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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
2024-06-07 15:08 2024-06-06 BHRB Burke & Herbert Financial Services Corp. Riojas Jose David Director BUY $47.75 3 $143 14,603
2024-06-08 00:28 2024-06-05 SNVPRE SYNOVUS FINANCIAL CORP Samaha Eli 10% owner SELL $25.22 7,148 $180,251 1,466,148
2024-06-07 17:40 2024-06-07 NWBI Northwest Bancshares, Inc. Barnum Carey A. Officer SELL $10.85 199 $2,159 3,648
2024-06-07 18:39 2024-06-05 NIC NICOLET BANKSHARES INC MERKATORIS SUSAN L Director SELL $79.02 3,000 $237,074 89,224
2024-06-06 18:26 2024-06-04 NKSH NATIONAL BANKSHARES INC Dooley John Elliott Director BUY $29.43 470 $13,833 13,272
2024-06-07 00:36 2024-06-06 UBFO UNITED SECURITY BANCSHARES GILL JAGROOP Director BUY $7.25 4,543 $32,937 1,071,412
2024-06-05 17:12 2024-06-04 BHRB Burke & Herbert Financial Services Corp. Barnwell Julian Forrest Jr. Director BUY $48.49 1,000 $48,488 90,221
2024-06-05 23:05 2024-06-04 WBS WEBSTER FINANCIAL CORP BLEY DANIEL Officer SELL $42.11 498 $20,971 25,992
2024-06-05 23:17 2024-06-05 NWBI Northwest Bancshares, Inc. Paup Mark A Director BUY $10.68 12,000 $128,166 49,979
2024-06-05 23:29 2024-06-05 UBFO UNITED SECURITY BANCSHARES GILL JAGROOP Director BUY $7.25 707 $5,126 1,066,869
2024-06-05 17:19 2024-06-04 SHBI SHORE BANCSHARES INC LAMON JOHN Director BUY $10.88 605 $6,581 61,675
2024-06-05 00:21 2024-05-31 SNVPRE SYNOVUS FINANCIAL CORP Samaha Eli 10% owner SELL $25.09 219,963 $5,518,630 1,473,296
2024-06-04 23:00 2024-06-03 TBBK Bancorp, Inc. Creuzot Cheryl Director SELL $32.64 766 $25,006 7,638
2024-06-05 00:51 2024-04-24 UBFO UNITED SECURITY BANCSHARES Tkacz Brian Director SELL $7.41 1,000 $7,407 8,244
2024-06-05 00:10 2024-06-04 UBFO UNITED SECURITY BANCSHARES GILL JAGROOP Director BUY $7.25 839 $6,083 1,066,162
2024-06-04 23:30 2024-06-04 SMBK SMARTFINANCIAL INC. Jordan Rhett D. Officer SELL $22.53 250 $5,633 11,178
2024-06-05 04:28 2024-06-03 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $81.39 2,000 $162,786 1,698,104
2024-06-05 04:25 2024-06-03 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $81.21 8,418 $683,655 1,700,104
2024-06-05 04:22 2024-06-03 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $80.87 5,782 $467,592 1,708,522
2024-06-04 03:09 2024-05-30 HBAN HUNTINGTON BANCSHARES INC /MD/ Houston Helga Officer OPT+S $13.64 7,278 $99,238 648,904
2024-06-03 22:31 2024-05-31 NWBI Northwest Bancshares, Inc. Cygnar Devin T Officer SELL $10.94 451 $4,932 11,372
2024-06-03 22:28 2024-05-31 NWBI Northwest Bancshares, Inc. Barnum Carey A. Officer SELL $10.94 157 $1,717 3,847
2024-06-04 00:57 2024-06-03 UBFO UNITED SECURITY BANCSHARES GILL JAGROOP Director BUY $7.25 252 $1,827 1,065,323
2024-06-03 22:11 2024-06-03 LCNB LCNB CORP Bedinghaus Robert A. Director BUY $13.85 1,000 $13,850 48,533
2024-05-31 21:53 2024-05-30 FRME FIRST MERCHANTS CORP Fehring Patrick J. Director OPT+S $32.51 23,936 $778,159 122,706
2024-05-31 17:49 2024-05-30 CHCO CITY HOLDING CO Parsons James M. Director BUY $102.11 400 $40,842 500
2024-05-31 19:33 2024-05-30 N/A WILSON BANK HOLDING CO Oakley Clark Officer SELL $72.25 24 $1,734 3,693
2024-05-31 23:50 2024-05-31 ATLO AMES NATIONAL CORP Cassabaum Michelle R Director BUY $20.65 297 $6,133 6,415
2024-05-31 18:08 2024-05-29 LCNB LCNB CORP Mulligan Lawrence P Jr. Officer BUY $13.83 1,000 $13,828 24,707
2024-05-30 23:15 2023-06-15 NIC NICOLET BANKSHARES INC DAVIS LYNN DALE Director BUY $75.50 28 $2,137 11,264
2024-05-31 04:20 2024-05-21 LARK LANDMARK BANCORP INC Hurt Angela S. Director BUY $19.25 4,232 $81,466 4,727
2024-05-31 01:00 2024-05-29 UBFO UNITED SECURITY BANCSHARES GILL JAGROOP Director BUY $7.25 3,659 $26,528 1,065,071
2024-05-30 15:40 2024-05-29 SMBK SMARTFINANCIAL INC. PRESLEY JOHN M Director SELL $22.65 7,500 $169,875 35,073
2024-05-29 22:29 2024-05-29 CBKM CONSUMERS BANCORP INC /OH/ WOOD RENEE Officer BUY $17.40 500 $8,700 22,248
2024-05-28 23:11 2024-05-23 VLY VALLEY NATIONAL BANCORP CHILLURA JOSEPH Officer SELL $7.43 25,000 $185,750 10,000
2024-05-24 15:13 2024-05-23 BHRB Burke & Herbert Financial Services Corp. Riojas Jose David Director BUY $48.00 600 $28,800 14,600
2024-05-24 19:28 2024-05-22 AMTB Amerant Bancorp Inc. Fleitas Armando Officer SELL $22.59 6,240 $140,936 5,594
2024-05-24 17:06 2024-05-22 NEWT NewtekOne, Inc. YOUNG NICOLAS Officer BUY $13.23 500 $6,615 30,691
2024-05-24 23:49 2024-05-24 STEL Stellar Bancorp, Inc. Long Justin M Officer SELL $22.88 5,000 $114,400 53,532
2024-05-23 23:15 2024-05-23 BHRB Burke & Herbert Financial Services Corp. Barnwell Julian Forrest Jr. Director BUY $48.00 3,000 $144,000 89,221
2024-05-23 19:28 2024-05-22 VLY VALLEY NATIONAL BANCORP ABRAMSON ANDREW B Director SELL $7.72 16,451 $127,002 224,679
2024-05-23 23:11 2024-05-22 CFBK CF BANKSHARES INC. Frauenberg James H II Director BUY $19.07 525 $10,013 111,220
2024-05-23 23:49 2024-05-23 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $17.65 200 $3,530 63,634
2024-05-22 23:05 2024-05-22 BHRB Burke & Herbert Financial Services Corp. Barnwell Julian Forrest Jr. Director BUY $49.20 2,000 $98,400 176,939
2024-05-22 22:20 2024-05-22 BHRB Burke & Herbert Financial Services Corp. McLaughlin Shawn Patrick Director BUY $49.30 650 $32,045 52,500
2024-05-22 22:54 2024-05-21 WAFD WAFD INC Cooper Cathy E Officer SELL $28.52 14,000 $399,273 88,691
2024-05-22 23:01 2024-05-22 BHRB Burke & Herbert Financial Services Corp. HINKLE GARY L Director BUY $49.47 3,482 $172,247 228,155
2024-05-22 14:47 2024-05-21 BHRB Burke & Herbert Financial Services Corp. HINKLE GARY L Director BUY $49.85 1,518 $75,668 224,673
2024-05-22 18:01 2024-05-21 SFST SOUTHERN FIRST BANCSHARES INC CUBBAGE LEIGHTON M Director SELL $29.11 812 $23,633 61,852
2024-05-21 23:29 2024-05-21 SNV SYNOVUS FINANCIAL CORP GREGORY ANDREW J. JR. Officer BUY $40.03 28,000 $1,120,700 49,256
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.