Commercial Bancgroup, Inc.
Ownership
Ownership Structure
Who owns Commercial Bancgroup, Inc. (CBK)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 63.6% of the shares are freely tradable; institutional investors hold 54.0%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| T. Rowe Price Investment Management,Inc. | 6.23 | 853,798 | -0.4 | 06/30/2026 |
| AllianceBernstein L.P. | 6.22 | 852,885 | -17.2 | 06/30/2026 |
| BlackRock Inc | 4.90 | 670,950 | +38.1 | 06/30/2026 |
| Raffles Associates LP | 3.40 | 466,220 | +87.8 | 06/30/2026 |
| Vanguard Capital Management, LLC | 2.42 | 331,598 | +0.7 | 06/30/2026 |
| Petiole USA ltd | 2.12 | 291,014 | +0.0 | 06/30/2026 |
| Pacific Ridge Capital Partners, LLC | 1.63 | 223,763 | -0.8 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| T. Rowe Price Small-Cap Value | 3.12 | 426,964 | +0.0 | 09/30/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.77 | 242,000 | +0.0 | 09/30/2026 |
| iShares Russell 2000 ETF | 1.70 | 232,388 | -1.1 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Lee Terry L | President and CEO | 263,850 | 8,891,745 $ | Sep 29, 2026 | direct |
| Robertson John Adam | Executive Chairperson | 45,871 | 1,545,836 $ | Sep 16, 2026 | direct |
| Metheny Philip J. | EVP, Chief Financial Officer | 14,502 | 488,707 $ | Aug 26, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | Lee Terry L | President and CEO | Other | 5,242 | 31.56 | 165,438 |
| Sep 29, 2026 | Lee Terry L | President and CEO | Other | 14,167 | – | – |
| Sep 16, 2026 | Robertson John Adam | Executive Chairperson | Buy | 70 | 32.69 | 2,288 |
| Aug 26, 2026 | Metheny Philip J. | EVP, Chief Financial Officer | Buy | 100 | 34.11 | 3,411 |
| Aug 25, 2026 | Metheny Philip J. | EVP, Chief Financial Officer | Buy | 670 | 34.79 | 23,309 |
| Aug 20, 2026 | Metheny Philip J. | EVP, Chief Financial Officer | Buy | 150 | 33.77 | 5,066 |
| Aug 3, 2026 | Metheny Philip J. | EVP, Chief Financial Officer | Buy | 850 | 34.74 | 29,529 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: November 2, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.