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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
2023-05-16 23:38 2023-05-15 MRBK Meridian Corp Annas Christopher J. Director, Officer BUY $9.10 5,000 $45,500 352,378
2023-05-16 23:34 2023-05-15 JPM JPMORGAN CHASE & CO Scher Peter Officer SELL $135.02 1,240 $167,421 45,056
2023-05-16 23:34 2023-05-15 JPM JPMORGAN CHASE & CO BACON ASHLEY Officer SELL $135.00 16,766 $2,263,462 195,356
2023-05-16 18:34 2023-05-16 CMTV COMMUNITY BANCORP /VT Caldwell Christopher L. Officer BUY $18.05 500 $9,023 3,400
2023-05-16 23:03 2023-05-12 HBAN HUNTINGTON BANCSHARES INC /MD/ Heller Paul G Officer SELL $9.19 160,000 $1,470,256 460,117
2023-05-16 23:34 2023-05-15 JPM JPMORGAN CHASE & CO Petno Douglas B Officer SELL $134.90 4,932 $665,331 282,091
2023-05-16 23:34 2023-05-15 JPM JPMORGAN CHASE & CO Erdoes Mary E. Officer SELL $134.81 8,119 $1,094,483 568,491
2023-05-16 23:34 2023-05-15 JPM JPMORGAN CHASE & CO Beer Lori A Officer SELL $135.00 15,926 $2,150,066 41,196
2023-05-16 18:44 2023-05-15 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $13.30 300 $3,990 40,240
2023-05-16 20:26 2023-05-16 N/A WILSON BANK HOLDING CO RICHERSON HERBERT ELMER Director BUY $69.00 514 $35,466 79,454
2023-05-16 17:57 2023-05-16 ATLO AMES NATIONAL CORP PIERSCHBACHER JOHN L Director, Officer BUY $18.15 200 $3,630 7,100
2023-05-16 16:48 2023-05-15 ATLO AMES NATIONAL CORP LARSON JAMES R II Director BUY $17.95 200 $3,590 32,500
2023-05-16 20:29 2023-05-16 PFIS PEOPLES FINANCIAL SERVICES CORP. Aubrey William E II Director BUY $38.46 2,715 $104,419 55,000
2023-05-16 20:04 2023-05-15 PFIS PEOPLES FINANCIAL SERVICES CORP. LOCHEN RICHARD S JR Director BUY $37.00 1,000 $37,000 13,843
2023-05-16 19:00 2023-05-15 PFIS PEOPLES FINANCIAL SERVICES CORP. KUKUCHKA RONALD G Director BUY $37.00 2,500 $92,500 30,838
2023-05-16 23:23 2023-05-12 TRMK TRUSTMARK CORP BAKER ADOLPHUS B Director BUY $20.76 2,000 $41,510 49,220
2023-05-16 23:24 2023-05-12 TRMK TRUSTMARK CORP PUCKETT RICHARD H Director BUY $20.76 4,000 $83,020 42,837
2023-05-16 22:36 2023-05-12 OCFC OCEANFIRST FINANCIAL CORP Maher Christopher Director, Officer BUY $13.10 2,000 $26,209 5,000
2023-05-15 22:46 2023-05-12 SFNC SIMMONS FIRST NATIONAL CORP Brogdon James M Officer BUY $14.98 15,000 $224,700 24,108
2023-05-15 21:23 2023-05-12 ALRS Alerus Financial Corporation Lorenson Katie A Director, Officer BUY $13.90 1,438 $19,988 38,836
2023-05-15 16:05 2023-05-12 FULT FULTON FINANCIAL CORP Myers Curtis J Director, Officer BUY $9.81 15,000 $147,156 157,044
2023-05-15 16:56 2023-05-12 CMTV COMMUNITY BANCORP /VT Wheeler James G. Jr. Director BUY $18.75 383 $7,181 4,000
2023-05-15 20:56 2023-05-11 CAC CAMDEN NATIONAL CORP Flanagan David C Director BUY $29.34 3,397 $99,655 25,555
2023-05-15 21:22 2023-05-12 ALRS Alerus Financial Corporation Vetter Galen G Director BUY $13.88 1,980 $27,473 1,318
2023-05-16 01:03 2023-05-12 FHN FIRST HORIZON CORP FENSTERMAKER WILLIAM H Director BUY $9.56 2,950 $28,190 246,312
2023-05-15 16:04 2023-05-11 FULT FULTON FINANCIAL CORP MCCOLLOM MARK R Officer BUY $9.74 10,000 $97,400 71,503
2023-05-15 23:00 2023-05-11 FISI FINANCIAL INSTITUTIONS INC HOLLIDAY SUSAN R Director BUY $15.70 1,000 $15,700 1,000
2023-05-16 00:01 2023-05-08 PRK PARK NATIONAL CORP /OH/ DELAWDER DAN Director BUY $104.52 600 $62,712 600
2023-05-16 00:24 2023-05-15 WAFD WAFD INC GRANT DAVID K Director BUY $13.72 5,000 $68,600 20,000
2023-05-15 17:46 2023-05-11 ATLO AMES NATIONAL CORP NELSON JOHN PATRICK Director, Officer BUY $17.89 1,003 $17,944 13,388
2023-05-15 17:29 2023-05-12 ATLO AMES NATIONAL CORP Hagan Patrick G Director BUY $17.85 500 $8,925 6,135
2023-05-15 23:15 2023-05-12 SMBK SMARTFINANCIAL INC. Wolpert Geoffrey Alan Director BUY $20.01 2,500 $50,025 93,926
2023-05-15 23:15 2023-05-12 SMBK SMARTFINANCIAL INC. Miller Ted Charles Director BUY $20.00 4,999 $99,980 140,325
2023-05-12 20:34 2023-05-11 WAFD WAFD INC Endrizzi James Officer BUY $13.31 748 $9,956 748
2023-05-12 22:59 2023-05-11 ALRS Alerus Financial Corporation ESTEP JANET O Director BUY $13.41 3,717 $49,835 8,156
2023-05-12 20:10 2023-05-11 SFNC SIMMONS FIRST NATIONAL CORP Massanelli Stephen C Officer BUY $14.75 500 $7,375 78,829
2023-05-12 23:39 2023-05-12 CHCO CITY HOLDING CO Jones J. Thomas Director BUY $83.00 200 $16,600 4,980
2023-05-12 19:42 2023-05-12 ENBP ENB Financial Corp Stauffer Jeffrey Director, Officer BUY $13.24 296 $3,918 10,312
2023-05-13 00:03 2023-05-11 VABK Virginia National Bankshares Corp ADAMS JOHN BUCHANAN JR Director BUY $29.71 170 $5,051 21,783
2023-05-12 19:58 2023-05-11 WAFD WAFD INC TALBOT RANDALL H Director BUY $25.18 5,000 $125,900 56,879
2023-05-13 02:51 2023-05-11 WAFD WAFD INC GRANT DAVID K Director BUY $13.35 15,000 $200,297 15,000
2023-05-12 19:36 2023-05-11 WAFD WAFD INC GRANT DAVID K Director BUY $24.94 10,000 $249,350 57,629
2023-05-13 03:44 2023-05-11 LARK LANDMARK BANCORP INC BALL RICHARD Director BUY $19.75 387 $7,644 173,859
2023-05-13 03:44 2023-05-11 LARK LANDMARK BANCORP INC LEWIS JIM Director BUY $19.75 775 $15,309 125,261
2023-05-12 22:41 2023-05-12 ATLO AMES NATIONAL CORP Thomas Robert A BUY $17.80 500 $8,900 1,900
2023-05-12 20:34 2023-05-12 ATLO AMES NATIONAL CORP Bauer Scott T BUY $17.93 200 $3,586 3,089
2023-05-12 20:29 2023-05-11 ATLO AMES NATIONAL CORP LARSON JAMES R II Director BUY $17.95 300 $5,385 32,300
2023-05-12 16:12 2023-05-11 ATLO AMES NATIONAL CORP Eslinger Lisa M Director BUY $17.89 200 $3,578 2,853
2023-05-13 00:01 2023-05-11 SHBI SHORE BANCSHARES INC WAYSON KONRAD Director BUY $10.83 3,000 $32,490 60,889
2023-05-12 21:54 2023-05-10 OCFC OCEANFIRST FINANCIAL CORP Maher Christopher Director, Officer BUY $13.12 2,000 $26,232 3,000
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.