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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
2016-12-30 00:01 2016-12-01 FULT FULTON FINANCIAL CORP FREER PATRICK J Director SELL $18.03 1 $12 0
2016-12-29 03:36 2016-12-19 PNBK PATRIOT NATIONAL BANCORP INC Davis Samuel S Officer SELL $14.17 600 $8,502 2,883
2016-12-29 03:36 2016-12-15 PNBK PATRIOT NATIONAL BANCORP INC Muskus Richard A Jr. Officer SELL $13.80 1,526 $21,059 2,290
2016-12-28 01:11 2016-12-22 BBT TRUIST FINANCIAL CORP Williams Stephen T Director SELL $46.09 1,188,253 $54,767,769 0
2016-12-28 00:59 2016-12-27 BOKF BOK FINANCIAL CORP HARGIS V BURNS Director SELL $83.58 4,074 $340,507 15,805
2016-12-27 23:31 2016-12-22 BBT TRUIST FINANCIAL CORP QUBEIN NIDO R Director SELL $47.28 10,904 $515,577 49,499
2016-12-22 21:29 2016-11-01 KEY KEYCORP /NEW/ Paine Andrew J III Officer BUY $14.06 445 $6,257 445
2016-12-22 16:04 2016-12-21 NEWT NewtekOne, Inc. Mulia Salvatore Francis Director BUY $15.80 782 $12,356 62,085
2016-12-21 23:08 2016-12-15 ASRV AMERISERV FINANCIAL INC /PA/ WISE ROBERT L Director BUY $3.74 185 $691 130,538
2016-12-21 22:00 2016-12-21 SFST SOUTHERN FIRST BANCSHARES INC Dowling Michael D Officer SELL $36.17 1,000 $36,170 41,614
2016-12-21 00:19 2016-12-16 FRME FIRST MERCHANTS CORP Stewart Michael J Officer SELL $36.59 5,000 $182,945 50,832
2016-12-20 23:52 2016-12-16 CFBK CF BANKSHARES INC. HOEWELER ROBERT E Director BUY $1.71 900 $1,535 114,960
2016-12-20 00:53 2016-12-14 COF CAPITAL ONE FINANCIAL CORP LaPrade,III Frank G. Officer OPT+S $88.84 20,000 $1,776,800 88,742
2016-12-19 22:34 2016-12-16 WSBC WESBANCO INC ASENSIO LYNN D Officer OPT+S $41.51 1,000 $41,514 9,455
2016-12-19 16:57 2016-12-16 NKSH NATIONAL BANKSHARES INC MILLER MARY G Director BUY $42.85 60 $2,571 2,906
2016-12-19 17:47 2016-12-19 NEWT NewtekOne, Inc. SLOANE BARRY Director, Officer BUY $15.40 1,000 $15,400 997,233
2016-12-16 16:26 2016-12-14 FFBC FIRST FINANCIAL BANCORP /OH/ Geier Peter E Director SELL $28.05 2,000 $56,100 35,021
2016-12-16 23:38 2016-12-14 CFR CULLEN/FROST BANKERS, INC. Perotti William L Officer OPT+S $85.79 13,000 $1,115,270 79,300
2016-12-16 18:45 2016-12-14 NCBS NICOLET BANKSHARES INC Witczak Eric James Officer SELL $43.87 10,000 $438,692 15,593
2016-12-16 18:36 2016-12-14 NCBS NICOLET BANKSHARES INC DANIELS MICHAEL E Director, Officer SELL $43.88 5,131 $225,148 73,721
2016-12-16 18:24 2016-12-14 NCBS NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director, Officer SELL $43.68 5,000 $218,389 66,159
2016-12-16 22:21 2016-12-14 CFBK CF BANKSHARES INC. Frauenberg James H II Director BUY $1.78 20,898 $37,249 375,333
2016-12-15 20:22 2016-12-15 BANF BANCFIRST CORP /OK/ Samis Michael S. Director OPT+S $91.35 4,000 $365,407 0
2016-12-15 19:34 2016-12-14 NWBI Northwest Bancshares, Inc. Hunter Timothy M Director BUY $18.37 1,000 $18,370 9,400
2016-12-16 00:03 2016-12-15 NWBI Northwest Bancshares, Inc. Tredway Philip M Director SELL $18.62 5,850 $108,944 33,284
2016-12-15 21:45 2016-12-13 NCBS NICOLET BANKSHARES INC Witczak Eric James Officer SELL $43.89 2,076 $91,118 25,593
2016-12-15 21:40 2016-12-13 NCBS NICOLET BANKSHARES INC DANIELS MICHAEL E Director, Officer SELL $43.77 5,000 $218,856 78,852
2016-12-15 21:29 2016-12-13 NCBS NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director, Officer SELL $43.80 5,000 $219,016 71,159
2016-12-15 00:56 2016-12-14 VABK Virginia National Bankshares Corp Dittmar William D Jr. Director BUY $26.60 1,000 $26,600 169,408
2016-12-15 01:01 2016-12-12 COF CAPITAL ONE FINANCIAL CORP Sanjiv Yajnik Officer OPT+S $90.37 23,560 $2,129,171 151,827
2016-12-15 01:01 2016-12-12 COF CAPITAL ONE FINANCIAL CORP Alexander Robert M. Officer OPT+S $90.38 35,107 $3,172,900 95,943
2016-12-14 18:15 2016-12-12 NKSH NATIONAL BANKSHARES INC Reynolds Glenn P Director SELL $43.25 1,500 $64,869 4,144
2016-12-14 20:01 2016-12-14 N/A WILSON BANK HOLDING CO RICHERSON HERBERT ELMER Director BUY $40.25 10 $403 76,545
2016-12-15 01:02 2016-12-12 COF CAPITAL ONE FINANCIAL CORP HAY LEWIS III Director OPT+S $90.43 12,515 $1,131,710 41,222
2016-12-15 01:28 2016-12-12 NCBS NICOLET BANKSHARES INC Witczak Eric James Officer SELL $44.06 7,924 $349,137 27,669
2016-12-15 01:24 2016-12-12 NCBS NICOLET BANKSHARES INC DANIELS MICHAEL E Director, Officer SELL $44.09 5,000 $220,436 83,852
2016-12-15 01:20 2016-12-12 NCBS NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director, Officer SELL $44.12 5,000 $220,599 76,159
2016-12-14 21:49 2016-12-14 SFST SOUTHERN FIRST BANCSHARES INC GILMER FRED JR Director SELL $32.54 3,375 $109,810 50,520
2016-12-15 00:53 2016-12-13 CFBK CF BANKSHARES INC. Frauenberg James H II Director BUY $1.77 9,102 $16,144 354,435
2016-12-13 23:21 2016-12-12 BANF BANCFIRST CORP /OK/ Robinson Harvey Officer OPT+S $90.45 5,000 $452,233 0
2016-12-12 17:08 2016-12-09 FFBC FIRST FINANCIAL BANCORP /OH/ Kuhl Shannon M Officer SELL $28.90 2,735 $79,042 0
2016-12-13 00:01 2016-12-08 CBU COMMUNITY FINANCIAL SYSTEM, INC. Parente John Director SELL $60.89 3,566 $217,124 20,000
2016-12-10 00:34 2016-12-07 FUNC FIRST UNITED CORP/MD/ Fisher Robert L. II Officer BUY $13.02 350 $4,557 5,737
2016-12-09 19:16 2016-12-08 CFR CULLEN/FROST BANKERS, INC. Salinas Jerry Officer OPT+S $88.16 12,000 $1,057,920 11,808
2016-12-10 00:07 2016-12-08 CBU COMMUNITY FINANCIAL SYSTEM, INC. DICERBO NICHOLAS A Director SELL $60.93 4,000 $243,704 189,991
2016-12-09 22:16 2016-12-09 BANF BANCFIRST CORP /OK/ HANNAH D JAY Officer OPT+S $90.52 5,000 $452,617 782
2016-12-10 00:30 2016-12-08 NCBS NICOLET BANKSHARES INC DANIELS MICHAEL E Director, Officer SELL $44.00 9,131 $401,764 88,852
2016-12-09 16:55 2016-12-08 CFBK CF BANKSHARES INC. Helmsdoerfer John W Jr Officer BUY $1.66 1,200 $1,994 28,700
2016-12-09 20:00 2016-12-08 PFIS PEOPLES FINANCIAL SERVICES CORP. STOVER GEORGE H JR Director SELL $48.25 837 $40,385 74,312
2016-12-08 22:13 2016-12-06 BANF BANCFIRST CORP /OK/ Samis Michael S. Director SELL $87.59 816 $71,472 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.