Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS FINANCIAL SERVICES INCCZFS · Entity 5692 | Director | January 27, 2022 | January 28, 2022 |
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.
CITIZENS FINANCIAL SERVICES INC
Report date January 27, 2022 · Filed January 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON CLASSSEC Table I · non-derivative | IndirectESTATE | 0 |
Reported balance
After 2022-01-27 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-01-27 · Other · Disposed 58,884 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| January 27, 2022 Filed Jan 28, 2022 15:52 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 58,884 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-22-000005 · primary_doc.xml · nonDerivative · entry 1 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · ESTATE Disclosed balance after: 0 Read SEC document |
| December 07, 2021 Filed Dec 7, 2021 18:19 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 28,210 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-21-000078 · primary_doc.xml · nonDerivative · entry 1 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · ESTATE Disclosed balance after: 58,884 Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 12:10 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 28,210 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-21-000077 · primary_doc.xml · nonDerivative · entry 1 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · ESTATE Disclosed balance after: 87,094 Read SEC document |
| November 16, 2021 Filed Nov 17, 2021 17:52 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 42,316 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-21-000076 · primary_doc.xml · nonDerivative · entry 1 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · ESTATE Disclosed balance after: 115,304 Read SEC document |
| November 08, 2021 Filed Nov 8, 2021 18:21 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 28,210 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-21-000075 · primary_doc.xml · nonDerivative · entry 1 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · ESTATE Disclosed balance after: 157,620 Read SEC document |
| October 26, 2021 Filed Oct 26, 2021 17:33 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 22,214 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-21-000074 · primary_doc.xml · nonDerivative · entry 1 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · SPOUSE'S ESTATE Disclosed balance after: 0 Read SEC document |
| August 30, 2021 Filed Aug 30, 2021 16:00 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 10,786 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-21-000069 · primary_doc.xml · nonDerivative · entry 1 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · SPOUSE'S ESTATE Disclosed balance after: 11,428 Read SEC document |
| August 18, 2021 Filed Aug 19, 2021 12:46 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 10,788 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-21-000068 · primary_doc.xml · nonDerivative · entry 1 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · SPOUSE'S ESTATE Disclosed balance after: 22,214 Read SEC document |
| August 05, 2021 Filed Aug 5, 2021 18:19 UTC Amendment | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 5,393 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-21-000067 · primary_doc.xml · nonDerivative · entry 1 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · SPOUSE'S ESTATE Disclosed balance after: 33,002 Read SEC document |
| August 05, 2021 Filed Aug 5, 2021 15:12 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 5,393 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-21-000060 · primary_doc.xml · nonDerivative · entry 1 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · SPOUSE'S ESTATE Disclosed balance after: 33,002 Read SEC document |
| July 29, 2021 Filed Jul 30, 2021 11:55 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 5,393 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-21-000059 · primary_doc.xml · nonDerivative · entry 1 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · SPOUSE'S ESTATE Disclosed balance after: 38,395 Read SEC document |
| June 25, 2021 Filed Jun 25, 2021 13:01 UTC Amendment | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 432 | $61.00 | $26,352.00 |
DisclosureSEC source: 0000739421-21-000054 · primary_doc.xml · nonDerivative · entry 2 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · BY SPOUSE Disclosed balance after: 43,788 Read SEC document |
| June 25, 2021 Filed Jun 25, 2021 13:01 UTC Amendment | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 1,836 | $61.00 | $111,996.00 |
DisclosureSEC source: 0000739421-21-000054 · primary_doc.xml · nonDerivative · entry 1 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,830 Read SEC document |
| June 25, 2021 Filed Jun 25, 2021 12:16 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 432 | $61.00 | $26,352.00 |
DisclosureSEC source: 0000739421-21-000048 · primary_doc.xml · nonDerivative · entry 2 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · BY SPOUSE Disclosed balance after: 43,788 Read SEC document |
| June 25, 2021 Filed Jun 25, 2021 12:16 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 1,836 | $61.00 | $111,996.00 |
DisclosureSEC source: 0000739421-21-000048 · primary_doc.xml · nonDerivative · entry 1 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,630 Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 15:44 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-21-000037 · primary_doc.xml · nonDerivative · entry 1 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,994 Read SEC document |
| June 26, 2020 Filed Jun 26, 2020 12:18 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 428 | $50.00 | $21,400.00 |
DisclosureSEC source: 0000739421-20-000072 · primary_doc.xml · nonDerivative · entry 2 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · BY SPOUSE Disclosed balance after: 43,356 Read SEC document |
| June 26, 2020 Filed Jun 26, 2020 12:18 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 1,818 | $50.00 | $90,900.00 |
DisclosureSEC source: 0000739421-20-000072 · primary_doc.xml · nonDerivative · entry 1 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,794 Read SEC document |
| May 19, 2020 Filed May 21, 2020 14:57 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-20-000047 · primary_doc.xml · nonDerivative · entry 1 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,976 Read SEC document |
| June 28, 2019 Filed Jun 28, 2019 13:52 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 424 | $61.00 | $25,864.00 |
DisclosureSEC source: 0000739421-19-000076 · primary_doc.xml · nonDerivative · entry 2 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · BY SPOUSE Disclosed balance after: 42,928 Read SEC document |
| June 28, 2019 Filed Jun 28, 2019 13:52 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 1,798 | $61.00 | $109,678.00 |
DisclosureSEC source: 0000739421-19-000076 · primary_doc.xml · nonDerivative · entry 1 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,776 Read SEC document |
| May 09, 2019 Filed May 10, 2019 12:22 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-19-000042 · primary_doc.xml · nonDerivative · entry 1 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,978 Read SEC document |
| June 29, 2018 Filed Jun 29, 2018 12:57 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 419 | $62.50 | $26,187.50 |
DisclosureSEC source: 0000739421-18-000076 · primary_doc.xml · nonDerivative · entry 2 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · BY SPOUSE Disclosed balance after: 42,504 Read SEC document |
| June 29, 2018 Filed Jun 29, 2018 12:57 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 1,778 | $62.50 | $111,125.00 |
DisclosureSEC source: 0000739421-18-000076 · primary_doc.xml · nonDerivative · entry 1 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,778 Read SEC document |
| May 10, 2018 Filed May 11, 2018 13:19 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-18-000043 · primary_doc.xml · nonDerivative · entry 1 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,000 Read SEC document |
| June 30, 2017 Filed Jun 30, 2017 13:34 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 2,003 | $54.50 | $109,163.50 |
DisclosureSEC source: 0000739421-17-000076 · primary_doc.xml · nonDerivative · entry 2 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · BY SPOUSE Disclosed balance after: 42,085 Read SEC document |
| June 30, 2017 Filed Jun 30, 2017 13:34 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 8,468 | $54.50 | $461,506.00 |
DisclosureSEC source: 0000739421-17-000076 · primary_doc.xml · nonDerivative · entry 1 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,850 Read SEC document |
| May 11, 2017 Filed May 12, 2017 13:26 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-17-000042 · primary_doc.xml · nonDerivative · entry 1 COOLIDGE R LOWELL · CIK 0001015860 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,382 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.