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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
2016-11-15 04:05 2016-11-10 WSFS WSFS FINANCIAL CORP Ward Patrick Joseph Officer OPT+S $39.01 2,524 $98,461 83,519
2016-11-14 19:11 2016-11-11 WSBC WESBANCO INC Callen Stephen J Director SELL $36.63 7,000 $256,400 100,050
2016-11-14 19:38 2016-11-09 CFR CULLEN/FROST BANKERS, INC. Wood Jack A Director SELL $79.79 87,000 $6,941,408 580,123
2016-11-14 20:22 2016-11-09 FULT FULTON FINANCIAL CORP DePorter Michael J Officer OPT+S $15.31 13,948 $213,529 1,637
2016-11-15 00:32 2016-11-09 USB US BANCORP DE Stone Kent V. Officer OPT+S $46.69 51,798 $2,418,366 84,742
2016-11-15 01:55 2016-11-10 KEY KEYCORP /NEW/ Brady Amy G. Officer SELL $15.64 9,457 $147,907 42,827
2016-11-14 23:47 2016-11-11 HBAN HUNTINGTON BANCSHARES INC /MD/ Pierce Sandra E. Officer SELL $11.62 52,994 $615,896 445,057
2016-11-15 00:32 2016-11-09 USB US BANCORP DE von Gillern Jeffry H. Officer SELL $46.63 20,000 $932,600 98,340
2016-11-14 23:35 2016-11-10 HBAN HUNTINGTON BANCSHARES INC /MD/ Neumeyer Daniel J. Officer OPT+S $11.63 14,538 $169,071 426,933
2016-11-15 00:13 2016-11-10 CAC CAMDEN NATIONAL CORP Nightingale Timothy P Officer BUY $0.00 232 $0 36,890
2016-11-14 23:29 2016-11-10 WAFD WAFD INC Schoonover Mark Alan Officer OPT+S $29.75 18,500 $550,314 122,243
2016-11-14 17:32 2016-11-09 FULT FULTON FINANCIAL CORP Chivinski Beth Ann L Officer OPT+S $15.56 14,800 $230,260 39,742
2016-11-14 20:22 2016-11-09 FULT FULTON FINANCIAL CORP Wenger E Philip Director, Officer OPT+S $15.52 8,876 $137,771 141,860
2016-11-14 18:43 2016-11-10 CHCO CITY HOLDING CO DERITO JOHN A Officer OPT+S $56.60 5,500 $311,300 23,303
2016-11-14 19:19 2016-11-10 BOKF BOK FINANCIAL CORP NELL STEVEN E Officer SELL $77.11 8,000 $616,844 64,286
2016-11-15 02:10 2016-11-09 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $77.63 873,024 $67,775,036 2,593,016
2016-11-14 18:10 2016-11-11 HBAN HUNTINGTON BANCSHARES INC /MD/ STANUTZ NICHOLAS G Officer OPT+S $11.54 25,000 $288,558 382,935
2016-11-15 01:58 2016-11-14 CHCO CITY HOLDING CO STILWELL CRAIG G Officer OPT+S $60.00 5,000 $299,997 32,929
2016-11-15 02:01 2016-11-11 CHCO CITY HOLDING CO HAGEBOECK CHARLES R Director, Officer SELL $61.49 4,713 $289,820 75,033
2016-11-15 01:45 2016-11-10 CBU COMMUNITY FINANCIAL SYSTEM, INC. DICERBO NICHOLAS A Director SELL $50.75 5,000 $253,750 195,544
2016-11-15 00:50 2016-11-10 NWBI Northwest Bancshares, Inc. FISHER STEVEN G Officer SELL $16.80 19,096 $320,836 147,488
2016-11-14 23:12 2016-11-09 WAFD WAFD INC WHITEHEAD ROY M Director, Officer OPT+S $29.57 50,000 $1,478,495 387,860
2016-11-14 19:01 2016-11-11 WSBC WESBANCO INC ZUSCHLAG CHARLOTTE A Director SELL $38.00 20,000 $760,094 49,604
2016-11-14 16:45 2016-11-09 FFBC FIRST FINANCIAL BANCORP /OH/ DAVIS CLAUDE E Director, Officer SELL $22.33 41,020 $915,895 254,873
2016-11-14 19:27 2016-11-09 CFR CULLEN/FROST BANKERS, INC. ALEXANDER R DENNY Director SELL $79.33 10,000 $793,300 19,050
2016-11-15 01:43 2016-11-10 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Morris Michael Officer OPT+S $36.61 18,200 $666,262 18,666
2016-11-15 02:12 2016-11-10 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B MCCABE ROBERT A JR Director, Officer OPT+S $56.93 16,444 $936,075 472,018
2016-11-14 21:10 2014-11-14 TBBK Bancorp, Inc. BRADLEY MICHAEL J Director BUY $7.02 10,000 $70,170 52,000
2016-11-14 17:59 2016-11-10 UMBF UMB FINANCIAL CORP Macke Kevin M Officer OPT+S $69.77 1,278 $89,161 8,586
2016-11-10 16:56 2016-11-09 HBAN HUNTINGTON BANCSHARES INC /MD/ Anderson David S. Officer SELL $10.60 10,011 $106,161 93,569
2016-11-10 23:53 2016-11-09 BBT TRUIST FINANCIAL CORP Powell Cynthia B Officer OPT+S $40.36 7,047 $284,418 11,416
2016-11-11 00:23 2016-11-09 FHN FIRST HORIZON CORP Daniel John M Officer OPT+S $16.00 42,531 $680,496 230,055
2016-11-11 00:56 2016-11-10 BANF BANCFIRST CORP /OK/ CRAWFORD WILLIAM H Director SELL $80.37 5,000 $401,836 335,000
2016-11-10 23:04 2016-11-10 BANF BANCFIRST CORP /OK/ SCHMIDT DARRYL Officer OPT+S $80.66 1,500 $120,991 2,500
2016-11-10 22:25 2016-11-09 WSBC WESBANCO INC ZUSCHLAG CHARLOTTE A Director SELL $34.89 10,000 $348,909 59,604
2016-11-10 21:21 2016-11-09 NCBS NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director, Officer SELL $38.63 10,000 $386,250 83,392
2016-11-10 21:14 2016-11-09 NCBS NICOLET BANKSHARES INC MERKATORIS SUSAN L Director SELL $38.50 1,850 $71,221 101,700
2016-11-09 19:36 2016-11-07 CFR CULLEN/FROST BANKERS, INC. Wood Jack A Director SELL $75.84 39,500 $2,995,652 667,123
2016-11-09 18:17 2016-11-08 SNV SYNOVUS FINANCIAL CORP Perry Curtis J Officer SELL $33.66 8,000 $269,280 57,125
2016-11-10 00:16 2016-11-08 USB US BANCORP DE Gifford Craig E Officer SELL $44.97 500 $22,485 49,381
2016-11-10 01:03 2016-11-08 BANF BANCFIRST CORP /OK/ SEAT DAVID Officer OPT+S $72.50 8,873 $643,293 13,250
2016-11-09 14:48 2016-11-07 WAFD WAFD INC BEARDALL BRENT J Officer OPT+S $27.78 30,000 $833,250 176,242
2016-11-09 21:48 2016-11-09 BANF BANCFIRST CORP /OK/ BRAND DENNIS L Director, Officer OPT+S $74.00 500 $37,000 14,500
2016-11-09 18:06 2016-11-09 NEWT NewtekOne, Inc. SLOANE BARRY Director, Officer BUY $14.31 1,000 $14,308 995,233
2016-11-09 22:11 2016-11-08 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Morris Michael Officer OPT+S $32.40 18,000 $583,132 18,666
2016-11-09 22:12 2016-11-07 OCFC OCEANFIRST FINANCIAL CORP IANTOSCA JOSEPH R SELL $20.90 2,700 $56,430 8,652
2016-11-09 02:51 2016-11-07 WSFS WSFS FINANCIAL CORP KEARNEY THOMAS W Officer SELL $35.40 7,625 $269,925 6,974
2016-11-08 17:48 2016-11-07 BANF BANCFIRST CORP /OK/ SEAT DAVID Officer OPT+S $72.50 927 $67,208 13,250
2016-11-08 18:30 2016-11-07 BANF BANCFIRST CORP /OK/ BRAND DENNIS L Director, Officer OPT+S $72.00 5,700 $410,400 14,500
2016-11-08 18:05 2016-11-07 BANF BANCFIRST CORP /OK/ SCHMIDT DARRYL Officer OPT+S $72.00 1,000 $72,000 2,500
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.