Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEOPLES FINANCIAL SERVICES CORP.PFIS · Entity 5235 | EVP, Chief Risk Officer | March 26, 2019 | May 07, 2019 |
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.
PEOPLES FINANCIAL SERVICES CORP.
Report date March 26, 2019 · Filed May 07, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,772.081 |
Reported balance
After 2019-03-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-03-26 · Grant · Acquired 331 · Balance 2,772.081 F1: Includes shares that were reported as separate holdings in previous filings. |
| Common StockSEC Table I · non-derivative | IndirectPSBT Employee Stock Ownership Plan | 520.9873 |
Reported balance
Holding disclosure · report date 2019-03-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 520.9873 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares that were reported as separate holdings in previous filings.
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 |
|---|---|---|---|---|---|---|
| March 26, 2019 Filed May 7, 2019 19:52 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 331 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-19-000019 · primary_doc.xml · nonDerivative · entry 1 JAKE MICHAEL L · CIK 0001481017 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,772.081 F1 · balance_after: Includes shares that were reported as separate holdings in previous filings. Read SEC document |
| December 31, 2018 Filed Feb 12, 2019 19:32 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 76.3416 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-19-000012 · primary_doc.xml · nonDerivative · entry 1 JAKE MICHAEL L · CIK 0001481017 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 520.9873 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| December 31, 2018 Filed Feb 12, 2019 14:38 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 76.3416 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-19-000008 · primary_doc.xml · nonDerivative · entry 1 JAKE MICHAEL L · CIK 0001481017 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 520.9873 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| April 11, 2018 Filed Apr 30, 2018 18:04 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-18-000020 · primary_doc.xml · nonDerivative · entry 1 JAKE MICHAEL L · CIK 0001481017 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock Award, Grant date 4/11/18 Disclosed balance after: 308 F1 · kind: This stock award vests in 3 equal tranches beginning April 11, 2019. Read SEC document |
| December 31, 2017 Filed Feb 9, 2018 16:41 UTC | PEOPLES FINANCIAL SERVICES CORP. pfis · Entity 5235 | OtherCommon Stock | 54.4916 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-18-000009 · primary_doc.xml · nonDerivative · entry 1 JAKE MICHAEL L · CIK 0001481017 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · PSB&T Employee Stock Ownership Plan Disclosed balance after: 444.6457 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| June 30, 2017 Filed Aug 17, 2017 20:21 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 342 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-17-000025 · primary_doc.xml · nonDerivative · entry 1 JAKE MICHAEL L · CIK 0001481017 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock Award Disclosed balance after: 342 F1 · kind: This stock award vests in 3 equal tranches beginning March 13, 2018. Read SEC document |
| December 31, 2016 Filed Feb 8, 2017 20:17 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 59.2155 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-17-000012 · primary_doc.xml · nonDerivative · entry 1 JAKE MICHAEL L · CIK 0001481017 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · PSB&T Employee Stock Ownership Plan Disclosed balance after: 390.1541 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. 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.