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SB Financial Group, Inc. reported the results of its 2026 annual shareholder meeting held in Defiance, Ohio. At the record date, 6,302,455 common shares were outstanding and entitled to vote, and 4,677,323 shares, or 74.21%, were represented in person or by proxy.
Shareholders elected three directors for terms expiring in 2029. Support ranged from 2,834,085 votes for Timothy L. Claxton to 3,394,171 votes for Sue A. Strausbaugh, with broker non-votes recorded on each director election.
Shareholders also approved the ratification of FORVIS, LLP as independent auditor for the year ending December 31, 2026, with 4,585,066 votes for and 84,209 against. A non-binding advisory resolution approving compensation of named executive officers passed with 3,244,706 votes for and 170,479 against.
SB Financial Group, Inc. released an investor slide presentation for its Annual Meeting of Shareholders, highlighting 2025 financial and strategic performance. The company reported net income of $14.0 million, or $2.19 per share, supported by both loan and deposit growth.
Deposits increased by $155 million, or 13.4%, and loans grew by $134 million, or 12.8%. Return on average assets was 0.93% and return on average equity was 10.38%, with net interest margin at 3.47%.
Total assets reached $1.55 billion, loans $1.18 billion, and deposits $1.31 billion as of 2025. The slide deck also notes strong asset quality, non‑performing assets coverage of 344%, growth in wealth management assets, the integration of Marblehead Bank, and a higher adjusted tangible book value of $21.44.
The Vanguard Group filed Amendment No. 1 to a Schedule 13G/A reporting its position in SB Financial Group Inc. The filing states that, after an internal realignment effective 01/12/2026, certain Vanguard subsidiaries will report holdings separately and The Vanguard Group reports 0 shares beneficially owned (0%). The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
SB Financial Group is holding a hybrid 2026 annual shareholder meeting on April 22, 2026, for holders of 6,302,455 common shares of record as of February 23, 2026. Shareholders will elect three directors for terms expiring in 2029, vote on ratifying the independent auditor, and cast an advisory vote on executive pay. The board is majority independent and combines the Chairman and CEO roles, with a separate Lead Independent Director overseeing board agendas and evaluations. Executive pay blends salary, cash incentives, and restricted stock based on metrics such as return on assets, diluted EPS, efficiency ratio, asset quality, return on tangible common equity, and stock performance. In 2025, CEO Mark A. Klein earned total compensation of $1,040,425, including $274,157 in incentive pay and $162,685 in stock awards, while say-on-pay support reached 91.74% of votes cast. The proxy also details change-in-control protections, supplemental retirement benefits, ownership guidelines (minimum 10,000 shares for executives and directors), and strict insider trading, anti-hedging, and clawback policies tied to any future restatements.
SB Financial Group, Inc. presents its 2025 annual report describing a regulated regional financial holding company centered on The State Bank and Trust Company. The bank offers commercial and consumer banking, wealth management, and title insurance through 27 branches and multiple loan production offices in Ohio and Indiana.
The report emphasizes extensive federal and state oversight, capital and liquidity requirements, Community Reinvestment Act obligations, cybersecurity expectations, and consumer protection rules. It notes use of the CECL credit loss model, a one-time $1.4 million increase to the allowance for credit losses, and highlights dividend limits driven by regulatory capital, with $12.1 million of bank earnings available for upstream dividends at year-end 2025.
SB Financial Group director Sue Ann Strausbaugh reported an open-market purchase of 48 shares of common stock on March 4, 2026 at $20.68 per share. The shares are held indirectly as joint ownership with her spouse, bringing that joint holding to 2,850 shares. She also reports 155 shares held directly after these transactions.
SB Financial Group director updates share holdings. Director Richard L. Hardgrove reported his ownership of common stock, showing a total of 15,088 shares held directly after the reported transaction. The filing does not classify the activity as a clear purchase or sale but confirms his current stake.
SB Financial Group director George W. Carter filed a Form 4 updating his ownership in the company’s common stock. The filing reports indirect ownership of 1,159 shares through his spouse’s IRA and direct ownership of 19,432 shares following the reported holdings update, without indicating any specific buy or sell transactions.
SB Financial Group Inc. received an amended Schedule 13G filing showing that Manulife Investment Management (US) LLC beneficially owns 473,718 shares of its common stock, representing 7.52% of the 6,298,527 shares outstanding as of November 6, 2025.
The filing is made jointly with Manulife Financial Corporation, which may be deemed to share beneficial ownership through its indirect, wholly owned subsidiary. The shares are reported as being held in the ordinary course of business and not for the purpose of changing or influencing control of SB Financial Group.
SB Financial Group, Inc. executive Anthony Van Cosentino, EVP of a subsidiary, reported his beneficial ownership of the company’s common stock. As of the reported date, he directly holds 56,548 SB Financial Group common shares and indirectly holds 351 additional shares through an ESOP arrangement.