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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
2023-02-11 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
2023-02-10 00:30 2023-02-07 FULT FULTON FINANCIAL CORP Martin George K Director BUY $17.16 2,910 $49,921 8,870
2023-02-10 00:05 2023-02-08 FISI FINANCIAL INSTITUTIONS INC Burruano Samuel J Jr Officer BUY $24.70 500 $12,350 4,555
2023-02-09 19:16 2023-02-08 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B MCCABE ROBERT A JR Director, Officer SELL $82.26 3 $247 306,249
2023-02-10 01:01 2023-02-08 PFIS PEOPLES FINANCIAL SERVICES CORP. LOCHEN RICHARD S JR Director BUY $53.10 800 $42,480 12,943
2023-02-10 01:00 2023-02-09 SMBK SMARTFINANCIAL INC. Welborn Wesley Miller Director, Officer BUY $27.19 159 $4,323 86,044
2023-02-10 00:15 2023-02-08 SHBI SHORE BANCSHARES INC BEATTY LLOYD L JR Officer BUY $17.66 420 $7,419 114,706
2023-02-10 01:31 2023-02-08 UMBF UMB FINANCIAL CORP Karaba Martin Dominic Officer SELL $91.52 1,111 $101,679 7,655
2023-02-08 23:35 2023-02-06 SFNC SIMMONS FIRST NATIONAL CORP Bass Dean O. Director SELL $23.00 17,500 $402,551 132,475
2023-02-09 01:51 2023-02-08 BOKF BOK FINANCIAL CORP San Pedro Claudia Director BUY $103.66 1,000 $103,660 2,387
2023-02-08 16:41 2023-02-07 CARE Carter Bankshares, Inc. Davis Jane Ann Officer SELL $17.41 2,137 $37,205 5,791
2023-02-09 01:44 2023-02-07 BOKF BOK FINANCIAL CORP BANGERT STEVEN Director SELL $102.80 7,500 $771,000 23,486
2023-02-08 22:36 2023-02-08 ASRV AMERISERV FINANCIAL INC /PA/ STOPKO JEFFREY A Officer BUY $4.05 1,884 $7,630 116,988
2023-02-09 00:27 2023-02-07 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ STEPHENS STEVEN DAN Officer OPT+S $54.42 6,000 $326,510 38,509
2023-02-09 00:54 2023-02-06 DCOM Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director, 10% owner SELL $31.32 70,000 $2,192,099 5,959
2023-02-09 01:03 2023-02-07 SHBI SHORE BANCSHARES INC BEATTY LLOYD L JR Officer BUY $18.01 1,500 $27,019 114,286
2023-02-08 01:33 2023-02-03 STEL Stellar Bancorp, Inc. Williams John E Jr Director BUY $28.90 500 $14,450 500
2023-02-08 00:46 2023-02-04 FDBC FIDELITY D & D BANCORP INC WALSH EUGENE J Officer SELL $49.17 411 $20,209 10,820
2023-02-08 00:32 2023-02-03 FDBC FIDELITY D & D BANCORP INC Pacyna Michael J Jr Officer SELL $49.17 360 $17,701 6,379
2023-02-08 00:21 2023-02-03 FDBC FIDELITY D & D BANCORP INC DEFRANCESCO SALVATORE R JR Officer SELL $49.17 400 $19,668 28,238
2023-02-08 00:58 2023-02-04 FDBC FIDELITY D & D BANCORP INC DEFRANCESCO SALVATORE R JR Officer SELL $49.17 400 $19,668 28,238
2023-02-08 00:54 2023-02-04 FDBC FIDELITY D & D BANCORP INC Pacyna Michael J Jr Officer SELL $49.17 360 $17,701 6,379
2023-02-08 00:07 2023-02-02 SFST SOUTHERN FIRST BANCSHARES INC Lattimore Ray Director BUY $41.96 2,247 $94,284 2,635
2023-02-08 00:36 2023-02-06 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B MCCABE ROBERT A JR Director, Officer SELL $80.95 5,680 $459,784 306,252
2023-02-07 01:43 2023-02-02 BAC BANK OF AMERICA CORP /DE/ Koder Matthew M Officer SELL $35.91 214,745 $7,712,137 214,747
2023-02-07 01:45 2023-02-02 SFNC SIMMONS FIRST NATIONAL CORP Bass Dean O. Director SELL $23.16 17,500 $405,276 149,975
2023-02-07 03:48 2023-02-02 KEY KEYCORP /NEW/ Mago Angela G Officer OPT+S $19.95 5,352 $106,772 194,280
2023-02-07 02:09 2023-02-03 AROW Arrow Financial Corporation Read Colin L Director SELL $32.09 600 $19,253 9,420
2023-02-06 19:23 2023-02-02 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $19.50 185 $3,608 36,607
2023-02-06 23:15 2023-02-02 ASRV AMERISERV FINANCIAL INC /PA/ STOPKO JEFFREY A Officer BUY $4.06 3,116 $12,645 115,104
2023-02-06 21:19 2023-02-03 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B BURNS GREGORY L Director SELL $82.00 3,000 $246,000 19,518
2023-02-07 01:14 2023-02-02 DCOM Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director, 10% owner SELL $30.99 76,543 $2,372,435 5,986
2023-02-07 00:27 2023-02-02 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $90.73 7,282 $660,726 1,921,964
2023-02-07 00:25 2023-02-02 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $90.38 8,870 $801,655 1,929,246
2023-02-04 00:34 2023-02-02 CASH PATHWARD FINANCIAL, INC. Pharr Brett L. Director, Officer SELL $51.67 10,000 $516,700 63,119
2023-02-04 00:24 2023-02-01 CASH PATHWARD FINANCIAL, INC. Kramer Michael Robert Director SELL $50.35 10,000 $503,450 17,725
2023-02-04 00:37 2023-02-03 CASH PATHWARD FINANCIAL, INC. Hajek Douglas J. Director SELL $51.51 3,000 $154,530 16,081
2023-02-03 19:10 2023-02-01 NWBI Northwest Bancshares, Inc. Meegan John P Director OPT+S $14.25 7,200 $102,618 68,496
2023-02-04 01:50 2023-02-02 FHN FIRST HORIZON CORP AKINS TERRY LAWSON Officer OPT+S $24.67 4,694 $115,820 145,691
2023-02-04 00:16 2023-02-01 UMBF UMB FINANCIAL CORP Peterman Tamara Director BUY $90.31 195 $17,625 4,960
2023-02-04 00:13 2023-02-01 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $90.31 257 $23,250 32,033
2023-02-02 22:57 2023-01-31 ALRS Alerus Financial Corporation Zimmer Mary Director BUY $20.36 1,250 $25,451 3,100
2023-02-03 00:16 2023-01-31 CMA COMERICA INC McKinney Cassandra M. Officer SELL $72.70 362 $26,316 6,250
2023-02-03 00:36 2023-02-02 FUNC FIRST UNITED CORP/MD/ Boal Brian R. Director BUY $19.36 48 $924 14,657
2023-02-03 03:15 2023-02-02 AROW Arrow Financial Corporation Read Colin L Director SELL $32.48 300 $9,745 10,019
2023-02-03 00:21 2023-02-02 FUNC FIRST UNITED CORP/MD/ Rush Jason Barry Officer BUY $19.36 90 $1,747 19,344
2023-02-03 00:34 2023-02-01 FUNC FIRST UNITED CORP/MD/ McCullough John Director BUY $19.73 495 $9,759 54,712
2023-02-02 17:06 2023-01-31 FULT FULTON FINANCIAL CORP HODGES GEORGE W Director SELL $16.57 6,799 $112,653 14,393
2023-02-03 00:29 2023-02-01 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Law Scott A. Officer OPT+S $54.09 3,217 $174,008 19,312
2023-02-03 00:56 2023-01-31 DCOM Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director, 10% owner SELL $29.99 54,580 $1,636,718 6,016
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.