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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
2016-03-15 22:16 2016-03-14 HBAN HUNTINGTON BANCSHARES INC /MD/ GERLACH JOHN B JR Director BUY $25.00 4,000 $100,000 4,000
2016-03-15 22:16 2016-03-14 HBAN HUNTINGTON BANCSHARES INC /MD/ STEINOUR STEPHEN D Director, Officer BUY $25.00 20,000 $500,000 20,000
2016-03-15 21:55 2016-03-11 LARK LANDMARK BANCORP INC HERPICH MARK A Officer OPT+S $24.55 200 $4,910 58,342
2016-03-14 21:28 2016-03-11 WFC WELLS FARGO & COMPANY/MN Dean Lloyd H Director SELL $49.93 2,210 $110,345 1,122
2016-03-14 16:28 2016-03-10 NEWT NewtekOne, Inc. SALUTE RICHARD J Director BUY $12.34 2,026 $24,997 3,823
2016-03-14 15:58 2016-03-10 AROW Arrow Financial Corporation CARUSONE JOHN J JR Director SELL $26.04 350 $9,113 7,470
2016-03-15 02:31 2016-03-10 BANC BANC OF CALIFORNIA, INC. Seabold Jeffrey T Officer SELL $15.16 76,289 $1,156,541 91,066
2016-03-14 17:24 2016-03-14 NEWT NewtekOne, Inc. SLOANE BARRY Director, Officer BUY $12.94 1,000 $12,936 965,833
2016-03-15 00:49 2016-03-10 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B CARPENTER HAROLD R Officer OPT+S $46.54 6,526 $303,720 110,743
2016-03-14 19:24 2016-03-11 UMBF UMB FINANCIAL CORP Iseman Andrew J Officer SELL $51.83 3,672 $190,303 6,907
2016-03-14 21:35 2016-03-11 CBKM-OB CONSUMERS BANCORP INC /OH/ WOOD RENEE Officer BUY $16.39 100 $1,639 4,663
2016-03-11 22:51 2016-03-11 FFBC FIRST FINANCIAL BANCORP /OH/ Ringwald Bradley J Officer SELL $18.07 2,500 $45,175 8,884
2016-03-11 21:14 2016-03-11 NEWT NewtekOne, Inc. Kirschner Sam Director BUY $12.79 2,000 $25,574 51,977
2016-03-11 18:12 2016-03-10 NEWT NewtekOne, Inc. Kirschner Sam Director BUY $12.20 1,000 $12,200 49,977
2016-03-11 21:21 2016-03-10 WFC WELLS FARGO & COMPANY/MN SLOAN TIMOTHY J Officer SELL $48.16 10,000 $481,600 532,858
2016-03-11 17:26 2016-03-10 NEWT NewtekOne, Inc. Schwartz Michael Adam Officer BUY $12.35 200 $2,470 3,919
2016-03-10 19:45 2016-03-10 NEWT NewtekOne, Inc. Mulia Salvatore Francis Director BUY $12.19 2,000 $24,380 61,303
2016-03-11 01:17 2016-03-08 CBU COMMUNITY FINANCIAL SYSTEM, INC. GABRIEL JAMES A Director OPT+S $38.68 3,817 $147,630 77,580
2016-03-10 17:51 2016-03-10 NEWT NewtekOne, Inc. SLOANE BARRY Director, Officer BUY $12.39 1,000 $12,392 964,833
2016-03-10 20:04 2016-03-09 FMCB FARMERS & MERCHANTS BANCORP Long Gary J. Director BUY $525.00 80 $42,000 644
2016-03-11 01:35 2016-03-08 LARK LANDMARK BANCORP INC HERPICH MARK A Officer OPT+S $24.50 3,028 $74,194 58,342
2016-03-10 22:16 2016-03-10 UMBF UMB FINANCIAL CORP ROBBINS KRIS A Director SELL $50.27 600 $30,161 4,380
2016-03-09 20:07 2016-03-07 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B HUDDLESTON WILLIAM H IV Director SELL $48.14 4,648 $223,755 43,563
2016-03-09 23:31 2016-03-09 UMBF UMB FINANCIAL CORP Williams Leroy James Jr Director BUY $49.97 64 $3,198 64
2016-03-09 01:19 2016-03-07 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD PARTNERS, L.L.C. 10% owner SELL $28.75 4,992 $143,520 236,328
2016-03-09 02:10 2016-03-08 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B TURNER M TERRY Director, Officer OPT+S $47.94 17,440 $836,074 551,991
2016-03-08 19:06 2016-03-07 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B LOUGHRY ED C JR Director OPT+S $48.40 5,033 $243,605 92,734
2016-03-09 01:26 2016-03-07 BDGE Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. 10% owner SELL $28.75 4,992 $143,520 236,328
2016-03-08 22:26 2016-03-07 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $16.50 300 $4,950 19,380
2016-03-08 01:29 2016-03-03 LARK LANDMARK BANCORP INC HERPICH MARK A Officer OPT+S $24.55 3,098 $76,050 58,342
2016-03-05 01:04 2016-03-02 CMA COMERICA INC Sefzik Peter L Officer SELL $35.43 2,500 $88,575 8,141
2016-03-04 23:57 2016-03-04 HBAN HUNTINGTON BANCSHARES INC /MD/ Heller Paul G Officer BUY $9.73 514 $4,999 292,010
2016-03-04 23:58 2015-10-01 KEY KEYCORP /NEW/ Gile Elizabeth R. Director SELL $13.09 292 $3,822 10,072
2016-03-04 23:58 2015-09-03 KEY KEYCORP /NEW/ Gile Elizabeth R. Director BUY $12.42 715 $8,881 10,495
2016-03-05 02:02 2016-03-03 RF REGIONS FINANCIAL CORP MATLOCK SUSAN W Director SELL $8.10 26,000 $210,600 22,003
2016-03-05 00:15 2016-03-03 ASRV AMERISERV FINANCIAL INC /PA/ STOPKO JEFFREY A Officer BUY $3.08 1,000 $3,080 45,148
2016-03-05 00:29 2016-03-02 LARK LANDMARK BANCORP INC ALEXANDER PATRICK L Director, Officer SELL $24.50 400 $9,800 119,399
2016-03-05 04:00 2016-03-04 HAFC HANMI FINANCIAL CORP LEE JOON HYUNG Director SELL $22.25 5,000 $111,250 270,697
2016-03-05 00:42 2016-03-02 LARK LANDMARK BANCORP INC SCHEOPNER MICHAEL E Director, Officer OPT+S $24.60 1,000 $24,600 52,983
2016-03-04 23:13 2016-03-03 UMBF UMB FINANCIAL CORP Swett Christian R Officer SELL $52.40 118 $6,183 7,264
2016-03-04 23:57 2016-03-03 HBAN HUNTINGTON BANCSHARES INC /MD/ KIGHT PETER J Director BUY $9.52 100,000 $952,330 245,758
2016-03-04 00:15 2016-03-01 COF CAPITAL ONE FINANCIAL CORP Blackley Richard Scott Officer SELL $66.61 5,239 $348,970 18,044
2016-03-03 17:06 2016-03-01 FRME FIRST MERCHANTS CORP Lehman Gary Director BUY $22.34 75 $1,667 25,991
2016-03-03 17:06 2016-03-01 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $22.34 22 $500 30,607
2016-03-04 01:31 2016-03-02 AROW Arrow Financial Corporation REISMAN RICHARD J DMD Director SELL $26.32 2,000 $52,632 7,911
2016-03-03 20:14 2016-03-02 SFST SOUTHERN FIRST BANCSHARES INC Dowling Michael D Officer SELL $23.00 2,000 $46,000 28,014
2016-03-02 22:28 2016-03-02 CASH PATHWARD FINANCIAL, INC. Moore Frederick V Director SELL $41.90 550 $23,045 100
2016-03-03 00:26 2016-03-02 HBAN HUNTINGTON BANCSHARES INC /MD/ STEINOUR STEPHEN D Director, Officer BUY $9.27 10,000 $92,724 3,102,687
2016-03-03 02:28 2016-03-01 UMBF UMB FINANCIAL CORP Iseman Andrew J Officer OPT+S $51.23 3,097 $158,670 10,582
2016-03-01 17:47 2016-02-29 BANF BANCFIRST CORP /OK/ HALVERSTADT DONALD B Director OPT+S $56.99 5,000 $284,944 0
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.