Comparable stake leader
Unified Shares LLC
SEC ownership of Commercial Bancgroup, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001981546.
Disclosed value leader
John Adam Robertson
Comparable rows
4/50
Latest evidence
29 Sep 2026
- Public ticker
- CBK on Nasdaq
- Parsed ownership sources
-
3/4/5, 13D/G, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Unified Shares LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
4 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Unified Shares LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
29 Sep 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001981546
- Issuer location
- Harrogate, TN
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 Commercial Bancgroup, 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
Unified Shares LLC
Disclosed value leader
John Adam Robertson
Comparable rows
4/50
Latest evidence
29 Sep 2026
3/4/5
13D/G
13F
Lead comparable stake: 9.2%
46 rows are not safely comparable across share classes.
13D/G row: Unified Shares LLC
Showing 1-8 of 50 holder rows.
Quick read
Unified Shares LLC leads the comparable SEC ownership view at 9.2%.
4 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 Unified Shares LLC's linked filing trail.
Comparable ownership
Top 4
Unified Shares LLC
9.2%
T. Rowe Price Investment Manageme...
6.5%
ALLIANCEBERNSTEIN L.P.
6.2%
Lee Terry L.
5.5%
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 |
|---|---|---|---|---|---|
| Unified Shares LLC |
3/4/5
13D/G
10%+ Owner · Spurlock Martha S.
|
9.2%
Reported 13D/G
· 01 Oct 2025
|
—
1,167,820 shares
|
— | 03 Oct 2025 |
| T. Rowe Price Investment Management, Inc. |
13F
13D/G
Company
|
6.5%
Reported 13D/G
· 31 Dec 2025
|
$27,570,000
853,798 shares
|
— | 30 Jun 2026 |
| ALLIANCEBERNSTEIN L.P. |
13D/G
13F
Company
|
6.2%
Reported 13D/G
· 30 Jun 2026
|
$27,539,657
852,885 shares
|
-$5,703,738 | 30 Jun 2026 |
| Lee Terry L. |
3/4/5
13D/G
President and CEO, Director
|
5.5%
Reported 13D/G
· 01 Oct 2025
|
$24,642,112
767,903 shares
mixed-class rows
|
— | 29 Sep 2026 |
| John Adam Robertson |
3/4/5
Executive Chairperson, Director
|
—
denominator unverified
|
$37,556,905
1,162,552 shares
|
+$9,257 | 16 Sep 2026 |
| Martha S. Spurlock |
3/4/5
Director
|
—
denominator unverified
|
$32,892,688
1,264,131 shares
|
— | 07 May 2026 |
| Aaron A. Robertson |
3/4/5
Director
|
—
denominator unverified
|
$28,776,896
1,105,953 shares
|
— | 07 May 2026 |
| BlackRock, Inc. |
13F
Company
|
—
denominator unverified
|
$21,664,976
670,950 shares
|
— | 30 Jun 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 buying over the last 12 months. Net value: +$277,888.
Buys
$277,888
Insiders: 3
Sells
$0
Insiders: 0
Net
+$277,888
Shares: +10,003
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 10,003
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 1,840 | 0 | $63,603 | $0 | +$63,603 |
| 3-6 | 3,300 | 0 | $95,760 | $0 | +$95,760 |
| 6-9 | 716 | 0 | $18,507 | $0 | +$18,507 |
| 9-12 | 4,147 | 0 | $100,018 | $0 | +$100,018 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-13 of 13 reporting-owner rows connected to Commercial Bancgroup, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
13
Largest Forms 3/4/5 holder
John Adam Robertson
Net 12M change
+$277,888
Latest report
29 Sep 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| John Adam Robertson | Executive Chairperson, Director | $37,556,905 | +$9,257 | +0.02% | Mixed | 16 Sep 2026 |
| Martha S. Spurlock | Director | $32,892,688 | Mixed | 07 May 2026 | ||
| Aaron A. Robertson | Director | $28,776,896 | Mixed | 07 May 2026 | ||
| Lee Terry L. | President and CEO, Director | $24,642,112 | Mixed | 29 Sep 2026 | ||
| Alan C. Neely | Director | $13,258,618 | Mixed | 08 May 2026 | ||
| Charles L. Yates | Director | $2,120,860 | Mixed | 13 Feb 2026 | ||
| Jr. Richard C. Sprinkle | EVP, Chief Credit Officer | $664,475 | Mixed | 01 Jan 2026 | ||
| Dennis Michael Robertson | Director | $610,247 | +$11,538 | +1.9% | Mixed | 08 May 2026 |
| III Sam A. Mars | Director | $500,390 | Mixed | 07 May 2026 | ||
| Philip J. Metheny | EVP, Chief Financial Officer | $494,652 | +$257,093 | +108% | Filing P/S | 25 Aug 2026 |
| James J. Shoffner | Director | $413,405 | Mixed | 07 May 2026 | ||
| Robertson Holding Company, L.P. | 10%+ Owner | $0 | Mixed | 03 Mar 2026 | ||
| Unified Shares LLC | 10%+ Owner | Mixed | 03 Oct 2025 |
Recent insider transactions for Commercial Bancgroup, 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Terry L. Lee | CBK | Common Stock | Tax liability | -1.95% | -5,242 | 263,850 | 29 Sep 2026 | Direct | ||
| Terry L. Lee | CBK | Common Stock | Options Exercise | 5.56% | 14,167 | 269,092 | 29 Sep 2026 | Direct | ||
| Terry L. Lee | CBK | Restricted Stock Units | Award | 4,753 | 4,753 | 29 Sep 2026 | Direct | |||
| Terry L. Lee | CBK | Restricted Stock Units | Options Exercise | -33.3% | -14,167 | 28,333 | 29 Sep 2026 | Direct | ||
| John Adam Robertson | CBK | Common Stock | Purchase | 0.15% | $2,288 | $32.68 | 70 | 45,871 | 16 Sep 2026 | Direct |
| Philip J. Metheny | CBK | Common Stock | Purchase | 0.69% | $3,411 | $34.11 | 100 | 14,502 | 26 Aug 2026 | Direct |
| Philip J. Metheny | CBK | Common Stock | Purchase | 4.88% | $23,309 | $34.79 | 670 | 14,402 | 25 Aug 2026 | Direct |
| Philip J. Metheny | CBK | Common Stock | Purchase | 1.1% | $5,066 | $33.77 | 150 | 13,732 | 20 Aug 2026 | Direct |
| Philip J. Metheny | CBK | Common Stock | Purchase | 6.68% | $29,529 | $34.74 | 850 | 13,582 | 03 Aug 2026 | Direct |
| Dennis Michael Robertson | CBK | Common Stock | Award | 3.7% | 836 | 23,453 | 08 May 2026 | Direct | ||
| Alan C. Neely | CBK | Common Stock | Award | 8.34% | 836 | 10,854 | 08 May 2026 | Direct | ||
| Aaron A. Robertson | CBK | Common Stock | Award | 7.49% | 836 | 11,993 | 07 May 2026 | Direct | ||
| James J. Shoffner | CBK | Common Stock | Award | 5.55% | 836 | 15,888 | 07 May 2026 | Direct | ||
| Martha S. Spurlock | CBK | Common Stock | Award | 0.88% | 836 | 96,311 | 07 May 2026 | Direct | ||
| III Sam A. Mars | CBK | Common Stock | Award | 4.54% | 836 | 19,231 | 07 May 2026 | Direct | ||
| Philip J. Metheny | CBK | Common Stock | Purchase | 35% | $95,760 | $29.02 | 3,300 | 12,732 | 30 Apr 2026 | Direct |
| Robertson Holding Company, L.P. | CBK | Common Stock | Other | -100% | -545,730 | 0 | 06 Mar 2026 | Direct | ||
| Aaron A. Robertson | CBK | Common Stock | Other | 100% | 545,730 | 1,091,461 | 06 Mar 2026 | By Craig E. Robertson Children's Irrevocable Trust | ||
| Aaron A. Robertson | CBK | Common Stock | Other | -100% | -545,730 | 0 | 06 Mar 2026 | By Robertson Holding Company, L.P. | ||
| John Adam Robertson | CBK | Common Stock | Other | -100% | -545,730 | 0 | 06 Mar 2026 | By Robertson Holding Company, L.P. | ||
| Robertson Holding Company, L.P. | CBK | Common Stock | Other | -50% | -545,730 | 545,731 | 05 Mar 2026 | Direct | ||
| Aaron A. Robertson | CBK | Common Stock | Other | 545,730 | 545,730 | 05 Mar 2026 | By Craig E. Robertson Children's Irrevocable Trust | |||
| Aaron A. Robertson | CBK | Common Stock | Other | -50% | -545,730 | 545,731 | 05 Mar 2026 | By Robertson Holding Company, L.P. | ||
| John Adam Robertson | CBK | Common Stock | Other | -50% | -545,730 | 545,731 | 05 Mar 2026 | By Robertson Holding Company, L.P. | ||
| Robertson Holding Company, L.P. | CBK | Common Stock | Other | -33.8% | -556,465 | 1,091,461 | 04 Mar 2026 | Direct | ||
| Aaron A. Robertson | CBK | Common Stock | Other | -33.8% | -556,465 | 1,091,461 | 04 Mar 2026 | By Robertson Holding Company, L.P. | ||
| John Adam Robertson | CBK | Common Stock | Other | -33.8% | -556,465 | 1,091,461 | 04 Mar 2026 | By Robertson Holding Company, L.P. | ||
| Robertson Holding Company, L.P. | CBK | Common Stock | Other | -25.2% | -556,466 | 1,647,926 | 03 Mar 2026 | Direct | ||
| Aaron A. Robertson | CBK | Common Stock | Other | -25.2% | -556,466 | 1,647,926 | 03 Mar 2026 | By Robertson Holding Company, L.P. | ||
| John Adam Robertson | CBK | Common Stock | Other | 556,466 | 556,466 | 03 Mar 2026 | By Edwin G. Robertson Children's Irrevocable Trust | |||
| John Adam Robertson | CBK | Common Stock | Other | -25.2% | -556,466 | 1,647,926 | 03 Mar 2026 | By Robertson Holding Company, L.P. | ||
| Charles L. Yates | CBK | Common Stock | Will/Inheritance | -100% | -31,106 | 0 | 13 Feb 2026 | By Peggy C. Smith Revocable Trust | ||
| Charles L. Yates | CBK | Common Stock | Will/Inheritance | -100% | -41,475 | 0 | 13 Feb 2026 | By PCS Investments II LLC | ||
| Charles L. Yates | CBK | Common Stock | Will/Inheritance | -100% | -31,106 | 0 | 13 Feb 2026 | By Peggy C. Smith Revocable Trust | ||
| Charles L. Yates | CBK | Common Stock | Will/Inheritance | -100% | -41,475 | 0 | 13 Feb 2026 | By PCS Investments II LLC | ||
| John Adam Robertson | CBK | Common Stock | Purchase | 0.58% | $6,969 | $26.20 | 266 | 45,801 | 30 Jan 2026 | Direct |
| Dennis Michael Robertson | CBK | Common Stock | Purchase | 2.03% | $11,538 | $25.64 | 450 | 22,617 | 28 Jan 2026 | Direct |
| Philip J. Metheny | Common Stock | Award | 13.5% | 1,119 | 9,432 | 01 Jan 2026 | Direct | |||
| Jr. Richard C. Sprinkle | Common Stock | Award | 4.35% | 1,119 | 26,848 | 01 Jan 2026 | Direct | |||
| III Sam A. Mars | Common Stock | Award | 2.62% | 469 | 18,395 | 24 Nov 2025 | Direct | |||
| Alan C. Neely | Common Stock | Award | 4.91% | 469 | 10,018 | 24 Nov 2025 | Direct | |||
| Charles L. Yates | Common Stock | Award | 0.6% | 469 | 79,283 | 24 Nov 2025 | Direct | |||
| James J. Shoffner | Common Stock | Award | 3.22% | 469 | 15,052 | 24 Nov 2025 | Direct | |||
| Aaron A. Robertson | Common Stock | Award | 4.39% | 469 | 11,157 | 24 Nov 2025 | Direct | |||
| Dennis Michael Robertson | Common Stock | Award | 2.16% | 469 | 22,167 | 24 Nov 2025 | Direct | |||
| Martha S. Spurlock | Common Stock | Award | 0.49% | 469 | 95,475 | 24 Nov 2025 | Direct | |||
| Philip J. Metheny | Common Stock | Purchase | 99.5% | $100,018 | $24.12 | 4,147 | 8,313 | 21 Nov 2025 | Direct |
* marks a reported price that did not pass the local price check.