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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
2014-12-04 17:10 2014-11-18 SFST SOUTHERN FIRST BANCSHARES INC ELLEFSON ANNE S Director BUY $15.50 100 $1,550 19,233
2014-12-03 17:59 2014-12-01 FRME FIRST MERCHANTS CORP Lehman Gary Director BUY $21.74 77 $1,667 22,340
2014-12-03 17:59 2014-12-01 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $21.74 23 $500 27,078
2014-12-04 01:41 2014-12-01 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $82.53 276,921 $22,853,598 2,212,497
2014-12-04 00:54 2014-12-03 HAFC HANMI FINANCIAL CORP LEE JOON HYUNG Director SELL $20.30 1,000 $20,300 281,697
2014-12-03 20:07 2014-12-01 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $54.44 18 $1,000 13,215
2014-12-03 21:35 2014-12-02 OCFC OCEANFIRST FINANCIAL CORP Maher Christopher Director, Officer BUY $16.09 2,000 $32,180 19,566
2014-12-03 00:45 2014-12-02 FNB FNB CORP/PA/ MOTLEY DAVID L Director BUY $12.51 2,500 $31,275 10,000
2014-12-02 21:12 2014-12-02 FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/ Tomb Matthew C Officer BUY $8.82 2,000 $17,640 27,808
2014-12-02 23:18 2014-11-28 FNB FNB CORP/PA/ RUBRITZ TIMOTHY G Officer SELL $12.90 5,371 $69,286 43,440
2014-12-02 23:56 2014-11-28 HWBK HAWTHORN BANCSHARES, INC. TURNER DAVID T Director BUY $15.80 4,771 $75,389 33,856
2014-12-02 19:44 2014-12-01 CFBK CF BANKSHARES INC. Helmsdoerfer John W Jr Officer BUY $1.30 500 $650 1,500
2014-12-02 02:24 2014-11-26 FFBC FIRST FINANCIAL BANCORP /OH/ Meyer Jeffrey D Director SELL $18.09 18,070 $326,886 0
2014-12-01 18:57 2014-11-28 NBTB NBT BANCORP INC SANTANGELO JOSEPH A Director OPT+S $24.91 630 $15,693 15,307
2014-12-02 01:17 2014-11-28 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Hume Alexander Officer OPT+S $28.15 13,458 $378,817 567
2014-11-26 23:10 2014-11-25 PNC PNC FINANCIAL SERVICES GROUP, INC. Reilly Robert Q Officer OPT+S $88.03 27,500 $2,420,825 59,692
2014-11-26 19:48 2014-11-25 FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/ Price T Michael Director, Officer BUY $9.19 4,000 $36,760 201,046
2014-11-26 22:14 2014-11-26 N/A WILSON BANK HOLDING CO POMINSKI LISA Officer BUY $47.25 7 $331 10,798
2014-11-26 23:09 2014-11-25 BBT TRUIST FINANCIAL CORP QUBEIN NIDO R Director SELL $37.96 15,000 $569,328 8,641
2014-11-26 20:26 2014-11-26 PFIS PEOPLES FINANCIAL SERVICES CORP. TULANEY THOMAS P Officer BUY $48.16 500 $24,079 16,713
2014-11-26 00:31 2014-11-21 FHN FIRST HORIZON CORP Fleming Jeff L. Officer OPT+S $12.95 2,599 $33,659 53,577
2014-11-25 19:31 2014-11-24 FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/ Price T Michael Director, Officer BUY $9.14 25,000 $228,500 197,046
2014-11-25 19:28 2014-11-25 NEWT NewtekOne, Inc. Mulia Salvatore Francis Director BUY $14.00 1,000 $14,000 39,445
2014-11-26 01:11 2014-11-25 N/A WILSON BANK HOLDING CO BELL CHARLES A Officer BUY $47.25 513 $24,239 115,849
2014-11-25 21:39 2014-11-24 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Officer OPT+S $87.95 110,000 $9,674,159 281,839
2014-11-26 00:37 2014-11-24 CFBK CF BANKSHARES INC. Cochran Edward W Director BUY $1.35 50,000 $67,500 1,116,667
2014-11-25 23:33 2014-11-24 OCFC OCEANFIRST FINANCIAL CORP MCLAUGHLIN DONALD E Director SELL $16.50 3,000 $49,500 33,234
2014-11-24 17:48 2014-11-21 FULT FULTON FINANCIAL CORP DePorter Michael J Officer SELL $12.30 3,000 $36,900 3,907
2014-11-24 23:01 2014-11-18 ASRV AMERISERV FINANCIAL INC /PA/ STOPKO JEFFREY A Officer BUY $3.09 1,000 $3,089 37,590
2014-11-24 21:05 2014-11-21 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B CARPENTER HAROLD R Officer OPT+S $37.44 3,871 $144,930 106,244
2014-11-24 20:11 2014-11-20 CFBK CF BANKSHARES INC. O'Dell Timothy T Director, Officer BUY $1.38 4,000 $5,520 343,333
2014-11-21 22:22 2014-11-21 TRMK TRUSTMARK CORP Woods Charles Scott SELL $24.11 750 $18,083 8,310
2014-11-22 00:07 2014-11-19 SFNC SIMMONS FIRST NATIONAL CORP COSSE STEVEN A Director BUY $40.47 4,291 $173,640 17,316
2014-11-21 23:12 2014-11-17 ASRV AMERISERV FINANCIAL INC /PA/ WISE ROBERT L Director BUY $3.16 218 $689 115,911
2014-11-21 20:19 2014-11-20 LARK LANDMARK BANCORP INC Chindamo Bradly L. Officer BUY $21.92 400 $8,768 5,112
2014-11-21 18:27 2014-11-19 UBOH UNITED BANCSHARES INC/OH Engelhardt Diana L Officer BUY $14.99 193 $2,893 3,381
2014-11-21 17:41 2014-11-19 UBOH UNITED BANCSHARES INC/OH Oatman Heather Marie Officer BUY $15.08 125 $1,885 10,503
2014-11-21 17:25 2014-11-19 UBOH UNITED BANCSHARES INC/OH YOUNG BRIAN D Director, Officer BUY $15.14 299 $4,527 17,940
2014-11-21 00:41 2014-11-19 CBU COMMUNITY FINANCIAL SYSTEM, INC. DICERBO NICHOLAS A Director OPT+S $37.00 533 $19,721 135,642
2014-11-21 01:08 2014-11-19 WBS WEBSTER FINANCIAL CORP SMITH JAMES COPENHAVER Director, Officer SELL $31.91 7,500 $239,325 281,557
2014-11-21 00:01 2014-11-20 NWBI Northwest Bancshares, Inc. KING A PAUL Director SELL $12.67 22,500 $284,999 64,038
2014-11-20 00:01 2014-11-18 USB US BANCORP DE Stone Kent V. Officer OPT+S $44.01 13,978 $615,172 36,461
2014-11-20 00:01 2014-11-18 USB US BANCORP DE von Gillern Jeffry H. Officer OPT+S $44.04 61,224 $2,696,305 50,679
2014-11-19 22:24 2014-11-19 NEWT NewtekOne, Inc. Mulia Salvatore Francis Director BUY $13.31 1,000 $13,310 38,445
2014-11-19 20:14 2014-11-05 VLY VALLEY NATIONAL BANCORP LARUSSO MICHAEL L Director SELL $9.76 2,900 $28,304 26,180
2014-11-20 00:02 2014-11-18 USB US BANCORP DE Payne Richard B JR Officer OPT+S $44.03 50,000 $2,201,500 39,613
2014-11-19 19:05 2014-11-18 FULT FULTON FINANCIAL CORP SMITH R SCOTT JR Director OPT+S $12.16 19,734 $240,007 359,084
2014-11-20 00:02 2014-11-18 USB US BANCORP DE SCHNUCK CRAIG D Director OPT+S $44.00 25,484 $1,121,296 10,632
2014-11-19 19:02 2014-11-19 NEWT NewtekOne, Inc. SLOANE BARRY Director, Officer, 10% owner BUY $13.23 1,000 $13,232 1,000,356
2014-11-19 00:16 2014-11-17 CAC CAMDEN NATIONAL CORP Longley S. Catherine Director BUY $39.00 1,000 $39,000 1,267
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.