC Glaser Robert M Director BUY $32.34 1,000 $32,340 13,451
2017-12-14 17:38 2017-12-12 LARK LANDMARK BANCORP INC Sloan Wayne R Director BUY $28.75 700 $20,125 7,682
2017-12-15 00:59 2017-12-14 PNBK PATRIOT NATIONAL BANCORP INC Muskus Richard A Jr. Director, Officer BUY $18.05 59 $1,065 59
2017-12-14 02:24 2017-12-13 UMBF UMB FINANCIAL CORP Swett Christian R Officer SELL $73.50 1,862 $136,854 7,830
2017-12-12 19:27 2017-12-08 PNC PNC FINANCIAL SERVICES GROUP, INC. Parsley E William III Officer OPT+S $143.43 46,307 $6,641,725 86,237
2017-12-12 17:25 2017-12-11 NWBI Northwest Bancshares, Inc. Ritzert Gerald J Officer SELL $16.57 9,592 $158,913 47,257
2017-12-13 00:46 2017-12-08 SNV SYNOVUS FINANCIAL CORP TOMLINSON PHILIP W Director SELL $48.82 1,052 $51,359 27,139
2017-12-12 20:34 2017-12-11 FDBC FIDELITY D & D BANCORP INC DEFRANCESCO SALVATORE R JR OPT+S $43.75 3,000 $131,250 19,073
2017-12-12 00:56 2017-12-07 FISI FINANCIAL INSTITUTIONS INC Dolan Paula Dollinger Officer BUY $32.88 590 $19,398 1,590
2017-12-11 18:38 2017-12-07 TRMK TRUSTMARK CORP Woods Charles Scott Officer SELL $33.32 600 $19,992 12,779
2017-12-12 01:17 2017-12-05 CBU COMMUNITY FINANCIAL SYSTEM, INC. DICERBO NICHOLAS A Director SELL $56.00 2,000 $112,000 184,622
2017-12-12 00:58 2017-12-11 BANF BANCFIRST CORP /OK/ RAINBOLT H E Director BUY $53.75 500 $26,875 606
2017-12-09 02:12 2017-12-06 LARK LANDMARK BANCORP INC SCHEOPNER MICHAEL E Director, Officer OPT+S $28.75 1,209 $34,762 65,150
2017-12-07 21:12 2017-12-06 SFNC SIMMONS FIRST NATIONAL CORP KIRKLAND CHRISTOPHER R Director SELL $55.77 38,715 $2,159,136 0
2017-12-08 00:36 2017-12-07 NWBI Northwest Bancshares, Inc. Hunter Timothy M Director BUY $16.75 2,000 $33,491 15,100
2017-12-07 20:26 2017-12-07 FUNC FIRST UNITED CORP/MD/ KURTZ ROBERT W Director SELL $16.93 200 $3,386 10,441
2017-12-07 21:16 2017-12-07 FMCB FARMERS & MERCHANTS BANCORP Colombini Jay J Officer BUY $673.50 49 $33,002 2,465
2017-12-06 23:37 2017-12-04 SFNC SIMMONS FIRST NATIONAL CORP KIRKLAND CHRISTOPHER R Director SELL $57.11 160,000 $9,137,600 38,715
2017-12-07 04:25 2017-12-04 COF CAPITAL ONE FINANCIAL CORP Slocum Michael Officer SELL $95.00 8,039 $763,705 45,574
2017-12-07 04:24 2017-12-04 COF CAPITAL ONE FINANCIAL CORP Sanjiv Yajnik Officer OPT+S $95.00 30,652 $2,911,940 176,766
2017-12-07 04:26 2017-12-04 COF CAPITAL ONE FINANCIAL CORP Berson Jory A Officer OPT+S $95.02 66,490 $6,317,900 70,955
2017-12-06 21:21 2017-12-04 WFC WELLS FARGO & COMPANY/MN Loughlin Michael J Officer SELL $57.80 17,482 $1,010,460 257,972
2017-12-07 04:25 2017-12-04 COF CAPITAL ONE FINANCIAL CORP FINNERAN JOHN G JR Officer SELL $95.00 6,490 $616,550 15,764
2017-12-07 04:25 2017-12-04 COF CAPITAL ONE FINANCIAL CORP WARNER BRADFORD H Director OPT+S $94.94 7,000 $664,580 50,085
2017-12-06 23:59 2017-12-05 RF REGIONS FINANCIAL CORP MAUPIN JOHN E JR D D S Director SELL $17.04 15,000 $255,600 59,436
2017-12-07 04:26 2017-12-04 COF CAPITAL ONE FINANCIAL CORP HACKETT ANN F Director OPT+S $95.00 7,000 $665,000 58,011
2017-12-07 01:11 2017-12-06 FMCB FARMERS & MERCHANTS BANCORP Colombini Jay J Officer BUY $670.00 1 $670 2,416
2017-12-06 19:21 2017-12-05 BANF BANCFIRST CORP /OK/ R BANKING LTD PTNRSHP 10% owner SELL $56.38 10,700 $603,287 10,989,300
2017-12-05 21:49 2017-12-01 PNC PNC FINANCIAL SERVICES GROUP, INC. Van Wyk Steven C. Officer SELL $140.98 5,000 $704,919 15,166
2017-12-05 23:38 2017-12-01 FRME FIRST MERCHANTS CORP Lehman Gary Director BUY $43.02 39 $1,667 37,080
2017-12-06 01:05 2017-12-01 COF CAPITAL ONE FINANCIAL CORP Alexander Robert M. Officer OPT+S $94.68 81,354 $7,702,434 76,989
2017-12-05 23:37 2017-12-01 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $43.02 12 $500 35,044
2017-12-06 01:28 2017-12-04 NBHC National Bank Holdings Corp Dean Robert E Director SELL $33.74 3,076 $103,776 22,910
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.