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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
2017-11-09 00:56 2017-11-07 FRME FIRST MERCHANTS CORP HARDWICK MARK K Officer SELL $42.61 4,301 $183,266 68,565
2017-11-08 21:13 2017-11-07 ATLO AMES NATIONAL CORP Hagan Patrick G Director BUY $28.50 300 $8,550 1,885
2017-11-07 17:15 2017-11-06 NEWT NewtekOne, Inc. Zink Gregory L Director BUY $16.86 500 $8,430 5,180
2017-11-08 00:16 2017-11-03 COF CAPITAL ONE FINANCIAL CORP Slocum Michael Officer SELL $91.99 8,292 $762,781 53,613
2017-11-06 18:17 2017-11-06 NEWT NewtekOne, Inc. Downs Peter Mathison Director, Officer BUY $16.55 500 $8,273 21,996
2017-11-07 00:28 2017-11-03 KEY KEYCORP /NEW/ Highsmith Carlton L Director OPT+S $18.39 7,600 $139,764 61,125
2017-11-07 05:28 2017-11-02 HOPE HOPE BANCORP INC KIM JASON K Officer SELL $18.24 11,479 $209,427 46,970
2017-11-06 17:45 2017-11-06 NEWT NewtekOne, Inc. SLOANE BARRY Director, Officer BUY $16.60 3,000 $49,785 1,006,113
2017-11-06 21:21 2017-11-02 SFST SOUTHERN FIRST BANCSHARES INC Strickland F Justin Officer OPT+S $39.00 1,250 $48,750 62,889
2017-11-03 21:06 2017-11-03 FNB FNB CORP/PA/ Moorehead Robert M Officer BUY $13.46 5,000 $67,300 25,312
2017-11-03 21:21 2017-11-03 FNB FNB CORP/PA/ Moorehead Robert M Officer BUY $13.46 5,000 $67,300 25,312
2017-11-03 23:06 2017-11-01 SFNC SIMMONS FIRST NATIONAL CORP Ledbetter Barry K Officer OPT+S $57.37 1,900 $109,003 14,485
2017-11-03 22:27 2017-11-01 FRME FIRST MERCHANTS CORP Lehman Gary Director BUY $43.22 39 $1,667 37,041
2017-11-03 20:24 2017-11-02 HBAN HUNTINGTON BANCSHARES INC /MD/ Houston Helga Officer OPT+S $13.77 14,513 $199,850 468,016
2017-11-03 22:27 2017-11-01 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $43.22 12 $500 35,032
2017-11-03 23:34 2017-11-03 FNB FNB CORP/PA/ CHIAFULLO JAMES D Director BUY $13.54 2,000 $27,073 48,220
2017-11-03 21:08 2017-11-03 FNB FNB CORP/PA/ CHIAFULLO JAMES D Director BUY $13.46 1,500 $20,190 46,220
2017-11-03 23:33 2017-11-02 WABC WESTAMERICA BANCORPORATION HANSEN DENNIS R Officer OPT+S $58.13 20,000 $1,162,660 1,021
2017-11-04 01:37 2017-11-01 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $73.21 273 $20,000 19,011
2017-11-02 20:05 2017-10-31 HBAN HUNTINGTON BANCSHARES INC /MD/ Neumeyer Daniel J. Officer SELL $13.88 43,491 $603,851 403,187
2017-11-03 00:01 2017-11-02 AROW Arrow Financial Corporation DeMarco David S. Officer SELL $35.30 4,141 $146,177 22,448
2017-11-02 23:51 2017-11-01 NCBS NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director, Officer OPT+S $56.43 19,639 $1,108,229 47,969
2017-11-02 23:50 2017-11-01 NCBS NICOLET BANKSHARES INC DANIELS MICHAEL E Director, Officer OPT+S $56.43 24,239 $1,367,807 70,444
2017-11-02 22:54 2017-10-31 OCFC OCEANFIRST FINANCIAL CORP BRADY STEVEN E Director OPT+S $27.65 2,800 $77,420 82,438
2017-11-01 20:56 2017-10-30 PNC PNC FINANCIAL SERVICES GROUP, INC. Larrimer Karen L. Officer SELL $136.98 3,135 $429,417 20,449
2017-11-01 23:56 2017-10-30 BBT TRUIST FINANCIAL CORP Goodrich Donna C Officer OPT+S $49.13 26,869 $1,320,200 6,159
2017-11-01 23:24 2017-10-31 WBS WEBSTER FINANCIAL CORP MORSE LAURENCE C Director OPT+S $55.00 16,601 $913,101 24,520
2017-11-01 23:12 2017-10-31 WBS WEBSTER FINANCIAL CORP OSAR KAREN R Director OPT+S $54.70 12,923 $706,946 24,061
2017-11-01 20:04 2017-10-30 FDBC FIDELITY D & D BANCORP INC CALI BRIAN J Director BUY $34.00 7,152 $243,168 330,251
2017-10-31 20:47 2017-10-27 NBTB NBT BANCORP INC Robinson V Daniel II Director SELL $38.56 25,000 $964,100 587,558
2017-10-31 21:13 2017-10-30 ONB OLD NATIONAL BANCORP /IN/ Sandgren James A Officer BUY $18.45 37 $682 2,237
2017-11-01 02:59 2017-10-27 CFR CULLEN/FROST BANKERS, INC. Berman Bobby Officer OPT+S $100.53 41,760 $4,198,287 30,656
2017-10-31 19:42 2017-10-27 WABC WESTAMERICA BANCORPORATION HANSEN DENNIS R Officer OPT+S $59.34 18,400 $1,091,784 1,021
2017-10-31 22:18 2017-10-27 WBS WEBSTER FINANCIAL CORP SMITH JAMES COPENHAVER Director, Officer OPT+S $55.93 8,943 $500,220 327,995
2017-11-01 03:01 2017-10-27 HOPE HOPE BANCORP INC Ko Alex Officer SELL $18.92 40,000 $756,600 10,088
2017-11-01 02:52 2017-10-30 HOPE HOPE BANCORP INC KIM JASON K Officer SELL $18.25 3,669 $66,950 67,060
2017-10-31 21:37 2017-10-27 UBOH UNITED BANCSHARES INC/OH Lucke Daniel J Officer BUY $23.06 182 $4,197 1,348
2017-10-31 21:25 2017-10-27 UBOH UNITED BANCSHARES INC/OH YOUNG BRIAN D Director, Officer BUY $23.28 352 $8,195 23,372
2017-10-31 21:14 2017-10-27 UBOH UNITED BANCSHARES INC/OH Oatman Heather Marie Officer BUY $23.42 116 $2,717 12,525
2017-10-31 23:46 2017-10-27 COF CAPITAL ONE FINANCIAL CORP SHATTUCK MAYO A III Director OPT+S $92.71 24,167 $2,240,523 43,950
2017-10-30 23:26 2017-10-26 BBT TRUIST FINANCIAL CORP Bradley W Bennett Officer OPT+S $48.16 7,762 $373,811 16,579
2017-10-31 00:36 2017-10-27 FFBC FIRST FINANCIAL BANCORP /OH/ Burgess Matthew B Officer BUY $27.96 200 $5,592 11,355
2017-10-30 23:48 2017-10-27 SNV SYNOVUS FINANCIAL CORP Gula Allen J Officer SELL $47.11 2,125 $100,109 72,561
2017-10-30 23:03 2017-10-27 RF REGIONS FINANCIAL CORP Jones Ellen S. Officer SELL $15.74 17,000 $267,519 56,152
2017-10-30 23:22 2017-10-26 BBT TRUIST FINANCIAL CORP BANNER JENNIFER S Director SELL $48.60 11,508 $559,259 20,300
2017-10-30 20:47 2017-10-27 LCNB LCNB CORP WILSON STEPHEN P Director SELL $21.56 1,800 $38,808 60,293
2017-10-27 23:09 2017-10-25 BBT TRUIST FINANCIAL CORP Johnson Robert Jerome JR Officer OPT+S $47.70 12,357 $589,373 14,901
2017-10-27 21:27 2017-10-26 WBS WEBSTER FINANCIAL CORP BLEY DANIEL Officer SELL $55.38 1,239 $68,616 22,721
2017-10-27 21:23 2017-10-26 RF REGIONS FINANCIAL CORP Peters Scott M. Officer SELL $15.84 25,000 $395,908 121,459
2017-10-27 21:14 2017-10-26 WABC WESTAMERICA BANCORPORATION THORSON JOHN A Officer OPT+S $58.80 12,468 $733,148 0
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.