Commercial Bancgroup insider restructures CBK share holdings
Commercial Bancgroup, Inc. director Aaron A. Robertson reported internal restructurings of Common Stock holdings involving related entities.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Rhea-AI Filing Summary
Commercial Bancgroup, Inc. director Aaron A. Robertson reported internal restructurings of Common Stock holdings involving related entities. Shares were transferred between Robertson Holding Company, L.P. and the Craig E. Robertson Children's Irrevocable Trust and the Edwin G. Robertson Children's Irrevocable Trust in connection with a distribution of Robertson Holding’s assets to its limited partners, with no purchase price paid for these transfers. The filing also shows direct and indirect holdings, including shares held by a child and an award of restricted stock units that vest at the issuer’s 2026 annual shareholder meeting, and notes that Robertson disclaims beneficial ownership of the trust and partnership shares except for any pecuniary interest.
Insider Trade Summary
Other: 3,295,852 shares
Other
8 txns
Insider
Robertson Aaron A.
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Other | Common Stock | 545,730.5 | $0.00 | $0.00 |
| Other | Common Stock | 545,730.5 | $0.00 | $0.00 |
| Other | Common Stock | 545,730 | $0.00 | $0.00 |
| Other | Common Stock | 545,730 | $0.00 | $0.00 |
| Other | Common Stock | 556,465 | $0.00 | $0.00 |
| Other | Common Stock | 556,466 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 0 shares (Indirect, By Robertson Holding Company, L.P.);
Common Stock — 1,091,460.5 shares (Indirect, By Craig E. Robertson Children's Irrevocable Trust);
Common Stock — 11,156.5 shares (Direct);
Common Stock — 2,500 shares (Indirect, By child)
Footnotes (4)
- F1. The reporting person is one of the two general partners of Robertson Holding Company, L.P. ("Robertson Holding"). The reporting person disclaims any beneficial ownership of the shares of common stock, par value $0.01 per share ("Common Stock"), of Commercial Bancgroup, Inc. (the "Issuer") held by Robertson Holding, except to the extent of his pecuniary interest therein, if any.
- F2. The reporting person is the sole trustee of the Craig E. Robertson Children's Irrevocable Trust (the "CER Trust"), and the reporting person and members of his immediate family are the sole beneficiaries of the CER Trust. The reporting person disclaims beneficial ownership of the securities held by the CER Trust except to the extent of his pecuniary interest therein, if any.
- F3. Transfer of shares of Common Stock from Robertson Holding to the CER Trust and the Edwin G. Robertson Children's Irrevocable Trust (the "EGR Trust"), respectively, in connection with the distribution of the assets of Robertson Holding to its limited partners. No purchase price was paid specifically for the transfer of such shares of Common Stock to the CER Trust and EGR Trust.
- F4. Includes an award of restricted stock units (collectively, the "RSUs" and each, an "RSU") granted pursuant to the Commercial Bancgroup, Inc. 2025 Omnibus Incentive Plan. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs vest 100% on the date of the Issuer's 2026 annual meeting of shareholders.
Key Figures
Restructuring shares: 3,295,852 shares
Robertson Holding transfer: 556,466 shares
Trust transfer: 545,730.5000 shares
+2 more
5 metrics
Restructuring shares
3,295,852 shares
Total shares classified as restructuring transactions in summary
Robertson Holding transfer
556,466 shares
Common Stock “J” transaction on 2026-03-03 by Robertson Holding Company, L.P.
Trust transfer
545,730.5000 shares
Common Stock “J” transaction on 2026-03-06 by Craig E. Robertson Children's Irrevocable Trust
Indirect child holding
2,500.0000 shares
Common Stock held indirectly by child as of 2026-03-03
Direct holding
11,156.5000 shares
Common Stock held directly as of 2026-03-03, including RSUs
Key Terms
beneficial ownership, pecuniary interest, irrevocable trust, restricted stock units, +1 more
5 terms
beneficial ownership financial
"The reporting person disclaims any beneficial ownership of the shares of common stock..."
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
pecuniary interest financial
"except to the extent of his pecuniary interest therein, if any."
irrevocable trust financial
"the Craig E. Robertson Children's Irrevocable Trust (the "CER Trust")..."
An irrevocable trust is a legal arrangement where an owner transfers assets into a separate entity managed by a trustee and gives up the power to modify or reclaim those assets. For investors it matters because putting stock or other holdings into such a trust can change who controls and benefits from the assets, affect taxes and creditor protection, and influence how easy it is to sell or value those holdings—like placing valuables in a locked safe overseen by someone else.
restricted stock units financial
"Includes an award of restricted stock units (collectively, the "RSUs" and each, an "RSU")..."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Omnibus Incentive Plan financial
"granted pursuant to the Commercial Bancgroup, Inc. 2025 Omnibus Incentive Plan."
An omnibus incentive plan is a single, flexible program a company uses to give employees and executives different types of pay tied to performance — for example stock options, restricted shares, cash bonuses and other awards — all governed by one set of rules. It matters to investors because it determines how many new shares may be created, how leaders are motivated and how much the company will spend on compensation over time; think of it as a master toolbox that affects both costs and the total share supply.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did Commercial Bancgroup (CBK) report for Aaron A. Robertson?
Aaron A. Robertson reported several “J” code transactions in Commercial Bancgroup Common Stock, classified as other acquisitions or dispositions. These reflect internal transfers among a limited partnership and irrevocable trusts rather than open-market buys or sells, with no purchase price paid for the transfers.
What does the Form 4 say about Aaron A. Robertson’s beneficial ownership in CBK?
The filing states Robertson disclaims beneficial ownership of shares held by Robertson Holding Company, L.P. and the Craig E. Robertson Children's Irrevocable Trust, except to the extent of any pecuniary interest. This means economic exposure may exist, but legal ownership and control are attributed to those entities.
What restricted stock units are mentioned for Commercial Bancgroup (CBK) in this filing?
The Form 4 notes an award of restricted stock units (RSUs) granted under Commercial Bancgroup’s 2025 Omnibus Incentive Plan. Each RSU represents a contingent right to one Common Share, and the RSUs vest 100% on the date of the issuer’s 2026 annual shareholder meeting.
AI-generated analysis. How Rhea-AI works. Not financial advice.
Accepted by SEC EDGAR
Learn about SEC filing dates