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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
2017-12-06 00:24 2017-12-04 FDBC FIDELITY D & D BANCORP INC O'Brien Timothy P SELL $40.75 625 $25,469 5,785
2017-12-05 18:09 2017-12-01 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $74.24 13 $1,000 19,024
2017-12-04 19:01 2017-11-30 CAC CAMDEN NATIONAL CORP Hayden Edmund M Officer SELL $45.56 2,340 $106,605 6,184
2017-12-05 00:27 2017-11-30 SFNC SIMMONS FIRST NATIONAL CORP KIRKLAND CHRISTOPHER R Director SELL $56.77 160,000 $9,082,400 138,715
2017-12-05 00:44 2017-11-30 CFR CULLEN/FROST BANKERS, INC. Salinas Jerry Officer OPT+S $99.65 12,000 $1,195,746 12,184
2017-12-04 20:54 2017-12-01 FUNC FIRST UNITED CORP/MD/ RUDY IRVIN ROBERT Director SELL $17.65 5 $88 28,118
2017-12-05 00:16 2017-12-04 NWBI Northwest Bancshares, Inc. HARVEY WILLIAM W Officer SELL $17.28 10,000 $172,796 148,649
2017-12-04 22:12 2017-12-01 ASRV AMERISERV FINANCIAL INC /PA/ SLATER THOMAS C Director SELL $4.25 1,400 $5,950 68,062
2017-12-04 22:37 2017-12-01 FDBC FIDELITY D & D BANCORP INC O'Brien Timothy P OPT+S $39.00 1,500 $58,500 6,410
2017-12-05 00:07 2017-11-30 SFST SOUTHERN FIRST BANCSHARES INC Dowling Michael D Officer SELL $42.29 4,000 $169,153 26,507
2017-12-02 00:39 2017-11-29 PNC PNC FINANCIAL SERVICES GROUP, INC. Rockey Joseph E Officer OPT+S $138.88 17,000 $2,360,897 11,828
2017-12-01 21:39 2017-11-30 WFC WELLS FARGO & COMPANY/MN Shrewsberry John R. Officer SELL $56.90 70,000 $3,983,000 264,466
2017-12-01 19:32 2017-11-30 VABK Virginia National Bankshares Corp Dittmar William D Jr. Director BUY $39.00 1,400 $54,600 175,236
2017-12-02 00:15 2017-11-29 PNC PNC FINANCIAL SERVICES GROUP, INC. Parsley E William III Officer OPT+S $138.68 25,000 $3,467,110 86,237
2017-12-02 01:39 2017-11-29 WSFS WSFS FINANCIAL CORP MAZARAKIS S JAMES Officer OPT+S $51.49 1,868 $96,183 41,127
2017-12-02 00:16 2017-11-29 PNC PNC FINANCIAL SERVICES GROUP, INC. Reilly Robert Q Officer OPT+S $139.00 10,000 $1,390,000 103,299
2017-12-02 01:33 2017-11-30 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD PARTNERS, L.L.C. 10% owner BUY $35.95 81,537 $2,931,255 30,338
2017-12-02 01:33 2017-11-29 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD PARTNERS, L.L.C. 10% owner SELL $36.51 28,511 $1,041,039 29,191
2017-12-01 17:54 2017-11-30 FUNC FIRST UNITED CORP/MD/ RUDY IRVIN ROBERT Director SELL $17.55 500 $8,775 28,123
2017-12-01 21:32 2017-11-30 WFC WELLS FARGO & COMPANY/MN LEVY RICHARD Officer SELL $56.47 97,000 $5,477,590 65,222
2017-12-01 19:01 2017-11-29 CFR CULLEN/FROST BANKERS, INC. GREEN PHILLIP D Director, Officer OPT+S $100.51 14,417 $1,449,116 31,403
2017-12-02 03:45 2017-11-30 HOPE HOPE BANCORP INC Koh Steven Director SELL $19.00 41,423 $787,211 54,014
2017-12-02 03:44 2017-11-29 HOPE HOPE BANCORP INC Song David Lee Officer SELL $19.25 3,000 $57,750 8,233
2017-12-02 01:29 2017-11-29 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. 10% owner BUY $36.09 109,633 $3,956,765 30,338
2017-12-02 01:29 2017-11-29 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. 10% owner SELL $36.20 145,682 $5,273,426 22,865
2017-12-01 00:16 2017-11-29 FRME FIRST MERCHANTS CORP Marhenke Michael C Director BUY $43.68 2,000 $87,350 33,543
2017-12-01 00:54 2017-11-28 BBT TRUIST FINANCIAL CORP Goodrich Donna C Officer SELL $46.77 10,799 $505,085 3,689
2017-11-30 18:48 2017-11-29 CHCO CITY HOLDING CO BUMGARNER DAVID L Officer SELL $73.00 1,000 $73,000 10,965
2017-12-01 00:09 2017-11-28 TBBK Bancorp, Inc. Beach Walter T Director SELL $9.67 43,856 $424,267 22,000
2017-11-30 18:52 2017-11-29 FISI FINANCIAL INSTITUTIONS INC BOSWELL DONALD Director BUY $33.40 359 $11,991 1,635
2017-11-30 17:51 2017-11-28 CAC CAMDEN NATIONAL CORP CAMPBELL JOANNE T Officer SELL $44.05 2,271 $100,038 17,916
2017-11-30 18:45 2017-11-29 FUNC FIRST UNITED CORP/MD/ RUDY IRVIN ROBERT Director SELL $17.42 3,500 $60,975 28,623
2017-11-30 19:25 2017-11-28 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Samuel Ronald L Director, Officer SELL $65.96 3,000 $197,870 53,794
2017-12-01 00:11 2017-11-29 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ BLACKFORD DAVID E Officer OPT+S $49.51 5,000 $247,550 22,997
2017-11-30 01:00 2017-11-28 HWBK HAWTHORN BANCSHARES, INC. Burkhead Frank E. Director BUY $20.25 334 $6,764 8,112
2017-11-30 00:13 2017-11-27 TBBK Bancorp, Inc. McEntee James J III Director SELL $9.57 89,934 $861,091 130,150
2017-11-30 01:13 2017-11-27 TBBK Bancorp, Inc. COHEN DANIEL G Director SELL $9.53 250,000 $2,381,900 120,000
2017-11-30 01:14 2017-11-29 CBU COMMUNITY FINANCIAL SYSTEM, INC. MICHAEL R KALLET Director SELL $56.38 7,500 $422,848 4,103
2017-11-30 00:04 2017-11-28 HWBK HAWTHORN BANCSHARES, INC. BRUEGENHEMKE KATHLEEN L Director, Officer BUY $20.25 333 $6,743 15,006
2017-11-30 00:22 2017-11-28 HWBK HAWTHORN BANCSHARES, INC. TURNER DAVID T Director, Officer BUY $20.25 333 $6,743 23,061
2017-11-29 23:21 2017-11-28 HWBK HAWTHORN BANCSHARES, INC. FREEMAN PHILIP D Director BUY $20.25 333 $6,743 72,196
2017-11-29 23:37 2017-11-28 HWBK HAWTHORN BANCSHARES, INC. RILEY KEVIN L Director BUY $20.25 333 $6,743 22,340
2017-11-30 02:11 2017-11-27 HOPE HOPE BANCORP INC Koh Steven Director SELL $19.00 57,833 $1,098,850 95,437
2017-11-29 21:18 2017-11-28 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Morris Michael Officer OPT+S $47.96 14,043 $673,442 22,201
2017-11-29 21:18 2017-11-28 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ALEXANDER BRUCE K Officer OPT+S $47.97 6,089 $292,091 17,766
2017-11-30 02:39 2017-11-29 UMBF UMB FINANCIAL CORP Macke Kevin M Officer SELL $75.50 1,332 $100,566 7,444
2017-11-28 22:22 2017-11-27 NCBS NICOLET BANKSHARES INC GILSON MICHAEL J Director OPT+S $58.00 2,286 $132,598 24,739
2017-11-28 21:29 2017-11-22 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Reilly Joseph L. Officer SELL $46.70 23,271 $1,086,658 35,509
2017-11-28 21:28 2017-11-22 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Maio Keith D Officer OPT+S $46.44 13,019 $604,548 46,288
2017-11-28 21:28 2017-11-27 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ LAURSEN THOMAS E Officer SELL $46.55 1,600 $74,472 21,884
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.