Financial Services
Exclusive insider sentiment analysis for the Financial Services sector. Track real-time Director purchases and institutional money flow to identify high-conviction opportunities before the market reacts.
| Filing Date | Trade Date | Ticker | Company Name | Reporting Person | Relationship | Industry | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-29 18:20 | 2026-05-28 | SPFX | STANDARD PREMIUM FINANCE HOLDINGS, INC. | Hoechner Carl Christian | Director | Credit Services | BUY | $2.13 | 100 | $213 | 172,738 | +0.1% |
| 2026-05-29 18:23 | 2026-05-29 | ATLO | AMES NATIONAL CORP | Cassabaum Michelle R | Director | Banks - Regional | BUY | $28.83 | 170 | $4,901 | 9,988 | +1.7% |
| 2026-05-29 18:09 | 2026-05-27 | HNVR | Hanover Bancorp, Inc. /MD | Golden Robert | Director | Banks - Regional | SALE | $23.53 | 1,295 | $30,471 | 31,702 | -3.9% |
| 2026-05-29 18:19 | 2026-05-28 | BVFL | BV Financial, Inc. | Galli Joseph S | Director | Banks - Regional | SALE | $19.94 | 3,404 | $67,876 | 24,674 | -12.1% |
| 2026-05-29 17:36 | 2026-05-27 | RCG | RENN Fund, Inc. | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% owner | Asset Management | BUY | $2.72 | 1,512 | $4,105 | 911,496 | +0.2% |
| 2026-05-29 17:46 | 2026-05-28 | BSVN | Bank7 Corp. | Haines Douglas A | Officer; Reg. Pres. of West. OK & KS | Banks - Regional | SALE | $44.07 | 1,000 | $44,074 | 16,647 | -5.7% |
| 2026-05-29 14:54 | 2026-05-27 | BVFL | BV Financial, Inc. | Galli Joseph S | Director | Banks - Regional | SALE | $19.90 | 2,027 | $40,341 | 28,078 | -6.7% |
| 2026-05-29 13:17 | 2026-05-27 | AFL | AFLAC INC | Japan Post Holdings Co., Ltd. | 10% owner | Insurance - Life | SALE | $115.50 | 11,400 | $1,316,644 | 51,302,145 | 0.0% |
| 2026-05-29 12:53 | 2026-05-28 | DGICA | DONEGAL GROUP INC | DONEGAL MUTUAL INSURANCE CO | 10% owner | Insurance - Property & Casualty | BUY | $16.98 | 8,500 | $144,356 | 14,081,609 | +0.1% |
| 2026-05-29 12:58 | 2026-05-28 | LCNB | LCNB CORP | Meilstrup Eric J | Director, Officer; CEO | Banks - Regional | BUY | $16.95 | 400 | $6,778 | 53,478 | +0.8% |
| 2026-05-29 13:03 | 2026-05-27 | PKBK | PARKE BANCORP, INC. | DOBSON ARRET F | Director | Banks - Regional | SALE | $31.61 | 11,000 | $347,710 | 108,143 | -9.2% |
| 2026-05-28 20:24 | 2026-05-28 | SCHW | SCHWAB CHARLES CORP | Wurster Richard A | Director, Officer; President & CEO | Capital Markets | BUY | $84.23 | 21,959 | $1,849,512 | 218,409 | +11.2% |
| 2026-05-28 20:09 | 2026-05-26 | STT | STATE STREET CORP | Hu W. Bradford | Officer; EVP and Chief Risk Officer | Asset Management | SALE | $155.35 | 9,212 | $1,431,084 | 59,552 | -13.4% |
| 2026-05-28 20:09 | 2026-05-26 | STT | STATE STREET CORP | O HANLEY RONALD P | Director, Officer; Chairman, CEO and President | Asset Management | SALE | $155.35 | 14,553 | $2,260,809 | 255,512 | -5.4% |
| 2026-05-29 01:43 | 2026-01-23 | STEX | Streamex Corp. | Lekstrom Morgan Lee | Director, Officer; Interim Executive Chairman | Capital Markets | BUY | $3.13 | 47,000 | $147,289 | 54,000 | +671.4% |
| 2026-05-29 01:30 | 2026-05-27 | FLD | Fold Holdings, Inc. | Young Bracebridge H Jr | Director | Capital Markets | BUY | $1.03 | 10,000 | $10,303 | 50,100 | +24.9% |
| 2026-05-29 01:30 | 2026-05-26 | FLD | Fold Holdings, Inc. | Reeves William Brian Poppic | Officer, 10% owner; Chief Executive Officer | Capital Markets | SALE | $1.03 | 18,062 | $18,519 | 5,474,306 | -0.3% |
| 2026-05-29 01:18 | 2026-05-26 | WULF | TERAWULF INC. | Prager Paul B. | Director, Officer; Chief Executive Officer | Capital Markets | SALE | $25.17 | 333,300 | $8,389,961 | 4,082,552 | -7.5% |
| 2026-05-29 00:47 | 2026-05-27 | RDN | RADIAN GROUP INC | CULANG HOWARD BERNARD | Director, Other | Insurance - Specialty | SALE | $36.00 | 3,612 | $130,032 | 8,050 | -31.0% |
| 2026-05-29 00:01 | 2026-05-26 | PAX | Patria Investments Ltd | Neto Olimpio Matarazzo | Director | Asset Management | BUY | $11.40 | 30,000 | $341,850 | 75,000 | +66.7% |
| 2026-05-28 23:35 | 2026-05-26 | HTH | Hilltop Holdings Inc. | Bobbitt Rhodes R | Director | Financial Conglomerates | SALE | $37.88 | 20,000 | $757,500 | 97,016 | -17.1% |
| 2026-05-28 23:40 | 2026-05-28 | NAKA | Nakamoto Inc. | Bailey David F | Director, Officer, 10% owner; Chief Executive Officer | Capital Markets | BUY | $5.62 | 55,115 | $309,515 | 3,175,476 | +1.8% |
| 2026-05-28 22:04 | 2026-05-26 | PNC | PNC FINANCIAL SERVICES GROUP, INC. | Feldstein Andrew T | Director | Banks - Regional | SALE | $220.57 | 45,000 | $9,925,479 | 10,749 | -80.7% |
| 2026-05-28 21:24 | 2026-05-26 | PSEC | PROSPECT CAPITAL CORP | Barry John F | Director, Officer, 10% owner; CHIEF EXECUTIVE OFFICER | Asset Management | BUY | $2.32 | 433,000 | $1,006,682 | 87,122,376 | +0.5% |
| 2026-05-28 20:54 | 2026-05-26 | HLNE | Hamilton Lane INC | Rogers Hartley R. | Director, Officer, 10% owner; Executive Co-Chairman | Asset Management | BUY | $90.08 | 110,932 | $9,992,333 | 55,466 | +100.0% |
| 2026-05-28 20:49 | 2026-05-27 | APO | Apollo Global Management, Inc. | Zito John P. | Officer; Co-President (see Remarks) | Asset Management | SALE | $130.66 | 48,644 | $6,355,708 | 3,063,696 | -1.6% |
| 2026-05-28 20:30 | 2026-05-26 | ICE | Intercontinental Exchange, Inc. | Surdykowski Andrew J | Officer; General Counsel | Financial Data & Stock Exchanges | OPT+S | $151.56 | 4,573 | $693,073 | 45,473 | -9.1% |
| 2026-05-28 20:32 | 2026-05-26 | WHG | WESTWOOD HOLDINGS GROUP INC | BYRNE SUSAN M | Other | Asset Management | SALE | $16.27 | 4,756 | $77,394 | 278,674 | -1.7% |
| 2026-05-28 20:34 | 2026-05-27 | BFST | Business First Bancshares, Inc. | Cummings George W. III | Director | Banks - Regional | SALE | $27.92 | 11,595 | $323,732 | 296,180 | -3.8% |
| 2026-05-28 20:15 | 2026-05-27 | RLI | RLI CORP | Klobnak Jennifer L | Officer; CHIEF OPERATING OFFICER | Insurance - Property & Casualty | BUY | $52.72 | 2,000 | $105,440 | 104,318 | +2.0% |
| 2026-05-28 20:15 | 2026-05-27 | RLI | RLI CORP | Kliethermes Craig W | Officer; CHIEF EXECUTIVE OFFICER | Insurance - Property & Casualty | BUY | $52.00 | 2,000 | $104,000 | 150,990 | +1.3% |
| 2026-05-28 20:15 | 2026-05-27 | XZO | Exzeo Group, Inc. | Patel Paresh | Director, Officer; Chief Executive Officer | Insurance - Diversified | BUY | $13.67 | 2,000 | $27,340 | 1,672,013 | +0.1% |
| 2026-05-28 20:15 | 2026-05-27 | CUBI | Customers Bancorp, Inc. | SIDHU JAY S | Director, Officer; Chairman | Banks - Regional | SALE | $76.23 | 60,315 | $4,597,565 | 767,557 | -7.3% |
| 2026-05-28 19:49 | 2026-05-27 | UBCP | UNITED BANCORP INC /OH/ | GREENWOOD RANDALL M | Officer; SR VP CFO and Treasurer | Banks - Regional | BUY | $14.93 | 1,034 | $15,438 | 85,214 | +1.2% |
| 2026-05-28 20:01 | 2026-05-27 | TIPT | TIPTREE INC. | Ilany Jonathan | Director | Insurance - Specialty | BUY | $17.45 | 990 | $17,276 | 193,011 | +0.5% |
| 2026-05-28 20:03 | 2026-05-28 | FKYS | FIRST KEYSTONE CORP | Bower Donald Matthew | Director | Banks - Regional | BUY | $18.00 | 1,000 | $18,000 | 7,930 | +14.4% |
| 2026-05-28 19:42 | 2026-05-27 | UBCP | UNITED BANCORP INC /OH/ | Clark Jonathan CHASE | Director | Banks - Regional | BUY | $14.93 | 1,511 | $22,559 | 55,638 | +2.8% |
| 2026-05-28 19:45 | 2026-05-27 | UBCP | UNITED BANCORP INC /OH/ | Ball Erin S | Director | Banks - Regional | BUY | $14.93 | 632 | $9,436 | 17,812 | +3.7% |
| 2026-05-28 19:30 | 2026-05-28 | CZFS | CITIZENS FINANCIAL SERVICES INC | Gephart LeeAnn | Officer; EXECUTIVE VICE PRESIDENT | Banks - Regional | SALE | $64.78 | 24 | $1,555 | 837 | -2.8% |
| 2026-05-28 19:34 | 2026-05-28 | CZNC | CITIZENS & NORTHERN CORP | Trate Christian C | Director | Banks - Regional | SALE | $21.10 | 229 | $4,832 | 5,358 | -4.1% |
| 2026-05-28 19:09 | 2026-05-27 | UBCP | UNITED BANCORP INC /OH/ | HOOPINGARNER JOHN M | Director | Banks - Regional | BUY | $14.93 | 931 | $13,900 | 52,609 | +1.8% |
| 2026-05-28 18:58 | 2026-05-28 | PFBX | PEOPLES FINANCIAL CORP /MS/ | Swetman Andrew T | Officer, 10% owner; First Vice President | Banks - Regional | SALE | $21.25 | 1,000 | $21,250 | 517,184 | -0.2% |
| 2026-05-28 18:37 | 2026-05-27 | UBCP | UNITED BANCORP INC /OH/ | Glessner Gary W | Director | Banks - Regional | BUY | $14.93 | 3,527 | $52,658 | 108,002 | +3.4% |
| 2026-05-28 18:39 | 2026-05-28 | PFBX | PEOPLES FINANCIAL CORP /MS/ | Barnes Ronald G | Director | Banks - Regional | BUY | $21.25 | 1,000 | $21,250 | 3,695 | +37.1% |
| 2026-05-28 18:41 | 2026-05-27 | UBCP | UNITED BANCORP INC /OH/ | EVERSON SCOTT A | Officer; Chairman Pres and CEO | Banks - Regional | BUY | $14.93 | 2,213 | $33,040 | 143,162 | +1.6% |
| 2026-05-28 18:46 | 2026-05-27 | UBCP | UNITED BANCORP INC /OH/ | Branstetter Matthew Fredrick | Officer; Chief Operating Officer | Banks - Regional | BUY | $14.93 | 380 | $5,673 | 60,128 | +0.6% |
| 2026-05-28 18:31 | 2026-05-26 | CCBG | CAPITAL CITY BANK GROUP INC | BARRON THOMAS A | Director, Officer; TREASURER | Banks - Regional | SALE | $46.38 | 6,000 | $278,280 | 147,979 | -3.9% |
| 2026-05-28 18:33 | 2026-05-28 | STEX | Streamex Corp. | Lekstrom Morgan Lee | Director, Officer; Interim Executive Chairman | Capital Markets | BUY | $1.47 | 34,000 | $49,980 | 309,000 | +12.4% |
| 2026-05-28 18:34 | 2026-05-28 | UBCP | UNITED BANCORP INC /OH/ | Schunn Bethany E | Director, Other | Banks - Regional | BUY | $14.93 | 1,175 | $17,543 | 20,457 | +6.1% |
| 2026-05-28 18:06 | 2026-05-27 | TY | TRI-CONTINENTAL Corp | Jin Yan | Other | Asset Management | SALE | $34.87 | 2,500 | $87,175 | 12,919 | -16.2% |
Strategic Analysis
Analyzing insider transactions within the Financial Services sector provides critical insights into institutional sentiment. When multiple executives across different companies in the same industry exhibit similar buying patterns (cluster buying), it often signals an upcoming sector-wide recovery or undervalued market conditions.
Regulatory Transparency
Our platform tracks SEC Form 4 filings in real-time. We differentiate between routine option exercises and open-market purchases to give you a clear view of "Skin in the Game". Understanding the roles of Directors vs. 10% Owners helps prioritize signals that carry the most predictive weight.
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.