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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
2025-02-19 00:29 2025-02-13 C CITIGROUP INC LUCHETTI GONZALO Officer SELL $81.36 16,354 $1,330,573 91,104
2025-02-19 00:30 2025-02-13 C CITIGROUP INC McIntosh Brent Officer SELL $81.22 20,000 $1,624,454 113,839
2025-02-19 00:34 2025-02-13 C CITIGROUP INC Selvakesari Anand Officer SELL $81.10 30,000 $2,433,147 229,180
2025-02-19 00:35 2025-02-14 C CITIGROUP INC Skyler Edward Officer SELL $82.41 35,545 $2,929,263 204,727
2025-02-19 00:37 2025-02-13 C CITIGROUP INC Wechter Sara Officer SELL $81.01 15,125 $1,225,284 109,780
2025-02-19 00:30 2025-02-14 C CITIGROUP INC Mason Mark Officer SELL $83.21 58,465 $4,864,791 217,331
2025-02-19 01:18 2025-02-13 KEY KEYCORP /NEW/ Gorman Christopher M. Director, Officer OPT+S $17.46 57,736 $1,008,071 799,718
2025-02-18 21:49 2025-02-14 CHCO CITY HOLDING CO BUMGARNER DAVID L Officer SELL $120.00 200 $24,000 9,438
2025-02-18 21:42 2025-02-14 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $196.14 1,242 $243,606 526,269
2025-02-14 16:15 2025-02-13 BHRB Burke & Herbert Financial Services Corp. Barnwell Julian Forrest Jr. Director BUY $63.75 5,000 $318,736 187,939
2025-02-15 00:45 2025-02-12 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ STEPHENS STEVEN DAN Officer OPT+S $55.71 10,000 $557,120 45,847
2025-02-15 05:51 2025-02-12 DCOM Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director SELL $31.20 9,815 $306,228 37,147
2025-02-15 05:51 2025-02-12 DCOM Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director BUY $31.30 316 $9,891 1,359
2025-02-13 20:28 2025-02-12 NIC NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director OPT+S $118.08 3,975 $469,368 30,317
2025-02-13 22:02 2025-02-10 SFST SOUTHERN FIRST BANCSHARES INC Locke Anna T Director BUY $37.01 360 $13,324 2,582
2025-02-14 01:53 2025-02-12 LARK LANDMARK BANCORP INC SCHEOPNER MICHAEL E Director SELL $25.08 12,992 $325,899 121,374
2025-02-12 21:26 2025-02-12 CMTV COMMUNITY BANCORP /VT Martin Carol Director BUY $17.75 625 $11,094 10,130
2025-02-12 21:26 2025-02-10 HWBK HAWTHORN BANCSHARES, INC. Holtaway Jonathan Director SELL $32.91 2,798 $92,081 366,482
2025-02-13 00:06 2025-02-10 TBBK Bancorp, Inc. Terry Jennifer F Officer SELL $60.30 3,798 $229,004 14,783
2025-02-13 00:05 2025-02-11 TBBK Bancorp, Inc. Nager Jeffrey A Officer SELL $62.08 12,663 $786,099 118,121
2025-02-13 00:04 2025-02-11 TBBK Bancorp, Inc. Harris Ryan Officer SELL $61.42 7,500 $460,634 150,948
2025-02-13 00:03 2025-02-11 TBBK Bancorp, Inc. Garry Gregor J Officer SELL $61.04 1,500 $91,565 131,943
2025-02-13 00:00 2025-02-10 TBBK Bancorp, Inc. Caesar Erika R Officer SELL $60.33 5,000 $301,630 26,438
2025-02-12 23:26 2025-02-11 DCOM Dime Community Bancshares, Inc. /NY/ MAHON KENNETH J Director SELL $32.69 25,000 $817,285 256,880
2025-02-13 01:07 2025-02-11 LARK LANDMARK BANCORP INC Kohlrus Mark J. Director BUY $24.70 200 $4,940 200
2025-02-13 00:38 2025-02-10 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Arbuckle Jason D. Officer SELL $56.03 40 $2,241 3,954
2025-02-13 00:24 2025-02-12 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $19.20 500 $9,600 68,060
2025-02-11 22:22 2025-02-10 FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/ McCuen Michael P Officer BUY $16.57 3,020 $50,041 60,643
2025-02-11 18:14 2025-02-10 NBTB NBT BANCORP INC Halliday Sarah A Officer SELL $48.45 5,000 $242,250 25,564
2025-02-12 00:37 2025-02-11 BANF BANCFIRST CORP /OK/ SCHMIDT DARRYL Director, Officer SELL $122.06 5,000 $610,315 43,564
2025-02-11 20:54 2025-02-10 LARK LANDMARK BANCORP INC ALEXANDER PATRICK L Director SELL $24.53 20,000 $490,600 80,285
2025-02-10 17:11 2025-02-07 CBNK Capital Bancorp Inc Levitt Randall James Director SELL $32.30 14,500 $468,367 100,000
2025-02-11 00:02 2025-02-07 TBBK Bancorp, Inc. Brockman Todd J. Director BUY $61.85 3,700 $228,847 8,217
2025-02-10 23:15 2025-02-07 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $202.61 1,242 $251,642 521,345
2025-02-11 00:14 2025-02-10 BHRB Burke & Herbert Financial Services Corp. HINKLE GARY L Director BUY $64.97 3,000 $194,916 248,459
2025-02-11 01:51 2025-02-06 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B INGRAM DAVID B Director SELL $126.51 47,071 $5,954,835 79,728
2025-02-08 03:35 2025-02-05 KEY KEYCORP /NEW/ BANK OF NOVA SCOTIA Director, 10% owner BUY $17.85 50,000 $892,500 162,983,726
2025-02-07 20:25 2025-02-07 NBTB NBT BANCORP INC Hoeller Heidi M Director BUY $48.45 678 $32,849 6,437
2025-02-07 19:46 2025-02-05 HWBK HAWTHORN BANCSHARES, INC. Holtaway Jonathan Director SELL $32.96 7,443 $245,295 369,280
2025-02-08 00:51 2025-02-06 USB US BANCORP DE Richard Jodi L Officer SELL $47.59 30,000 $1,427,610 99,790
2025-02-08 00:52 2025-02-05 USB US BANCORP DE CHOSY JAMES L Officer OPT+S $47.65 21,451 $1,022,140 198,127
2025-02-07 20:13 2025-02-06 CHCO CITY HOLDING CO FAIRCHILDS CHARLES W Director SELL $120.50 500 $60,250 1,014
2025-02-07 23:44 2025-02-07 CBKM CONSUMERS BANCORP INC /OH/ Parkinson John W Director BUY $19.11 300 $5,733 17,142
2025-02-07 23:29 2025-02-07 CBKM CONSUMERS BANCORP INC /OH/ L'italien Shawna Director BUY $19.10 525 $10,028 5,422
2025-02-06 19:49 2025-02-04 CAC CAMDEN NATIONAL CORP Merrill Robert D Director SELL $43.94 500 $21,970 9,615
2025-02-06 19:57 2025-02-05 BANF BANCFIRST CORP /OK/ Drummond F Ford Director OPT+S $120.58 5,000 $602,906 0
2025-02-06 19:26 2025-02-05 FNB FNB CORP/PA/ CAMPBELL WILLIAM B Director BUY $15.57 3,000 $46,700 158,834
2025-02-06 18:29 2025-02-04 SHBI SHORE BANCSHARES INC Adams Michael Brian Director BUY $15.92 965 $15,363 9,126
2025-02-06 01:13 2025-02-03 USB US BANCORP DE Stark Lisa R Officer OPT+S $47.10 3,209 $151,144 48,710
2025-02-05 23:47 2025-02-03 HWBK HAWTHORN BANCSHARES, INC. Holtaway Jonathan Director SELL $32.86 5,468 $179,686 376,723
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.