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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
2023-02-03 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
2023-02-03 00:37 2023-02-02 PFIS PEOPLES FINANCIAL SERVICES CORP. Ramirez Elisa Z Director BUY $51.53 400 $20,611 2,215
2023-02-03 01:08 2023-02-02 SHBI SHORE BANCSHARES INC Willey Dawn M. Director BUY $17.84 4,000 $71,360 17,078
2023-02-03 00:07 2023-02-01 SHBI SHORE BANCSHARES INC WAYSON KONRAD Director BUY $17.52 2,000 $35,040 54,320
2023-02-03 00:06 2023-01-31 SHBI SHORE BANCSHARES INC LAMON JOHN Director BUY $17.36 710 $12,328 52,342
2023-02-02 00:59 2023-01-31 AROW Arrow Financial Corporation Read Colin L Director SELL $32.78 600 $19,665 10,319
2023-02-01 23:57 2023-02-01 CMTV COMMUNITY BANCORP /VT Caldwell Christopher L. Officer BUY $22.24 1,250 $27,798 2,900
2023-02-01 19:11 2023-01-31 ATLO AMES NATIONAL CORP Benson David W. Director BUY $24.00 40 $960 6,701
2023-02-01 19:03 2023-01-31 ATLO AMES NATIONAL CORP Cassabaum Michelle R Director BUY $24.00 51 $1,224 3,883
2023-02-02 01:23 2023-01-31 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ SHIREY TERRY ALAN Officer SELL $52.84 2,248 $118,784 19,221
2023-02-02 01:22 2023-01-31 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Forney Alan M Officer OPT+S $53.02 4,307 $228,366 18,014
2023-02-02 00:45 2023-01-31 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $89.25 5,796 $517,297 29,960
2023-02-02 00:44 2023-01-31 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $88.78 4,252 $377,491 35,756
2023-02-02 00:42 2023-01-30 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $87.91 4,323 $380,028 40,008
2023-02-02 00:40 2023-01-30 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $87.30 3,469 $302,853 44,331
2023-02-02 00:38 2023-02-01 UMBF UMB FINANCIAL CORP Cornelius James Officer SELL $90.16 427 $38,500 8,433
2023-02-02 00:36 2023-02-01 UMBF UMB FINANCIAL CORP Cornelius James Officer SELL $89.85 992 $89,127 8,860
2023-02-02 00:33 2023-01-31 UMBF UMB FINANCIAL CORP Beaird Robert Brian Officer SELL $89.30 447 $39,917 6,577
2023-02-01 22:14 2023-01-31 CBKM CONSUMERS BANCORP INC /OH/ Parkinson John W Director BUY $19.42 500 $9,710 11,948
2023-01-31 17:41 2023-01-30 ALRS Alerus Financial Corporation Hanson Jerrod Officer BUY $20.09 1,150 $23,105 12,700
2023-01-31 20:46 2023-01-27 CHCO CITY HOLDING CO Burton Gregory A Director BUY $91.49 250 $22,873 834
2023-01-31 23:32 2023-01-27 TFC TRUIST FINANCIAL CORP Cummins Hugh S. III Officer OPT+S $49.06 35,229 $1,728,159 307,069
2023-02-01 00:23 2023-01-27 HBAN HUNTINGTON BANCSHARES INC /MD/ PORTEOUS DAVID L Director SELL $15.01 80,000 $1,201,008 62,845
2023-01-31 18:58 2023-01-30 SFST SOUTHERN FIRST BANCSHARES INC ELLISON DAVID G Director BUY $40.87 4,500 $183,929 46,276
2023-02-01 00:51 2023-01-27 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $87.70 1,358 $119,103 47,800
2023-02-01 00:47 2023-01-27 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $87.58 5,786 $506,719 49,158
2023-01-31 00:48 2022-05-25 COF CAPITAL ONE FINANCIAL CORP Blinde Neal Officer SELL $118.94 31 $3,687 142,644
2023-01-31 00:48 2022-05-23 COF CAPITAL ONE FINANCIAL CORP Blinde Neal Officer BUY $119.07 31 $3,691 142,675
2023-01-31 00:21 2023-01-27 CMA COMERICA INC McKinney Cassandra M. Officer OPT+S $72.76 3,262 $237,358 6,825
2023-01-31 02:04 2023-01-27 TRMK TRUSTMARK CORP Conerly Tracy T Director BUY $28.24 1,500 $42,360 1,500
2023-01-31 01:03 2023-01-27 AROW Arrow Financial Corporation Read Colin L Director SELL $32.72 600 $19,633 10,919
2023-01-31 00:19 2023-01-27 FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/ Price T Michael Director, Officer BUY $13.87 13,212 $183,250 321,756
2023-01-31 01:47 2023-01-27 RF REGIONS FINANCIAL CORP Ritter William D. Officer SELL $23.42 13,000 $304,456 24,344
2023-01-31 00:14 2023-01-30 WSBC WESBANCO INC STEMLER KERRY M Director BUY $36.16 1,000 $36,162 15,718
2023-01-27 20:18 2023-01-26 NBTB NBT BANCORP INC Brown Jason David Director BUY $37.18 650 $24,170 2,664
2023-01-28 02:09 2023-01-25 RF REGIONS FINANCIAL CORP Lusco C. Matthew Officer SELL $22.83 100,000 $2,282,760 77,843
2023-01-28 01:00 2023-01-27 SMBK SMARTFINANCIAL INC. Welborn Wesley Miller Director, Officer BUY $26.40 1,284 $33,898 85,885
2023-01-27 01:31 2023-01-25 AROW Arrow Financial Corporation Read Colin L Director SELL $32.60 600 $19,562 11,519
2023-01-27 01:28 2023-01-25 NWBI Northwest Bancshares, Inc. Reitzes Mark T. Officer BUY $13.39 2,000 $26,770 30,511
2023-01-26 20:58 2023-01-26 FNB FNB CORP/PA/ CAMPBELL WILLIAM B Director BUY $13.50 1,900 $25,641 127,619
2023-01-27 00:58 2022-12-05 STEL Stellar Bancorp, Inc. MARTINEZ GEORGE Director SELL $30.76 58,112 $1,787,612 304,384
2023-01-27 00:16 2023-01-24 BANC BANC OF CALIFORNIA, INC. Barker James Andrew Director BUY $16.53 48,435 $800,829 124,680
2023-01-24 19:02 2023-01-23 WAFD WAFD INC Robison Kim E Officer SELL $34.00 7,148 $243,032 56,344
2023-01-25 01:45 2023-01-23 AROW Arrow Financial Corporation Read Colin L Director SELL $33.29 600 $19,974 12,119
2023-01-24 19:31 2023-01-20 PNC PNC FINANCIAL SERVICES GROUP, INC. DEMCHAK WILLIAM S Officer BUY $153.38 6,550 $1,004,639 482,924
2023-01-24 23:28 2023-01-24 BANF BANCFIRST CORP /OK/ BRAND DENNIS L Director, Officer BUY $83.00 2,000 $166,000 32,000
2023-01-23 21:47 2023-01-23 ENBP ENB Financial Corp Stauffer Jeffrey Director, Officer BUY $16.75 242 $4,054 8,962
2023-01-24 00:20 2023-01-23 CHCO CITY HOLDING CO FISHER ROBERT D Director BUY $89.56 160 $14,329 40,864
2023-01-23 19:14 2023-01-23 BANF BANCFIRST CORP /OK/ SCHMIDT DARRYL Director, Officer BUY $82.57 232 $19,157 48,029
2023-01-23 21:20 2023-01-20 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B Galante Joseph C Director BUY $72.26 1,000 $72,260 22,508
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.