Welcome to our dedicated page for Pb Bankshares SEC filings (Ticker: PBBK), 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.
PB Bankshares, Inc. (PBBK) files reports with the U.S. Securities and Exchange Commission as a Nasdaq-listed savings institution classified under "Savings Institutions, Not Federally Chartered." Its SEC filings provide insight into the company’s results of operations, financial condition, and other material events that it chooses to disclose as a public registrant.
Among its filings, PB Bankshares, Inc. uses Form 8-K to report current events. In a referenced Form 8-K, the company disclosed that it issued a press release reporting financial results for particular three- and nine-month periods. That press release was attached as Exhibit 99.1 and was expressly described as being furnished to the SEC, rather than filed, which is an important distinction under SEC rules.
The same Form 8-K includes Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits). Under Item 9.01, PB Bankshares, Inc. indicated that there were no financial statements of businesses acquired, no pro forma financial information, and no shell company transactions related to the event. The filing also identifies Exhibit 104, the cover page interactive data file embedded within the Inline XBRL document, reflecting the SEC’s structured data requirements.
On this filings page, users can review PB Bankshares, Inc.’s SEC submissions, including current reports like Form 8-K that describe earnings-related press releases and list associated exhibits. AI-powered tools on the platform can help summarize these filings, highlight key sections such as results of operations, and make it easier to understand how PB Bankshares, Inc. presents information about its Nasdaq-listed common stock and regulatory disclosures.
PB Bankshares, Inc. reported an insider transaction by a director involving company common stock and stock options.
On 12/10/2025, the director acquired 1,910 shares of PB Bankshares common stock at $12.28 per share. After this transaction, the director directly beneficially owned 7,910 shares, which include restricted stock that vests at a rate of 20% per year commencing on 11/14/2023.
The filing also shows stock options with a $12.28 exercise price expiring on 11/14/2032, covering 5,590 stock options beneficially owned following the transaction. These options vest at 20% per year beginning on 11/14/2023.
PB Bankshares, Inc. reporting person, who serves as Chief Information & Operations Officer, exercised employee stock options on December 10, 2025, acquiring 1,000 shares of common stock at $12.28 per share. These options carry a $12.28 exercise price, vest at a rate of 20% per year starting November 14, 2023, and expire on November 14, 2032.
Following this transaction, the officer beneficially owned 12,056 shares of common stock directly, including restricted stock that vests 20% per year beginning November 14, 2023. The officer also held 652 shares through an IRA, 264 shares through a rollover IRA, 91 shares through a Roth IRA, and 19,023 stock options.
PB Bankshares, Inc. director reported an option exercise and related share ownership update. On 12/03/2025, the insider exercised 4,500 stock options at an exercise price of $12.28 per share, receiving the same number of common shares. Following this transaction, the reporting person beneficially owns 12,500 shares of common stock directly and 10,000 shares indirectly through the company.
The filing notes that part of the direct holdings consists of restricted stock that vests 20% per year starting November 14, 2023. The exercised options were from a grant that also vests at 20% per year beginning on the same date, and after this exercise 3,000 stock options remain beneficially owned.
PB Bankshares, Inc. (PBBK) director reports option exercise and stock acquisition. On 11/24/2025, the reporting person exercised stock options for 4,500 shares of common stock at an exercise price of $12.28 per share, coded as transaction type "M" (option exercise). After this transaction, the person directly beneficially owned 19,500 shares of common stock and indirectly beneficially owned 2,000 shares through the company.
The filing shows these 4,500 shares came from stock options originally covering 4,500 shares of common stock, with an exercise price of $12.28, first exercisable on November 14, 2023 and expiring on November 14, 2032. Following the exercise, 3,000 derivative securities (stock options) remained beneficially owned. The footnotes explain that both the restricted stock and these options vest at a rate of 20% per year commencing on November 14, 2023.
PB Bankshares, Inc. (PBBK) executive vice president and chief credit/risk officer reported an exercise of employee stock options and acquisition of common stock. On 11/24/2025, the insider exercised options (transaction code M) to acquire 11,625 shares of common stock at a price of $12.28 per share. Following this transaction, the insider beneficially owns 19,090 shares of PB Bankshares common stock in direct form, which includes restricted shares that vest 20% per year starting November 14, 2023.
The exercised options came from a grant that also vests 20% per year beginning November 14, 2023. After this exercise, the insider continues to hold 7,752 stock options at an exercise price of $12.28, expiring on November 14, 2032.
PB Bankshares, Inc. (PBBK) director reported exercising stock options for 6,825 shares of common stock on 11/24/2025 at an exercise price of $12.28 per share. After this transaction, the director beneficially owns 50,795 shares directly, plus 10,000 shares held by a spouse, 1,000 shares held by an IRA, and 1,000 shares held by the spouse’s IRA. The exercised options were part of a grant of stock options with an exercise price of $12.28 that vest at a rate of 20% per year starting on November 14, 2023 and expire on November 14, 2032, with 4,552 derivative securities remaining beneficially owned following the transaction.
PB Bankshares (PBBK) reported Q3 2025 results and reiterated its pending merger with Norwood Financial. Net income was $519 thousand, or $0.22 diluted EPS, as net interest income rose to $3,377 thousand from $2,826 thousand and interest expense declined. The provision for credit losses was a $(5) thousand recovery. Noninterest expense included $335 thousand of merger expenses.
Total assets were $456,437 thousand, deposits were $355,039 thousand, and loans receivable, net, were $352,048 thousand. For the nine months, net income reached $1,632 thousand and diluted EPS was $0.69. Accumulated other comprehensive income improved to $340 thousand from $(305) thousand at year‑end.
Under the signed merger agreement, each PBBK share will convert into either 0.7850 Norwood common share or $19.75 in cash, subject to proration so that 80% of aggregate consideration is stock and 20% is cash. Closing is subject to stockholder and regulatory approvals and is expected in the first quarter of 2026.
PB Bankshares (PBBK) asks shareholders to approve its merger with Norwood Financial (NWFL). Each PBBK share will be exchanged for either 0.7850 shares of NWFL or $19.75 in cash, with elections subject to proration so that 80% of PBBK shares receive NWFL stock and 20% receive cash. The value of the stock option will vary with NWFL’s market price; based on closing prices, the stock consideration equaled about $25.77 per PBBK share on July 3, 2025 and about $21.17 on October 27, 2025.
The special meeting will be held on December 10, 2025 at 10:00 a.m. local time in Lancaster, PA, for holders of record as of October 6, 2025. Approval requires a majority of outstanding PBBK shares. A fairness opinion from Stephens Inc. concluded the consideration was fair, from a financial point of view, as of July 7, 2025. Completion requires regulatory approvals and other conditions. PBBK may terminate under specified NWFL stock-decline tests, and a $2.4 million termination fee may apply in certain cases. Shares issued in the merger are intended to qualify for tax-free treatment for those receiving stock, subject to legal tax opinions.
PB Bankshares, Inc. (PBBK) furnished a press release reporting its financial results at and for the three and nine months ended September 30, 2025. The press release is attached as Exhibit 99.1 to the Form 8-K and is being furnished to the SEC, which means it shall not be deemed filed for any purpose.
The company’s common stock trades on The Nasdaq Stock Market LLC under the symbol PBBK. The earliest event date reported is October 23, 2025.