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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
2024-08-26 23:07 2024-08-23 UMBF UMB FINANCIAL CORP Mason Phillip James Officer SELL $103.11 574 $59,186 3,362
2024-08-26 23:06 2024-08-22 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $97.85 1,000 $97,850 21,460
2024-08-23 23:06 2024-08-22 NBHC National Bank Holdings Corp Dean Robert E Director SELL $42.00 4,057 $170,394 30,757
2024-08-23 20:44 2024-08-22 ATLO AMES NATIONAL CORP Wilson Michael A Officer BUY $17.71 200 $3,542 700
2024-08-23 01:34 2024-08-20 NBHC National Bank Holdings Corp ZEILE ART Director SELL $41.27 3,875 $159,921 16,202
2024-08-21 23:02 2024-08-20 C CITIGROUP INC LUCHETTI GONZALO Officer SELL $61.59 13,254 $816,314 88,966
2024-08-22 04:59 2024-08-20 BCAL California BanCorp \ CA Machado Lester Director SELL $14.37 10,000 $143,721 0
2024-08-21 23:13 2024-08-21 NEWT NewtekOne, Inc. Mulia Salvatore Francis Director SELL $12.51 750 $9,384 45,291
2024-08-20 16:49 2024-08-19 MRBK Meridian Corp Annas Christopher J. Director, Officer BUY $10.70 2,000 $21,400 362,378
2024-08-20 15:59 2024-08-19 MRBK Meridian Corp Imbesi Anthony Mark Director BUY $10.74 1,000 $10,740 384,634
2024-08-20 18:57 2024-08-19 CHCO CITY HOLDING CO Quinlan Michael T Jr Officer SELL $115.62 600 $69,372 2,000
2024-08-21 00:10 2024-08-16 KEY KEYCORP /NEW/ Highsmith Carlton L Director SELL $16.21 10,000 $162,100 46,864
2024-08-20 17:24 2024-08-16 CHCO CITY HOLDING CO ROSSI JAMES L Director SELL $115.00 1,000 $115,000 18,233
2024-08-20 19:15 2024-08-16 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $171.80 1,242 $213,376 557,185
2024-08-21 03:00 2024-08-19 HOPE HOPE BANCORP INC Doo Jinho Director SELL $12.35 15,000 $185,189 17,241
2024-08-20 23:01 2024-08-19 UMBF UMB FINANCIAL CORP Newton Nikki Farentino Officer SELL $98.27 1,200 $117,924 9,424
2024-08-19 16:53 2024-08-16 BANF BANCFIRST CORP /OK/ Lopez Dave R Director OPT+S $102.13 1,000 $102,129 0
2024-08-20 02:30 2024-08-16 HOPE HOPE BANCORP INC Stenger Thomas Officer SELL $12.40 3,200 $39,680 25,952
2024-08-20 02:45 2024-08-15 BAC BANK OF AMERICA CORP /DE/ BERKSHIRE HATHAWAY INC 10% owner SELL $39.42 13,968,943 $550,658,527 928,460,939
2024-08-19 23:04 2024-08-15 UMBF UMB FINANCIAL CORP Johnson Shannon Andresen Officer SELL $97.17 521 $50,627 20,464
2024-08-19 23:03 2024-08-15 UMBF UMB FINANCIAL CORP Johnson Shannon Andresen Officer OPT+S $96.95 5,155 $499,770 20,985
2024-08-16 23:01 2024-08-15 C CITIGROUP INC Okpara Johnbull Officer SELL $60.57 25,299 $1,532,262 91,539
2024-08-17 00:35 2024-08-16 N/A WILSON BANK HOLDING CO Swain Clinton M. Director BUY $73.10 506 $36,989 10,286
2024-08-16 18:03 2024-08-16 LCNB LCNB CORP Mulligan Lawrence P Jr. Officer BUY $14.41 270 $3,891 24,977
2024-08-16 01:40 2024-08-13 NBHC National Bank Holdings Corp Kramer Valerie D. Officer OPT+S $40.17 725 $29,123 10,398
2024-08-15 18:15 2024-08-15 AROW Arrow Financial Corporation O'Conor Raymond F Director SELL $28.13 2,000 $56,260 45,176
2024-08-15 23:03 2024-08-15 UMBF UMB FINANCIAL CORP King Stacy H Officer SELL $96.39 1,500 $144,588 5,267
2024-08-14 22:03 2024-08-13 N/A WILSON BANK HOLDING CO Foster` John Officer BUY $73.10 5 $366 10,435
2024-08-14 16:36 2024-08-13 ASRV AMERISERV FINANCIAL INC /PA/ STOPKO JEFFREY A Officer BUY $2.29 2,000 $4,580 144,236
2024-08-14 19:56 2024-08-14 NEWT NewtekOne, Inc. SLOANE BARRY Director, Officer BUY $12.13 6,649 $80,627 1,147,323
2024-08-14 15:30 2024-08-13 SMBK SMARTFINANCIAL INC. Jordan Rhett D. Officer SELL $26.90 200 $5,380 10,978
2024-08-13 17:32 2024-08-09 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $170.11 1,242 $211,277 558,427
2024-08-12 23:53 2024-08-12 CHCO CITY HOLDING CO Burton Gregory A Director BUY $110.83 98 $10,861 1,834
2024-08-12 19:24 2024-08-09 MRBK Meridian Corp Lindsay Denise Director, Officer BUY $10.68 1,500 $16,020 84,000
2024-08-12 23:53 2024-08-12 CHCO CITY HOLDING CO STRONG-TREISTER DIANE W Director BUY $110.83 114 $12,635 2,613
2024-08-12 23:54 2024-08-12 CHCO CITY HOLDING CO FISHER ROBERT D Director BUY $110.83 153 $16,957 44,060
2024-08-12 23:00 2024-08-09 FRME FIRST MERCHANTS CORP HARDWICK MARK K Director, Officer SELL $40.22 11,833 $475,922 17,749
2024-08-12 23:53 2024-08-12 CHCO CITY HOLDING CO FILE W H III Director BUY $110.83 116 $12,856 26,288
2024-08-12 23:54 2024-08-12 CHCO CITY HOLDING CO HYLTON TRACY W II Director BUY $110.83 120 $13,300 60,137
2024-08-09 21:23 2024-08-09 BHRB Burke & Herbert Financial Services Corp. McLaughlin Shawn Patrick Director BUY $59.00 500 $29,500 59,250
2024-08-09 19:10 2024-08-08 NKSH NATIONAL BANKSHARES INC BALL LAWRENCE J Director BUY $27.00 1,000 $27,000 20,688
2024-08-09 00:38 2024-08-06 COF CAPITAL ONE FINANCIAL CORP Borgmann Kevin S. Officer OPT+S $132.86 61,532 $8,175,295 40,934
2024-08-08 18:40 2024-08-07 ATLO AMES NATIONAL CORP BAUDLER HORRAS BETTY A Director BUY $17.90 50 $895 22,025
2024-08-09 03:52 2024-08-07 PFIS PEOPLES FINANCIAL SERVICES CORP. LOCHEN RICHARD S JR Director BUY $43.54 122 $5,312 15,677
2024-08-08 22:34 2024-08-08 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $17.10 300 $5,130 65,960
2024-08-08 00:05 2024-08-05 BAC BANK OF AMERICA CORP /DE/ Hans Lindsay D. Officer SELL $36.92 10,901 $402,410 10,907
2024-08-08 00:15 2024-08-02 ATLO AMES NATIONAL CORP Snodgrass Adam BUY $18.68 200 $3,736 847
2024-08-07 17:45 2024-08-02 ATLO AMES NATIONAL CORP Cassabaum Michelle R Director BUY $19.35 166 $3,212 6,581
2024-08-07 16:13 2024-08-06 ATLO AMES NATIONAL CORP BAUDLER HORRAS BETTY A Director BUY $18.40 50 $920 21,975
2024-08-07 21:24 2024-08-07 FDBC FIDELITY D & D BANCORP INC Vilcek HelenBeth Garofalo Director BUY $0.00 5,000 $0 158,482
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.