BV Financial enters marketing agent agreement for stock offering in MHC conversion

BV Financial, Inc.

Performance Trust will market BV Financial's common stock in MHC conversion to stock holding company.
Performance Trust receives $30k management fee, 0.95% of subscription offering, 1.50% community offering, 5% syndicated offering.
Performance Trust receives additional $40k for records agent/stock info center manager services plus reimbursements.
Stock offering conducted under S-1 registration (No. 333-270496) with prospectus dated May 15, 2023.

item 1.01 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

BV Financial, Inc. entered into Agency Agreement with Performance Trust Capital Partners, LLC (effective 2023-05-15).

Action: entry
Agreement: underwriting
Counterparty: Performance Trust Capital Partners, LLC
Effective: 2023-05-15

Exact text from the filing

On May 15, 2023, BV Financial, Inc., a Maryland corporation (“BV Financial”), Bay-Vanguard, M.H.C., Inc. (the “MHC”), and BayVanguard Bank entered into an Agency Agreement with Performance Trust Capital Partners, LLC (“Performance Trust”).

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Source: SEC EDGAR

accession 0001193125-23-146837

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