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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
2021-05-19 00:58 2021-05-18 BANF BANCFIRST CORP /OK/ RAINBOLT DAVID E Director, Officer, 10% owner SELL $71.81 5,000 $359,060 5,189,427
2021-05-18 00:02 2021-05-17 BANF BANCFIRST CORP /OK/ BF Bank Partners LP 10% owner SELL $72.63 5,100 $370,404 5,194,427
2021-05-17 18:37 2021-05-14 BANF BANCFIRST CORP /OK/ BF Bank Partners LP 10% owner SELL $73.25 15,000 $1,098,716 5,199,527
2021-05-18 00:00 2021-05-17 BANF BANCFIRST CORP /OK/ Main Street Banking Partners LP 10% owner SELL $72.63 5,100 $370,403 5,194,427
2021-05-17 18:33 2021-05-14 BANF BANCFIRST CORP /OK/ Main Street Banking Partners LP 10% owner SELL $73.25 15,000 $1,098,716 5,199,527
2021-05-18 00:00 2021-05-14 WSFS WSFS FINANCIAL CORP GREENPLATE PAUL S Officer SELL $54.54 1,232 $67,196 12,506
2021-05-17 23:12 2021-05-13 COF CAPITAL ONE FINANCIAL CORP Wassmer Michael J Officer SELL $156.27 17,743 $2,772,699 0
2021-05-18 00:12 2021-05-14 WSBC WESBANCO INC Perkins Michael L Officer OPT+S $39.00 1,125 $43,875 22,766
2021-05-17 20:50 2021-05-14 VABK Virginia National Bankshares Corp HOUSTON LINDA M Director BUY $31.00 1,000 $31,000 4,334
2021-05-17 16:10 2021-05-13 NWBI Northwest Bancshares, Inc. Hunter Timothy M Director BUY $13.88 10,000 $138,803 92,200
2021-05-17 23:23 2021-05-17 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $18.50 216 $3,996 30,581
2021-05-17 22:16 2021-05-13 CFBK CF BANKSHARES INC. O'Dell Timothy T Director, Officer BUY $19.85 40 $794 216,288
2021-05-18 00:05 2021-05-17 BANF BANCFIRST CORP /OK/ RAINBOLT DAVID E Director, Officer, 10% owner SELL $72.63 5,100 $370,404 5,194,427
2021-05-17 18:38 2021-05-14 BANF BANCFIRST CORP /OK/ RAINBOLT DAVID E Director, Officer, 10% owner SELL $73.25 15,000 $1,098,716 5,199,527
2021-05-17 23:19 2021-05-14 SHBI SHORE BANCSHARES INC Willey Dawn M. Director BUY $17.05 6,000 $102,280 9,997
2021-05-18 01:17 2021-05-14 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer OPT+S $98.81 304 $30,038 187,392
2021-05-18 01:15 2021-05-14 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $98.58 4,360 $429,787 187,696
2021-05-18 01:12 2021-05-14 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $98.31 5,045 $495,973 192,056
2021-05-18 01:10 2021-05-13 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $98.08 5,859 $574,668 197,101
2021-05-18 01:07 2021-05-13 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer OPT+S $98.28 4,925 $484,053 202,960
2021-05-14 23:37 2021-05-13 FHN FIRST HORIZON CORP Springfield Susan L Officer OPT+S $18.47 58,495 $1,080,683 244,316
2021-05-14 16:55 2021-05-12 FRME FIRST MERCHANTS CORP Becher Michael R Director SELL $46.04 1,100 $50,644 14,195
2021-05-14 22:05 2021-05-13 CMTV COMMUNITY BANCORP /VT BONVECHIO LOUISE M Officer BUY $18.50 267 $4,940 7,539
2021-05-14 13:20 2021-05-12 AMTB Amerant Bancorp Inc. Plush Gerald P Director, Officer BUY $20.91 1,000 $20,911 99,002
2021-05-14 23:55 2021-05-13 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Hume Alexander Officer OPT+S $58.21 5,407 $314,743 4,458
2021-05-14 23:38 2021-05-13 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Young Mark Richard Officer OPT+S $57.97 2,082 $120,694 10,841
2021-05-14 00:31 2021-05-12 BANF BANCFIRST CORP /OK/ BF Bank Partners LP 10% owner SELL $72.87 35,473 $2,584,985 5,214,527
2021-05-14 00:35 2021-05-12 BANF BANCFIRST CORP /OK/ Main Street Banking Partners LP 10% owner SELL $72.87 35,473 $2,584,985 5,214,527
2021-05-13 18:36 2021-05-12 CHCO CITY HOLDING CO Quinlan Michael T Jr Officer SELL $78.96 1,525 $120,421 6,800
2021-05-13 23:13 2021-05-12 RF REGIONS FINANCIAL CORP Lusco C. Matthew Officer SELL $22.54 45,000 $1,014,300 149,226
2021-05-13 19:07 2021-05-12 ATLO AMES NATIONAL CORP Hagan Patrick G Director BUY $24.27 500 $12,135 3,586
2021-05-14 00:32 2021-05-12 BANF BANCFIRST CORP /OK/ RAINBOLT DAVID E Director, Officer, 10% owner SELL $72.87 35,473 $2,584,985 5,214,527
2021-05-13 15:02 2021-05-12 UMBF UMB FINANCIAL CORP Karaba Martin Dominic Officer SELL $98.00 673 $65,954 3,849
2021-05-13 15:00 2021-05-11 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer OPT+S $98.09 2,235 $219,234 198,567
2021-05-12 22:12 2021-05-11 FNB FNB CORP/PA/ Bena Pamela A Director BUY $13.36 800 $10,688 44,266
2021-05-12 23:23 2021-05-11 TBBK Bancorp, Inc. Leto John Officer SELL $24.60 44,820 $1,102,541 183,924
2021-05-13 00:25 2021-05-10 BOKF BOK FINANCIAL CORP BRADSHAW STEVEN G Director, Officer SELL $92.02 10,000 $920,156 113,954
2021-05-12 22:06 2021-05-10 FULT FULTON FINANCIAL CORP MOXLEY JAMES R III Director SELL $17.67 3 $52 1,191
2021-05-12 23:12 2021-05-11 BANC BANC OF CALIFORNIA, INC. Curran Mary A Director BUY $17.56 5,000 $87,800 14,161
2021-05-13 03:20 2021-05-11 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ BLACKFORD DAVID E Officer SELL $58.51 551 $32,210 0
2021-05-11 16:26 2021-05-10 WSFS WSFS FINANCIAL CORP Clark Stephen P Officer OPT+S $52.50 1,935 $101,595 24,523
2021-05-12 00:09 2021-05-11 VABK Virginia National Bankshares Corp Holland James T Director BUY $32.00 800 $25,600 18,324
2021-05-11 20:36 2021-05-07 VABK Virginia National Bankshares Corp Rust Glenn W Director, Officer BUY $31.86 580 $18,479 32,095
2021-05-11 18:01 2021-04-28 ENBP ENB Financial Corp Martin Jay S Director BUY $21.73 500 $10,863 2,500
2021-05-11 17:24 2021-05-11 N/A WILSON BANK HOLDING CO WHITAKER GARY Officer BUY $59.80 2,993 $178,981 31,026
2021-05-11 15:27 2021-05-10 WSFS WSFS FINANCIAL CORP TURNER MARK A Director SELL $51.83 30,000 $1,554,879 43,654
2021-05-11 23:42 2021-05-07 FHN FIRST HORIZON CORP JORDAN D BRYAN Director, Officer OPT+S $19.07 218,409 $4,164,404 1,162,385
2021-05-12 00:15 2021-05-10 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ ALEXANDER BRUCE K Officer SELL $59.81 3,000 $179,415 16,603
2021-05-11 20:20 2021-05-07 UBOH UNITED BANCSHARES INC/OH YOUNG BRIAN D Director, Officer OPT+S $31.59 4,761 $150,400 3,327
2021-05-11 20:17 2021-05-07 UBOH UNITED BANCSHARES INC/OH Oatman Heather Marie Officer OPT+S $31.59 1,161 $36,676 279
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.