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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
2014-08-04 21:43 2014-07-31 BBT TRUIST FINANCIAL CORP Yates William Rufus Officer SELL $37.27 5,300 $197,536 42,095
2014-08-04 21:56 2014-08-04 FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/ Claus Gary R Director BUY $8.56 2,500 $21,400 21,944
2014-08-04 21:43 2014-07-31 BBT TRUIST FINANCIAL CORP Starnes Clarke R III Officer OPT+S $37.52 67,331 $2,526,454 140,066
2014-08-04 20:48 2014-07-31 ONB OLD NATIONAL BANCORP /IN/ Wolking Christopher A Officer BUY $13.59 200 $2,718 1,200
2014-08-04 18:18 2014-07-31 ONB OLD NATIONAL BANCORP /IN/ GOEBEL ANDREW E Director BUY $13.39 3,500 $46,865 3,500
2014-08-01 18:56 2014-07-31 NBHC National Bank Holdings Corp Spring Maria F Director SELL $19.70 5,200 $102,440 28,172
2014-08-02 00:47 2014-07-30 BANF BANCFIRST CORP /OK/ Westman David Officer OPT+S $61.68 1,250 $77,105 0
2014-08-01 19:51 2014-07-29 SFNC SIMMONS FIRST NATIONAL CORP Shoptaw Robert L Director BUY $39.66 10,000 $396,600 10,000
2014-08-01 22:39 2014-07-31 ONB OLD NATIONAL BANCORP /IN/ Ryan James C III Officer BUY $13.41 130 $1,743 2,430
2014-08-01 17:34 2014-07-31 TBBK Bancorp, Inc. Chrystal John C Director BUY $9.55 2,500 $23,869 13,500
2014-08-01 18:48 2014-07-30 NBTB NBT BANCORP INC SANTANGELO JOSEPH A Director SELL $23.60 1,500 $35,400 15,307
2014-08-02 00:51 2014-07-31 BANF BANCFIRST CORP /OK/ SCHMIDT DARRYL OPT+S $61.25 1,500 $91,875 2,500
2014-07-31 20:41 2014-07-29 NBHC National Bank Holdings Corp Warren Burney S. III Director BUY $19.56 5,000 $97,800 21,521
2014-07-31 15:18 2014-07-30 TBBK Bancorp, Inc. Chrystal John C Director BUY $9.72 2,000 $19,430 11,000
2014-07-31 23:04 2014-07-30 USB US BANCORP DE Payne Richard B JR Officer OPT+S $43.03 49,118 $2,113,548 51,601
2014-07-31 18:13 2013-11-20 UMBF UMB FINANCIAL CORP Hagedorn Michael D Officer SELL $62.03 4,681 $290,343 40,032
2014-07-31 18:11 2014-07-29 OCFC OCEANFIRST FINANCIAL CORP Maher Christopher Director, Officer BUY $16.16 10,000 $161,600 17,566
2014-07-30 23:13 2014-07-28 CHCO CITY HOLDING CO LEGGE JEFFREY DALE Officer SELL $42.50 100 $4,250 5,725
2014-07-30 16:01 2014-07-29 TBBK Bancorp, Inc. Chrystal John C Director BUY $9.57 500 $4,783 9,000
2014-07-30 23:36 2014-07-28 BBT TRUIST FINANCIAL CORP WIGGS STEVEN B Officer OPT+S $37.60 45,585 $1,713,950 73,804
2014-07-30 23:24 2014-07-28 BBT TRUIST FINANCIAL CORP KING KELLY S Director, Officer OPT+S $37.61 40,000 $1,504,592 442,922
2014-07-30 23:26 2014-07-28 FNLC First Bancorp, Inc /ME/ DAIGNEAULT DANIEL R Director, Officer SELL $16.50 5,000 $82,500 146,817
2014-07-30 23:03 2014-07-29 USB US BANCORP DE STOKES PATRICK T Director OPT+S $42.79 8,904 $380,975 0
2014-07-30 16:01 2014-07-29 TBBK Bancorp, Inc. COHEN BETSY Z Director, Officer BUY $9.57 10,000 $95,688 446,309
2014-07-29 19:17 2014-07-28 FISI FINANCIAL INSTITUTIONS INC Dolan Paula Dollinger Officer BUY $22.48 2,000 $44,968 1,000
2014-07-29 20:41 2014-07-28 ENBP ENB Financial Corp Lied Scott E Officer SELL $30.25 600 $18,150 4,789
2014-07-29 23:36 2014-07-25 BBT TRUIST FINANCIAL CORP Goodrich Donna C Officer OPT+S $37.64 14,893 $560,619 10,163
2014-07-29 19:18 2014-07-28 FISI FINANCIAL INSTITUTIONS INC BIRMINGHAM MARTIN KEARNEY Officer BUY $22.51 5,000 $112,550 45,057
2014-07-29 23:02 2014-07-28 USB US BANCORP DE JOSEPH PAMELA A Officer OPT+S $42.37 200,000 $8,474,000 183,993
2014-07-28 23:40 2014-07-24 COF CAPITAL ONE FINANCIAL CORP Sanjiv Yajnik Officer OPT+S $82.47 7,630 $629,246 123,613
2014-07-28 19:32 2014-07-24 PNC PNC FINANCIAL SERVICES GROUP, INC. HANNON MICHAEL J Officer OPT+S $84.66 15,000 $1,269,849 43,894
2014-07-29 01:48 2014-07-24 RF REGIONS FINANCIAL CORP MALONE JAMES R Director SELL $10.23 20,000 $204,592 57,457
2014-07-28 18:12 2014-07-25 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $56.47 5,000 $282,364 111,635
2014-07-25 14:29 2014-07-24 AROW Arrow Financial Corporation DeMarco David S. Officer SELL $25.50 200 $5,100 17,462
2014-07-25 23:38 2014-07-25 USB US BANCORP DE Parker P.W. Officer OPT+S $42.63 34,436 $1,468,007 150,592
2014-07-25 23:16 2014-07-25 HAFC HANMI FINANCIAL CORP Kum Chong Guk Director, Officer BUY $20.95 8,750 $183,313 87,403
2014-07-25 00:21 2014-07-22 SFNC SIMMONS FIRST NATIONAL CORP HUNT EUGENE Director BUY $39.23 161 $6,316 416
2014-07-25 00:18 2014-07-24 USB US BANCORP DE Payne Richard B JR Officer OPT+S $42.76 70,000 $2,993,200 51,601
2014-07-25 00:21 2014-07-22 SFNC SIMMONS FIRST NATIONAL CORP COSSE STEVEN A Director BUY $38.94 4,000 $155,748 13,025
2014-07-25 00:20 2014-07-22 SFNC SIMMONS FIRST NATIONAL CORP MAKRIS GEORGE JR Director, Officer BUY $38.88 5,000 $194,400 74,433
2014-07-25 00:18 2014-07-24 USB US BANCORP DE LEVIN JERRY W Director OPT+S $42.76 35,845 $1,532,732 0
2014-07-24 22:24 2014-07-23 KEY KEYCORP /NEW/ PARNEROS DEMOS Director BUY $13.63 4,000 $54,520 4,000
2014-07-23 23:41 2014-07-21 WAFD WAFD INC Tabbutt Mark Director BUY $21.42 20,300 $434,783 45,000
2014-07-23 22:01 2014-07-23 N/A WILSON BANK HOLDING CO Buckley Barry Officer BUY $46.75 9 $421 1,892
2014-07-23 21:57 2014-07-22 N/A WILSON BANK HOLDING CO FRANKLIN JERRY L Director SELL $46.75 11,069 $517,476 71,240
2014-07-23 22:04 2014-07-23 N/A WILSON BANK HOLDING CO GOODMAN JOHN Officer BUY $46.75 10 $468 8,184
2014-07-23 16:30 2014-07-22 KEY KEYCORP /NEW/ MANOS KRISTEN L Director BUY $13.58 9,000 $122,220 44,795
2014-07-22 22:35 2014-07-22 KEY KEYCORP /NEW/ Wilson David K Director BUY $13.56 1,500 $20,340 1,500
2014-07-22 19:05 2014-07-18 BANF BANCFIRST CORP /OK/ McMillan Marion OPT+S $62.00 1,000 $62,000 0
2014-07-22 23:13 2014-07-18 USB US BANCORP DE Payne Richard B JR Officer OPT+S $42.11 105,000 $4,421,550 51,601
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.