Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRANKLIN FINANCIAL SERVICES CORP /PA/FRAF · Entity 6033 | Former SVP | January 16, 2019 | January 18, 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.
FRANKLIN FINANCIAL SERVICES CORP /PA/
Report date January 16, 2019 · Filed January 18, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Franklin Financial Services Corporation Incentive Stock OptiSEC Table II · derivative / convertible security · Conversion / exercise price $22.05 · Expires 2025-02-26 | Direct | 5,100 |
Reported balance
After 2019-01-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-01-16 · Other · Disposed 825 · Balance 5,100 |
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 16, 2019 Filed Jan 18, 2019 21:12 UTC | FRANKLIN FINANCIAL SERVICES CORP /PA/ FRAF · Entity 6033 | OtherFranklin Financial Services Corporation Incentive Stock Opti · Derivative | 825 | $22.05 Strike: $22.05 | $18,191.25 |
DisclosureSEC source: 0001553617-19-000001 · primary_doc.xml · derivative · entry 1 Shehan Lise M · CIK 0001553617 · Former SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,100 Underlying: Franklin Financial Services Corporation · 825 shares Expires 2025-02-26 Read SEC document |
| July 01, 2018 Filed Jul 3, 2018 20:58 UTC | FRANKLIN FINANCIAL SERVICES CORP /PA/ FRAF · Entity 6033 | GrantFranklin Financial Services Corporation ESPP · Derivative | 268 | $32.73 Strike: $32.73 | $8,771.64 |
DisclosureSEC source: 0001553617-18-000003 · primary_doc.xml · derivative · entry 1 Shehan Lise M · CIK 0001553617 · svp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,193 Underlying: Franklin Financial Services Corporation · 268 shares Expires 2019-06-30 Read SEC document |
| May 02, 2018 Filed May 4, 2018 18:00 UTC | FRANKLIN FINANCIAL SERVICES CORP /PA/ FRAF · Entity 6033 | OtherFranklin Financial Services Corp ISO · Derivative | 2,550 | $21.27 Strike: $21.27 | $54,238.50 |
DisclosureSEC source: 0001553617-18-000002 · primary_doc.xml · derivative · entry 2 Shehan Lise M · CIK 0001553617 · svp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,850 Underlying: Franklin Financial Services Corporation · 2,550 shares Expires 2026-02-25 Read SEC document |
| May 02, 2018 Filed May 4, 2018 18:00 UTC | FRANKLIN FINANCIAL SERVICES CORP /PA/ FRAF · Entity 6033 | OtherFranklin Financial Services Corp ISO · Derivative | 1,300 | $16.11 Strike: $22.05 | $20,943.00 |
DisclosureSEC source: 0001553617-18-000002 · primary_doc.xml · derivative · entry 1 Shehan Lise M · CIK 0001553617 · svp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,300 Underlying: Franklin Financial Services Corporation · 1,300 shares Expires 2025-02-26 Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 21:50 UTC | FRANKLIN FINANCIAL SERVICES CORP /PA/ FRAF · Entity 6033 | GrantFranklin Financial Services Corporation Incentive Stock Opti · Derivative | 2,550 | $34.10 Strike: $34.10 | $86,955.00 |
DisclosureSEC source: 0001553617-18-000001 · primary_doc.xml · derivative · entry 1 Shehan Lise M · CIK 0001553617 · svp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,054 Underlying: Franklin Financial Services Corporation · 2,550 shares Expires 2028-02-22 Read SEC document |
| July 01, 2017 Filed Jul 6, 2017 20:18 UTC | FRANKLIN FINANCIAL SERVICES CORP /PA/ FRAF · Entity 6033 | GrantFranklin Financial Services Corp Employee Stock Option · Derivative | 279 | $29.95 Strike: $29.95 | $8,356.05 |
DisclosureSEC source: 0001553617-17-000002 · primary_doc.xml · derivative · entry 1 Shehan Lise M · CIK 0001553617 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,404 Underlying: Franklin Financial Services Corporation · 279 shares Expires 2018-06-30 Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 21:44 UTC | FRANKLIN FINANCIAL SERVICES CORP /PA/ FRAF · Entity 6033 | GrantFranklin Financial Services Corp ISO · Derivative | 2,550 | $30.00 Strike: $30.00 | $76,500.00 |
DisclosureSEC source: 0001553617-17-000001 · primary_doc.xml · derivative · entry 1 Shehan Lise M · CIK 0001553617 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,580 Underlying: Franklin Financial Services Corporation · 1,000 shares Expires 2027-08-23 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.