CB Financial Services, Inc.
CBFVFigures shown here come from public SEC filings. Dates beside each section show the available history.
How CB Financial Services, Inc. Makes Money
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From revenue to net income
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Source: CB Financial Services, Inc. — 10-K filed Mar 11, 2022
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 14 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 17, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| HBK Sorce Advisory LLC | 2026-03-31 | 10,615 | $377K | SEC filing |
| Fourthstone LLC | 2026-03-31 | 10,245 | $350K | SEC filing |
| FIFTH THIRD BANCORP | 2026-03-31 | 4,650 | $159K | SEC filing |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2026-03-31 | 246 | $8.41K | SEC filing |
| Empowered Funds, LLC | 2026-03-31 | 36,840 | $1.26M | SEC filing |
| OSAIC HOLDINGS, INC. | 2026-03-31 | 733 | $25.1K | SEC filing |
| GAMMA Investing LLC | 2026-03-31 | 73 | $2.5K | SEC filing |
| Glen Eagle Advisors, LLC | 2026-03-31 | 75 | $2.56K | SEC filing |
| RENAISSANCE TECHNOLOGIES LLC | 2026-03-31 | 55,599 | $1.9M | SEC filing |
| PNC FINANCIAL SERVICES GROUP, INC. | 2026-03-31 | 24 | $820 | SEC filing |
| ACADIAN ASSET MANAGEMENT LLC | 2026-03-31 | 21,723 | Not shown | SEC filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 105,157 | $3.6M | SEC filing |
| CITIGROUP INC | 2026-03-31 | 214 | $7.32K | SEC filing |
| Connor, Clark & Lunn Investment Management Ltd. | 2026-03-31 | 9,327 | $319K | SEC filing |
| BARCLAYS PLC | 2026-03-31 | 8,670 | $296K | SEC filing |
| GOLDMAN SACHS GROUP INC | 2026-03-31 | 24,250 | $829K | SEC filing |
| IFP Advisors, Inc | 2026-03-31 | 16 | $547 | SEC filing |
| HAZLETT, BURT & WATSON, INC. | 2026-03-31 | 958 | Not shown | SEC filing |
| FEDERATED HERMES, INC. | 2026-03-31 | 98 | $3.35K | SEC filing |
| Sterling Capital Management LLC | 2026-03-31 | 153 | $5.23K | SEC filing |
- Each value is checked against CB Financial Services, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 2 rows: the filed value is about 1,000 times too small for the share count at CB Financial Services, Inc.'s share price.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- Waldron Private Wealth LLC: 60,306 shares reported 2025-12-31; 60,306 shares reported 2026-03-31.
- Tower Research Capital LLC (TRC): 317 shares reported 2025-12-31; 1,120 shares reported 2026-03-31.
- CITADEL ADVISORS LLC: 7,994 shares reported 2025-12-31; 6,126 shares reported 2026-03-31.
- WESBANCO BANK INC: 13,307 shares reported 2025-12-31; 13,307 shares reported 2026-03-31.
- ROTHSCHILD INVESTMENT LLC: 1 share reported 2025-12-31; 1 share reported 2026-03-31.
- Police & Firemen's Retirement System of New Jersey: 1,056 shares reported 2025-12-31; 1,056 shares reported 2026-03-31.
- BANK OF AMERICA CORP /DE/: 9,020 shares reported 2025-12-31; 7,417 shares reported 2026-03-31.
- Wilmington Savings Fund Society, FSB: 33,642 shares reported 2025-12-31; 33,642 shares reported 2026-03-31.
- Bank of New York Mellon Corp: 10,533 shares reported 2025-12-31; 9,363 shares reported 2026-03-31.
- M3F, Inc.: 164,014 shares reported 2025-12-31; 171,439 shares reported 2026-03-31.
- BNP PARIBAS FINANCIAL MARKETS: 1,148 shares reported 2025-12-31; 1,060 shares reported 2026-03-31.
- De Lisle Partners LLP: 34,074 shares reported 2025-12-31; 33,674 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
36 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among CB Financial Services, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2023-06-05 · LaCarte John J: Larger than 36 of the 38 other insider purchases of Common Stock on file. SEC filing
- 2020-09-23 · LaCarte John J: Larger than all 38 other insider purchases of Common Stock on file. SEC filing
- 2020-09-21 · LaCarte John J: Larger than 37 of the 38 other insider purchases of Common Stock on file. SEC filing
- 2020-09-02 · LaCarte John J: Larger than 35 of the 38 other insider purchases of Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2023-05-08–2023-05-11: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2021-02-25–2021-02-25: 4 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2020-09-15–2020-09-22: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2020-08-31–2020-09-02: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-03-05 | Cobain Stephen · Chief Credit Officer | Common Stock | S — Open market or private sale | −305 | 34.76 | SEC filing |
| 2026-03-05 | Cobain Stephen · Chief Credit Officer | Common Stock | S — Open market or private sale | −1 | 35.08 | SEC filing |
| 2026-03-05 | Cobain Stephen · Chief Credit Officer | Common Stock | S — Open market or private sale | −50 | 34.79 | SEC filing |
| 2026-03-05 | Cobain Stephen · Chief Credit Officer | Common Stock | S — Open market or private sale | −1,285 | 34.51 | SEC filing |
| 2026-03-05 | Cobain Stephen · Chief Credit Officer | Common Stock | S — Open market or private sale | −26 | 34.62 | SEC filing |
| 2026-03-05 | Cobain Stephen · Chief Credit Officer | Common Stock | S — Open market or private sale | −2 | 34.64 | SEC filing |
| 2026-03-05 | Cobain Stephen · Chief Credit Officer | Common Stock | S — Open market or private sale | −100 | 34.78 | SEC filing |
| 2026-03-05 | Cobain Stephen · Chief Credit Officer | Common Stock | S — Open market or private sale | −23 | 34.52 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-17 | Montgomery John Haines · President and CEO | Stock Options | M — Exercise or conversion of derivative security | −unknown | SEC filing |
| 2026-06-17 | Montgomery John Haines · President and CEO | Common Stock | M — Exercise or conversion of derivative security | +3,500 | SEC filing |
| 2026-03-05 | Cobain Stephen · Chief Credit Officer | Common Stock | M — Exercise or conversion of derivative security | +1,792 | SEC filing |
| 2026-03-05 | Cobain Stephen · Chief Credit Officer | Stock Options | M — Exercise or conversion of derivative security | −unknown | SEC filing |
| 2026-02-20 | Sharp Bruce A. · SEVP & Chief Comm Loan Officer | Stock Options | M — Exercise or conversion of derivative security | −unknown | SEC filing |
| 2026-02-20 | Sharp Bruce A. · SEVP & Chief Comm Loan Officer | Common Stock | M — Exercise or conversion of derivative security | +2,400 | SEC filing |
| 2026-02-20 | Sharp Bruce A. · SEVP & Chief Comm Loan Officer | Common Stock | M — Exercise or conversion of derivative security | +640 | SEC filing |
| 2026-02-20 | Sharp Bruce A. · SEVP & Chief Comm Loan Officer | Common Stock | M — Exercise or conversion of derivative security | +1,070 | SEC filing |
Showing 8 of 32 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2020-11-13 (amended) | Baily Karl G. · Director | Common Stock | L — Small acquisition | +3 | SEC filing |
| 2020-11-09 (amended) | Baily Karl G. · Director | Common Stock | L — Small acquisition | +57 | SEC filing |
| 2020-11-09 (amended) | Baily Karl G. · Director | Common Stock | L — Small acquisition | +150 | SEC filing |
| 2020-11-09 | Baily Karl G. · Director | Common Stock | L — Small acquisition | +68 | SEC filing |
| 2020-11-06 (amended) | Baily Karl G. · Director | Common Stock | L — Small acquisition | +227 | SEC filing |
Showing 5 of 5 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.