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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2023-03-17 00:03 | 2023-03-14 | FULT | FULTON FINANCIAL CORP | Mueller Meg R | Officer | OPT+S | $15.71 | 9,952 | $156,327 | 82,650 |
| 2023-03-16 23:26 | 2023-03-14 | PNC | PNC FINANCIAL SERVICES GROUP, INC. | Lyons Michael P. | Officer | SELL | $129.65 | 5,800 | $751,992 | 189,834 |
| 2023-03-16 16:58 | 2023-03-14 | NWBI | Northwest Bancshares, Inc. | Laws Richard K | Officer | OPT+S | $12.97 | 2,348 | $30,454 | 47,580 |
| 2023-03-16 17:50 | 2023-03-15 | N/A | WILSON BANK HOLDING CO | Oakley Clark | Officer | BUY | $67.85 | 4 | $271 | 3,017 |
| 2023-03-16 20:52 | 2023-03-15 | FUNC | FIRST UNITED CORP/MD/ | Rodeheaver Carissa Lynn | Director, Officer | BUY | $17.42 | 226 | $3,937 | 39,223 |
| 2023-03-16 20:08 | 2023-03-15 | NKSH | NATIONAL BANKSHARES INC | BALL LAWRENCE J | Director | BUY | $36.50 | 500 | $18,250 | 12,500 |
| 2023-03-16 16:58 | 2023-03-15 | CBU | COMMUNITY FINANCIAL SYSTEM, INC. | STEELE SALLY A | Director | BUY | $53.46 | 2,000 | $106,923 | 4,585 |
| 2023-03-16 20:34 | 2023-03-15 | NKSH | NATIONAL BANKSHARES INC | MILLER MARY G | Director | BUY | $38.00 | 90 | $3,420 | 6,500 |
| 2023-03-17 00:04 | 2023-03-14 | KEY | KEYCORP /NEW/ | GILLIS RUTH ANN M | Director | BUY | $12.95 | 2,000 | $25,900 | 42,961 |
| 2023-03-16 22:47 | 2023-03-14 | UBFO | UNITED SECURITY BANCSHARES | ELLITHORPE G THOMPSON | Director | BUY | $6.76 | 1,000 | $6,760 | 154,735 |
| 2023-03-16 19:04 | 2023-03-06 | CFBK | CF BANKSHARES INC. | O'Dell Timothy T | Director, Officer | BUY | $20.73 | 1,000 | $20,725 | 4,279 |
| 2023-03-16 20:50 | 2023-03-15 | CBKM | CONSUMERS BANCORP INC /OH/ | Goris Bradley | Director | BUY | $19.22 | 260 | $5,000 | 14,493 |
| 2023-03-16 20:46 | 2023-03-15 | CBKM | CONSUMERS BANCORP INC /OH/ | PADEN FRANK L | Director | BUY | $19.22 | 104 | $2,000 | 7,852 |
| 2023-03-16 16:53 | 2023-03-15 | OCFC | OCEANFIRST FINANCIAL CORP | Lebel Joseph III | Director, Officer | BUY | $21.99 | 1,000 | $21,990 | 3,000 |
| 2023-03-15 20:59 | 2023-03-14 | VLY | VALLEY NATIONAL BANCORP | WILLIAMS SIDNEY S | Director | BUY | $9.72 | 101 | $981 | 10,955 |
| 2023-03-15 16:00 | 2023-03-14 | CARE | Carter Bankshares, Inc. | Stephens Curtis E | Director | BUY | $14.31 | 34 | $487 | 2,866 |
| 2023-03-15 15:58 | 2023-03-14 | CARE | Carter Bankshares, Inc. | BIRD MICHAEL R | Director | BUY | $14.31 | 35 | $501 | 10,410 |
| 2023-03-15 15:56 | 2023-03-14 | CARE | Carter Bankshares, Inc. | Adams Arthur Loran | Officer | BUY | $14.31 | 21 | $301 | 7,769 |
| 2023-03-15 17:17 | 2023-03-14 | VLY | VALLEY NATIONAL BANCORP | MAIO PETER V | Director | BUY | $10.93 | 500 | $5,465 | 38,014 |
| 2023-03-15 20:51 | 2023-03-13 | CFR | CULLEN/FROST BANKERS, INC. | Severyn Carol Jean | Officer | BUY | $107.30 | 1,500 | $160,950 | 5,371 |
| 2023-03-15 19:54 | 2023-03-15 | CFR | CULLEN/FROST BANKERS, INC. | Wolfshohl Candace K | Officer | BUY | $108.28 | 700 | $75,796 | 16,291 |
| 2023-03-15 22:37 | 2023-03-15 | VLY | VALLEY NATIONAL BANCORP | Robbins Ira | Director, Officer | BUY | $9.50 | 5,000 | $47,500 | 542,439 |
| 2023-03-15 17:01 | 2023-03-14 | VLY | VALLEY NATIONAL BANCORP | Steans Jennifer W | Director | BUY | $10.04 | 150,000 | $1,505,505 | 517,599 |
| 2023-03-15 16:18 | 2023-03-14 | VLY | VALLEY NATIONAL BANCORP | SANI SURESH L | Director | BUY | $10.19 | 4,873 | $49,653 | 45,473 |
| 2023-03-15 17:45 | 2023-03-14 | CBNK | Capital Bancorp Inc | Poynot Steven M | Officer | BUY | $17.00 | 1,000 | $16,999 | 3,000 |
| 2023-03-15 16:08 | 2023-03-14 | CBNK | Capital Bancorp Inc | Levitt Randall James | Director | BUY | $17.25 | 15,000 | $258,750 | 30,700 |
| 2023-03-15 23:59 | 2023-03-10 | CASH | PATHWARD FINANCIAL, INC. | Moore Frederick V | Director | SELL | $46.61 | 3,350 | $156,144 | 4,110 |
| 2023-03-16 00:06 | 2023-03-14 | VLY | VALLEY NATIONAL BANCORP | EDELSTEIN ERIC P | Director | BUY | $10.15 | 20,000 | $202,916 | 110,732 |
| 2023-03-15 23:13 | 2023-03-14 | FCF | FIRST COMMONWEALTH FINANCIAL CORP /PA/ | CHARLEY RAY T | Director | BUY | $13.03 | 8,000 | $104,240 | 321,174 |
| 2023-03-15 17:42 | 2023-03-14 | VLY | VALLEY NATIONAL BANCORP | WILKS JEFFREY S | Director | BUY | $10.47 | 8,000 | $83,748 | 76,026 |
| 2023-03-16 02:35 | 2023-03-15 | HOPE | HOPE BANCORP INC | LEWIS WILLIAM J | Director | BUY | $10.60 | 10,000 | $106,040 | 27,887 |
| 2023-03-15 22:22 | 2023-03-15 | CBKM | CONSUMERS BANCORP INC /OH/ | L'italien Shawna | Director | BUY | $19.50 | 250 | $4,875 | 3,882 |
| 2023-03-15 20:23 | 2023-03-15 | CBKM | CONSUMERS BANCORP INC /OH/ | WILLIAMS DEREK G | Officer | BUY | $19.45 | 100 | $1,945 | 10,654 |
| 2023-03-15 18:56 | 2023-03-13 | OCFC | OCEANFIRST FINANCIAL CORP | Murphy Joseph M. Jr. | Director | BUY | $21.93 | 3,643 | $79,891 | 3,643 |
| 2023-03-15 18:56 | 2023-03-13 | OCFC | OCEANFIRST FINANCIAL CORP | Tsimbinos Steven James | Officer | BUY | $22.12 | 2,000 | $44,240 | 3,000 |
| 2023-03-15 18:56 | 2023-03-13 | OCFC | OCEANFIRST FINANCIAL CORP | Lebel Joseph III | Director, Officer | BUY | $21.99 | 1,000 | $21,990 | 3,000 |
| 2023-03-14 22:38 | 2023-03-13 | CFR | CULLEN/FROST BANKERS, INC. | John Howard Willome | Director | BUY | $107.00 | 2,000 | $214,000 | 7,000 |
| 2023-03-15 00:09 | 2023-03-14 | VLY | VALLEY NATIONAL BANCORP | SCHULTZ MELISSA J | Director | BUY | $10.21 | 15,000 | $153,150 | 60,289 |
| 2023-03-15 00:42 | 2023-03-13 | MRBK | Meridian Corp | Holland Robert T. | Director | BUY | $27.49 | 600 | $16,492 | 31,976 |
| 2023-03-14 23:09 | 2023-03-10 | KEY | KEYCORP /NEW/ | Brady Amy G. | Officer | SELL | $15.58 | 45,000 | $701,100 | 119,121 |
| 2023-03-15 00:16 | 2023-03-14 | VLY | VALLEY NATIONAL BANCORP | Baum Peter J | Director | BUY | $10.93 | 2,500 | $27,325 | 72,394 |
| 2023-03-15 01:31 | 2023-03-13 | CBU | COMMUNITY FINANCIAL SYSTEM, INC. | Bolus Mark J. | Director | OPT+S | $52.87 | 468 | $24,745 | 85,153 |
| 2023-03-15 01:40 | 2023-03-13 | STEL | Stellar Bancorp, Inc. | Swinbank Joe B | Director | BUY | $26.41 | 37,841 | $999,426 | 199,733 |
| 2023-03-15 00:23 | 2023-03-14 | VLY | VALLEY NATIONAL BANCORP | Steans Jennifer W | Director | BUY | $10.29 | 50,000 | $514,500 | 105,000 |
| 2023-03-14 20:46 | 2023-03-14 | VLY | VALLEY NATIONAL BANCORP | LENNER MARC J | Director | BUY | $10.93 | 5,000 | $54,650 | 93,670 |
| 2023-03-14 19:16 | 2023-03-13 | CBNK | Capital Bancorp Inc | Levitt Randall James | Director | BUY | $16.50 | 700 | $11,550 | 15,700 |
| 2023-03-15 00:40 | 2023-03-13 | TBBK | Bancorp, Inc. | Cohn Matthew | Director | BUY | $26.50 | 2,000 | $53,000 | 118,725 |
| 2023-03-15 01:27 | 2023-03-13 | STEL | Stellar Bancorp, Inc. | Penland Joe Sr | Director | BUY | $26.94 | 10,000 | $269,388 | 223,170 |
| 2023-03-15 01:00 | 2023-03-13 | CBU | COMMUNITY FINANCIAL SYSTEM, INC. | ACE BRIAN R | Director | OPT+S | $52.57 | 483 | $25,393 | 63,011 |
| 2023-03-14 15:52 | 2023-03-13 | FCF | FIRST COMMONWEALTH FINANCIAL CORP /PA/ | CHARLEY RAY T | Director | BUY | $13.26 | 4,000 | $53,040 | 313,174 |
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.