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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
2023-06-07 00:13 2023-05-31 HWBK HAWTHORN BANCSHARES, INC. Bexten Gregg A. Director, Officer BUY $18.00 132 $2,376 132
2023-06-06 23:09 2023-06-02 COF CAPITAL ONE FINANCIAL CORP Mouadeb Mark Daniel Officer SELL $110.00 469 $51,590 16,396
2023-06-06 17:13 2023-06-05 CARE Carter Bankshares, Inc. Adams Arthur Loran Officer SELL $15.01 1,256 $18,853 6,299
2023-06-07 00:31 2023-06-05 BANC BANC OF CALIFORNIA, INC. Rice Joseph J Director BUY $11.25 7,500 $84,375 9,500
2023-06-06 00:17 2023-06-05 BOKF BOK FINANCIAL CORP BANGERT STEVEN Director SELL $85.21 2,650 $225,804 55,760
2023-06-05 20:49 2023-06-02 ASRV AMERISERV FINANCIAL INC /PA/ STOPKO JEFFREY A Officer BUY $2.80 1,000 $2,800 122,548
2023-06-05 23:47 2023-06-01 UBFO UNITED SECURITY BANCSHARES MACKOVAK BENJAMIN Director OPT+S $7.00 932,491 $6,527,437 0
2023-06-05 16:18 2023-06-02 FDBC FIDELITY D & D BANCORP INC MCDONALD MICHAEL J Director, Officer BUY $39.47 1,000 $39,465 127,949
2023-06-05 23:11 2023-06-01 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $57.50 404 $23,250 32,710
2023-06-05 23:08 2023-06-01 UMBF UMB FINANCIAL CORP Peterman Tamara Director BUY $57.50 307 $17,625 5,313
2023-06-05 23:31 2023-06-05 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $16.00 1,000 $16,000 59,337
2023-06-05 23:17 2023-06-05 CBKM CONSUMERS BANCORP INC /OH/ Gano Ann M Director BUY $16.00 550 $8,800 2,095
2023-06-05 22:58 2023-06-05 CBKM CONSUMERS BANCORP INC /OH/ Kiko Richard T Jr Director BUY $16.00 2,000 $32,000 2,680
2023-06-05 19:13 2023-06-02 OCFC OCEANFIRST FINANCIAL CORP Farris Jack M. Director BUY $14.76 100 $1,476 13,505
2023-06-02 22:56 2023-06-01 FUNC FIRST UNITED CORP/MD/ Shockley Marisa A. Director BUY $13.24 226 $2,992 24,056
2023-06-02 15:50 2023-05-31 NWBI Northwest Bancshares, Inc. Colestro James M Officer SELL $10.67 203 $2,167 18,682
2023-06-02 21:15 2023-06-02 CBNK Capital Bancorp Inc Poynot Steven M Officer BUY $17.05 1,500 $25,575 2,503
2023-06-02 20:31 2023-03-14 CBNK Capital Bancorp Inc Poynot Steven M Officer BUY $17.00 1,000 $16,999 1,000
2023-06-03 04:47 2023-06-01 LARK LANDMARK BANCORP INC LEWIS JIM Director BUY $20.79 133 $2,765 127,795
2023-06-03 04:45 2023-06-01 LARK LANDMARK BANCORP INC BALL RICHARD Director BUY $20.79 67 $1,393 175,125
2023-06-02 21:58 2023-04-27 ATLO AMES NATIONAL CORP Forth Steven D Director BUY $18.77 700 $13,140 3,620
2023-06-02 20:30 2023-06-01 SFST SOUTHERN FIRST BANCSHARES INC ELLISON DAVID G Director BUY $23.90 200 $4,780 47,226
2023-06-02 00:33 2023-05-31 HBAN HUNTINGTON BANCSHARES INC /MD/ Diaz-Granados Rafael Director BUY $10.35 200 $2,070 200
2023-06-01 19:01 2023-05-22 CARE Carter Bankshares, Inc. Adams Arthur Loran Officer SELL $14.08 1,961 $27,616 7,555
2023-06-01 23:00 2023-05-31 TBBK Bancorp, Inc. Cohn Matthew Director BUY $31.79 508 $16,149 138,555
2023-06-02 00:32 2023-05-30 HBAN HUNTINGTON BANCSHARES INC /MD/ TORGOW GARY Director BUY $10.56 23,680 $250,134 933,816
2023-06-01 19:12 2023-05-31 DCOM Dime Community Bancshares, Inc. /NY/ MAHON KENNETH J Director BUY $16.24 300 $4,872 278,384
2023-06-01 18:54 2023-05-31 ATLO AMES NATIONAL CORP Cassabaum Michelle R Director BUY $18.13 330 $5,983 4,573
2023-06-01 16:44 2023-05-31 LCNB LCNB CORP Lawson Takeitha W Director BUY $14.15 49 $693 1,042
2023-05-31 18:08 2023-05-26 ASRV AMERISERV FINANCIAL INC /PA/ Huerth James T Officer BUY $2.78 600 $1,668 24,484
2023-06-01 03:25 2023-05-26 LARK LANDMARK BANCORP INC LEWIS JIM Director BUY $20.21 100 $2,021 127,628
2023-06-01 03:22 2023-05-26 LARK LANDMARK BANCORP INC BALL RICHARD Director BUY $20.32 66 $1,341 175,058
2023-05-31 20:39 2023-05-31 SFST SOUTHERN FIRST BANCSHARES INC ELLISON DAVID G Director BUY $23.12 250 $5,780 47,026
2023-05-31 01:33 2023-05-25 KEY KEYCORP /NEW/ Brady Amy G. Officer SELL $10.01 25,015 $250,503 94,106
2023-05-30 23:03 2023-05-26 TBBK Bancorp, Inc. Terry Jennifer F Officer SELL $32.80 3,051 $100,082 21,807
2023-05-30 23:01 2023-05-25 TBBK Bancorp, Inc. Pareigat Thomas G. Officer SELL $32.00 15,662 $501,248 75,437
2023-05-30 22:18 2023-05-25 DCOM Dime Community Bancshares, Inc. /NY/ MAHON KENNETH J Director BUY $17.18 350 $6,011 278,084
2023-05-30 23:09 2023-05-24 LCNB LCNB CORP Lawson Takeitha W Director BUY $14.45 104 $1,502 993
2023-05-30 23:09 2023-05-30 LCNB LCNB CORP Krehbiel Anne E Director BUY $14.47 1,000 $14,470 8,258
2023-05-30 19:03 2023-05-26 CHCO CITY HOLDING CO Rowe Sharon H Director SELL $88.51 395 $34,962 12,348
2023-05-26 17:39 2023-05-24 NWBI Northwest Bancshares, Inc. Colestro James M Officer SELL $11.03 248 $2,735 18,885
2023-05-27 00:04 2023-05-25 TBBK Bancorp, Inc. Cohn Matthew Director BUY $32.29 1,322 $42,686 138,047
2023-05-26 23:09 2023-05-25 TBBK Bancorp, Inc. Creuzot Cheryl Director SELL $32.57 1,860 $60,580 5,620
2023-05-26 19:25 2023-05-25 SFST SOUTHERN FIRST BANCSHARES INC King Silvia T Officer BUY $24.16 500 $12,078 1,700
2023-05-26 14:43 2023-05-25 LCNB LCNB CORP Johnson Craig Millis Director BUY $14.47 1,000 $14,470 6,000
2023-05-26 14:42 2023-05-25 LCNB LCNB CORP Meilstrup Eric J Director, Officer BUY $14.54 300 $4,363 31,751
2023-05-26 14:42 2023-05-25 LCNB LCNB CORP Miller Michael Robert Officer BUY $14.53 1,000 $14,532 15,810
2023-05-25 14:42 2023-05-23 NWBI Northwest Bancshares, Inc. Colestro James M Officer SELL $10.74 39 $419 19,133
2023-05-25 14:09 2023-05-24 ENBP ENB Financial Corp Hoffman Joshua E. Director BUY $13.95 350 $4,883 7,364
2023-05-26 04:56 2023-05-24 LARK LANDMARK BANCORP INC LEWIS JIM Director BUY $20.38 2,267 $46,198 127,528
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.