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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
2014-01-09 19:02 2013-09-10 N/A WILSON BANK HOLDING CO GOODMAN JOHN Officer BUY $45.25 171 $7,738 7,580
2014-01-09 18:54 2013-09-09 N/A WILSON BANK HOLDING CO GOODMAN JOHN Officer BUY $44.75 729 $32,623 7,409
2014-01-07 23:17 2014-01-02 NBTB NBT BANCORP INC FORSYTHE DARYL R Director SELL $25.42 878 $22,319 113,221
2014-01-07 01:23 2014-01-06 NBTB NBT BANCORP INC LEVY JEFFREY M Officer SELL $25.36 484 $12,272 43,530
2014-01-06 18:01 2014-01-02 PNC PNC FINANCIAL SERVICES GROUP, INC. GULLEY JOAN L Officer SELL $77.04 2,000 $154,080 12,696
2014-01-07 01:23 2014-01-06 NBTB NBT BANCORP INC CHEWENS MICHAEL J Officer SELL $25.38 2,597 $65,900 40,420
2014-01-07 01:24 2014-01-06 NBTB NBT BANCORP INC RAVEN DAVID E Officer SELL $25.39 2,844 $72,209 42,386
2014-01-07 01:23 2014-01-06 NBTB NBT BANCORP INC DIETRICH MARTIN A Director, Officer SELL $25.37 4,514 $114,530 179,027
2014-01-03 20:03 2014-01-02 FRME FIRST MERCHANTS CORP Lehman Gary Director BUY $22.75 73 $1,667 20,345
2014-01-03 20:04 2013-12-31 FRME FIRST MERCHANTS CORP Stewart Michael J Officer BUY $17.03 53 $902 31,640
2014-01-03 20:03 2014-01-02 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $22.75 22 $500 25,368
2014-01-03 20:03 2013-12-31 FRME FIRST MERCHANTS CORP LORENTSON JEFFREY B Officer BUY $17.03 17 $289 12,084
2014-01-03 03:23 2014-01-02 COF CAPITAL ONE FINANCIAL CORP Alexander Robert M. Officer OPT+S $76.74 9,104 $698,641 80,628
2014-01-03 00:18 2014-01-02 UMBF UMB FINANCIAL CORP Wendel Clyde F Officer SELL $64.13 500 $32,065 11,825
2013-12-27 21:18 2013-12-26 FMCB FARMERS & MERCHANTS BANCORP Colombini Jay J Officer BUY $417.00 100 $41,700 1,273
2013-12-27 00:39 2013-12-23 COF CAPITAL ONE FINANCIAL CORP FINNERAN JOHN G JR Officer OPT+S $75.00 72,108 $5,408,100 110,436
2013-12-26 17:38 2013-12-24 SFST SOUTHERN FIRST BANCSHARES INC CUBBAGE LEIGHTON M Director SELL $13.20 1,471 $19,414 108,240
2013-12-25 00:15 2013-12-20 BANC BANC OF CALIFORNIA, INC. Herrin Richard Officer OPT+S $13.69 3,816 $52,241 12,786
2013-12-23 18:35 2013-12-20 PRK PARK NATIONAL CORP /OH/ EGGER HARRY O Director BUY $81.90 200 $16,380 562
2013-12-21 00:41 2013-12-19 CBU COMMUNITY FINANCIAL SYSTEM, INC. Wilson James A Director OPT+S $38.44 3,850 $147,980 15,516
2013-12-21 01:05 2013-12-19 COF CAPITAL ONE FINANCIAL CORP Alexander Robert M. Officer OPT+S $73.74 9,101 $671,108 84,732
2013-12-20 19:54 2013-12-19 PNC PNC FINANCIAL SERVICES GROUP, INC. ROHR JAMES E Director OPT+S $75.67 170,137 $12,874,386 233,040
2013-12-20 16:08 2013-12-18 PNC PNC FINANCIAL SERVICES GROUP, INC. ROHR JAMES E Director OPT+S $75.65 5,396 $408,207 233,040
2013-12-21 00:04 2013-12-16 ASRV AMERISERV FINANCIAL INC /PA/ WISE ROBERT L Director BUY $3.03 231 $700 110,773
2013-12-21 00:10 2013-12-16 ASRV AMERISERV FINANCIAL INC /PA/ YOUNG GREGOR T IV Officer BUY $3.03 165 $500 81,079
2013-12-21 04:37 2013-12-18 PNBK PATRIOT NATIONAL BANCORP INC Davis Samuel S Officer BUY $1.06 8,000 $8,508 17,000
2013-12-20 19:27 2013-12-19 FMCB FARMERS & MERCHANTS BANCORP ERICHSON RICHARD S Officer SELL $416.00 150 $62,400 529
2013-12-19 22:15 2013-12-19 CASH PATHWARD FINANCIAL, INC. Hajek Douglas J. Director BUY $38.12 500 $19,058 1,117
2013-12-19 22:42 2013-12-16 CASH PATHWARD FINANCIAL, INC. Moore Troy III Director, Officer SELL $37.90 8,000 $303,196 13,835
2013-12-19 00:02 2013-12-13 VABK Virginia National Bankshares Corp Dittmar William D Jr. Director BUY $17.41 15,000 $261,150 133,477
2013-12-19 00:47 2013-12-16 PNC PNC FINANCIAL SERVICES GROUP, INC. ROHR JAMES E Director OPT+S $75.65 30,974 $2,343,192 233,040
2013-12-17 17:47 2013-12-16 ONB OLD NATIONAL BANCORP /IN/ Kamin John R. Officer BUY $14.91 35 $527 5,303
2013-12-17 19:12 2013-12-13 VLY VALLEY NATIONAL BANCORP Mueller Bernadette Officer SELL $9.77 3,200 $31,258 63,076
2013-12-17 22:44 2013-12-17 ONB OLD NATIONAL BANCORP /IN/ JONES ROBERT G Director, Officer BUY $15.21 210 $3,194 66,387
2013-12-17 23:51 2013-12-13 BBT TRUIST FINANCIAL CORP DEAL RONALD E Director OPT+S $35.40 778 $27,541 13,586
2013-12-18 00:43 2013-12-13 RF REGIONS FINANCIAL CORP BRYAN GEORGE W Director SELL $9.52 20,000 $190,400 92,579
2013-12-16 23:32 2013-12-13 ENBP ENB Financial Corp Harting Barry W Officer SELL $30.06 250 $7,515 2,103
2013-12-17 01:33 2013-12-11 CASH PATHWARD FINANCIAL, INC. Hanson Bradley C Director, Officer SELL $37.53 26,000 $975,803 4,700
2013-12-16 23:12 2013-12-12 BANF BANCFIRST CORP /OK/ RAINBOLT H E Director, Officer SELL $54.75 3 $164 565
2013-12-16 21:27 2013-12-09 PNBK PATRIOT NATIONAL BANCORP INC Davis Samuel S Officer BUY $1.05 4,000 $4,200 6,000
2013-12-14 00:50 2013-12-13 N/A WILSON BANK HOLDING CO WHITAKER GARY Officer SELL $45.75 110 $5,033 18,251
2013-12-13 17:37 2013-12-11 NWBI Northwest Bancshares, Inc. LONG JOSEPH F Director SELL $14.48 2,225 $32,215 69,779
2013-12-14 00:05 2013-12-10 FDBC FIDELITY D & D BANCORP INC CALI BRIAN J Director BUY $23.06 867 $20,000 177,283
2013-12-13 23:24 2013-12-10 FDBC FIDELITY D & D BANCORP INC O'Donnell Kristin D Director BUY $23.06 867 $20,000 34,274
2013-12-11 23:18 2013-12-09 WFC WELLS FARGO & COMPANY/MN ENGEL SUSAN E Director SELL $44.27 3,887 $172,077 11,807
2013-12-10 16:42 2013-12-09 FRME FIRST MERCHANTS CORP WALKER TERRY L Director SELL $21.38 6,125 $130,937 35,024
2013-12-10 01:05 2013-12-09 CASH PATHWARD FINANCIAL, INC. Hajek Douglas J. Director BUY $37.47 500 $18,734 617
2013-12-10 00:48 2013-12-06 COF CAPITAL ONE FINANCIAL CORP FINNERAN JOHN G JR Officer OPT+S $73.00 51,348 $3,748,404 110,436
2013-12-09 23:19 2013-12-05 WSFS WSFS FINANCIAL CORP SCHOENHALS MARVIN N Director OPT+S $75.24 12,650 $951,838 32,344
2013-12-06 20:25 2013-12-04 FULT FULTON FINANCIAL CORP DALLY CRAIG A Director SELL $13.07 4,500 $58,816 150,031
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.