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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
2016-11-08 15:48 2016-11-07 FNLC First Bancorp, Inc /ME/ SOULE DAVID B JR Director SELL $23.91 2,000 $47,821 17,331
2016-11-09 00:45 2016-11-07 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Young Mark Richard Officer OPT+S $32.27 19,893 $641,949 16,245
2016-11-07 22:26 2016-11-03 CFR CULLEN/FROST BANKERS, INC. Wood Jack A Director SELL $74.70 36,000 $2,689,171 706,623
2016-11-07 22:52 2016-11-04 BOKF BOK FINANCIAL CORP BALL C FRED JR Director SELL $70.69 1,712 $121,013 3,467
2016-11-08 00:11 2016-11-04 WBS WEBSTER FINANCIAL CORP SAVAGE JOSEPH J Officer SELL $40.13 2,500 $100,325 8,488
2016-11-07 21:24 2016-11-03 BBT TRUIST FINANCIAL CORP BANNER JENNIFER S Director OPT+S $38.55 10,082 $388,702 29,516
2016-11-07 22:05 2016-11-07 NEWT NewtekOne, Inc. SLOANE BARRY Director, Officer BUY $14.90 1,000 $14,900 994,233
2016-11-07 19:14 2016-11-07 NEWT NewtekOne, Inc. SLOANE BARRY Director, Officer BUY $14.72 1,000 $14,720 993,233
2016-11-05 00:53 2016-11-02 BDGE Dime Community Bancshares, Inc. /NY/ McCOY JR. ALBERT E Director BUY $27.29 5,000 $136,436 14,229
2016-11-04 23:16 2016-11-03 USB US BANCORP DE DOLAN TERRANCE R Officer SELL $44.20 2,700 $119,340 61,095
2016-11-05 04:03 2016-11-04 WAFD WAFD INC WHITEHEAD ROY M Director, Officer SELL $27.19 17,485 $475,428 397,860
2016-11-04 20:30 2016-11-03 FMCB FARMERS & MERCHANTS BANCORP Misasi J. Ryan Officer BUY $600.00 7 $4,200 317
2016-11-04 16:51 2016-05-09 SHBI SHORE BANCSHARES INC STEVENS DONNA J. Officer BUY $11.87 1,500 $17,808 1,864
2016-11-04 16:47 2016-10-27 SHBI SHORE BANCSHARES INC BILBROUGH PATRICK M Officer BUY $12.97 1,270 $16,471 25,005
2016-11-04 16:41 2016-05-10 SHBI SHORE BANCSHARES INC BILBROUGH PATRICK M Officer BUY $11.88 21,600 $256,623 23,735
2016-11-03 19:39 2016-11-02 ONB OLD NATIONAL BANCORP /IN/ Vanzo Kendra L Officer BUY $14.35 1,000 $14,345 2,131
2016-11-03 23:20 2016-11-02 CMA COMERICA INC RITCHIE MICHAEL T Officer SELL $50.90 2,362 $120,226 19,268
2016-11-03 21:15 2016-11-02 FNB FNB CORP/PA/ STANIK JOHN S Director BUY $12.77 2,150 $27,447 28,329
2016-11-04 00:06 2016-11-03 TBBK Bancorp, Inc. KOZLOV HERSH Director BUY $6.65 7,500 $49,903 50,000
2016-11-04 02:41 2016-11-03 WAFD WAFD INC WHITEHEAD ROY M Director, Officer SELL $27.04 11,530 $311,788 415,345
2016-11-03 18:02 2016-11-01 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $61.87 234 $14,500 17,310
2016-11-03 21:40 2016-03-01 OCFC OCEANFIRST FINANCIAL CORP IANTOSCA JOSEPH R SELL $20.56 2,152 $44,245 9,200
2016-11-02 19:23 2016-10-31 CFR CULLEN/FROST BANKERS, INC. Wood Jack A Director SELL $76.14 69,300 $5,276,156 742,623
2016-11-02 17:37 2016-05-16 CHCO CITY HOLDING CO LEGGE JEFFREY DALE Officer SELL $47.98 210 $10,076 6,937
2016-11-02 18:56 2016-11-01 NKSH NATIONAL BANKSHARES INC Dooley John Elliott Director BUY $34.25 800 $27,400 2,378
2016-11-02 17:57 2016-11-01 FRME FIRST MERCHANTS CORP Lehman Gary Director BUY $28.25 59 $1,667 28,260
2016-11-02 22:43 2016-10-31 PNC PNC FINANCIAL SERVICES GROUP, INC. Kozich Gregory H Officer OPT+S $95.32 10,000 $953,168 8,173
2016-11-02 17:57 2016-11-01 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $28.25 18 $500 32,936
2016-11-02 23:53 2016-10-31 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $75.12 4,300 $323,016 2,593,016
2016-11-02 23:48 2016-10-31 JPM JPMORGAN CHASE & CO JACKSON LABAN Director BUY $69.52 40 $2,781 5,986
2016-11-02 22:42 2016-10-31 PNC PNC FINANCIAL SERVICES GROUP, INC. HANNON MICHAEL J Officer OPT+S $95.28 25,000 $2,381,988 54,573
2016-11-03 00:10 2016-11-02 WSBC WESBANCO INC STEMLER KERRY M Director BUY $32.30 5,793 $187,139 11,821
2016-11-02 20:53 2016-10-31 BDGE Dime Community Bancshares, Inc. /NY/ SUSKIND DENNIS A Director SELL $27.55 1,000 $27,550 86,373
2016-11-03 01:16 2016-11-01 WBS WEBSTER FINANCIAL CORP OSAR KAREN R Director OPT+S $40.26 12,500 $503,305 22,780
2016-11-02 23:55 2016-11-01 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B LOUGHRY ED C JR Director OPT+S $50.99 1,808 $92,190 94,612
2016-11-01 23:12 2016-10-28 BBT TRUIST FINANCIAL CORP Standridge Brantley J Officer OPT+S $39.13 19,873 $777,553 21,756
2016-11-01 22:03 2016-10-27 CHCO CITY HOLDING CO LEGGE JEFFREY DALE Officer SELL $52.25 440 $22,990 7,147
2016-11-01 23:32 2016-10-28 USB US BANCORP DE Parker P.W. Officer OPT+S $44.79 122,981 $5,507,778 245,796
2016-11-01 16:57 2016-10-31 BANF BANCFIRST CORP /OK/ Westman David Officer OPT+S $71.50 1,250 $89,375 0
2016-11-01 22:57 2016-10-31 NKSH NATIONAL BANKSHARES INC MILLER MARY G Director BUY $34.43 246 $8,471 2,846
2016-11-02 01:13 2016-10-31 WBS WEBSTER FINANCIAL CORP ATWELL WILLIAM L Director BUY $40.11 4,000 $160,440 15,888
2016-11-01 23:34 2016-10-31 USB US BANCORP DE CECERE ANDREW Officer OPT+S $44.80 83,781 $3,753,389 535,283
2016-10-31 21:35 2016-10-27 PNC PNC FINANCIAL SERVICES GROUP, INC. Reilly Robert Q Officer OPT+S $95.49 22,000 $2,100,716 82,803
2016-10-31 22:07 2016-10-28 CFR CULLEN/FROST BANKERS, INC. Bracher Paul Officer OPT+S $75.13 13,000 $976,690 78,254
2016-10-31 23:38 2016-10-27 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $75.16 265,914 $19,985,219 2,593,016
2016-11-01 00:20 2016-10-28 WBS WEBSTER FINANCIAL CORP CRAWFORD JOHN JOSEPH Director SELL $40.49 1,200 $48,588 20,505
2016-10-31 21:34 2016-10-27 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Officer OPT+S $95.31 82,500 $7,863,455 393,755
2016-11-01 00:15 2016-10-27 BBT TRUIST FINANCIAL CORP QUBEIN NIDO R Director SELL $39.37 20,000 $787,398 70,840
2016-11-01 00:15 2016-10-28 WBS WEBSTER FINANCIAL CORP JACOBI C MICHAEL Director SELL $40.19 4,552 $182,961 18,418
2016-10-31 21:02 2016-10-27 BBT TRUIST FINANCIAL CORP FAULKNER JAMES A Director SELL $39.29 2,616 $102,783 19,862
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.