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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
2024-02-29 20:07 2024-02-28 FRME FIRST MERCHANTS CORP FLUHLER STEPHAN Officer SELL $33.17 3,193 $105,912 24,070
2024-03-01 03:39 2024-02-16 FDBC FIDELITY D & D BANCORP INC Pacyna Michael J Jr Officer SELL $49.47 370 $18,304 8,561
2024-03-01 03:35 2024-02-16 FDBC FIDELITY D & D BANCORP INC WALSH EUGENE J Officer SELL $49.47 545 $26,961 13,735
2024-03-01 03:31 2024-02-16 FDBC FIDELITY D & D BANCORP INC DEFRANCESCO SALVATORE R JR Officer SELL $49.47 417 $20,629 29,559
2024-03-01 02:18 2024-02-20 FDBC FIDELITY D & D BANCORP INC CALI BRIAN J Director, Officer BUY $46.96 1,250 $58,700 390,709
2024-02-29 18:53 2024-02-27 CHCO CITY HOLDING CO FILE W H III Director BUY $101.03 126 $12,730 25,684
2024-02-28 19:54 2023-05-12 FRME FIRST MERCHANTS CORP KELLOGG CLARK C Director BUY $24.72 1,000 $24,720 1,000
2024-02-28 20:12 2024-02-26 MRBK Meridian Corp Lindsay Denise Director, Officer BUY $9.66 2,000 $19,320 80,000
2024-02-29 00:39 2024-02-27 CHCO CITY HOLDING CO FISHER ROBERT D Director BUY $101.03 131 $13,235 42,957
2024-02-29 00:28 2024-02-28 FNB FNB CORP/PA/ CAMPBELL WILLIAM B Director BUY $13.52 1,500 $20,274 146,888
2024-02-28 23:01 2024-02-27 WSBC WESBANCO INC STEMLER KERRY M Director BUY $28.66 1,396 $40,004 16,381
2024-02-28 18:34 2024-02-27 ASRV AMERISERV FINANCIAL INC /PA/ STOPKO JEFFREY A Officer BUY $2.74 2,000 $5,480 134,189
2024-02-29 01:18 2024-02-27 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ SIMMONS HARRIS H Director, Officer BUY $38.54 4,000 $154,160 1,312,987
2024-02-28 19:48 2024-02-27 LCNB LCNB CORP KAUFMAN WILLIAM H Director BUY $14.28 1,000 $14,280 36,078
2024-02-29 00:39 2024-02-27 CHCO CITY HOLDING CO HYLTON TRACY W II Director BUY $101.03 121 $12,225 59,324
2024-02-28 00:10 2024-02-26 FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/ KARRIP BRIAN G Officer OPT+S $13.09 8,926 $116,841 52,036
2024-02-28 00:55 2024-02-27 BANF BANCFIRST CORP /OK/ Lawrence Kevin Officer OPT+S $88.00 1,529 $134,552 10,000
2024-02-26 23:13 2024-02-23 ASRV AMERISERV FINANCIAL INC /PA/ Bloomingdale Richard W. Director BUY $2.85 1,725 $4,916 9,919
2024-02-26 15:47 2024-02-23 CMTV COMMUNITY BANCORP /VT Marvin Emma Director BUY $16.70 100 $1,670 4,100
2024-02-26 21:04 2024-02-23 CHCO CITY HOLDING CO DERITO JOHN A Officer OPT+S $101.25 1,309 $132,539 28,620
2024-02-26 22:05 2024-02-26 FNB FNB CORP/PA/ CAMPBELL WILLIAM B Director BUY $13.41 2,500 $33,523 145,388
2024-02-27 00:49 2024-02-22 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Young Mark Richard Officer SELL $40.21 5,597 $225,055 12,133
2024-02-23 18:00 2024-02-21 CMTV COMMUNITY BANCORP /VT Marvin Emma Director BUY $17.35 720 $12,492 4,000
2024-02-23 23:24 2024-02-22 MRBK Meridian Corp Annas Christopher J. Director, Officer BUY $9.93 2,000 $19,860 354,378
2024-02-23 23:23 2024-02-21 MRBK Meridian Corp Holland Robert T. Director BUY $9.87 2,000 $19,730 73,953
2024-02-24 00:32 2024-02-23 BANF BANCFIRST CORP /OK/ Lawrence Kevin Officer OPT+S $88.00 7,312 $643,461 10,000
2024-02-23 22:02 2024-02-23 CMTV COMMUNITY BANCORP /VT Caldwell Christopher L. Director, Officer BUY $17.24 1,175 $20,252 4,575
2024-02-23 22:43 2024-02-21 CBU COMMUNITY FINANCIAL SYSTEM, INC. Bolus Mark J. Director OPT+S $45.00 3,631 $163,395 96,364
2024-02-23 02:51 2024-02-22 JPM JPMORGAN CHASE & CO Rohrbaugh Troy L Officer SELL $182.74 75,000 $13,705,155 166,289
2024-02-22 22:36 2024-02-21 HWBK HAWTHORN BANCSHARES, INC. Hettinger Shawna M. Director BUY $23.16 700 $16,212 2,603
2024-02-22 18:05 2024-02-21 CMTV COMMUNITY BANCORP /VT Marvin Emma Director BUY $17.35 280 $4,858 3,280
2024-02-23 02:51 2024-02-22 JPM JPMORGAN CHASE & CO Friedman Stacey Officer SELL $182.73 6,030 $1,101,878 59,456
2024-02-23 01:13 2024-02-20 HBAN HUNTINGTON BANCSHARES INC /MD/ Tutkovics Julie C Officer SELL $12.68 15,541 $197,060 303,455
2024-02-23 02:51 2024-02-22 JPM JPMORGAN CHASE & CO Beer Lori A Officer SELL $182.74 3,920 $716,356 44,996
2024-02-23 01:51 2024-02-22 JPM JPMORGAN CHASE & CO DIMON JAMES Director, Officer SELL $182.73 821,778 $150,167,192 595,316
2024-02-22 21:33 2024-02-20 UBFO UNITED SECURITY BANCSHARES ELLITHORPE G THOMPSON Director BUY $7.59 1,449 $10,998 84,753
2024-02-22 21:40 2024-02-20 SHBI SHORE BANCSHARES INC Adams Michael Brian Director BUY $11.60 500 $5,800 7,874
2024-02-22 21:39 2024-02-13 SHBI SHORE BANCSHARES INC Willey Dawn M. Director BUY $11.02 10,000 $110,200 17,500
2024-02-21 19:28 2024-02-21 BHRB Burke & Herbert Financial Services Corp. Anderson Mark Guthrie Director BUY $55.35 2,400 $132,840 11,200
2024-02-22 02:47 2024-02-16 KEY KEYCORP /NEW/ Gavrity Kenneth C Officer OPT+S $14.03 2,376 $33,335 98,120
2024-02-21 22:31 2024-02-20 N/A WILSON BANK HOLDING CO Foster` John Officer BUY $71.50 4 $286 9,889
2024-02-22 01:12 2024-02-21 NEWT NewtekOne, Inc. Mulia Salvatore Francis Director SELL $11.48 750 $8,610 47,962
2024-02-21 23:03 2024-02-20 N/A WILSON BANK HOLDING CO POMINSKI LISA Officer BUY $71.50 14 $1,001 15,941
2024-02-21 22:45 2024-02-20 N/A WILSON BANK HOLDING CO MCDEARMAN JOHN Director, Officer BUY $71.50 17 $1,216 18,218
2024-02-21 23:04 2024-02-21 ASRV AMERISERV FINANCIAL INC /PA/ STOPKO JEFFREY A Officer BUY $2.94 2,000 $5,880 132,189
2024-02-20 14:00 2024-02-09 BANF BANCFIRST CORP /OK/ Hannah Dennis Jay Officer SELL $89.12 13,000 $1,158,517 19,714
2024-02-20 17:44 2024-02-20 N/A WILSON BANK HOLDING CO Jordan WIll Director BUY $71.50 1,049 $75,004 38,003
2024-02-21 02:35 2024-02-15 KEY KEYCORP /NEW/ Schosser Douglas M Officer OPT+S $14.00 3,326 $46,564 19,795
2024-02-20 22:41 2024-02-16 CFR CULLEN/FROST BANKERS, INC. Bracher Paul Officer OPT+S $109.40 9,820 $1,074,308 96,380
2024-02-21 00:58 2024-02-16 USB US BANCORP DE CHOSY JAMES L Officer OPT+S $41.47 21,582 $895,070 164,880
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.