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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
2023-01-24 00:20 2023-01-23 CHCO CITY HOLDING CO HYLTON TRACY W II Director BUY $89.56 115 $10,299 57,910
2023-01-20 19:33 2023-01-19 WAFD WAFD INC Robison Kim E Officer SELL $34.09 1,311 $44,695 63,492
2023-01-21 01:26 2023-01-19 AROW Arrow Financial Corporation Read Colin L Director SELL $33.11 600 $19,868 12,719
2023-01-21 00:18 2023-01-19 JPM JPMORGAN CHASE & CO HOBSON MELLODY L Director BUY $134.53 375 $50,448 22,040
2023-01-19 20:28 2023-01-18 WAFD WAFD INC Robison Kim E Officer SELL $34.91 5,230 $182,564 64,803
2023-01-19 20:28 2023-01-18 WAFD WAFD INC Cooper Cathy E Officer SELL $34.25 15,000 $513,819 61,106
2023-01-19 01:02 2023-01-17 CASH PATHWARD FINANCIAL, INC. Sharett Anthony M. Officer SELL $46.60 2,500 $116,500 30,486
2023-01-19 01:10 2023-01-17 AROW Arrow Financial Corporation Read Colin L Director SELL $33.09 600 $19,851 13,319
2023-01-19 01:22 2023-01-17 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $19.84 201 $3,988 36,338
2023-01-17 23:14 2023-01-17 CARE Carter Bankshares, Inc. Stephens Curtis E Director BUY $16.48 30 $494 1,073
2023-01-17 23:19 2023-01-17 CARE Carter Bankshares, Inc. BIRD MICHAEL R Director BUY $16.48 29 $478 8,616
2023-01-17 23:22 2023-01-17 CARE Carter Bankshares, Inc. Adams Arthur Loran Officer BUY $16.48 18 $297 6,347
2023-01-18 04:52 2023-01-17 JPM JPMORGAN CHASE & CO Piepszak Jennifer Officer OPT+S $140.32 10,462 $1,467,979 11,700
2023-01-18 04:51 2023-01-17 JPM JPMORGAN CHASE & CO Scher Peter Officer OPT+S $140.32 4,399 $617,252 36,369
2023-01-18 04:52 2023-01-17 JPM JPMORGAN CHASE & CO Friedman Stacey Officer OPT+S $140.31 23,148 $3,247,803 48,311
2023-01-18 04:52 2023-01-17 JPM JPMORGAN CHASE & CO Lake Marianne Officer OPT+S $141.00 10,000 $1,410,000 86,864
2023-01-18 04:52 2023-01-17 JPM JPMORGAN CHASE & CO Petno Douglas B Officer OPT+S $140.30 11,644 $1,633,697 242,729
2023-01-18 04:52 2023-01-17 JPM JPMORGAN CHASE & CO Erdoes Mary E. Officer OPT+S $140.29 10,340 $1,450,642 544,136
2023-01-14 00:47 2023-01-12 AROW Arrow Financial Corporation Read Colin L Director SELL $33.61 600 $20,165 13,919
2023-01-14 01:33 2022-08-11 DCOM Dime Community Bancshares, Inc. /NY/ MAHON KENNETH J Director SELL $34.41 20,000 $688,200 328,784
2023-01-13 00:55 2023-01-11 NBHC National Bank Holdings Corp LANEY G. TIMOTHY Director, Officer SELL $43.38 10,000 $433,800 215,023
2023-01-12 01:37 2023-01-10 AROW Arrow Financial Corporation Read Colin L Director SELL $33.26 600 $19,958 14,225
2023-01-12 00:12 2023-01-10 CBKM CONSUMERS BANCORP INC /OH/ Gano Ann M Director BUY $20.20 1,000 $20,196 1,000
2023-01-11 01:11 2023-01-09 AROW Arrow Financial Corporation Read Colin L Director SELL $34.50 300 $10,349 14,825
2023-01-07 01:07 2023-01-05 AROW Arrow Financial Corporation Read Colin L Director SELL $33.40 600 $20,042 15,125
2023-01-05 22:25 2022-09-08 CFBK CF BANKSHARES INC. O'Dell Timothy T Director, Officer BUY $20.12 500 $10,058 3,279
2023-01-05 01:33 2023-01-03 AROW Arrow Financial Corporation Read Colin L Director SELL $33.94 600 $20,363 15,725
2023-01-04 00:49 2022-12-30 AROW Arrow Financial Corporation Read Colin L Director SELL $34.04 300 $10,212 16,325
2022-12-29 22:05 2022-12-28 CMTV COMMUNITY BANCORP /VT Martin Carol Director BUY $19.00 500 $9,500 6,133
2022-12-28 18:10 2022-12-22 FDBC FIDELITY D & D BANCORP INC CALI BRIAN J Director, Officer BUY $47.46 218 $10,352 376,100
2022-12-28 00:40 2022-12-22 SFST SOUTHERN FIRST BANCSHARES INC ELLISON DAVID G Director BUY $45.01 100 $4,501 41,776
2022-12-23 20:10 2022-12-22 N/A WILSON BANK HOLDING CO Oakley Clark Officer BUY $67.85 10 $679 2,981
2022-12-22 19:13 2022-12-21 CFNB CALIFORNIA FIRST LEASING CORP LOWRY MICHAEL H Director SELL $16.00 4,540 $72,640 16,796
2022-12-21 01:44 2022-12-20 N/A WILSON BANK HOLDING CO WHITAKER GARY Officer BUY $67.85 662 $44,917 33,492
2022-12-21 01:15 2022-12-19 FDBC FIDELITY D & D BANCORP INC SANTANIELLO DANIEL J Director, Officer SELL $47.19 2,000 $94,380 45,333
2022-12-21 01:00 2022-12-20 SMBK SMARTFINANCIAL INC. Jordan Rhett D. Officer SELL $27.69 200 $5,538 9,592
2022-12-20 23:02 2022-12-15 CBKM CONSUMERS BANCORP INC /OH/ PADEN FRANK L Director BUY $18.76 107 $2,000 7,714
2022-12-16 19:56 2022-12-14 WSFS WSFS FINANCIAL CORP Ward Patrick Joseph Officer OPT+S $46.38 1,305 $60,525 140,881
2022-12-16 20:12 2022-12-15 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $19.19 208 $3,992 36,137
2022-12-17 00:40 2022-12-16 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $19.39 75 $1,454 55,278
2022-12-17 00:34 2022-12-16 CBKM CONSUMERS BANCORP INC /OH/ WILLIAMS DEREK G Officer BUY $19.56 107 $2,093 10,399
2022-12-16 01:21 2022-12-13 NBHC National Bank Holdings Corp LANEY G. TIMOTHY Director, Officer SELL $42.89 10,000 $428,900 225,023
2022-12-15 00:03 2022-12-14 N/A WILSON BANK HOLDING CO Swain Clinton M. Director BUY $67.85 26 $1,764 7,387
2022-12-15 01:02 2022-12-12 USB US BANCORP DE CECERE ANDREW Director, Officer OPT+S $43.51 84,948 $3,695,918 956,742
2022-12-15 00:38 2022-12-14 UMBF UMB FINANCIAL CORP Johnson Shannon Andresen Officer OPT+S $80.85 834 $67,429 12,562
2022-12-13 19:53 2022-12-12 NBTB NBT BANCORP INC Hoeller Heidi M Director BUY $42.48 750 $31,859 3,441
2022-12-13 19:13 2022-12-12 BOKF BOK FINANCIAL CORP BALL C FRED JR Director SELL $103.54 300 $31,062 2,025
2022-12-12 19:39 2022-12-09 BANF BANCFIRST CORP /OK/ Lopez Dave R Director OPT+S $92.96 2,000 $185,914 0
2022-12-12 19:02 2022-12-12 ATLO AMES NATIONAL CORP Wilson Michael A Officer BUY $23.26 250 $5,815 250
2022-12-10 00:56 2022-12-08 STEL Stellar Bancorp, Inc. MARTINEZ GEORGE Director SELL $29.94 12,808 $383,515 184,647
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.