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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
2024-11-30 01:21 2024-11-27 UBFO UNITED SECURITY BANCSHARES ELLITHORPE G THOMPSON Director BUY $9.79 1,471 $14,400 86,364
2024-11-29 23:39 2024-11-26 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Burdiss Paul E. Officer OPT+S $61.06 9,506 $580,434 86,232
2024-11-28 00:03 2024-11-26 WBS WEBSTER FINANCIAL CORP GRIFFIN JAMES MI Officer SELL $62.16 1,610 $100,085 11,273
2024-11-27 20:22 2024-11-26 FFBC FIRST FINANCIAL BANCORP /OH/ Harris Gregory A Officer SELL $29.81 5,400 $160,974 37,879
2024-11-27 16:13 2024-11-25 TFC TRUIST FINANCIAL CORP ROGERS WILLIAM H JR Director, Officer BUY $48.56 34,180 $1,659,781 691,451
2024-11-27 17:22 2024-11-26 NIC NICOLET BANKSHARES INC Hutjens Brad Vincent Officer OPT+S $113.23 146 $16,531 29,593
2024-11-27 21:21 2024-11-25 HOPE HOPE BANCORP INC Harris Angelee Officer SELL $14.16 3,000 $42,480 19,795
2024-11-27 22:31 2024-11-27 PFIS PEOPLES FINANCIAL SERVICES CORP. BEST CRAIG W Director, Officer SELL $57.01 2,500 $142,536 4,726
2024-11-26 23:48 2024-11-25 PNC PNC FINANCIAL SERVICES GROUP, INC. Juchno Stacy M. Officer SELL $212.65 2,000 $425,300 17,330
2024-11-27 00:36 2024-11-22 FHN FIRST HORIZON CORP Fleming Jeff L. Officer OPT+S $20.65 8,025 $165,716 124,699
2024-11-26 18:42 2024-11-25 CBU COMMUNITY FINANCIAL SYSTEM, INC. Whipple John F. Director OPT+S $73.10 3,937 $287,802 5,823
2024-11-26 20:29 2024-11-25 CHCO CITY HOLDING CO DERITO JOHN A Officer SELL $136.93 1,243 $170,206 28,757
2024-11-26 22:30 2024-11-25 FFBC FIRST FINANCIAL BANCORP /OH/ ANDERSON JAMES M Officer SELL $30.65 7,632 $233,921 94,889
2024-11-26 19:47 2024-11-22 NIC NICOLET BANKSHARES INC Hutjens Brad Vincent Officer OPT+S $113.43 7,354 $834,185 29,593
2024-11-26 17:40 2024-11-26 NEWT NewtekOne, Inc. SLOANE BARRY Director, Officer BUY $14.75 3,000 $44,250 1,161,855
2024-11-26 19:40 2024-11-26 LCNB LCNB CORP Meilstrup Eric J Director, Officer BUY $17.54 250 $4,385 39,210
2024-11-26 01:08 2024-11-22 HBAN HUNTINGTON BANCSHARES INC /MD/ White Donnell R Officer SELL $17.63 2,840 $50,069 16,373
2024-11-25 18:24 2024-11-25 FFBC FIRST FINANCIAL BANCORP /OH/ Dennen Richard S Officer SELL $30.01 4,068 $122,081 70,652
2024-11-25 23:13 2024-11-22 NBTB NBT BANCORP INC WEBB JACK H Director SELL $50.06 10,000 $500,567 45,018
2024-11-26 00:12 2024-11-22 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $205.98 1,242 $255,827 535,007
2024-11-26 01:21 2024-11-21 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Arbuckle Jason D. Officer OPT+S $59.18 147 $8,700 1,534
2024-11-25 23:57 2024-11-25 SFST SOUTHERN FIRST BANCSHARES INC Fairchild Julie Ann Officer OPT+S $45.23 1,000 $45,230 5,840
2024-11-26 00:22 2024-11-25 LCNB LCNB CORP Krehbiel Anne E Director BUY $17.81 500 $8,906 9,984
2024-11-26 00:22 2024-11-25 LCNB LCNB CORP Miller Michael Robert Officer SELL $17.81 1,083 $19,288 17,239
2024-11-26 00:21 2024-11-21 PFIS PEOPLES FINANCIAL SERVICES CORP. BEST CRAIG W Director, Officer SELL $54.00 4,341 $234,414 7,226
2024-11-26 01:22 2024-11-25 SHBI SHORE BANCSHARES INC WAYSON KONRAD Director BUY $16.94 3,000 $50,820 53,266
2024-11-23 00:01 2024-11-22 STEL Stellar Bancorp, Inc. Long Justin M Officer SELL $30.01 4,200 $126,042 46,662
2024-11-22 23:31 2024-11-20 HOPE HOPE BANCORP INC Koh Steven Director SELL $13.33 96,620 $1,287,945 3,167,023
2024-11-22 01:35 2024-11-21 BANF BANCFIRST CORP /OK/ Martin William Scott Director SELL $124.70 24,607 $3,068,481 224,499
2024-11-22 00:02 2024-11-20 WBS WEBSTER FINANCIAL CORP CIULLA JOHN R Officer SELL $59.33 8,000 $474,670 218,924
2024-11-21 19:57 2024-11-20 N/A WILSON BANK HOLDING CO CLEMONS JAMES RANDALL Director SELL $74.10 1,350 $100,035 169,496
2024-11-21 23:11 2024-11-20 SFNC SIMMONS FIRST NATIONAL CORP FEHLMAN ROBERT A Officer OPT+S $24.02 15,270 $366,785 156,357
2024-11-22 01:00 2024-11-19 CFR CULLEN/FROST BANKERS, INC. GREEN PHILLIP D Director, Officer OPT+S $137.57 34,505 $4,746,811 94,423
2024-11-22 00:50 2024-11-21 UMBF UMB FINANCIAL CORP Beaird Robert Brian Officer SELL $123.38 854 $105,362 5,828
2024-11-21 00:19 2024-11-19 WBS WEBSTER FINANCIAL CORP WILKINS CHARLES L Officer SELL $59.50 5,000 $297,500 33,657
2024-11-20 00:16 2024-11-18 WBS WEBSTER FINANCIAL CORP States Lauren Director SELL $60.61 1,650 $99,998 15,023
2024-11-20 00:07 2024-11-15 BHRB Burke & Herbert Financial Services Corp. HINKLE GARY L Director BUY $68.54 5,200 $356,428 238,355
2024-11-18 16:39 2024-11-15 NEWT NewtekOne, Inc. Zink Gregory L Director BUY $13.95 1,000 $13,949 33,017
2024-11-19 00:06 2024-11-14 SFNC SIMMONS FIRST NATIONAL CORP HUNT EUGENE Director SELL $24.58 2,232 $54,863 30,391
2024-11-18 19:46 2024-11-15 NBTB NBT BANCORP INC WATT JOHN H JR Director SELL $49.40 10,000 $494,047 125,301
2024-11-18 19:03 2024-11-15 CHCO CITY HOLDING CO HAGEBOECK CHARLES R Director, Officer SELL $130.03 6,065 $788,620 44,974
2024-11-18 22:53 2024-11-15 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $208.12 1,242 $258,485 536,249
2024-11-18 16:08 2024-11-13 LCNB LCNB CORP Miller Michael Robert Officer SELL $16.96 1,000 $16,960 18,322
2024-11-18 22:38 2024-11-14 TRMK TRUSTMARK CORP HOST GERARD R Director SELL $38.25 40,000 $1,530,072 0
2024-11-16 00:47 2024-11-13 HBAN HUNTINGTON BANCSHARES INC /MD/ Kleinman Scott D Officer OPT+S $17.67 28,600 $505,391 496,076
2024-11-16 00:47 2024-11-13 HBAN HUNTINGTON BANCSHARES INC /MD/ Wasserman Zachary Jacob Officer SELL $17.63 8,644 $152,402 259,943
2024-11-15 19:33 2024-11-13 HWBK HAWTHORN BANCSHARES, INC. Holtaway Jonathan Director SELL $28.59 9,670 $276,503 397,843
2024-11-16 01:08 2024-11-15 BANF BANCFIRST CORP /OK/ Martin William Scott Director SELL $123.00 25,000 $3,075,003 249,106
2024-11-16 02:29 2024-11-13 NBHC National Bank Holdings Corp Newfield Richard U Jr. Officer OPT+S $49.81 19,259 $959,291 143,210
2024-11-15 19:24 2024-11-13 SFNC SIMMONS FIRST NATIONAL CORP Garner David W Officer OPT+S $25.25 5,090 $128,523 64,966
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.