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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
2022-11-03 20:20 2022-11-02 FUNC FIRST UNITED CORP/MD/ Rush Jason Barry Officer BUY $19.25 77 $1,484 19,203
2022-11-03 23:11 2022-11-02 CASH PATHWARD FINANCIAL, INC. Moore Frederick V Director SELL $41.30 600 $24,780 4,510
2022-11-03 20:12 2022-11-02 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $19.14 154 $2,945 35,716
2022-11-03 20:15 2022-11-01 FUNC FIRST UNITED CORP/MD/ McCullough John Director BUY $19.27 419 $8,070 54,218
2022-11-03 16:15 2022-11-02 FFBC FIRST FINANCIAL BANCORP /OH/ DAVIS CLAUDE E Director SELL $25.65 25,000 $641,300 104,906
2022-11-03 23:23 2022-11-01 UMBF UMB FINANCIAL CORP Peterman Tamara Director BUY $83.12 213 $17,711 3,991
2022-11-03 23:19 2022-11-01 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $83.12 281 $23,327 30,751
2022-11-02 23:26 2022-10-31 FULT FULTON FINANCIAL CORP Snyder Angela M Officer SELL $18.23 4,818 $87,835 33,246
2022-11-02 16:13 2022-11-01 FFBC FIRST FINANCIAL BANCORP /OH/ Dennen Richard S Officer SELL $26.20 20,246 $530,498 93,310
2022-11-02 18:46 2022-11-01 CHCO CITY HOLDING CO LEGGE JEFFREY DALE Officer SELL $100.03 1,100 $110,038 6,887
2022-11-02 22:48 2022-10-31 NWBI Northwest Bancshares, Inc. Paup Mark A Director SELL $15.08 200 $3,016 10,913
2022-11-02 20:16 2022-05-06 CBNK Capital Bancorp Inc Suss Eric M. Officer OPT+S $22.54 5,000 $112,700 45,439
2022-11-02 23:30 2022-11-01 TBBK Bancorp, Inc. Cohn Matthew Director BUY $27.50 211 $5,803 40,009
2022-11-02 23:07 2022-10-31 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $106.71 25,076 $2,675,918 3,757,022
2022-11-02 21:08 2022-11-02 WSBC WESBANCO INC RICHMOND BRENT E Officer OPT+S $40.36 3,000 $121,080 26,330
2022-11-02 22:21 2022-11-02 FNLC First Bancorp, Inc /ME/ NORTON SUSAN A Officer SELL $30.96 1,000 $30,960 21,068
2022-11-03 04:37 2022-10-31 DCOM Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director, 10% owner SELL $34.02 103,044 $3,505,042 6,251
2022-11-02 23:05 2022-10-31 SMBK SMARTFINANCIAL INC. Jordan Rhett D. Officer SELL $29.06 279 $8,108 10,042
2022-11-02 23:03 2022-10-28 UMBF UMB FINANCIAL CORP Murphy Timothy R. Director BUY $78.65 1,500 $117,968 19,267
2022-11-01 23:16 2022-10-28 COF CAPITAL ONE FINANCIAL CORP Mouadeb Mark Daniel Officer SELL $105.00 940 $98,700 11,303
2022-11-01 23:49 2022-10-28 AMTB Amerant Bancorp Inc. Vollmer A. Gustavo J Director SELL $30.32 118,150 $3,581,753 650,196
2022-11-01 17:18 2022-10-31 DCOM Dime Community Bancshares, Inc. /NY/ Aguggia Paul M Director BUY $34.87 2,800 $97,633 3,642
2022-11-01 23:16 2022-10-31 CMA COMERICA INC Turner Reginald M JR Director SELL $71.04 162 $11,508 1,458
2022-11-01 19:50 2022-10-31 CHCO CITY HOLDING CO DERITO JOHN A Officer SELL $101.10 452 $45,698 29,808
2022-11-02 00:00 2022-11-01 TBBK Bancorp, Inc. Cohn Matthew Director BUY $28.00 20,910 $585,380 1,870
2022-11-01 23:46 2022-10-28 BOKF BOK FINANCIAL CORP BRADSHAW STEVEN G Director SELL $105.51 20,000 $2,110,296 41,679
2022-11-01 19:50 2022-11-01 CHCO CITY HOLDING CO FISHER ROBERT D Director BUY $99.37 201 $19,973 40,510
2022-11-01 17:57 2022-10-31 NWBI Northwest Bancshares, Inc. HARVEY WILLIAM W Officer OPT+S $15.04 28,252 $424,879 191,895
2022-11-01 17:32 2022-10-31 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B BURNS GREGORY L Director SELL $83.06 2,000 $166,120 22,518
2022-11-01 23:56 2022-10-31 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ALEXANDER BRUCE K Officer OPT+S $52.05 2,378 $123,763 15,172
2022-11-01 19:51 2022-11-01 CHCO CITY HOLDING CO HYLTON TRACY W II Director BUY $99.37 182 $18,085 57,604
2022-11-01 23:36 2022-10-28 UMBF UMB FINANCIAL CORP Murphy Timothy R. Director SELL $78.65 1,500 $117,968 16,267
2022-11-01 21:48 2022-10-31 CBKM CONSUMERS BANCORP INC /OH/ FUREY JOHN P/ Director BUY $18.00 2,000 $36,000 38,557
2022-11-01 21:42 2022-10-31 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $18.00 200 $3,600 55,203
2022-11-01 21:53 2022-10-31 CBKM CONSUMERS BANCORP INC /OH/ Parkinson John W Director BUY $18.00 550 $9,900 11,435
2022-11-01 00:03 2022-10-31 FRME FIRST MERCHANTS CORP FLUHLER STEPHAN Officer SELL $44.29 3,174 $140,576 22,576
2022-10-31 19:30 2022-10-28 NWBI Northwest Bancshares, Inc. Fannin Timothy B Director OPT+S $14.83 24,480 $362,928 25,046
2022-11-01 00:48 2022-10-28 BOKF BOK FINANCIAL CORP Bagwell Norman P Officer SELL $105.36 3,521 $370,974 27,071
2022-10-31 23:53 2022-10-28 CFR CULLEN/FROST BANKERS, INC. Berman Bobby Officer SELL $151.62 1,941 $294,294 24,589
2022-10-31 18:24 2022-10-28 CHCO CITY HOLDING CO BUMGARNER DAVID L Officer SELL $102.15 1,532 $156,496 8,473
2022-11-01 00:03 2022-10-28 FRME FIRST MERCHANTS CORP Schalliol Charles E Director SELL $44.25 24,523 $1,085,149 32,020
2022-11-01 00:34 2022-10-31 BOKF BOK FINANCIAL CORP NELL STEVEN E Director, Officer SELL $109.07 2,000 $218,140 56,700
2022-11-01 00:12 2022-10-31 BOKF BOK FINANCIAL CORP BALL C FRED JR Director SELL $110.31 275 $30,336 2,325
2022-11-01 00:21 2022-10-31 BOKF BOK FINANCIAL CORP BANGERT STEVEN Director SELL $108.93 6,742 $734,426 63,260
2022-10-31 21:44 2022-10-31 ATLO AMES NATIONAL CORP Cassabaum Michelle R Director BUY $22.18 67 $1,486 3,453
2022-10-31 21:37 2022-10-31 ATLO AMES NATIONAL CORP Benson David W. Director BUY $22.18 27 $599 6,466
2022-10-28 17:47 2022-10-26 CHCO CITY HOLDING CO BUMGARNER DAVID L Officer SELL $102.02 123 $12,548 10,005
2022-10-28 19:22 2022-10-27 WSBC WESBANCO INC RICHMOND BRENT E Officer SELL $39.89 5,372 $214,289 26,330
2022-10-28 21:13 2022-10-27 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $18.45 200 $3,690 47,306
2022-10-27 23:58 2022-10-26 JPM JPMORGAN CHASE & CO Leopold Robin Officer SELL $125.07 2,000 $250,144 19,031
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.