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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
2016-11-26 00:07 2016-11-23 CMA COMERICA INC Love Judith S Officer SELL $62.20 96 $5,972 21,205
2016-11-25 23:56 2016-11-23 CMA COMERICA INC RITCHIE MICHAEL T Officer OPT+S $62.05 114 $7,074 19,268
2016-11-25 23:51 2016-11-23 CMA COMERICA INC OBERMEYER PAUL R Officer OPT+S $61.96 198 $12,267 38,978
2016-11-24 03:02 2016-11-22 NBHC National Bank Holdings Corp Warren Burney S. III Director SELL $27.00 5,000 $135,000 19,416
2016-11-24 03:01 2016-11-22 NBHC National Bank Holdings Corp LANEY G. TIMOTHY Director, Officer OPT+S $27.45 30,000 $823,623 555,536
2016-11-23 23:50 2016-11-22 FULT FULTON FINANCIAL CORP Chivinski Beth Ann L Officer OPT+S $17.90 25,741 $460,772 39,742
2016-11-24 01:35 2016-11-22 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD PARTNERS, L.L.C. 10% owner BUY $31.00 585,465 $18,149,415 1,001,532
2016-11-24 00:06 2016-11-21 BAC BANK OF AMERICA CORP /DE/ WHITE MICHAEL D Director BUY $20.14 25,000 $503,500 79,150
2016-11-23 18:52 2016-11-21 SFST SOUTHERN FIRST BANCSHARES INC Dowling Michael D Officer SELL $31.60 2,500 $79,000 24,464
2016-11-24 01:32 2016-11-22 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. 10% owner BUY $31.00 800,000 $24,800,000 1,001,532
2016-11-23 20:26 2016-11-18 PFIS PEOPLES FINANCIAL SERVICES CORP. BEST CRAIG W Director, Officer SELL $46.00 2,036 $93,656 3,315
2016-11-22 19:56 2016-11-21 FFBC FIRST FINANCIAL BANCORP /OH/ Ringwald Bradley J Officer SELL $25.31 800 $20,252 8,189
2016-11-23 00:22 2016-11-21 CMA COMERICA INC Guilfoile Peter William Officer OPT+S $60.68 106 $6,432 15,917
2016-11-22 23:26 2016-11-21 CFR CULLEN/FROST BANKERS, INC. Wood Jack A Director SELL $83.11 36,123 $3,002,052 200,000
2016-11-23 00:19 2016-11-21 CMA COMERICA INC Burkhart Megan D Officer OPT+S $60.72 4,373 $265,533 24,919
2016-11-23 00:49 2016-11-21 NWBI Northwest Bancshares, Inc. Tredway Philip M Director SELL $17.81 9,750 $173,609 39,134
2016-11-22 22:04 2016-11-21 WSFS WSFS FINANCIAL CORP LEVENSON RODGER Officer OPT+S $40.89 45,024 $1,840,887 45,436
2016-11-23 01:36 2016-11-18 RF REGIONS FINANCIAL CORP Smith Ronald G. Officer OPT+S $13.14 46,304 $608,435 279,750
2016-11-23 01:36 2016-11-21 RF REGIONS FINANCIAL CORP Horton William E Officer SELL $13.17 12,000 $158,040 19,434
2016-11-23 00:30 2016-11-21 CMA COMERICA INC MICHALAK MICHAEL H Officer OPT+S $60.99 90 $5,489 37,400
2016-11-22 21:41 2016-11-21 CBU COMMUNITY FINANCIAL SYSTEM, INC. STEELE SALLY A Director OPT+S $54.88 4,631 $254,126 46,744
2016-11-22 21:47 2016-11-21 CBU COMMUNITY FINANCIAL SYSTEM, INC. DICERBO NICHOLAS A Director SELL $55.79 1,500 $83,685 193,991
2016-11-23 02:09 2016-11-17 BANF BANCFIRST CORP /OK/ BRAND DENNIS L Director, Officer SELL $82.42 4,500 $370,910 0
2016-11-22 17:14 2016-11-15 ASRV AMERISERV FINANCIAL INC /PA/ WISE ROBERT L Director BUY $3.40 203 $690 129,808
2016-11-22 22:00 2016-11-21 NCBS NICOLET BANKSHARES INC MERKATORIS SUSAN L Director SELL $43.00 2,000 $86,000 99,700
2016-11-22 19:28 2016-11-18 FRME FIRST MERCHANTS CORP HARDWICK MARK K Officer SELL $33.14 7,700 $255,170 63,334
2016-11-22 18:33 2016-11-18 LARK LANDMARK BANCORP INC ALEXANDER PATRICK L Director, Officer OPT+S $27.32 2,600 $71,022 118,129
2016-11-23 01:18 2016-11-22 HAFC HANMI FINANCIAL CORP Kim Greg D Officer OPT+S $31.40 3,000 $94,200 26,469
2016-11-22 21:49 2016-11-18 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ALEXANDER BRUCE K Officer OPT+S $38.32 3,347 $128,257 22,403
2016-11-22 21:48 2016-11-18 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ALEXANDER BRUCE K Officer OPT+S $38.35 18,608 $713,589 22,403
2016-11-22 21:48 2016-11-18 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Schreiber Edward Officer SELL $37.80 8,000 $302,400 48,068
2016-11-22 21:48 2016-11-21 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ James Dianne R Officer SELL $38.24 4,259 $162,880 18,484
2016-11-22 20:02 2016-11-18 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B MCCABE ROBERT A JR Director, Officer OPT+S $62.99 18,333 $1,154,796 483,297
2016-11-23 02:37 2016-11-22 BANF BANCFIRST CORP /OK/ R BANKING LTD PTNRSHP 10% owner SELL $83.00 26,400 $2,191,179 5,623,600
2016-11-22 00:25 2016-11-18 WSBC WESBANCO INC Perkins Michael L Officer OPT+S $39.45 2,000 $78,900 6,858
2016-11-21 22:43 2016-11-17 FULT FULTON FINANCIAL CORP DePorter Michael J Officer SELL $17.67 1,509 $26,659 128
2016-11-22 00:20 2016-11-17 FULT FULTON FINANCIAL CORP Roda Craig A Officer OPT+S $17.70 9,844 $174,240 87,182
2016-11-21 21:33 2016-11-18 NCBS NICOLET BANKSHARES INC Hutjens Brad Vincent Officer SELL $43.20 4,285 $185,112 9,441
2016-11-22 02:40 2016-11-21 FMCB FARMERS & MERCHANTS BANCORP HALEY STEPHEN W Officer SELL $615.00 93 $57,195 2,111
2016-11-18 18:24 2016-11-16 CFR CULLEN/FROST BANKERS, INC. Wood Jack A Director SELL $82.89 187,000 $15,501,066 236,123
2016-11-19 00:42 2016-11-17 CBU COMMUNITY FINANCIAL SYSTEM, INC. Mucenski Edward S. Director OPT+S $54.85 3,000 $164,554 2,272
2016-11-18 22:32 2016-11-16 RF REGIONS FINANCIAL CORP Horton William E Officer SELL $12.99 50,000 $649,500 31,434
2016-11-18 22:31 2016-11-16 RF REGIONS FINANCIAL CORP Peters Scott M. Officer OPT+S $13.25 44,485 $589,595 263,430
2016-11-18 22:57 2016-11-17 NBTB NBT BANCORP INC DELANEY TIMOTHY E Director SELL $38.59 10,000 $385,900 42,532
2016-11-18 23:21 2016-11-18 HWBK HAWTHORN BANCSHARES, INC. BRUEGENHEMKE KATHLEEN L Officer BUY $14.90 304 $4,525 13,076
2016-11-18 23:41 2016-11-18 HWBK HAWTHORN BANCSHARES, INC. TURNER DAVID T Director, Officer BUY $14.90 304 $4,530 20,724
2016-11-18 17:00 2016-11-15 SFST SOUTHERN FIRST BANCSHARES INC Strickland F Justin Officer OPT+S $30.64 24,773 $759,025 55,570
2016-11-17 20:51 2016-11-15 NWBI Northwest Bancshares, Inc. McTavish Julia W Officer SELL $17.90 18,717 $335,089 51,804
2016-11-18 00:29 2016-11-16 NBTB NBT BANCORP INC Wadsworth Robert A Director OPT+S $38.74 1,375 $53,270 13,628
2016-11-17 21:51 2016-11-16 AROW Arrow Financial Corporation Clarke Michael B Director SELL $37.71 6,279 $236,811 700
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.