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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
2024-02-06 03:46 2024-02-02 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $22.44 204 $4,574 41,767
2024-02-06 00:00 2024-02-01 TBBK Bancorp, Inc. Cohn Matthew Director BUY $42.58 9,880 $420,686 151,757
2024-02-06 01:19 2024-02-05 BOKF BOK FINANCIAL CORP BANGERT STEVEN Director SELL $81.51 4,250 $346,430 21,236
2024-02-05 18:27 2024-02-02 ATLO AMES NATIONAL CORP LARSON JAMES R II Director BUY $19.67 200 $3,935 11,500
2024-02-06 00:27 2024-02-02 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $83.10 3,500 $290,837 252,114
2024-02-06 00:05 2024-02-01 UMBF UMB FINANCIAL CORP Peterman Tamara Director BUY $81.73 216 $17,626 6,158
2024-02-06 00:03 2024-02-01 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $81.73 284 $23,251 34,177
2024-02-05 23:53 2024-02-05 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $17.40 200 $3,480 62,851
2024-02-02 01:24 2024-02-01 BHRB Burke & Herbert Financial Services Corp. Barnwell Julian Forrest Jr. Director BUY $57.82 5,663 $327,459 82,083
2024-02-01 21:27 2024-02-01 BHRB Burke & Herbert Financial Services Corp. McLaughlin Shawn Patrick Director BUY $57.57 500 $28,784 50,500
2024-02-02 01:23 2024-01-30 HBAN HUNTINGTON BANCSHARES INC /MD/ Houston Helga Officer SELL $13.17 28,700 $378,005 568,222
2024-02-02 00:00 2024-01-31 TBBK Bancorp, Inc. Cohn Matthew Director BUY $45.16 2,288 $103,318 149,106
2024-02-02 04:25 2024-01-31 WABC WESTAMERICA BANCORPORATION PAYNE DAVID L Director, Officer SELL $48.05 26,272 $1,262,414 242,417
2024-02-02 01:04 2024-01-30 USB US BANCORP DE DOLAN TERRANCE R Officer OPT+S $43.37 26,583 $1,153,011 144,236
2024-02-01 17:31 2024-01-31 ATLO AMES NATIONAL CORP Cassabaum Michelle R Director BUY $21.86 57 $1,246 5,751
2024-02-02 02:13 2024-02-02 HAFC HANMI FINANCIAL CORP SANTAROSA ROMOLO Officer BUY $16.50 1,000 $16,503 52,334
2024-02-02 02:39 2024-01-31 DCOM Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director, 10% owner BUY $23.00 27,068 $622,564 494,874
2024-02-02 02:39 2024-01-31 DCOM Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director, 10% owner SELL $22.98 27,068 $622,023 1,010,678
2024-01-31 20:16 2024-01-31 BHRB Burke & Herbert Financial Services Corp. Riojas Jose David Director BUY $60.00 874 $52,440 13,600
2024-01-31 18:44 2024-01-31 BHRB Burke & Herbert Financial Services Corp. McLaughlin Shawn Patrick Director BUY $60.25 1,000 $60,250 50,000
2024-01-31 20:26 2024-01-29 CMA COMERICA INC McKinney Cassandra M. Officer SELL $54.64 1,616 $88,293 8,314
2024-02-01 00:15 2024-01-30 WBS WEBSTER FINANCIAL CORP MOTL CHRISTOPHER J Officer SELL $52.40 10,475 $548,890 63,306
2024-02-01 00:00 2024-01-31 TBBK Bancorp, Inc. Mielke Daniela Director BUY $45.13 3,315 $149,606 26,715
2024-01-31 23:26 2024-01-31 N/A WILSON BANK HOLDING CO RICHERSON HERBERT ELMER Director BUY $71.50 18 $1,287 79,674
2024-02-01 00:33 2024-01-29 WSFS WSFS FINANCIAL CORP BACCI ARTHUR J Officer OPT+S $46.79 15,992 $748,331 20,990
2024-01-31 01:45 2024-01-30 BHRB Burke & Herbert Financial Services Corp. Riojas Jose David Director BUY $60.00 1,126 $67,560 12,726
2024-01-31 00:50 2024-01-29 VLY VALLEY NATIONAL BANCORP WILLIAMS SIDNEY S Director BUY $10.37 673 $6,979 21,605
2024-01-31 00:07 2024-01-30 WBS WEBSTER FINANCIAL CORP Massiani Luis Officer SELL $51.63 13,500 $697,070 89,621
2024-01-30 17:19 2024-01-26 NBTB NBT BANCORP INC SEIFTER LOWELL A Director SELL $37.28 8,000 $298,256 44,362
2024-01-30 20:14 2024-01-26 CHCO CITY HOLDING CO FAIRCHILDS CHARLES W Director SELL $106.00 600 $63,600 2,014
2024-01-31 03:32 2024-01-29 WABC WESTAMERICA BANCORPORATION PAYNE DAVID L Director, Officer SELL $48.90 20,000 $977,946 268,689
2024-01-31 02:30 2024-01-30 BANC BANC OF CALIFORNIA, INC. DYCK ROBERT G Officer SELL $14.97 10,000 $149,700 24,979
2024-01-29 22:50 2024-01-29 CBU COMMUNITY FINANCIAL SYSTEM, INC. STEELE SALLY A Director SELL $48.76 3,501 $170,709 33,634
2024-01-30 00:49 2024-01-26 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ANDERSON A SCOTT Officer SELL $44.25 4,093 $181,115 14,665
2024-01-27 00:07 2024-01-25 WBS WEBSTER FINANCIAL CORP WILKINS CHARLES L Officer SELL $51.56 3,966 $204,485 49,528
2024-01-27 00:05 2024-01-25 WBS WEBSTER FINANCIAL CORP BLEY DANIEL Officer SELL $50.90 1,250 $63,625 29,955
2024-01-27 00:53 2024-01-25 NBTB NBT BANCORP INC Kingsley Scott Allen Officer BUY $36.80 1,000 $36,800 25,513
2024-01-27 04:00 2024-01-25 WABC WESTAMERICA BANCORPORATION PAYNE DAVID L Director, Officer SELL $49.75 15,000 $746,291 288,689
2024-01-26 00:27 2024-01-24 SNV SYNOVUS FINANCIAL CORP Bentsen Tim E Director SELL $38.62 4,671 $180,394 33,144
2024-01-25 15:29 2024-01-23 ENBP ENB Financial Corp Stauffer Jeffrey Director, Officer BUY $14.86 276 $4,102 13,702
2024-01-25 23:38 2024-01-25 CBKM CONSUMERS BANCORP INC /OH/ Parkinson John W Director BUY $17.10 295 $5,045 15,937
2024-01-25 00:30 2024-01-23 SNV SYNOVUS FINANCIAL CORP Dierdorff Thomas T Officer SELL $38.23 2,045 $78,180 11,086
2024-01-24 23:47 2024-01-24 NWBI Northwest Bancshares, Inc. Watson Scott J Officer BUY $12.90 5,000 $64,512 35,282
2024-01-25 01:49 2024-01-23 WABC WESTAMERICA BANCORPORATION PAYNE DAVID L Director, Officer SELL $49.82 38,728 $1,929,595 303,689
2024-01-24 00:35 2024-01-22 NIC NICOLET BANKSHARES INC Witczak Eric James Officer OPT+S $82.45 2,053 $169,270 41,427
2024-01-24 00:09 2024-01-23 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B MCCABE ROBERT A JR Director, Officer SELL $87.43 6,331 $553,519 202,699
2024-01-23 00:01 2024-01-22 NEWT NewtekOne, Inc. Mulia Salvatore Francis Director SELL $12.56 750 $9,420 58,503
2024-01-22 20:05 2024-01-22 BANF BANCFIRST CORP /OK/ SCHMIDT DARRYL Director, Officer BUY $92.60 249 $23,058 5,098
2024-01-20 00:53 2024-01-18 USB US BANCORP DE Welsh Timothy A Officer SELL $40.33 12,100 $487,969 106,958
2024-01-19 18:16 2023-11-15 FDBC FIDELITY D & D BANCORP INC Hotchkiss Richard M. Director SELL $0.00 1,000 $0 22,050
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.