Over the 90-day window ending January 21, 2026, Sb Financial's three dominant insider ownership positions are held by Chairman And President And Ceo Mark A Klein (113.86K shares), Director Rita A Kissner (22.58K shares), Director Gaylyn J Finn (20.18K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Mark A Klein | Chairman And President And Ceo | 113,860 | 07 Feb, 2025 |
| Rita A Kissner | 22,577 | 07 Feb, 2025 | |
| Gaylyn J Finn | 20,178 | 07 Feb, 2025 | |
| George W Carter | 18,778 | 28 Feb, 2025 | |
| Timothy J. Stolly | 17,783 | 07 Feb, 2025 | |
| William G Martin | 17,667 | 07 Feb, 2025 | |
| Richard L Hardgrove | 14,915 | 07 Feb, 2025 | |
| Timothy L. Claxton | 14,302 | 24 Jun, 2025 | |
| Garcia Juan Ernesto Gaytan | Evp Of Subsidiary | 14,175 | 07 Feb, 2025 |
| David A. Homoelle | Evp Of Subsidiary | 9,702 | 07 Feb, 2025 |
| Tom R Helberg | 7,096 | 07 Feb, 2025 | |
| Steven A. Walz | Evp Of Subsidiary | 6,072 | 07 Feb, 2025 |
| Anthony Van Cosentino | Evp & Cfo | 4,229 | 07 Feb, 2025 |
| Jr Robert A Fawcett | 3,673 | 08 Aug, 2022 | |
| Keeta Jane Diller | Evp Of Subsidiary | 3,650 | 07 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 |
|---|---|---|---|---|---|---|---|---|
| 23 Jun, 2025 | Timothy L. Claxton | COMMON STOCK | A | 2,000 | $17.64 | 10,127 | D | P |
| 20 Jun, 2025 | Mark A Klein | COMMON STOCK | A | 100 | $17.55 | 106,567 | I | P |
| 06 Mar, 2025 | David A. Homoelle | COMMON STOCK | A | 322 | $21.15 | 6,052 | I | P |
| 26 Feb, 2025 | George W Carter | COMMON STOCK | A | 134 | $21.08 | 17,785 | D | P |
| 13 Feb, 2025 | David A. Homoelle | - | - | 6,052 | I | |||
| 13 Feb, 2025 | David A. Homoelle | COMMON STOCK | A | 937 | $23.43 | 6,052 | I | S |
| 05 Feb, 2025 | Richard L Hardgrove | COMMON STOCK | A | 1,024 | $0.00 | 14,915 | D | A |
| 05 Feb, 2025 | Rita A Kissner | COMMON STOCK | A | 1,024 | $0.00 | 22,577 | D | A |
| 05 Feb, 2025 | Rita A Kissner | - | - | 22,577 | D | |||
| 05 Feb, 2025 | Mark A Klein | COMMON STOCK | A | 1,840 | $0.00 | 11,840 | D | A |
| 05 Feb, 2025 | Mark A Klein | COMMON STOCK | D | 1,364 | $23.43 | 7,293 | D | F |
| 05 Feb, 2025 | Mark A Klein | - | - | 7,293 | D | |||
| 05 Feb, 2025 | Gaylyn J Finn | COMMON STOCK | A | 1,024 | $0.00 | 7,044 | D | A |
| 05 Feb, 2025 | Anthony Van Cosentino | COMMON STOCK | D | 1,138 | $23.43 | 3,650 | D | F |
| 05 Feb, 2025 | Anthony Van Cosentino | COMMON STOCK | A | 920 | $0.00 | 5,925 | D | A |
| 05 Feb, 2025 | Timothy J. Stolly | COMMON STOCK | A | 1,024 | $0.00 | 17,783 | D | A |
| 05 Feb, 2025 | George W Carter | COMMON STOCK | A | 1,024 | $0.00 | 17,785 | D | A |
| 05 Feb, 2025 | William G Martin | COMMON STOCK | A | 1,024 | $0.00 | 16,617 | D | A |
| 05 Feb, 2025 | Tom R Helberg | COMMON STOCK | A | 1,024 | $0.00 | 7,096 | D | A |
| 05 Feb, 2025 | Garcia Juan Ernesto Gaytan | COMMON STOCK | A | 920 | $0.00 | 16,450 | D | A |