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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
2024-05-03 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
2024-05-01 21:33 2024-05-01 BHRB Burke & Herbert Financial Services Corp. McLaughlin Shawn Patrick Director BUY $52.51 850 $44,634 51,850
2024-05-01 18:42 2024-05-01 CMTV COMMUNITY BANCORP /VT Martin Carol Director BUY $15.95 230 $3,669 9,130
2024-05-01 19:45 2024-04-30 SFNC SIMMONS FIRST NATIONAL CORP MAKRIS GEORGE A III Officer SELL $17.23 15,625 $269,219 39,707
2024-05-01 18:26 2024-04-29 HWBK HAWTHORN BANCSHARES, INC. Holtaway Jonathan Director BUY $18.98 11,000 $208,725 26,500
2024-05-01 21:01 2024-04-29 WABC WESTAMERICA BANCORPORATION Ensinger George S Officer SELL $47.61 635 $30,235 4,073
2024-05-02 00:06 2024-04-29 HBAN HUNTINGTON BANCSHARES INC /MD/ Syal Rajeev Officer OPT+S $13.51 27,265 $368,350 397,173
2024-05-01 21:54 2024-05-01 BANF BANCFIRST CORP /OK/ Lawrence Kevin Officer OPT+S $90.00 10,000 $900,000 10,000
2024-05-01 21:36 2024-04-29 HWBK HAWTHORN BANCSHARES, INC. Burkhead Frank E. Director BUY $19.10 500 $9,548 14,134
2024-05-01 22:28 2024-04-29 HWBK HAWTHORN BANCSHARES, INC. GILES BRENT M Director, Officer BUY $18.66 2,400 $44,774 7,968
2024-05-01 17:49 2024-04-30 ASRV AMERISERV FINANCIAL INC /PA/ STOPKO JEFFREY A Officer BUY $2.40 3,000 $7,200 139,189
2024-05-02 00:29 2024-04-30 UBFO UNITED SECURITY BANCSHARES WOODS DENNIS R Director, Officer BUY $7.05 2,000 $14,100 880,876
2024-05-01 16:32 2024-04-30 ATLO AMES NATIONAL CORP Cassabaum Michelle R Director BUY $19.50 67 $1,307 6,118
2024-04-30 22:13 2024-04-30 BHRB Burke & Herbert Financial Services Corp. Riojas Jose David Director BUY $52.50 400 $21,000 14,000
2024-04-29 23:23 2024-04-25 ONB OLD NATIONAL BANCORP /IN/ FALCONER BRENDON B Officer SELL $16.28 49,375 $803,825 88,712
2024-04-29 20:09 2024-04-25 VABK Virginia National Bankshares Corp CARTER KEVIN T Director BUY $24.75 400 $9,900 11,761
2024-04-29 19:02 2024-04-25 VABK Virginia National Bankshares Corp HOUSTON LINDA M Director BUY $24.99 1,000 $24,987 11,779
2024-04-29 18:48 2024-04-26 CHCO CITY HOLDING CO Quinlan Michael T Jr Officer SELL $104.74 1,773 $185,699 3,400
2024-04-29 13:32 2024-04-26 ENBP ENB Financial Corp Neiss Chad E Officer BUY $14.98 1,900 $28,470 21,273
2024-04-30 00:24 2024-04-25 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B TURNER M TERRY Director, Officer SELL $80.97 72,000 $5,830,150 222,790
2024-04-30 00:22 2024-04-26 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B CALLICUTT RICHARD D II Director, Officer SELL $81.50 13,923 $1,134,751 83,303
2024-04-30 00:26 2024-04-25 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B MCCABE ROBERT A JR Director, Officer SELL $81.04 115,249 $9,340,033 153,062
2024-04-29 22:56 2024-04-29 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $16.20 300 $4,860 63,434
2024-04-26 23:20 2024-04-24 CMA COMERICA INC McKinney Cassandra M. Officer SELL $52.59 7,271 $382,382 7,236
2024-04-26 17:55 2024-04-25 NWBI Northwest Bancshares, Inc. Barnum Carey A. Officer SELL $10.85 519 $5,629 4,004
2024-04-26 15:29 2024-04-25 BANC BANC OF CALIFORNIA, INC. WOLFF JARED M Director, Officer BUY $13.98 7,130 $99,677 268,695
2024-04-26 00:08 2024-04-24 HBAN HUNTINGTON BANCSHARES INC /MD/ Kowalski Kendall A Officer SELL $13.47 15,948 $214,822 21,102
2024-04-26 00:18 2024-04-23 HBAN HUNTINGTON BANCSHARES INC /MD/ Wasserman Zachary Jacob Officer SELL $13.66 30,000 $409,800 305,884
2024-04-26 00:18 2024-04-23 HBAN HUNTINGTON BANCSHARES INC /MD/ Standridge Brantley J Officer SELL $13.60 50,000 $679,860 385,409
2024-04-25 19:15 2024-04-25 BANF BANCFIRST CORP /OK/ Lawrence Kevin Officer OPT+S $90.00 10,000 $900,028 10,000
2024-04-25 17:40 2024-04-24 BANF BANCFIRST CORP /OK/ COPELAND SCOTT Officer SELL $92.21 2,534 $233,665 13,290
2024-04-25 22:14 2024-04-24 SFST SOUTHERN FIRST BANCSHARES INC ELLEFSON ANNE S Director SELL $28.00 600 $16,800 6,712
2024-04-25 22:25 2024-04-25 CBKM CONSUMERS BANCORP INC /OH/ Mikes Suzanne N Officer BUY $16.48 200 $3,296 7,437
2024-04-25 22:10 2024-04-25 CBKM CONSUMERS BANCORP INC /OH/ Parkinson John W Director BUY $16.40 300 $4,920 16,258
2024-04-24 22:04 2024-04-23 WABC WESTAMERICA BANCORPORATION Belew Alisa Jane Director BUY $47.81 208 $9,943 208
2024-04-25 01:02 2024-04-24 BANF BANCFIRST CORP /OK/ Hannah Dennis Jay Officer SELL $92.06 300 $27,617 18,414
2024-04-24 22:24 2024-04-22 WABC WESTAMERICA BANCORPORATION THORSON JOHN A Officer SELL $47.24 1,100 $51,964 0
2024-04-25 02:48 2024-04-23 RF REGIONS FINANCIAL CORP RHODES WILLIAM C III Director BUY $19.37 50,000 $968,500 50,000
2024-04-23 21:26 2024-04-23 CMTV COMMUNITY BANCORP /VT Laforce David Director BUY $16.52 700 $11,564 8,170
2024-04-23 23:14 2024-04-22 NEWT NewtekOne, Inc. Mulia Salvatore Francis Director SELL $10.87 750 $8,153 46,462
2024-04-23 20:24 2024-04-23 FNB FNB CORP/PA/ CAMPBELL WILLIAM B Director BUY $13.49 2,500 $33,713 149,458
2024-04-22 20:11 2024-04-22 BANF BANCFIRST CORP /OK/ Lawrence Kevin Officer OPT+S $90.07 10,000 $900,723 10,000
2024-04-22 23:18 2024-04-22 ENBP ENB Financial Corp Zimmerman Roger L Director BUY $14.84 1,554 $23,058 4,164
2024-04-22 18:11 2024-04-22 BANF BANCFIRST CORP /OK/ SCHMIDT DARRYL Director, Officer BUY $89.71 256 $22,965 5,122
2024-04-19 15:05 2024-04-18 FNLC First Bancorp, Inc /ME/ Swan Kimberly Director BUY $22.31 1,275 $28,445 9,837
2024-04-18 18:41 2024-04-16 CHCO CITY HOLDING CO Burton Gregory A Director BUY $97.73 146 $14,269 1,736
2024-04-18 18:42 2024-04-16 CHCO CITY HOLDING CO STRONG-TREISTER DIANE W Director BUY $97.73 136 $13,291 2,499
2024-04-18 18:42 2024-04-16 CHCO CITY HOLDING CO FISHER ROBERT D Director BUY $97.73 219 $21,403 43,497
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.