Welcome to our dedicated page for Eagle Finl Svcs SEC filings (Ticker: EFSI), 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.
The Eagle Financial Services, Inc. (EFSI) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as a bank holding company for Bank of Clarke. Incorporated in Virginia and headquartered in Berryville, Eagle Financial Services files reports with the U.S. Securities and Exchange Commission that describe its commercial banking, wealth management, and related activities.
Through this page, users can review Forms 10-K and 10-Q, which present detailed information on net interest income, noninterest income, loan and deposit composition, nonperforming assets, and the allowance for credit losses. These filings also explain how management evaluates credit quality, including the treatment of nonaccrual loans, charge-offs, and collateral-dependent exposures.
Eagle Financial Services also files Form 8-K reports to announce material events, such as quarterly earnings releases, investor presentations, and capital markets transactions. Recent 8-K filings have furnished press releases covering quarterly financial results and associated earnings presentations, giving additional context to the company’s performance and strategic initiatives.
Investors interested in capital structure and funding can use this page to locate filings related to public offerings of common stock conducted under the company’s shelf registration statement on Form S-3, as well as disclosures about subordinated notes issued under Subordinated Note Purchase Agreements. These documents outline the terms of securities, use of proceeds, and related risk factors.
Stock Titan enhances these filings with AI-powered summaries that highlight key points from lengthy documents, helping users quickly identify trends in net interest margin, asset quality, and segment performance. Real-time updates from the SEC’s EDGAR system, combined with structured access to insider and governance-related filings, make this page a practical starting point for analyzing Eagle Financial Services’ regulatory reporting history.
Eagle Financial Services (OTCQX:EFSI) submitted a routine Form 4 reporting that Executive Officer Kaley A. Crosen disposed of a net 162 common shares on 06/20/2025.
The filing shows 73 shares surrendered under the company’s Stock Incentive Plan (Code D, $0) and 89 shares withheld to cover taxes (Code F) at $36.25 per share. Following the transactions, Crosen directly owns 22,172.553 shares. No derivative securities or changes in reporting status were disclosed.
Eagle Financial Services (EFSI) filed a Form 4 reporting two routine insider transactions by executive officer Kathleen J. Chappell on 20 June 2025.
The filing discloses:
- 117 shares disposed of under the company’s Stock Incentive Plan (transaction code D; price reported as $0).
- 142 shares withheld to cover taxes on vested equity (transaction code F) at $36.25 per share.
The sale represents roughly 1.5 % of her direct holdings and is below typical materiality thresholds for insider activity.
Form 4 highlights for Eagle Financial Services Inc. (EFSI)
Executive Officer Joseph T. Zmitrovich reported two same-day transactions on 06/20/2025 under the company’s Stock Incentive Plan:
- Code D – Disposition: 142 common shares were surrendered at a stated price of $0 (typical of share cancellations related to equity-plan administration).
- Code F – Tax Withholding: 244 common shares were disposed at $36.25 per share to cover statutory tax obligations triggered by the equity award.
Following these actions, the officer’s direct beneficial ownership stands at 23,406.471 common shares, down from 23,792.471 before the filing— a decrease of approximately 1.6% of his previously held position. No derivative securities were reported.
The filing does not reference any open-market sales, option exercises, or new share acquisitions; all activity relates to routine incentive-plan settlements. No other insiders or joint filers are involved.
Investor take-away: The scale and context point to an administrative, non-market sale with minimal effect on float, insider sentiment, or near-term valuation.
Eagle Financial Services (EFSI) filed a routine Form 4 disclosing two small share dispositions by executive officer James S. George II on 06/20/2025. The insider surrendered 34 shares at $0 (Code D) and 41 shares at $36.25 (Code F) under the company’s Stock Incentive Plan, totaling 75 shares (≈ $2.7 thousand). Following the transactions, George beneficially owns 6,625 common shares. The filing contains no additional material events and appears to be a standard tax-related or administrative insider transaction.
Eagle Financial Services (EFSI) filed a routine Form 4 on 06/29/2025. The filing discloses that executive officer Debra L. Purrington disposed of 43 common shares of the company on 06/20/2025 under the Stock Incentive Plan. After the transaction, Purrington continues to hold 6,556 shares directly. No derivative securities were involved, and the sale represents less than 1% of her reported ownership. The document contains no additional material events, financial metrics, or strategic disclosures.
Form 4 insider activity for Eagle Financial Services Inc. (EFSI)
Executive Officer Aaron M. Poffinberger reported two transactions dated 06/20/2025 involving EFSI common stock:
- Code D: Disposed of 87 shares at a stated price of $0.00 under the company’s Stock Incentive Plan (shares typically withheld by the issuer).
- Code F: Disposed of 106 shares at $36.25 per share to satisfy tax-withholding obligations.
After these transactions, Poffinberger’s direct ownership declined from 9,566.727 to 9,373.727 shares. The total includes shares previously acquired through the Dividend Investment Plan. No derivative securities were reported.
Eagle Financial Services (OTCQX:EFSI) filed a routine Form 4 disclosing small insider share disposals by President & CEO Brandon C. Lorey on 20 June 2025.
The filing shows a total of 713 shares disposed of (433 shares withheld at $36.25 for tax obligations and 280 shares surrendered at no cost under the company’s stock‐incentive plan). Lorey’s direct ownership declined modestly to 38,073 common shares. The transactions represent less than 2 % of his holdings and an aggregate value of roughly $16 thousand, well below typical materiality thresholds for insider activity.
No derivative securities were involved, and there were no accompanying changes in employment status, compensation, or business strategy.
SEC Form 3 Filing – Eagle Financial Services Inc. (EFSI)
On 06/24/2025, newly reported insider Karthik Shyamsunder submitted an initial Form 3 for Eagle Financial Services Inc. The filing records his status as a Director and discloses direct ownership of 200 shares of the company’s $2.50 par-value common stock. No derivative securities, joint filings, or indirect ownership interests are listed. The event triggering the filing occurred on 05/20/2025. This is a routine Section 16(a) compliance document that establishes Mr. Shyamsunder’s insider reporting obligations; any subsequent changes in his holdings will require Form 4 or Form 5 disclosures.