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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
2025-12-08 19:07 2025-12-04 OPHC OptimumBank Holdings, Inc. Blisko Michael Director SELL $4.09 7,600 $31,084 604,645
2025-12-08 19:57 2025-12-08 NEWT NewtekOne, Inc. SALUTE RICHARD J Director BUY $11.28 900 $10,152 44,505
2025-12-09 04:00 2025-12-08 HOPE HOPE BANCORP INC Stenger Thomas Officer SELL $11.00 1,867 $20,537 20,322
2025-12-08 18:40 2025-12-04 CFBK CF BANKSHARES INC. ASH THOMAS P Director BUY $23.91 200 $4,782 47,419
2025-12-09 01:14 2025-12-08 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $114.58 15,367 $1,760,751 1,521,414
2025-12-06 00:53 2025-12-05 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $23.38 300 $7,014 75,730
2025-12-05 00:32 2025-06-06 FULT FULTON FINANCIAL CORP Fiol Andrew B Officer BUY $18.18 505 $9,178 53,207
2025-12-04 23:09 2025-12-03 WSBC WESBANCO INC NELSON F ERIC JR Director SELL $33.37 752 $25,094 0
2025-12-04 02:10 2025-12-01 COF CAPITAL ONE FINANCIAL CORP Karam Celia Officer SELL $218.15 2,936 $640,488 63,433
2025-12-04 02:09 2025-12-01 COF CAPITAL ONE FINANCIAL CORP Dean Lia Officer SELL $218.15 3,269 $713,132 69,855
2025-12-04 02:11 2025-12-02 COF CAPITAL ONE FINANCIAL CORP Cooper Matthew W Officer SELL $221.54 2,000 $443,080 94,486
2025-12-03 20:24 2025-12-02 FNB FNB CORP/PA/ Dutey James L Officer SELL $16.75 40,000 $670,080 49,936
2025-12-04 00:47 2025-12-03 WAFD WAFD INC BEARDALL BRENT J Director, Officer BUY $16.85 3,000 $50,550 6,000
2025-12-03 21:21 2025-12-01 BOKF BOK FINANCIAL CORP BANGERT STEVEN Director SELL $114.89 1,000 $114,888 37,416
2025-12-03 18:09 2025-12-02 ATLO AMES NATIONAL CORP Bauer Scott T BUY $21.68 20 $434 4,009
2025-12-02 20:53 2025-12-01 NWBI Northwest Bancshares, Inc. Meegan John P Director BUY $12.10 1,500 $18,150 21,500
2025-12-02 00:02 2025-10-28 CASH PATHWARD FINANCIAL, INC. Mehta Neeraj Director SELL $69.34 2,500 $173,350 2,400
2025-12-02 01:23 2025-11-26 SHBI SHORE BANCSHARES INC Willey Dawn M. Director BUY $17.67 1,000 $17,670 12,000
2025-11-28 15:27 2025-11-25 TFC TRUIST FINANCIAL CORP Boyer K. David Jr. Director SELL $46.45 5,160 $239,682 10,153
2025-11-28 17:45 2025-11-26 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B MCCABE ROBERT A JR Director, Officer SELL $93.00 6,775 $630,075 202,505
2025-11-26 22:25 2025-11-26 WAFD WAFD INC BEARDALL BRENT J Director, Officer BUY $16.55 3,000 $49,650 3,000
2025-11-25 19:06 2025-11-21 NWBI Northwest Bancshares, Inc. Chadsey Deborah J Esq. Director BUY $11.79 1,700 $20,035 5,250
2025-11-25 21:10 2025-11-24 CHCO CITY HOLDING CO HAGEBOECK CHARLES R Director, Officer SELL $120.68 2,017 $243,413 50,359
2025-11-25 23:25 2025-11-21 SFST SOUTHERN FIRST BANCSHARES INC Fairchild Julie Ann Officer OPT+S $50.00 1,258 $62,900 4,460
2025-11-26 00:09 2025-11-21 CHCO CITY HOLDING CO Rowe Sharon H Director SELL $122.00 600 $73,200 10,711
2025-11-25 01:35 2025-11-21 HBAN HUNTINGTON BANCSHARES INC /MD/ Houston Helga Officer OPT+S $15.38 64,587 $993,348 534,640
2025-11-24 18:45 2025-11-21 ATLO AMES NATIONAL CORP Swartz Kevin L Director BUY $20.80 200 $4,160 5,380
2025-11-24 22:18 2025-11-24 HAFC HANMI FINANCIAL CORP Pangrazio Joseph Officer SELL $27.41 486 $13,321 2,645
2025-11-22 01:01 2025-11-21 FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/ McCuen Michael P Officer BUY $16.19 3,090 $50,027 62,111
2025-11-22 00:09 2025-11-21 NWBI Northwest Bancshares, Inc. Williams Amber Lee Director BUY $11.37 1,302 $14,797 9,944
2025-11-21 17:26 2025-11-20 NWBI Northwest Bancshares, Inc. CAMPANA ROBERT M Director BUY $11.37 1,000 $11,370 65,366
2025-11-20 21:41 2025-11-18 NIC NICOLET BANKSHARES INC MOORE HUBERT PHILLIP JR Officer BUY $120.35 25 $3,009 400
2025-11-20 21:58 2025-11-19 LCNB LCNB CORP Meilstrup Eric J Director, Officer BUY $15.32 500 $7,658 45,705
2025-11-20 19:33 2025-11-18 SHBI SHORE BANCSHARES INC Kaslow Aaron Michael Officer BUY $15.56 6,500 $101,140 6,500
2025-11-20 01:20 2025-11-17 WBS WEBSTER FINANCIAL CORP CIULLA JOHN R Director, Officer SELL $55.45 8,000 $443,582 231,872
2025-11-19 22:59 2025-11-17 ATLO AMES NATIONAL CORP PUTZIER JEFFREY K BUY $21.25 200 $4,250 3,827
2025-11-20 04:00 2025-11-19 HOPE HOPE BANCORP INC Stenger Thomas Officer SELL $10.00 2,100 $21,000 22,189
2025-11-19 01:00 2025-11-18 SMBK SMARTFINANCIAL INC. Jordan Rhett D. Officer SELL $35.00 250 $8,750 10,104
2025-11-18 00:35 2025-11-14 HBAN HUNTINGTON BANCSHARES INC /MD/ Hingst Marcy C Officer SELL $15.65 6,416 $100,410 252,305
2025-11-18 00:54 2025-11-13 COF CAPITAL ONE FINANCIAL CORP LaPrade,III Frank G. Officer SELL $222.03 17,840 $3,961,081 48,315
2025-11-17 20:32 2025-11-14 ENBP ENB Financial Corp Zimmerman Roger L Director BUY $22.32 400 $8,928 4,564
2025-11-17 17:51 2025-11-13 ATLO AMES NATIONAL CORP Beals Douglas W Director BUY $21.37 500 $10,685 2,950
2025-11-15 00:02 2025-11-12 TBBK Bancorp, Inc. Canuso Dominic C Officer BUY $62.89 3,500 $220,116 3,500
2025-11-14 01:20 2025-11-12 FHN FIRST HORIZON CORP Fleming Jeff L. Officer OPT+S $21.74 7,619 $165,660 128,626
2025-11-14 02:35 2025-11-12 CBNK Capital Bancorp Inc Canuso Dominic C SELL $27.95 3,400 $95,030 1,434
2025-11-13 17:29 2025-11-12 LCNB LCNB CORP Huddle William G Director SELL $15.51 3,000 $46,530 15,530
2025-11-12 21:05 2025-11-10 AROW Arrow Financial Corporation White Daniel James Director BUY $30.14 1,644 $49,550 6,890
2025-11-13 04:00 2025-11-11 NBHC National Bank Holdings Corp Spring Maria F Director SELL $37.14 6,214 $230,788 35,663
2025-11-13 01:08 2025-11-11 CBNA CHAIN BRIDGE BANCORP INC MARTINELLI MARK Director BUY $28.55 430 $12,277 2,500
2025-11-12 16:30 2025-11-10 UMBF UMB FINANCIAL CORP Gallagher Kevin Charles Director SELL $110.71 460 $50,927 12,090
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.