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CB Financial Services (CBFV) SEVP details stock and option ownership

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3/A

Rhea-AI Filing Summary

CB Financial Services, Inc. officer Matthew Lawrence, SEVP & Chief Commercial Loan Officer, filed an amended initial ownership report detailing his equity position. He directly owns 4,276 shares of common stock, which include several tranches of restricted stock that vest 20% annually beginning on February 16, 2024, February 16, 2025, and February 16, 2026. He also indirectly owns 1,500 shares of common stock through an IRA. In addition, he holds stock options for 4,800 shares at $25.56, 1,920 shares at $22.01, and 4,280 shares at $22.12, each vesting 20% per year starting on their respective grant dates in 2024, 2025, and 2026.

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Insider Sharp Bruce A.
Role SEVP & Chief Comm Loan Officer
Type Security Shares Price Value
holding Stock Options -- -- --
holding Stock Options -- -- --
holding Stock Options -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Stock Options — 4,800 shares (Direct); Common Stock — 4,276 shares (Direct); Common Stock — 1,500 shares (Indirect, By IRA)
Footnotes (1)
  1. Includes shares of restricted stock which vest at a rate of 20% per year commencing on February 16, 2024. Includes shares of restricted stock which vest at a rate of 20% per year commencing on February 16, 2025. Includes shares of restricted stock which vest at a rate of 20% per year commencing on February 16, 2026. Stock options vest at a rate of 20% per year commencing on February 7, 2024. Stock options vest at a rate of 20% per year commencing on February 16, 2025. Stock options vest at a rate of 20% per year commencing on February 16, 2026.
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SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0104
Estimated average burden
hours per response: 0.5
1. Name and Address of Reporting Person*
Sharp Bruce A.
(Last) (First) (Middle)
100 N. MARKET STREET
(Street)
CARMICHAELS PA 15320
(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
09/09/2025 		3. Issuer Name and Ticker or Trading Symbol
CB Financial Services, Inc. [ CBFV ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
SEVP & Chief Comm Loan Officer
5. If Amendment, Date of Original Filed (Month/Day/Year)
09/09/2025
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock 4,276(1)(2)(3) D
Common Stock 1,500 I By IRA
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Stock Options 02/07/2023 02/07/2032 Common Stock 4,800(4) $25.56 D
Stock Options 02/16/2024 02/16/2033 Common Stock 1,920(5) $22.01 D
Stock Options 02/16/2025 02/16/2034 Common Stock 4,280(6) $22.12 D
Explanation of Responses:
1. Includes shares of restricted stock which vest at a rate of 20% per year commencing on February 16, 2024.
2. Includes shares of restricted stock which vest at a rate of 20% per year commencing on February 16, 2025.
3. Includes shares of restricted stock which vest at a rate of 20% per year commencing on February 16, 2026.
4. Stock options vest at a rate of 20% per year commencing on February 7, 2024.
5. Stock options vest at a rate of 20% per year commencing on February 16, 2025.
6. Stock options vest at a rate of 20% per year commencing on February 16, 2026.
/s/ Matthew Lawrence, pursuant to power of attorney 02/09/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source: View Original Filing on SEC EDGAR

FAQ

What insider filed this Form 3/A for CB Financial Services (CBFV)?

The filing is for Matthew Lawrence, who serves as SEVP & Chief Commercial Loan Officer of CB Financial Services, Inc. The Form 3/A reports his beneficial ownership of common stock and stock options as required under Section 16 of the Securities Exchange Act.

How many CB Financial Services (CBFV) shares does Matthew Lawrence own directly?

Matthew Lawrence directly owns 4,276 shares of CB Financial Services common stock. This figure includes multiple grants of restricted stock that vest in 20% increments each year beginning on February 16, 2024, 2025, and 2026 according to the filed footnotes.

What indirect CB Financial Services (CBFV) holdings does Matthew Lawrence report?

He reports indirect ownership of 1,500 shares of CB Financial Services common stock through an IRA. These shares are listed separately from his directly held shares, reflecting that they are held in an individual retirement account rather than in his own name.

What stock options in CBFV does Matthew Lawrence hold and at what exercise prices?

He holds options for 4,800 shares at $25.56, 1,920 shares at $22.01, and 4,280 shares at $22.12. All options are on CB Financial Services common stock and are scheduled to vest in 20% annual installments beginning on specified future dates.

When do Matthew Lawrence’s CB Financial Services (CBFV) stock options vest?

His options vest 20% per year starting February 7, 2024 for the 4,800-share grant, February 16, 2025 for the 1,920-share grant, and February 16, 2026 for the 4,280-share grant. This creates multi-year, time-based vesting schedules for each option award.

How do the restricted CB Financial Services (CBFV) shares in this filing vest?

The restricted shares included in his 4,276 directly owned shares vest at 20% per year in three separate schedules. Those schedules commence on February 16, 2024, February 16, 2025, and February 16, 2026, gradually converting restricted stock into fully vested common shares.