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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
2022-08-03 23:26 2022-08-03 AMTB Amerant Bancorp Inc. Fleitas Armando Officer BUY $26.61 200 $5,322 10,946
2022-08-03 23:36 2022-08-02 CASH PATHWARD FINANCIAL, INC. Hajek Douglas J. Director BUY $34.02 500 $17,010 19,081
2022-08-04 00:36 2022-08-02 FUNC FIRST UNITED CORP/MD/ Rush Jason Barry Officer BUY $18.45 81 $1,488 19,080
2022-08-04 00:52 2022-08-02 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $18.46 154 $2,844 34,825
2022-08-03 23:28 2022-08-02 DCOM Dime Community Bancshares, Inc. /NY/ NIELSEN RAYMOND A Director BUY $34.18 1,798 $61,459 37,392
2022-08-03 23:14 2022-08-03 BANF BANCFIRST CORP /OK/ RAINBOLT DAVID E Director, Officer, 10% owner SELL $111.33 9,388 $1,045,123 25,000
2022-08-03 23:40 2022-08-01 UMBF UMB FINANCIAL CORP Peterman Tamara Director BUY $90.00 196 $17,626 3,778
2022-08-03 23:37 2022-08-01 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $90.00 258 $23,251 30,470
2022-08-03 21:00 2022-08-02 OCFC OCEANFIRST FINANCIAL CORP Devlin Michael D Director SELL $20.61 60,000 $1,236,600 52,114
2022-08-02 23:08 2022-07-29 COF CAPITAL ONE FINANCIAL CORP West Kara Officer SELL $109.67 2,778 $304,663 8,344
2022-08-02 18:48 2022-08-01 CASH PATHWARD FINANCIAL, INC. Pharr Brett L. Director, Officer BUY $33.16 2,500 $82,900 51,875
2022-08-02 23:28 2022-08-02 AMTB Amerant Bancorp Inc. Levine Howard A. Officer BUY $26.93 200 $5,386 200
2022-08-02 23:31 2022-08-02 FUNC FIRST UNITED CORP/MD/ Boal Brian R. Director BUY $18.45 43 $787 14,568
2022-08-02 18:49 2022-08-02 CASH PATHWARD FINANCIAL, INC. Herrick Glen William Officer BUY $33.46 3,000 $100,380 104,869
2022-08-02 21:45 2022-08-01 ENBP ENB Financial Corp Stauffer Jeffrey Director, Officer BUY $17.00 56 $952 7,691
2022-08-02 23:36 2022-08-01 FUNC FIRST UNITED CORP/MD/ McCullough John Director BUY $18.17 440 $8,004 53,799
2022-08-02 23:08 2022-07-29 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $107.88 25,076 $2,705,131 3,758,863
2022-08-02 23:39 2022-08-01 SFST SOUTHERN FIRST BANCSHARES INC Grayson-Caprio Terry Director BUY $43.75 1,000 $43,745 2,240
2022-08-02 23:25 2022-08-02 UMBF UMB FINANCIAL CORP Beaird Robert Brian Officer SELL $90.68 299 $27,113 5,569
2022-08-01 15:36 2022-07-28 CMTV COMMUNITY BANCORP /VT Moore Jeffrey Lee Director BUY $18.91 1,000 $18,912 6,219
2022-08-01 22:12 2022-08-01 CMTV COMMUNITY BANCORP /VT Bouffard David Mark Director BUY $19.16 500 $9,580 3,923
2022-08-01 19:25 2022-07-29 CHCO CITY HOLDING CO BUMGARNER DAVID L Officer SELL $86.54 375 $32,451 9,572
2022-08-01 23:33 2022-07-29 BOKF BOK FINANCIAL CORP BRADSHAW STEVEN G Director SELL $85.00 10,000 $850,000 64,104
2022-08-01 23:37 2022-07-29 BOKF BOK FINANCIAL CORP BANGERT STEVEN Director SELL $85.00 3,000 $255,000 73,927
2022-08-01 18:52 2022-07-29 ATLO AMES NATIONAL CORP Cassabaum Michelle R Director BUY $22.05 56 $1,235 3,134
2022-08-01 23:17 2022-07-29 BANF BANCFIRST CORP /OK/ RAINBOLT DAVID E Director, Officer, 10% owner SELL $106.45 50,000 $5,322,740 34,388
2022-07-30 00:20 2022-07-28 FFBC FIRST FINANCIAL BANCORP /OH/ Warzala Gary W Director BUY $22.06 45 $1,000 2,940
2022-07-29 19:55 2022-07-28 TRMK TRUSTMARK CORP Eduardo Marcelo L Director SELL $31.92 780 $24,898 4,729
2022-07-29 20:33 2022-07-27 SFNC SIMMONS FIRST NATIONAL CORP Bass Dean O. Director SELL $22.99 15,331 $352,489 238,014
2022-07-29 17:01 2022-07-28 BANF BANCFIRST CORP /OK/ Roberson Robin Noel Director OPT+S $106.67 5,000 $533,356 0
2022-07-29 23:11 2022-07-27 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $108.02 25,076 $2,708,730 3,758,863
2022-07-28 21:12 2022-07-27 NBTB NBT BANCORP INC Hyle Shaunastar Officer SELL $40.11 1,264 $50,704 16,083
2022-07-28 17:35 2022-07-27 FNB FNB CORP/PA/ Bena Pamela A Director BUY $11.79 800 $9,432 62,796
2022-07-29 00:06 2022-07-26 NBHC National Bank Holdings Corp Dean Robert E Director SELL $41.00 4,826 $197,866 29,056
2022-07-29 00:00 2022-07-27 HBAN HUNTINGTON BANCSHARES INC /MD/ TORGOW GARY Director BUY $12.90 19,382 $249,975 893,301
2022-07-28 18:28 2022-07-27 ASRV AMERISERV FINANCIAL INC /PA/ KUNKLE KIM W Director BUY $3.92 2,000 $7,840 64,390
2022-07-28 21:47 2022-07-27 ATLO AMES NATIONAL CORP LARSON JAMES R II Director BUY $22.13 800 $17,705 10,500
2022-07-27 21:39 2022-01-27 CAC CAMDEN NATIONAL CORP Longley S. Catherine Director BUY $49.99 500 $24,995 8,681
2022-07-27 22:24 2022-07-27 CMTV COMMUNITY BANCORP /VT BONVECHIO LOUISE M Officer BUY $18.99 250 $4,748 8,572
2022-07-27 23:10 2022-07-25 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $109.10 25,076 $2,735,726 3,758,863
2022-07-26 23:35 2022-07-25 AMTB Amerant Bancorp Inc. Plush Gerald P Director, Officer BUY $27.14 1,000 $27,140 30,870
2022-07-26 16:37 2022-07-25 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B BURNS GREGORY L Director SELL $77.50 1,500 $116,250 24,518
2022-07-25 20:49 2022-07-22 NIC NICOLET BANKSHARES INC Dykema John Nicholas Director BUY $78.99 9,586 $757,198 9,793
2022-07-22 23:22 2022-07-20 TFC TRUIST FINANCIAL CORP ROGERS WILLIAM H JR Director, Officer OPT+S $47.78 142,606 $6,813,429 862,590
2022-07-20 22:51 2022-07-19 ASRV AMERISERV FINANCIAL INC /PA/ KUNKLE KIM W Director BUY $3.80 220 $836 123,231
2022-07-19 21:09 2022-07-18 CHCO CITY HOLDING CO FISHER ROBERT D Director BUY $80.45 194 $15,607 40,105
2022-07-19 21:09 2022-07-18 CHCO CITY HOLDING CO HYLTON TRACY W II Director BUY $80.45 151 $12,148 57,219
2022-07-19 01:31 2022-07-15 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $17.68 226 $3,996 34,596
2022-07-14 21:28 2022-07-14 CARE Carter Bankshares, Inc. BIRD MICHAEL R Director BUY $13.03 37 $482 8,504
2022-07-14 21:20 2022-07-14 CARE Carter Bankshares, Inc. Adams Arthur Loran Officer BUY $13.03 22 $287 6,280
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.