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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2023-11-04 01:51 | 2023-11-02 | AROW | Arrow Financial Corporation | Read Colin L | Director | BUY | $22.44 | 3,020 | $67,781 | 3,020 |
| 2023-11-04 00:11 | 2023-11-02 | FUNC | FIRST UNITED CORP/MD/ | Rush Jason Barry | Officer | BUY | $16.80 | 123 | $2,063 | 21,272 |
| 2023-11-03 23:07 | 2023-11-02 | TBBK | Bancorp, Inc. | Cohn Matthew | Director | BUY | $38.00 | 17,980 | $683,200 | 2,175 |
| 2023-11-03 23:22 | 2023-11-01 | COF | CAPITAL ONE FINANCIAL CORP | FAIRBANK RICHARD D | Director, Officer | OPT+S | $101.83 | 7,782 | $792,402 | 3,848,412 |
| 2023-11-03 15:19 | 2023-11-01 | AROW | Arrow Financial Corporation | OWENS WILLIAM L | Director | BUY | $21.27 | 710 | $15,102 | 14,789 |
| 2023-11-03 00:42 | 2023-11-01 | MRBK | Meridian Corp | Lindsay Denise | Director, Officer | BUY | $10.06 | 1,650 | $16,595 | 76,880 |
| 2023-11-02 23:59 | 2023-11-01 | FUNC | FIRST UNITED CORP/MD/ | Shockley Marisa A. | Director | BUY | $16.79 | 178 | $2,989 | 24,975 |
| 2023-11-02 23:02 | 2023-11-02 | TBBK | Bancorp, Inc. | Nager Jeffrey A | Officer | SELL | $38.26 | 5,234 | $200,275 | 102,261 |
| 2023-11-02 23:01 | 2023-11-02 | TBBK | Bancorp, Inc. | DeRowe Olek | Officer | SELL | $38.10 | 5,000 | $190,500 | 70,803 |
| 2023-11-02 23:37 | 2023-11-01 | UMBF | UMB FINANCIAL CORP | Peterman Tamara | Director | BUY | $62.78 | 281 | $17,624 | 5,914 |
| 2023-11-02 23:35 | 2023-11-01 | UMBF | UMB FINANCIAL CORP | GRAVES GREG M | Director | BUY | $62.78 | 370 | $23,249 | 33,759 |
| 2023-11-02 22:25 | 2023-11-01 | CBKM | CONSUMERS BANCORP INC /OH/ | Kiko Richard T Jr | Director | BUY | $15.70 | 1,273 | $19,986 | 2,687 |
| 2023-11-02 22:13 | 2023-11-01 | CBKM | CONSUMERS BANCORP INC /OH/ | Parkinson John W | Director | BUY | $16.25 | 325 | $5,281 | 15,621 |
| 2023-11-02 01:52 | 2023-10-30 | COF | CAPITAL ONE FINANCIAL CORP | FAIRBANK RICHARD D | Director, Officer | OPT+S | $99.75 | 7,782 | $776,255 | 3,848,412 |
| 2023-11-01 20:43 | 2023-10-31 | ASRV | AMERISERV FINANCIAL INC /PA/ | STOPKO JEFFREY A | Officer | BUY | $2.56 | 2,000 | $5,120 | 127,548 |
| 2023-11-01 22:25 | 2023-10-31 | SFST | SOUTHERN FIRST BANCSHARES INC | ELLISON DAVID G | Director | BUY | $27.00 | 200 | $5,400 | 49,476 |
| 2023-11-01 22:36 | 2023-11-01 | CBKM | CONSUMERS BANCORP INC /OH/ | Lober Ralph J II | Director, Officer | BUY | $16.25 | 250 | $4,063 | 62,167 |
| 2023-10-31 23:01 | 2023-10-26 | BFC | Bank First Corp | LeMahieu Kevin M. | Officer | BUY | $70.00 | 582 | $40,740 | 20,545 |
| 2023-10-31 20:54 | 2023-10-27 | CBU | COMMUNITY FINANCIAL SYSTEM, INC. | LEVY JEFFREY M | Officer | BUY | $38.60 | 1,300 | $50,186 | 5,924 |
| 2023-10-31 23:26 | 2023-10-30 | SFNC | SIMMONS FIRST NATIONAL CORP | Shoptaw Robert L | Director | BUY | $14.34 | 10,000 | $143,400 | 77,724 |
| 2023-10-31 19:21 | 2023-10-27 | ATLO | AMES NATIONAL CORP | Bauer Scott T | BUY | $16.10 | 300 | $4,830 | 3,389 | |
| 2023-10-31 19:17 | 2023-10-27 | ATLO | AMES NATIONAL CORP | NELSON JOHN PATRICK | Director, Officer | BUY | $16.17 | 1,237 | $20,002 | 15,757 |
| 2023-10-31 19:13 | 2023-10-31 | ATLO | AMES NATIONAL CORP | Cassabaum Michelle R | Director | BUY | $16.75 | 94 | $1,575 | 5,144 |
| 2023-11-01 00:05 | 2023-10-31 | SMBK | SMARTFINANCIAL INC. | Jordan Rhett D. | Officer | SELL | $20.56 | 350 | $7,196 | 12,261 |
| 2023-10-30 16:07 | 2023-10-27 | AROW | Arrow Financial Corporation | Behan Mark | Director | BUY | $20.83 | 479 | $9,977 | 7,211 |
| 2023-10-30 21:03 | 2023-10-27 | SFNC | SIMMONS FIRST NATIONAL CORP | Massanelli Stephen C | Officer | BUY | $14.15 | 2,000 | $28,300 | 80,829 |
| 2023-10-30 22:19 | 2023-10-27 | AROW | Arrow Financial Corporation | Read Colin L | Director | BUY | $21.00 | 15,000 | $314,925 | 25,271 |
| 2023-10-30 16:08 | 2023-10-27 | AROW | Arrow Financial Corporation | DAKE GARY C | Director | BUY | $20.58 | 4,800 | $98,784 | 53,467 |
| 2023-10-30 16:06 | 2023-10-27 | FCF | FIRST COMMONWEALTH FINANCIAL CORP /PA/ | CHARLEY RAY T | Director | SELL | $12.02 | 875 | $10,518 | 328,550 |
| 2023-10-30 20:12 | 2023-10-26 | OCFC | OCEANFIRST FINANCIAL CORP | GIORDANO ANTHONY III | BUY | $12.75 | 2,345 | $29,895 | 22,459 | |
| 2023-10-28 02:27 | 2023-10-27 | HAFC | HANMI FINANCIAL CORP | SANTAROSA ROMOLO | Officer | BUY | $14.23 | 1,000 | $14,230 | 51,334 |
| 2023-10-26 19:19 | 2023-10-26 | ENBP | ENB Financial Corp | Neiss Chad E | Officer | BUY | $13.05 | 500 | $6,525 | 16,934 |
| 2023-10-26 21:24 | 2023-10-26 | SFST | SOUTHERN FIRST BANCSHARES INC | ELLISON DAVID G | Director | BUY | $27.21 | 200 | $5,442 | 49,276 |
| 2023-10-25 21:57 | 2023-10-25 | SFST | SOUTHERN FIRST BANCSHARES INC | ELLISON DAVID G | Director | BUY | $25.49 | 250 | $6,373 | 49,076 |
| 2023-10-24 23:29 | 2023-10-20 | SNVPRE | SYNOVUS FINANCIAL CORP | Samaha Eli | 10% owner | BUY | $21.35 | 560 | $11,956 | 1,693,259 |
| 2023-10-24 23:42 | 2023-10-20 | TFC | TRUIST FINANCIAL CORP | ROGERS WILLIAM H JR | Director, Officer | BUY | $28.05 | 10,000 | $280,480 | 412,924 |
| 2023-10-23 18:28 | 2023-10-23 | BANF | BANCFIRST CORP /OK/ | SCHMIDT DARRYL | Director, Officer | BUY | $83.04 | 278 | $23,086 | 5,074 |
| 2023-10-20 23:01 | 2023-10-18 | C | CITIGROUP INC | MORTON ANDREW JOHN | Officer | SELL | $40.66 | 28,096 | $1,142,397 | 410,060 |
| 2023-10-21 02:40 | 2017-01-30 | USB | US BANCORP DE | Kelligrew James B | Officer | BUY | $30.71 | 1,450 | $44,535 | 521 |
| 2023-10-21 02:40 | 2016-01-12 | USB | US BANCORP DE | Kelligrew James B | Officer | SELL | $40.43 | 337 | $13,624 | 280 |
| 2023-10-21 02:40 | 2017-10-17 | USB | US BANCORP DE | Kelligrew James B | Officer | SELL | $36.73 | 63 | $2,314 | 65 |
| 2023-10-21 02:40 | 2016-11-18 | USB | US BANCORP DE | Kelligrew James B | Officer | BUY | $29.28 | 415 | $12,150 | 87 |
| 2023-10-21 02:40 | 2022-07-25 | USB | US BANCORP DE | Kelligrew James B | Officer | SELL | $18.73 | 33 | $618 | 222 |
| 2023-10-21 02:40 | 2016-11-18 | USB | US BANCORP DE | Kelligrew James B | Officer | BUY | $31.30 | 1,947 | $60,948 | 681 |
| 2023-10-21 02:40 | 2017-01-31 | USB | US BANCORP DE | Kelligrew James B | Officer | BUY | $48.30 | 3,387 | $163,594 | 1,266 |
| 2023-10-21 02:40 | 2016-01-12 | USB | US BANCORP DE | Kelligrew James B | Officer | SELL | $44.30 | 2,405 | $106,536 | 0 |
| 2023-10-20 23:13 | 2023-10-20 | NEWT | NewtekOne, Inc. | Mulia Salvatore Francis | Director | SELL | $13.70 | 750 | $10,275 | 60,753 |
| 2023-10-19 16:55 | 2023-05-17 | PFIS | PEOPLES FINANCIAL SERVICES CORP. | WRIGHT JOSEPH T JR | Director | BUY | $37.00 | 2,378 | $87,986 | 41,811 |
| 2023-10-18 17:15 | 2023-10-17 | CHCO | CITY HOLDING CO | FISHER ROBERT D | Director | BUY | $92.90 | 197 | $18,300 | 42,366 |
| 2023-10-18 17:19 | 2023-10-17 | CHCO | CITY HOLDING CO | HYLTON TRACY W II | Director | BUY | $92.90 | 179 | $16,628 | 59,002 |
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.