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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
2023-08-05 00:50 2023-08-01 UMBF UMB FINANCIAL CORP Peterman Tamara Director BUY $69.74 253 $17,625 5,566
2023-08-05 00:45 2023-08-01 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $69.74 333 $23,250 33,043
2023-08-03 23:28 2023-08-01 BAC BANK OF AMERICA CORP /DE/ DeMare James P Officer SELL $31.53 75,000 $2,364,900 185,108
2023-08-03 21:48 2023-08-01 SFNC SIMMONS FIRST NATIONAL CORP Bass Dean O. Director SELL $19.78 30,000 $593,400 104,377
2023-08-03 22:06 2023-08-02 FUNC FIRST UNITED CORP/MD/ Boal Brian R. Director BUY $17.26 87 $1,505 16,948
2023-08-03 22:11 2023-08-02 FUNC FIRST UNITED CORP/MD/ Rush Jason Barry Officer BUY $17.26 118 $2,039 21,038
2023-08-03 22:17 2023-08-02 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $17.23 259 $4,468 40,959
2023-08-04 02:00 2023-08-01 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $114.58 11,673 $1,337,531 3,848,406
2023-08-03 22:18 2023-08-02 SFST SOUTHERN FIRST BANCSHARES INC ELLISON DAVID G Director BUY $29.42 100 $2,942 48,526
2023-08-02 20:42 2023-08-01 FUNC FIRST UNITED CORP/MD/ Shockley Marisa A. Director BUY $17.26 173 $2,986 24,439
2023-08-02 21:57 2023-08-01 ENBP ENB Financial Corp Stauffer Jeffrey Director, Officer BUY $14.46 231 $3,340 11,372
2023-08-02 22:22 2023-08-01 SFST SOUTHERN FIRST BANCSHARES INC Locke Anna T Director BUY $30.40 1,300 $39,520 2,132
2023-08-02 23:30 2023-08-01 SMBK SMARTFINANCIAL INC. Jordan Rhett D. Officer SELL $24.90 400 $9,960 13,091
2023-08-01 23:53 2023-08-01 TBBK Bancorp, Inc. Cohn Matthew Director BUY $37.61 5,868 $220,688 144,423
2023-08-02 00:14 2023-07-28 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $115.68 7,782 $900,222 3,848,406
2023-08-01 19:48 2023-07-31 ATLO AMES NATIONAL CORP Cassabaum Michelle R Director BUY $19.64 164 $3,221 4,737
2023-08-01 23:30 2023-08-01 UMBF UMB FINANCIAL CORP Newton Nikki Farentino Officer SELL $68.87 1,300 $89,527 8,285
2023-07-31 21:52 2023-07-28 FRME FIRST MERCHANTS CORP Sondhi Jason R Director BUY $32.16 458 $14,728 458
2023-08-01 00:30 2023-07-27 AMTB Amerant Bancorp Inc. Calderon Sharymar Officer SELL $20.10 159 $3,196 4,068
2023-07-28 22:45 2023-07-26 COF CAPITAL ONE FINANCIAL CORP West Kara Officer SELL $115.06 2,362 $271,772 10,450
2023-07-28 16:18 2023-07-26 NWBI Northwest Bancshares, Inc. Watson Scott J Officer BUY $12.23 5,000 $61,127 29,909
2023-07-28 22:48 2023-07-26 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $115.09 7,782 $895,630 3,848,406
2023-07-28 15:33 2022-06-23 CFR CULLEN/FROST BANKERS, INC. CHASE ANTHONY R Director BUY $109.00 1 $109 1
2023-07-28 20:45 2023-07-26 NIC NICOLET BANKSHARES INC Hutjens Brad Vincent Officer OPT+S $81.48 2,500 $203,691 26,190
2023-07-28 23:02 2023-07-28 SFST SOUTHERN FIRST BANCSHARES INC Borrmann David Andrew Officer BUY $29.50 1,900 $56,050 11,500
2023-07-28 01:48 2023-07-25 WABC WESTAMERICA BANCORPORATION Belton Curtis Officer SELL $48.75 26 $1,244 0
2023-07-27 23:34 2023-07-25 COF CAPITAL ONE FINANCIAL CORP Borgmann Kevin S. Officer SELL $116.99 9,790 $1,145,292 66,034
2023-07-27 22:24 2023-07-27 NWBI Northwest Bancshares, Inc. Barnum Carey A. Officer SELL $12.29 82 $1,008 2,519
2023-07-26 19:29 2023-07-26 ENBP ENB Financial Corp Neiss Chad E Officer BUY $14.19 500 $7,095 16,236
2023-07-27 03:40 2023-07-24 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $116.44 7,782 $906,097 3,848,406
2023-07-25 22:50 2023-07-25 N/A WILSON BANK HOLDING CO Oakley Clark Officer BUY $70.00 5 $350 3,439
2023-07-24 17:01 2023-07-24 BANF BANCFIRST CORP /OK/ SCHMIDT DARRYL Director, Officer BUY $100.67 113 $11,376 5,047
2023-07-21 23:49 2023-07-20 BAC BANK OF AMERICA CORP /DE/ Athanasia Dean C Officer SELL $31.49 77,806 $2,449,722 353,971
2023-07-21 18:29 2023-07-20 ENBP ENB Financial Corp Hoffman Joshua E. Director BUY $14.00 850 $11,900 8,214
2023-07-20 23:36 2023-07-18 COF CAPITAL ONE FINANCIAL CORP Mouadeb Mark Daniel Officer SELL $115.00 903 $103,845 15,493
2023-07-20 19:32 2023-07-19 CHCO CITY HOLDING CO FISHER ROBERT D Director BUY $95.57 171 $16,343 41,967
2023-07-20 19:32 2023-07-19 CHCO CITY HOLDING CO HYLTON TRACY W II Director BUY $95.57 145 $13,858 58,734
2023-07-17 16:05 2023-07-14 CARE Carter Bankshares, Inc. Stephens Curtis E Director BUY $15.12 32 $484 3,003
2023-07-17 16:08 2023-07-14 CARE Carter Bankshares, Inc. BIRD MICHAEL R Director BUY $15.12 33 $499 10,547
2023-07-17 16:32 2023-07-14 CARE Carter Bankshares, Inc. Adams Arthur Loran Officer BUY $15.12 20 $302 6,336
2023-07-15 02:34 2023-07-12 LARK LANDMARK BANCORP INC BALL RICHARD Director BUY $21.55 1,566 $33,747 178,076
2023-07-15 02:31 2023-07-12 LARK LANDMARK BANCORP INC LEWIS JIM Director BUY $21.54 2,723 $58,662 133,290
2023-07-11 17:20 2023-07-10 CMTV COMMUNITY BANCORP /VT Martin Carol Director BUY $18.50 275 $5,088 7,231
2023-07-10 17:46 2023-06-23 CMTV COMMUNITY BANCORP /VT Wheeler James G. Jr. Director BUY $18.75 500 $9,375 4,500
2023-07-07 18:37 2023-04-11 OPHC OptimumBank Holdings, Inc. Gubin Moishe Director BUY $3.25 8,318 $27,024 698,779
2023-07-06 16:32 2023-07-05 FUNC FIRST UNITED CORP/MD/ Shockley Marisa A. Director BUY $14.26 210 $2,995 24,266
2023-07-06 00:56 2023-06-29 LARK LANDMARK BANCORP INC BALL RICHARD Director BUY $21.84 172 $3,756 176,510
2023-07-06 00:56 2023-06-29 LARK LANDMARK BANCORP INC LEWIS JIM Director BUY $21.84 346 $7,556 130,567
2023-06-30 14:26 2023-06-29 CMTV COMMUNITY BANCORP /VT Moore Jeffrey Lee Director BUY $18.00 1,490 $26,820 9,207
2023-06-29 16:14 2023-06-26 LARK LANDMARK BANCORP INC BALL RICHARD Director BUY $21.58 713 $15,386 176,338
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.