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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
2023-12-15 01:43 2023-12-12 COF CAPITAL ONE FINANCIAL CORP LaPrade,III Frank G. Officer SELL $123.73 31,215 $3,862,298 54,991
2023-12-14 23:53 2023-12-12 PRK PARK NATIONAL CORP /OH/ ENGLEFIELD F W IV Director SELL $125.10 4 $500 0
2023-12-15 00:12 2023-12-14 N/A WILSON BANK HOLDING CO PATTON JAMES ANTHONY Director SELL $70.75 2,000 $141,500 64,154
2023-12-15 01:44 2023-12-12 COF CAPITAL ONE FINANCIAL CORP HACKETT ANN F Director SELL $121.67 6,005 $730,600 3,000
2023-12-15 03:32 2023-12-14 UMBF UMB FINANCIAL CORP Beaird Robert Brian Officer SELL $83.80 895 $75,001 5,827
2023-12-13 20:46 2023-12-13 N/A WILSON BANK HOLDING CO Oakley Clark Officer BUY $70.75 10 $708 3,482
2023-12-14 00:35 2023-12-12 CMTV COMMUNITY BANCORP /VT Conant Aminta K Director BUY $17.00 173 $2,941 4,715
2023-12-13 23:28 2023-12-11 NIC NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director, Officer SELL $78.42 2,000 $156,840 47,889
2023-12-14 03:59 2023-12-12 BANC BANC OF CALIFORNIA, INC. Barker James Andrew Director BUY $12.32 10,000 $123,228 149,680
2023-12-13 17:51 2023-12-13 NEWT NewtekOne, Inc. SLOANE BARRY Director, Officer BUY $13.45 3,000 $40,335 1,140,280
2023-12-14 00:28 2023-12-12 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Brock Charles E Director SELL $80.91 2,000 $161,828 34,293
2023-12-12 20:32 2023-12-12 BHRB Burke & Herbert Financial Services Corp. Barnwell Julian Forrest Jr. Director BUY $54.75 3,000 $164,250 166,539
2023-12-13 00:31 2023-12-08 VLY VALLEY NATIONAL BANCORP CHILLURA JOSEPH Officer SELL $9.95 50,000 $497,500 541,235
2023-12-12 17:47 2023-12-11 WSFS WSFS FINANCIAL CORP Ward Patrick Joseph Officer SELL $41.50 2,227 $92,412 139,186
2023-12-13 01:06 2023-12-12 JPM JPMORGAN CHASE & CO Lake Marianne Officer SELL $160.00 32,243 $5,158,906 131,962
2023-12-13 00:19 2023-12-08 RF REGIONS FINANCIAL CORP Lusco C. Matthew Officer SELL $17.47 28,617 $499,839 103,307
2023-12-13 03:00 2023-12-08 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B MCCABE ROBERT A JR Director, Officer SELL $82.79 100,000 $8,278,850 202,071
2023-12-12 01:27 2023-12-07 USB US BANCORP DE Kotwal Shailesh M Officer SELL $40.12 10,000 $401,220 112,722
2023-12-11 22:09 2023-12-08 CMTV COMMUNITY BANCORP /VT Conant Aminta K Director BUY $17.60 500 $8,800 1,520
2023-12-11 22:30 2023-12-08 CFNB CALIFORNIA FIRST LEASING CORP LOWRY MICHAEL H Director SELL $16.50 2,738 $45,177 14,058
2023-12-12 01:14 2023-12-07 NIC NICOLET BANKSHARES INC DANIELS MICHAEL E Director, Officer SELL $77.17 4,331 $334,204 78,797
2023-12-12 00:12 2023-12-08 UMBF UMB FINANCIAL CORP Wilson Uma Officer OPT+S $76.00 1,007 $76,532 14,489
2023-12-12 00:04 2023-12-07 UMBF UMB FINANCIAL CORP Johnson Shannon Andresen Officer OPT+S $75.83 1,036 $78,560 16,202
2023-12-11 18:17 2023-12-07 OCFC OCEANFIRST FINANCIAL CORP Barros John F Director BUY $15.38 462 $7,106 462
2023-12-08 23:04 2023-12-08 BHRB Burke & Herbert Financial Services Corp. McLaughlin Shawn Patrick Director BUY $53.91 1,100 $59,300 49,000
2023-12-09 00:15 2023-12-07 SNV SYNOVUS FINANCIAL CORP KAMENSKY ALLAN E Officer SELL $35.01 19,301 $675,728 66,783
2023-12-09 00:31 2023-12-06 KEY KEYCORP /NEW/ Schosser Douglas M Officer SELL $13.37 14,383 $192,301 19,795
2023-12-08 00:09 2023-12-05 NIC NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director, Officer SELL $76.68 2,000 $153,360 49,889
2023-12-08 01:02 2023-12-05 OCFC OCEANFIRST FINANCIAL CORP Garrett Robert C Director BUY $15.04 70 $1,053 70
2023-12-06 19:15 2023-12-06 BANF BANCFIRST CORP /OK/ Lawrence Kevin Officer OPT+S $92.00 5,000 $460,000 10,000
2023-12-07 01:09 2023-12-04 STEL Stellar Bancorp, Inc. Akin Okan I. Officer OPT+S $25.40 11,200 $284,436 73,285
2023-12-07 04:28 2023-12-05 BANC BANC OF CALIFORNIA, INC. LASHLEY RICHARD J Director SELL $12.67 200,000 $2,533,400 2,463,143
2023-12-07 04:20 2023-12-05 BANC BANC OF CALIFORNIA, INC. Rice Joseph J Director BUY $12.66 10,000 $126,588 10,000
2023-12-05 17:18 2023-12-04 CMTV COMMUNITY BANCORP /VT Bouffard David Mark Director BUY $18.00 300 $5,400 5,103
2023-12-06 00:27 2023-12-04 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $75.56 804 $60,747 1,787,204
2023-12-06 00:25 2023-12-04 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $75.29 7,272 $547,497 1,788,008
2023-12-05 00:43 2023-11-30 PNC PNC FINANCIAL SERVICES GROUP, INC. Deborah Guild Officer SELL $132.51 1,533 $203,138 17,092
2023-12-04 18:34 2023-12-01 FUNC FIRST UNITED CORP/MD/ Shockley Marisa A. Director BUY $19.72 152 $2,997 25,127
2023-12-05 00:06 2023-12-01 WSFS WSFS FINANCIAL CORP DONAHUE MICHAEL J Director SELL $40.30 3,148 $126,864 11,495
2023-12-04 22:52 2023-12-01 UBFO UNITED SECURITY BANCSHARES OBERG ROBERT C JR Officer SELL $8.00 4,200 $33,600 21,668
2023-12-01 23:34 2023-10-26 ASRV AMERISERV FINANCIAL INC /PA/ Bloomingdale Richard W. Director BUY $2.56 958 $2,448 8,078
2023-12-02 00:08 2023-11-29 CASH PATHWARD FINANCIAL, INC. Herrick Glen William Officer SELL $50.50 14,019 $707,960 91,145
2023-12-02 00:30 2023-11-30 SMBK SMARTFINANCIAL INC. PRESLEY JOHN M Director SELL $21.34 15,000 $320,100 42,573
2023-12-01 00:49 2023-11-29 AMTB Amerant Bancorp Inc. Levine Howard A. Officer SELL $20.74 1,200 $24,888 2,076
2023-11-30 21:17 2023-11-30 ATLO AMES NATIONAL CORP Cassabaum Michelle R Director BUY $18.41 310 $5,707 5,454
2023-12-01 00:16 2023-11-29 CFBK CF BANKSHARES INC. Royer David L Director BUY $16.00 2,500 $40,000 30,012
2023-11-30 21:33 2023-11-30 SHBI SHORE BANCSHARES INC Willey Dawn M. Director BUY $12.25 7,500 $91,875 28,122
2023-11-30 19:42 2023-11-30 SHBI SHORE BANCSHARES INC LAMON JOHN Director BUY $12.24 519 $6,353 55,976
2023-11-30 00:03 2023-11-29 CMTV COMMUNITY BANCORP /VT Martin Carol Director BUY $17.55 125 $2,194 8,888
2023-11-30 02:43 2023-11-28 AROW Arrow Financial Corporation Wise Andrew J Officer BUY $24.76 1,000 $24,760 8,684
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.