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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
2022-11-16 00:09 2022-11-11 COF CAPITAL ONE FINANCIAL CORP Alexander Robert M. Officer SELL $115.00 7,857 $903,555 61,352
2022-11-15 23:08 2022-11-11 WSFS WSFS FINANCIAL CORP LEVENSON RODGER Officer OPT+S $48.24 7,945 $383,268 130,369
2022-11-16 00:06 2022-11-10 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $112.92 37,611 $4,246,902 3,757,022
2022-11-16 00:50 2022-11-15 ATLO AMES NATIONAL CORP Baker Jeffery C Director BUY $22.70 1,000 $22,700 1,402
2022-11-14 22:14 2022-11-14 CARE Carter Bankshares, Inc. Stephens Curtis E Director BUY $18.37 27 $496 716
2022-11-14 22:09 2022-11-14 CARE Carter Bankshares, Inc. BIRD MICHAEL R Director BUY $18.37 27 $496 8,560
2022-11-14 22:03 2022-11-14 CARE Carter Bankshares, Inc. Adams Arthur Loran Officer BUY $18.37 16 $294 6,313
2022-11-15 00:23 2022-11-10 HBAN HUNTINGTON BANCSHARES INC /MD/ Kleinman Scott D Officer SELL $15.50 12,322 $190,991 214,477
2022-11-15 00:41 2022-11-09 AMTB Amerant Bancorp Inc. Capriles L. Miguel A Director SELL $28.90 3,825 $110,543 0
2022-11-15 00:21 2022-11-10 JPM JPMORGAN CHASE & CO Scher Peter Officer SELL $133.02 1,311 $174,392 33,662
2022-11-14 18:23 2022-11-10 WSBC WESBANCO INC Zatta Jayson M Officer OPT+S $41.03 4,500 $184,646 53,151
2022-11-15 00:22 2022-11-10 JPM JPMORGAN CHASE & CO Petno Douglas B Officer SELL $135.01 5,139 $693,831 242,872
2022-11-14 18:15 2022-11-10 WSBC WESBANCO INC Clossin Todd Director, Officer OPT+S $41.16 5,000 $205,809 122,423
2022-11-15 00:46 2022-11-10 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ STEPHENS STEVEN DAN Officer SELL $53.70 7,500 $402,780 40,189
2022-11-15 00:21 2022-11-10 UMBF UMB FINANCIAL CORP Newton Nikki Farentino Officer SELL $85.82 893 $76,637 6,691
2022-11-11 00:43 2022-11-09 FHN FIRST HORIZON CORP LoCascio Tammy Officer OPT+S $24.34 36,228 $881,619 169,290
2022-11-11 01:14 2022-11-08 USB US BANCORP DE Welsh Timothy A Officer SELL $43.92 19,000 $834,385 92,623
2022-11-11 00:07 2022-11-08 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $104.02 25,076 $2,608,370 3,757,022
2022-11-11 01:05 2022-11-10 UMBF UMB FINANCIAL CORP Wilson Uma Officer OPT+S $85.00 515 $43,775 12,657
2022-11-10 01:06 2022-11-07 USB US BANCORP DE Stark Lisa R Officer OPT+S $43.20 118 $5,098 24,843
2022-11-10 01:51 2022-11-09 FNB FNB CORP/PA/ Bena Pamela A Director BUY $13.98 500 $6,990 63,675
2022-11-10 01:04 2022-11-08 USB US BANCORP DE von Gillern Jeffry H. Officer OPT+S $43.99 27,183 $1,195,780 128,204
2022-11-09 15:53 2022-11-07 ENBP ENB Financial Corp Stauffer Jeffrey Director, Officer BUY $17.64 264 $4,657 8,607
2022-11-10 01:01 2022-11-08 NBHC National Bank Holdings Corp LANEY G. TIMOTHY Director, Officer SELL $47.52 10,000 $475,200 235,023
2022-11-09 19:43 2022-11-08 BOKF BOK FINANCIAL CORP Maun Marc Officer SELL $105.47 2,012 $212,199 18,508
2022-11-09 21:11 2022-11-04 CMTV COMMUNITY BANCORP /VT COUTURE JACQUES R Director BUY $18.25 885 $16,151 36,744
2022-11-10 01:05 2022-11-07 USB US BANCORP DE DOLAN TERRANCE R Officer SELL $43.14 12,000 $517,644 153,051
2022-11-10 00:37 2022-11-08 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ANDERSON A SCOTT Officer OPT+S $49.82 14,774 $736,041 14,530
2022-11-09 18:23 2022-09-07 UBOH UNITED BANCSHARES INC/OH RIGEL H EDWARD Director BUY $19.86 2,000 $39,710 16,135
2022-11-10 03:51 2022-11-07 DCOM Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director, 10% owner SELL $34.12 15,680 $535,002 6,165
2022-11-09 22:32 2022-11-08 CBKM CONSUMERS BANCORP INC /OH/ DODDS SCOTT E Officer BUY $18.27 150 $2,741 13,960
2022-11-09 00:51 2022-11-07 HBAN HUNTINGTON BANCSHARES INC /MD/ Kleinman Scott D Officer SELL $15.50 9,749 $151,110 214,477
2022-11-09 00:54 2022-11-07 HBAN HUNTINGTON BANCSHARES INC /MD/ Wasserman Zachary Jacob Officer SELL $15.44 28,055 $433,169 140,060
2022-11-09 00:16 2022-11-04 HBAN HUNTINGTON BANCSHARES INC /MD/ Heller Paul G Officer SELL $15.21 20,195 $307,178 448,424
2022-11-09 00:11 2022-11-04 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $102.04 25,076 $2,558,677 3,757,022
2022-11-08 21:23 2022-11-04 WSFS WSFS FINANCIAL CORP LETO FRANCIS J Director SELL $46.57 10,388 $483,769 9,753
2022-11-07 22:04 2022-11-03 SFNC SIMMONS FIRST NATIONAL CORP Bass Dean O. Director SELL $22.76 27,100 $616,796 181,860
2022-11-08 00:00 2022-11-04 FISI FINANCIAL INSTITUTIONS INC BIRMINGHAM MARTIN KEARNEY Officer BUY $23.43 1,000 $23,430 101,800
2022-11-07 23:40 2022-11-02 CMTV COMMUNITY BANCORP /VT COUTURE JACQUES R Director BUY $18.25 100 $1,825 35,859
2022-11-08 03:09 2022-11-03 DCOM Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director, 10% owner SELL $32.86 70,000 $2,299,850 6,181
2022-11-08 00:11 2022-11-07 UMBF UMB FINANCIAL CORP SOSLAND L JOSHUA Director BUY $82.81 368 $30,474 10,502
2022-11-08 00:09 2022-11-04 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $82.21 2,374 $195,157 212,024
2022-11-08 00:07 2022-11-04 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $81.61 2,648 $216,115 214,398
2022-11-04 20:55 2022-11-03 WABC WESTAMERICA BANCORPORATION Hassid Michele R. Director BUY $60.43 173 $10,454 358
2022-11-05 00:46 2022-11-02 AMTB Amerant Bancorp Inc. Vollmer A. Gustavo J Director SELL $29.62 64,070 $1,897,946 586,126
2022-11-04 23:06 2022-11-02 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $103.11 25,076 $2,585,677 3,757,022
2022-11-03 23:30 2022-11-02 SFNC SIMMONS FIRST NATIONAL CORP Bass Dean O. Director SELL $23.45 15,000 $351,750 208,960
2022-11-03 23:18 2022-11-03 N/A WILSON BANK HOLDING CO Jordan WIll Director BUY $66.70 186 $12,406 29,559
2022-11-03 20:17 2022-11-02 FUNC FIRST UNITED CORP/MD/ Boal Brian R. Director BUY $19.25 41 $785 14,609
2022-11-03 18:42 2022-11-02 CHCO CITY HOLDING CO LEGGE JEFFREY DALE Officer SELL $98.83 434 $42,892 6,453
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.