Comparable stake leader
BlackRock, Inc.
SEC ownership of CB Financial Services, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001605301.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
30 Jun 2026
- Public ticker
- CBFV on Nasdaq
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
BlackRock, Inc.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
BlackRock, Inc.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001605301
- Issuer location
- Carmichaels, PA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of CB Financial Services, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BlackRock, Inc.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
30 Jun 2026
13D/G
13F
3/4/5
Lead comparable stake: 5.5%
13D/G row: BlackRock, Inc.
Showing 1-8 of 50 holder rows.
Quick read
BlackRock, Inc. leads the comparable SEC ownership view at 5.5%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership
Top 5
BlackRock, Inc.
5.5%
ALLIANCEBERNSTEIN L.P.
5%
John J. LaCarte
2.7%
Charles R. Guthrie
0.49%
Jonathan Bedway
0.41%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. |
13D/G
13F
Company
|
5.5%
|
$10,621,172
280,242 shares
|
+$1,028,454 | 30 Jun 2026 |
| ALLIANCEBERNSTEIN L.P. |
13D/G
13F
Company
|
5%
|
$8,936,682
253,883 shares
|
+$139,427 | 31 Mar 2026 |
| John J. LaCarte |
3/4/5
Director
|
2.7%
|
$4,819,682
139,620 shares
|
— | 16 Feb 2026 |
| Charles R. Guthrie |
3/4/5
Director, Vice Chairman of the Board
|
0.49%
|
$854,230
24,746 shares
|
-$71,451 | 16 Feb 2026 |
| Jonathan Bedway |
3/4/5
Director
|
0.41%
|
$716,255
20,749 shares
|
— | 16 Feb 2026 |
| Roberta Robinson Olejasz |
3/4/5
Director
|
0.3%
|
$523,805
15,174 shares
|
— | 16 Feb 2026 |
| Janney Montgomery Scott LLC |
13F
Company
|
6%
|
$10,437,000
305,361 shares
|
— | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
3.8%
|
$6,638,269
194,215 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$274,319.
Buys
$32,800
Insiders: 1
Sells
$307,119
Insiders: 4
Net
-$274,319
Shares: -7,941
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 1,000
Shares: 8,941
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 1,986 | $0 | $68,518 | -$68,518 |
| 6-9 | 1,000 | 1,913 | $32,800 | $71,451 | -$38,651 |
| 9-12 | 0 | 5,042 | $0 | $167,151 | -$167,151 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-18 of 18 reporting-owner rows connected to CB Financial Services, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
18
Largest Forms 3/4/5 holder
John J. LaCarte
Net 12M change
-$274,320
Latest report
17 Jun 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| John J. LaCarte | Director | $4,819,682 | Mixed | 16 Feb 2026 | ||
| Ralph Burchianti | SEVP & Chief Credit Officer, Director | $2,924,982 | Mixed | 16 Feb 2026 | ||
| David F. Pollock | Director | $1,732,213 | Mixed | 16 Feb 2026 | ||
| John Haines Montgomery | President and CEO, Director | $1,573,854 | Mixed | 17 Jun 2026 | ||
| Charles R. Guthrie | Director, Vice Chairman of the Board | $854,230 | -$71,451 | -7.7% | Mixed | 16 Feb 2026 |
| Mark E. Fox | Director, Chairman of the Board | $801,795 | Mixed | 16 Feb 2026 | ||
| Joseph N. Headlee | Director | $787,463 | Mixed | 16 Feb 2023 | ||
| John Swiatek | Director | $731,063 | Mixed | 16 Feb 2026 | ||
| Jonathan Bedway | Director | $716,255 | Mixed | 16 Feb 2026 | ||
| Jennifer L. George | SEVP and COO | $661,965 | -$167,151 | -20% | Mixed | 16 Feb 2026 |
| Karl G. Baily | Director | $604,523 | Mixed | 17 Mar 2023 | ||
| Roberta Robinson Olejasz | Director | $523,805 | Mixed | 16 Feb 2026 | ||
| Richard B. Boyer | Director | $482,883 | Mixed | 16 Feb 2023 | ||
| Bruce A. Sharp | SEVP & Chief Comm Loan Officer | $465,958 | +$32,800 | +7.6% | Mixed | 20 Feb 2026 |
| Jamie L. Prah | EVP and CFO | $445,588 | Mixed | 16 Feb 2024 | ||
| William G. Petroplus | Director | $392,267 | Mixed | 16 Feb 2023 | ||
| Stephen Cobain | Chief Credit Officer | $251,293 | -$66,693 | -21% | Mixed | 05 Mar 2026 |
| Amanda L. Engles | EVP and CFO | $145,960 | -$1,825 | -1.2% | Mixed | 23 Feb 2026 |
Recent insider transactions for CB Financial Services, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| John Haines Montgomery | CBFV | Common Stock | Options Exercise | 8.97% | 3,500 | 42,537 | 17 Jun 2026 | Direct | ||
| John Haines Montgomery | CBFV | Stock Options | Options Exercise | 0 | 1,000 | 17 Jun 2026 | Direct | |||
| Stephen Cobain | CBFV | Common Stock | Sale | -29.4% | $61,963 | $34.58 | -1,792 | 4,313 | 05 Mar 2026 | Direct |
| Stephen Cobain | CBFV | Common Stock | Options Exercise | 41.6% | 1,792 | 6,105 | 05 Mar 2026 | Direct | ||
| Stephen Cobain | CBFV | Stock Options | Options Exercise | 0 | 2,688 | 05 Mar 2026 | Direct | |||
| Amanda L. Engles | CBFV | Common Stock | Sale | -2.56% | $1,825 | $33.79 | -54 | 2,054 | 23 Feb 2026 | Direct |
| Stephen Cobain | CBFV | Common Stock | Sale | -3.14% | $4,730 | $33.79 | -140 | 4,313 | 23 Feb 2026 | Direct |
| Bruce A. Sharp | CBFV | Common Stock | Tax liability | -30.1% | -2,920 | 6,787 | 20 Feb 2026 | Direct | ||
| Bruce A. Sharp | CBFV | Common Stock | Options Exercise | 73.4% | 4,110 | 9,707 | 20 Feb 2026 | Direct | ||
| Bruce A. Sharp | CBFV | Stock Options | Options Exercise | 0 | 1,280 | 20 Feb 2026 | Direct | |||
| Jennifer L. George | CBFV | Common Stock | Tax liability | -2.56% | -345 | 13,140 | 17 Feb 2026 | Direct | ||
| Bruce A. Sharp | CBFV | Common Stock | Tax liability | -3.52% | -204 | 5,597 | 17 Feb 2026 | Direct | ||
| David F. Pollock | CBFV | Common Stock | Award | 1.56% | 750 | 48,780 | 16 Feb 2026 | Direct | ||
| Jennifer L. George | CBFV | Common Stock | Award | 10.9% | 1,325 | 13,485 | 16 Feb 2026 | Direct | ||
| Amanda L. Engles | CBFV | Common Stock | Award | 169.2% | 1,325 | 2,108 | 16 Feb 2026 | Direct | ||
| John Haines Montgomery | CBFV | Common Stock | Award | 11.3% | 3,975 | 39,037 | 16 Feb 2026 | Direct | ||
| Stephen Cobain | CBFV | Common Stock | Award | 44.7% | 1,375 | 4,453 | 16 Feb 2026 | Direct | ||
| Bruce A. Sharp | CBFV | Common Stock | Award | 35.7% | 1,525 | 5,801 | 16 Feb 2026 | Direct | ||
| John J. LaCarte | CBFV | Common Stock | Award | 1.62% | 750 | 46,920 | 16 Feb 2026 | Direct | ||
| Mark E. Fox | CBFV | Common Stock | Award | 6.04% | 750 | 13,164 | 16 Feb 2026 | Direct | ||
| John Swiatek | CBFV | Common Stock | Award | 6.53% | 750 | 12,244 | 16 Feb 2026 | Direct | ||
| Jonathan Bedway | CBFV | Common Stock | Award | 3.75% | 750 | 20,749 | 16 Feb 2026 | Direct | ||
| Charles R. Guthrie | CBFV | Common Stock | Award | 4.39% | 750 | 17,845 | 16 Feb 2026 | Direct | ||
| Ralph Burchianti | CBFV | Common Stock | Award | 0.95% | 750 | 79,723 | 16 Feb 2026 | Direct | ||
| Roberta Robinson Olejasz | CBFV | Common Stock | Award | 5.99% | 750 | 13,264 | 16 Feb 2026 | Direct | ||
| Charles R. Guthrie | CBFV | Common Stock | Sale | -10.2% | $71,451 | $37.35 | -1,913 | 16,796 | 06 Feb 2026 | Direct |
| Charles R. Guthrie | CBFV | Common Stock | Options Exercise | 15.5% | 2,515 | 18,709 | 06 Feb 2026 | Direct | ||
| Charles R. Guthrie | CBFV | Stock Options | Options Exercise | 0 | 0 | 06 Feb 2026 | Direct | |||
| Stephen Cobain | CBFV | Common Stock | Tax liability | -1.25% | -39 | 3,078 | 26 Dec 2025 | Direct | ||
| Jennifer L. George | CBFV | Common Stock | Tax liability | -1.02% | -125 | 12,160 | 19 Dec 2025 | Direct | ||
| John Haines Montgomery | CBFV | Common Stock | Options Exercise | 14.7% | 4,500 | 35,062 | 09 Dec 2025 | Direct | ||
| John Haines Montgomery | CBFV | Stock Options | Options Exercise | -50% | -4,500 | 4,500 | 09 Dec 2025 | Direct | ||
| Bruce A. Sharp | CBFV | Common Stock | Purchase | $32,800 | $32.80 | 1,000 | 1,000 | 18 Nov 2025 | By Mother's IRA | |
| Jennifer L. George | CBFV | Common Stock | Sale | -29.1% | $167,151 | $33.15 | -5,042 | 12,285 | 17 Sep 2025 | Direct |
| Jennifer L. George | CBFV | Common Stock | Options Exercise | 81.9% | 7,800 | 17,327 | 17 Sep 2025 | Direct | ||
| Jennifer L. George | CBFV | Stock Options | Options Exercise | 0 | 0 | 17 Sep 2025 | Direct |
* marks a reported price that did not pass the local price check.