CB Financial CEO exercises options for 3,500 shares
CB Financial Services, Inc. President and CEO John Haines reported an option exercise that increased his direct common stock holdings.
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Form Type
4
Rhea-AI Filing Summary
CB Financial Services, Inc. President and CEO John Haines reported an option exercise that increased his direct common stock holdings. He exercised stock options to acquire 3,500 shares of Common Stock at $18.60 per share, bringing his direct ownership to 42,537 shares.
He also holds 2,500 Common Stock shares indirectly through an IRA. In addition, he retains several stock option awards over Common Stock with exercise prices between $22.01 and $26.25 and expirations from 2032 to 2034, providing ongoing equity-based exposure alongside his restricted stock that vests in 20% annual increments.
Insider Trade Summary
0 shares exercised/converted
Exercise
7 txns
Insider
Montgomery John Haines
Role
President and CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Stock Options | 0 | $0.00 | $0.00 |
| Exercise | Common Stock | 3,500 | $18.60 | $65K |
| holding | Stock Options | -- | -- | -- |
| holding | Stock Options | -- | -- | -- |
| holding | Stock Options | -- | -- | -- |
| holding | Stock Options | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Stock Options — 43,290 contracts for 42,290 underlying shares (Direct);
Common Stock — 42,537 shares (Direct);
Common Stock — 2,500 shares (Indirect, By IRA)
Footnotes (7)
- F1. Includes shares of restricted stock which vest at a rate of 20% per year commencing on February 16, 2023.
- F2. Includes shares of restricted stock which vest at a rate of 20% per year commencing on February 16, 2024.
- F3. Includes shares of restricted stock which vest at a rate of 20% per year commencing on February 16, 2025.
- F4. Includes shares of restricted stock which vest at a rate of 20% per year commencing on February 16, 2026.
- F5. Includes shares of restricted stock which vest at a rate of 20% per year commencing on February 16, 2027.
- F6. Stock options vest at a rate of 20% per year commencing on February 16, 2024.
- F7. Stock options vest at a rate of 20% per year commencing on February 16, 2025.
Key Figures
Shares acquired via option exercise: 3,500 shares
Exercise price: $18.60/share
Direct common shares after transaction: 42,537 shares
+5 more
8 metrics
Shares acquired via option exercise
3,500 shares
Common Stock acquired at $18.60 per share on 2026-06-17
Exercise price
$18.60/share
Stock options exercised into 3,500 Common Stock shares
Direct common shares after transaction
42,537 shares
Direct ownership of Common Stock following option exercise
Indirect common shares (IRA)
2,500 shares
Common Stock held indirectly through an IRA
Option grant 1 exercise price
$24.03/share
Stock options over 10,000 underlying shares expiring 2033-12-20
Option grant 2 exercise price
$26.25/share
Stock options over 10,000 underlying shares expiring 2032-02-16
Option grant 3 exercise price
$22.01/share
Stock options over 8,500 underlying shares expiring 2033-02-16
Option grant 4 exercise price
$22.12/share
Stock options over 13,790 underlying shares expiring 2034-02-16
Key Terms
Stock Options, restricted stock, IRA, exercise price
4 terms
Stock Options financial
"Stock options vest at a rate of 20% per year commencing on February 16, 2024."
Stock options are agreements that give a person the right to buy or sell a company's stock at a specific price within a certain time frame. They are often used as a reward or incentive, similar to a coupon that can be used later if the stock price rises, allowing the holder to make a profit.
restricted stock financial
"Includes shares of restricted stock which vest at a rate of 20% per year commencing on February 16, 2023."
Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.
IRA financial
"Common Stock, nature_of_ownership: By IRA"
An individual retirement account (IRA) is a savings account designed to help people put aside money for their retirement, often with tax advantages that encourage long-term savings. It matters to investors because it can grow over time, providing financial security later in life, and offers benefits that can reduce current taxes or allow investments to compound more effectively.
exercise price financial
"exercisePrice: 24.0300, 26.2500, 22.0100, 22.1200 for Stock Options"
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did CBFV CEO John Haines report?
John Haines reported exercising stock options to acquire 3,500 shares of CB Financial common stock at $18.60 per share. This transaction increased his direct ownership to 42,537 shares, reflecting routine equity compensation activity rather than an open-market purchase or sale.
At what price did the CBFV CEO exercise his stock options?
The CEO exercised stock options into 3,500 shares of CB Financial common stock at $18.60 per share. This exercise price comes from an option grant originally dated August 31, 2021, with the remaining 1,000 options from that grant still outstanding after the exercise.
What stock options does the CBFV CEO still hold after this transaction?
The CEO retains several option grants over CB Financial common stock, including grants with exercise prices of $24.03, $26.25, $22.01, and $22.12. These options cover underlying shares that expire between 2032 and 2034, providing long-dated equity incentives.
AI-generated analysis. How Rhea-AI works. Not financial advice.
