Overview
Corporate structure
PSB Financial, Inc. sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of PSB Financial, Inc.
- PSB Financial, Inc. Employee Stock Ownership Plan Trust Filed SCHEDULE 13G on PSB Financial, Inc., latest Aug 18, 2026
- PSB Financial, Inc. Deer Lodge, Montana
Built from major holders from Schedules 13D and 13G. Each entity in the chart links to its source.
Leadership
Who has led PSB Financial, Inc., and when. Pick a name to see everywhere that person has worked.
- Chief executive officerPhillip K. Willett May 21, 2026 to now5
- PresidentPhillip K. Willett May 21, 2026 to now5
Board members and other officers (10)
- Board memberDebra H. Huber May 21, 2026 to now6
- Board memberJack M. Andersen May 21, 2026 to now7
- Board memberMark J. Simkins May 21, 2026 to now8
- Board memberMichael E. Johns May 21, 2026 to now9
- Board memberPhillip K. Willett May 21, 2026 to now5
- Board memberRoberta Jean Bergeson May 21, 2026 to now10
- Board memberRonald J. Snow May 21, 2026 to now11
- Board memberSpencer S. Hegstad May 21, 2026 to now12
- Board memberTony L. Pfaff May 21, 2026 to now13
- Board memberWilliam L. Mosier Jr. May 21, 2026 to now14
Timeline
Filings
26 filings to the SEC since October 2021: 2 quarterly reports, 6 major events, 10 insider forms, 1 large holders, 7 other. The latest 20:
- Aug 18, 2026SCHEDULE 13G EDGAR
- Aug 14, 202610-Q EDGAR
- Jul 17, 20268-K EDGAR
- May 21, 20268-K EDGAR
- May 21, 20268-A12G EDGAR
- May 21, 20263 INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES EDGAR
- May 21, 20263 INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES EDGAR
- May 21, 20263 INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES EDGAR
- May 21, 20263 INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES EDGAR
- May 21, 20263 INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES EDGAR
- May 21, 20263 INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES EDGAR
- May 21, 20263 INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES EDGAR
- May 21, 20263 INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES EDGAR
- May 21, 20263 INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES EDGAR
- May 21, 20263 INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES EDGAR
- May 19, 20268-K EDGAR
- May 15, 202610-Q EDGAR
- Apr 29, 20268-K EDGAR
- Apr 16, 2026FWP EDGAR
- Mar 30, 20268-K EDGAR
The 26 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- PSB Financial, Inc. Employee Stock Ownership Plan TrustSCHEDULE 13G, 1 filing Aug 18, 202621
SEC filer profile
How PSB Financial, Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.
- Name on EDGARPSB Financial, Inc.1
- CIK0002087419
- Filer statusNon-accelerated filer<br>smaller reporting company<br>emerging growth company1
- Incorporated inMaryland1
- Fiscal year endsDecember 311
- Industry code (SIC)6036 Savings Institutions, Not Federally Chartered1
- SEC reviewing officeOffice of Finance, Division of Corporation Finance1
- Business address202 North Main Street, Deer Lodge, MT 597221
- Mailing address833 E Michigan Street, Suite 1800, Milwaukee, WI 532021
- Phone406-846-22021
- Shares outstanding1,719,250 as of Aug 14, 20263
- On EDGAR sinceSep 23, 20251
- Filings26 in all: 3 (10), 8-K (6), 10-Q (2), S-1/A (2), 424B3 (1), 8-A12G (1), EFFECT (1), FWP (1)1
All 10 form types
S-1 (1), SCHEDULE 13G (1)
- Latest filingsQuarterly report (10-Q) Aug 14, 2026
Latest 8-K (8-K) Jul 17, 2026
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1
- 2
- 3
- 4
- 5
- 6SEC EDGARDebra H. Huber, Board member
- 7SEC EDGARJack M. Andersen, Board member
- 8SEC EDGARMark J. Simkins, Board member
- 9SEC EDGARMichael E. Johns, Board member
- 10SEC EDGARRoberta Jean Bergeson, Board member
- 11SEC EDGARRonald J. Snow, Board member
- 12SEC EDGARSpencer S. Hegstad, Board member
- 13SEC EDGARTony L. Pfaff, Board member
- 14SEC EDGARWilliam L. Mosier Jr., Board member
- 15SEC EDGARExecutive or director change
- 16SEC EDGAROther events
- 17SEC EDGAROther events
- 18SEC EDGAROther events
- 19SEC EDGAROther events
- 20SEC EDGAROther events
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