Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORRSTOWN FINANCIAL SERVICES INCORRF · Entity 5109 | EVP, Chief Credit Officer | February 10, 2023 | February 14, 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.
ORRSTOWN FINANCIAL SERVICES INC
Report date February 10, 2023 · Filed February 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Orrstown Financial Services, Inc. Common, Restricted StockSEC Table I · non-derivative | Direct | 12,806 |
Reported balance
After 2023-02-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-02-10 · Grant · Acquired 2,806 · Balance 12,806 F1: Time-vested restricted stock with various vesting dates over the next three years |
| Orrstown Financial Services, Inc., Common, Rest. Stock. Unt.SEC Table I · non-derivative | Direct | 2,806 |
Reported balance
After 2023-02-10 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-02-10 · Grant · Acquired 2,806 · Balance 2,806 F2: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. |
| Orrstown Financial Services, Inc, Common StockSEC Table I · non-derivative | Direct | 166 |
Reported balance
Holding disclosure · report date 2023-02-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 166 |
Filing footnotes · ownership attribution and instrument terms
F1: Time-vested restricted stock with various vesting dates over the next three years
F2: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria.
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 |
|---|---|---|---|---|---|---|
| February 10, 2023 Filed Feb 14, 2023 21:57 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc., Common, Rest. Stock. Unt. | 2,806 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-23-000049 · wf-form4_167641182432153.xml · nonDerivative · entry 2 Ziegler Will Joseph · CIK 0001889484 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,806 F2 · balance_after: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 21:57 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 2,806 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-23-000049 · wf-form4_167641182432153.xml · nonDerivative · entry 1 Ziegler Will Joseph · CIK 0001889484 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,806 F1 · balance_after: Time-vested restricted stock with various vesting dates over the next three years Read SEC document |
| April 05, 2022 Filed Apr 6, 2022 20:46 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-22-000089 · wf-form4_164927798436512.xml · nonDerivative · entry 1 Ziegler Will Joseph · CIK 0001889484 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · shares: Represents an award of restricted stock for no cash consideration. The award vests on 2/16/2025. F2 · balance_after: Restricted stock with various vesting dates over the next 3 years. Read SEC document |
| November 01, 2021 Filed Nov 2, 2021 20:13 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-21-000196 · wf-form4_163588399496736.xml · nonDerivative · entry 1 Ziegler Will Joseph · CIK 0001889484 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 F1 · balance_after: Represents an award of restricted stock for no cash consideration. The award vests on November 1, 2024. 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.