Data spanning the past 90 days through December 31, 2025 reveals that CB Financial Services's three principal insider shareholders consist of Director John J Lacarte (53.87K shares), President And Ceo John Haines Montgomery (37.56K shares), Sevp And Coo Jennifer L George (12.16K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Ralph Burchianti | Sevp & Chief Credit Officer | 78,973 | 28 Jul, 2025 |
| John J Lacarte | 53,870 | 31 Jul, 2025 | |
| David F. Pollock | 48,030 | 19 Feb, 2025 | |
| John Haines Montgomery | President And Ceo | 37,562 | 09 Dec, 2025 |
| Joseph N. Headlee | 25,270 | 23 Feb, 2023 | |
| Charles R. Guthrie | 23,047 | 19 Feb, 2025 | |
| Karl G. Baily | 21,130 | 17 Mar, 2023 | |
| Jonathan Bedway | 19,999 | 19 Feb, 2025 | |
| John Swiatek | 19,028 | 14 May, 2025 | |
| Jamie L Prah | Evp And Cfo | 18,543 | 21 Feb, 2024 |
| Roberta Robinson Olejasz | 13,300 | 19 Feb, 2025 | |
| Mark E. Fox | 13,197 | 19 Feb, 2025 | |
| William G Petroplus | 12,191 | 23 Feb, 2023 | |
| Jennifer L George | Sevp And Coo | 12,160 | 23 Dec, 2025 |
| Richard B Boyer | 8,106 | 23 Feb, 2023 | |
| Stephen Cobain | Chief Credit Officer | 3,078 | 30 Dec, 2025 |
| Bruce A. Sharp | Sevp & Chief Comm Loan Officer | 1,000 | 19 Nov, 2025 |
| Amanda L Engles | Svp And Cfo | 805 | 19 Feb, 2025 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 26 Dec, 2025 | Stephen Cobain | Common Stock | D | 39 | $35.25 | 3,078 | D | F |
| 19 Dec, 2025 | Jennifer L George | Common Stock | D | 125 | $36.39 | 12,160 | D | F |
| 09 Dec, 2025 | John Haines Montgomery | Common Stock | A | 4,500 | $18.60 | 35,062 | D | M |
| 18 Nov, 2025 | Bruce A. Sharp | Common Stock | A | 1,000 | $32.80 | 1,000 | I | P |
| 30 Jul, 2025 | John J Lacarte | - | - | 46,803 | D | |||
| 30 Jul, 2025 | John J Lacarte | Common Stock | A | 685 | $30.75 | 46,803 | D | M |
| 30 Jul, 2025 | John J Lacarte | - | - | 46,698 | D | |||
| 30 Jul, 2025 | John J Lacarte | Common Stock | D | 105 | $33.20 | 46,698 | D | S |
| 30 Jul, 2025 | John J Lacarte | Common Stock | D | 232 | $33.20 | 46,466 | D | S |
| 30 Jul, 2025 | John J Lacarte | - | - | 46,466 | D | |||
| 30 Jul, 2025 | John J Lacarte | Common Stock | D | 37 | $33.21 | 46,429 | D | S |
| 30 Jul, 2025 | John J Lacarte | - | - | 46,429 | D | |||
| 30 Jul, 2025 | John J Lacarte | - | - | 46,377 | D | |||
| 30 Jul, 2025 | John J Lacarte | Common Stock | D | 52 | $33.22 | 46,377 | D | S |
| 30 Jul, 2025 | John J Lacarte | - | - | 46,371 | D | |||
| 30 Jul, 2025 | John J Lacarte | Common Stock | D | 6 | $33.23 | 46,371 | D | S |
| 30 Jul, 2025 | John J Lacarte | Common Stock | D | 201 | $33.50 | 46,170 | D | S |
| 30 Jul, 2025 | John J Lacarte | - | - | 46,170 | D | |||
| 24 Jul, 2025 | Ralph Burchianti | - | - | 78,973 | D | |||
| 24 Jul, 2025 | Ralph Burchianti | Common Stock | A | 2,500 | $22.25 | 78,973 | D | M |