PSB Financial (PNSB) director Bergeson reports 3,000 Common Stock shares on Form 3
Filing Impact
Filing Sentiment
Form Type
3
Rhea-AI Filing Summary
PSB Financial, Inc. director Roberta Jean Bergeson filed an initial Form 3 reporting her ownership of the company’s Common Stock. The filing shows she holds 3,000 shares directly, establishing her reported equity position as a company insider without indicating any recent purchase or sale activity.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Bergeson Roberta Jean
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 3,000 shares (Direct)
Footnotes (1)
Key Figures
Common Stock held: 3,000 shares
1 metrics
Common Stock held
3,000 shares
Direct beneficial ownership reported on Form 3
Key Terms
Form 3, Common Stock, beneficial ownership
3 terms
Form 3 regulatory
"Director Roberta Jean Bergeson filed an initial Form 3 reporting her ownership"
Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.
Common Stock financial
"The filing shows she holds 3,000 shares directly of the company’s Common Stock"
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
beneficial ownership financial
"reporting her ownership of the company’s Common Stock, establishing her reported equity position as a company insider"
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.
FAQ
What does the PSB Financial (PNSB) Form 3 filing report?
The Form 3 for PSB Financial reports director Roberta Jean Bergeson’s initial beneficial ownership. It shows she directly holds 3,000 shares of Common Stock, establishing her disclosed insider position without detailing any recent transactions or trades in the shares.
Is the PSB Financial (PNSB) Form 3 a buy or sell transaction?
The PSB Financial Form 3 is not a buy or sell report. It is an initial ownership statement showing that director Roberta Jean Bergeson beneficially holds 3,000 shares of Common Stock, with no specific purchase or sale transaction described in the data provided.
What type of security does the PSB Financial (PNSB) Form 3 cover?
The Form 3 covers PSB Financial’s Common Stock held by director Roberta Jean Bergeson. It discloses her beneficial ownership of 3,000 directly held shares, giving investors visibility into her equity stake as a reporting insider of the company at that time.
Does the PSB Financial (PNSB) Form 3 show indirect ownership?
No indirect ownership is shown in the Form 3 data provided. The filing lists 3,000 shares of Common Stock held directly by director Roberta Jean Bergeson, with the ownership type coded as direct rather than through a trust, partnership, or other indirect entity.