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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
2026-02-17 18:48 2026-02-12 DCOM Dime Community Bancshares, Inc. /NY/ Lubow Stuart H Officer SELL $35.09 25,026 $878,105 202,648
2026-02-17 17:28 2026-02-13 FFBC FIRST FINANCIAL BANCORP /OH/ Woods Karen B Officer SELL $30.28 10,000 $302,800 63,954
2026-02-14 00:01 2026-02-11 C CITIGROUP INC Garg Sunil Officer SELL $118.49 18,000 $2,132,870 129,895
2026-02-14 00:08 2026-02-13 C CITIGROUP INC Torres Cantu Ernesto Officer SELL $111.11 67,318 $7,479,676 45,835
2026-02-14 00:06 2026-02-12 PNFP Pinnacle Financial Partners, Inc. GREGORY ANDREW J. JR. Officer BUY $94.52 1,000 $94,520 49,485
2026-02-14 00:01 2026-02-11 C CITIGROUP INC Giles Nicole Officer SELL $119.04 16,792 $1,998,938 110,466
2026-02-14 00:02 2026-02-12 C CITIGROUP INC Habner Pamela Officer SELL $117.26 29,754 $3,488,945 63,557
2026-02-14 00:03 2026-02-12 C CITIGROUP INC LUCHETTI GONZALO Officer SELL $115.03 19,974 $2,297,523 82,588
2026-02-13 19:51 2026-02-13 CMTV COMMUNITY BANCORP /VT Marvin Emma Director BUY $32.50 3,100 $100,750 9,648
2026-02-13 01:33 2026-02-10 HBAN HUNTINGTON BANCSHARES INC /MD/ Lawlor Brendan A Officer OPT+S $18.93 17,455 $330,425 42,398
2026-02-13 01:09 2026-02-10 TBBK Bancorp, Inc. Cohn Matthew Director BUY $60.18 1,080 $65,000 2,675
2026-02-13 01:15 2026-02-11 NBHC National Bank Holdings Corp Steinmetz John Officer BUY $41.41 24,200 $1,002,122 536,504
2026-02-12 23:00 2026-02-11 FRME FIRST MERCHANTS CORP FLUHLER STEPHAN Officer SELL $41.96 4,161 $174,596 22,000
2026-02-12 20:40 2026-02-06 BFC Bank First Corp Eldred Steven M Director SELL $148.49 16,000 $2,375,760 125,680
2026-02-12 02:14 2026-02-09 WSFS WSFS FINANCIAL CORP BACCI ARTHUR J Officer OPT+S $70.51 2,005 $141,373 26,366
2026-02-11 18:30 2026-02-10 BANF BANCFIRST CORP /OK/ FORAKER RANDY Officer OPT+S $119.91 3,000 $359,735 0
2026-02-11 00:23 2026-02-09 CASH PATHWARD FINANCIAL, INC. Stork Kendall E Director SELL $94.15 3,000 $282,450 2,153
2026-02-11 01:01 2026-02-06 KEY KEYCORP /NEW/ Paine Andrew J III Officer SELL $23.23 65,961 $1,532,274 166,583
2026-02-11 00:17 2026-02-09 BANC BANC OF CALIFORNIA, INC. Hussain Hamid Officer BUY $21.12 14,000 $295,680 60,444
2026-02-11 01:00 2026-02-09 SMBK SMARTFINANCIAL INC. Welborn Wesley Miller Director, Officer BUY $43.13 835 $36,014 96,468
2026-02-11 02:34 2026-02-06 TBBK Bancorp, Inc. Canuso Dominic C Officer BUY $60.93 3,000 $182,777 16,169
2026-02-10 00:52 2026-02-05 WSFS WSFS FINANCIAL CORP Wechsler James J Officer SELL $69.90 450 $31,453 5,777
2026-02-10 00:51 2026-02-05 WSFS WSFS FINANCIAL CORP Kruzinski Shari Officer SELL $70.10 1,000 $70,100 14,740
2026-02-10 00:39 2026-02-06 USB US BANCORP DE Runkel Mark G. Officer OPT+S $60.65 32,195 $1,952,562 97,728
2026-02-10 00:41 2026-02-06 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ STEPHENS STEVEN DAN Officer OPT+S $65.90 15,476 $1,019,924 43,233
2026-02-10 00:41 2026-02-06 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Smith Jennifer Anne Officer SELL $64.80 6,558 $424,958 18,761
2026-02-09 22:53 2026-02-06 FRME FIRST MERCHANTS CORP Scurlock Eva D. Officer SELL $42.29 3,227 $136,470 20,063
2026-02-09 23:28 2026-02-05 FDBC FIDELITY D & D BANCORP INC MCDONALD MICHAEL J Director, Officer BUY $48.01 10,414 $500,000 181,228
2026-02-09 22:23 2026-02-06 FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/ Grebenc Jane Director, Officer SELL $18.85 18,598 $350,606 158,975
2026-02-09 20:37 2026-02-05 SHBI SHORE BANCSHARES INC Esham William E. III Director BUY $19.99 5,000 $99,950 5,510
2026-02-07 01:55 2026-02-06 WAFD WAFD INC Cooper Cathy E Officer SELL $33.77 5,300 $178,981 94,755
2026-02-07 00:21 2026-02-04 HBAN HUNTINGTON BANCSHARES INC /MD/ Standridge Brantley J Officer SELL $19.14 5,830 $111,557 327,676
2026-02-06 18:59 2026-02-04 CBU COMMUNITY FINANCIAL SYSTEM, INC. Whipple John F. Director OPT+S $65.17 4,246 $276,704 8,506
2026-02-06 23:55 2026-02-05 FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/ Grebenc Jane Director, Officer SELL $18.77 7,402 $138,905 177,573
2026-02-06 23:57 2026-02-05 FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/ Reske James R Officer SELL $18.92 2,072 $39,199 87,564
2026-02-07 04:00 2026-02-05 HOPE HOPE BANCORP INC HA DAISY Y Director SELL $12.52 56,553 $708,082 0
2026-02-06 01:06 2026-02-04 COF CAPITAL ONE FINANCIAL CORP Dean Lia Officer SELL $223.68 3,284 $734,565 70,162
2026-02-06 04:07 2026-02-03 BCAL California BanCorp \ CA Volk David J. Director BUY $18.64 27,000 $503,280 28,195
2026-02-06 04:07 2026-01-28 BCAL California BanCorp \ CA Volk David J. Director SELL $18.95 2,346,104 $44,458,671 3,729
2026-02-05 17:32 2026-02-03 FUNC FIRST UNITED CORP/MD/ Sturm Tonya K. Officer BUY $39.68 3 $112 10,827
2026-02-05 18:39 2026-02-04 CMTV COMMUNITY BANCORP /VT Bouffard David Mark Director BUY $31.45 500 $15,725 6,736
2026-02-05 17:28 2026-02-03 FUNC FIRST UNITED CORP/MD/ Boal Brian R. Director BUY $39.68 75 $2,971 20,839
2026-02-06 00:44 2026-02-03 ONB OLD NATIONAL BANCORP /IN/ Chulos Nicholas J Officer SELL $25.05 30,000 $751,497 20,438
2026-02-05 17:36 2026-02-03 FUNC FIRST UNITED CORP/MD/ Rush Jason Barry Officer BUY $39.68 73 $2,880 25,246
2026-02-05 17:13 2026-02-03 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director BUY $39.66 159 $6,311 47,297
2026-02-05 23:52 2026-02-03 CBU COMMUNITY FINANCIAL SYSTEM, INC. STEELE SALLY A Director OPT+S $64.12 4,000 $256,480 39,964
2026-02-06 00:53 2026-02-04 TBBK Bancorp, Inc. TRYNISKI MARK E Director BUY $60.23 5,000 $301,159 18,966
2026-02-05 22:45 2026-02-03 CBU COMMUNITY FINANCIAL SYSTEM, INC. STICKELS ERIC Director SELL $64.75 2,000 $129,492 33,342
2026-02-05 00:37 2026-02-03 USB US BANCORP DE Barcelos Elcio R.T. Officer SELL $58.43 17,204 $1,005,230 87,081
2026-02-05 03:00 2026-02-02 COF CAPITAL ONE FINANCIAL CORP Karam Celia Officer SELL $218.25 2,108 $460,071 59,269
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.