SB Financial Group Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:9KH Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
12 Dec 24	Sell€24,598	Richard Hardgrove	Individual	1,200	€20.50
05 Sep 24	Sell€25,564	Richard Hardgrove	Individual	1,692	€15.11
20 Aug 24	Sell€20,424	Richard Hardgrove	Individual	1,500	€13.62
16 Aug 24	Sell€40,213	Richard Hardgrove	Individual	2,859	€14.07
06 May 24	Sell€2,424	Richard Hardgrove	Individual	200	€12.12
29 Feb 24	Buy€1,685	Mark Klein	Individual	131	€12.86
21 Feb 24	Buy€4,774	George Carter	Individual	350	€13.64

Insider Trading Volume

Insider Buying: 9KH insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of 9KH?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	327,549	4.92%
Employee Share Scheme	328,187	4.93%
Hedge Funds	1,125,490	16.9%
Institutions	2,251,451	33.8%
General Public	2,619,248	39.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 57.93% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.84%	AllianceBernstein L.P.	587,914	€11.9m	-0.37%	no data
7.27%	Manulife Asset Management	483,868	€9.8m	-0.16%	0.01%
6%	Cutler Capital Management, LLC	399,154	€8.1m	-1.05%	3.72%
5.62%	FJ Capital Management, LLC	373,521	€7.6m	0%	0.84%
5.3%	Strategic Value Bank Partners LLC	352,815	€7.1m	0%	3.32%
4.93%	Rurban Financial Corp. ESOP	328,187	€6.7m	0%	no data
3.99%	Petiole USA Limited	265,710	€5.4m	0%	3.51%
2.4%	Dimensional Fund Advisors LP	159,695	€3.2m	0.88%	no data
2.36%	Pinnacle Holdings, LLC	157,212	€3.2m	-0.11%	1.4%
1.67%	Bridgeway Capital Management, LLC	111,014	€2.2m	3.5%	0.04%
1.58%	Mark Klein	105,123	€2.1m	-0.1%	no data
1.53%	The Vanguard Group, Inc.	101,918	€2.1m	0%	no data
1.07%	Geode Capital Management, LLC	71,076	€1.4m	3.52%	no data
0.86%	BlackRock, Inc.	56,896	€1.2m	-0.41%	no data
0.73%	Tontine Management, LLC	48,823	€989.3k	0%	0.03%
0.73%	Anthony Cosentino	48,299	€978.7k	0%	no data
0.54%	First Manhattan Co. LLC	35,627	€721.9k	0%	no data
0.42%	PL Capital Advisors, LLC	28,159	€570.6k	0%	0.2%
0.37%	Keeta Diller	24,846	€503.5k	0%	no data
0.36%	Venture Visionary Partners LLC	23,644	€479.1k	0.29%	0.02%
0.3%	Gaylyn Finn	20,076	€406.8k	0%	no data
0.3%	Rita Kissner	19,788	€401.0k	0%	no data
0.27%	Northern Trust Global Investments	17,738	€359.4k	-1.7%	no data
0.24%	State Street Global Advisors, Inc.	16,232	€328.9k	0%	no data
0.24%	Juan Ernesto Garcia	15,983	€323.9k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/10 14:51
End of Day Share Price	2025/01/10 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

SB Financial Group, Inc. is covered by 2 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Brian Martin	FIG Partners
Brian Martin	Janney Montgomery Scott LLC