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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
2023-03-02 00:20 2023-02-28 SHBI SHORE BANCSHARES INC LAMON JOHN Director BUY $17.09 357 $6,101 54,242
2023-03-01 01:30 2023-02-27 HWBK HAWTHORN BANCSHARES, INC. States Jonathan L Director BUY $25.42 1,976 $50,230 1,976
2023-02-28 16:25 2023-02-27 CMTV COMMUNITY BANCORP /VT Moore Jeffrey Lee Director BUY $20.50 1,000 $20,500 7,440
2023-02-28 18:39 2023-02-27 BANF BANCFIRST CORP /OK/ Lawrence Kevin Officer OPT+S $92.00 2,291 $210,772 10,000
2023-03-01 00:16 2023-02-24 CFBK CF BANKSHARES INC. O'Dell Timothy T Director, Officer BUY $20.88 300 $6,263 277,628
2023-03-01 00:16 2023-02-27 SHBI SHORE BANCSHARES INC Esham William E. III Director BUY $17.15 1,403 $24,061 7,880
2023-02-28 00:56 2023-02-23 WFC WELLS FARGO & COMPANY/MN Santos Kleber Officer SELL $46.27 34,698 $1,605,476 19,590
2023-02-27 18:50 2023-02-23 TBBK Bancorp, Inc. Mielke Daniela Director BUY $34.64 1,400 $48,502 18,180
2023-02-28 00:54 2023-02-24 FHN FIRST HORIZON CORP JORDAN D BRYAN Director, Officer OPT+S $24.80 93,157 $2,310,294 1,396,259
2023-02-27 16:32 2023-02-24 CBKM CONSUMERS BANCORP INC /OH/ WOOD RENEE Officer BUY $20.00 250 $5,000 20,394
2023-02-25 01:35 2023-02-23 BAC BANK OF AMERICA CORP /DE/ Koder Matthew M Officer SELL $34.27 105,054 $3,600,411 319,803
2023-02-24 21:40 2023-02-24 FNB FNB CORP/PA/ Bena Pamela A Director BUY $14.07 350 $4,925 64,380
2023-02-25 02:36 2023-02-23 ONB OLD NATIONAL BANCORP /IN/ SCUDDER MICHAEL L Director, Officer SELL $18.00 25,000 $450,000 265,796
2023-02-24 18:49 2023-02-23 FDBC FIDELITY D & D BANCORP INC Hotchkiss Richard M. Director SELL $50.20 1,000 $50,200 23,050
2023-02-24 00:57 2023-02-08 WSBC WESBANCO INC Knouse-Snyder Denise H Director BUY $25.46 1,972 $50,205 1,972
2023-02-23 23:51 2022-02-23 VABK Virginia National Bankshares Corp Keyser Jay B Director BUY $39.68 500 $19,840 2,533
2023-02-23 20:47 2022-07-28 WABC WESTAMERICA BANCORPORATION Rizzardi Russell W Officer SELL $59.10 15 $887 0
2023-02-23 23:31 2023-02-22 SFST SOUTHERN FIRST BANCSHARES INC Locke Anna T Director BUY $40.70 675 $27,473 717
2023-02-22 17:37 2023-02-21 CMTV COMMUNITY BANCORP /VT Moore Jeffrey Lee Director BUY $20.10 200 $4,020 6,440
2023-02-22 21:05 2023-02-16 BFC Bank First Corp Molepske Michael B. Director, Officer SELL $80.25 10,000 $802,500 42,401
2023-02-23 05:10 2023-02-22 ONB OLD NATIONAL BANCORP /IN/ SCUDDER MICHAEL L Director, Officer SELL $17.70 8,244 $145,919 189,495
2023-02-23 00:57 2023-02-21 VLY VALLEY NATIONAL BANCORP ABRAMSON ANDREW B Director SELL $11.90 6,000 $71,400 212,062
2023-02-22 01:25 2023-02-17 C CITIGROUP INC COLE TITILOPE Officer SELL $51.11 12,001 $613,318 93
2023-02-22 03:03 2023-02-16 C CITIGROUP INC Whitaker Michael Officer SELL $51.63 12,500 $645,400 239,429
2023-02-21 23:36 2023-02-16 BFC Bank First Corp Molepske Michael B. Director, Officer SELL $80.25 10,000 $802,500 43,934
2023-02-22 01:37 2023-02-21 C CITIGROUP INC Wechter Sara Officer SELL $50.77 2,950 $149,772 82,779
2023-02-22 05:28 2023-02-21 ONB OLD NATIONAL BANCORP /IN/ SCUDDER MICHAEL L Director, Officer SELL $17.75 9,308 $165,217 204,297
2023-02-22 00:42 2023-02-17 UMBF UMB FINANCIAL CORP Beaird Robert Brian Officer SELL $91.72 385 $35,310 6,684
2023-02-21 20:47 2023-02-21 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $20.19 300 $6,057 55,660
2023-02-17 19:44 2023-02-16 N/A WILSON BANK HOLDING CO Foster` John Officer BUY $67.85 5 $339 9,116
2023-02-17 18:41 2023-02-15 FNB FNB CORP/PA/ GUERRIERI GARY L Officer SELL $14.61 5,000 $73,055 89,317
2023-02-17 20:06 2023-02-16 N/A WILSON BANK HOLDING CO POMINSKI LISA Officer BUY $67.85 10 $679 15,541
2023-02-17 19:54 2023-02-16 N/A WILSON BANK HOLDING CO MCDEARMAN JOHN Officer BUY $67.85 18 $1,221 14,976
2023-02-18 02:09 2023-02-16 ONB OLD NATIONAL BANCORP /IN/ SCUDDER MICHAEL L Director, Officer SELL $17.90 50,000 $895,000 290,796
2023-02-17 22:37 2023-02-15 UBFO UNITED SECURITY BANCSHARES WOODS DENNIS R Director, Officer BUY $7.85 5,000 $39,239 857,057
2023-02-17 00:10 2023-02-14 COF CAPITAL ONE FINANCIAL CORP Blinde Neal Officer SELL $115.16 8,000 $921,280 121,472
2023-02-16 20:28 2023-02-15 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $20.22 197 $3,983 36,804
2023-02-17 00:29 2023-02-15 UMBF UMB FINANCIAL CORP Cornelius James Officer SELL $90.62 2,800 $253,732 6,468
2023-02-15 17:35 2023-02-14 CARE Carter Bankshares, Inc. Stephens Curtis E Director BUY $17.44 28 $488 1,101
2023-02-15 17:55 2023-02-14 CARE Carter Bankshares, Inc. BIRD MICHAEL R Director BUY $17.44 28 $488 8,644
2023-02-15 17:59 2023-02-14 CARE Carter Bankshares, Inc. Midkiff Catharine L. Director SELL $17.34 1,000 $17,340 12,166
2023-02-15 17:51 2023-02-14 CARE Carter Bankshares, Inc. Adams Arthur Loran Officer BUY $17.44 16 $279 6,363
2023-02-15 19:58 2023-02-14 CFR CULLEN/FROST BANKERS, INC. Bracher Paul Officer OPT+S $130.97 5,848 $765,913 92,834
2023-02-14 18:47 2023-02-13 FFBC FIRST FINANCIAL BANCORP /OH/ DAVIS CLAUDE E Director SELL $25.55 25,000 $638,675 75,906
2023-02-14 20:20 2023-02-13 LARK LANDMARK BANCORP INC Sloan Wayne R Director BUY $23.00 500 $11,500 13,764
2023-02-15 00:16 2023-02-14 SHBI SHORE BANCSHARES INC Adkins Vance W. Officer BUY $17.40 500 $8,700 6,389
2023-02-14 00:03 2023-02-10 TBBK Bancorp, Inc. Caesar Erika R Officer SELL $34.78 4,388 $152,615 25,958
2023-02-14 00:53 2023-02-10 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Ellingsen Eric Officer SELL $52.51 377 $19,796 24,135
2023-02-11 01:02 2023-02-10 SNV SYNOVUS FINANCIAL CORP Dierdorff Thomas T Officer SELL $43.36 1,947 $84,422 9,314
2023-02-11 01:20 2023-02-08 DCOM Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director, 10% owner SELL $31.18 15,680 $488,975 5,914
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.