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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
2024-11-07 00:19 2024-11-06 FFBC FIRST FINANCIAL BANCORP /OH/ Berta Vince Director SELL $29.59 10,000 $295,900 25,945
2024-11-06 18:56 2024-11-01 CBNK Capital Bancorp Inc Poynot Steven M Officer BUY $25.36 2,000 $50,720 4,503
2024-11-07 00:00 2024-11-05 TBBK Bancorp, Inc. Pareigat Thomas G. Officer SELL $49.03 5,466 $267,982 73,114
2024-11-07 01:00 2024-11-05 SMBK SMARTFINANCIAL INC. Tucker Steven B. Director SELL $33.14 6,730 $223,032 0
2024-11-07 00:13 2024-11-06 UMBF UMB FINANCIAL CORP Odgers David Carl Officer SELL $122.90 100 $12,290 4,342
2024-11-07 00:10 2024-11-06 UMBF UMB FINANCIAL CORP Rine James D Officer SELL $122.30 6,255 $764,981 38,662
2024-11-06 00:47 2024-11-04 WAFD WAFD INC Mauer Ryan Officer SELL $33.33 12,132 $404,364 100,376
2024-11-05 22:26 2024-11-05 CMTV COMMUNITY BANCORP /VT Moore Jeffrey Lee Director BUY $16.32 1 $16 11,019
2024-11-05 20:26 2024-11-04 CMTV COMMUNITY BANCORP /VT Moore Jeffrey Lee Director BUY $16.55 500 $8,275 11,018
2024-11-06 00:46 2024-11-04 WAFD WAFD INC Cooper Cathy E Officer SELL $32.53 7,500 $243,938 74,250
2024-11-05 21:08 2024-11-04 FUNC FIRST UNITED CORP/MD/ Boal Brian R. Director BUY $31.74 66 $2,110 18,993
2024-11-05 21:12 2024-11-04 FUNC FIRST UNITED CORP/MD/ Rush Jason Barry Officer BUY $31.74 74 $2,353 22,737
2024-11-05 21:05 2024-11-01 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $31.80 162 $5,157 43,852
2024-11-06 00:01 2024-11-05 CHCO CITY HOLDING CO FAIRCHILDS CHARLES W Director SELL $117.40 500 $58,700 7,674
2024-11-05 23:36 2024-10-30 ATLO AMES NATIONAL CORP Wilson Michael A Officer BUY $16.70 500 $8,350 1,200
2024-11-05 18:32 2024-11-05 ATLO AMES NATIONAL CORP PUTZIER JEFFREY K BUY $16.72 200 $3,344 652
2024-11-06 01:00 2024-11-05 SMBK SMARTFINANCIAL INC. Jordan Rhett D. Officer SELL $32.52 300 $9,756 10,508
2024-11-06 01:22 2024-11-01 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $109.29 258 $28,155 36,244
2024-11-06 01:21 2024-11-01 UMBF UMB FINANCIAL CORP Peterman Tamara Director BUY $109.29 181 $19,733 7,616
2024-11-05 00:00 2024-10-31 BHRB Burke & Herbert Financial Services Corp. Burke James Mason Director SELL $64.22 2,000 $128,435 258,980
2024-11-05 00:06 2024-11-01 ALRS Alerus Financial Corporation Lorenson Katie A Director, Officer BUY $20.30 1,000 $20,300 44,507
2024-11-04 20:51 2024-11-04 AROW Arrow Financial Corporation O'Conor Raymond F Director SELL $28.50 2,000 $57,000 39,496
2024-11-04 22:32 2024-11-04 CBNK Capital Bancorp Inc Canuso Dominic C Officer BUY $25.52 1,000 $25,524 2,000
2024-11-05 01:00 2024-11-01 CFR CULLEN/FROST BANKERS, INC. Berman Bobby Officer SELL $126.31 3,506 $442,843 26,661
2024-11-04 20:37 2024-11-01 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Director, Officer SELL $189.50 1,242 $235,359 543,523
2024-11-05 00:58 2024-11-04 ATLO AMES NATIONAL CORP Hagan Patrick G Director BUY $16.69 100 $1,669 8,100
2024-11-05 00:20 2024-11-01 UMBF UMB FINANCIAL CORP Pauls John Officer SELL $110.42 849 $93,745 6,483
2024-11-05 00:19 2024-11-01 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $108.83 24,300 $2,644,523 1,576,604
2024-11-01 23:13 2024-11-01 CBNK Capital Bancorp Inc Canuso Dominic C Officer BUY $25.42 1,000 $25,418 1,000
2024-11-01 18:50 2024-10-31 ATLO AMES NATIONAL CORP Cassabaum Michelle R Director BUY $17.28 90 $1,555 6,958
2024-11-01 18:40 2024-10-30 ATLO AMES NATIONAL CORP Benson David W. Director BUY $17.20 1,600 $27,520 9,300
2024-11-01 18:24 2024-10-29 LCNB LCNB CORP Johnson Craig Millis Director BUY $15.41 1,000 $15,410 7,000
2024-10-31 19:21 2024-10-30 TRMK TRUSTMARK CORP Eduardo Marcelo L Director SELL $35.89 790 $28,353 7,334
2024-10-31 23:03 2024-10-29 STEL Stellar Bancorp, Inc. Egge Paul P Officer SELL $27.98 6,730 $188,277 60,155
2024-10-31 19:27 2024-10-30 NBTB NBT BANCORP INC WATT JOHN H JR Director SELL $45.45 20,000 $909,070 143,101
2024-10-31 22:20 2024-10-30 ATLO AMES NATIONAL CORP Swartz Kevin L Director BUY $17.00 400 $6,800 5,180
2024-11-01 00:00 2024-10-31 SMBK SMARTFINANCIAL INC. Jordan Rhett D. Officer SELL $33.16 100 $3,316 10,808
2024-10-30 15:47 2024-10-29 BHRB Burke & Herbert Financial Services Corp. Anderson Mark Guthrie Director BUY $64.20 1,200 $77,035 19,400
2024-10-30 21:56 2024-10-30 FFBC FIRST FINANCIAL BANCORP /OH/ Shank James R Officer SELL $26.34 3,700 $97,458 15,374
2024-10-30 17:47 2024-10-30 BANF BANCFIRST CORP /OK/ Martin William Scott Director SELL $113.50 5,000 $567,500 306,904
2024-10-30 23:02 2024-10-29 TBBK Bancorp, Inc. Brockman Todd J. Director BUY $49.94 4,517 $225,574 4,517
2024-10-30 23:01 2024-10-29 TBBK Bancorp, Inc. Wainwright Maria Officer SELL $50.08 11,357 $568,727 23,291
2024-10-30 23:00 2024-10-29 TBBK Bancorp, Inc. Wallace Matthew J Officer SELL $50.06 10,160 $508,653 74,798
2024-10-30 23:01 2024-10-29 TBBK Bancorp, Inc. TRYNISKI MARK E Director BUY $50.36 5,000 $251,803 10,105
2024-10-31 00:04 2024-10-28 NIC NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director OPT+S $103.00 17,092 $1,760,476 33,315
2024-10-30 23:22 2024-10-28 NIC NICOLET BANKSHARES INC Hutjens Brad Vincent Officer OPT+S $102.85 4,560 $468,996 26,674
2024-10-31 01:26 2024-10-30 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Smith Jennifer Anne Officer SELL $53.46 4,385 $234,427 24,714
2024-10-29 17:26 2024-10-28 BANF BANCFIRST CORP /OK/ Rainbolt Leslie Jeannine Director, 10% owner SELL $110.78 24,421 $2,705,444 4,910,000
2024-10-29 17:30 2024-10-28 BANF BANCFIRST CORP /OK/ Main Street Banking Partners LP 10% owner SELL $110.78 24,421 $2,705,444 4,910,000
2024-10-29 23:21 2024-10-29 FFBC FIRST FINANCIAL BANCORP /OH/ Booth Cynthia O Director SELL $26.04 7,700 $200,508 37,632
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.