Comparable stake leader
PSB Financial, Inc. Employee Stock Ownership Plan Trust
SEC ownership of PSB Financial, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002087419.
Disclosed value leader
PSB Financial, Inc. Employee Stock Ownership Plan Trust
Comparable rows
1/11
Latest evidence
30 Jun 2026
- Public ticker
- PNSB on OTC
- Parsed ownership sources
-
13D/G and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
PSB Financial, Inc. Employee Stock Ownership Plan Trust
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
1 of 11
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
PSB Financial, Inc. Employee Stock Ownership Plan Trust
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
- 0002087419
- Issuer location
- Deer Lodge, MT
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 PSB Financial, 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
PSB Financial, Inc. Emplo...
Disclosed value leader
PSB Financial, Inc. Emplo...
Comparable rows
1/11
Latest evidence
30 Jun 2026
13D/G
3/4/5
Lead comparable stake: 8%
10 rows are not safely comparable across share classes.
13D/G row: PSB Financial, Inc. Employee Stock Ownership Plan Trust
Showing 1-8 of 11 holder rows.
Quick read
PSB Financial, Inc. Employee Stock Ownership Plan Trust leads the comparable SEC ownership view at 8%.
1 of 11 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 PSB Financial, Inc. Employee Stock Ownership Plan Trust's linked filing trail.
Comparable ownership
Top 1
PSB Financial, Inc. Employee Stoc...
8%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 11 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| PSB Financial, Inc. Employee Stock Ownership Plan Trust |
13D/G
|
8%
|
$1,506,063
137,540 shares
|
$0 | 30 Jun 2026 |
| Ronald J. Snow |
3/4/5
Director
|
—
class O/S missing
|
—
30,000 shares
|
— | 21 May 2026 |
| Tony L. Pfaff |
3/4/5
Director
|
—
class O/S missing
|
—
25,000 shares
|
— | 21 May 2026 |
| Debra H. Huber |
3/4/5
Director
|
—
class O/S missing
|
—
10,450 shares
|
— | 21 May 2026 |
| Michael E. Johns |
3/4/5
Director
|
—
class O/S missing
|
—
10,000 shares
|
— | 21 May 2026 |
| Spencer S. Hegstad |
3/4/5
Director
|
—
class O/S missing
|
—
5,000 shares
|
— | 21 May 2026 |
| William L. Mosier Jr. |
3/4/5
Director
|
—
class O/S missing
|
—
5,000 shares
|
— | 21 May 2026 |
| Roberta Jean Bergeson |
3/4/5
Director
|
—
class O/S missing
|
—
3,000 shares
|
— | 21 May 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
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 20 Aug 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-10 of 10 reporting-owner rows connected to PSB Financial, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
10
Largest Forms 3/4/5 holder
Tony L. Pfaff
Net 12M change
$0
Latest report
21 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Tony L. Pfaff | Director | Mixed | 21 May 2026 | |||
| Phillip K. Willett | President and CEO, Director | Mixed | 21 May 2026 | |||
| Jack M. Andersen | Director | Mixed | 21 May 2026 | |||
| Roberta Jean Bergeson | Director | Mixed | 21 May 2026 | |||
| Debra H. Huber | Director | Mixed | 21 May 2026 | |||
| Michael E. Johns | Director | Mixed | 21 May 2026 | |||
| William L. Mosier Jr. | Director | Mixed | 21 May 2026 | |||
| Mark J. Simkins | Director | Mixed | 21 May 2026 | |||
| Ronald J. Snow | Director | Mixed | 21 May 2026 | |||
| Spencer S. Hegstad | Director | Mixed | 21 May 2026 |
Recent insider transactions for PSB Financial, 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Tony L. Pfaff | Common Stock | 0 | 25,000 | 21 May 2026 | Direct | |||||
| Spencer S. Hegstad | Common Stock | 0 | 5,000 | 21 May 2026 | Direct | |||||
| Phillip K. Willett | Common Stock | 0 | 2,500 | 21 May 2026 | Direct | |||||
| Ronald J. Snow | Common Stock | 0 | 20,969 | 21 May 2026 | By IRA | |||||
| Ronald J. Snow | Common Stock | 0 | 9,031 | 21 May 2026 | Direct | |||||
| Mark J. Simkins | Common Stock | 0 | 1,500 | 21 May 2026 | Direct | |||||
| William L. Mosier Jr. | Common Stock | 0 | 5,000 | 21 May 2026 | Direct | |||||
| Michael E. Johns | Common Stock | 0 | 10,000 | 21 May 2026 | Direct | |||||
| Debra H. Huber | Common Stock | 0 | 10,450 | 21 May 2026 | By IRA | |||||
| Roberta Jean Bergeson | Common Stock | 0 | 3,000 | 21 May 2026 | Direct | |||||
| Jack M. Andersen | Common Stock | 0 | 200 | 21 May 2026 | Direct |
* marks a reported price that did not pass the local price check.