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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
2021-05-10 23:17 2021-05-06 HBAN HUNTINGTON BANCSHARES INC /MD/ Kleinman Scott D Officer OPT+S $15.56 6,225 $96,873 206,628
2021-05-10 20:48 2021-05-06 CFR CULLEN/FROST BANKERS, INC. Stead Jimmy Officer OPT+S $122.80 3,000 $368,400 3,045
2021-05-10 23:17 2021-05-07 HBAN HUNTINGTON BANCSHARES INC /MD/ Syal Rajeev Officer OPT+S $15.50 6,021 $93,326 285,896
2021-05-10 22:02 2021-05-07 CHCO CITY HOLDING CO LEGGE JEFFREY DALE Officer OPT+S $78.00 2,921 $227,830 7,266
2021-05-10 19:28 2021-05-06 VABK Virginia National Bankshares Corp Dittmar William D Jr. Director BUY $32.03 1,000 $32,030 205,068
2021-05-10 19:27 2021-05-06 VABK Virginia National Bankshares Corp CARTER KEVIN T Director SELL $32.22 1,550 $49,939 3,610
2021-05-10 23:16 2021-05-07 HBAN HUNTINGTON BANCSHARES INC /MD/ Thompson Mark E Officer SELL $15.75 131,185 $2,066,164 418,223
2021-05-10 16:34 2021-05-07 CBNK Capital Bancorp Inc Bernstein Joshua Director SELL $22.20 35,500 $788,199 57,496
2021-05-10 23:11 2021-05-06 FULT FULTON FINANCIAL CORP MOXLEY JAMES R III Director SELL $17.34 386 $6,694 1,193
2021-05-10 16:47 2021-05-07 CBNK Capital Bancorp Inc ASHMAN STEPHEN N Director SELL $22.26 2,500 $55,642 371,092
2021-05-10 22:26 2021-05-10 CBKM CONSUMERS BANCORP INC /OH/ DODDS SCOTT E Officer BUY $19.70 200 $3,940 8,025
2021-05-07 23:04 2021-05-07 C CITIGROUP INC Whitaker Michael Officer SELL $74.56 20,313 $1,514,493 0
2021-05-07 23:18 2021-05-06 USB US BANCORP DE Runkel Mark G. Officer OPT+S $60.76 35,374 $2,149,324 36,572
2021-05-07 23:01 2021-05-07 C CITIGROUP INC Mason Mark Officer SELL $74.03 15,366 $1,137,487 112,089
2021-05-08 00:07 2021-05-06 BOKF BOK FINANCIAL CORP Bagwell Norman P Officer SELL $89.50 4,284 $383,418 33,424
2021-05-07 16:15 2021-05-03 FUNC FIRST UNITED CORP/MD/ Rush Jason Barry Officer BUY $17.55 81 $1,419 15,592
2021-05-07 20:46 2021-05-07 WSFS WSFS FINANCIAL CORP WRIGHT RICHARD Officer SELL $52.45 4,072 $213,560 46,541
2021-05-07 23:02 2021-05-07 C CITIGROUP INC REINER GARY M Director SELL $73.96 18,000 $1,331,262 22,879
2021-05-08 00:17 2021-05-03 UMBF UMB FINANCIAL CORP SOSLAND L JOSHUA Director BUY $97.46 711 $69,294 9,892
2021-05-06 23:18 2021-05-04 CMA COMERICA INC Ortiz Mauricio A Officer SELL $73.42 800 $58,732 6,072
2021-05-06 23:50 2021-05-04 VABK Virginia National Bankshares Corp Holland James T Director BUY $33.50 600 $20,100 17,524
2021-05-06 23:18 2021-05-04 COF CAPITAL ONE FINANCIAL CORP Slocum Michael Officer OPT+S $148.19 6,354 $941,599 56,688
2021-05-06 23:23 2021-05-05 FHN FIRST HORIZON CORP Losch William C III Officer OPT+S $18.75 41,666 $781,238 419,036
2021-05-06 19:17 2021-05-05 VABK Virginia National Bankshares Corp Keyser Jay B Director BUY $33.00 200 $6,600 5,868
2021-05-07 01:08 2021-05-06 CBNK Capital Bancorp Inc Bernstein Joshua Director SELL $22.26 10,500 $233,686 92,996
2021-05-06 16:35 2021-05-05 CBNK Capital Bancorp Inc Burke Michael Joseph Director SELL $21.91 20,034 $438,913 124,000
2021-05-07 03:42 2021-05-03 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $17.62 140 $2,466 27,065
2021-05-06 23:19 2021-05-05 FHN FIRST HORIZON CORP TAYLOR R EUGENE Director SELL $18.77 300,000 $5,629,800 593,055
2021-05-07 00:52 2021-05-06 CBNK Capital Bancorp Inc ASHMAN STEPHEN N Director SELL $22.26 7,000 $155,820 372,342
2021-05-05 18:37 2021-05-03 PNC PNC FINANCIAL SERVICES GROUP, INC. Fallon Kieran John Officer SELL $188.67 125 $23,584 8,918
2021-05-05 23:45 2021-05-03 HBAN HUNTINGTON BANCSHARES INC /MD/ Pohle Richard A Officer OPT+S $15.37 7,881 $121,108 96,557
2021-05-05 23:16 2021-05-03 CMA COMERICA INC OBERG JAY K. Officer OPT+S $74.61 4,000 $298,440 37,831
2021-05-05 23:58 2021-05-01 FULT FULTON FINANCIAL CORP Taylor Bernadette M Officer OPT+S $17.05 2,348 $40,034 28,558
2021-05-05 23:58 2021-05-01 FULT FULTON FINANCIAL CORP Snyder Angela M Officer OPT+S $17.05 4,463 $76,087 28,656
2021-05-05 23:58 2021-05-03 FULT FULTON FINANCIAL CORP Stolzer Daniel R Officer OPT+S $17.08 0 $8 13,333
2021-05-05 23:56 2021-05-04 FULT FULTON FINANCIAL CORP Campbell David M Officer OPT+S $17.12 4,842 $82,902 11,902
2021-05-05 23:47 2021-05-03 HBAN HUNTINGTON BANCSHARES INC /MD/ Syal Rajeev Officer SELL $15.50 27,674 $428,947 285,009
2021-05-05 23:17 2021-05-03 CASH PATHWARD FINANCIAL, INC. Herrick Glen William Officer SELL $49.15 45,000 $2,211,750 124,088
2021-05-05 23:57 2021-05-03 FULT FULTON FINANCIAL CORP Myers Curtis J Director, Officer OPT+S $17.27 15,189 $262,306 63,729
2021-05-05 19:10 2021-05-03 CHCO CITY HOLDING CO BUMGARNER DAVID L Officer SELL $79.25 2,105 $166,821 9,946
2021-05-05 17:48 2021-05-03 FUNC FIRST UNITED CORP/MD/ McCullough John Director BUY $17.21 419 $7,209 48,476
2021-05-05 17:33 2021-05-03 FISI FINANCIAL INSTITUTIONS INC DORN ANDREW W JR Director BUY $32.05 1,100 $35,250 27,522
2021-05-05 19:19 2021-05-04 PFIS PEOPLES FINANCIAL SERVICES CORP. LOCHEN RICHARD S JR Director BUY $43.32 415 $17,979 10,310
2021-05-06 01:06 2021-05-03 UMBF UMB FINANCIAL CORP GRAVES GREG M Director BUY $97.89 238 $23,312 28,225
2021-05-06 01:03 2021-05-03 UMBF UMB FINANCIAL CORP Peterman Tamara Director BUY $97.89 141 $13,780 2,294
2021-05-05 01:12 2021-05-03 CARE Carter Bankshares, Inc. BIRD MICHAEL R Director BUY $13.20 37 $488 6,482
2021-05-05 01:11 2021-05-03 CARE Carter Bankshares, Inc. Adams Arthur Loran Officer BUY $13.20 22 $290 3,022
2021-05-05 01:15 2021-05-03 CARE Carter Bankshares, Inc. Karavatakis Phyllis Q. Director, Officer BUY $13.20 37 $488 17,894
2021-05-05 01:39 2021-05-03 AMTB Amerant Bancorp Inc. Palacios Miguel Officer BUY $19.45 2,000 $38,903 45,163
2021-05-05 01:25 2021-05-03 AMTB Amerant Bancorp Inc. Figueredo Alfonso Officer BUY $19.55 5,200 $101,665 80,150
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.