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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
2024-12-10 01:00 2024-12-06 SMBK SMARTFINANCIAL INC. PRESLEY JOHN M Director SELL $35.54 10,140 $360,376 6,916
2024-12-10 01:00 2024-12-05 SMBK SMARTFINANCIAL INC. PRESLEY JOHN M Director SELL $36.05 10,517 $379,138 17,056
2024-12-06 18:20 2024-12-05 BHRB Burke & Herbert Financial Services Corp. McLaughlin Shawn Patrick Director BUY $69.50 195 $13,553 60,445
2024-12-07 00:53 2024-12-04 HWBK HAWTHORN BANCSHARES, INC. Holtaway Jonathan Director SELL $32.05 6,824 $218,700 391,019
2024-12-07 01:14 2024-12-04 HWBK HAWTHORN BANCSHARES, INC. Burkhead Frank E. Director SELL $31.87 3,000 $95,595 11,477
2024-12-06 17:09 2024-12-04 TFC TRUIST FINANCIAL CORP Boyer K. David Jr. Director SELL $46.20 4,966 $229,444 11,246
2024-12-06 21:01 2024-12-05 NIC NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director OPT+S $113.00 8,945 $1,010,785 32,831
2024-12-06 23:29 2024-12-05 ATLO AMES NATIONAL CORP Trost Scot A. Director BUY $17.56 200 $3,512 800
2024-12-05 20:55 2024-12-04 ATLO AMES NATIONAL CORP Wilson Michael A Officer BUY $17.51 300 $5,253 1,500
2024-12-06 04:00 2024-12-05 HOPE HOPE BANCORP INC Stenger Thomas Officer SELL $13.58 1,250 $16,975 23,452
2024-12-05 00:54 2024-12-02 CMA COMERICA INC Bailey Corey R Officer OPT+S $71.36 1,857 $132,516 25,817
2024-12-04 20:39 2024-12-02 NIC NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director OPT+S $113.00 3,446 $389,398 32,831
2024-12-05 00:02 2024-12-04 ATLO AMES NATIONAL CORP Bauer Scott T BUY $17.15 200 $3,430 3,989
2024-12-05 01:00 2024-12-04 SMBK SMARTFINANCIAL INC. Jordan Rhett D. Officer SELL $35.61 200 $7,122 10,308
2024-12-04 15:36 2024-12-02 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $124.95 24,300 $3,036,385 1,552,304
2024-12-04 00:40 2024-12-03 BFC Bank First Corp Johnson Stephen E Director SELL $106.28 2,400 $255,072 26,763
2024-12-04 00:03 2024-11-29 WBS WEBSTER FINANCIAL CORP BLEY DANIEL Officer SELL $61.91 500 $30,953 17,279
2024-12-04 00:05 2024-12-02 AROW Arrow Financial Corporation O'Conor Raymond F Director SELL $32.69 2,000 $65,380 37,859
2024-12-03 19:45 2024-11-29 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $216.01 1,242 $268,284 533,765
2024-12-04 02:47 2024-12-03 UBFO UNITED SECURITY BANCSHARES OBERG ROBERT C JR Officer SELL $9.81 4,800 $47,072 18,228
2024-12-03 00:30 2024-11-27 SNV SYNOVUS FINANCIAL CORP Howard Kevin Joseph Officer BUY $58.00 7,500 $435,000 53,990
2024-12-03 00:30 2024-11-27 SNV SYNOVUS FINANCIAL CORP Howard Kevin Joseph Officer SELL $58.02 15,750 $913,815 46,490
2024-12-02 23:16 2024-11-29 ATLO AMES NATIONAL CORP Cassabaum Michelle R Director BUY $17.00 346 $5,882 7,304
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
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.