Commercial Bancgroup Inc has 8 Schedule 13D or 13G filings on record since 2025-10-08. 5 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Unified Shares LLC | 9.2% | 1,167,821 | SCHEDULE 13D, 2025-10-08 | 2025-10-01 |
| Robertson Holding Company, L.P. | 8.5% | 0 | SCHEDULE 13D, 2026-04-27 | 2026-03-03 |
| T. Rowe Price Investment Management, Inc. | 6.5% | 793,045 | SCHEDULE 13G, 2026-02-17 | 2025-12-31 |
| AllianceBernstein L.P. | 6.2% | 852,885 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Lee Terry L | 5.5% | 754,225 | SCHEDULE 13D, 2025-10-08 | 2025-10-01 |
Purpose of Transaction (Item 4)
Lee Terry L
The shares of Common Stock beneficially owned by Reporting Persons were acquired prior to closing of the initial public offering of securities of the Issuer, which closed on October 3, 2025 (the "IPO"). Except as described herein, the Reporting Persons do not have any present plans or proposals that relate to or would result in any of the transactions described in subparagraphs (a) through (j) of Item 4 of Schedule 13D. However, the Reporting Persons reserve the right to formulate, in the future, plans or proposals, which may relate to or result in the transactions described in subparagraphs (a) through (j) of this Item 4. The shares of Common Stock beneficially owned by the Reporting Persons are held for general investment purposes. The Reporting Persons reserve the right, based on all relevant factors and subject to applicable law or other restrictions, at any time and from time to time, to acquire additional shares of Common Stock or other securities of the Issuer, dispose of some or all of the shares of Common Stock or other securities of the Issuer that they may own from time to time, in each case in open market or private transactions, block sales or otherwise or pursuant to ordinary stock exchange transactions effected through one or more broker-dealers whether individually or utilizing specific pricing or other instructions. In connection with the IPO, the directors and officers of the Issuer and certain of the other security holders of the Issuer, including …The first part of Item 4 of the SCHEDULE 13D filed 2025-10-08; the filing has the rest
Robertson Holding Company, L.P.
Between March 3, 2026 and March 6, 2026, shares of Common Stock were transferred from RHC to the CER Trust and EGR Trust, respectively, in connection with the distribution of the assets of RHC to its limited partners. No purchase price was paid specifically for the transfer of such shares of Common Stock to the EGR Trust and CER Trust.Item 4 of the SCHEDULE 13D filed 2026-04-27
Unified Shares LLC
The shares of Common Stock beneficially owned by Reporting Persons were acquired prior to closing of the initial public offering of securities of the Issuer which closed on October 3, 2025 (the "IPO"). Except as described herein, the Reporting Persons do not have any present plans or proposals that relate to or would result in any of the transactions described in subparagraphs (a) through (j) of Item 4 of Schedule 13D. However, the Reporting Persons reserve the right to formulate, in the future, plans or proposals which may relate to or result in the transactions described in subparagraphs (a) through (j) of this Item 4. The shares of Common Stock beneficially owned by the Reporting Persons are held for general investment purposes. The Reporting Persons reserve the right, based on all relevant factors and subject to applicable law or other restrictions, at any time and from time to time, to acquire additional shares of Common Stock or other securities of the Issuer, dispose of some or all of the shares of Common Stock or other securities of the Issuer that they may own from time to time, in each case in open market or private transactions, block sales or otherwise or pursuant to ordinary stock exchange transactions effected through one or more broker-dealers whether individually or utilizing specific pricing or other instructions. In connection with the IPO, the directors and officers of the Issuer and certain of the other security holders of the Issuer, including …The first part of Item 4 of the SCHEDULE 13D filed 2025-10-08; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-10-08 | Lee Terry L | 5.5% | SCHEDULE 13D |
| 2025-10-08 | Robertson Holding Company, L.P. | 16.5% | SCHEDULE 13D |
| 2025-10-08 | Unified Shares LLC | 9.2% | SCHEDULE 13D |
| 2025-12-04 | AllianceBernstein L.P. | 10.2% | SCHEDULE 13G |
| 2026-02-17 | T. Rowe Price Investment Management, Inc. | 6.5% | SCHEDULE 13G |
| 2026-04-27 | Robertson Holding Company, L.P. | 8.5% | SCHEDULE 13D |
| 2026-05-18 | AllianceBernstein L.P. | 7.5% | SCHEDULE 13G/A |
| 2026-08-14 | AllianceBernstein L.P. | 6.2% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.