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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-11 00:38 | 2025-11-07 | FCF | FIRST COMMONWEALTH FINANCIAL CORP /PA/ | Reske James R | Officer | SELL | $15.55 | 1,518 | $23,604 | 84,348 |
| 2025-11-11 00:03 | 2025-11-06 | TBBK | Bancorp, Inc. | Cohn Matthew | Director | BUY | $62.12 | 3,645 | $226,443 | 1,950 |
| 2025-11-10 23:47 | 2025-11-10 | FDBC | FIDELITY D & D BANCORP INC | Joyce William J. Sr. | Director | BUY | $44.50 | 1,000 | $44,500 | 18,436 |
| 2025-11-10 23:45 | 2025-11-10 | FDBC | FIDELITY D & D BANCORP INC | SANTANIELLO DANIEL J | Director, Officer | BUY | $44.50 | 1,000 | $44,500 | 60,411 |
| 2025-11-10 23:44 | 2025-11-10 | FDBC | FIDELITY D & D BANCORP INC | CALI BRIAN J | Director, Officer | BUY | $44.50 | 1,951 | $86,820 | 417,771 |
| 2025-11-10 19:33 | 2025-11-07 | SHBI | SHORE BANCSHARES INC | LAMON JOHN | Director | BUY | $15.92 | 200 | $3,184 | 62,378 |
| 2025-11-08 00:31 | 2025-11-06 | COF | CAPITAL ONE FINANCIAL CORP | Blinde Neal | Officer | SELL | $221.83 | 43,200 | $9,583,056 | 73,020 |
| 2025-11-08 01:45 | 2025-11-07 | JPM | JPMORGAN CHASE & CO | Leopold Robin | Officer | SELL | $311.92 | 966 | $301,311 | 58,479 |
| 2025-11-07 18:53 | 2025-11-06 | NBTB | NBT BANCORP INC | DELANEY TIMOTHY E | Director | BUY | $40.98 | 10,000 | $409,750 | 51,885 |
| 2025-11-06 23:24 | 2025-11-04 | PNC | PNC FINANCIAL SERVICES GROUP, INC. | Thomas Michael Duane | Officer | SELL | $183.57 | 1,000 | $183,573 | 5,802 |
| 2025-11-07 01:04 | 2025-11-04 | COF | CAPITAL ONE FINANCIAL CORP | Cooper Matthew W | Officer | SELL | $219.41 | 2,000 | $438,820 | 96,486 |
| 2025-11-06 21:00 | 2025-11-03 | FUNC | FIRST UNITED CORP/MD/ | Sturm Tonya K. | Officer | BUY | $35.15 | 64 | $2,238 | 10,763 |
| 2025-11-06 21:52 | 2025-11-04 | TRMK | TRUSTMARK CORP | Conerly Tracy T | Director | SELL | $37.22 | 8,000 | $297,720 | 13,421 |
| 2025-11-07 01:03 | 2025-11-04 | COF | CAPITAL ONE FINANCIAL CORP | FAIRBANK RICHARD D | Director, Officer | OPT+S | $220.68 | 103,487 | $22,837,977 | 4,001,228 |
| 2025-11-06 22:29 | 2025-11-04 | NIC | NICOLET BANKSHARES INC | Ghidorzi Christopher J. | Director | BUY | $121.52 | 105 | $12,760 | 8,456 |
| 2025-11-06 18:45 | 2025-11-03 | SFST | SOUTHERN FIRST BANCSHARES INC | ELLISON DAVID G | Director | BUY | $43.50 | 200 | $8,700 | 50,661 |
| 2025-11-06 23:28 | 2025-11-05 | FMCB | FARMERS & MERCHANTS BANCORP | SANGUINETTI KEVIN | Director | BUY | $1,043.00 | 10 | $10,430 | 727 |
| 2025-11-07 03:07 | 2025-11-04 | DCOM | Dime Community Bancshares, Inc. /NY/ | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | Director | BUY | $26.26 | 20,537 | $539,302 | 1,034,158 |
| 2025-11-07 03:07 | 2025-11-04 | DCOM | Dime Community Bancshares, Inc. /NY/ | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | Director | SELL | $26.25 | 20,537 | $539,096 | 1,013,621 |
| 2025-11-06 00:06 | 2025-11-04 | HBAN | HUNTINGTON BANCSHARES INC /MD/ | Inglis John C | Director | BUY | $15.30 | 6,506 | $99,542 | 89,831 |
| 2025-11-06 02:29 | 2025-11-03 | FUNC | FIRST UNITED CORP/MD/ | Boal Brian R. | Director | BUY | $35.15 | 84 | $2,949 | 20,764 |
| 2025-11-05 21:43 | 2025-11-04 | AROW | Arrow Financial Corporation | Ivanov Penko Krassimir | Officer | BUY | $29.82 | 1,620 | $48,308 | 26,394 |
| 2025-11-06 02:34 | 2025-11-03 | FUNC | FIRST UNITED CORP/MD/ | Rush Jason Barry | Officer | BUY | $35.15 | 81 | $2,859 | 25,089 |
| 2025-11-06 02:06 | 2025-11-03 | FUNC | FIRST UNITED CORP/MD/ | Rodeheaver Carissa Lynn | Director, Officer | BUY | $35.22 | 178 | $6,264 | 46,999 |
| 2025-11-06 00:49 | 2025-11-04 | FHN | FIRST HORIZON CORP | POPWELL DAVID T | Officer | SELL | $21.31 | 155,149 | $3,306,567 | 307,432 |
| 2025-11-05 16:47 | 2025-11-03 | UMBF | UMB FINANCIAL CORP | Peterman Tamara | Director | BUY | $106.41 | 185 | $19,688 | 9,128 |
| 2025-11-05 16:43 | 2025-11-03 | UMBF | UMB FINANCIAL CORP | GRAVES GREG M | Director | BUY | $106.41 | 264 | $28,126 | 38,411 |
| 2025-11-05 16:39 | 2025-11-04 | UMBF | UMB FINANCIAL CORP | Newton Nikki Farentino | Officer | SELL | $106.09 | 1,300 | $137,917 | 13,667 |
| 2025-11-05 00:43 | 2025-11-04 | FRME | FIRST MERCHANTS CORP | FLUHLER STEPHAN | Officer | SELL | $35.55 | 5,689 | $202,244 | 27,753 |
| 2025-11-04 15:19 | 2025-11-03 | NEWT | NewtekOne, Inc. | Zink Gregory L | Director | BUY | $10.43 | 1,000 | $10,430 | 37,207 |
| 2025-11-03 21:58 | 2025-10-23 | CMTV | COMMUNITY BANCORP /VT | Bouffard David Mark | Director | SELL | $22.65 | 2 | $45 | 6,124 |
| 2025-11-04 00:04 | 2025-10-31 | CASH | PATHWARD FINANCIAL, INC. | Hajek Douglas J. | Director | SELL | $68.11 | 3,000 | $204,330 | 16,631 |
| 2025-11-03 18:30 | 2025-10-30 | CARE | Carter Bankshares, Inc. | Bolton Robert M. | Director | SELL | $17.23 | 1,901 | $32,754 | 10,827 |
| 2025-11-04 00:18 | 2025-10-30 | ENBP | ENB Financial Corp | Klein Nicholas D | Officer | SELL | $22.45 | 348 | $7,813 | 7,026 |
| 2025-11-03 21:27 | 2025-10-30 | SFNC | SIMMONS FIRST NATIONAL CORP | COSSE STEVEN A | Director | BUY | $17.44 | 8,603 | $150,036 | 113,652 |
| 2025-11-03 21:39 | 2025-10-31 | NBTB | NBT BANCORP INC | DELANEY TIMOTHY E | Director | BUY | $40.50 | 2,000 | $81,000 | 41,885 |
| 2025-11-03 22:56 | 2025-10-30 | DCOM | Dime Community Bancshares, Inc. /NY/ | NIELSEN RAYMOND A | Director | SELL | $26.44 | 4,200 | $111,058 | 33,985 |
| 2025-11-04 01:09 | 2025-10-30 | BOKF | BOK FINANCIAL CORP | BANGERT STEVEN | Director | SELL | $106.20 | 2,500 | $265,511 | 12,236 |
| 2025-11-03 22:26 | 2025-10-30 | NIC | NICOLET BANKSHARES INC | WEYERS ROBERT J | Director | BUY | $115.73 | 3,000 | $347,200 | 1,000 |
| 2025-11-03 23:56 | 2025-11-03 | FCF | FIRST COMMONWEALTH FINANCIAL CORP /PA/ | BRICE TODD D | Director | BUY | $15.27 | 1,000 | $15,269 | 12,500 |
| 2025-11-03 19:40 | 2025-10-31 | ATLO | AMES NATIONAL CORP | Cassabaum Michelle R | Director | BUY | $20.82 | 44 | $916 | 8,913 |
| 2025-11-03 18:44 | 2025-11-03 | NEWT | NewtekOne, Inc. | SLOANE BARRY | Director, Officer | BUY | $10.22 | 10,000 | $102,170 | 1,212,459 |
| 2025-11-03 20:01 | 2025-10-31 | SFST | SOUTHERN FIRST BANCSHARES INC | ELLISON DAVID G | Director | BUY | $44.00 | 100 | $4,400 | 50,461 |
| 2025-11-03 19:42 | 2025-10-31 | SFST | SOUTHERN FIRST BANCSHARES INC | Locke Anna T | Director | BUY | $44.05 | 225 | $9,912 | 3,292 |
| 2025-10-31 16:44 | 2025-10-30 | WSBC | WESBANCO INC | Afzal Zahid | Director | BUY | $30.11 | 3,321 | $100,000 | 13,223 |
| 2025-10-31 22:13 | 2025-10-30 | NIC | NICOLET BANKSHARES INC | MOORE HUBERT PHILLIP JR | Officer | BUY | $115.84 | 240 | $27,802 | 32,947 |
| 2025-10-30 23:07 | 2025-10-24 | CASH | PATHWARD FINANCIAL, INC. | Dombrowski Nadia | Officer | SELL | $71.46 | 5,000 | $357,300 | 6,528 |
| 2025-10-30 00:35 | 2025-10-27 | COF | CAPITAL ONE FINANCIAL CORP | FAIRBANK RICHARD D | Director, Officer | OPT+S | $225.68 | 103,486 | $23,354,793 | 4,051,228 |
| 2025-10-28 23:04 | 2025-10-28 | BHRB | Burke & Herbert Financial Services Corp. | McLaughlin Shawn Patrick | Director | BUY | $61.00 | 1,000 | $61,000 | 67,000 |
| 2025-10-28 23:31 | 2025-10-24 | PNC | PNC FINANCIAL SERVICES GROUP, INC. | Deborah Guild | Officer | SELL | $186.97 | 1,080 | $201,928 | 27,335 |
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.