As of May 23, 2026, the three largest insider holders of CBFV are Ralph Burchianti (Sevp Chief Credit Officer, 79.72K shares), David F. Pollock (Director, 48.78K shares), John J Lacarte (Director, 46.92K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| William G Petroplus | - | 12,191 | 0 | 22 Feb, 2023 |
| Richard B Boyer | - | 8,106 | 0 | 22 Feb, 2023 |
| John J Lacarte | - | 46,920 | 0 | 18 Feb, 2026 |
| Jamie L Prah | Evp And Cfo | 18,543 | 0 | 21 Feb, 2024 |
| Jennifer L George | Sevp And Coo | 13,140 | 0 | 18 Feb, 2026 |
| Amanda L Engles | Evp And Cfo | 2,054 | 0 | 23 Feb, 2026 |
| John Swiatek | - | 12,244 | 0 | 18 Feb, 2026 |
| Jonathan Bedway | - | 20,749 | 0 | 18 Feb, 2026 |
| Roberta Robinson Olejasz | - | 13,264 | 0 | 18 Feb, 2026 |
| Karl G. Baily | - | 20,067 | 0 | 22 Feb, 2023 |
| Charles R. Guthrie | - | 17,845 | 0 | 18 Feb, 2026 |
| Mark E. Fox | - | 13,164 | 0 | 18 Feb, 2026 |
| David F. Pollock | - | 48,780 | 0 | 18 Feb, 2026 |
| Ralph Burchianti | Sevp Chief Credit Officer | 79,723 | 0 | 18 Feb, 2026 |
| Joseph N. Headlee | - | 25,270 | 0 | 22 Feb, 2023 |
| Stephen Cobain | Chief Credit Officer | 4,313 | 0 | 06 Mar, 2026 |
| Bruce A. Sharp | Sevp Chief Comm Loan Officer | 6,787 | 0 | 23 Feb, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 05 Mar, 2026 | Stephen Cobain | Common Stock | A | 1,792 | $22.12 | 6,105 | D | M |
| 05 Mar, 2026 | Stephen Cobain | Common Stock | A | 1,792 | $22.12 | 6,105 | D | M |
| 05 Mar, 2026 | Stephen Cobain | Common Stock | D | 1,285 | $34.51 | 4,820 | D | S |
| 05 Mar, 2026 | Stephen Cobain | Common Stock | D | 1,285 | $34.51 | 4,820 | D | S |
| 05 Mar, 2026 | Stephen Cobain | Common Stock | D | 23 | $34.52 | 4,797 | D | S |
| 05 Mar, 2026 | Stephen Cobain | Common Stock | D | 23 | $34.52 | 4,797 | D | S |
| 05 Mar, 2026 | Stephen Cobain | Common Stock | D | 26 | $34.62 | 4,771 | D | S |
| 05 Mar, 2026 | Stephen Cobain | Common Stock | D | 26 | $34.62 | 4,771 | D | S |
| 05 Mar, 2026 | Stephen Cobain | Common Stock | D | 2 | $34.64 | 4,769 | D | S |
| 05 Mar, 2026 | Stephen Cobain | Common Stock | D | 2 | $34.64 | 4,769 | D | S |
| 05 Mar, 2026 | Stephen Cobain | Common Stock | D | 305 | $34.76 | 4,464 | D | S |
| 05 Mar, 2026 | Stephen Cobain | Common Stock | D | 305 | $34.76 | 4,464 | D | S |
| 05 Mar, 2026 | Stephen Cobain | Common Stock | D | 100 | $34.78 | 4,364 | D | S |
| 05 Mar, 2026 | Stephen Cobain | Common Stock | D | 100 | $34.78 | 4,364 | D | S |
| 05 Mar, 2026 | Stephen Cobain | Common Stock | D | 50 | $34.79 | 4,314 | D | S |
| 05 Mar, 2026 | Stephen Cobain | Common Stock | D | 50 | $34.79 | 4,314 | D | S |
| 05 Mar, 2026 | Stephen Cobain | Common Stock | D | 1 | $35.08 | 4,313 | D | S |
| 05 Mar, 2026 | Stephen Cobain | Common Stock | D | 1 | $35.08 | 4,313 | D | S |
| 20 Feb, 2026 | Bruce A. Sharp | Common Stock | A | 2,400 | $25.56 | 7,997 | D | M |
| 23 Feb, 2026 | Amanda L Engles | Common Stock | D | 43 | $33.77 | 2,065 | D | S |