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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
2017-08-10 23:56 2017-08-08 SFST SOUTHERN FIRST BANCSHARES INC Dowling Michael D Officer SELL $36.38 4,500 $163,715 37,114
2017-08-09 23:03 2017-08-08 KEY KEYCORP /NEW/ Mago Angela G Officer OPT+S $18.48 5,000 $92,400 60,285
2017-08-09 17:10 2017-08-08 FNB FNB CORP/PA/ Mencini Frank C Director BUY $13.57 2,500 $33,918 19,977
2017-08-09 22:42 2017-08-08 CFBK CF BANKSHARES INC. O'Dell Timothy T Director, Officer BUY $2.19 1,200 $2,628 448,680
2017-08-08 21:01 2017-08-07 CASH PATHWARD FINANCIAL, INC. Stork Kendall E Director BUY $73.52 300 $22,057 1,471
2017-08-08 23:23 2017-08-07 KEY KEYCORP /NEW/ Brady Amy G. Officer OPT+S $18.42 18,000 $331,560 52,305
2017-08-08 23:06 2017-08-04 C CITIGROUP INC WALSH JEFFREY R Officer SELL $68.97 5,000 $344,871 51,694
2017-08-08 23:33 2017-08-04 KEY KEYCORP /NEW/ Harris Paul N Officer OPT+S $18.56 205,024 $3,805,245 145,858
2017-08-09 01:14 2017-08-07 RF REGIONS FINANCIAL CORP Turner David J Jr Officer SELL $14.95 65,000 $971,815 0
2017-08-08 15:50 2017-08-04 VLY VALLEY NATIONAL BANCORP GUILFOILE MARY Director SELL $11.91 39,495 $470,397 96,971
2017-08-09 00:04 2017-08-08 CASH PATHWARD FINANCIAL, INC. HAAHR J TYLER Director, Officer SELL $73.07 5,000 $365,349 58,439
2017-08-09 01:14 2017-08-04 RF REGIONS FINANCIAL CORP MATLOCK SUSAN W Director SELL $15.23 10,000 $152,300 32,188
2017-08-08 23:26 2017-08-04 CFBK CF BANKSHARES INC. O'Dell Timothy T Director, Officer BUY $2.17 4,381 $9,504 447,480
2017-08-08 23:58 2017-08-08 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $18.60 150 $2,790 19,558
2017-08-07 17:15 2017-08-02 NKSH NATIONAL BANKSHARES INC Dooley John Elliott Director BUY $38.50 200 $7,700 3,325
2017-08-08 00:03 2017-08-04 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ LAURSEN THOMAS E Officer SELL $46.38 1,000 $46,375 23,484
2017-08-04 23:07 2017-08-02 TBBK Bancorp, Inc. Beach Walter T Director SELL $7.74 106,784 $826,978 65,856
2017-08-04 23:04 2017-08-02 VLY VALLEY NATIONAL BANCORP GUILFOILE MARY Director SELL $11.92 5,140 $61,268 136,466
2017-08-05 00:22 2017-08-03 KEY KEYCORP /NEW/ GILLIS RUTH ANN M Director BUY $18.00 3,000 $54,000 3,000
2017-08-04 20:17 2017-08-02 NCBS NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director, Officer SELL $53.52 5,000 $267,600 47,969
2017-08-03 15:56 2017-08-01 FRME FIRST MERCHANTS CORP Lehman Gary Director BUY $40.14 42 $1,667 36,608
2017-08-03 22:30 2017-08-02 WBS WEBSTER FINANCIAL CORP Mhatre Nitin J. Officer OPT+S $51.34 31,940 $1,639,876 31,164
2017-08-03 19:33 2017-07-31 WABC WESTAMERICA BANCORPORATION SYLVESTER EDWARD B Director SELL $54.40 1,260 $68,544 72,490
2017-08-04 02:31 2017-05-24 LARK LANDMARK BANCORP INC BALL RICHARD Director BUY $31.41 157 $4,931 579
2017-08-03 23:37 2017-08-02 HOPE HOPE BANCORP INC KIM JASON K Officer SELL $17.70 2,750 $48,675 1,067
2017-08-03 20:45 2017-08-03 FMCB FARMERS & MERCHANTS BANCORP Misasi J. Ryan Officer BUY $610.00 10 $6,100 476
2017-08-03 21:19 2017-08-01 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $69.92 286 $20,001 18,691
2017-08-02 21:07 2017-08-01 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $40.14 12 $500 34,521
2017-08-02 15:22 2017-07-31 FULT FULTON FINANCIAL CORP SMITH R SCOTT JR Director SELL $18.35 5,539 $101,641 290,476
2017-08-02 18:02 2017-08-02 ATLO AMES NATIONAL CORP Benson David W. Director BUY $29.30 200 $5,860 3,800
2017-08-01 21:34 2017-07-28 TRMK TRUSTMARK CORP Woods Charles Scott Officer SELL $32.00 1,000 $32,001 12,379
2017-08-01 18:09 2017-07-31 PRK PARK NATIONAL CORP /OH/ ZAZWORSKY LEON Director BUY $98.92 2,000 $197,847 5,197
2017-08-01 23:00 2017-07-31 BANF BANCFIRST CORP /OK/ SCHMIDT DARRYL Officer OPT+S $53.50 3,000 $160,500 0
2017-08-01 23:19 2017-07-31 FFBC FIRST FINANCIAL BANCORP /OH/ LEFFERSON C DOUGLAS Officer SELL $25.69 40,000 $1,027,568 34,170
2017-08-01 22:29 2017-08-01 ATLO AMES NATIONAL CORP Benson David W. Director BUY $29.68 200 $5,936 3,600
2017-08-01 23:31 2017-07-31 SFST SOUTHERN FIRST BANCSHARES INC GILMER FRED JR Director SELL $36.69 1,200 $44,032 49,320
2017-08-02 00:19 2017-07-28 SMBK SMARTFINANCIAL INC. Welborn Wesley Miller Director, Officer BUY $24.47 13,314 $325,768 9,167
2017-07-31 21:25 2017-07-31 FNLC First Bancorp, Inc /ME/ Parady Steven Officer BUY $26.99 1,260 $34,007 3,102
2017-07-31 23:05 2017-07-28 KEY KEYCORP /NEW/ Buffie Craig A Officer SELL $18.01 31,385 $565,244 47,566
2017-07-31 23:40 2017-07-28 FFBC FIRST FINANCIAL BANCORP /OH/ olszewski richard e Director BUY $25.45 500 $12,725 12,721
2017-07-31 23:10 2017-07-31 BDGE Dime Community Bancshares, Inc. /NY/ SUSKIND DENNIS A Director SELL $32.50 1,000 $32,495 1,500
2017-07-31 23:52 2017-07-28 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ BLACKFORD DAVID E Officer OPT+S $44.94 9,533 $428,409 22,997
2017-07-31 22:07 2017-07-28 PFIS PEOPLES FINANCIAL SERVICES CORP. LOCHEN RICHARD S JR Director BUY $43.50 192 $8,352 2,182
2017-07-28 19:10 2017-07-26 HWBK HAWTHORN BANCSHARES, INC. Burkhead Frank E. Director BUY $20.75 375 $7,781 7,752
2017-07-28 23:12 2017-07-28 KEY KEYCORP /NEW/ Wilson David K Director BUY $17.87 3,500 $62,545 15,000
2017-07-28 20:01 2017-07-26 PNC PNC FINANCIAL SERVICES GROUP, INC. Van Wyk Steven C. Officer SELL $128.31 5,000 $641,572 24,863
2017-07-28 21:11 2017-07-26 BBT TRUIST FINANCIAL CORP Yates William Rufus Officer OPT+S $47.07 28,515 $1,342,235 20,325
2017-07-28 23:21 2017-07-26 FULT FULTON FINANCIAL CORP Roda Craig A Officer SELL $18.42 19,309 $355,574 89,796
2017-07-28 21:10 2017-07-26 BBT TRUIST FINANCIAL CORP Johnson Robert Jerome JR Officer OPT+S $47.19 18,343 $865,626 14,796
2017-07-28 21:37 2017-07-27 WBS WEBSTER FINANCIAL CORP BLEY DANIEL Officer SELL $51.20 8,000 $409,568 25,657
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.