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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
2025-04-28 23:29 2025-04-24 HBAN HUNTINGTON BANCSHARES INC /MD/ Kowalski Kendall A Officer SELL $14.50 3,434 $49,796 66,847
2025-04-28 17:33 2025-04-24 FNLC First Bancorp, Inc /ME/ Swan Kimberly Director BUY $24.42 1,600 $39,072 12,183
2025-04-28 23:41 2025-04-25 CASH PATHWARD FINANCIAL, INC. Hajek Douglas J. Director SELL $79.26 1,850 $146,631 19,631
2025-04-28 21:23 2025-04-25 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $158.45 641 $101,566 560,448
2025-04-29 00:31 2025-04-28 ATLO AMES NATIONAL CORP Hagan Patrick G Director BUY $16.65 500 $8,325 8,800
2025-04-28 19:53 2025-04-25 ATLO AMES NATIONAL CORP Clausen Justin C Officer BUY $16.81 119 $2,000 1,025
2025-04-26 00:38 2025-04-23 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $160.00 1,202 $192,320 561,089
2025-04-25 20:07 2025-04-23 NIC NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director OPT+S $115.85 6,192 $717,359 33,816
2025-04-25 15:24 2025-04-24 CBKM CONSUMERS BANCORP INC /OH/ Parkinson John W Director BUY $19.08 260 $4,962 17,723
2025-04-25 01:38 2025-04-24 WABC WESTAMERICA BANCORPORATION Baker Robert James Jr Officer SELL $48.16 710 $34,191 0
2025-04-25 01:43 2025-04-24 WABC WESTAMERICA BANCORPORATION Camsey Martin Director BUY $47.50 63 $2,993 63
2025-04-24 17:46 2025-04-21 BHRB Burke & Herbert Financial Services Corp. Huffman Patrick Kip Officer BUY $0.00 1,000 $0 1,000
2025-04-24 23:14 2025-04-23 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $19.12 200 $3,824 68,583
2025-04-24 23:02 2025-04-24 CBKM CONSUMERS BANCORP INC /OH/ Parkinson John W Director BUY $19.08 260 $4,962 17,723
2025-04-24 00:15 2025-04-21 KEY KEYCORP /NEW/ Ramani Mohit Officer BUY $13.75 10,000 $137,500 10,000
2025-04-24 00:17 2025-04-21 KEY KEYCORP /NEW/ Khanna Somesh Director BUY $13.87 100 $1,387 100
2025-04-24 00:21 2025-04-22 KEY KEYCORP /NEW/ Allard Jacqui Director BUY $14.03 180 $2,525 180
2025-04-23 23:58 2025-04-22 HBAN HUNTINGTON BANCSHARES INC /MD/ Kowalski Kendall A Officer SELL $13.68 25,419 $347,737 70,281
2025-04-24 00:19 2025-04-21 KEY KEYCORP /NEW/ Tobin Richard J Director BUY $13.84 750 $10,380 750
2025-04-23 23:58 2025-04-22 HBAN HUNTINGTON BANCSHARES INC /MD/ Standridge Brantley J Officer SELL $13.69 70,417 $963,938 326,456
2025-04-23 22:09 2025-04-23 N/A WILSON BANK HOLDING CO POMINSKI LISA Director SELL $76.30 59 $4,502 4,698
2025-04-23 22:36 2025-04-21 NIC NICOLET BANKSHARES INC MERKATORIS SUSAN L Director SELL $108.58 3,700 $401,739 78,218
2025-04-22 21:22 2025-04-21 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $150.50 641 $96,471 562,291
2025-04-21 23:41 2025-04-21 USB US BANCORP DE Gillani Aleem Director BUY $37.32 5,000 $186,600 15,000
2025-04-14 19:47 2025-04-11 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $150.63 641 $96,554 562,932
2025-04-15 00:47 2025-04-14 JPM JPMORGAN CHASE & CO DIMON JAMES Director, Officer SELL $235.68 133,639 $31,495,692 1,321,357
2025-04-10 19:52 2025-04-09 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $160.00 601 $96,160 563,573
2025-04-08 22:03 2025-04-04 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $155.27 641 $99,528 564,174
2025-04-02 23:56 2025-04-01 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Richards Robert Ryan Officer SELL $49.48 316 $15,636 30,354
2025-04-01 21:44 2025-04-01 AROW Arrow Financial Corporation O'Conor Raymond F Director SELL $25.94 2,000 $51,880 31,022
2025-04-01 22:09 2025-03-28 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $174.78 1,242 $217,077 564,815
2025-04-02 04:53 2025-03-20 PNBK PATRIOT NATIONAL BANCORP INC Sugarman Steven Director, Officer BUY $0.75 7,019,978 $5,264,984 7,019,978
2025-03-29 00:03 2025-03-27 HBAN HUNTINGTON BANCSHARES INC /MD/ Lawlor Brendan A Officer SELL $15.27 721 $11,010 46,600
2025-03-27 23:03 2025-03-27 FDBC FIDELITY D & D BANCORP INC CALI BRIAN J Director, Officer BUY $44.20 279 $12,314 408,923
2025-03-26 23:35 2025-03-24 HBAN HUNTINGTON BANCSHARES INC /MD/ Lawlor Brendan A Officer SELL $15.25 3,521 $53,695 47,950
2025-03-25 22:36 2025-03-25 CHCO CITY HOLDING CO STRONG-TREISTER DIANE W Director BUY $119.85 116 $13,903 2,861
2025-03-25 22:35 2025-03-25 CHCO CITY HOLDING CO FISHER ROBERT D Director BUY $119.85 191 $22,891 44,857
2025-03-25 22:35 2025-03-25 CHCO CITY HOLDING CO FILE W H III Director BUY $119.85 108 $12,944 26,533
2025-03-25 00:45 2025-03-24 JPM JPMORGAN CHASE & CO Rohrbaugh Troy L Officer SELL $247.02 25,000 $6,175,485 133,381
2025-03-25 00:45 2025-03-24 JPM JPMORGAN CHASE & CO Piepszak Jennifer Officer SELL $247.03 4,272 $1,055,314 50,197
2025-03-25 00:45 2025-03-24 JPM JPMORGAN CHASE & CO Leopold Robin Officer SELL $246.92 1,250 $308,652 49,127
2025-03-24 15:56 2025-03-21 NEWT NewtekOne, Inc. Zink Gregory L Director BUY $12.34 500 $6,170 31,924
2025-03-25 00:45 2025-03-24 JPM JPMORGAN CHASE & CO Beer Lori A Officer SELL $246.93 2,052 $506,698 50,482
2025-03-24 21:31 2025-03-21 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $172.00 1,242 $213,624 566,057
2025-03-21 16:00 2025-03-20 NEWT NewtekOne, Inc. Brunet Craig Jeffry Director BUY $12.48 500 $6,240 1,500
2025-03-19 20:28 2025-03-18 FUNC FIRST UNITED CORP/MD/ Peterson Julie W Officer BUY $30.65 3 $100 952
2025-03-19 22:58 2025-03-19 FFBC FIRST FINANCIAL BANCORP /OH/ Shank James R Officer SELL $24.92 7,600 $189,392 11,141
2025-03-19 23:01 2025-03-04 BFC Bank First Corp MCCONEGHY DANIEL C Director BUY $105.72 380 $40,174 2,000
2025-03-18 21:43 2025-03-17 CFBK CF BANKSHARES INC. ASH THOMAS P Director BUY $22.87 100 $2,287 43,219
2025-03-18 22:51 2025-03-18 CBKM CONSUMERS BANCORP INC /OH/ Bickerton David R Director BUY $19.06 500 $9,530 2,500
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.