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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
2017-07-05 23:36 2017-07-03 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $40.44 12 $500 34,508
2017-07-05 23:24 2017-06-30 CBKM CONSUMERS BANCORP INC /OH/ Mueller Phillip R. Director BUY $19.02 900 $17,118 300
2017-06-30 00:45 2017-06-29 CBU COMMUNITY FINANCIAL SYSTEM, INC. DICERBO NICHOLAS A Director SELL $56.03 3,000 $168,082 186,622
2017-06-29 00:16 2017-06-27 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Samuel Ronald L Director, Officer SELL $62.08 3,000 $186,236 67,794
2017-06-28 02:29 2017-06-26 BOKF BOK FINANCIAL CORP Grauer Scott Officer SELL $80.96 1,750 $141,674 23,935
2017-06-23 19:11 2017-06-22 BDGE Dime Community Bancshares, Inc. /NY/ SUSKIND DENNIS A Director SELL $32.00 1,500 $48,005 2,500
2017-06-22 22:04 2017-06-22 FMCB FARMERS & MERCHANTS BANCORP Long Gary J. Director BUY $610.00 5 $3,050 879
2017-06-22 22:50 2017-06-20 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. 10% owner BUY $33.10 2,369 $78,414 304,869
2017-06-21 17:17 2017-06-20 NKSH NATIONAL BANKSHARES INC MILLER MARY G Director BUY $43.50 270 $11,745 3,500
2017-06-21 20:40 2017-06-19 BDGE Dime Community Bancshares, Inc. /NY/ SUSKIND DENNIS A Director SELL $33.40 500 $16,700 3,000
2017-06-20 22:50 2017-06-20 NKSH NATIONAL BANKSHARES INC Dooley John Elliott Director BUY $42.50 240 $10,200 3,125
2017-06-20 22:49 2017-06-16 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD PARTNERS, L.L.C. 10% owner SELL $33.74 23,443 $790,871 30,523
2017-06-20 22:57 2017-06-19 NKSH NATIONAL BANKSHARES INC MILLER MARY G Director BUY $43.00 230 $9,890 3,230
2017-06-20 16:33 2017-06-15 ASRV AMERISERV FINANCIAL INC /PA/ WISE ROBERT L Director BUY $4.15 167 $692 137,423
2017-06-20 22:47 2017-06-16 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. 10% owner SELL $33.74 39,454 $1,331,016 302,500
2017-06-19 17:07 2017-06-15 CASH PATHWARD FINANCIAL, INC. Hajek Douglas J. Director SELL $90.31 440 $39,735 2,527
2017-06-19 16:37 2017-06-16 NEWT NewtekOne, Inc. Mulia Salvatore Francis Director BUY $16.18 500 $8,090 65,663
2017-06-17 00:08 2017-06-14 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD PARTNERS, L.L.C. 10% owner SELL $33.91 44,168 $1,497,702 30,570
2017-06-16 23:15 2017-06-15 FHN FIRST HORIZON CORP PALMER VICKI R Director OPT+S $17.65 5,211 $91,995 52,607
2017-06-17 01:02 2017-06-16 FMCB FARMERS & MERCHANTS BANCORP Long Gary J. Director BUY $610.00 40 $24,400 874
2017-06-17 00:05 2017-06-14 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. 10% owner SELL $33.91 72,990 $2,474,777 318,511
2017-06-15 19:53 2017-06-14 FRME FIRST MERCHANTS CORP WALKER TERRY L Director SELL $42.30 1,221 $51,654 45,176
2017-06-15 23:16 2017-06-13 TBBK Bancorp, Inc. Leto John Officer BUY $6.61 40,000 $264,352 155,762
2017-06-15 23:14 2017-06-14 TBBK Bancorp, Inc. McFadden Joseph Hugh Officer BUY $6.60 2,000 $13,204 25,762
2017-06-15 23:13 2017-06-13 TBBK Bancorp, Inc. Connolly Mark Leo Officer BUY $6.57 40,000 $262,844 59,762
2017-06-16 01:15 2017-06-13 WAFD WAFD INC WHITEHEAD ROY M Director, Officer SELL $34.46 16,000 $551,403 293,376
2017-06-15 23:10 2017-06-13 TBBK Bancorp, Inc. Paul Frenkiel Officer BUY $6.56 22,498 $147,474 42,498
2017-06-14 21:34 2017-06-12 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD PARTNERS, L.L.C. 10% owner SELL $34.89 5,152 $179,753 30,955
2017-06-14 19:13 2017-06-14 FUNC FIRST UNITED CORP/MD/ KURTZ ROBERT W Director SELL $15.10 1,000 $15,100 10,641
2017-06-15 01:03 2017-06-14 LARK LANDMARK BANCORP INC Hill-Nelson Sarah Director SELL $30.56 1,100 $33,616 705
2017-06-15 02:12 2017-06-14 FMCB FARMERS & MERCHANTS BANCORP STEINWERT KENT A Director, Officer BUY $620.00 10 $6,200 15,728
2017-06-14 21:37 2017-06-12 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. 10% owner SELL $34.89 8,300 $289,587 347,333
2017-06-15 02:36 2017-06-14 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $75.17 21,600 $1,623,685 2,139,786
2017-06-13 21:11 2017-06-12 WFC WELLS FARGO & COMPANY/MN Pelos Petros G Officer SELL $54.07 24,708 $1,335,962 0
2017-06-14 01:46 2017-06-09 SFNC SIMMONS FIRST NATIONAL CORP PORTER JOSEPH D Director SELL $55.00 23,000 $1,265,000 36,540
2017-06-14 01:46 2017-06-09 SFNC SIMMONS FIRST NATIONAL CORP KIRKLAND CHRISTOPHER R Director SELL $55.00 25,531 $1,404,205 340,197
2017-06-14 00:21 2017-06-12 CBU COMMUNITY FINANCIAL SYSTEM, INC. Mucenski Edward S. Director OPT+S $57.96 3,000 $173,884 2,336
2017-06-13 22:49 2017-06-13 FUNC FIRST UNITED CORP/MD/ KURTZ ROBERT W Director SELL $15.00 1,000 $15,003 11,641
2017-06-13 19:51 2017-06-12 NCBS NICOLET BANKSHARES INC Vogel Michael Joseph Officer SELL $54.00 2,500 $135,007 9,913
2017-06-12 21:29 2017-06-08 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD PARTNERS, L.L.C. 10% owner SELL $34.06 85,206 $2,902,023 31,047
2017-06-12 19:06 2017-06-09 FMCB FARMERS & MERCHANTS BANCORP STEINWERT KENT A Director, Officer BUY $610.00 10 $6,100 15,718
2017-06-12 21:33 2017-06-08 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. 10% owner SELL $34.06 137,272 $4,675,333 350,481
2017-06-12 20:11 2017-06-08 CFBK CF BANKSHARES INC. Helmsdoerfer John W Jr Officer BUY $2.24 1,500 $3,361 66,200
2017-06-12 23:58 2017-06-08 UMBF UMB FINANCIAL CORP Iseman Andrew J Officer SELL $74.25 3,386 $251,416 2,068
2017-06-12 23:53 2017-06-08 UMBF UMB FINANCIAL CORP KEMPER ALEXANDER C Director SELL $74.65 2,500 $186,617 9,809
2017-06-12 23:51 2017-06-08 UMBF UMB FINANCIAL CORP Macke Kevin M Officer SELL $74.67 1,000 $74,673 8,732
2017-06-10 00:21 2017-06-05 CAC CAMDEN NATIONAL CORP Smyth Renee Officer SELL $40.71 300 $12,212 2,578
2017-06-09 23:01 2017-06-09 WSFS WSFS FINANCIAL CORP GREENPLATE PAUL S Officer OPT+S $46.28 7,056 $326,552 3,479
2017-06-09 21:56 2017-06-08 WFC WELLS FARGO & COMPANY/MN Mack Mary T Officer SELL $52.58 38,988 $2,049,989 0
2017-06-09 21:52 2017-06-09 WFC WELLS FARGO & COMPANY/MN CARROLL DAVID M Officer SELL $53.28 27,582 $1,469,569 338,161
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.