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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
2025-02-03 21:02 2025-01-31 CFR CULLEN/FROST BANKERS, INC. Bracher Paul Officer OPT+S $139.45 11,500 $1,603,675 102,946
2025-02-03 20:34 2025-01-30 CHCO CITY HOLDING CO BUMGARNER DAVID L Officer SELL $120.00 556 $66,720 9,395
2025-02-03 23:28 2025-01-30 BOKF BOK FINANCIAL CORP BANGERT STEVEN Director SELL $111.83 3,000 $335,493 15,486
2025-02-04 00:26 2025-01-31 ATLO AMES NATIONAL CORP Cassabaum Michelle R Director BUY $18.14 70 $1,270 7,374
2025-02-04 00:57 2025-01-30 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B INGRAM DAVID B Director SELL $126.47 57,964 $7,330,609 80,991
2025-02-03 22:12 2025-02-03 FDBC FIDELITY D & D BANCORP INC CALI BRIAN J Director, Officer BUY $44.00 880 $38,720 403,439
2025-01-31 23:55 2024-07-22 WABC WESTAMERICA BANCORPORATION Baker Robert James Jr Officer SELL $52.48 953 $50,023 1,270
2025-01-31 23:18 2025-01-29 VLY VALLEY NATIONAL BANCORP CHILLURA JOSEPH Officer SELL $10.31 100,000 $1,030,500 445,249
2025-01-31 23:15 2025-01-31 NWBI Northwest Bancshares, Inc. Hunter Timothy M Director BUY $13.13 10,000 $131,300 171,474
2025-01-31 23:17 2025-01-31 ENBP ENB Financial Corp Klein Nicholas D Officer SELL $17.54 500 $8,772 6,651
2025-01-31 23:46 2025-01-31 BHRB Burke & Herbert Financial Services Corp. HINKLE GARY L Director BUY $64.48 1,000 $64,485 244,355
2025-02-01 03:30 2025-01-30 HOPE HOPE BANCORP INC Stenger Thomas Officer SELL $11.83 4,185 $49,509 19,267
2025-01-30 16:10 2025-01-29 BHRB Burke & Herbert Financial Services Corp. McLaughlin Shawn Patrick Director BUY $63.00 1,000 $63,000 62,000
2025-01-31 01:00 2025-01-28 SNV SYNOVUS FINANCIAL CORP Dierdorff Thomas T Officer BUY $55.03 1,680 $92,450 13,471
2025-01-31 01:00 2025-01-28 SNV SYNOVUS FINANCIAL CORP Dierdorff Thomas T Officer SELL $55.03 1,680 $92,450 11,791
2025-01-30 19:46 2025-01-28 NWBI Northwest Bancshares, Inc. Fannin Timothy B Director SELL $13.03 3,500 $45,588 23,264
2025-01-30 21:29 2025-01-29 NIC NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director SELL $110.05 150 $16,508 0
2025-01-30 02:24 2025-01-29 BANF BANCFIRST CORP /OK/ Drummond F Ford Director OPT+S $117.97 5,000 $589,872 0
2025-01-29 23:39 2025-01-27 NIC NICOLET BANKSHARES INC MERKATORIS SUSAN L Director SELL $111.27 1,000 $111,270 82,218
2025-01-30 01:00 2025-01-27 SMBK SMARTFINANCIAL INC. Jordan Rhett D. Officer SELL $35.76 350 $12,516 9,142
2025-01-28 21:28 2025-01-24 CBU COMMUNITY FINANCIAL SYSTEM, INC. LEVY JEFFREY M Officer SELL $65.98 1,136 $74,953 6,539
2025-01-28 00:29 2025-01-27 VLY VALLEY NATIONAL BANCORP SANDOR NITZAN Director BUY $10.24 110 $1,126 110
2025-01-28 00:12 2025-01-27 FULT FULTON FINANCIAL CORP Snyder Angela M Officer SELL $20.69 13,322 $275,635 63,682
2025-01-28 01:11 2025-01-27 N/A WILSON BANK HOLDING CO Jordan WIll Director BUY $75.10 1,331 $99,958 41,118
2025-01-28 00:28 2025-01-27 N/A WILSON BANK HOLDING CO BELL JACK W Director SELL $75.10 1,331 $99,958 175,153
2025-01-27 18:19 2025-01-24 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $196.17 1,242 $243,643 523,829
2025-01-24 00:48 2025-01-22 FHN FIRST HORIZON CORP JORDAN D BRYAN Director, Officer OPT+S $21.13 109,980 $2,323,646 1,861,381
2025-01-22 20:12 2025-01-17 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $198.00 1,242 $245,916 525,071
2025-01-17 02:00 2025-01-16 JPM JPMORGAN CHASE & CO Friedman Stacey Officer SELL $253.94 3,303 $838,778 47,620
2025-01-17 02:00 2025-01-16 JPM JPMORGAN CHASE & CO BACON ASHLEY Officer SELL $253.94 7,122 $1,808,591 219,388
2025-01-17 02:00 2025-01-16 JPM JPMORGAN CHASE & CO Lake Marianne Officer SELL $254.00 4,233 $1,075,203 118,507
2025-01-17 02:00 2025-01-16 JPM JPMORGAN CHASE & CO Petno Douglas B Officer SELL $253.96 3,491 $886,565 338,935
2025-01-17 02:00 2025-01-16 JPM JPMORGAN CHASE & CO Erdoes Mary E. Officer SELL $253.97 5,277 $1,340,216 599,631
2025-01-16 00:15 2023-09-13 BHRB Burke & Herbert Financial Services Corp. Riojas Jose David Director BUY $48.66 1,000 $48,660 12,600
2025-01-14 00:12 2025-01-10 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $192.88 1,242 $239,557 526,313
2025-01-10 20:12 2025-01-09 FDBC FIDELITY D & D BANCORP INC CALI BRIAN J Director, Officer BUY $54.25 225 $12,224 402,559
2025-01-06 23:32 2025-01-03 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $192.15 1,242 $238,650 527,555
2025-01-03 21:28 2025-01-02 AROW Arrow Financial Corporation O'Conor Raymond F Director SELL $28.85 2,000 $57,700 35,859
2024-12-31 00:24 2024-06-25 CMTV COMMUNITY BANCORP /VT Laforce David Director BUY $17.08 220 $3,758 8,502
2024-12-30 23:44 2024-12-27 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $193.62 1,242 $240,476 528,797
2024-12-26 23:46 2024-12-20 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $189.29 1,242 $235,098 530,039
2024-12-26 22:45 2024-12-23 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $19.74 200 $3,948 67,560
2024-12-23 21:40 2024-12-23 NEWT NewtekOne, Inc. Downs Peter Mathison Director, Officer BUY $12.93 750 $9,698 92,129
2024-12-23 19:09 2024-12-23 NEWT NewtekOne, Inc. Zink Gregory L Director BUY $12.75 500 $6,375 33,517
2024-12-23 18:27 2024-12-23 NEWT NewtekOne, Inc. Brunet Craig Jeffry Director BUY $12.83 500 $6,413 1,000
2024-12-23 18:03 2024-12-23 NEWT NewtekOne, Inc. SALUTE RICHARD J Director BUY $12.83 1,000 $12,825 34,117
2024-12-23 18:43 2024-12-23 NEWT NewtekOne, Inc. SLOANE BARRY Director, Officer BUY $12.95 3,000 $38,838 1,164,855
2024-12-19 22:38 2023-06-09 ONB OLD NATIONAL BANCORP /IN/ RUDNICK ELLEN A Director BUY $14.09 64 $902 62,698
2024-12-19 00:36 2024-12-17 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ MCLEAN SCOTT J Officer SELL $59.92 890 $53,329 73,396
2024-12-19 00:36 2024-12-17 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ STEPHENS STEVEN DAN Officer SELL $59.92 388 $23,249 45,136
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.