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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
2024-11-15 19:24 2024-11-13 SFNC SIMMONS FIRST NATIONAL CORP MAKRIS GEORGE JR Director, Officer OPT+S $25.21 25,440 $641,342 608,347
2024-11-15 19:59 2024-11-13 NIC NICOLET BANKSHARES INC Hutjens Brad Vincent Officer OPT+S $115.30 6,000 $691,770 26,674
2024-11-16 00:33 2024-11-15 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Miller Rena A. Officer OPT+S $59.12 313 $18,505 6,776
2024-11-15 01:06 2024-11-12 COF CAPITAL ONE FINANCIAL CORP Zamsky Michael Officer SELL $190.26 10,541 $2,005,492 26,482
2024-11-15 01:27 2024-11-14 BANF BANCFIRST CORP /OK/ Martin William Scott Director SELL $123.17 7,500 $923,759 274,106
2024-11-14 20:36 2024-11-13 FFBC FIRST FINANCIAL BANCORP /OH/ Dennen Richard S Officer SELL $30.00 932 $27,960 74,720
2024-11-15 00:00 2024-11-13 TBBK Bancorp, Inc. Leto John Officer SELL $57.51 51,000 $2,932,964 154,770
2024-11-15 02:10 2024-11-12 DCOM Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director BUY $32.00 29,000 $928,000 1,044,221
2024-11-15 00:39 2024-11-11 PFIS PEOPLES FINANCIAL SERVICES CORP. BEST CRAIG W Director, Officer SELL $52.23 5,659 $295,586 12,226
2024-11-14 22:37 2024-11-12 TRMK TRUSTMARK CORP HOST GERARD R Director SELL $39.73 40,000 $1,589,336 20,000
2024-11-14 00:29 2024-11-08 COF CAPITAL ONE FINANCIAL CORP Young Andrew M Officer SELL $183.51 5,901 $1,082,893 28,974
2024-11-14 01:36 2024-11-13 BANF BANCFIRST CORP /OK/ Martin William Scott Director SELL $126.01 10,298 $1,297,603 281,606
2024-11-13 20:46 2024-11-11 PNC PNC FINANCIAL SERVICES GROUP, INC. Feldstein Andrew T Director SELL $210.09 30,000 $6,302,568 28,110
2024-11-14 00:01 2024-11-11 C CITIGROUP INC Henry Peter B. Director SELL $69.98 13,000 $909,675 3,023
2024-11-14 01:52 2024-11-11 STEL Stellar Bancorp, Inc. Wilson William E Jr Director SELL $30.28 24,000 $726,720 71,694
2024-11-14 01:05 2024-11-12 FHN FIRST HORIZON CORP BARTON HARRY V JR Director SELL $19.92 10,000 $199,202 166,840
2024-11-13 18:49 2024-11-05 CHCO CITY HOLDING CO FAIRCHILDS CHARLES W Director SELL $117.40 500 $58,700 1,514
2024-11-13 20:56 2024-11-11 NBTB NBT BANCORP INC DELANEY TIMOTHY E Director SELL $51.47 40,000 $2,058,948 38,853
2024-11-13 18:05 2024-11-11 NIC NICOLET BANKSHARES INC DANIELS MICHAEL E Director, Officer OPT+S $115.00 11,449 $1,316,635 72,434
2024-11-13 17:23 2024-11-11 NIC NICOLET BANKSHARES INC Witczak Eric James Officer OPT+S $113.11 20,343 $2,300,997 25,530
2024-11-14 04:19 2024-11-11 CFBK CF BANKSHARES INC. Rana Sundeep Director SELL $29.00 497 $14,413 459
2024-11-13 23:40 2024-11-12 CBKM CONSUMERS BANCORP INC /OH/ MCCLELLAN LAURIE L Director BUY $18.95 195 $3,695 137,269
2024-11-13 19:02 2024-11-11 OCFC OCEANFIRST FINANCIAL CORP Murphy Joseph M. Jr. Director SELL $20.03 1,500 $30,045 177,417
2024-11-13 00:18 2024-11-07 CMA COMERICA INC Fleming Allysun C Officer SELL $68.83 1,392 $95,804 8,730
2024-11-12 21:09 2024-11-08 CFR CULLEN/FROST BANKERS, INC. Kasanoff Howard L. Officer OPT+S $138.34 4,000 $553,360 2,888
2024-11-13 01:07 2024-11-07 COF CAPITAL ONE FINANCIAL CORP West Kara Officer SELL $184.73 721 $133,189 12,929
2024-11-13 00:45 2024-11-08 CASH PATHWARD FINANCIAL, INC. Sigrist Greg Officer SELL $80.60 2,250 $181,350 9,644
2024-11-12 22:28 2024-11-11 FFBC FIRST FINANCIAL BANCORP /OH/ Dennen Richard S Officer SELL $29.76 5,000 $148,789 75,652
2024-11-12 23:25 2024-11-12 WSBC WESBANCO INC Clossin Todd Director OPT+S $36.08 5,000 $180,407 143,547
2024-11-13 04:37 2024-11-08 NBHC National Bank Holdings Corp Kramer Valerie D. Officer OPT+S $49.82 2,172 $108,214 9,755
2024-11-13 01:07 2024-11-07 COF CAPITAL ONE FINANCIAL CORP Alexander Robert M. Officer SELL $187.12 16,594 $3,105,099 57,140
2024-11-13 00:14 2024-11-11 CHCO CITY HOLDING CO DERITO JOHN A Officer SELL $135.26 1,369 $185,168 30,000
2024-11-12 23:30 2024-11-08 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $203.80 1,242 $253,120 542,281
2024-11-13 02:19 2024-11-08 NIC NICOLET BANKSHARES INC Hutjens Brad Vincent Officer OPT+S $111.87 13,500 $1,510,206 26,674
2024-11-12 23:42 2024-11-08 NIC NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director OPT+S $110.00 9,986 $1,098,460 33,315
2024-11-13 00:45 2024-11-11 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Ellingsen Eric Officer OPT+S $60.84 1,238 $75,316 35,878
2024-11-13 00:45 2024-11-08 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Smith Jennifer Anne Officer OPT+S $58.06 3,605 $209,298 24,714
2024-11-13 00:03 2024-11-07 CHCO CITY HOLDING CO Rowe Sharon H Director SELL $128.65 470 $60,464 11,045
2024-11-12 15:51 2024-11-07 UMBF UMB FINANCIAL CORP Newton Nikki Farentino Officer SELL $124.56 1,200 $149,472 8,224
2024-11-12 15:49 2024-11-07 UMBF UMB FINANCIAL CORP Terry Thomas S Officer SELL $124.20 3,959 $491,696 29,355
2024-11-09 00:51 2024-11-06 WSFS WSFS FINANCIAL CORP Hopkins Jamie Patrick Officer SELL $57.75 8,090 $467,198 10,143
2024-11-08 19:39 2024-11-06 BANF BANCFIRST CORP /OK/ Hannah Dennis Jay Officer SELL $126.58 10,543 $1,334,574 0
2024-11-09 00:05 2024-11-06 CASH PATHWARD FINANCIAL, INC. Warren Jennifer W. Officer SELL $79.15 1,556 $123,157 5,008
2024-11-08 18:52 2024-11-07 NBTB NBT BANCORP INC Wiles Amy Officer SELL $50.10 1,000 $50,100 27,909
2024-11-09 01:02 2024-11-08 FRME FIRST MERCHANTS CORP Fehring Patrick J. Director SELL $43.01 26,437 $1,137,055 91,262
2024-11-09 01:59 2024-11-06 KEY KEYCORP /NEW/ Mago Angela G Officer OPT+S $19.59 15,011 $294,065 234,582
2024-11-09 01:56 2024-11-06 KEY KEYCORP /NEW/ Paine Andrew J III Officer OPT+S $19.03 66,362 $1,262,869 214,068
2024-11-08 18:43 2024-11-08 WSBC WESBANCO INC Perkins Michael L Officer OPT+S $34.87 1,125 $39,229 46,817
2024-11-09 00:09 2024-11-06 STEL Stellar Bancorp, Inc. Wilson William E Jr Director SELL $30.71 440 $13,510 0
2024-11-09 00:11 2024-11-06 STEL Stellar Bancorp, Inc. Vitulli, III Ramon A. Officer SELL $30.01 9,000 $270,090 106,425
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.