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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2023-11-21 17:40 | 2023-11-20 | ATLO | AMES NATIONAL CORP | PUTZIER JEFFREY K | BUY | $19.05 | 200 | $3,810 | 3,427 | |
| 2023-11-22 01:06 | 2023-11-17 | LARK | LANDMARK BANCORP INC | HERPICH MARK A | Officer | BUY | $18.91 | 552 | $10,438 | 117,016 |
| 2023-11-20 23:47 | 2023-11-16 | DCOM | Dime Community Bancshares, Inc. /NY/ | Lubow Stuart H | Officer | SELL | $20.42 | 20,000 | $408,464 | 19,499 |
| 2023-11-20 19:57 | 2023-11-17 | CHCO | CITY HOLDING CO | BUMGARNER DAVID L | Officer | SELL | $98.54 | 2,101 | $207,037 | 8,784 |
| 2023-11-21 01:00 | 2023-11-20 | SMBK | SMARTFINANCIAL INC. | Jordan Rhett D. | Officer | SELL | $21.90 | 400 | $8,760 | 11,861 |
| 2023-11-17 19:47 | 2023-11-15 | CHCO | CITY HOLDING CO | LEGGE JEFFREY DALE | Officer | SELL | $99.24 | 500 | $49,618 | 7,393 |
| 2023-11-18 00:55 | 2023-11-15 | COF | CAPITAL ONE FINANCIAL CORP | HACKETT ANN F | Director | SELL | $106.47 | 8,000 | $851,724 | 61,980 |
| 2023-11-18 01:32 | 2023-11-17 | UMBF | UMB FINANCIAL CORP | KEMPER J MARINER | Director, Officer | SELL | $73.45 | 1,631 | $119,802 | 1,795,280 |
| 2023-11-18 01:30 | 2023-11-17 | UMBF | UMB FINANCIAL CORP | KEMPER J MARINER | Director, Officer | SELL | $73.28 | 12,625 | $925,107 | 1,796,911 |
| 2023-11-18 01:27 | 2023-11-17 | UMBF | UMB FINANCIAL CORP | KEMPER J MARINER | Director, Officer | SELL | $73.14 | 5,800 | $424,185 | 1,809,536 |
| 2023-11-18 01:22 | 2023-11-17 | UMBF | UMB FINANCIAL CORP | KEMPER J MARINER | Director, Officer | SELL | $73.04 | 14,561 | $1,063,544 | 1,815,336 |
| 2023-11-18 01:10 | 2023-11-16 | UMBF | UMB FINANCIAL CORP | KEMPER J MARINER | Director, Officer | SELL | $72.73 | 8,335 | $606,165 | 1,829,897 |
| 2023-11-18 01:07 | 2023-11-16 | UMBF | UMB FINANCIAL CORP | KEMPER J MARINER | Director, Officer | SELL | $72.42 | 10,938 | $792,147 | 1,838,232 |
| 2023-11-18 01:02 | 2023-11-16 | UMBF | UMB FINANCIAL CORP | KEMPER J MARINER | Director, Officer | SELL | $72.01 | 10,718 | $771,807 | 1,849,170 |
| 2023-11-18 00:22 | 2023-11-16 | UMBF | UMB FINANCIAL CORP | Wendel Abigail M | Officer | OPT+S | $72.55 | 2,452 | $177,881 | 12,859 |
| 2023-11-16 23:21 | 2023-11-14 | VLY | VALLEY NATIONAL BANCORP | CHILLURA JOSEPH | Officer | SELL | $8.64 | 100,000 | $864,000 | 591,235 |
| 2023-11-17 02:52 | 2023-11-15 | NBHC | National Bank Holdings Corp | Randall Christopher S. | Officer | SELL | $34.25 | 4,000 | $137,000 | 13,319 |
| 2023-11-17 01:04 | 2023-11-16 | NIC | NICOLET BANKSHARES INC | ATWELL ROBERT BRUCE | Director, Officer | SELL | $75.64 | 3,113 | $235,467 | 54,447 |
| 2023-11-17 00:26 | 2023-11-14 | NIC | NICOLET BANKSHARES INC | DANIELS MICHAEL E | Director, Officer | OPT+S | $74.05 | 77,205 | $5,717,030 | 82,390 |
| 2023-11-16 23:22 | 2023-11-14 | NIC | NICOLET BANKSHARES INC | MERKATORIS SUSAN L | Director | SELL | $76.77 | 3,000 | $230,310 | 96,598 |
| 2023-11-16 18:25 | 2023-11-14 | LARK | LANDMARK BANCORP INC | BALL RICHARD | Director | BUY | $18.91 | 878 | $16,603 | 2,646 |
| 2023-11-15 20:23 | 2023-11-14 | CHCO | CITY HOLDING CO | Jones J. Thomas | Director | SELL | $98.06 | 321 | $31,477 | 4,659 |
| 2023-11-16 00:00 | 2023-11-14 | TBBK | Bancorp, Inc. | Cohn Matthew | Director | BUY | $39.74 | 241 | $9,577 | 1,740 |
| 2023-11-15 01:18 | 2023-11-10 | COF | CAPITAL ONE FINANCIAL CORP | FAIRBANK RICHARD D | Director, Officer | OPT+S | $104.99 | 11,670 | $1,225,233 | 3,848,412 |
| 2023-11-14 00:22 | 2023-11-08 | TRMK | TRUSTMARK CORP | Eduardo Marcelo L | Director | SELL | $21.20 | 1,060 | $22,470 | 6,032 |
| 2023-11-14 00:00 | 2023-11-10 | TBBK | Bancorp, Inc. | Mielke Daniela | Director | BUY | $37.48 | 675 | $25,299 | 22,780 |
| 2023-11-13 14:25 | 2023-11-07 | LARK | LANDMARK BANCORP INC | BALL RICHARD | Director | BUY | $18.16 | 833 | $15,124 | 1,768 |
| 2023-11-13 21:05 | 2023-11-09 | LARK | LANDMARK BANCORP INC | SCHEOPNER MICHAEL E | Director, Officer | BUY | $17.87 | 638 | $11,403 | 11,785 |
| 2023-11-10 00:51 | 2023-11-08 | COF | CAPITAL ONE FINANCIAL CORP | FAIRBANK RICHARD D | Director, Officer | OPT+S | $105.38 | 7,781 | $819,962 | 3,848,412 |
| 2023-11-10 00:20 | 2023-11-09 | WFC | WELLS FARGO & COMPANY/MN | DAVIS RICHARD K | Director | BUY | $41.22 | 3,500 | $144,270 | 4,244 |
| 2023-11-10 01:20 | 2023-11-08 | CBKM | CONSUMERS BANCORP INC /OH/ | Lober Ralph J II | Director, Officer | BUY | $17.25 | 200 | $3,450 | 62,367 |
| 2023-11-09 01:05 | 2023-11-07 | HBAN | HUNTINGTON BANCSHARES INC /MD/ | Houston Helga | Officer | SELL | $10.47 | 4,300 | $45,000 | 595,514 |
| 2023-11-09 00:59 | 2023-11-06 | STEL | Stellar Bancorp, Inc. | Egge Paul P | Officer | SELL | $23.27 | 4,000 | $93,098 | 53,465 |
| 2023-11-08 17:30 | 2023-11-07 | NWBI | Northwest Bancshares, Inc. | Cygnar Devin T | Officer | BUY | $10.96 | 13,692 | $150,000 | 13,692 |
| 2023-11-09 00:22 | 2023-11-08 | ENBP | ENB Financial Corp | Stauffer Jeffrey | Director, Officer | BUY | $13.67 | 200 | $2,733 | 13,293 |
| 2023-11-08 19:52 | 2023-11-07 | FULT | FULTON FINANCIAL CORP | Wenger E Philip | Director | SELL | $13.75 | 0 | $4 | 0 |
| 2023-11-08 17:04 | 2023-11-07 | NKSH | NATIONAL BANKSHARES INC | BALL LAWRENCE J | Director | BUY | $24.50 | 1,000 | $24,500 | 19,228 |
| 2023-11-09 03:51 | 2023-11-06 | NIC | NICOLET BANKSHARES INC | DANIELS MICHAEL E | Director, Officer | OPT+S | $74.20 | 22,795 | $1,691,478 | 82,813 |
| 2023-11-08 17:17 | 2023-11-06 | SHBI | SHORE BANCSHARES INC | LAMON JOHN | Director | BUY | $11.62 | 539 | $6,265 | 55,376 |
| 2023-11-07 19:09 | 2023-11-03 | AROW | Arrow Financial Corporation | Kaiser David D | Officer | BUY | $23.25 | 1,075 | $24,994 | 5,982 |
| 2023-11-08 02:31 | 2023-11-07 | BOKF | BOK FINANCIAL CORP | Hawthorne Douglas D. | Director | BUY | $69.74 | 1,000 | $69,742 | 6,907 |
| 2023-11-08 00:00 | 2023-11-06 | TBBK | Bancorp, Inc. | Mielke Daniela | Director | BUY | $39.09 | 1,275 | $49,840 | 22,105 |
| 2023-11-08 00:32 | 2023-11-03 | COF | CAPITAL ONE FINANCIAL CORP | FAIRBANK RICHARD D | Director, Officer | OPT+S | $105.60 | 11,673 | $1,232,707 | 3,848,412 |
| 2023-11-06 17:00 | 2023-11-03 | FCF | FIRST COMMONWEALTH FINANCIAL CORP /PA/ | Riggle Carrie L | Officer | SELL | $13.21 | 7,563 | $99,907 | 46,309 |
| 2023-11-06 23:10 | 2023-11-02 | FUNC | FIRST UNITED CORP/MD/ | Rodeheaver Carissa Lynn | Director, Officer | BUY | $16.77 | 269 | $4,520 | 41,422 |
| 2023-11-07 00:00 | 2023-11-02 | NIC | NICOLET BANKSHARES INC | MERKATORIS SUSAN L | Director | SELL | $75.15 | 3,000 | $225,450 | 99,598 |
| 2023-11-07 02:22 | 2023-11-03 | UBFO | UNITED SECURITY BANCSHARES | WOODS DENNIS R | Director, Officer | BUY | $7.85 | 800 | $6,280 | 874,116 |
| 2023-11-03 15:19 | 2023-11-01 | AROW | Arrow Financial Corporation | Miller Elizabeth | Director | BUY | $21.52 | 3,750 | $80,700 | 31,627 |
| 2023-11-03 23:06 | 2023-11-01 | BAC | BANK OF AMERICA CORP /DE/ | Woods Thomas D | Director | BUY | $26.25 | 25,000 | $656,250 | 64,661 |
| 2023-11-04 00:05 | 2023-11-02 | FUNC | FIRST UNITED CORP/MD/ | Boal Brian R. | Director | BUY | $16.80 | 91 | $1,522 | 17,039 |
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.