Commercial Bancgroup, Inc.'s SEC filings document a Tennessee bank holding company whose common stock trades on Nasdaq under the symbol CBK. The filings identify Commercial as the parent of Commercial Bank, a Tennessee state-chartered bank offering traditional consumer and commercial banking products and services in select Kentucky, North Carolina and Tennessee markets.
Recent filings include Form 8-K reports for quarterly and annual financial results, investor presentation exhibits and dividend disclosures, along with a definitive proxy statement covering shareholder voting, board matters and governance. The proxy materials also record the company's completed initial public offering, Nasdaq listing and emerging growth company reporting status.
Robertson Dennis Michael reported acquisition or exercise transactions in this Form 4 filing.
Commercial Bancgroup, Inc. director Dennis Michael Robertson received an equity award in the form of restricted stock units. He was granted 836 RSUs of common stock at no cash cost, increasing his direct and joint holdings to 23,453 shares. Each RSU represents a contingent right to one share of common stock and will vest 100% on the date of the company’s 2027 annual meeting of shareholders. Of the shares reported as owned after the transaction, 22,148 are jointly owned with his spouse.
Neely Alan C. reported acquisition or exercise transactions in this Form 4 filing.
Commercial Bancgroup, Inc. director Alan C. Neely reported an equity compensation award in the form of restricted stock units tied to the company’s common stock. He received 836 RSUs, with each RSU representing the right to receive one share of common stock.
The RSUs were granted under the Commercial Bancgroup, Inc. 2025 Omnibus Incentive Plan and will vest 100% on the date of the company’s 2027 annual meeting of shareholders. Following this grant, Neely directly holds 10,854 shares of common stock, in addition to indirect holdings through various Neely family trusts.
Robertson Aaron A. reported acquisition or exercise transactions in this Form 4 filing.
Commercial Bancgroup, Inc. director Robertson Aaron A. reported a compensation grant of 836 restricted stock units of common stock at no cash cost under the company’s 2025 Omnibus Incentive Plan. Each RSU represents one share and vests 100% on the date of the issuer’s 2027 annual meeting of shareholders.
Following the award, he holds 11,992.5 shares directly and reports indirect holdings of 1,091,460.5 shares through the Craig E. Robertson Children’s Irrevocable Trust and 2,500 shares held by a child. He disclaims beneficial ownership of trust securities except to the extent of any pecuniary interest.
Commercial Bancgroup, Inc. director Charles L. Yates reported estate-related changes in his holdings of common stock. Two transactions coded “W” on February 13, 2026 reflect transfers by the Peggy C. Smith Revocable Trust and PCS Investments II LLC in connection with the passing of Peggy C. Smith.
The filing shows 31,106 shares and 41,475 shares of common stock moving through these entities at a stated price of $0.00 per share, consistent with inheritance or estate distributions rather than market trades. After these changes, Yates directly owns 79,284.5 shares of common stock.
Of this direct position, 469 shares are restricted stock units (RSUs) granted under the Commercial Bancgroup, Inc. 2025 Omnibus Incentive Plan, each representing a contingent right to one common share. These RSUs vest 100% on the date of the company’s 2026 annual meeting of shareholders.
Commercial Bancgroup, Inc. director James J. Shoffner reported receiving an equity award in the form of restricted stock units tied to the company’s common stock. The award covers 836 RSUs, each representing the right to receive one share of common stock at no purchase price.
After this grant, Shoffner directly holds 15,888 shares of common stock. The RSUs were granted under the Commercial Bancgroup, Inc. 2025 Omnibus Incentive Plan and are scheduled to vest 100% on the date of the company’s 2027 annual meeting of shareholders, making this a compensation-related, not open-market, acquisition.
Spurlock Martha S. reported acquisition or exercise transactions in this Form 4 filing.
Commercial Bancgroup, Inc. director Martha S. Spurlock reported an equity award and updated holdings in common stock. She received 836 restricted stock units (RSUs) at $0.00 per share as a grant under the Commercial Bancgroup, Inc. 2025 Omnibus Incentive Plan. Each RSU represents a contingent right to receive one share of common stock and vests 100% on the date of the company’s 2027 annual meeting of shareholders. Following this grant, she holds 96,310.5 shares directly, including 95,005.5 shares jointly owned with her spouse, and has an additional 1,167,820.5 shares reported as indirectly owned through Unified Shares LLC, where she disclaims beneficial ownership except to the extent of any pecuniary interest.
Mars III Sam A. reported acquisition or exercise transactions in this Form 4 filing.
Commercial Bancgroup, Inc. director Sam A. Mars III reported receiving an equity award in the form of restricted stock units. He was granted 836 RSUs, each representing a contingent right to receive one share of the company’s common stock under the 2025 Omnibus Incentive Plan.
The RSUs vest 100% on the date of the issuer’s 2027 annual meeting of shareholders, aligning the award with long-term performance. Following this grant, Mars directly holds 19,231 shares of Commercial Bancgroup common stock.
Commercial Bancgroup, Inc. executive vice president and chief financial officer Philip J. Metheny reported an open-market purchase of common stock. He bought 3,300 shares on April 30, 2026 at a weighted average price of $29.0182 per share, with trade prices ranging from $28.950 to $29.025.
After this transaction, he directly owns 12,731.69 shares of common stock, which includes 1,119 restricted stock units granted under the Commercial Bancgroup, Inc. 2025 Omnibus Incentive Plan. These RSUs vest in three equal annual installments on January 1, 2027, January 1, 2028, and January 1, 2029.
Commercial Bancgroup, Inc. major shareholder Robertson Holding Company, L.P. reported a series of internal restructuring transactions involving its holdings of Commercial Bancgroup common stock. Over four Form 4 entries dated from March 3, 2026 to March 6, 2026, a total of about 2,204,392 shares were reclassified.
According to the footnote, these shares were transferred from Robertson Holding to the Craig E. Robertson Children's Irrevocable Trust and the Edwin G. Robertson Children's Irrevocable Trust as part of a distribution of Robertson Holding’s assets to its limited partners. No purchase price was paid specifically for these transfers, and Robertson Holding’s direct ownership in the common stock decreased to zero following the final transaction.
Commercial Bancgroup, Inc. major shareholder Robertson Holding Company, L.P. reported a series of internal restructuring transactions involving its holdings of Commercial Bancgroup common stock. Over four Form 4 entries dated from March 3, 2026 to March 6, 2026, a total of about 2,204,392 shares were reclassified.
According to the footnote, these shares were transferred from Robertson Holding to the Craig E. Robertson Children's Irrevocable Trust and the Edwin G. Robertson Children's Irrevocable Trust as part of a distribution of Robertson Holding’s assets to its limited partners. No purchase price was paid specifically for these transfers, and Robertson Holding’s direct ownership in the common stock decreased to zero following the final transaction.
Commercial Bancgroup, Inc. director Aaron A. Robertson reported internal restructurings of Common Stock holdings involving related entities. Shares were transferred between Robertson Holding Company, L.P. and the Craig E. Robertson Children's Irrevocable Trust and the Edwin G. Robertson Children's Irrevocable Trust in connection with a distribution of Robertson Holding’s assets to its limited partners, with no purchase price paid for these transfers. The filing also shows direct and indirect holdings, including shares held by a child and an award of restricted stock units that vest at the issuer’s 2026 annual shareholder meeting, and notes that Robertson disclaims beneficial ownership of the trust and partnership shares except for any pecuniary interest.
Commercial Bancgroup, Inc. director Aaron A. Robertson reported internal restructurings of Common Stock holdings involving related entities. Shares were transferred between Robertson Holding Company, L.P. and the Craig E. Robertson Children's Irrevocable Trust and the Edwin G. Robertson Children's Irrevocable Trust in connection with a distribution of Robertson Holding’s assets to its limited partners, with no purchase price paid for these transfers. The filing also shows direct and indirect holdings, including shares held by a child and an award of restricted stock units that vest at the issuer’s 2026 annual shareholder meeting, and notes that Robertson disclaims beneficial ownership of the trust and partnership shares except for any pecuniary interest.