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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
2022-05-13 16:39 2022-05-11 ATLO AMES NATIONAL CORP POHLMAN THOMAS H Director BUY $23.25 200 $4,650 13,035
2022-05-13 16:24 2022-05-12 ATLO AMES NATIONAL CORP Hagan Patrick G Director BUY $23.01 500 $11,505 4,635
2022-05-13 23:31 2022-05-11 DCOM Dime Community Bancshares, Inc. /NY/ BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director, 10% owner SELL $30.68 94,130 $2,888,115 442,504
2022-05-13 22:00 2022-05-13 OCFC OCEANFIRST FINANCIAL CORP Katsoulis Nicos Director BUY $18.99 2,000 $37,980 20,086
2022-05-13 18:16 2022-05-12 OCFC OCEANFIRST FINANCIAL CORP Turner Patricia Lynne Director BUY $18.38 300 $5,514 4,836
2022-05-12 23:56 2022-05-12 BANF BANCFIRST CORP /OK/ BF Bank Partners LP 10% owner SELL $83.26 90,438 $7,529,922 5,046,489
2022-05-12 18:38 2022-05-12 BANF BANCFIRST CORP /OK/ BF Bank Partners LP 10% owner SELL $84.06 52,500 $4,413,024 5,136,927
2022-05-12 23:52 2022-05-12 BANF BANCFIRST CORP /OK/ Main Street Banking Partners LP 10% owner SELL $83.26 90,440 $7,530,089 5,046,487
2022-05-12 18:37 2022-05-12 BANF BANCFIRST CORP /OK/ Main Street Banking Partners LP 10% owner SELL $84.06 52,500 $4,413,024 5,136,927
2022-05-12 18:36 2022-05-10 MRBK Meridian Corp Holland Robert T. Director BUY $31.00 1,000 $31,000 31,376
2022-05-12 21:55 2022-05-12 NKSH NATIONAL BANKSHARES INC Sanders Bobby D. II Officer BUY $33.50 300 $10,050 300
2022-05-12 16:25 2022-05-11 CMTV COMMUNITY BANCORP /VT Oeschger Fredric Director BUY $22.95 2,000 $45,900 124,481
2022-05-12 23:55 2022-05-12 BANF BANCFIRST CORP /OK/ RAINBOLT DAVID E Director, Officer, 10% owner SELL $83.26 90,438 $7,529,922 5,046,489
2022-05-12 18:32 2022-05-12 BANF BANCFIRST CORP /OK/ RAINBOLT DAVID E Director, Officer, 10% owner SELL $84.06 52,500 $4,413,024 5,136,927
2022-05-11 18:13 2022-05-10 CHCO CITY HOLDING CO Quinlan Michael T Jr Officer SELL $79.59 1,850 $147,242 4,950
2022-05-11 15:42 2022-05-10 CMTV COMMUNITY BANCORP /VT Oeschger Fredric Director BUY $23.00 200 $4,600 122,481
2022-05-11 20:25 2022-05-09 NCBS NICOLET BANKSHARES INC WEYERS ROBERT J Director BUY $78.82 2,500 $197,050 87,058
2022-05-11 15:12 2022-05-09 SFST SOUTHERN FIRST BANCSHARES INC ELLISON DAVID G Director BUY $44.57 250 $11,143 40,668
2022-05-10 21:07 2022-05-06 SFNC SIMMONS FIRST NATIONAL CORP Bass Dean O. Director SELL $25.00 10,000 $250,000 252,730
2022-05-10 18:37 2022-05-06 NWBI Northwest Bancshares, Inc. Reitzes Mark T. Officer BUY $12.13 2,050 $24,872 28,511
2022-05-10 22:09 2022-05-09 CMTV COMMUNITY BANCORP /VT Oeschger Fredric Director BUY $23.00 2,000 $46,000 122,281
2022-05-10 23:15 2022-05-10 SNV SYNOVUS FINANCIAL CORP PROCHASKA JOSEPH J JR Director BUY $41.38 1,000 $41,380 31,109
2022-05-10 20:55 2022-05-06 PNC PNC FINANCIAL SERVICES GROUP, INC. NIBLOCK ROBERT A Director BUY $167.07 2,000 $334,145 6,063
2022-05-10 21:24 2022-05-10 FDBC FIDELITY D & D BANCORP INC MCDONALD MICHAEL J Director, Officer BUY $37.64 650 $24,466 122,721
2022-05-10 23:51 2022-05-10 CBKM CONSUMERS BANCORP INC /OH/ Parkinson John W Director BUY $22.20 117 $2,597 9,362
2022-05-09 21:58 2022-05-06 WBS WEBSTER FINANCIAL CORP Mitchell Maureen Director BUY $48.51 520 $25,224 7,872
2022-05-09 19:00 2022-05-09 CMTV COMMUNITY BANCORP /VT Laforce David Director BUY $23.25 343 $7,975 7,470
2022-05-09 15:54 2022-05-06 CMTV COMMUNITY BANCORP /VT Laforce David Director BUY $23.25 1,157 $26,900 7,127
2022-05-09 17:22 2022-05-06 CMTV COMMUNITY BANCORP /VT Oeschger Fredric Director BUY $23.09 1,760 $40,630 120,281
2022-05-10 00:12 2022-05-06 NCBS NICOLET BANKSHARES INC Radzak Eric Peter Officer BUY $79.13 1,000 $79,130 2,775
2022-05-09 18:56 2022-05-06 LARK LANDMARK BANCORP INC Sloan Wayne R Director BUY $25.00 500 $12,500 12,241
2022-05-09 19:11 2022-05-05 LCNB LCNB CORP Bradford Mary E Director BUY $16.32 3,000 $48,960 5,697
2022-05-06 23:29 2022-05-04 SFNC SIMMONS FIRST NATIONAL CORP Bass Dean O. Director SELL $24.69 15,000 $370,350 262,730
2022-05-06 23:24 2022-05-05 VABK Virginia National Bankshares Corp Holland James T Director BUY $33.95 1,000 $33,950 21,442
2022-05-06 23:13 2022-05-05 CBTX Stellar Bancorp, Inc. Dinsmore Deborah Officer SELL $28.70 8,200 $235,340 8,988
2022-05-06 20:44 2022-05-05 AROW Arrow Financial Corporation DAKE GARY C Director BUY $32.01 775 $24,805 40,136
2022-05-06 22:56 2022-05-04 TFC TRUIST FINANCIAL CORP VOORHEES STEVEN C Director BUY $49.82 20,000 $996,320 60,873
2022-05-05 20:48 2022-05-03 PNC PNC FINANCIAL SERVICES GROUP, INC. Deborah Guild Officer SELL $170.56 1,257 $214,398 23,360
2022-05-06 01:07 2022-05-03 SFNC SIMMONS FIRST NATIONAL CORP Bass Dean O. Director OPT+S $24.30 5,000 $121,500 277,730
2022-05-05 19:09 2022-05-03 WFC WELLS FARGO & COMPANY/MN Santos Kleber Officer SELL $44.44 22,700 $1,008,788 21,478
2022-05-05 23:15 2022-05-04 HBAN HUNTINGTON BANCSHARES INC /MD/ Heller Paul G Officer OPT+S $13.46 51,354 $691,294 464,370
2022-05-05 23:48 2022-05-05 NWBI Northwest Bancshares, Inc. Hunter Timothy M Director BUY $12.52 10,000 $125,200 124,900
2022-05-05 18:18 2022-05-04 CMTV COMMUNITY BANCORP /VT Oeschger Fredric Director BUY $23.00 200 $4,600 118,701
2022-05-06 01:03 2022-05-03 SFNC SIMMONS FIRST NATIONAL CORP Casteel Marty Director BUY $24.10 4,000 $96,400 186,929
2022-05-05 19:32 2022-05-04 CHCO CITY HOLDING CO BUMGARNER DAVID L Officer SELL $80.00 1,760 $140,803 9,947
2022-05-06 00:05 2022-05-03 SFNC SIMMONS FIRST NATIONAL CORP MAKRIS GEORGE JR Director, Officer BUY $24.03 15,000 $360,500 539,087
2022-05-04 22:11 2022-05-02 CFR CULLEN/FROST BANKERS, INC. Avery Chris Director BUY $131.55 5,000 $657,750 17,000
2022-05-05 01:08 2022-05-02 ONB OLD NATIONAL BANCORP /IN/ Sander Mark G Officer BUY $15.31 7,000 $107,166 387,564
2022-05-04 23:27 2022-05-03 NWBI Northwest Bancshares, Inc. Tullio David M Director BUY $12.59 2,000 $25,176 10,200
2022-05-04 15:21 2022-05-03 CMTV COMMUNITY BANCORP /VT Oeschger Fredric Director BUY $23.00 40 $920 117,091
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.