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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2023-03-15 02:35 | 2023-03-13 | WAFD | WAFD INC | BEARDALL BRENT J | Director, Officer | BUY | $30.20 | 1,600 | $48,320 | 28,894 |
| 2023-03-14 20:31 | 2023-03-13 | PNC | PNC FINANCIAL SERVICES GROUP, INC. | DEMCHAK WILLIAM S | Officer | BUY | $129.70 | 1,000 | $129,698 | 525,349 |
| 2023-03-14 16:30 | 2023-03-10 | TFC | TRUIST FINANCIAL CORP | RATCLIFFE DAVID M | Director | BUY | $38.08 | 13,125 | $499,820 | 39,025 |
| 2023-03-14 23:52 | 2023-03-13 | BANC | BANC OF CALIFORNIA, INC. | Barker James Andrew | Director | BUY | $13.50 | 15,000 | $202,491 | 139,680 |
| 2023-03-15 00:44 | 2023-03-01 | LARK | LANDMARK BANCORP INC | BALL RICHARD | Director | BUY | $22.15 | 2,609 | $57,801 | 925 |
| 2023-03-15 00:23 | 2023-03-13 | LARK | LANDMARK BANCORP INC | Moll Sandra J | Director | BUY | $22.00 | 975 | $21,449 | 1,101 |
| 2023-03-15 00:27 | 2023-03-14 | SFST | SOUTHERN FIRST BANCSHARES INC | ELLEFSON ANNE S | Director | BUY | $32.75 | 500 | $16,375 | 7,312 |
| 2023-03-15 00:04 | 2023-03-10 | SFST | SOUTHERN FIRST BANCSHARES INC | ELLEFSON ANNE S | Director | BUY | $36.50 | 250 | $9,125 | 6,812 |
| 2023-03-14 19:08 | 2023-03-13 | SFST | SOUTHERN FIRST BANCSHARES INC | ELLISON DAVID G | Director | BUY | $33.69 | 500 | $16,845 | 46,776 |
| 2023-03-15 00:04 | 2023-03-13 | UMBF | UMB FINANCIAL CORP | ROBBINS KRIS A | Director | BUY | $57.12 | 500 | $28,560 | 2,910 |
| 2023-03-14 20:29 | 2023-03-13 | CBKM | CONSUMERS BANCORP INC /OH/ | DODDS SCOTT E | Officer | BUY | $18.00 | 150 | $2,700 | 14,188 |
| 2023-03-13 22:57 | 2023-03-13 | CFR | CULLEN/FROST BANKERS, INC. | Avery Chris | Director | BUY | $108.09 | 5,000 | $540,425 | 13,000 |
| 2023-03-13 22:58 | 2023-03-13 | NWBI | Northwest Bancshares, Inc. | Reitzes Mark T. | Officer | BUY | $12.92 | 770 | $9,947 | 33,240 |
| 2023-03-13 23:00 | 2023-03-10 | TBBK | Bancorp, Inc. | Mielke Daniela | Director | BUY | $27.56 | 2,650 | $73,024 | 20,830 |
| 2023-03-13 17:17 | 2023-03-10 | ASRV | AMERISERV FINANCIAL INC /PA/ | STOPKO JEFFREY A | Officer | BUY | $3.86 | 1,500 | $5,789 | 118,488 |
| 2023-03-13 22:58 | 2023-03-09 | UBFO | UNITED SECURITY BANCSHARES | WOODS DENNIS R | Director, Officer | BUY | $7.26 | 5,000 | $36,284 | 864,057 |
| 2023-03-13 22:12 | 2023-03-13 | CFR | CULLEN/FROST BANKERS, INC. | GREEN PHILLIP D | Director, Officer | BUY | $106.59 | 9,500 | $1,012,622 | 114,729 |
| 2023-03-13 23:34 | 2023-03-13 | UMBF | UMB FINANCIAL CORP | SOSLAND L JOSHUA | Director | BUY | $57.55 | 1,000 | $57,550 | 12,241 |
| 2023-03-13 23:31 | 2023-03-10 | UMBF | UMB FINANCIAL CORP | Murphy Timothy R. | Director | BUY | $64.06 | 3,400 | $217,797 | 23,406 |
| 2023-03-13 23:15 | 2023-03-13 | CBKM | CONSUMERS BANCORP INC /OH/ | WILLIAMS DEREK G | Officer | BUY | $17.10 | 100 | $1,710 | 10,554 |
| 2023-03-13 23:08 | 2023-03-13 | CBKM | CONSUMERS BANCORP INC /OH/ | Lober Ralph J II | Director, Officer | BUY | $17.00 | 1,000 | $17,000 | 57,160 |
| 2023-03-13 20:08 | 2023-03-10 | CBKM | CONSUMERS BANCORP INC /OH/ | Parkinson John W | Director | BUY | $18.15 | 1,200 | $21,785 | 13,148 |
| 2023-03-11 01:16 | 2023-03-08 | VLY | VALLEY NATIONAL BANCORP | LANDAU DAFNA | Director | BUY | $10.99 | 100 | $1,099 | 100 |
| 2023-03-11 00:11 | 2023-03-09 | HWBK | HAWTHORN BANCSHARES, INC. | Hettinger Shawna M. | Director | BUY | $24.97 | 830 | $20,725 | 830 |
| 2023-03-10 19:59 | 2023-03-09 | NWBI | Northwest Bancshares, Inc. | Reitzes Mark T. | Officer | BUY | $12.75 | 1,959 | $24,972 | 32,470 |
| 2023-03-11 00:23 | 2023-03-10 | ENBP | ENB Financial Corp | Kitsch William J IV | Officer | BUY | $16.19 | 500 | $8,095 | 2,526 |
| 2023-03-11 00:58 | 2023-03-10 | AROW | Arrow Financial Corporation | DAKE GARY C | Director | BUY | $27.57 | 1,000 | $27,566 | 46,329 |
| 2023-03-10 22:16 | 2023-03-10 | WAFD | WAFD INC | TALBOT RANDALL H | Director | BUY | $31.10 | 3,500 | $108,850 | 51,879 |
| 2023-03-10 23:35 | 2023-03-08 | LARK | LANDMARK BANCORP INC | BALL RICHARD | Director | BUY | $22.30 | 3,294 | $73,471 | 170,801 |
| 2023-03-11 00:53 | 2023-03-10 | SFST | SOUTHERN FIRST BANCSHARES INC | Aiken William M. III | Officer | BUY | $38.21 | 1,000 | $38,210 | 7,800 |
| 2023-03-10 23:31 | 2023-03-10 | CBKM | CONSUMERS BANCORP INC /OH/ | Lober Ralph J II | Director, Officer | BUY | $18.50 | 500 | $9,250 | 56,160 |
| 2023-03-09 18:53 | 2023-03-08 | ALRS | Alerus Financial Corporation | Lorenson Katie A | Director, Officer | BUY | $18.94 | 789 | $14,941 | 36,493 |
| 2023-03-09 21:14 | 2023-03-09 | NKSH | NATIONAL BANKSHARES INC | MILLER MARY G | Director | BUY | $40.98 | 160 | $6,557 | 6,410 |
| 2023-03-08 20:35 | 2023-03-07 | NBTB | NBT BANCORP INC | Kingsley Scott Allen | Officer | BUY | $38.50 | 2,310 | $88,935 | 21,796 |
| 2023-03-08 23:06 | 2023-03-06 | CFBK | CF BANKSHARES INC. | O'Dell Timothy T | Director, Officer | BUY | $20.72 | 1,000 | $20,720 | 4,279 |
| 2023-03-09 00:41 | 2023-03-06 | UMBF | UMB FINANCIAL CORP | Harris Amy | Officer | SELL | $88.77 | 542 | $48,115 | 2,018 |
| 2023-03-07 21:48 | 2023-03-03 | FRME | FIRST MERCHANTS CORP | Lehman Gary | Director | OPT+S | $40.09 | 1,465 | $58,732 | 45,010 |
| 2023-03-06 20:41 | 2023-03-06 | NKSH | NATIONAL BANKSHARES INC | Johnson Mildred R | Director | BUY | $41.34 | 1,759 | $72,717 | 2,765 |
| 2023-03-07 00:17 | 2023-03-02 | UMBF | UMB FINANCIAL CORP | KEMPER J MARINER | Director, Officer | SELL | $88.29 | 1,204 | $106,300 | 1,913,888 |
| 2023-03-07 00:15 | 2023-03-02 | UMBF | UMB FINANCIAL CORP | KEMPER J MARINER | Director, Officer | SELL | $87.90 | 2,970 | $261,054 | 1,915,092 |
| 2023-03-07 00:11 | 2023-03-02 | UMBF | UMB FINANCIAL CORP | KEMPER J MARINER | Director, Officer | SELL | $87.41 | 3,902 | $341,073 | 1,918,062 |
| 2023-03-04 01:29 | 2023-02-06 | WSFS | WSFS FINANCIAL CORP | Kruzinski Shari | Officer | SELL | $50.03 | 920 | $46,023 | 10,395 |
| 2023-03-04 00:28 | 2023-03-01 | CBU | COMMUNITY FINANCIAL SYSTEM, INC. | Bolus Mark J. | Director | OPT+S | $60.54 | 4,163 | $252,024 | 85,153 |
| 2023-03-04 00:05 | 2023-03-01 | CBU | COMMUNITY FINANCIAL SYSTEM, INC. | ACE BRIAN R | Director | OPT+S | $60.54 | 4,148 | $251,120 | 63,011 |
| 2023-03-03 00:05 | 2023-03-01 | FISI | FINANCIAL INSTITUTIONS INC | Collins Laurie R | Officer | BUY | $24.75 | 800 | $19,800 | 800 |
| 2023-03-02 17:52 | 2023-03-02 | NEWT | NewtekOne, Inc. | SLOANE BARRY | Director, Officer | BUY | $15.32 | 10,000 | $153,200 | 1,108,048 |
| 2023-03-02 20:26 | 2023-03-01 | PNFP | Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B | MCCABE ROBERT A JR | Director, Officer | SELL | $73.38 | 24,168 | $1,773,540 | 302,071 |
| 2023-03-03 00:15 | 2023-02-23 | SHBI | SHORE BANCSHARES INC | STEVENS DONNA J. | Officer | BUY | $17.11 | 585 | $10,009 | 1,764 |
| 2023-03-01 21:38 | 2023-02-28 | CHCO | CITY HOLDING CO | BUMGARNER DAVID L | Officer | OPT+S | $99.19 | 400 | $39,676 | 10,885 |
| 2023-03-01 21:39 | 2023-02-28 | CHCO | CITY HOLDING CO | HAGEBOECK CHARLES R | Director, Officer | OPT+S | $98.54 | 7,660 | $754,854 | 52,598 |
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.