Welcome to our dedicated page for Ameriserv Finl SEC filings (Ticker: ASRV), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
AmeriServ Financial Inc. filings document a Pennsylvania bank holding company whose common stock is registered on the Nasdaq Stock Market under ASRV. Recent Form 8-K reports record quarterly and annual financial results, Board-declared common stock cash dividends, and Regulation FD communications tied to the company's investor presentation and labor contract.
The filings also cover material definitive agreements involving consulting services, shareholder voting results from the annual meeting, director elections and other governance matters, and executive officer transition disclosure. These records frame AmeriServ through community banking, wealth management, capital-return actions, governance, and public-company reporting obligations.
AmeriServ Financial Inc. director Daniel A. Onorato reported an automatic share increase through the company’s dividend reinvestment program. Onorato acquired 440 shares of common stock at $3.8359 per share on a grant/award basis, bringing his directly held total to 57,650 shares.
AmeriServ Financial director Kim W. Kunkle reported stock acquisitions through dividend reinvestment. On February 17, 2026, Kunkle received a total of 1,314 shares of common stock in three grant or award-type acquisitions at a price of $3.8359 per share, as indicated by the filing and related footnote.
After these transactions, Kunkle directly owned 180,007 shares of AmeriServ common stock. The filing also shows an additional 67,390 shares held indirectly through Laurel Holdings, Inc., reflecting separate indirect ownership alongside the direct holdings.
AmeriServ Financial director reinvests dividends into stock
AmeriServ Financial director David J. Hickton acquired 199 shares of common stock on February 17, 2026 at an average price of $3.8359 per share. According to the filing, these shares were acquired through dividend reinvestment, bringing his directly owned stake to 26,163 shares.
AmeriServ Financial Inc. executive David A. Finui reported an automatic acquisition of common stock through dividend reinvestment. On this transaction date, 9 shares were acquired at 3.8359 per share, bringing his directly held ownership to 2,234 common shares.
AmeriServ Financial director Richard W. Bloomingdale increased his holdings through dividend reinvestment. On the stated transaction date, he acquired 226 shares of common stock at $3.8359 per share via a grant/award-type transaction, bringing his directly owned total to 31,898 shares.
AmeriServ Financial EVP & CFO Michael D. Lynch reported an option exercise involving company stock. On January 23, 2026, he exercised stock options to acquire 3,000 shares of common stock at $2.96 per share. Following this transaction, he beneficially owned 23,892 shares of AmeriServ common stock, some held jointly with his spouse, and 14,119 stock options remained outstanding. The filing reflects a routine equity compensation event rather than an open-market purchase or sale.
Brent D. Baird and Ann N. Bonte have filed Amendment No. 2 to their Schedule 13D on AmeriServ Financial Inc. common stock. The filing reports that Baird beneficially owns 1,120,984 shares, representing 6.8% of the outstanding common stock, and Bonte beneficially owns 55,000 shares, or 0.3%. In total, they purchased 1,175,984 shares for $3,383,502.39 using personal funds.
The shares were acquired for investment purposes. The investors state they may buy more or sell shares, and may engage in communications with AmeriServ’s management, board, other shareholders, or third parties, as well as consider various transactions including hedging or derivative positions, depending on market conditions and the company’s situation.
AmeriServ Financial, Inc. filed a current report describing two key updates. The company announced its fourth quarter and full year 2025 results for the period ended December 31, 2025, as outlined in a press release furnished as Exhibit 99.1.
The Board of Directors also declared a quarterly common stock cash dividend of $0.03 per share. This dividend is payable on February 17, 2026 to shareholders of record as of February 2, 2026, as stated in the January 20, 2026 press release incorporated into the filing.
SB Value Partners, L.P. filed an amended Schedule 13D reporting beneficial ownership of 1,645,051 shares of AmeriServ Financial common stock, representing 9.7% of the class. This figure includes 370,500 shares to be issued to SB Value and an affiliate under an Amended and Restated Consulting Agreement and 1,274,551 shares held before that issuance. The percentage is based on 16,522,267 shares outstanding as of November 10, 2025 plus 433,000 shares to be issued under the new agreement.
The amended agreement, effective January 6, 2026, expands SB Value’s consulting role beyond wealth management through June 30, 2026, with automatic six‑month extensions up to April 15, 2029. As consideration, AmeriServ agreed to issue 350,000 SBV Shares to SB Value (or its affiliate) and 83,000 Employee Incentive Shares for certain employees and affiliates, alongside monthly cash fees of $20,000, up to $20,000 per month in salary reimbursements, and additional incentive cash payments. SB Value and its affiliates are restricted from transferring specified shares until the later of December 31, 2027 or the end of the Phase II consulting period, after which AmeriServ has a one‑year right to purchase any shares SB Value seeks to transfer.
AmeriServ Financial, Inc. entered into an Amended and Restated Consulting Agreement with SB Value Partners, L.P., expanding the scope and duration of prior consulting work and adding a new Phase II program. SB Value Partners already beneficially owns 1,274,551 AmeriServ common shares, or approximately 7.7% of outstanding shares.
As compensation for past and expanded services, AmeriServ agreed to issue 350,000 shares of common stock to SB Value Partners and 83,000 shares for certain of its employees and affiliates, bringing the advisor’s holdings to about 1,645,051 shares, or roughly 9.7% of outstanding shares. The advisor will also receive a monthly cash fee of $20,000, reimbursement of up to $20,000 per month for two seconded employees, additional incentive cash payments, and expense reimbursement. The agreement includes multi‑year transfer restrictions on the advisor’s shares and gives AmeriServ a right to purchase shares the advisor later seeks to sell at a price based on a 10-day volume weighted average closing price, and it runs until the earlier of April 15, 2029 or termination of a related cooperation agreement.