SB Financial Group, Inc.
SBFGFigures shown here come from public SEC filings. Dates beside each section show the available history.
How SB Financial Group, Inc. Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
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.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 7 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 15, 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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2026-03-31 | 19,633 | $412K | SEC filing |
| Police & Firemen's Retirement System of New Jersey | 2026-03-31 | 1,532 | $32.2K | SEC filing |
| DIMENSIONAL FUND ADVISORS LP | 2026-03-31 | 197,772 | $4.15M | SEC filing |
| CITIGROUP INC | 2026-03-31 | 263 | $5.52K | SEC filing |
| STRS OHIO | 2026-03-31 | 7,000 | $147K | SEC filing |
| BNP PARIBAS FINANCIAL MARKETS | 2026-03-31 | 1,727 | $36.3K | SEC filing |
| FMR LLC | 2026-03-31 | 23 | $483 | SEC filing |
| PRINCETON CAPITAL MANAGEMENT LLC | 2026-03-31 | 18,408 | $387K | SEC filing |
| ROTHSCHILD INVESTMENT LLC | 2026-03-31 | 7 | $147 | SEC filing |
| Valmark Advisers, Inc. | 2026-03-31 | 22,917 | $481K | SEC filing |
| Venture Visionary Partners LLC | 2026-03-31 | 23,968 | $503K | SEC filing |
| GOLDMAN SACHS GROUP INC | 2026-03-31 | 85,547 | $1.8M | SEC filing |
| GLOBEFLEX CAPITAL L P | 2026-03-31 | 7,085 | $149K | SEC filing |
| Russell Investments Group, Ltd. | 2026-03-31 | 615 | $12.9K | SEC filing |
| GAMMA Investing LLC | 2026-03-31 | 14 | $294 | SEC filing |
| DEUTSCHE BANK AG\ | 2026-03-31 | 2,709 | $56.9K | SEC filing |
| HANTZ FINANCIAL SERVICES, INC. | 2026-03-31 | 228 | Not shown | SEC filing |
| ACADIAN ASSET MANAGEMENT LLC | 2026-03-31 | 15,884 | Not shown | SEC filing |
| LSV ASSET MANAGEMENT | 2026-03-31 | 4,700 | Not shown | SEC filing |
| Sterling Capital Management LLC | 2026-03-31 | 190 | $3.99K | SEC filing |
- Each value is checked against SB Financial Group, 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 3 rows: the filed value is about 1,000 times too small for the share count at SB Financial Group, 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.
- MANUFACTURERS LIFE INSURANCE COMPANY, THE: 473,718 shares reported 2025-12-31; 470,502 shares reported 2026-03-31.
- EverSource Wealth Advisors, LLC: 25 shares reported 2025-12-31; 24 shares reported 2026-03-31.
- SJS Investment Consulting Inc.: 3,794 shares reported 2025-12-31; 3,794 shares reported 2026-03-31.
- Ameritas Investment Partners, Inc.: 606 shares reported 2025-12-31; 606 shares reported 2026-03-31.
- CITADEL ADVISORS LLC: 14,964 shares reported 2025-12-31; 14,675 shares reported 2026-03-31.
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.: 2,727 shares reported 2025-12-31; 2,795 shares reported 2026-03-31.
- True Wealth Design, LLC: 5 shares reported 2025-12-31; 5 shares reported 2026-03-31.
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 263 shares reported 2025-12-31; 263 shares reported 2026-03-31.
- GEODE CAPITAL MANAGEMENT, LLC: 145,037 shares reported 2025-12-31; 139,078 shares reported 2026-03-31.
- JPMORGAN CHASE & CO: 3,432 shares reported 2025-12-31; 2,397 shares reported 2026-03-31.
- Empowered Funds, LLC: 46,021 shares reported 2025-12-31; 46,021 shares reported 2026-03-31.
- Cutler Capital Management, LLC: 390,982 shares reported 2025-12-31; 390,137 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
35 filers have only one report here.
Independent insiders buying near the same time
- 2025-06-20–2025-06-23: 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 )
- 2023-05-16–2023-05-22: 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 )
- 2023-05-09–2023-05-16: 3 event(s) across 3 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 )
- 2023-03-17–2023-03-24: 3 event(s) across 3 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 )
- 2023-03-14–2023-03-17: 5 event(s) across 5 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 , filing )
- 2020-08-10–2020-08-14: 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 )
- 2020-08-03–2020-08-10: 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 )
- 2020-03-13–2020-03-19: 4 event(s) across 3 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 )
- 2020-03-10–2020-03-16: 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 )
- 2020-02-24–2020-02-27: 4 event(s) across 3 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 )
- 2019-08-14–2019-08-15: 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 )
- 2019-06-05–2019-06-11: 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 )
- 2018-02-13–2018-02-13: 9 event(s) across 9 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 , filing , filing , filing , filing , filing )
- 2016-06-08–2016-06-08: 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 )
- 2015-12-21–2015-12-28: 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 | |||
|---|---|---|---|---|---|---|
| 2026-06-15 | HARDGROVE RICHARD L · Director | COMMON STOCK | S — Open market or private sale | +650 | 23.00 | SEC filing |
| 2026-03-04 | Strausbaugh Sue Ann · Director | COMMON STOCK | P — Open market or private purchase | +48 | 20.68 | SEC filing |
| 2026-02-04 | HARDGROVE RICHARD L · Director | COMMON STOCK | S — Open market or private sale | −977 | 22.15 | SEC filing |
| 2025-06-23 | CLAXTON TIMOTHY L. · Director | COMMON STOCK | P — Open market or private purchase | +2,000 | 17.64 | SEC filing |
| 2025-06-20 | KLEIN MARK A · CHAIRMAN, PRESIDENT, CEO | COMMON STOCK | P — Open market or private purchase | +100 | 17.55 | SEC filing |
| 2025-03-06 | Homoelle David A. · EVP OF SUBSIDIARY | COMMON STOCK | P — Open market or private purchase | +322 | 21.15 | SEC filing |
| 2025-02-26 | CARTER GEORGE W · Director | COMMON STOCK | P — Open market or private purchase | +134 | 21.08 | SEC filing |
| 2025-02-13 | Homoelle David A. · EVP OF SUBSIDIARY | COMMON STOCK | S — Open market or private sale | +937 | 23.43 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-02-05 | CARTER GEORGE W · Director | COMMON STOCK | A — Grant, award, or other acquisition | +1,150 | SEC filing |
| 2026-02-05 | GAYTAN GARCIA JUAN ERNESTO · EVP OF SUBSIDIARY | COMMON STOCK | A — Grant, award, or other acquisition | +3,672 | SEC filing |
| 2026-02-05 | HELBERG TOM R · Director | COMMON STOCK | A — Grant, award, or other acquisition | +1,150 | SEC filing |
| 2026-02-05 | FINN GAYLYN J · Director | COMMON STOCK | A — Grant, award, or other acquisition | +1,150 | SEC filing |
| 2026-02-05 | COSENTINO ANTHONY VAN · EVP & CFO | COMMON STOCK | A — Grant, award, or other acquisition | +3,672 | SEC filing |
| 2026-02-05 | Strausbaugh Sue Ann · Director | COMMON STOCK | A — Grant, award, or other acquisition | +50 | SEC filing |
| 2026-02-05 | CLAXTON TIMOTHY L. · Director | COMMON STOCK | A — Grant, award, or other acquisition | +1,150 | SEC filing |
| 2026-02-05 | KLEIN MARK A · CHAIRMAN, PRESIDENT, CEO | COMMON STOCK | A — Grant, award, or other acquisition | +7,348 | SEC filing |
Showing 8 of 33 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2017-02-06 | FAWCETT JR ROBERT A · Director | COMMON STOCK | D — Disposition to the issuer | +1,615 | SEC filing |
| 2016-12-19 | KLEIN MARK A · CHAIRMAN, PRESIDENT & CEO | COMMON STOCK | D — Disposition to the issuer | −3,616 | SEC filing |
Showing 2 of 2 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.