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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
2015-11-11 00:58 2015-11-06 BBT TRUIST FINANCIAL CORP Goodrich Donna C Officer SELL $39.10 7,311 $285,826 0
2015-11-11 00:46 2015-11-06 CMA COMERICA INC KANE JACQUELINE P Director BUY $46.93 256 $12,014 3,576
2015-11-10 18:53 2015-11-06 RF REGIONS FINANCIAL CORP Rogers Cynthia M. Officer SELL $10.05 9,500 $95,475 104,490
2015-11-11 01:00 2015-11-09 CBU COMMUNITY FINANCIAL SYSTEM, INC. DONAHUE BRIAN D Officer OPT+S $42.57 6,000 $255,432 33,759
2015-11-11 01:16 2015-11-09 CBU COMMUNITY FINANCIAL SYSTEM, INC. DICERBO NICHOLAS A Director SELL $42.86 4,516 $193,556 196,718
2015-11-11 00:13 2015-11-09 FHN FIRST HORIZON CORP PALMER VICKI R Director OPT+S $15.30 5,579 $85,336 22,020
2015-11-10 20:13 2015-11-06 FNB FNB CORP/PA/ MCCARTHY ROBERT J JR Director SELL $14.36 57,595 $827,110 1
2015-11-09 18:03 2015-11-05 BANF BANCFIRST CORP /OK/ Weast Jennifer C Officer OPT+S $35.58 625 $22,238 0
2015-11-09 22:35 2015-11-05 BANF BANCFIRST CORP /OK/ Weast Jennifer C Officer SELL $63.00 625 $39,373 0
2015-11-09 23:30 2015-11-06 SFNC SIMMONS FIRST NATIONAL CORP PORTER JOSEPH D Director SELL $55.54 1,000 $55,540 7,000
2015-11-09 21:00 2015-11-05 SFNC SIMMONS FIRST NATIONAL CORP KIRKLAND CHRISTOPHER R Director SELL $53.47 10,000 $534,700 678,715
2015-11-09 22:04 2015-11-05 CFR CULLEN/FROST BANKERS, INC. Wood Jack A Director SELL $72.82 23,987 $1,746,623 909,123
2015-11-10 00:36 2015-11-06 USB US BANCORP DE Gifford Craig E Officer SELL $43.74 1,500 $65,610 18,236
2015-11-10 00:36 2015-11-06 USB US BANCORP DE Payne Richard B JR Officer OPT+S $43.99 50,000 $2,199,500 46,451
2015-11-09 22:08 2015-11-06 SNV SYNOVUS FINANCIAL CORP PROCHASKA JOSEPH J JR Director BUY $33.36 1,800 $60,048 16,317
2015-11-09 17:23 2015-11-06 FNB FNB CORP/PA/ STANIK JOHN S Director BUY $14.46 2,200 $31,803 22,286
2015-11-10 02:07 2015-11-06 NBTB NBT BANCORP INC RAVEN DAVID E Officer OPT+S $29.95 3,605 $107,970 35,048
2015-11-10 00:37 2015-11-06 USB US BANCORP DE CARLSON JENNIE P Officer OPT+S $44.07 50,000 $2,203,500 0
2015-11-09 23:46 2015-11-05 WSBC WESBANCO INC ZUSCHLAG CHARLOTTE A Director SELL $33.57 20,000 $671,426 17,891
2015-11-09 20:27 2015-11-05 SFST SOUTHERN FIRST BANCSHARES INC Strickland F Justin Officer OPT+S $22.03 29,948 $659,614 50,128
2015-11-07 00:32 2015-11-04 USB US BANCORP DE Elmore John R. Officer SELL $42.62 18,596 $792,562 6,199
2015-11-07 00:13 2015-11-06 BANF BANCFIRST CORP /OK/ Starks Ken OPT+S $65.00 5,000 $325,000 0
2015-11-07 00:42 2015-11-06 CBU COMMUNITY FINANCIAL SYSTEM, INC. Kingsley Scott Allen Officer OPT+S $42.67 4,663 $198,983 25,861
2015-11-07 00:32 2015-11-04 BBT TRUIST FINANCIAL CORP WIGGS STEVEN B Officer SELL $37.82 12,000 $453,840 26,840
2015-11-07 00:15 2015-11-05 CBU COMMUNITY FINANCIAL SYSTEM, INC. DICERBO NICHOLAS A Director SELL $41.55 171 $7,105 201,226
2015-11-07 01:41 2015-11-05 CAC CAMDEN NATIONAL CORP PARENT JUNE B Officer OPT+S $42.92 2,000 $85,848 12,487
2015-11-07 01:10 2015-11-06 WAFD WAFD INC BEARDALL BRENT J Officer SELL $25.57 10,000 $255,715 153,441
2015-11-07 01:01 2015-11-05 WAFD WAFD INC WHITEHEAD ROY M Director, Officer SELL $25.33 17,738 $449,295 0
2015-11-06 00:43 2015-11-02 CAC CAMDEN NATIONAL CORP Hayden Edmund M Officer SELL $40.76 6,076 $247,654 0
2015-11-05 21:54 2015-11-04 SFNC SIMMONS FIRST NATIONAL CORP KIRKLAND CHRISTOPHER R Director SELL $52.07 10,000 $520,700 688,715
2015-11-06 00:08 2015-11-03 BBT TRUIST FINANCIAL CORP Yates William Rufus Officer SELL $37.77 6,000 $226,623 20,932
2015-11-06 01:19 2015-11-03 COF CAPITAL ONE FINANCIAL CORP Slocum Michael Officer SELL $80.86 2,930 $236,920 37,573
2015-11-05 22:46 2015-11-03 NBTB NBT BANCORP INC LEVY JEFFREY M Officer OPT+S $28.32 9,000 $254,861 46,147
2015-11-06 00:30 2015-11-05 BOKF BOK FINANCIAL CORP Grauer Scott Officer SELL $71.60 850 $60,856 23,034
2015-11-05 23:46 2015-11-04 FISI FINANCIAL INSTITUTIONS INC BIRMINGHAM MARTIN KEARNEY Officer BUY $26.59 2,000 $53,170 74,834
2015-11-05 19:17 2015-09-01 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $49.79 266 $13,250 15,132
2015-11-04 23:10 2015-11-02 SFNC SIMMONS FIRST NATIONAL CORP KIRKLAND CHRISTOPHER R Director SELL $52.34 20,000 $1,046,700 698,715
2015-11-05 00:30 2015-11-03 CFR CULLEN/FROST BANKERS, INC. Wood Jack A Director SELL $70.02 14,963 $1,047,709 933,110
2015-11-04 20:19 2015-11-02 FRME FIRST MERCHANTS CORP Lehman Gary Director BUY $26.59 63 $1,667 25,155
2015-11-04 22:16 2015-11-04 NWBI Northwest Bancshares, Inc. Hunter Timothy M Director BUY $13.34 1,000 $13,340 5,700
2015-11-04 20:19 2015-11-02 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $26.59 19 $500 29,840
2015-11-03 19:46 2015-10-30 CFR CULLEN/FROST BANKERS, INC. Wood Jack A Director SELL $69.52 24,517 $1,704,427 948,073
2015-11-03 23:29 2015-10-30 BBT TRUIST FINANCIAL CORP Bible Daryl N. Officer OPT+S $37.27 34,496 $1,285,807 105,498
2015-11-03 23:03 2015-11-02 AROW Arrow Financial Corporation Goodemote Terry R Officer SELL $27.58 1,393 $38,413 14,321
2015-11-04 00:17 2015-11-02 CAC CAMDEN NATIONAL CORP Stanley Karen Director BUY $39.86 330 $13,154 3,909
2015-11-03 20:44 2015-11-02 AROW Arrow Financial Corporation CARUSONE JOHN J JR Director SELL $27.58 1,200 $33,091 7,378
2015-11-03 18:28 2015-11-02 UMBF UMB FINANCIAL CORP Iseman Andrew J Officer SELL $50.76 200 $10,153 12,664
2015-11-03 18:14 2015-11-02 UMBF UMB FINANCIAL CORP Iseman Andrew J Officer SELL $50.61 5,336 $270,065 12,864
2015-11-02 18:22 2015-10-30 CAC CAMDEN NATIONAL CORP Longley S. Catherine Director BUY $39.13 750 $29,345 2,308
2015-11-03 00:04 2015-10-29 BBT TRUIST FINANCIAL CORP Powell Cynthia B Officer SELL $37.92 6,000 $227,520 10,789
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.