---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-23-146837"
form_type: "8-K"
ticker: "BVFL"
cik: "0001302387"
company_name: "BV Financial, Inc."
filed_at: "2023-05-17T23:59:59+00:00"
generated_at: "2026-06-14T22:14:38.881364+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-23-146837
- form_type: 8-K
- ticker: BVFL
- cik: 0001302387
- company_name: BV Financial, Inc.
- filed_at: 2023-05-17T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 1.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1302387/000119312523146837/0001193125-23-146837-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1302387/000119312523146837/d510775d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-23-146837
- JSON: https://secwatch.observer/filing/0001193125-23-146837.json
- Plain text: https://secwatch.observer/filing/0001193125-23-146837.txt

## Key facts
- Material Agreements
  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
  source text: 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”).
  evidence_url: https://www.sec.gov/Archives/edgar/data/1302387/000119312523146837/0001193125-23-146837-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.