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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
2021-04-02 18:23 2021-04-01 CARE Carter Bankshares, Inc. BIRD MICHAEL R Director BUY $13.95 35 $488 6,445
2021-04-02 18:18 2021-04-01 CARE Carter Bankshares, Inc. Adams Arthur Loran Officer BUY $13.95 21 $293 3,000
2021-04-02 18:36 2021-04-01 CARE Carter Bankshares, Inc. Karavatakis Phyllis Q. Director, Officer BUY $13.95 36 $502 17,857
2021-04-03 00:57 2021-04-01 FRME FIRST MERCHANTS CORP Sherman Patrick A Director BUY $47.07 11 $500 47,923
2021-04-02 18:41 2021-04-01 CARE Carter Bankshares, Inc. Van Dyke Litz H Director, Officer BUY $13.95 143 $1,995 18,278
2021-04-02 18:30 2021-04-01 CARE Carter Bankshares, Inc. FELDMANN GREGORY W Director BUY $13.95 25 $349 7,515
2021-04-02 15:33 2021-03-31 OPHC OptimumBank Holdings, Inc. Chan Heng Fai Ambrose Director BUY $0.00 282,377 $0 375,357
2021-03-30 00:43 2021-03-29 UBOH UNITED BANCSHARES INC/OH Schnipke Norman V Officer OPT+S $26.10 425 $11,093 15,333
2021-03-25 17:20 2021-03-15 CARE Carter Bankshares, Inc. Walsh Elizabeth L. Director BUY $14.15 40 $566 3,860
2021-03-22 17:36 2021-03-19 CAC CAMDEN NATIONAL CORP McCarthy Marie J Director BUY $47.91 166 $7,953 3,396
2021-03-22 17:35 2021-03-19 CAC CAMDEN NATIONAL CORP Denekas Craig N Director BUY $47.91 197 $9,438 5,032
2021-03-22 17:35 2021-03-19 CAC CAMDEN NATIONAL CORP Soderberg Carl John Director BUY $47.91 187 $8,959 74,079
2021-03-22 17:35 2021-03-19 CAC CAMDEN NATIONAL CORP Sterrs Lawrence J Director BUY $47.91 103 $4,935 6,538
2021-03-22 23:51 2021-03-18 FRME FIRST MERCHANTS CORP Lehman Gary Director OPT+S $48.38 3,000 $145,146 42,289
2021-03-22 17:36 2021-03-19 CAC CAMDEN NATIONAL CORP Flanagan David C Director BUY $47.91 288 $13,798 16,608
2021-03-22 18:55 2021-03-11 BANF BANCFIRST CORP /OK/ BRAND DENNIS L Director, Officer SELL $73.11 5,000 $365,550 21,000
2021-03-19 17:51 2021-03-17 TFC TRUIST FINANCIAL CORP Case Scott Officer SELL $58.39 9,851 $575,200 20,583
2021-03-19 00:02 2021-03-18 FRME FIRST MERCHANTS CORP Marhenke Michael C Director SELL $50.00 9,000 $450,000 27,023
2021-03-18 23:29 2021-03-16 TFC TRUIST FINANCIAL CORP Powell Cynthia B Officer SELL $58.45 4,334 $253,328 0
2021-03-18 22:24 2021-03-18 FDBC FIDELITY D & D BANCORP INC Hotchkiss Richard M. Director SELL $63.84 2,408 $153,727 21,250
2021-03-17 21:44 2021-03-16 PNC PNC FINANCIAL SERVICES GROUP, INC. Fallon Kieran John Officer SELL $176.60 125 $22,075 9,293
2021-03-17 22:38 2021-03-15 CBKM CONSUMERS BANCORP INC /OH/ PADEN FRANK L Director BUY $19.75 114 $2,250 5,659
2021-03-17 22:31 2021-03-15 CBKM CONSUMERS BANCORP INC /OH/ Goris Bradley Director BUY $19.75 324 $6,405 10,847
2021-03-16 23:37 2021-03-12 CASH PATHWARD FINANCIAL, INC. Sharett Anthony M. Officer SELL $46.18 1,700 $78,506 17,604
2021-03-16 23:40 2021-03-15 CASH PATHWARD FINANCIAL, INC. Hajek Douglas J. Director SELL $47.01 3,000 $141,030 16,181
2021-03-16 23:00 2021-03-05 CBNK Capital Bancorp Inc Greene Joseph M Director SELL $19.46 8,000 $155,640 194,451
2021-03-16 23:48 2021-03-15 USB US BANCORP DE Kotwal Shailesh M Officer SELL $53.41 38,000 $2,029,580 51,263
2021-03-16 21:24 2021-03-15 FUNC FIRST UNITED CORP/MD/ Rodeheaver Carissa Lynn Director, Officer BUY $19.73 202 $3,985 26,670
2021-03-16 20:22 2021-03-12 WSFS WSFS FINANCIAL CORP WRIGHT RICHARD Officer SELL $52.00 3,099 $161,148 56,369
2021-03-16 18:14 2021-03-15 ATLO AMES NATIONAL CORP LARSON JAMES R II Director BUY $26.50 200 $5,300 6,500
2021-03-16 00:06 2021-03-11 CAC CAMDEN NATIONAL CORP Smith Ryan A Officer BUY $36.14 391 $14,131 7,361
2021-03-16 00:02 2021-03-11 CAC CAMDEN NATIONAL CORP Martel William H Officer BUY $36.14 506 $18,287 2,927
2021-03-15 23:59 2021-03-11 CAC CAMDEN NATIONAL CORP Mirabile Jennifer Lloyd Officer BUY $36.14 608 $21,973 3,582
2021-03-15 23:55 2021-03-11 CAC CAMDEN NATIONAL CORP Rose Patricia A Officer BUY $36.14 653 $23,599 9,100
2021-03-15 23:53 2021-03-11 CAC CAMDEN NATIONAL CORP Nightingale Timothy P Officer BUY $36.14 794 $28,695 53,827
2021-03-16 00:04 2021-03-11 CAC CAMDEN NATIONAL CORP White Gregory A Officer BUY $36.14 553 $19,985 3,481
2021-03-15 23:48 2021-03-11 CAC CAMDEN NATIONAL CORP DUFOUR GREGORY A Director, Officer BUY $36.14 2,084 $75,316 103,019
2021-03-15 23:58 2021-03-11 CAC CAMDEN NATIONAL CORP CAMPBELL JOANNE T Officer BUY $36.14 644 $23,274 18,358
2021-03-15 23:14 2021-03-11 WSFS WSFS FINANCIAL CORP TURNER MARK A Director SELL $52.22 40,415 $2,110,471 103,654
2021-03-15 18:06 2021-03-12 SFST SOUTHERN FIRST BANCSHARES INC SEAVER R ARTHUR JR Director, Officer OPT+S $54.28 12,100 $656,754 78,891
2021-03-15 23:40 2021-03-15 CBKM CONSUMERS BANCORP INC /OH/ Lober Ralph J II Director, Officer BUY $19.88 70 $1,392 35,435
2021-03-12 23:35 2021-03-12 BANF BANCFIRST CORP /OK/ Slay John K JR Officer OPT+S $76.79 2,500 $191,975 0
2021-03-13 00:40 2021-03-10 CASH PATHWARD FINANCIAL, INC. Pharr Brett L. Officer SELL $46.29 2,343 $108,457 19,483
2021-03-12 21:37 2021-03-11 BOKF BOK FINANCIAL CORP Turpen Michael C. Director SELL $95.01 600 $57,006 2,238
2021-03-12 20:13 2021-03-12 NWBI Northwest Bancshares, Inc. Walker Shawn O Officer OPT+S $15.28 1,000 $15,280 45,333
2021-03-13 01:29 2021-03-12 CBNK Capital Bancorp Inc Burke Michael Joseph Director SELL $20.07 13,600 $272,952 61,852
2021-03-13 01:11 2021-03-12 ATLO AMES NATIONAL CORP Benson David W. Director BUY $26.75 35 $936 4,635
2021-03-12 17:44 2021-03-11 PNFP Pinnacle Financial Partners, Inc. 6.75% Non-Cumulative Perpetual Preferred Stock, Series B CARPENTER HAROLD R Officer SELL $90.09 2,221 $200,101 37,485
2021-03-13 01:52 2021-03-12 UMBF UMB FINANCIAL CORP Terry Thomas S Officer SELL $96.77 5,428 $525,274 30,479
2021-03-13 01:50 2021-03-12 UMBF UMB FINANCIAL CORP Terry Thomas S Officer OPT+S $96.52 5,358 $517,175 35,907
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.