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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
2024-05-09 00:21 2024-05-08 JPM JPMORGAN CHASE & CO Piepszak Jennifer Officer SELL $193.66 8,831 $1,710,187 41,650
2024-05-09 00:05 2024-05-06 CASH PATHWARD FINANCIAL, INC. Stork Kendall E Director SELL $53.53 2,000 $107,060 11,213
2024-05-09 00:25 2024-05-08 JPM JPMORGAN CHASE & CO BACON ASHLEY Officer SELL $193.64 5,086 $984,876 217,351
2024-05-09 00:22 2024-05-08 JPM JPMORGAN CHASE & CO Erdoes Mary E. Officer SELL $193.66 15,895 $3,078,221 585,898
2024-05-08 21:59 2024-05-08 NWBI Northwest Bancshares, Inc. Cygnar Devin T Officer SELL $11.08 3,843 $42,580 11,823
2024-05-08 21:21 2024-05-06 CMTV COMMUNITY BANCORP /VT Conant Aminta K Director BUY $15.96 401 $6,400 5,218
2024-05-08 23:15 2024-05-07 TBBK Bancorp, Inc. Lamb William H Director BUY $32.45 1,000 $32,445 215,038
2024-05-08 15:05 2024-05-07 SMBK SMARTFINANCIAL INC. Jordan Rhett D. Officer SELL $22.25 350 $7,788 11,428
2024-05-08 17:56 2024-05-02 OCFC OCEANFIRST FINANCIAL CORP Schaeffer Brian SELL $15.49 3,500 $54,215 41,868
2024-05-08 02:03 2024-05-03 HBAN HUNTINGTON BANCSHARES INC /MD/ Kowalski Kendall A Officer SELL $13.84 15,711 $217,454 65,195
2024-05-07 17:00 2024-05-06 BANF BANCFIRST CORP /OK/ Hannah Dennis Jay Officer SELL $92.23 5,496 $506,902 10,714
2024-05-07 14:59 2024-05-01 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $22.88 53 $1,207 41,163
2024-05-07 15:05 2024-05-02 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $22.83 149 $3,408 41,312
2024-05-07 23:00 2024-05-06 TBBK Bancorp, Inc. Lamb William H Director BUY $32.03 3,051 $97,724 214,038
2024-05-08 01:11 2024-05-03 RF REGIONS FINANCIAL CORP Ritter William D. Officer SELL $19.95 23,000 $458,742 41,671
2024-05-07 23:00 2024-05-07 TBBK Bancorp, Inc. KOZLOV HERSH Director BUY $32.53 1,000 $32,530 111,264
2024-05-07 18:22 2024-05-03 BOKF BOK FINANCIAL CORP BANGERT STEVEN Director SELL $91.67 5,000 $458,347 19,236
2024-05-07 00:55 2024-05-06 JPM JPMORGAN CHASE & CO Korablina Elena A Officer SELL $190.91 21,829 $4,167,359 6,484
2024-05-06 18:59 2024-05-03 HWBK HAWTHORN BANCSHARES, INC. Eden Douglas Todd Director BUY $19.63 15,000 $294,390 76,826
2024-05-06 23:00 2024-05-02 FUNC FIRST UNITED CORP/MD/ Boal Brian R. Director BUY $22.83 68 $1,554 17,175
2024-05-06 23:03 2024-05-02 FUNC FIRST UNITED CORP/MD/ Rush Jason Barry Officer BUY $22.83 92 $2,106 21,133
2024-05-06 22:58 2024-05-02 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $22.83 149 $3,408 41,259
2024-05-06 23:02 2024-05-02 TBBK Bancorp, Inc. Cohn Matthew Director BUY $31.77 3,453 $109,696 53,307
2024-05-06 23:01 2024-05-03 TBBK Bancorp, Inc. Terry Jennifer F Officer SELL $32.18 11,256 $362,218 15,262
2024-05-06 23:01 2024-05-03 TBBK Bancorp, Inc. McEntee James J III Director BUY $32.61 2,000 $65,227 134,000
2024-05-06 23:35 2024-05-03 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Robinson Rebecca K Officer SELL $43.66 5,291 $231,005 22,238
2024-05-04 01:39 2024-05-03 BANF BANCFIRST CORP /OK/ Hannah Dennis Jay Officer SELL $92.38 204 $18,846 16,210
2024-05-03 23:21 2024-05-02 COF CAPITAL ONE FINANCIAL CORP West Kara Officer SELL $141.87 1,212 $171,946 13,590
2024-05-03 17:44 2024-05-01 MRBK Meridian Corp Lindsay Denise Director, Officer BUY $8.98 2,500 $22,445 82,500
2024-05-04 01:05 2024-05-02 MRBK Meridian Corp Annas Christopher J. Director, Officer BUY $9.15 3,000 $27,450 359,378
2024-05-03 23:31 2024-05-01 COF CAPITAL ONE FINANCIAL CORP Dean Lia Officer SELL $143.00 15,485 $2,214,355 53,810
2024-05-04 00:30 2024-05-02 AMTB Amerant Bancorp Inc. Iafigliola Carlos Officer SELL $22.62 10,579 $239,298 9,961
2024-05-04 00:10 2024-05-01 HBAN HUNTINGTON BANCSHARES INC /MD/ Syal Rajeev Officer OPT+S $13.71 22,782 $312,423 279,733
2024-05-03 17:35 2024-05-02 CHCO CITY HOLDING CO LEGGE JEFFREY DALE Officer SELL $105.02 2,500 $262,557 7,194
2024-05-03 17:32 2024-05-03 CMTV COMMUNITY BANCORP /VT Caldwell Christopher L. Director, Officer BUY $15.94 500 $7,970 5,075
2024-05-03 20:04 2024-05-02 NWBI Northwest Bancshares, Inc. Torchio Louis J Director, Officer BUY $10.87 2,295 $24,945 89,620
2024-05-03 23:47 2024-05-03 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Forney Alan M Officer SELL $43.68 1,500 $65,520 22,181
2024-05-03 00:10 2024-04-30 HBAN HUNTINGTON BANCSHARES INC /MD/ Kleinman Scott D Officer SELL $13.45 51,689 $695,217 427,910
2024-05-02 23:15 2024-04-30 COF CAPITAL ONE FINANCIAL CORP Golden Timothy P Officer SELL $144.04 8,656 $1,246,776 10,246
2024-05-03 00:10 2024-04-30 HBAN HUNTINGTON BANCSHARES INC /MD/ Syal Rajeev Officer SELL $13.45 20,244 $272,282 300,045
2024-05-02 19:37 2024-05-02 BANF BANCFIRST CORP /OK/ Lawrence Kevin Officer OPT+S $91.16 2,709 $246,966 10,000
2024-05-02 23:08 2024-05-01 WBS WEBSTER FINANCIAL CORP BLEY DANIEL Officer SELL $44.80 2,280 $102,144 28,693
2024-05-02 18:04 2024-05-01 CHCO CITY HOLDING CO BUMGARNER DAVID L Officer SELL $103.20 1,499 $154,694 9,951
2024-05-02 23:00 2024-05-01 TBBK Bancorp, Inc. Cohn Matthew Director BUY $30.25 1,230 $37,208 52,291
2024-05-03 01:55 2024-05-01 TBBK Bancorp, Inc. Connolly Mark Leo Officer BUY $31.07 20,000 $621,308 237,800
2024-05-03 04:36 2024-05-01 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $80.72 2,302 $185,820 1,722,404
2024-05-03 04:33 2024-05-01 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $80.56 3,790 $305,337 1,724,706
2024-05-03 03:42 2024-05-01 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $80.35 4,708 $378,282 1,728,496
2024-05-03 03:39 2024-05-01 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $79.66 5,400 $430,170 1,733,204
2024-05-01 23:39 2024-05-01 BANF BANCFIRST CORP /OK/ Hannah Dennis Jay Officer SELL $92.03 2,000 $184,057 16,414
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.