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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
2016-12-09 03:07 2016-12-07 NBHC National Bank Holdings Corp Newfield Richard U Jr. Officer OPT+S $30.55 9,096 $277,873 135,764
2016-12-08 22:38 2016-12-08 BANF BANCFIRST CORP /OK/ CRAWFORD WILLIAM H Director SELL $91.17 5,000 $455,869 330,000
2016-12-08 04:08 2016-12-06 NBHC National Bank Holdings Corp Spring Maria F Director SELL $30.16 5,000 $150,811 26,545
2016-12-08 01:00 2016-12-06 NWBI Northwest Bancshares, Inc. SMELKO MICHAEL G Officer SELL $18.27 30,375 $554,894 62,046
2016-12-07 22:31 2016-12-07 PFIS PEOPLES FINANCIAL SERVICES CORP. BEST CRAIG W Director, Officer SELL $46.03 2,375 $109,318 0
2016-12-07 03:50 2016-12-05 FULT FULTON FINANCIAL CORP Barrett Patrick Sean Officer SELL $18.15 22,404 $406,666 0
2016-12-06 20:55 2016-12-05 FRME FIRST MERCHANTS CORP MARTIN JOHN Officer SELL $35.37 2,565 $90,729 27,455
2016-12-06 21:09 2016-12-05 AROW Arrow Financial Corporation Goodemote Terry R Officer BUY $38.83 2,556 $99,257 15,786
2016-12-07 01:18 2016-12-06 NBHC National Bank Holdings Corp Bessko Zsolt K Officer OPT+S $30.12 1,899 $57,205 28,617
2016-12-06 23:46 2016-12-05 N/A WILSON BANK HOLDING CO FREEMAN JOHN B Director SELL $40.25 534 $21,494 39,579
2016-12-07 00:18 2016-12-06 BANF BANCFIRST CORP /OK/ COPELAND SCOTT Officer SELL $85.00 250 $21,250 0
2016-12-07 00:17 2016-12-06 BANF BANCFIRST CORP /OK/ BRAND DENNIS L Director, Officer SELL $87.52 5,000 $437,598 5,000
2016-12-07 00:00 2016-12-06 PFIS PEOPLES FINANCIAL SERVICES CORP. BEST CRAIG W Director, Officer SELL $46.00 1,000 $46,000 2,315
2016-12-05 22:50 2016-12-01 PNC PNC FINANCIAL SERVICES GROUP, INC. Kozich Gregory H Officer SELL $112.41 4,000 $449,647 4,173
2016-12-06 03:18 2016-12-02 NBHC National Bank Holdings Corp Daley Michael John Officer SELL $29.25 976 $28,547 2,753
2016-12-06 00:07 2016-12-02 ASRV AMERISERV FINANCIAL INC /PA/ STOPKO JEFFREY A Officer BUY $3.50 2,000 $7,000 49,665
2016-12-05 21:11 2016-12-02 HAFC HANMI FINANCIAL CORP Kim Greg D Officer SELL $31.30 1,000 $31,300 25,469
2016-12-02 21:57 2016-12-01 FRME FIRST MERCHANTS CORP Lehman Gary Director BUY $34.33 49 $1,667 28,309
2016-12-03 00:02 2016-12-02 NKSH NATIONAL BANKSHARES INC Reynolds Glenn P Director BUY $36.30 15 $545 2,433
2016-12-02 21:57 2016-12-01 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $34.33 15 $500 32,950
2016-12-03 01:02 2016-12-01 N/A WILSON BANK HOLDING CO PATTON JAMES ANTHONY Director SELL $40.25 150 $6,038 30,144
2016-12-03 01:28 2016-12-01 N/A WILSON BANK HOLDING CO RICHERSON HERBERT ELMER Director BUY $40.25 20 $805 76,535
2016-12-02 18:52 2016-11-30 PFIS PEOPLES FINANCIAL SERVICES CORP. CESARE JOSEPH G MD Director SELL $44.84 1,771 $79,419 68,874
2016-12-03 00:21 2016-12-01 BANF BANCFIRST CORP /OK/ R BANKING LTD PTNRSHP 10% owner SELL $82.08 23,294 $1,911,864 5,500,000
2016-12-02 22:42 2016-12-01 OCFC OCEANFIRST FINANCIAL CORP CATANIA ANGELO Director OPT+S $25.12 1,994 $50,089 21,296
2016-12-02 00:13 2016-11-29 FRME FIRST MERCHANTS CORP RECHIN MICHAEL C Officer OPT+S $34.14 12,713 $434,022 104,205
2016-12-02 03:55 2016-11-29 BOKF BOK FINANCIAL CORP Grauer Scott Officer SELL $79.62 850 $67,679 25,789
2016-12-01 19:30 2016-11-30 BANF BANCFIRST CORP /OK/ BRAND DENNIS L Director, Officer SELL $82.00 2,000 $164,000 10,000
2016-12-02 01:34 2016-11-30 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ James Dianne R Officer SELL $39.82 630 $25,088 17,854
2016-12-01 18:27 2016-11-30 BANF BANCFIRST CORP /OK/ R BANKING LTD PTNRSHP 10% owner SELL $82.09 20,602 $1,691,292 5,523,294
2016-11-30 17:17 2016-11-28 FFBC FIRST FINANCIAL BANCORP /OH/ Kuhl Shannon M Officer SELL $26.65 104 $2,775 0
2016-11-30 23:14 2016-11-29 HWBK HAWTHORN BANCSHARES, INC. Burkhead Frank E. Director BUY $17.03 2,523 $42,978 6,529
2016-11-30 18:26 2016-11-29 HBAN HUNTINGTON BANCSHARES INC /MD/ Houston Helga Officer SELL $12.33 8,378 $103,323 306,619
2016-11-30 22:53 2016-11-29 NWBI Northwest Bancshares, Inc. Laws Richard K Officer SELL $18.21 8,682 $158,073 13,698
2016-12-01 00:44 2016-11-29 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ BLACKFORD DAVID E Officer OPT+S $38.53 26,322 $1,014,302 29,429
2016-11-30 17:51 2016-11-22 PFIS PEOPLES FINANCIAL SERVICES CORP. CESARE JOSEPH G MD Director SELL $45.11 13,229 $596,695 70,645
2016-11-29 23:50 2016-11-28 FULT FULTON FINANCIAL CORP FREER PATRICK J Director SELL $18.02 344 $6,198 1
2016-11-29 18:14 2016-11-29 NEWT NewtekOne, Inc. SLOANE BARRY Director, Officer BUY $15.05 1,000 $15,048 996,233
2016-11-30 01:19 2016-11-28 BANF BANCFIRST CORP /OK/ R BANKING LTD PTNRSHP 10% owner SELL $81.97 48,111 $3,943,538 5,543,896
2016-11-29 01:40 2016-11-23 COF CAPITAL ONE FINANCIAL CORP Berson Jory A Officer OPT+S $84.00 115,650 $9,714,600 91,275
2016-11-29 01:54 2016-11-23 CASH PATHWARD FINANCIAL, INC. Hanson Bradley C Director, Officer SELL $93.99 29,000 $2,725,626 130,214
2016-11-29 02:17 2016-11-25 NBHC National Bank Holdings Corp LILLY BRIAN F Officer OPT+S $27.32 17,990 $491,420 165,792
2016-11-28 21:32 2016-10-28 N/A WILSON BANK HOLDING CO PATTON JAMES ANTHONY Director SELL $40.25 750 $30,188 30,294
2016-11-29 01:54 2016-11-23 CASH PATHWARD FINANCIAL, INC. HAAHR J TYLER Director, Officer SELL $93.99 11,000 $1,033,858 87,089
2016-11-28 17:21 2016-11-25 ONB OLD NATIONAL BANCORP /IN/ JONES ROBERT G Director, Officer, 10% owner SELL $17.42 20,008 $348,439 273,494
2016-11-28 18:29 2016-11-23 NBTB NBT BANCORP INC MITCHELL JOHN C Director SELL $39.00 1,800 $70,200 35,107
2016-11-29 00:20 2016-11-23 NWBI Northwest Bancshares, Inc. FISHER STEVEN G Officer SELL $18.22 1,000 $18,223 5,080
2016-11-28 23:45 2016-11-23 LARK LANDMARK BANCORP INC ALEXANDER PATRICK L Director, Officer OPT+S $27.26 918 $25,024 118,129
2016-11-29 01:11 2016-11-23 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Samuel Ronald L Director, Officer SELL $65.59 5,000 $327,950 74,794
2016-11-28 18:51 2016-11-23 BANF BANCFIRST CORP /OK/ R BANKING LTD PTNRSHP 10% owner SELL $83.01 31,593 $2,622,519 5,592,007
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.