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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
2024-08-01 02:56 2024-07-29 NBHC National Bank Holdings Corp LANEY G. TIMOTHY Director, Officer OPT+S $42.64 49,800 $2,123,472 272,089
2024-07-31 22:19 2024-07-29 FDBC FIDELITY D & D BANCORP INC SANTANIELLO DANIEL J Director, Officer SELL $53.51 241 $12,896 56,141
2024-07-30 18:43 2024-07-26 PRK PARK NATIONAL CORP /OH/ RAMSER MARK R Director SELL $183.57 1,000 $183,566 379
2024-07-30 21:00 2024-07-26 CFR CULLEN/FROST BANKERS, INC. Wolfshohl Candace K Officer OPT+S $119.65 5,000 $598,250 18,753
2024-07-31 00:05 2024-07-26 NBHC National Bank Holdings Corp Sobers Patrick G. Director OPT+S $43.10 18,738 $807,666 20,788
2024-07-30 23:44 2024-07-26 NBHC National Bank Holdings Corp Clermont Ralph W Director SELL $43.17 10,000 $431,700 76,653
2024-07-30 23:58 2024-07-26 SFNC SIMMONS FIRST NATIONAL CORP FEHLMAN ROBERT A Officer OPT+S $21.93 8,680 $190,352 156,357
2024-07-31 00:02 2024-07-26 SFNC SIMMONS FIRST NATIONAL CORP MAKRIS GEORGE JR Director, Officer OPT+S $21.58 21,420 $462,244 608,347
2024-07-31 00:06 2024-07-29 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ALEXANDER BRUCE K Officer SELL $51.83 5,156 $267,257 17,857
2024-07-29 23:12 2024-07-25 ONB OLD NATIONAL BANCORP /IN/ Vanzo Kendra L Officer SELL $19.85 20,000 $397,000 117,676
2024-07-29 23:10 2024-07-25 ONB OLD NATIONAL BANCORP /IN/ Sandgren James A Officer SELL $19.94 25,000 $498,500 287,409
2024-07-29 23:09 2024-07-26 WBS WEBSTER FINANCIAL CORP WILKINS CHARLES L Officer SELL $49.07 5,000 $245,350 45,157
2024-07-29 23:08 2024-07-26 WBS WEBSTER FINANCIAL CORP BLEY DANIEL Officer SELL $48.99 3,000 $146,955 22,992
2024-07-29 20:20 2024-07-25 TFC TRUIST FINANCIAL CORP Powell Cynthia B Officer SELL $44.14 6,688 $295,208 0
2024-07-29 22:22 2024-07-26 NWBI Northwest Bancshares, Inc. HARVEY WILLIAM W Director, Officer OPT+S $14.18 13,614 $192,999 208,302
2024-07-29 21:17 2024-07-26 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $180.48 1,242 $224,156 560,911
2024-07-29 23:31 2024-07-26 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ SHIREY TERRY ALAN Officer SELL $51.78 1,917 $99,262 24,640
2024-07-29 23:31 2024-07-25 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ MCLEAN SCOTT J Officer SELL $51.84 120,000 $6,220,788 50,880
2024-07-30 04:01 2024-07-25 BAC BANK OF AMERICA CORP /DE/ BERKSHIRE HATHAWAY INC 10% owner SELL $41.65 18,414,846 $766,996,751 961,646,715
2024-07-27 00:30 2024-07-24 HBAN HUNTINGTON BANCSHARES INC /MD/ Kowalski Kendall A Officer OPT+S $14.98 5,747 $86,096 65,899
2024-07-26 23:11 2024-07-24 WBS WEBSTER FINANCIAL CORP SOTO JASON A. Officer SELL $46.32 1,650 $76,428 20,539
2024-07-26 23:16 2024-07-24 SNV SYNOVUS FINANCIAL CORP Dierdorff Thomas T Officer SELL $46.20 614 $28,367 14,833
2024-07-26 16:59 2024-07-25 NWBI Northwest Bancshares, Inc. Meegan John P Director OPT+S $14.16 7,200 $101,924 76,324
2024-07-26 15:51 2024-07-25 NWBI Northwest Bancshares, Inc. Schosser Douglas M Officer BUY $14.19 7,000 $99,338 46,347
2024-07-26 18:50 2024-07-25 CHCO CITY HOLDING CO HAGEBOECK CHARLES R Director, Officer SELL $123.62 7,244 $895,512 45,974
2024-07-26 22:39 2024-07-25 FUNC FIRST UNITED CORP/MD/ RUDY IRVIN ROBERT Director SELL $27.52 2,000 $55,038 37,000
2024-07-26 22:36 2024-07-26 FNLC First Bancorp, Inc /ME/ NORTON SUSAN A Officer SELL $29.03 500 $14,515 24,415
2024-07-26 00:04 2024-07-25 BANF BANCFIRST CORP /OK/ Hannah Dennis Jay Officer SELL $110.00 500 $55,000 714
2024-07-26 01:19 2024-07-23 HBAN HUNTINGTON BANCSHARES INC /MD/ Wasserman Zachary Jacob Officer SELL $15.13 33,000 $499,290 265,809
2024-07-25 18:29 2024-07-25 BANF BANCFIRST CORP /OK/ Martin William Scott Director SELL $107.50 15,000 $1,612,500 311,904
2024-07-26 01:19 2024-07-23 HBAN HUNTINGTON BANCSHARES INC /MD/ Maloney Nancy E Officer OPT+S $15.15 57,537 $871,686 69,595
2024-07-25 19:23 2024-07-25 CHCO CITY HOLDING CO Jones J. Thomas Director SELL $122.47 569 $69,685 4,411
2024-07-25 16:58 2024-07-23 TFC TRUIST FINANCIAL CORP ROGERS WILLIAM H JR Director, Officer BUY $43.96 57,300 $2,518,908 569,271
2024-07-25 17:52 2024-07-23 NIC NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director OPT+S $101.58 10,000 $1,015,755 37,515
2024-07-25 00:18 2024-07-24 BANF BANCFIRST CORP /OK/ Hannah Dennis Jay Officer SELL $107.50 1,000 $107,500 1,214
2024-07-25 00:23 2024-07-24 BANF BANCFIRST CORP /OK/ Martin William Scott Director SELL $107.50 5,000 $537,501 326,904
2024-07-24 23:22 2024-07-22 NIC NICOLET BANKSHARES INC MERKATORIS SUSAN L Director SELL $97.46 5,000 $487,275 83,218
2024-07-25 00:24 2024-07-24 UBFO UNITED SECURITY BANCSHARES GILL JAGROOP Director BUY $7.96 140,384 $1,117,457 1,220,051
2024-07-25 03:00 2024-07-22 BAC BANK OF AMERICA CORP /DE/ BERKSHIRE HATHAWAY INC 10% owner SELL $42.46 18,899,518 $802,486,764 980,061,561
2024-07-23 21:42 2024-07-23 BANF BANCFIRST CORP /OK/ Hannah Dennis Jay Officer SELL $105.33 2,500 $263,330 2,214
2024-07-23 19:45 2024-07-23 BANF BANCFIRST CORP /OK/ SCHMIDT DARRYL Director, Officer BUY $105.82 220 $23,281 5,143
2024-07-22 23:17 2024-07-22 BANF BANCFIRST CORP /OK/ Hannah Dennis Jay Officer SELL $105.16 2,000 $210,322 4,714
2024-07-22 23:00 2024-07-22 BANF BANCFIRST CORP /OK/ Hannah Dennis Jay Officer SELL $105.00 1,000 $105,000 6,714
2024-07-22 23:06 2024-07-22 NEWT NewtekOne, Inc. Mulia Salvatore Francis Director SELL $14.33 750 $10,748 46,241
2024-07-22 23:19 2024-07-19 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $176.67 1,242 $219,424 562,153
2024-07-22 22:43 2024-07-22 NIC NICOLET BANKSHARES INC Hutjens Brad Vincent Officer OPT+S $99.00 10,000 $990,019 26,642
2024-07-22 22:15 2024-07-19 NIC NICOLET BANKSHARES INC Witczak Eric James Officer SELL $97.18 15,000 $1,457,639 26,498
2024-07-22 21:11 2024-07-19 NIC NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director OPT+S $97.89 15,000 $1,468,370 38,515
2024-07-19 23:53 2024-07-19 BANF BANCFIRST CORP /OK/ Hannah Dennis Jay Officer SELL $106.50 3,000 $319,509 7,714
2024-07-19 23:23 2024-07-17 COF CAPITAL ONE FINANCIAL CORP Alexander Robert M. Officer OPT+S $150.00 30,742 $4,611,300 73,734
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.