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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
2022-02-11 00:25 2022-02-01 UMBF UMB FINANCIAL CORP Peterman Tamara Director BUY $99.88 148 $14,750 3,372
2022-02-11 00:25 2022-02-01 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $99.88 233 $23,250 29,847
2022-02-11 00:16 2022-02-08 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $104.27 2,096 $218,557 212,930
2022-02-10 00:25 2022-02-07 HBAN HUNTINGTON BANCSHARES INC /MD/ Phelan Kenneth J Director BUY $15.86 7,560 $119,929 62,145
2022-02-08 20:44 2022-02-04 CFR CULLEN/FROST BANKERS, INC. FROST PATRICK B Director, Officer OPT+S $139.33 6,601 $919,717 139,948
2022-02-08 22:07 2022-02-08 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $24.00 150 $3,600 43,551
2022-02-07 22:55 2022-02-04 BOKF BOK FINANCIAL CORP BANGERT STEVEN Director SELL $104.46 10,000 $1,044,550 25,986
2022-02-08 00:52 2022-02-04 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Forney Alan M Officer OPT+S $70.63 3,029 $213,945 16,282
2022-02-07 21:24 2022-02-04 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B MCCABE ROBERT A JR Director, Officer SELL $98.48 5,924 $583,374 300,851
2022-02-08 00:50 2022-02-04 UMBF UMB FINANCIAL CORP Cornelius James Officer SELL $103.64 818 $84,778 6,828
2022-02-04 21:49 2022-02-03 MRBK Meridian Corp Imbesi Anthony Mark Director BUY $37.98 1,310 $49,751 186,317
2022-02-05 00:25 2022-02-02 WSFS WSFS FINANCIAL CORP LETO FRANCIS J Director SELL $51.49 18,980 $977,280 50,395
2022-02-05 04:00 2022-02-04 HAFC HANMI FINANCIAL CORP Yang Michael Director BUY $26.48 66 $1,748 22
2022-02-05 00:48 2022-02-03 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Robinson Rebecca K Officer OPT+S $69.52 15,120 $1,051,201 17,763
2022-02-03 22:48 2022-02-03 WABC WESTAMERICA BANCORPORATION Ensinger George S Officer SELL $58.60 1,000 $58,604 3,708
2022-02-03 23:08 2021-12-31 DCOM Dime Community Bancshares, Inc. /NY/ Porzelt Christopher J Officer BUY $33.41 389 $12,996 18,857
2022-02-04 00:17 2022-02-01 CMA COMERICA INC Moore Christine M Officer OPT+S $93.90 2,750 $258,225 20,559
2022-02-03 22:42 2022-02-02 FUNC FIRST UNITED CORP/MD/ Boal Brian R. Director BUY $20.06 20 $402 12,711
2022-02-04 02:02 2022-02-01 CASH PATHWARD FINANCIAL, INC. Herrick Glen William Officer SELL $59.62 15,145 $902,924 101,869
2022-02-03 22:58 2022-02-02 FUNC FIRST UNITED CORP/MD/ Rush Jason Barry Officer BUY $20.06 72 $1,451 18,065
2022-02-03 22:53 2022-02-02 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $19.97 139 $2,783 32,660
2022-02-03 22:40 2022-02-01 FUNC FIRST UNITED CORP/MD/ McCullough John Director BUY $20.12 379 $7,626 51,220
2022-02-03 23:20 2022-02-02 FNB FNB CORP/PA/ CAMPBELL WILLIAM B Director BUY $13.02 2,000 $26,047 111,750
2022-02-04 00:00 2022-02-02 WSBC WESBANCO INC YOUNG ROBERT H Officer SELL $36.01 14,211 $511,806 23,184
2022-02-04 00:48 2022-02-01 COF CAPITAL ONE FINANCIAL CORP RASKIND PETER E Director OPT+S $147.00 7,709 $1,133,223 26,096
2022-02-03 01:38 2022-01-31 CASH PATHWARD FINANCIAL, INC. Kramer Michael Robert Director SELL $60.00 5,000 $300,000 13,850
2022-02-02 18:03 2022-02-01 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $42.73 12 $500 50,334
2022-02-03 00:41 2022-02-01 FHN FIRST HORIZON CORP BYRD DARYL G Director, Officer OPT+S $17.27 155,328 $2,682,483 1,638,852
2022-02-03 00:11 2022-01-31 COF CAPITAL ONE FINANCIAL CORP HACKETT ANN F Director SELL $142.62 1 $143 5,005
2022-02-03 01:05 2022-02-02 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $101.35 8,415 $852,861 1,988,606
2022-02-03 00:10 2022-02-02 CBKM CONSUMERS BANCORP INC /OH/ DODDS SCOTT E Officer BUY $23.90 250 $5,975 10,720
2022-02-01 22:51 2022-02-01 CMTV COMMUNITY BANCORP /VT Mitchell Dorothy R Director BUY $22.16 515 $11,412 7,358
2022-02-02 05:05 2022-02-01 BANC BANC OF CALIFORNIA, INC. Barker James Andrew Director BUY $19.32 12,900 $249,187 76,245
2022-02-01 21:16 2022-01-31 ATLO AMES NATIONAL CORP Cassabaum Michelle R Director BUY $24.83 50 $1,242 2,446
2022-02-01 21:01 2022-01-31 ATLO AMES NATIONAL CORP Benson David W. Director BUY $24.83 68 $1,688 5,754
2022-02-02 00:30 2022-02-01 UMBF UMB FINANCIAL CORP Murphy Timothy R. Director BUY $98.44 1,000 $98,440 17,767
2022-02-01 00:14 2022-01-27 COF CAPITAL ONE FINANCIAL CORP Cooper Matthew W Officer SELL $146.82 6,767 $993,531 20,396
2022-02-01 00:13 2022-01-27 COF CAPITAL ONE FINANCIAL CORP FAIRBANK RICHARD D Director, Officer OPT+S $146.82 57 $8,369 3,758,853
2022-01-31 23:45 2022-01-27 WSFS WSFS FINANCIAL CORP LETO FRANCIS J Director SELL $51.93 6,323 $328,354 69,375
2022-01-31 22:23 2022-01-31 CMTV COMMUNITY BANCORP /VT COUTURE JACQUES R Director BUY $21.98 1,000 $21,976 34,263
2022-02-01 01:46 2022-01-27 NCBS NICOLET BANKSHARES INC Madson Patrick Joseph Officer OPT+S $90.92 7,000 $636,453 6,508
2022-02-01 00:16 2022-01-27 SMBK SMARTFINANCIAL INC. Welborn Wesley Miller Director, Officer BUY $28.46 1,470 $41,831 70,093
2022-01-29 03:00 2022-01-28 BAC BANK OF AMERICA CORP /DE/ Sieg Andrew M. Officer SELL $45.12 18,407 $830,524 281,405
2022-01-28 21:45 2022-01-27 WSBC WESBANCO INC Robinson Joseph R Director BUY $34.80 3,000 $104,408 6,393
2022-01-28 01:50 2022-01-27 BANC BANC OF CALIFORNIA, INC. WOLFF JARED M Director, Officer BUY $19.70 5,015 $98,796 50,115
2022-01-27 23:56 2022-01-27 CBKM CONSUMERS BANCORP INC /OH/ WOOD RENEE Officer BUY $24.00 500 $12,000 16,534
2022-01-27 23:47 2022-01-27 CBKM CONSUMERS BANCORP INC /OH/ WILLIAMS DEREK G Officer BUY $23.75 100 $2,375 8,488
2022-01-27 23:37 2022-01-27 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $23.00 150 $3,450 43,401
2022-01-27 00:50 2022-01-26 BOKF BOK FINANCIAL CORP BRADSHAW STEVEN G Director SELL $103.00 10,000 $1,030,000 83,954
2022-01-25 20:29 2022-01-25 FNB FNB CORP/PA/ Bena Pamela A Director BUY $12.90 775 $9,997 48,546
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.