Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CODORUS VALLEY BANCORP INCCVLY · Entity 89809 | Director | March 10, 2023 | March 14, 2023 |
| YORK WATER COYORW · Entity 5405 | Director | May 01, 2023 | May 03, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CODORUS VALLEY BANCORP INC
Report date March 10, 2023 · Filed March 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,336.655 |
Reported balance
After 2023-03-10 transaction · row 1
1 source rowRow 1 · 2023-03-10 · Grant · Acquired 1,261 · Balance 50,336.655 |
YORK WATER CO
Report date May 01, 2023 · Filed May 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,027.4609 |
Reported balance
After 2023-05-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-01 · Grant · Acquired 107 · Balance 16,027.4609 F1: Includes shares acquired under The York Watter Company dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired under The York Watter Company dividend reinvestment plan.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 01, 2023 Filed May 3, 2023 15:09 UTC | YORK WATER CO YORW · Entity 5405 | GrantCommon Stock | 107 | $42.22 | $4,517.54 |
DisclosureSEC source: 0000108985-23-000046 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,027.4609 F1 · balance_after: Includes shares acquired under The York Watter Company dividend reinvestment plan. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 10:20 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 1,261 | $23.78 | $29,986.58 |
DisclosureSEC source: 0000806279-23-000041 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,336.655 Read SEC document |
| May 02, 2022 Filed May 4, 2022 14:56 UTC | YORK WATER CO YORW · Entity 5405 | GrantCommon Stock | 154 | $38.87 | $5,985.98 |
DisclosureSEC source: 0000108985-22-000068 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,720.1041 Read SEC document |
| April 18, 2022 Filed Apr 20, 2022 12:22 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 16.8475 | $41.36 | $696.73 |
DisclosureSEC source: 0000108985-22-000049 · primary_doc.xml · nonDerivative · entry 2 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,566.1041 Read SEC document |
| April 14, 2022 Filed Apr 20, 2022 12:22 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 31.182 | $41.02 | $1,279.17 |
DisclosureSEC source: 0000108985-22-000049 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,549.2566 Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 12:45 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 914 | $21.87 | $19,989.18 |
DisclosureSEC source: 0000806279-22-000052 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,926.626 Read SEC document |
| January 18, 2022 Filed Jan 19, 2022 20:25 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 15.2903 | $45.37 | $693.75 |
DisclosureSEC source: 0000108985-22-000017 · primary_doc.xml · nonDerivative · entry 2 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,518.0746 Read SEC document |
| January 14, 2022 Filed Jan 19, 2022 20:25 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 27.424 | $46.45 | $1,273.85 |
DisclosureSEC source: 0000108985-22-000017 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,502.7843 Read SEC document |
| October 18, 2021 Filed Oct 19, 2021 12:39 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 14.5653 | $45.61 | $664.32 |
DisclosureSEC source: 0000108985-21-000115 · primary_doc.xml · nonDerivative · entry 2 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,475.3603 Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 12:39 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 28.805 | $42.33 | $1,219.44 |
DisclosureSEC source: 0000108985-21-000115 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,460.795 Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 14:12 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 14.0953 | $46.94 | $661.68 |
DisclosureSEC source: 0000108985-21-000090 · primary_doc.xml · nonDerivative · entry 2 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,431.99 Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 14:12 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 27.517 | $44.13 | $1,214.26 |
DisclosureSEC source: 0000108985-21-000090 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,417.8947 Read SEC document |
| May 03, 2021 Filed May 5, 2021 13:31 UTC | YORK WATER CO YORW · Entity 5405 | GrantCommon Stock | 105 | $51.40 | $5,397.00 |
DisclosureSEC source: 0000108985-21-000054 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,390.3777 Read SEC document |
| April 16, 2021 Filed Apr 19, 2021 13:15 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 12.7402 | $51.75 | $659.29 |
DisclosureSEC source: 0000108985-21-000045 · primary_doc.xml · nonDerivative · entry 2 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,285.3777 Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 13:15 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 28.931 | $41.10 | $1,189.17 |
DisclosureSEC source: 0000108985-21-000045 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,272.6375 Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 11:25 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 1,070 | $16.34 | $17,483.80 |
DisclosureSEC source: 0000806279-21-000009 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,897.595 Read SEC document |
| January 19, 2021 Filed Jan 20, 2021 14:37 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 14.2201 | $46.18 | $656.63 |
DisclosureSEC source: 0000108985-21-000015 · primary_doc.xml · nonDerivative · entry 2 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,243.7065 Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 14:37 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 26.504 | $44.68 | $1,184.21 |
DisclosureSEC source: 0000108985-21-000015 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,229.4864 Read SEC document |
| October 16, 2020 Filed Oct 19, 2020 12:21 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 14.0858 | $44.65 | $628.86 |
DisclosureSEC source: 0000108985-20-000122 · primary_doc.xml · nonDerivative · entry 2 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,246.7776 Read SEC document |
| October 15, 2020 Filed Oct 19, 2020 12:21 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 28.444 | $39.85 | $1,133.58 |
DisclosureSEC source: 0000108985-20-000122 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,232.6918 Read SEC document |
| September 18, 2020 Filed Sep 22, 2020 12:18 UTC | YORK WATER CO YORW · Entity 5405 | GrantCommon Stock | 123 | $44.07 | $5,420.61 |
DisclosureSEC source: 0000108985-20-000097 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,204.2478 Read SEC document |
| July 16, 2020 Filed Jul 17, 2020 15:11 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 13.0849 | $47.88 | $626.50 |
DisclosureSEC source: 0000108985-20-000081 · primary_doc.xml · nonDerivative · entry 2 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,081.2478 Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 15:11 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 48.843 | $44.56 | $2,176.35 |
DisclosureSEC source: 0000108985-20-000081 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,068.1629 Read SEC document |
| April 16, 2020 Filed Apr 20, 2020 12:44 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 14.7292 | $42.35 | $623.85 |
DisclosureSEC source: 0000108985-20-000053 · primary_doc.xml · nonDerivative · entry 2 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,046.9453 Read SEC document |
| April 15, 2020 Filed Apr 20, 2020 12:44 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 24.75 | $44.55 | $1,102.49 |
DisclosureSEC source: 0000108985-20-000053 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,004.5907 Read SEC document |
| January 16, 2020 Filed Jan 21, 2020 15:39 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 13.1346 | $47.32 | $621.48 |
DisclosureSEC source: 0000108985-20-000017 · primary_doc.xml · nonDerivative · entry 2 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,323.1883 Read SEC document |
| January 15, 2020 Filed Jan 21, 2020 15:39 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 24.953 | $44.00 | $1,097.96 |
DisclosureSEC source: 0000108985-20-000017 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,310.0537 Read SEC document |
| December 10, 2019 Filed Dec 11, 2019 15:40 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 885 | $22.59 | $19,992.15 |
DisclosureSEC source: 0000806279-19-000037 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,199.76 Read SEC document |
| October 16, 2019 Filed Oct 17, 2019 13:35 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 13.9448 | $42.69 | $595.27 |
DisclosureSEC source: 0000108985-19-000123 · primary_doc.xml · nonDerivative · entry 2 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,285.1007 Read SEC document |
| October 15, 2019 Filed Oct 17, 2019 13:35 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 25.736 | $40.86 | $1,051.49 |
DisclosureSEC source: 0000108985-19-000123 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,242.4131 Read SEC document |
| September 20, 2019 Filed Sep 23, 2019 12:22 UTC | YORK WATER CO YORW · Entity 5405 | SaleCommon Stock | 375 | $40.60 | $15,225.00 |
DisclosureSEC source: 0000108985-19-000102 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,216.6771 Read SEC document |
| July 16, 2019 Filed Jul 17, 2019 18:21 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 16.6467 | $35.36 | $588.56 |
DisclosureSEC source: 0000108985-19-000092 · primary_doc.xml · nonDerivative · entry 2 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,257.2771 Read SEC document |
| July 15, 2019 Filed Jul 17, 2019 18:21 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 31.364 | $33.35 | $1,046.04 |
DisclosureSEC source: 0000108985-19-000092 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,225.9131 Read SEC document |
| April 15, 2019 Filed Apr 15, 2019 19:56 UTC | YORK WATER CO YORW · Entity 5405 | PurchaseCommon Stock | 30.689 | $33.91 | $1,040.71 |
DisclosureSEC source: 0000108985-19-000036 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,194.8865 Read SEC document |
| December 11, 2018 Filed Dec 13, 2018 10:30 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 837 | $23.88 | $19,987.56 |
DisclosureSEC source: 0000806279-18-000035 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,693.662 Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 12:25 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 606 | $0.00 | $0.00 |
DisclosureSEC source: 0000806279-17-000038 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,007.853 Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 09:38 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 656 | $0.00 | $0.00 |
DisclosureSEC source: 0000806279-17-000007 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,242.182 F1 · shares: Stock award granted under the 2017 Long-Term Incentive Plan. Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 10:35 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Exercise / conversionStock Option to Buy · Derivative | 1,897 | $0.00 Strike: $12.13 | $0.00 |
DisclosureSEC source: 0000806279-16-000078 · primary_doc.xml · derivative · entry 3 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,897 shares Expires 2022-11-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 10:35 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | SaleCommon Stock | 1,897 | $29.11 | $55,223.57 |
DisclosureSEC source: 0000806279-16-000078 · primary_doc.xml · nonDerivative · entry 2 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,242.037 Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 10:35 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Exercise / conversionCommon Stock | 1,897 | $12.13 | $23,019.91 |
DisclosureSEC source: 0000806279-16-000078 · primary_doc.xml · nonDerivative · entry 1 DOTZEL CYNTHIA · CIK 0001080775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,139.037 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.