Welcome to our dedicated page for Cb Financl Srvcs SEC filings (Ticker: CBFV), 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.
CB Financial Services, Inc. filings document the public-company disclosures of a Pennsylvania bank holding company and its Community Bank subsidiary. Recent 8-K reports furnish quarterly and annual financial results, cash dividend declarations, investor presentations under Regulation FD, balance sheet actions involving available-for-sale investment securities, and common stock repurchase authorization.
The company’s proxy and governance filings cover annual meeting matters, board composition, committee service, executive compensation, officer appointments, change-in-control arrangements, and bylaw amendments. Its regulatory record also identifies incorporation and reporting status matters, capital actions, and other material events relevant to a community banking issuer.
An affiliate of CBFV has filed a Rule 144 notice to sell 1,913 shares of common stock through broker Stifel Nicolaus on the Nasdaq, with an aggregate market value of $71,451. The issuer reports 5,010,883 shares outstanding, giving context to the size of the planned sale.
The shares to be sold were acquired via stock option exercises in December 2016 and December 2017, with cash as the form of payment. The seller certifies that they are not aware of any undisclosed material adverse information about the issuer’s current or prospective operations.
CB Financial Services, Inc. reported several updates. The company issued a press release with its financial results for the year ended December 31, 2025, which is provided as an exhibit to this report. The specific results are not detailed here but are available in the referenced earnings release.
The board promoted Amanda L. Engles to Chief Financial Officer effective January 21, 2026, after she had served as Interim CFO since February 2025. In connection with her promotion, she entered into a Change in Control Agreement that provides a lump-sum severance of two times her highest base salary plus an average of recent cash bonuses, as well as up to two years of continued life, medical, and dental insurance if she is terminated under specified conditions following a change in control.
The company also announced a cash dividend of $0.28 per share on its common stock, payable on or about February 27, 2026 to stockholders of record as of February 13, 2026. In addition, President and CEO John H. Montgomery will meet investors at the 2026 Janney CEO Forum Conference, supported by an investor presentation filed with this report.
CB Financial Services, Inc. reported several updates. The company issued a press release with its financial results for the year ended December 31, 2025, which is provided as an exhibit to this report. The specific results are not detailed here but are available in the referenced earnings release.
The board promoted Amanda L. Engles to Chief Financial Officer effective January 21, 2026, after she had served as Interim CFO since February 2025. In connection with her promotion, she entered into a Change in Control Agreement that provides a lump-sum severance of two times her highest base salary plus an average of recent cash bonuses, as well as up to two years of continued life, medical, and dental insurance if she is terminated under specified conditions following a change in control.
The company also announced a cash dividend of $0.28 per share on its common stock, payable on or about February 27, 2026 to stockholders of record as of February 13, 2026. In addition, President and CEO John H. Montgomery will meet investors at the 2026 Janney CEO Forum Conference, supported by an investor presentation filed with this report.
CB Financial Services Inc. received a beneficial ownership report from BlackRock, Inc., which now holds 254,204 shares of CB Financial common stock. This stake represents 5.1% of the outstanding common shares as of the event date.
BlackRock reports sole voting power over 250,255 shares and sole dispositive power over 254,204 shares, with no shared voting or dispositive power. The filing clarifies that these securities are held by certain BlackRock business units in the ordinary course of business and are not held to change or influence control of CB Financial. Various underlying clients have rights to dividends or sale proceeds, but no single client holds more than five percent of the total outstanding common shares.
CB Financial Services, Inc. (CBFV) reported that its Board of Directors appointed Craig L. Kauffman as a director on November 20, 2025, with his term expiring in 2026. He was also appointed to the Board of Community Bank, the company’s bank subsidiary, and will serve on the parent company’s Audit and Compliance Committees.
The company stated that Mr. Kauffman’s appointment was not made under any arrangement or understanding with other persons, and that since the beginning of the last fiscal year there have been no transactions over $120,000 in which he had a direct or indirect material interest. In connection with his appointment, the company amended its Bylaws to update the director residency requirement so that each director must maintain a permanent or primary residence within a specified distance of a Community Bank office. The amended and restated Bylaws were filed as an exhibit, along with a press release announcing Mr. Kauffman’s addition to the Board.
CB Financial Services, Inc. (CBFV) senior executive Matthew Lawrence, SEVP & Chief Commercial Loan Officer, reported a purchase of common stock. On 11/18/2025, he acquired 1,000 shares of CBFV common stock in an open-market purchase at $32.80 per share, held indirectly through his mother's IRA.
After this transaction, he reports beneficial ownership of 4,557 common shares held directly and additional indirect holdings, including 1,000 shares by his mother's IRA and 1,500 shares by his IRA. He also holds stock options covering 4,800, 1,920, and 4,280 shares of common stock, with exercise prices between $22.01 and $25.56 and expirations from 02/07/2032 to 02/16/2034. These options and certain restricted shares vest at 20% per year starting in 2024, 2025, and 2026.
CB Financial Services (CBFV) reported a quarterly net loss as it repositioned its securities portfolio. For Q3 2025, the company posted a net loss of $5.7 million (basic EPS $(1.14)), compared with net income of $3.2 million (EPS $0.63) a year ago. The loss was driven by a net loss on investment securities of $11.8 million.
Management executed a balance sheet repositioning, selling $117.8 million of lower-yielding available-for-sale securities with an average yield of 2.87% and purchasing $117.8 million of higher-yielding securities at 5.43%. Despite the realized loss, net interest and dividend income rose to $13.1 million from $11.5 million as interest expense declined.
Loans, net, increased to $1.13 billion from $1.08 billion since year-end, and total deposits reached $1.33 billion from $1.28 billion. Accumulated other comprehensive loss improved to $4.0 million from $17.2 million, and stockholders’ equity stood at $152.5 million. The company paid a $0.26 per share dividend in the quarter.
CB Financial Services (CBFV) reported that it released its financial results for the three and nine months ended September 30, 2025 via a press release. The company also announced a cash dividend of $0.26 per share, declared by its Board of Directors.
The dividend will be paid on or about November 28, 2025 to shareholders of record as of the close of business on November 14, 2025. Alongside the results announcement, the company furnished a press release and an investor presentation as exhibits.
CB Financial Services insider activity: Jennifer L. George, SEVP and COO, reported transactions dated 09/17/2025 showing a mix of option exercise/acquisition and open-market sales. She acquired 7,800 shares via an option exercise at $22.25 per share and sold multiple tranches of common stock at prices ranging from $33.00 to $33.50. Following the reported trades the filing lists 12,285 shares held directly and 3,047 shares held indirectly through an IRA. The filing also discloses several outstanding stock option grants and restricted stock awards with staged vesting (generally 20% per year) and option exercise prices from $22.01 to $30.75.
CB Financial Services insider activity: Jennifer L. George, SEVP and COO, reported transactions dated 09/17/2025 showing a mix of option exercise/acquisition and open-market sales. She acquired 7,800 shares via an option exercise at $22.25 per share and sold multiple tranches of common stock at prices ranging from $33.00 to $33.50. Following the reported trades the filing lists 12,285 shares held directly and 3,047 shares held indirectly through an IRA. The filing also discloses several outstanding stock option grants and restricted stock awards with staged vesting (generally 20% per year) and option exercise prices from $22.01 to $30.75.
CB Financial Services, Inc. (CBFV) submitted a Form 144 disclosing a proposed sale of 5,042 shares of common stock through Stifel Nicolaus on 09/17/2025 on Nasdaq, with an aggregate market value of $167,151. The filing states 4,985,558 shares are outstanding, showing the proposed sale represents a small fraction of total shares.
The shares were acquired by the seller on 12/16/2015 via an option exercise totaling 7,500 shares; the notice indicates cash payment for the sale. The filer reports no securities sold in the past three months and makes the standard representation that no undisclosed material adverse information is known.
CB Financial Services, Inc. (CBFV) submitted a Form 144 disclosing a proposed sale of 5,042 shares of common stock through Stifel Nicolaus on 09/17/2025 on Nasdaq, with an aggregate market value of $167,151. The filing states 4,985,558 shares are outstanding, showing the proposed sale represents a small fraction of total shares.
The shares were acquired by the seller on 12/16/2015 via an option exercise totaling 7,500 shares; the notice indicates cash payment for the sale. The filer reports no securities sold in the past three months and makes the standard representation that no undisclosed material adverse information is known.
CB Financial Services, Inc. (CBFV) officer Bruce A. Sharp filed an initial Form 3 reporting his beneficial ownership. He directly owns 4,557 shares of common stock and indirectly owns 1,500 shares through an IRA. He also holds three option grants exercisable into common stock: 4,800 options (exercise $25.56) expiring 02/07/2032, 1,920 options (exercise $22.01) expiring 02/16/2033, and 4,280 options (exercise $22.12) expiring 02/16/2034. Restricted stock and option awards vest in 20% annual tranches starting on specified vesting commencement dates in 2023–2026. The form indicates he is SEVP & Chief Commercial Loan Officer and the filing was signed by Matthew Lawrence under power of attorney on 09/09/2025.