EDGAR·FLOW

LCNB CORP — Form 8-K

Filed September 17, 2026 · analyzed by the 8-K Agent
8-K — Neutral significance 42/100
What the filing says
Michael R. Miller, EVP and Chief Wealth Officer since 2017, will retire effective March 31, 2027. Joshua A. Shapiro is promoted to Director of LCNB Wealth (effective Jan 1, 2027), and Bradley A. Ruppert (18-year veteran, CFA, CIO) will provide executive oversight. Under Miller's leadership, LCNB Wealth AUM grew from ~$457M (end-2016) to ~$1.68B (June 30, 2026)—a 268% increase.
Why this rating

Leadership transition in wealth segment (~$1.68B AUM, ~0.8% of $206M market cap). Succession plan appears prepared; no revenue disruption flagged. Routine for mid-cap bank.

View original filing on SEC.gov ↗ LCNB · stock on Yahoo Finance ↗

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