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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
2021-05-05 01:25 2021-05-03 AMTB Amerant Bancorp Inc. Figueredo Alfonso Officer BUY $19.55 5,200 $101,665 80,150
2021-05-05 01:32 2021-05-03 AMTB Amerant Bancorp Inc. Capriles Alberto Officer BUY $19.84 1,000 $19,836 25,214
2021-05-04 23:15 2021-04-30 COF CAPITAL ONE FINANCIAL CORP Cooper Matthew W Officer SELL $148.56 9,003 $1,337,444 27,163
2021-05-04 23:16 2021-04-30 COF CAPITAL ONE FINANCIAL CORP Golden Timothy P Officer SELL $149.00 2,526 $376,374 12,583
2021-05-04 16:52 2021-04-30 WSBC WESBANCO INC Zatta Jayson M Officer OPT+S $36.32 1,500 $54,478 37,723
2021-05-04 23:28 2021-05-03 FUNC FIRST UNITED CORP/MD/ Boal Brian R. Director BUY $17.55 15 $262 11,091
2021-05-04 23:39 2021-05-03 CBTX Stellar Bancorp, Inc. Vandenberg Tawn G. Officer SELL $31.84 1,086 $34,581 4,771
2021-05-04 15:16 2021-05-03 NWBI Northwest Bancshares, Inc. Creal Thomas K IV Officer SELL $14.25 2,673 $38,090 17,968
2021-05-04 23:17 2021-04-30 CMA COMERICA INC Humrichouse Ximena G Director SELL $75.52 660 $49,843 30,870
2021-05-04 22:35 2021-05-03 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $46.82 11 $500 47,934
2021-05-05 01:16 2021-05-03 CARE Carter Bankshares, Inc. Van Dyke Litz H Director, Officer BUY $13.20 150 $1,980 18,428
2021-05-04 23:25 2021-05-03 FUNC FIRST UNITED CORP/MD/ Ruddell Gary Director BUY $17.55 12 $210 20,559
2021-05-05 01:14 2021-05-03 CARE Carter Bankshares, Inc. FELDMANN GREGORY W Director BUY $13.20 26 $343 7,541
2021-05-04 23:06 2021-04-30 BAC BANK OF AMERICA CORP /DE/ BRAMBLE FRANK P Director SELL $40.58 8,800 $357,060 39,017
2021-05-05 04:29 2021-05-03 BANC BANC OF CALIFORNIA, INC. SZNEWAJS ROBERT D Director BUY $18.09 3,000 $54,267 55,047
2021-05-03 23:16 2021-04-29 CMA COMERICA INC WEBER JAMES HARRY Officer SELL $75.00 3,800 $285,000 15,266
2021-05-03 23:44 2021-04-29 KEY KEYCORP /NEW/ Midkiff Mark W Officer OPT+S $21.86 23,801 $520,287 54,326
2021-05-03 23:34 2021-04-29 COF CAPITAL ONE FINANCIAL CORP Borgmann Kevin S. Officer SELL $146.93 16,778 $2,465,158 47,223
2021-05-03 23:25 2021-05-03 CBNK Capital Bancorp Inc Burke Michael Joseph Director SELL $22.00 1,813 $39,886 144,034
2021-05-03 22:41 2021-04-30 WSFS WSFS FINANCIAL CORP WRIGHT RICHARD Officer SELL $51.30 3,228 $165,586 50,613
2021-05-03 23:52 2021-04-30 FHN FIRST HORIZON CORP TAYLOR R EUGENE Director SELL $18.33 300,000 $5,498,700 893,055
2021-05-03 23:23 2021-04-30 USB US BANCORP DE DOLAN TERRANCE R Officer OPT+S $59.11 19,149 $1,131,897 119,225
2021-05-03 17:08 2021-04-30 ATLO AMES NATIONAL CORP Benson David W. Director BUY $25.33 57 $1,444 4,692
2021-05-03 16:39 2021-04-30 ATLO AMES NATIONAL CORP Cassabaum Michelle R Director BUY $25.33 46 $1,165 1,445
2021-05-03 16:29 2021-04-29 ATLO AMES NATIONAL CORP LARSON JAMES R II Director BUY $25.20 200 $5,040 6,700
2021-05-04 03:19 2021-05-03 UMBF UMB FINANCIAL CORP KEMPER J MARINER Director, Officer SELL $98.24 2,200 $216,139 2,023,836
2021-04-30 23:05 2021-04-29 HBAN HUNTINGTON BANCSHARES INC /MD/ Syal Rajeev Officer SELL $15.50 1,505 $23,328 280,059
2021-05-01 02:21 2021-04-28 NBHC National Bank Holdings Corp Warren Burney S. III Director SELL $40.99 9,584 $392,848 0
2021-04-30 23:01 2021-04-30 AROW Arrow Financial Corporation DeMarco David S. Officer OPT+S $35.31 5,797 $204,692 29,870
2021-04-30 23:48 2021-04-29 FHN FIRST HORIZON CORP Losch William C III Officer OPT+S $18.48 57,228 $1,057,573 419,036
2021-04-30 23:33 2021-04-30 CBNK Capital Bancorp Inc Burke Michael Joseph Director SELL $22.00 9,266 $203,881 145,847
2021-04-30 16:26 2021-04-29 CBNK Capital Bancorp Inc Levitt Randall James Director SELL $22.28 29,700 $661,716 144,500
2021-04-30 23:53 2021-04-29 FHN FIRST HORIZON CORP JORDAN D BRYAN Director, Officer OPT+S $18.56 230,642 $4,279,793 1,108,212
2021-04-30 16:49 2021-04-29 CBNK Capital Bancorp Inc ASHMAN STEPHEN N Director SELL $22.34 5,718 $127,740 375,842
2021-04-29 21:49 2021-04-28 BANF BANCFIRST CORP /OK/ Martin William Scott Director SELL $70.00 2,500 $175,000 352,904
2021-04-30 00:00 2021-04-29 SNV SYNOVUS FINANCIAL CORP Stallworth John L. Director BUY $47.21 1,920 $90,643 18,620
2021-04-29 23:16 2021-04-27 USB US BANCORP DE von Gillern Jeffry H. Officer SELL $58.67 53,385 $3,132,114 0
2021-04-29 23:44 2021-04-29 CBNK Capital Bancorp Inc Burke Michael Joseph Director SELL $22.19 1,200 $26,626 155,113
2021-04-30 01:56 2021-04-27 RF REGIONS FINANCIAL CORP Turner David J Jr Officer SELL $21.11 88,000 $1,858,094 160,891
2021-04-30 01:56 2021-04-27 RF REGIONS FINANCIAL CORP Peters Scott M. Officer SELL $21.00 12,000 $252,000 41,399
2021-04-30 01:56 2021-04-27 RF REGIONS FINANCIAL CORP Ritter William D. Officer SELL $20.99 40,000 $839,664 0
2021-04-30 01:56 2021-04-27 RF REGIONS FINANCIAL CORP Keenan David R. Officer SELL $21.12 13,435 $283,747 21,685
2021-04-29 21:59 2021-04-19 CHCO CITY HOLDING CO FISHER ROBERT D Director BUY $78.61 144 $11,320 37,681
2021-04-29 15:49 2021-04-27 WSFS WSFS FINANCIAL CORP TURNER MARK A Director SELL $50.65 30,000 $1,519,479 73,654
2021-04-29 23:18 2021-04-28 FHN FIRST HORIZON CORP POPWELL DAVID T Officer OPT+S $18.29 104,357 $1,908,940 500,008
2021-04-30 03:02 2021-04-29 BANC BANC OF CALIFORNIA, INC. Barker James Andrew Director BUY $18.42 27,200 $500,942 63,345
2021-04-30 02:15 2021-04-28 ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Maio Keith D Officer SELL $55.20 5,000 $276,009 37,564
2021-04-29 22:00 2021-04-19 CHCO CITY HOLDING CO HYLTON TRACY W II Director BUY $78.61 134 $10,533 54,824
2021-04-29 22:46 2021-04-29 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $19.50 800 $15,600 36,472
2021-04-28 22:21 2021-04-26 TFC TRUIST FINANCIAL CORP Thompson Joseph M Officer SELL $58.20 5,265 $306,434 37,741
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.