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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
2016-08-09 22:41 2016-08-08 WFC WELLS FARGO & COMPANY/MN SLOAN TIMOTHY J Officer OPT+S $48.92 20,500 $1,002,860 650,815
2016-08-09 17:34 2016-08-08 CFR CULLEN/FROST BANKERS, INC. Berman Bobby Officer OPT+S $70.15 9,000 $631,350 31,347
2016-08-09 20:18 2016-08-05 FNLC First Bancorp, Inc /ME/ SMITH STUART G Director BUY $21.84 500 $10,920 101,356
2016-08-09 19:58 2016-08-05 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B HUDDLESTON WILLIAM H IV Director SELL $53.96 10,000 $539,600 55,863
2016-08-09 19:54 2016-06-07 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B HUDDLESTON WILLIAM H IV Director SELL $50.21 2,000 $100,420 65,863
2016-08-09 23:23 2016-08-05 USB US BANCORP DE KIRTLEY OLIVIA F Director OPT+S $42.87 1,454 $62,333 10,649
2016-08-08 16:57 2016-08-05 FFBC FIRST FINANCIAL BANCORP /OH/ Foster Holly M Officer SELL $21.84 2,021 $44,142 4,979
2016-08-08 16:29 2016-08-05 SNV SYNOVUS FINANCIAL CORP McDaniel Liliana C Officer SELL $31.77 300 $9,531 10,782
2016-08-08 18:48 2016-08-05 BANF BANCFIRST CORP /OK/ BRAND DENNIS L Director, Officer OPT+S $67.00 5,887 $394,429 14,500
2016-08-09 01:13 2016-08-04 HOPE HOPE BANCORP INC DIDION STEVEN J Director BUY $15.40 5,000 $77,000 54,238
2016-08-09 00:32 2016-08-05 SFST SOUTHERN FIRST BANCSHARES INC Strickland F Justin Officer SELL $27.00 1,400 $37,800 55,570
2016-08-05 21:43 2016-08-05 BANF BANCFIRST CORP /OK/ COPELAND SCOTT Officer OPT+S $66.40 4,000 $265,600 250
2016-08-05 20:54 2016-08-01 NCBS NICOLET BANKSHARES INC MURPHY WILLIAM D Director BUY $36.08 295 $10,644 395
2016-08-05 16:20 2016-07-29 NCBS NICOLET BANKSHARES INC MERKATORIS SUSAN L Director SELL $36.29 1,250 $45,363 103,550
2016-08-05 18:25 2016-08-03 LARK LANDMARK BANCORP INC ALEXANDER PATRICK L Director, Officer OPT+S $25.75 414 $10,661 111,799
2016-08-04 23:44 2016-08-03 WBS WEBSTER FINANCIAL CORP FLYNN ELIZABETH E Director BUY $35.97 2,900 $104,313 15,681
2016-08-04 23:49 2016-08-01 BDGE Dime Community Bancshares, Inc. /NY/ SUSKIND DENNIS A Director SELL $28.91 1,500 $43,361 10,000
2016-08-03 23:08 2016-08-02 BAC BANK OF AMERICA CORP /DE/ Woods Thomas D Director BUY $14.13 25,000 $353,250 32,459
2016-08-03 23:42 2016-07-29 FNB FNB CORP/PA/ HORMELL ROBERT A Director BUY $11.94 3,000 $35,820 51,217
2016-08-03 22:38 2016-08-01 FFBC FIRST FINANCIAL BANCORP /OH/ stollings anthony m Officer SELL $21.11 13,081 $276,140 0
2016-08-03 22:03 2016-08-02 FFBC FIRST FINANCIAL BANCORP /OH/ MURPH KNAPKE Director SELL $21.20 15,000 $317,939 5,000
2016-08-04 00:26 2016-03-02 LARK LANDMARK BANCORP INC BALL RICHARD Director BUY $25.12 360 $9,045 536
2016-08-03 20:16 2016-08-02 SHBI SHORE BANCSHARES INC BEATTY LLOYD L JR Director BUY $11.69 2,000 $23,386 60,250
2016-08-02 19:21 2016-08-01 BANF BANCFIRST CORP /OK/ Weast Jennifer C Officer OPT+S $66.40 625 $41,499 0
2016-08-02 16:02 2016-08-01 NKSH NATIONAL BANKSHARES INC Dooley John Elliott Director BUY $34.00 28 $952 1,578
2016-08-02 18:25 2016-08-01 FRME FIRST MERCHANTS CORP Lehman Gary Director BUY $26.17 64 $1,667 27,523
2016-08-03 01:26 2016-08-01 WBS WEBSTER FINANCIAL CORP BLEY DANIEL Officer OPT+S $36.03 5,153 $185,664 37,112
2016-08-02 21:54 2016-08-01 NWBI Northwest Bancshares, Inc. SMELKO MICHAEL G Officer SELL $14.98 10,125 $151,643 62,046
2016-08-02 18:25 2016-08-01 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $26.17 19 $500 32,190
2016-08-03 01:45 2016-08-01 WBS WEBSTER FINANCIAL CORP WOLFE HARRIET MUNRETT Officer OPT+S $36.03 8,851 $318,902 58,026
2016-08-02 23:27 2016-08-01 NCBS NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director, Officer SELL $36.50 300 $10,951 94,372
2016-08-02 19:50 2016-07-28 LARK LANDMARK BANCORP INC ALEXANDER PATRICK L Director, Officer OPT+S $25.81 2,000 $51,620 111,399
2016-08-02 19:11 2016-08-01 CFR CULLEN/FROST BANKERS, INC. FROST PATRICK B Director, Officer OPT+S $67.73 10,500 $711,165 149,647
2016-08-01 21:31 2016-07-29 FFBC FIRST FINANCIAL BANCORP /OH/ Kuhl Shannon M Officer SELL $21.42 1,100 $23,564 2,735
2016-08-02 01:54 2016-07-29 FNB FNB CORP/PA/ DELIE VINCENT J JR Director, Officer BUY $11.97 5,000 $59,850 175,054
2016-08-01 18:11 2016-07-29 FISI FINANCIAL INSTITUTIONS INC DORN ANDREW W JR Director BUY $27.11 1,000 $27,110 12,205
2016-08-01 22:32 2016-07-29 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Maio Keith D Officer SELL $27.97 9,000 $251,730 44,072
2016-08-01 22:31 2016-07-29 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ BLACKFORD DAVID E Officer SELL $27.81 1,620 $45,049 29,429
2016-07-29 23:25 2016-07-29 FNB FNB CORP/PA/ Mencini Frank C Director BUY $11.97 1,000 $11,965 9,850
2016-07-29 20:01 2016-07-28 N/A WILSON BANK HOLDING CO Foster` John Officer BUY $39.75 7 $278 4,190
2016-07-29 15:09 2016-07-28 ENBP ENB Financial Corp Harting Barry W Officer BUY $33.00 50 $1,650 2,125
2016-07-29 18:38 2016-07-28 CFR CULLEN/FROST BANKERS, INC. Kardys Richard Officer OPT+S $69.54 25,500 $1,773,270 117,578
2016-07-29 22:25 2016-07-28 WBS WEBSTER FINANCIAL CORP MADAR GREGORY Officer SELL $36.12 500 $18,061 10,640
2016-07-29 19:58 2016-07-28 N/A WILSON BANK HOLDING CO NORTON CHRISTY Officer BUY $39.75 8 $318 14,340
2016-07-29 19:54 2016-07-29 N/A WILSON BANK HOLDING CO GOODMAN JOHN Officer BUY $39.75 11 $437 11,511
2016-07-29 23:32 2016-07-28 FNB FNB CORP/PA/ MARTZ D STEPHEN Director BUY $11.97 1,000 $11,969 127,268
2016-07-29 23:40 2016-07-27 FULT FULTON FINANCIAL CORP MOXLEY JAMES R III Director BUY $13.71 9,896 $135,661 20,000
2016-07-29 23:37 2016-07-29 FNB FNB CORP/PA/ CAMPBELL WILLIAM B Director BUY $11.98 1,100 $13,175 82,771
2016-07-29 22:17 2016-07-28 WBS WEBSTER FINANCIAL CORP CRAWFORD JOHN JOSEPH Director SELL $36.15 3,000 $108,450 21,705
2016-07-29 22:19 2016-07-28 NCBS NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director, Officer SELL $36.50 757 $27,631 94,672
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.