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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
2023-08-31 23:01 2023-08-30 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $63.37 6,262 $396,804 1,877,626
2023-08-30 21:56 2023-08-29 BHRB Burke & Herbert Financial Services Corp. Barnwell Julian Forrest Jr. Director BUY $49.53 3,000 $148,590 80,660
2023-08-30 21:57 2023-08-30 BHRB Burke & Herbert Financial Services Corp. Carosi Nicholas III Director BUY $49.90 400 $19,960 4,440
2023-08-30 23:15 2023-08-30 SMBK SMARTFINANCIAL INC. Jordan Rhett D. Officer SELL $22.82 480 $10,954 12,611
2023-08-30 23:24 2023-08-29 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $63.98 4,481 $286,713 1,883,888
2023-08-30 23:21 2023-08-29 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $63.62 5,519 $351,141 1,888,369
2023-08-29 23:57 2023-08-28 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $64.42 600 $38,650 1,893,888
2023-08-29 23:56 2023-08-28 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $64.07 5,025 $321,943 1,894,488
2023-08-29 23:54 2023-08-28 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $63.61 4,375 $278,291 1,899,513
2023-08-29 00:08 2023-08-25 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $63.76 4,280 $272,896 1,903,888
2023-08-29 00:02 2023-08-25 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $63.38 5,720 $362,555 1,908,168
2023-08-25 19:00 2023-08-25 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $17.30 250 $4,325 59,825
2023-08-24 17:18 2023-08-23 NWBI Northwest Bancshares, Inc. Torchio Louis J Director, Officer BUY $11.07 1,352 $14,967 57,298
2023-08-24 18:31 2023-08-23 NIC NICOLET BANKSHARES INC Madson Patrick Joseph Officer SELL $74.08 1,000 $74,079 5,848
2023-08-23 21:45 2023-08-23 ENBP ENB Financial Corp Stauffer Jeffrey Director, Officer BUY $13.50 100 $1,350 11,472
2023-08-23 18:58 2023-08-22 ATLO AMES NATIONAL CORP NELSON JOHN PATRICK Director, Officer BUY $17.91 1,132 $20,274 14,520
2023-08-23 22:58 2023-08-22 SHBI SHORE BANCSHARES INC WAYSON KONRAD Director BUY $11.13 2,000 $22,260 62,928
2023-08-21 16:42 2023-08-18 FFBC FIRST FINANCIAL BANCORP /OH/ Dennen Richard S Officer SELL $21.53 11,640 $250,607 90,350
2023-08-18 22:58 2023-08-16 CBU COMMUNITY FINANCIAL SYSTEM, INC. Karaivanov Dimitar Officer BUY $48.50 1,000 $48,500 14,265
2023-08-18 22:27 2023-08-16 N/A WILSON BANK HOLDING CO MCDEARMAN JOHN Director, Officer BUY $70.00 17 $1,190 16,401
2023-08-17 20:56 2023-08-16 N/A WILSON BANK HOLDING CO Foster` John Officer BUY $70.00 6 $420 9,219
2023-08-17 17:40 2023-08-16 CMTV COMMUNITY BANCORP /VT Wheeler James G. Jr. Director BUY $18.24 1,593 $29,056 6,093
2023-08-17 22:03 2023-08-16 N/A WILSON BANK HOLDING CO POMINSKI LISA Officer BUY $70.00 17 $1,190 15,721
2023-08-15 23:38 2023-08-14 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $109.48 3,891 $425,987 3,848,406
2023-08-15 21:41 2023-08-11 ONB OLD NATIONAL BANCORP /IN/ SCUDDER MICHAEL L Director, Officer SELL $16.81 50,000 $840,500 215,796
2023-08-15 17:51 2023-08-14 A AMES NATIONAL CORP Baker Jeffery C Director BUY $18.96 200 $3,792 2,117
2023-08-15 20:59 2023-08-15 NEWT NewtekOne, Inc. SLOANE BARRY Director, Officer BUY $17.57 2,000 $35,138 1,126,048
2023-08-14 23:43 2023-08-14 CARE Carter Bankshares, Inc. Stephens Curtis E Director BUY $14.54 34 $494 3,037
2023-08-14 23:40 2023-08-14 CARE Carter Bankshares, Inc. BIRD MICHAEL R Director BUY $14.54 35 $509 10,582
2023-08-14 23:36 2023-08-14 CARE Carter Bankshares, Inc. Adams Arthur Loran Officer BUY $14.54 21 $305 6,357
2023-08-14 23:27 2023-08-10 KEY KEYCORP /NEW/ Rankin Devina A Director BUY $11.49 10,000 $114,900 10,000
2023-08-14 15:39 2023-08-10 NIC NICOLET BANKSHARES INC ATWELL ROBERT BRUCE Director, Officer SELL $82.95 1,000 $82,950 58,456
2023-08-11 20:40 2023-08-10 NBTB NBT BANCORP INC Brown Jason David Director BUY $36.99 650 $24,043 4,564
2023-08-11 23:58 2023-08-10 USB US BANCORP DE Welsh Timothy A Officer SELL $39.79 13,816 $549,780 119,058
2023-08-12 01:47 2023-08-09 HBAN HUNTINGTON BANCSHARES INC /MD/ Heller Paul G Officer OPT+S $11.89 23,817 $283,215 505,910
2023-08-11 23:14 2023-08-09 HBAN HUNTINGTON BANCSHARES INC /MD/ Houston Helga Officer SELL $11.97 12,280 $146,992 594,564
2023-08-12 00:31 2023-08-09 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $112.24 11,673 $1,310,178 3,848,406
2023-08-11 19:16 2023-08-09 SFST SOUTHERN FIRST BANCSHARES INC ELLISON DAVID G Director BUY $29.35 150 $4,402 48,676
2023-08-10 23:47 2023-08-08 USB US BANCORP DE DOLAN TERRANCE R Officer SELL $39.75 26,000 $1,033,578 166,992
2023-08-11 02:36 2023-08-10 UBFO UNITED SECURITY BANCSHARES Walker Thomas G Director BUY $7.15 1,400 $10,010 1,400
2023-08-11 01:14 2023-08-10 FMCB FARMERS & MERCHANTS BANCORP James Craig W. Director BUY $965.00 50 $48,250 83
2023-08-09 16:31 2023-08-08 CMTV COMMUNITY BANCORP /VT Bouffard David Mark Director BUY $18.00 300 $5,400 4,808
2023-08-10 01:58 2023-08-07 RF REGIONS FINANCIAL CORP Smith Ronald G. Officer SELL $20.93 10,000 $209,300 281,151
2023-08-09 23:45 2023-08-07 BOKF BOK FINANCIAL CORP BANGERT STEVEN Director SELL $90.77 3,000 $272,310 22,486
2023-08-09 20:21 2023-08-03 UBFO UNITED SECURITY BANCSHARES WOODS DENNIS R Director, Officer BUY $7.11 2,000 $14,215 870,910
2023-08-09 17:52 2023-08-07 SHBI SHORE BANCSHARES INC LAMON JOHN Director BUY $11.35 550 $6,240 54,792
2023-08-08 23:20 2023-08-07 JPM JPMORGAN CHASE & CO Friedman Stacey Officer SELL $157.16 4,310 $677,343 57,735
2023-08-09 02:24 2023-08-04 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $113.00 11,673 $1,319,088 3,848,406
2023-08-08 00:57 2023-08-03 WABC WESTAMERICA BANCORPORATION Belton Curtis Officer SELL $49.04 464 $22,748 0
2023-08-04 23:45 2023-08-02 COF CAPITAL ONE FINANCIAL CORP Alexander Robert M. Officer SELL $114.74 3,784 $434,176 75,038
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.