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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
2017-02-03 21:58 2017-02-02 NBTB NBT BANCORP INC DIETRICH MARTIN A Director OPT+S $39.73 13,641 $542,010 123,051
2017-02-03 21:47 2017-02-02 WBS WEBSTER FINANCIAL CORP CRAWFORD JOHN JOSEPH Director SELL $51.47 5,000 $257,349 10,505
2017-02-03 21:59 2017-02-01 SFST SOUTHERN FIRST BANCSHARES INC Strickland F Justin Officer SELL $35.50 234 $8,307 55,336
2017-02-03 20:23 2017-02-01 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $77.16 162 $12,500 18,105
2017-02-03 00:09 2017-01-31 C CITIGROUP INC Hu W. Bradford Officer SELL $55.96 10,109 $565,704 37,137
2017-02-03 01:52 2017-02-02 SFNC SIMMONS FIRST NATIONAL CORP Massanelli Stephen C Officer BUY $59.00 500 $29,500 1,850
2017-02-03 00:21 2017-01-31 CMA COMERICA INC RITCHIE MICHAEL T Officer OPT+S $67.69 10,800 $731,012 19,245
2017-02-03 00:08 2017-02-01 USB US BANCORP DE Elmore John R. Officer SELL $53.30 30,000 $1,599,000 106,321
2017-02-03 00:54 2017-01-31 FRME FIRST MERCHANTS CORP Lehman Gary Director BUY $16.23 6,880 $111,665 35,633
2017-02-03 00:19 2017-01-31 CMA COMERICA INC OBERMEYER PAUL R Officer SELL $67.79 15,235 $1,032,765 16,627
2017-02-03 00:17 2017-01-31 CMA COMERICA INC Carr Muneera S Officer OPT+S $67.56 1,155 $78,032 13,422
2017-02-03 00:15 2017-01-31 CMA COMERICA INC Burkhart Megan D Officer OPT+S $67.58 28,800 $1,946,376 21,750
2017-02-02 20:11 2017-01-30 WABC WESTAMERICA BANCORPORATION Robinson David L Officer OPT+S $56.67 9,200 $521,331 2,320
2017-02-03 00:54 2017-02-01 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $38.33 13 $500 33,426
2017-02-02 20:04 2017-01-30 WABC WESTAMERICA BANCORPORATION THORSON JOHN A Officer OPT+S $56.73 9,167 $520,006 2,300
2017-02-02 19:43 2017-01-27 BANF BANCFIRST CORP /OK/ NEVILLE ROBERT M Officer SELL $95.30 580 $55,274 2,600
2017-02-01 22:30 2017-01-30 FNB FNB CORP/PA/ Mencini Frank C Director BUY $14.87 3,000 $44,606 13,407
2017-02-02 00:08 2017-01-31 WSFS WSFS FINANCIAL CORP EDDENS PEGGY H Officer OPT+S $45.04 13,632 $613,985 19,418
2017-02-02 00:22 2017-01-30 CMA COMERICA INC Duprey David E Officer OPT+S $67.82 59,000 $4,001,138 87,254
2017-02-02 01:34 2017-01-31 NBHC National Bank Holdings Corp Dean Robert E Director OPT+S $32.13 6,000 $192,750 25,632
2017-02-02 01:40 2017-01-30 WSFS WSFS FINANCIAL CORP Geraghty Paul D Officer SELL $44.97 1,150 $51,716 850
2017-02-01 19:23 2017-01-31 WBS WEBSTER FINANCIAL CORP MADAR GREGORY Officer SELL $52.56 640 $33,641 10,000
2017-02-02 00:08 2017-01-31 WSFS WSFS FINANCIAL CORP WRIGHT RICHARD Officer OPT+S $45.12 4,000 $180,480 42,481
2017-02-02 00:25 2017-01-30 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $88.21 145,974 $12,876,542 2,593,021
2017-02-02 01:24 2017-01-30 NCBS NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director, Officer SELL $48.22 4,642 $223,837 56,337
2017-02-01 20:59 2017-01-30 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ WILLIAMS SHELLEY THOMAS Director SELL $42.05 26,127 $1,098,714 0
2017-02-02 00:25 2017-01-30 COF CAPITAL ONE FINANCIAL CORP LEROY PIERRE E Director OPT+S $88.09 8,998 $792,634 39,300
2017-02-02 01:04 2017-01-30 SMBK SMARTFINANCIAL INC. Davis Gregory L. Officer OPT+S $19.25 21,000 $404,250 22,670
2017-02-02 01:42 2017-01-30 SMBK SMARTFINANCIAL INC. Carroll William Young Sr. Director, Officer OPT+S $19.25 82,042 $1,579,309 110,800
2017-02-02 02:02 2017-01-30 SMBK SMARTFINANCIAL INC. Carroll William Young Jr. Director, Officer OPT+S $19.25 67,042 $1,290,559 69,100
2017-01-31 20:35 2017-01-27 CFR CULLEN/FROST BANKERS, INC. Alonzo Annette M Officer OPT+S $92.03 6,000 $552,180 2,176
2017-02-01 00:20 2017-01-27 USB US BANCORP DE Stone Kent V. Officer OPT+S $53.05 14,009 $743,177 113,556
2017-01-31 23:03 2017-01-31 FNB FNB CORP/PA/ Ellsworth Laura E Director BUY $14.84 2,000 $29,674 26,834
2017-01-31 23:30 2017-01-30 N/A WILSON BANK HOLDING CO Oakley Clark Officer BUY $40.75 1 $41 1,400
2017-01-31 22:59 2017-01-30 CMTV COMMUNITY BANCORP /VT AUSTIN KATHRYN M Director, Officer BUY $15.00 1,000 $15,000 10,045
2017-02-01 00:47 2017-01-27 RF REGIONS FINANCIAL CORP Lusco C. Matthew Officer SELL $14.52 43,000 $624,227 0
2017-01-31 23:13 2017-01-30 N/A WILSON BANK HOLDING CO MCDEARMAN JOHN Officer BUY $40.75 10 $408 6,019
2017-02-01 00:19 2017-01-27 USB US BANCORP DE CARLSON JENNIE P Officer OPT+S $53.10 20,000 $1,062,000 65,185
2017-01-31 22:31 2017-01-30 WBS WEBSTER FINANCIAL CORP OSAR KAREN R Director OPT+S $52.58 16,487 $866,914 22,780
2017-02-01 00:00 2017-01-30 UBOH UNITED BANCSHARES INC/OH Lucke Daniel J Officer BUY $20.24 60 $1,214 692
2017-01-31 23:22 2017-01-30 UBOH UNITED BANCSHARES INC/OH YOUNG BRIAN D Director, Officer BUY $21.49 121 $2,600 21,892
2017-01-31 23:09 2017-01-30 UBOH UNITED BANCSHARES INC/OH Oatman Heather Marie Officer BUY $20.19 53 $1,070 11,963
2017-02-01 00:29 2016-12-15 CBKM CONSUMERS BANCORP INC /OH/ Kiko Richard T Jr Director BUY $17.50 171 $3,000 1,405
2017-01-30 22:59 2017-01-26 BBT TRUIST FINANCIAL CORP Powell Cynthia B Officer OPT+S $47.19 13,465 $635,369 11,416
2017-01-30 22:15 2016-10-07 HBAN HUNTINGTON BANCSHARES INC /MD/ CRANE ANN B Director BUY $10.12 2,326 $23,543 76,014
2017-01-31 00:41 2017-01-26 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $89.12 600,000 $53,469,240 2,593,021
2017-01-31 00:34 2017-01-30 FISI FINANCIAL INSTITUTIONS INC BENJAMIN JOHN E Director OPT+S $33.84 1,700 $57,526 19,855
2017-01-30 20:10 2017-01-30 BANF BANCFIRST CORP /OK/ NORICK RONALD J Director OPT+S $93.56 7,000 $654,927 0
2017-01-27 23:07 2017-01-25 BBT TRUIST FINANCIAL CORP Standridge Brantley J Officer OPT+S $46.59 25,626 $1,193,974 21,756
2017-01-28 03:27 2017-01-26 SFNC SIMMONS FIRST NATIONAL CORP PORTER JOSEPH D Director SELL $61.48 1,100 $67,632 5,091
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.