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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
2023-05-05 01:51 2023-05-04 FHN FIRST HORIZON CORP Davidson Wendy P Director BUY $10.09 10,000 $100,898 65,472
2023-05-04 23:14 2023-05-03 FISI FINANCIAL INSTITUTIONS INC BIRMINGHAM MARTIN KEARNEY Officer BUY $16.25 1,500 $24,375 112,277
2023-05-04 23:49 2023-05-04 FISI FINANCIAL INSTITUTIONS INC Latella Robert N Director BUY $15.06 10,000 $150,600 12,000
2023-05-04 23:12 2023-05-02 STEL Stellar Bancorp, Inc. Penland Joe Sr Director BUY $21.68 79,512 $1,723,788 227,170
2023-05-05 01:33 2023-05-03 SFNC SIMMONS FIRST NATIONAL CORP MAKRIS GEORGE JR Director, Officer BUY $16.22 10,000 $162,200 582,183
2023-05-04 23:12 2023-05-03 FISI FINANCIAL INSTITUTIONS INC DORN ANDREW W JR Director BUY $16.21 1,000 $16,210 30,587
2023-05-04 22:57 2023-05-04 SNV SYNOVUS FINANCIAL CORP MURPHY DIANA M Director BUY $26.44 3,775 $99,811 30,935
2023-05-04 18:22 2023-05-02 NBTB NBT BANCORP INC DELANEY TIMOTHY E Director BUY $29.77 40,000 $1,190,800 76,535
2023-05-05 00:46 2023-05-02 HOPE HOPE BANCORP INC Zuehls Dale S. Director BUY $8.09 12,500 $101,134 35,101
2023-05-04 21:02 2023-05-02 HOPE HOPE BANCORP INC Stenger Thomas Officer SELL $8.86 4,582 $40,597 39,293
2023-05-05 03:24 2023-05-03 BANC BANC OF CALIFORNIA, INC. SZNEWAJS ROBERT D Director BUY $10.96 3,200 $35,083 81,008
2023-05-05 01:59 2023-05-04 FHN FIRST HORIZON CORP REED COLIN V Director BUY $9.96 25,138 $250,405 187,027
2023-05-04 23:15 2023-05-04 SMBK SMARTFINANCIAL INC. Carroll William Young Jr. Director, Officer BUY $19.34 1,500 $29,010 113,472
2023-05-04 23:15 2023-05-04 SMBK SMARTFINANCIAL INC. Welborn Wesley Miller Director, Officer BUY $19.38 2,500 $48,450 89,069
2023-05-05 03:20 2023-05-04 UMBF UMB FINANCIAL CORP Davidson Janine Director BUY $53.56 500 $26,780 2,572
2023-05-04 19:57 2023-05-04 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $17.40 200 $3,480 58,087
2023-05-04 19:50 2023-05-03 CBKM CONSUMERS BANCORP INC /OH/ Parkinson John W Director BUY $17.44 500 $8,720 14,161
2023-05-03 23:31 2023-03-02 FULT FULTON FINANCIAL CORP Fiol Andrew B Officer BUY $14.44 248 $3,577 20,204
2023-05-03 14:48 2023-05-02 CMTV COMMUNITY BANCORP /VT Martin Carol Director BUY $19.00 200 $3,800 6,344
2023-05-03 18:14 2023-05-01 SNV SYNOVUS FINANCIAL CORP GREGORY ANDREW J. JR. Officer BUY $30.33 2,000 $60,660 28,809
2023-05-03 23:30 2023-05-03 FULT FULTON FINANCIAL CORP Campbell David M Officer OPT+S $11.19 10,514 $117,636 22,202
2023-05-03 21:03 2023-05-02 VABK Virginia National Bankshares Corp Dittmar William D Jr. Director BUY $30.92 3,000 $92,770 215,656
2023-05-03 20:48 2023-05-02 NWBI Northwest Bancshares, Inc. Tullio David M Director BUY $10.75 2,500 $26,863 20,118
2023-05-04 00:22 2023-05-01 SFNC SIMMONS FIRST NATIONAL CORP HUNT EUGENE Director BUY $16.68 1,000 $16,680 24,591
2023-05-03 15:08 2023-05-02 ENBP ENB Financial Corp Zimmerman Roger L Director BUY $14.75 1,300 $19,175 2,610
2023-05-04 00:54 2023-05-01 BOKF BOK FINANCIAL CORP Grunst Martin E Officer BUY $84.06 1,000 $84,064 30,597
2023-05-03 23:31 2023-03-16 FULT FULTON FINANCIAL CORP Wenger E Philip Director OPT+S $15.33 1 $8 0
2023-05-03 21:51 2023-05-01 N/A WILSON BANK HOLDING CO PATTON JAMES ANTHONY Director BUY $69.00 117 $8,073 64,029
2023-05-03 22:22 2023-05-03 N/A WILSON BANK HOLDING CO RICHERSON HERBERT ELMER Director BUY $69.00 15 $1,035 78,940
2023-05-03 23:27 2023-05-01 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Burdiss Paul E. Officer BUY $27.42 20,000 $548,436 14,500
2023-05-03 23:24 2023-05-03 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ SIMMONS HARRIS H Director, Officer BUY $24.16 20,000 $483,200 1,274,990
2023-05-02 20:56 2023-05-02 CARE Carter Bankshares, Inc. Haskins James W. Director SELL $13.28 1,000 $13,280 59,743
2023-05-02 20:09 2023-05-01 FNLC First Bancorp, Inc /ME/ Tolman Sarah Officer BUY $24.62 30 $739 9,165
2023-05-02 22:34 2023-04-28 SFNC SIMMONS FIRST NATIONAL CORP Massanelli Stephen C Officer BUY $16.44 10,000 $164,390 72,329
2023-05-02 23:52 2023-05-02 NKSH NATIONAL BANKSHARES INC Sanders Bobby D. II Officer BUY $27.50 150 $4,125 913
2023-05-02 23:40 2023-05-02 CARE Carter Bankshares, Inc. Bolton Robert M. Director BUY $12.77 500 $6,385 8,571
2023-05-03 01:38 2023-04-28 ONB OLD NATIONAL BANCORP /IN/ Brown Thomas Lynn Director BUY $13.56 5,000 $67,800 23,400
2023-05-03 01:47 2023-05-01 ONB OLD NATIONAL BANCORP /IN/ Hayley Kathryn Director BUY $13.34 7,500 $100,050 33,572
2023-05-02 22:33 2023-05-01 SFNC SIMMONS FIRST NATIONAL CORP DRILLING EDWARD Director BUY $16.29 6,000 $97,740 26,961
2023-05-02 22:31 2023-04-28 SFNC SIMMONS FIRST NATIONAL CORP Casteel Marty Director BUY $16.36 2,000 $32,720 193,366
2023-05-02 22:35 2023-05-01 SFNC SIMMONS FIRST NATIONAL CORP FEHLMAN ROBERT A Officer BUY $16.50 12,000 $198,000 147,607
2023-05-02 22:35 2023-05-01 UBFO UNITED SECURITY BANCSHARES WOODS DENNIS R Director, Officer BUY $5.93 2,500 $14,825 866,939
2023-05-02 23:39 2023-04-28 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ MCLEAN SCOTT J Officer BUY $27.44 37,000 $1,015,280 104,540
2023-05-02 14:19 2023-05-01 SMBK SMARTFINANCIAL INC. Welborn Wesley Miller Director, Officer BUY $20.89 525 $10,967 86,569
2023-05-03 00:12 2023-05-01 UMBF UMB FINANCIAL CORP Gordon Lansford E. Director BUY $61.13 1,700 $103,921 6,159
2023-05-02 23:05 2023-05-02 CBKM CONSUMERS BANCORP INC /OH/ Gano Ann M Director BUY $17.50 545 $9,538 1,545
2023-05-01 16:26 2023-04-27 WSFS WSFS FINANCIAL CORP Davis Christine Elizabeth Officer BUY $34.11 798 $27,220 1,753
2023-05-02 00:27 2023-04-28 USB US BANCORP DE Wine Scott W. Director BUY $32.85 30,438 $999,888 30,438
2023-05-01 21:31 2023-05-01 CARE Carter Bankshares, Inc. Van Dyke Litz H Director, Officer BUY $13.32 2,200 $29,304 39,446
2023-05-02 03:33 2023-05-01 BANC BANC OF CALIFORNIA, INC. WOLFF JARED M Director, Officer BUY $11.10 6,769 $75,118 217,204
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.