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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
2023-05-08 19:08 2023-05-05 CHCO CITY HOLDING CO Quinlan Michael T Jr Officer SELL $91.37 1,550 $141,624 3,400
2023-05-08 20:35 2023-05-04 SFNC SIMMONS FIRST NATIONAL CORP HUNT EUGENE Director BUY $15.23 175 $2,665 26,717
2023-05-08 23:33 2023-05-04 STEL Stellar Bancorp, Inc. Penland Joe Sr Director BUY $20.60 4,000 $82,400 4,000
2023-05-08 23:17 2023-05-04 FNLC First Bancorp, Inc /ME/ SMITH STUART G Director BUY $24.61 1,000 $24,610 104,356
2023-05-08 16:21 2023-05-05 FNLC First Bancorp, Inc /ME/ GREGORY ROBERT B Director BUY $24.00 1,000 $24,000 5,647
2023-05-09 00:05 2023-05-08 ATLO AMES NATIONAL CORP Hagan Patrick G Director BUY $18.40 150 $2,760 6,770
2023-05-09 01:07 2023-05-04 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Huang Claire A Director BUY $20.01 24,000 $480,283 6,000
2023-05-08 23:32 2023-05-05 SFST SOUTHERN FIRST BANCSHARES INC COTHRAN MARK A Director BUY $22.51 4,500 $101,293 103,691
2023-05-08 14:50 2023-05-04 SMBK SMARTFINANCIAL INC. Ogle David Austin Director BUY $19.48 2,554 $49,752 188,545
2023-05-08 23:44 2023-05-05 UMBF UMB FINANCIAL CORP Murphy Timothy R. Director BUY $57.68 1,800 $103,824 25,206
2023-05-08 18:57 2023-05-04 OCFC OCEANFIRST FINANCIAL CORP Barrett Patrick Sean Officer BUY $19.11 1,000 $19,111 2,000
2023-05-08 18:51 2023-05-04 OCFC OCEANFIRST FINANCIAL CORP Lebel Joseph III Director, Officer BUY $19.00 1,000 $19,000 4,000
2023-05-05 23:18 2023-05-05 SNV SYNOVUS FINANCIAL CORP Irby John H. Director BUY $28.20 3,575 $100,815 13,706
2023-05-05 23:17 2023-05-05 SNV SYNOVUS FINANCIAL CORP Bishop Daniel Zachary Officer BUY $27.96 1,000 $27,960 32,541
2023-05-05 23:17 2023-05-05 SNV SYNOVUS FINANCIAL CORP Creson Shellie Officer BUY $28.33 2,800 $79,324 34,648
2023-05-05 21:55 2023-05-05 CMTV COMMUNITY BANCORP /VT Marvin Emma Director BUY $19.00 100 $1,900 2,469
2023-05-05 23:31 2023-05-03 HBAN HUNTINGTON BANCSHARES INC /MD/ Wasserman Zachary Jacob Officer SELL $10.25 98,608 $1,010,574 188,767
2023-05-05 18:05 2023-05-04 WSBC WESBANCO INC Knouse-Snyder Denise H Director BUY $21.45 500 $10,727 9,561
2023-05-05 23:00 2023-05-04 FISI FINANCIAL INSTITUTIONS INC Glaser Robert M Director BUY $14.56 1,500 $21,840 1,500
2023-05-05 14:48 2023-05-04 CMTV COMMUNITY BANCORP /VT Wheeler James G. Jr. Director BUY $18.75 617 $11,569 3,617
2023-05-06 00:04 2023-05-05 USB US BANCORP DE McKenney Richard P Director BUY $30.37 20,000 $607,320 20,000
2023-05-05 23:21 2023-05-04 STEL Stellar Bancorp, Inc. Penland Joe Sr Director BUY $20.92 16,488 $344,876 577,864
2023-05-06 00:18 2023-05-04 BOKF BOK FINANCIAL CORP JOULLIAN EDWARD C IV Director BUY $78.12 1,920 $149,990 6,269
2023-05-05 20:10 2023-05-03 NWBI Northwest Bancshares, Inc. CAMPANA ROBERT M Director BUY $10.82 4,009 $43,388 55,601
2023-05-06 01:47 2023-05-04 HAFC HANMI FINANCIAL CORP Chung Harry Director BUY $14.07 3,000 $42,195 26,102
2023-05-05 23:58 2023-05-04 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Robinson Rebecca K Officer BUY $20.38 10,000 $203,780 10,360
2023-05-06 00:22 2023-05-05 SFST SOUTHERN FIRST BANCSHARES INC Aiken William M. III Officer BUY $22.52 400 $9,008 8,200
2023-05-06 00:16 2023-05-04 SFST SOUTHERN FIRST BANCSHARES INC Grayson-Caprio Terry Director BUY $21.16 1,000 $21,160 3,240
2023-05-06 00:05 2023-05-04 SFST SOUTHERN FIRST BANCSHARES INC Borrmann David Andrew Officer BUY $21.45 200 $4,290 8,700
2023-05-05 23:15 2023-05-04 SMBK SMARTFINANCIAL INC. Carroll William Young Jr. Director, Officer BUY $19.33 1,500 $28,995 112,472
2023-05-05 01:34 2023-05-02 SFNC SIMMONS FIRST NATIONAL CORP YANEY STEWART BRADLEY Officer BUY $16.52 300 $4,956 13,955
2023-05-04 23:00 2023-05-03 FISI FINANCIAL INSTITUTIONS INC Plants William Jack II Officer BUY $16.17 1,500 $24,258 2,137
2023-05-04 22:26 2023-05-04 WABC WESTAMERICA BANCORPORATION Chiesa Melanie Martella Director BUY $36.69 250 $9,173 250
2023-05-04 22:42 2023-05-04 WABC WESTAMERICA BANCORPORATION Hassid Michele R. Director BUY $37.70 265 $9,991 623
2023-05-05 00:27 2023-05-02 AMTB Amerant Bancorp Inc. Martin Silvio Marshall Officer BUY $16.69 1,000 $16,693 4,955
2023-05-04 19:45 2023-05-04 NKSH NATIONAL BANKSHARES INC Fitzwater Norman V III Director BUY $28.50 250 $7,125 8,250
2023-05-04 23:00 2023-05-03 FISI FINANCIAL INSTITUTIONS INC Burruano Samuel J Jr Officer BUY $15.82 1,000 $15,820 7,155
2023-05-04 22:57 2023-05-04 SNV SYNOVUS FINANCIAL CORP Blair Kevin S. Officer BUY $26.30 4,600 $120,980 86,939
2023-05-05 00:17 2023-05-03 KEY KEYCORP /NEW/ Paine Andrew J III Officer BUY $9.78 75,000 $733,500 335,414
2023-05-05 01:12 2023-05-02 FUNC FIRST UNITED CORP/MD/ Boal Brian R. Director BUY $14.89 71 $1,064 14,728
2023-05-04 23:08 2023-05-03 VABK Virginia National Bankshares Corp BAYES VIRGINIA R Officer BUY $30.70 2,000 $61,400 16,797
2023-05-04 22:40 2023-05-03 VABK Virginia National Bankshares Corp Rust Glenn W Director, Officer BUY $30.90 229 $7,076 48,683
2023-05-04 23:43 2023-05-02 TFC TRUIST FINANCIAL CORP PATTON CHARLES A Director BUY $19.00 5,000 $94,993 3,668
2023-05-04 23:07 2023-05-02 STEL Stellar Bancorp, Inc. Wilson William E Jr Director BUY $21.97 20,440 $449,130 440
2023-05-04 23:45 2023-05-03 STEL Stellar Bancorp, Inc. Williams John E Jr Director BUY $21.96 45,000 $988,290 1,277,860
2023-05-05 01:33 2023-05-02 SFNC SIMMONS FIRST NATIONAL CORP HUNT EUGENE Director BUY $15.32 1,000 $15,320 25,591
2023-05-05 00:09 2023-05-04 CFR CULLEN/FROST BANKERS, INC. Berman Bobby Officer BUY $95.25 1,500 $142,875 26,662
2023-05-05 01:09 2023-05-02 FUNC FIRST UNITED CORP/MD/ Rush Jason Barry Officer BUY $14.89 135 $2,012 20,805
2023-05-05 01:18 2023-05-02 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $14.59 291 $4,249 39,940
2023-05-04 23:24 2023-05-04 ONB OLD NATIONAL BANCORP /IN/ Ryan James C III Director, Officer BUY $12.22 8,200 $100,203 625,066
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.