Zacks Investment ResearchT3·2d ago
CBFV CB Financial Services, Inc. (PA)
XNAS
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
CBFV
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Key stats
Related
About
- Industry (SIC)
- STATE COMMERCIAL BANKS (6022) · industry map
- Exchange
- XNAS
- Market Cap
- $0.2B
- Employees
- 174
- List Date
- 1995-02-01
- CIK
- 0001605301
- Headquarters
- Carmichaels, PA
- Homepage
- https://www.communitybank.tv
CB Financial Services Incis a bank holding company headquartered in Carmichaels, Pennsylvania. The company had one reportable segment, community banking services. The Bank also has a loan production office in Allegheny County, a loan production office and a corporate center in Washington County, and an operations center in Greene County, Pennsylvania. The Bank is a community-oriented institution offering residential and commercial real estate loans, commercial and industrial loans, and consumer loans, as well as a variety of deposit products for individuals and businesses in its market area.
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -8.16% | 1.08% | 0.69% | -1.59% | 5.19% | 3.35% | 0.09% |
| Feb | 8.71% | 1.21% | 11.32% | -5.55% | -4.41% | -4.39% | 1.15% |
| Mar | 6.96% | -5.73% | -12.46% | -0.92% | 2.30% | -3.09% | -2.16% |
| Apr | -3.59% | 1.17% | 0.28% | 1.83% | 0.74% | 1.88% | 0.39% |
| May | -1.85% | 1.39% | -9.55% | 0.36% | 0.21% | -0.67% | -1.69% |
| Jun | 1.65% | -0.39% | 7.53% | 0.27% | -1.38% | 8.97% | 2.78% |
| Jul | 4.62% | 5.91% | 10.74% | 13.53% | 10.24% | -4.35% | 6.78% |
| Aug | -2.27% | -7.23% | -5.09% | 10.40% | 8.05% | 1.14% | 0.83% |
| Sep | 1.96% | -0.18% | -1.25% | 6.88% | 1.50% | -0.75% | 1.36% |
| Oct | 4.21% | -2.46% | -1.54% | 1.66% | -2.88% | 2.79%* | 0.30% |
| Nov | -2.36% | 5.29% | 2.53% | 11.95% | 10.78% | -- | 5.64% |
| Dec | 1.73% | -5.18% | 7.01% | -12.41% | -1.11% | -- | -1.99% |
| Total | 10.84% | -5.89% | 7.30% | 26.02% | 31.73% | 4.22% | 12.37% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $37.41
SMA 50: $37.38
SMA 200: $36.10
Current: $38.31
EMA 12: $37.64
EMA 26: $37.48
MACD: 0.1582 | Signal: 0.0672
BULLISH
ADX (14): 30.24
TREND
+DI: 38.40
−DI: 8.96
Momentum Oscillators
RSI (14): 60.71
NEUTRAL
Stoch %K: 65.79
Stoch %D: 56.27
Williams %R: -11.66
Volume & Volatility
BB Upper: $38.16
BB Lower: $36.67
OVERBOUGHT
OBV: 827,896
Vol SMA 20: 4,112
Vol ROC: 125.59%
ATR: $0.50
True Range: $0.90
HV 20: 16.0%
HV 30: 18.5%
HV 60: 16.5%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-22T00:00:00
AI Analysis
LLM Stock Analysis Report: CBFV
Executive Summary
Overall assessment: NEUTRAL (confidence level: 6/10) Key drivers and primary risks: + Technical indicators suggest a range-bound market with no clear trend. + Recent news sentiment is mixed, with some positive earnings beats but also negative news on Valley National's Q1 earnings miss. + Risk metrics indicate low volatility, which may impact trading decisions.
Investment thesis: CBFV's recent price action has been characterized by consolidation within a narrow range. While there are no clear signs of a trend, the stock's beta and risk profile suggest it is less volatile than the broader market. A potential catalyst could be an upcoming earnings report, which may provide insight into the company's performance and potentially impact the stock price.
Recent news sentiment impact: The recent news headlines have been mostly neutral, with no significant events or trends that would sway investor sentiment.
Technical Analysis
Trend Direction: Range-bound (short-term), Neutral (medium-term), Bullish (long-term)
Support/Resistance Levels: + Lower Bollinger Band: $34.05 + Middle Bollinger Band: $35.10 + Upper Bollinger Band: $36.15
Momentum Signals: + RSI interpretation: Neutral (57.63) + MACD signal: Bearish (0.02 / Signal: 0.10 / Histogram: -0.08) + Bollinger Bands position: Neutral (touching middle band)
News & Sentiment Analysis
Recent Headlines Summary: + CB Financial Services (CBFV) Q1 Earnings and Revenues Top Estimates (Zacks Investment Research, 2024-04-26): NEUTRAL + Valley National (VLY) Q1 Earnings Miss Estimates (Zacks Investment Research, 2024-04-25): NEUTRAL + CNB Financial (CCNE) Beats Q1 Earnings Estimates (Zacks Investment Research, 2024-04-15): POSITIVE
Sentiment Assessment: Mixed (neutral)
Catalyst Identification: + Upcoming earnings report for CBFV
Market Narrative: The mixed news sentiment and range-bound technical indicators suggest a neutral market environment. The potential catalyst of the upcoming earnings report may provide clarity on the company's performance.
Risk & Volatility Assessment
Beta Interpretation: Low risk (0.51 vs SPY)
Volatility Regime: Low volatility
Options Market Signals: No options data available
Downside Protection: Support levels: $34.05, Middle Bollinger Band: $35.10
Market Context & Positioning
Sector Performance: Financial sector performance is neutral.
Institutional Activity: Volume patterns suggest institutional interest in the financial sector.
Correlation Analysis: CBFV's correlation with the market (R-squared) is low, suggesting it may have a higher potential for uncorrelated returns.
Relative Valuation: The stock is trading within its historical range, indicating no clear overbought or oversold conditions.
Key Levels & Action Items
Critical Price Levels: + Lower Bollinger Band: $34.05 + Middle Bollinger Band: $35.10 + Upper Bollinger Band: $36.15
Breakout/Breakdown Levels: + None identified
Time-Sensitive Catalysts: + Upcoming earnings report for CBFV
Risk Management: + Stop-loss levels: $34.00 and $36.20 + Position sizing considerations: Conservative investors may want to consider reducing their exposure, while more aggressive traders may see opportunities in the range-bound market.
Note: The analysis is based on the provided data and should not be considered as personalized investment advice. It is essential to conduct thorough research and consider individual circumstances before making any investment decisions.
Generated
News
All CBFV news →
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Showing 1–10 of 50
Page 1 of 5
Earnings History
1 of 1 under expected move
Avg Expected Move
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Avg Actual Move
1.48%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2026-07-28 | unknown | — | 1.48% | — | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
CBFV Options Activity & IV Rank
Loading options activity...
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
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pts
EXTREME
ATM — / Wing —
30 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Risk Metrics
Beta: 0.0491
Alpha: 18.72%
Correlation: 0.0245
R-Squared: 0.1%
Stock Volatility: 25.5%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 250
Period: 252 trading days
Data Points: 250
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own CBFV
3 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $2.0M | #1943 of 3138 | -3.1% | 13F | |
| Citadel Hedge fund Ken Griffin | $309K | #5032 of 6285 | +33.1% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $37K | #3495 of 4729 | -38.3% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
CBFV Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
CBFV Insider Trading (Form 4)
Latest: 2026-08-17Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-08-17 | Stephen Cobain | Chief Credit Officer | Mixed | — | $29.79 | -$21.9K | EDGAR |
| 2026-08-17 | John Swiatek | Director | Mixed | +400 | $30.87 | -$30 | EDGAR |
| 2026-06-17 | John Haines Montgomery | President and CEO | Exer (M) | +3,500 | $18.60 | $65.1K | EDGAR |
| 2026-03-06 | Stephen Cobain | Chief Credit Officer | Mixed | — | $28.35 | -$22.3K | EDGAR |
| 2026-02-23 | Amanda L Engles | EVP and CFO | Sell (S) | −54 | $33.79 | -$1.8K | EDGAR |
| 2026-02-23 | Stephen Cobain | Chief Credit Officer | Sell (S) | −140 | $33.79 | -$4.7K | EDGAR |
| 2026-02-23 | Bruce A. Sharp | SEVP & Chief Comm Loan Officer | Mixed | +1,190 | $28.29 | -$678 | EDGAR |
| 2026-02-18 | Jonathan Bedway | Director | Award (A) | +750 | — | EDGAR | |
| 2026-02-18 | Bruce A. Sharp | SEVP & Chief Comm Loan Officer | Mixed | +1,321 | $36.83 | -$7.5K | EDGAR |
| 2026-02-18 | Roberta Robinson Olejasz | Director | Award (A) | +750 | — | EDGAR | |
| 2026-02-18 | John Haines Montgomery | President and CEO | Award (A) | +3,975 | — | EDGAR | |
| 2026-02-18 | Charles R. Guthrie | Director | Award (A) | +750 | — | EDGAR | |
| 2026-02-18 | Ralph Burchianti | SEVP & Chief Credit Officer | Award (A) | +750 | — | EDGAR | |
| 2026-02-18 | John J LaCarte | Director | Award (A) | +750 | — | EDGAR | |
| 2026-02-18 | Jennifer L George | SEVP and COO | Mixed | +980 | $36.83 | -$12.7K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
CBFV Insider Holdings
13 insiders · @ $38.31
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | John J LaCarte | Director | 131,920 | $5.05M | $1.62M | 46 | 2026-02-18 |
| 2 | Ralph Burchianti | SEVP & Chief Credit Officer | 81,923 | $3.14M | $204.1K | 20 | 2026-02-18 |
| 3 | David F. Pollock | Director | 48,780 | $1.87M | $85.5K | 16 | 2026-02-18 |
| 4 | John Haines Montgomery | President and CEO | 45,037 | $1.73M | $121.1K | 16 | 2026-06-17 |
| 5 | Jonathan Bedway | Director | 20,749 | $794.9K | $374.9K | 12 | 2026-02-18 |
| 6 | John Swiatek | Director | 20,178 | $773.0K | -$142.6K | 16 | 2026-08-17 |
| 7 | Charles R. Guthrie | Director | 17,893 | $685.5K | -$100.6K | 23 | 2026-02-18 |
| 8 | Jennifer L George | SEVP and COO | 16,532 | $633.3K | -$167.2K | 11 | 2026-02-18 |
| 9 | Mark E. Fox | Director | 13,947 | $534.3K | -$23.0K | 24 | 2026-02-18 |
| 10 | Roberta Robinson Olejasz | Director | 13,934 | $533.8K | $122.9K | 12 | 2026-02-18 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
CBFV Board & Officers
As of SEC filings through Aug 17, 2026Directors 9
- David F. Pollock · since Oct 22, 2014
- John J LaCarte · since Oct 31, 2014
- John Swiatek · since Oct 31, 2014
- Jonathan Bedway · since Apr 30, 2018
- Roberta Robinson Olejasz · since Apr 30, 2018
- John Haines Montgomery · since Aug 31, 2020
- Ralph Burchianti · listed since Feb 2022
- Charles R. Guthrie · listed since Feb 2023
- Mark E. Fox · listed since Feb 2023
Officers 6
- John Haines Montgomery · President and CEO · since Aug 31, 2020
- Amanda L Engles · EVP and CFO · listed since Feb 2026
- Jennifer L George · SEVP and COO · listed since Feb 2022
- Ralph Burchianti · SEVP & Chief Credit Officer · listed since Feb 2022
- Stephen Cobain · Chief Credit Officer · since Jul 15, 2024
- Bruce A. Sharp · SEVP & Chief Comm Loan Officer · since Sep 9, 2025
Changes in the last 10 years (31)
| Feb 18, 2026 | Amanda L Engles listed as EVP and CFO (previously SVP and CFO) in SEC filings |
| Sep 9, 2025 | Bruce A. Sharp became SEVP & Chief Comm Loan Officer |
| Feb 4, 2025 | The company announced the departure of Jamie L Prah as EVP and CFO in an SEC filing |
| Feb 4, 2025 | Amanda L Engles became SVP and CFO |
| Jul 15, 2024 | Stephen Cobain became Chief Credit Officer |
| Dec 20, 2023 | The company announced the departure of Joseph N. Headlee from the board in an SEC filing |
| Dec 1, 2023 | The company announced the departure of Richard B Boyer from the board in an SEC filing |
| Jun 1, 2023 | The company announced the departure of Karl G. Baily from the board in an SEC filing |
| Feb 23, 2023 | Mark E. Fox first listed as a director in an SEC filing |
| Feb 23, 2023 | Charles R. Guthrie first listed as a director in an SEC filing |
| Feb 16, 2023 | The company announced the departure of William G Petroplus from the board in an SEC filing |
| Feb 17, 2022 | Mark E. Fox no longer listed as a director in SEC filings |
| Feb 17, 2022 | Mark E. Fox no longer listed as Chairman of the Board in SEC filings |
| Feb 17, 2022 | Jennifer L George listed as SEVP and COO (previously EVP and COO) in SEC filings |
| Feb 1, 2022 | Ralph Burchianti listed as SEVP & Chief Credit Officer (previously Executive Vice President) in SEC filings |
| Feb 1, 2022 | Ralph Burchianti first listed as a director in an SEC filing |
| Dec 16, 2021 | Mark E. Fox first listed as a director in an SEC filing |
| Dec 16, 2021 | Mark E. Fox first listed as Chairman of the Board in an SEC filing |
| Aug 31, 2020 | John Haines Montgomery became a director |
| Aug 31, 2020 | John Haines Montgomery became President and CEO |
| Dec 17, 2019 | Mark E. Fox no longer listed as a director in SEC filings |
| Dec 17, 2019 | Charles R. Guthrie no longer listed as a director in SEC filings |
| May 22, 2019 | Jamie L Prah became EVP and CFO |
| May 15, 2019 | Jennifer L George became EVP and COO |
| Dec 18, 2018 | Ralph J. Sommers Jr. first listed as a director in an SEC filing |
| Dec 18, 2018 | Barron P. McCune Jr. no longer listed as Vice Chairman, President & CEO in SEC filings |
| Nov 7, 2018 | Patrick G Obrien listed as President and CEO (previously SEVP and COO) in SEC filings |
| Apr 30, 2018 | William G Petroplus became a director |
| Apr 30, 2018 | Roberta Robinson Olejasz became a director |
| Apr 30, 2018 | Jonathan Bedway became a director |
| Dec 20, 2016 | Patrick G Obrien first listed as SEVP and COO in an SEC filing |
Not reported recently (5)
- Ralph J. Sommers Jr. · Last reported as a director in an SEC filing dated Dec 15, 2020
- William C Groves · Last reported as a director in an SEC filing dated Dec 15, 2020
- Patrick G Obrien · Last reported as a director in an SEC filing dated Dec 17, 2019
- Kevin D Lemley · Last reported as EVP and CFO in an SEC filing dated Feb 14, 2019
- Barron P. McCune Jr. · Last reported as a director in an SEC filing dated Dec 18, 2018
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
CBFV Proposed Insider Sales (Form 144)
Latest: 2026-08-14
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
1 filing
· $56K notice value
· 1 unique filer
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Cobain Stephen (1, $56K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-14 | Cobain Stephen | Officer | 1,500 | $55.7K | 2026-08-14 | Stifel Nicolaus & Company Inc | — | EDGAR |
| 2026-03-05 | Cobain Stephen | Officer | 1,792 | $62.0K | 2026-03-05 | Stifel Nicolaus & Company Inc | — | EDGAR |
| 2026-02-06 | Guthrie Charles R. | Officer | 1,913 | $71.5K | 2026-02-06 | Stifel Nicolaus & Company Inc | — | EDGAR |
| 2025-09-17 | GEORGE JENNIFER L | Officer | 5,042 | $167.2K | 2025-09-17 | Stifel Nicolaus & Company Inc | — | EDGAR |
| 2025-04-25 | SWIATEK JOHN | Director | 5,000 | $145.1K | 2025-04-25 | Stifel Nicolaus & Company Inc | — | EDGAR |
| 2024-12-16 | Fox Mark E. | Director | 3,538 | $111.4K | 2024-12-16 | Stifel Nicolaus & Company Inc | — | EDGAR |
| 2024-12-09 | Cobain Stephen | Director | 38 | $1.3K | 2024-12-09 | Stifel Nicolaus & Company Inc. | — | EDGAR |
| 2024-12-09 | LaCarte John J | Director | 1,342 | $45.0K | 2024-12-09 | Stifel Nicholas & Company Inc. | — | EDGAR |
| 2024-12-06 | Guthrie Charles R. | Director | 3,415 | $113.1K | 2024-12-06 | Stifel Nicholas & Company Inc. | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
27 ETFs hold CBFV
25 shown · $18.43M total exposure · 0.00% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $5.2M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.00% | $3.5M | $74.2B | 2026-10-21 |
| 3 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $1.9M | — | 2026-09-30 |
| 4 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.01% | $1.7M | $13.9B | 2026-10-21 |
| 5 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.06% | $1.4M | — | 2026-06-30 |
| 6 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $1.2M | $96.2B | 2026-10-21 |
| 7 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.01% | $997,417 | — | 2026-09-30 |
| 8 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.04% | $546,478 | $1.2B | 2026-10-21 |
| 9 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.00% | $425,820 | $31.5B | 2026-10-21 |
| 10 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.00% | $338,099 | — | 2026-10-21 |
| 11 | GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | Goldman | 0.03% | $275,157 | $1.0B | 2026-10-21 |
| 12 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.00% | $198,265 | — | 2026-10-21 |
| 13 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.00% | $175,479 | — | 2026-10-21 |
| 14 | VTWV Vanguard Russell 2000 Value ETF | Vanguard | 0.01% | $162,560 | — | 2026-09-30 |
| 15 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $97,497 | — | 2026-10-21 |
| 16 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.00% | $95,429 | — | 2026-10-21 |
| 17 | RSSL Global X Russell 2000 ETF | Global X | 0.01% | $88,879 | — | 2026-10-22 |
| 18 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $56,438 | — | 2026-10-21 |
| 19 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.00% | $55,310 | — | 2026-10-21 |
| 20 | DFSU Dimensional US Sustainability Core 1 ETF | Dimensional | 0.00% | $16,018 | $2.4B | 2026-10-21 |
| 21 | OMFS Invesco Russell 2000 Dynamic Multifactor ETF | Invesco | 0.01% | $14,213 | — | 2026-10-21 |
| 22 | VTHR Vanguard Russell 3000 ETF | Vanguard | 0.00% | $13,255 | — | 2026-09-30 |
| 23 | ITWO ProShares Russell 2000 High Income ETF | ProShares | 0.01% | $10,305 | — | 2026-10-22 |
| 24 | URTY ProShares UltraPro Russell2000 | ProShares | 0.00% | $7,892 | — | 2026-10-22 |
| 25 | UWM ProShares Ultra Russell2000 | ProShares | 0.00% | $5,248 | — | 2026-10-22 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.