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 | August 29, 2026 | September 01, 2026 |
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 August 29, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,884 |
Reported balance
After 2026-08-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-29 · Exercise / conversion · Acquired 668 · Balance 6,884 F1: Restricted Stock units (RSUs) convert into common stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | Direct | 6,694 |
Reported balance
After 2026-08-29 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-08-29 · Tax withholding · Disposed 190 · Balance 6,694 F2: This amount includes 164 shares of time based restricted common stock solely owned by Mr. Kirtley and 6,530 shares solely owned by Mr. Kirtley. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,664 |
Reported balance
After 2026-08-29 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-29 · Exercise / conversion · Disposed 668 · Balance 2,664 F3: Each RSU represents a contingent right to receive one share of PFIS common stock. F4: On 8/29/2025, Mr. Kirtley was granted 3,332 RSUs vesting in five annual installments beginning 8/29/2026. F5: 668 RSUs vested on 8/29/2026 leaving 666 RSUs to vest each year on 8/29/2027, 8/29/2028, 8/29/2029, and 8/29/2030. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 545 |
Reported balance
Holding disclosure · report date 2026-08-29 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 545 F3: Each RSU represents a contingent right to receive one share of PFIS common stock. F6: On 3/28/2025, Mr. Kirtley was granted 826 RSUs vesting in three annual installments beginning 3/11/2026. F7: 281 RSUs vested on 3/11/2026 leaving 273 RSUs to vest on 3/11/2027 and 272 RSUs to vest on 3/11/2028. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 662 |
Reported balance
Holding disclosure · report date 2026-08-29 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 662 F3: Each RSU represents a contingent right to receive one share of PFIS common stock. F8: On 6/26/2026, Mr. Kirtley was granted 662 RSUs vesting in three annual installments beginning 6/26/2027. |
| Common StockSEC Table I · non-derivative | IndirectPSBT 401 (k) Profit Sharing Plan | 240 |
Reported balance
Holding disclosure · report date 2026-08-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 240 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock units (RSUs) convert into common stock on a one-for-one basis.
F2: This amount includes 164 shares of time based restricted common stock solely owned by Mr. Kirtley and 6,530 shares solely owned by Mr. Kirtley.
F3: Each RSU represents a contingent right to receive one share of PFIS common stock.
F4: On 8/29/2025, Mr. Kirtley was granted 3,332 RSUs vesting in five annual installments beginning 8/29/2026.
F5: 668 RSUs vested on 8/29/2026 leaving 666 RSUs to vest each year on 8/29/2027, 8/29/2028, 8/29/2029, and 8/29/2030.
F6: On 3/28/2025, Mr. Kirtley was granted 826 RSUs vesting in three annual installments beginning 3/11/2026.
F7: 281 RSUs vested on 3/11/2026 leaving 273 RSUs to vest on 3/11/2027 and 272 RSUs to vest on 3/11/2028.
F8: On 6/26/2026, Mr. Kirtley was granted 662 RSUs vesting in three annual installments beginning 6/26/2027.
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 |
|---|---|---|---|---|---|---|
| August 29, 2026 Filed Sep 1, 2026 19:39 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Exercise / conversionRestricted Stock Units · Derivative | 668 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-029397 · rdgdoc.xml · derivative · entry 4 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,664 Underlying: Common Stock · 668 shares Expires not disclosed 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of PFIS common stock. F4 · derivative.exercise_date: On 8/29/2025, Mr. Kirtley was granted 3,332 RSUs vesting in five annual installments beginning 8/29/2026. F4 · derivative.expiration_date: On 8/29/2025, Mr. Kirtley was granted 3,332 RSUs vesting in five annual installments beginning 8/29/2026. F5 · balance_after: 668 RSUs vested on 8/29/2026 leaving 666 RSUs to vest each year on 8/29/2027, 8/29/2028, 8/29/2029, and 8/29/2030. Read SEC document |
| August 29, 2026 Filed Sep 1, 2026 19:39 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 190 | $69.63 | $13,229.70 |
DisclosureSEC source: 0001437749-26-029397 · rdgdoc.xml · nonDerivative · entry 2 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,694 F2 · balance_after: This amount includes 164 shares of time based restricted common stock solely owned by Mr. Kirtley and 6,530 shares solely owned by Mr. Kirtley. Read SEC document |
| August 29, 2026 Filed Sep 1, 2026 19:39 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Exercise / conversionCommon Stock | 668 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-029397 · rdgdoc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,884 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 · price: Restricted Stock units (RSUs) convert into common stock on a one-for-one basis. Read SEC document |
| June 26, 2026 Filed Jun 30, 2026 15:18 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantRestricted Stock Units · Derivative | 662 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022101 · rdgdoc.xml · derivative · entry 5 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 662 Underlying: Common Stock · 662 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit (RSU) represents a contingent right to receive one share of PFIS common stock. F6 · derivative.exercise_date: On 6/26/2026, Mr. Kirtley was granted 662 RSUs vesting in three annual installments beginning 6/26/2027. F6 · derivative.expiration_date: On 6/26/2026, Mr. Kirtley was granted 662 RSUs vesting in three annual installments beginning 6/26/2027. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:49 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Exercise / conversionRestricted Stock Units · Derivative | 281 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-008250 · rdgdoc.xml · derivative · entry 4 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 545 Underlying: COMMON STOCK · 281 shares Expires not disclosed 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 · derivative.exercise_price: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On 3/28/2025, Mr. Kirtley was granted 826 RSUs vesting in three annual installments beginning 3/11/2025. F3 · derivative.expiration_date: On 3/28/2025, Mr. Kirtley was granted 826 RSUs vesting in three annual installments beginning 3/11/2025. F4 · balance_after: 281 RSUs vested on 3/11/2026 leaving 273 RSUs to vest on 3/11/2027 and 272 RSUs to vest on 3/11/2028. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:49 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 168 | $51.80 | $8,702.40 |
DisclosureSEC source: 0001437749-26-008250 · rdgdoc.xml · nonDerivative · entry 2 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,600 F2 · balance_after: This amount includes 164 shares of time-based restricted common stock solely owned by Mr. Kirtley and 6,436 shares solely owned by Mr. Kirtley. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:49 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Exercise / conversionCommon Stock | 281 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-008250 · rdgdoc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,768 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 · price: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:27 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 725 | $53.60 | $38,860.00 |
DisclosureSEC source: 0001437749-26-006613 · rdgdoc.xml · nonDerivative · entry 2 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,487 F1 · balance_after: This amount includes 475 shares of time based restricted common stock solely owned by Mr. Kirtley and 6,012 shares solely owned by Mr. Kirtley. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:27 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 2,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-006613 · rdgdoc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,212 Read SEC document |
| February 27, 2026 Filed Apr 10, 2026 20:29 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 395 | $53.60 | $21,172.00 |
DisclosureSEC source: 0001437749-26-012043 · rdgdoc.xml · nonDerivative · entry 2 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,103 F1 · shares: On March 3, 2026, the reporting person filed a Form 4 which inadvertently reported the vesting of 2,146 performance-based stock awards and 725 shares withheld for taxes. As reported in this amendment, 1,432 performance-based stock awards vested and 395 shares were withheld for taxes. F2 · balance_after: This amount includes 475 shares of time based restricted common stock solely owned by Mr. Kirtley and 5,628 shares solely owned by Mr. Kirtley. Read SEC document |
| February 27, 2026 Filed Apr 10, 2026 20:29 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,432 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-012043 · rdgdoc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,498 F1 · shares: On March 3, 2026, the reporting person filed a Form 4 which inadvertently reported the vesting of 2,146 performance-based stock awards and 725 shares withheld for taxes. As reported in this amendment, 1,432 performance-based stock awards vested and 395 shares were withheld for taxes. Read SEC document |
| December 31, 2025 Filed Feb 13, 2026 20:37 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 24.7832 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-004082 · rdgdoc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · PSBT 401 (k) Profit Sharing Plan Disclosed balance after: 240 F1 · balance_after: This amount includes 24.5217 ESOP Stock Repurchase shares and 0.2615 ESOP Whole Share Reshuffle fractional share to Mr. Kirtley's Employee Stock Ownership Plan (ESOP). The ESOP merged into the Peoples Security Bank 401(k) Profit Sharing Plan effective October 15, 2025. Read SEC document |
| August 29, 2025 Filed Sep 3, 2025 21:05 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantRestricted Stock Units · Derivative | 2,862 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-028297 · rdgdoc.xml · derivative · entry 4 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,862 Underlying: COMMON STOCK · 2,862 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PFIS common stock. F3 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning August 29, 2026. F3 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning August 29, 2026. Read SEC document |
| August 29, 2025 Filed Nov 4, 2025 21:18 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantRestricted Stock Units · Derivative | 3,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-033026 · rdgdoc.xml · derivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,332 Underlying: COMMON STOCK · 3,332 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PFIS common stock. F2 · shares: Adjusted number of restricted stock units due to a calculation error. F3 · derivative.exercise_date: The restricted stock units vest in five equal annual installments beginning August 29, 2026. F3 · derivative.expiration_date: The restricted stock units vest in five equal annual installments beginning August 29, 2026. Read SEC document |
| March 28, 2025 Filed Apr 1, 2025 21:45 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantRestricted Stock Units · Derivative | 825 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-010503 · rdgdoc.xml · derivative · entry 3 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 825 Underlying: COMMON STOCK · 825 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PFIS common stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning March 11, 2026. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning March 11, 2026. Read SEC document |
| March 28, 2025 Filed Apr 8, 2025 16:06 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantRestricted Stock Units · Derivative | 826 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-011334 · rdgdoc.xml · derivative · entry 3 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 826 Underlying: COMMON STOCK · 826 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PFIS common stock. F2 · shares: Adjusted number of restricted stock units due to a calculation error. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning March 11, 2026. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning March 11, 2026. Read SEC document |
| March 28, 2025 Filed Sep 3, 2025 21:05 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantRestricted Stock Units · Derivative | 826 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-028297 · rdgdoc.xml · derivative · entry 3 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 826 Underlying: COMMON STOCK · 826 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PFIS common stock. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning March 11, 2026. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning March 11, 2026. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 22:25 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 151 | $44.97 | $6,790.47 |
DisclosureSEC source: 0001437749-25-007579 · rdgdoc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,066 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 20:52 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 154 | $48.83 | $7,519.82 |
DisclosureSEC source: 0001437749-25-006068 · rdgdoc.xml · nonDerivative · entry 2 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,357 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 20:52 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 458 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-006068 · rdgdoc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,511 Read SEC document |
| December 31, 2024 Filed Feb 14, 2025 13:04 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 5.1475 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-003817 · rdgdoc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · By Employee Stock Ownership Plan Disclosed balance after: 215.2168 Read SEC document |
| March 11, 2024 Filed Mar 7, 2025 20:15 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 140 | $41.21 | $5,769.40 |
DisclosureSEC source: 0001437749-25-006625 · rdgdoc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP/CHIEF RISK OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,217 Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 18:35 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 493 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-24-000029 · primary_doc.xml · nonDerivative · entry 3 Kirtley Timothy · CIK 0001462058 · EVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,053 Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 18:35 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 440 | $40.30 | $17,732.00 |
DisclosureSEC source: 0001056943-24-000029 · primary_doc.xml · nonDerivative · entry 2 Kirtley Timothy · CIK 0001462058 · EVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,560 Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 18:35 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-24-000029 · primary_doc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| December 31, 2023 Filed Feb 14, 2024 15:53 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 19.1262 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-24-000023 · primary_doc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 210.0693 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| June 29, 2023 Filed Jun 30, 2023 19:12 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 438 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-23-000040 · primary_doc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,697 Read SEC document |
| March 11, 2023 Filed Mar 14, 2023 15:59 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 108 | $47.20 | $5,097.60 |
DisclosureSEC source: 0001056943-23-000027 · primary_doc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,259 Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 14:49 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 440 | $49.40 | $21,736.00 |
DisclosureSEC source: 0001056943-23-000021 · primary_doc.xml · nonDerivative · entry 2 Kirtley Timothy · CIK 0001462058 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,367 Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 14:49 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-23-000021 · primary_doc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,807 Read SEC document |
| December 31, 2022 Filed Feb 13, 2023 18:43 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 28.1414 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-23-000015 · primary_doc.xml · nonDerivative · entry 3 Kirtley Timothy · CIK 0001462058 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 190.9431 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| March 26, 2022 Filed Feb 13, 2023 18:43 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 32 | $51.02 | $1,632.64 |
DisclosureSEC source: 0001056943-23-000015 · primary_doc.xml · nonDerivative · entry 2 Kirtley Timothy · CIK 0001462058 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,501 Read SEC document |
| March 11, 2022 Filed Feb 13, 2023 18:43 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 72 | $48.20 | $3,470.40 |
DisclosureSEC source: 0001056943-23-000015 · primary_doc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,533 Read SEC document |
| February 24, 2022 Filed Feb 25, 2022 19:34 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 392 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-22-000024 · primary_doc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,544 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:03 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 187 | $47.86 | $8,949.82 |
DisclosureSEC source: 0001056943-22-000029 · primary_doc.xml · nonDerivative · entry 2 Kirtley Timothy · CIK 0001462058 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,605 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:03 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-22-000029 · primary_doc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,792 Read SEC document |
| December 31, 2021 Filed Feb 11, 2022 16:01 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 28.4885 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-22-000016 · primary_doc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 162.8017 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| February 25, 2021 Filed Mar 2, 2021 18:34 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 423 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-21-000019 · primary_doc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,152 Read SEC document |
| December 31, 2020 Filed Feb 8, 2021 19:53 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 20.6286 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-21-000003 · primary_doc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 134.3132 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 20:03 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 406 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-20-000029 · primary_doc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 762 Read SEC document |
| February 27, 2020 Filed Mar 9, 2020 18:27 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 373 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-20-000033 · primary_doc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 729 F1 · shares: To correct the calculation of shares subject to the award. Read SEC document |
| December 31, 2019 Filed Feb 13, 2020 18:24 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 52.5928 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-20-000017 · primary_doc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 113.6846 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| March 26, 2019 Filed May 7, 2019 20:24 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 356 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-19-000021 · primary_doc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356 Read SEC document |
| December 31, 2018 Filed Feb 12, 2019 19:00 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 60.9313 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-19-000011 · primary_doc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 61.0918 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| December 31, 2017 Filed Feb 9, 2018 16:54 UTC | PEOPLES FINANCIAL SERVICES CORP. pfis · Entity 5235 | OtherCommon Stock | 0.1605 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-18-000010 · primary_doc.xml · nonDerivative · entry 1 Kirtley Timothy · CIK 0001462058 · EVP, Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · PSB&T Employee Stock Ownership Plan Disclosed balance after: 0.1605 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.