Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Embassy Bancorp, Inc.emyb · Entity 6451 | Sr. Executive Vice President | December 30, 2022 | January 04, 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.
Embassy Bancorp, Inc.
Report date December 30, 2022 · Filed January 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,653.4537 |
Reported balance
After 2022-12-30 transaction · row 1
1 source rowRow 1 · 2022-12-30 · Tax withholding · Disposed 293 · Balance 11,653.4537 F1: Shares repurchased by the issuer pursuant to SEC Rule 10b5-1 plan in order to satisfy withholding tax obligations resulting from vesting of previously issued restricted stock awards. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 17,578 |
Reported balance
Holding disclosure · report date 2022-12-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 17,578 |
| Common StockSEC Table I · non-derivative | IndirectFootnote | 67.6851 |
Reported balance
Holding disclosure · report date 2022-12-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 67.6851 F2: By spouse as custodian for grandson under UGMA PA. |
| Common StockSEC Table I · non-derivative | IndirectFootnote | 66.6779 |
Reported balance
Holding disclosure · report date 2022-12-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 66.6779 F3: By spouse as custodian for granddaughter under UGMA PA. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares repurchased by the issuer pursuant to SEC Rule 10b5-1 plan in order to satisfy withholding tax obligations resulting from vesting of previously issued restricted stock awards.
F2: By spouse as custodian for grandson under UGMA PA.
F3: By spouse as custodian for granddaughter under UGMA PA.
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 |
|---|---|---|---|---|---|---|
| December 30, 2022 Filed Jan 4, 2023 13:46 UTC | Embassy Bancorp, Inc. emyb · Entity 6451 | Tax withholdingCommon Stock | 293 | $18.67 | $5,470.31 |
DisclosureSEC source: 0001464628-23-000001 · primary_doc.xml · nonDerivative · entry 1 Bartholomew James R · CIK 0001464628 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,653.4537 F1 · shares: Shares repurchased by the issuer pursuant to SEC Rule 10b5-1 plan in order to satisfy withholding tax obligations resulting from vesting of previously issued restricted stock awards. Read SEC document |
| December 27, 2022 Filed Dec 29, 2022 17:42 UTC | Embassy Bancorp, Inc. emyb · Entity 6451 | Tax withholdingCommon Stock | 254 | $18.79 | $4,772.66 |
DisclosureSEC source: 0001464628-22-000004 · primary_doc.xml · nonDerivative · entry 1 Bartholomew James R · CIK 0001464628 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,946.4537 F1 · shares: Shares repurchased by the issuer pursuant to SEC Rule 10b5-1 plan in order to satisfy withholding tax obligations resulting from vesting of previously issued restricted stock awards. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 17:32 UTC | Embassy Bancorp, Inc. emyb · Entity 6451 | GrantCommon Stock | 1,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001464628-22-000003 · primary_doc.xml · nonDerivative · entry 1 Bartholomew James R · CIK 0001464628 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,200.4537 F1 · shares: Shares of restricted stock granted December 15, 2022 pursuant to the Amended and Restated 2010 Stock Incentive Plan. All shares vest December 31, 2022. Read SEC document |
| November 22, 2022 Filed Nov 23, 2022 18:48 UTC | Embassy Bancorp, Inc. emyb · Entity 6451 | Exercise / conversionOption, Right to Buy · Derivative | 4,227 | $12.64 Strike: $12.64 | $53,429.28 |
DisclosureSEC source: 0001464628-22-000002 · primary_doc.xml · derivative · entry 6 Bartholomew James R · CIK 0001464628 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,227 shares Expires 2025-12-21 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. F6 · derivative.exercise_date: The incentive stock options vested in three equal installments on December 21, 2017, 2018 and 2019. Read SEC document |
| November 22, 2022 Filed Nov 23, 2022 18:48 UTC | Embassy Bancorp, Inc. emyb · Entity 6451 | Tax withholdingCommon Stock | 2,864 | $19.21 | $55,017.44 |
DisclosureSEC source: 0001464628-22-000002 · primary_doc.xml · nonDerivative · entry 2 Bartholomew James R · CIK 0001464628 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,138.4537 Read SEC document |
| November 22, 2022 Filed Nov 23, 2022 18:48 UTC | Embassy Bancorp, Inc. emyb · Entity 6451 | Exercise / conversionCommon Stock | 4,227 | $12.64 | $53,429.28 |
DisclosureSEC source: 0001464628-22-000002 · primary_doc.xml · nonDerivative · entry 1 Bartholomew James R · CIK 0001464628 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,002.4537 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. F1 · balance_after: Includes 50.3021 shares acquired pursuant to dividend reinvestment plan. Read SEC document |
| March 28, 2022 Filed Mar 30, 2022 16:57 UTC | Embassy Bancorp, Inc. emyb · Entity 6451 | Tax withholdingCommon Stock | 143 | $20.79 | $2,972.97 |
DisclosureSEC source: 0001464628-22-000001 · primary_doc.xml · nonDerivative · entry 1 Bartholomew James R · CIK 0001464628 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,725.1516 F1 · shares: Shares repurchased by the issuer pursuant to SEC Rule 10b5-1 plan in order to satisfy withholding tax obligations resulting from vesting of previously issued restricted stock awards. Read SEC document |
| December 28, 2021 Filed Dec 30, 2021 14:27 UTC | Embassy Bancorp, Inc. emyb · Entity 6451 | Tax withholdingCommon Stock | 216 | $20.00 | $4,320.00 |
DisclosureSEC source: 0001464628-21-000002 · primary_doc.xml · nonDerivative · entry 1 Bartholomew James R · CIK 0001464628 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,868.1516 F1 · shares: Shares repurchased by the issuer pursuant to SEC Rule 10b5-1 plan in order to satisfy withholding tax obligations resulting from vesting of previously issued restricted stock awards. Read SEC document |
| December 17, 2021 Filed Dec 20, 2021 16:43 UTC | Embassy Bancorp, Inc. emyb · Entity 6451 | GrantCommon Stock | 963 | $0.00 | $0.00 |
DisclosureSEC source: 0001464628-21-000001 · primary_doc.xml · nonDerivative · entry 1 Bartholomew James R · CIK 0001464628 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,084.1516 F1 · shares: Shares of restricted stock granted on December 17, 2021 pursuant to the Amended and Restated 2010 Stock Incentive Plan. All shares vest one-half each year over a two year period. F2 · balance_after: Includes 41.4249 shares acquired pursuant to dividend reinvestment plan. Read SEC document |
| December 18, 2020 Filed Dec 21, 2020 11:00 UTC | Embassy Bancorp, Inc. emyb · Entity 6451 | GrantCommon Stock | 1,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001464628-20-000003 · primary_doc.xml · nonDerivative · entry 1 Bartholomew James R · CIK 0001464628 · Sr Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,079.7267 F1 · shares: Shares of restricted stock granted on December 18, 2020 pursuant to the Amended and Restated 2010 Stock Incentive Plan. All shares vest one-third each year over a three year period. F2 · balance_after: Includes 49.2343 shares acquired pursuant to dividend reinvestment plan. Read SEC document |
| March 23, 2020 Filed Mar 25, 2020 12:26 UTC | Embassy Bancorp, Inc. emyb · Entity 6451 | GrantCommon Stock | 1,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001464628-20-000002 · primary_doc.xml · nonDerivative · entry 1 Bartholomew James R · CIK 0001464628 · Sr Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,736.4924 F1 · shares: Shares of restricted stock granted on March 23, 2020 pursuant to the 2010 Stock Incentive Plan. All shares vest one-third each year over a three year period. Read SEC document |
| December 21, 2018 Filed Dec 21, 2018 16:08 UTC | Embassy Bancorp, Inc. emyb · Entity 6451 | GrantCommon Stock | 1,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001464631-18-000006 · primary_doc.xml · nonDerivative · entry 1 Bartholomew James R · CIK 0001464628 · Sr Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,204.2621 F1 · shares: Shares of restricted stock granted on December 21, 2018. All shares vest one-third each year over a three year period. F2 · balance_after: Includes 26.6538 shares acquired on September 30, 2018 pursuant to a dividend reinvestment feature under the Embassy Bancorp, Inc. Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| December 20, 2017 Filed Dec 21, 2017 15:47 UTC | Embassy Bancorp, Inc. EMYB · Entity 6451 | GrantCommon Stock | 965 | $0.00 | $0.00 |
DisclosureSEC source: 0001464628-17-000003 · primary_doc.xml · nonDerivative · entry 1 Bartholomew James R · CIK 0001464628 · Executive Vice President, SLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,067.6083 F1 · shares: Shares of restricted stock granted on December 20, 2017. All shares vest one third each year over a three year period. F2 · balance_after: Includes 25.8630 shares acquired on September 30, 2017 pursuant to a dividend reinvestment feature under the Embassy Bancorp Inc. Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| December 21, 2016 Filed Dec 23, 2016 12:48 UTC | Embassy Bancorp, Inc. emyb · Entity 6451 | GrantEmployee Stock Option, right to buy · Derivative | 4,227 | $0.00 Strike: $12.64 | $0.00 |
DisclosureSEC source: 0001464628-16-000003 · primary_doc.xml · derivative · entry 1 Bartholomew James R · CIK 0001464628 · Executive Vice President, SLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,227 Underlying: Common Stock · 4,227 shares Expires 2025-12-20 F1 · shares: Stock options granted pursuant to the 2010 Stock Incentive Plan. F2 · derivative.exercise_date: The options vest over three equal installments beginning 12/21/2016. 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.