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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
2017-05-25 00:10 2017-05-22 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ STEPHENS STEVEN DAN Officer SELL $40.08 12,000 $480,911 78,550
2017-05-25 00:08 2017-05-22 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Reilly Joseph L. Officer OPT+S $40.24 11,972 $481,777 76,819
2017-05-25 00:06 2017-05-23 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ BLACKFORD DAVID E Officer SELL $40.73 1,242 $50,593 27,496
2017-05-24 18:31 2017-05-23 LCNB LCNB CORP WILSON STEPHEN P Director SELL $20.00 3,932 $78,650 80,426
2017-05-24 23:17 2017-05-23 OCFC OCEANFIRST FINANCIAL CORP GARBARINO JOHN R Director SELL $26.31 15,000 $394,650 242,351
2017-05-24 23:13 2017-05-23 OCFC OCEANFIRST FINANCIAL CORP Lebel Joseph III OPT+S $26.39 10,125 $267,199 19,121
2017-05-23 16:03 2017-05-22 AROW Arrow Financial Corporation DeMarco David S. Officer SELL $32.20 120 $3,864 22,397
2017-05-23 23:08 2017-05-22 CHCO CITY HOLDING CO STILWELL CRAIG G Officer SELL $65.07 1,822 $118,557 25,043
2017-05-23 22:30 2017-05-23 ASRV AMERISERV FINANCIAL INC /PA/ SLATER THOMAS C Director SELL $3.94 225 $887 69,062
2017-05-23 23:49 2017-05-22 BDGE Dime Community Bancshares, Inc. /NY/ SUSKIND DENNIS A Director SELL $33.92 2,000 $67,835 80,550
2017-05-24 01:01 2017-05-22 OCFC OCEANFIRST FINANCIAL CORP Lebel Joseph III OPT+S $26.54 20,050 $532,127 19,121
2017-05-23 00:22 2017-05-19 CHCO CITY HOLDING CO STILWELL CRAIG G Officer SELL $64.85 7,931 $514,325 26,865
2017-05-22 18:16 2017-05-15 ASRV AMERISERV FINANCIAL INC /PA/ WISE ROBERT L Director BUY $4.01 172 $691 136,336
2017-05-22 21:49 2017-05-19 CFBK CF BANKSHARES INC. ASH THOMAS P Director BUY $2.17 1,000 $2,170 56,296
2017-05-22 19:09 2017-05-19 UMBF UMB FINANCIAL CORP Murphy Timothy R. Director BUY $70.53 2,000 $141,060 2,549
2017-05-19 19:48 2017-05-18 CAC CAMDEN NATIONAL CORP PARENT JUNE B Officer SELL $40.76 1,000 $40,760 26,990
2017-05-18 20:35 2017-05-18 HBAN HUNTINGTON BANCSHARES INC /MD/ STEINOUR STEPHEN D Director, Officer BUY $12.40 50,000 $619,810 3,912,996
2017-05-18 21:47 2017-05-17 BDGE Dime Community Bancshares, Inc. /NY/ SUSKIND DENNIS A Director SELL $34.46 1,000 $34,455 3,500
2017-05-18 21:57 2017-05-17 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Galante Joseph C Director BUY $59.75 100 $5,975 17,511
2017-05-17 16:21 2017-05-15 FNB FNB CORP/PA/ GUERRIERI GARY L Officer SELL $14.17 19,000 $269,240 41,907
2017-05-17 23:34 2017-05-16 USB US BANCORP DE Parker P.W. Officer OPT+S $51.94 29,449 $1,529,581 278,249
2017-05-17 21:36 2017-05-15 CFR CULLEN/FROST BANKERS, INC. WESTON GRAHAM M Director BUY $90.56 22,081 $1,999,700 22,081
2017-05-16 23:19 2017-05-15 CASH PATHWARD FINANCIAL, INC. Hoople Elizabeth G. Director BUY $83.63 1,000 $83,630 4,000
2017-05-16 22:04 2017-05-15 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ BLACKFORD DAVID E Officer SELL $40.44 942 $38,090 29,415
2017-05-15 22:14 2017-05-15 HBAN HUNTINGTON BANCSHARES INC /MD/ Harmening Andrew J Officer BUY $12.92 15,490 $200,131 35,543
2017-05-16 00:04 2017-05-12 BDGE Dime Community Bancshares, Inc. /NY/ SANTACROCE KEVIN Officer SELL $35.00 2,166 $75,810 45,886
2017-05-16 00:00 2017-05-12 BOKF BOK FINANCIAL CORP Parker Donald T Officer SELL $82.01 5,312 $435,647 38,298
2017-05-15 21:06 2017-05-15 NEWT NewtekOne, Inc. SALUTE RICHARD J Director BUY $17.42 800 $13,940 6,734
2017-05-15 21:28 2017-05-12 SFNC SIMMONS FIRST NATIONAL CORP MAKRIS GEORGE JR Director, Officer BUY $52.00 2,000 $104,000 102,883
2017-05-12 20:26 2017-05-10 SFNC SIMMONS FIRST NATIONAL CORP PORTER JOSEPH D Director SELL $55.00 296 $16,280 59,540
2017-05-12 23:11 2017-05-11 JPM JPMORGAN CHASE & CO BACON ASHLEY Officer SELL $87.21 6,514 $568,100 47,384
2017-05-12 23:43 2017-05-10 USB US BANCORP DE Gifford Craig E Officer SELL $51.92 300 $15,576 41,564
2017-05-12 17:46 2017-05-12 NEWT NewtekOne, Inc. SALUTE RICHARD J Director BUY $17.15 800 $13,720 5,934
2017-05-11 23:43 2017-05-09 KEY KEYCORP /NEW/ Schosser Douglas M Officer OPT+S $18.59 12,913 $240,053 16,517
2017-05-12 01:37 2017-05-10 BOKF BOK FINANCIAL CORP Parker Donald T Officer SELL $82.75 7,650 $633,053 43,610
2017-05-12 00:48 2017-05-09 WSFS WSFS FINANCIAL CORP Geraghty Paul D Officer SELL $46.60 350 $16,310 0
2017-05-11 17:09 2017-05-11 NEWT NewtekOne, Inc. SALUTE RICHARD J Director BUY $16.87 800 $13,496 5,134
2017-05-10 17:29 2017-05-09 FFBC FIRST FINANCIAL BANCORP /OH/ Silva Paul C Officer SELL $27.66 1,713 $47,384 2,051
2017-05-10 17:14 2017-05-09 HBAN HUNTINGTON BANCSHARES INC /MD/ Heller Paul G Officer SELL $12.93 35,720 $461,913 410,963
2017-05-10 22:13 2017-05-08 BDGE Dime Community Bancshares, Inc. /NY/ Manseau James J. Officer SELL $36.35 2,045 $74,346 42,523
2017-05-10 22:43 2017-05-09 FMCB FARMERS & MERCHANTS BANCORP Colombini Jay J Officer BUY $605.00 100 $60,500 2,369
2017-05-11 01:21 2017-05-09 UMBF UMB FINANCIAL CORP Hagedorn Michael D Officer OPT+S $74.08 2,800 $207,427 59,335
2017-05-11 01:17 2017-05-09 UMBF UMB FINANCIAL CORP ROBBINS KRIS A Director SELL $73.86 500 $36,928 4,160
2017-05-10 22:54 2017-05-09 OCFC OCEANFIRST FINANCIAL CORP IANTOSCA JOSEPH R SELL $27.96 2,000 $55,918 17,148
2017-05-09 21:17 2017-05-08 WBS WEBSTER FINANCIAL CORP MORRIS DAWN C Officer SELL $52.02 900 $46,822 4,749
2017-05-09 20:13 2017-05-08 FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/ Johnson Bart E Director BUY $12.88 3,267 $42,076 52,220
2017-05-09 18:12 2017-05-09 NKSH NATIONAL BANKSHARES INC DENARDO F BRAD Director BUY $41.25 485 $20,006 16,706
2017-05-10 00:49 2017-05-08 SFNC SIMMONS FIRST NATIONAL CORP COSSE STEVEN A Director BUY $54.50 1,500 $81,750 22,316
2017-05-09 23:02 2017-05-08 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Linderman LeeAnne B Officer OPT+S $41.00 29,078 $1,192,198 12,109
2017-05-09 23:02 2017-05-08 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ LAURSEN THOMAS E Officer SELL $41.16 860 $35,398 25,901
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.