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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
2026-08-06 16:23 2026-08-05 FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/ Reske James R Officer SELL $21.85 2,072 $45,271 75,132
2026-08-06 15:49 2026-08-06 N/A WILSON BANK HOLDING CO CLEMONS JAMES RANDALL Director BUY $83.45 2,982 $248,848 116,090
2026-08-06 15:24 2026-08-05 BANF BANCFIRST CORP /OK/ RAINBOLT DAVID E Director, 10% owner SELL $115.03 2,000 $230,050 11,506
2026-08-06 13:16 2026-08-04 BOKF BOK FINANCIAL CORP Vincent Brad A Officer SELL $145.42 4,015 $583,861 6,031
2026-08-05 20:04 2026-08-04 COF CAPITAL ONE FINANCIAL CORP Cooper Matthew W Officer SELL $219.33 3,500 $767,655 86,694
2026-08-05 21:16 2026-08-03 BHRB Burke & Herbert Financial Services Corp. Bonnafe Katherine Diane Director SELL $73.65 1,000 $73,655 8,200
2026-08-05 21:17 2026-08-03 BHRB Burke & Herbert Financial Services Corp. Geary James P II Director SELL $73.93 3,150 $232,880 9,457
2026-08-05 20:33 2026-08-04 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Law Scott A. Officer OPT+S $72.42 4,608 $333,727 32,890
2026-08-05 20:33 2026-08-03 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ MCLEAN SCOTT J Officer OPT+S $70.69 83,285 $5,887,808 74,934
2026-08-05 20:41 2026-08-03 SHBI SHORE BANCSHARES INC LAMON JOHN Director BUY $24.57 300 $7,371 65,122
2026-08-05 20:06 2026-08-04 COF CAPITAL ONE FINANCIAL CORP Mouadeb Mark Daniel Officer SELL $220.00 1,183 $260,260 50,331
2026-08-05 19:34 2026-08-05 N/A WILSON BANK HOLDING CO RICHERSON HERBERT ELMER Director BUY $83.45 30 $2,504 83,554
2026-08-05 12:32 2026-08-03 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn BUY $45.70 140 $6,396 49,010
2026-08-05 12:17 2026-08-03 FUNC FIRST UNITED CORP/MD/ Boal Brian R. Director BUY $45.84 74 $3,373 22,386
2026-08-05 12:22 2026-08-03 FUNC FIRST UNITED CORP/MD/ Sturm Tonya K. Officer BUY $45.84 2 $113 11,835
2026-08-05 12:25 2026-08-03 FUNC FIRST UNITED CORP/MD/ Rush Jason Barry Director, Officer BUY $45.84 64 $2,919 27,311
2026-08-04 20:03 2026-08-04 FULT FULTON FINANCIAL CORP Sargent Angela M Officer SELL $24.84 12,562 $311,979 134,032
2026-08-04 21:00 2026-08-04 SMBK SMARTFINANCIAL INC. Jordan Rhett D. Officer SELL $52.75 430 $22,683 11,372
2026-08-05 00:05 2026-08-04 BANC BANC OF CALIFORNIA, INC. Lindsay Olivia I Officer SELL $19.51 6,000 $117,030 32,842
2026-08-04 23:30 2026-08-03 HOPE HOPE BANCORP INC HA DAISY Y Director SELL $14.25 26,995 $384,544 346,120
2026-08-04 23:13 2026-07-31 BCAL California BanCorp \ CA Machado Lester Director OPT+S $21.19 7,500 $158,948 22,391
2026-08-04 21:31 2026-08-04 UMBF UMB FINANCIAL CORP Newton Nikki Farentino Officer SELL $148.60 2,000 $297,200 11,981
2026-08-04 21:35 2026-08-04 UMBF UMB FINANCIAL CORP Wilson Uma Officer SELL $148.00 4,145 $613,460 20,270
2026-08-04 21:22 2026-08-03 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $147.27 4,200 $618,534 5,561
2026-08-04 21:25 2026-08-04 BANF BANCFIRST CORP /OK/ RAINBOLT DAVID E Director, 10% owner SELL $115.06 17,830 $2,051,493 13,506
2026-08-04 21:26 2026-08-04 UMBF UMB FINANCIAL CORP Mason Phillip James Officer SELL $147.00 800 $117,600 8,894
2026-08-04 20:17 2026-08-03 HBAN HUNTINGTON BANCSHARES INC /MD/ Kowalski Kendall A Officer SELL $17.20 27,971 $481,103 70,025
2026-08-04 20:24 2026-08-03 COF CAPITAL ONE FINANCIAL CORP Mouadeb Mark Daniel Officer SELL $215.00 690 $148,350 51,514
2026-08-04 18:50 2026-08-03 SFST SOUTHERN FIRST BANCSHARES INC Fairchild Julie Ann Officer OPT+S $63.00 1,500 $94,500 5,200
2026-08-04 17:30 2026-08-04 BHRB Burke & Herbert Financial Services Corp. WILSON DAVID Director BUY $73.69 34 $2,505 232
2026-08-04 17:34 2026-08-03 BHRB Burke & Herbert Financial Services Corp. George Georgette R. Director SELL $73.67 1,000 $73,668 38,321
2026-08-04 14:23 2026-08-03 BANF BANCFIRST CORP /OK/ RAINBOLT DAVID E Director, 10% owner SELL $115.09 11,497 $1,323,183 31,336
2026-08-04 13:40 2026-07-31 TFC TRUIST FINANCIAL CORP Wilson Donta L Officer SELL $51.85 13,280 $688,618 56,009
2026-08-04 12:39 2026-07-31 BHRB Burke & Herbert Financial Services Corp. WILSON DAVID Director BUY $73.68 100 $7,368 23,448
2026-08-03 22:54 2026-07-30 DCOM Dime Commercial Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director SELL $40.86 84,616 $3,457,757 32,285
2026-08-03 21:24 2026-08-03 FFBC FIRST FINANCIAL BANCORP /OH/ Crawley Scott T Officer SELL $34.16 2,700 $92,232 22,711
2026-08-03 20:10 2026-07-31 COF CAPITAL ONE FINANCIAL CORP Raghu Ravi Officer SELL $209.78 9,726 $2,040,360 26,328
2026-08-03 15:54 2026-07-31 ATLO AMES NATIONAL CORP Cassabaum Michelle R Director BUY $30.20 140 $4,228 10,128
2026-07-31 20:51 2026-07-30 ONB OLD NATIONAL BANCORP /IN/ ALAHMAR CHADY M. Officer SELL $26.41 11,771 $310,844 63,531
2026-07-31 20:54 2026-07-31 FFBC FIRST FINANCIAL BANCORP /OH/ ANDERSON JAMES M Officer SELL $33.73 4,000 $134,920 114,537
2026-07-31 20:02 2026-07-29 CBNA CHAIN BRIDGE BANCORP INC MARTINELLI MARK Director BUY $44.00 400 $17,600 3,000
2026-07-31 20:03 2026-07-31 UMBF UMB FINANCIAL CORP Gallagher Kevin Charles Director SELL $145.13 360 $52,247 11,863
2026-07-31 20:10 2026-07-31 UMBF UMB FINANCIAL CORP Beaird Robert Brian Officer SELL $144.40 1,600 $231,040 8,943
2026-07-31 19:09 2026-07-30 NWBI Northwest Bancshares, Inc. Colestro James M Officer OPT+S $15.77 13,274 $209,331 37,011
2026-07-31 14:30 2026-07-30 CHCO CITY HOLDING CO HAGEBOECK CHARLES R Director, Officer SELL $144.96 4,485 $650,129 43,998
2026-07-30 21:40 2026-07-29 WSBC WESBANCO INC Zatta Jayson M Officer SELL $41.80 12,500 $522,538 81,082
2026-07-30 20:51 2026-07-29 COF CAPITAL ONE FINANCIAL CORP Golden Timothy P Officer SELL $211.00 3,487 $735,757 7,429
2026-07-30 19:26 2025-12-05 FDBC FIDELITY D & D BANCORP INC DelVecchio Rocco Director BUY $0.00 26 $0 1,045
2026-07-30 17:46 2026-07-30 CARE Carter Bankshares, Inc. Bolton Robert M. Director SELL $34.60 1,500 $51,900 55,000
2026-07-30 18:26 2026-07-29 NBTB NBT BANCORP INC Halliday Sarah A Officer SELL $54.04 9,000 $486,401 22,054
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.