Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRANKLIN FINANCIAL SERVICES CORP /PA/FRAF · Entity 6033 | Former President/CEO | September 22, 2016 | September 26, 2016 |
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 September 22, 2016 · Filed September 26, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Franklin Financial Services Corp.SEC Table I · non-derivative | Direct | 28,691 |
Reported balance
After 2016-09-22 transaction · row 1
1 source rowRow 1 · 2016-09-22 · Grant · Acquired 2,500 · Balance 28,691 F1: Shares purchased through Incentive Stock Option Plan. |
| Franklin Financial Services Corp ISOPSEC Table II · derivative / convertible security · Conversion / exercise price $16.11 · Expires 2019-02-25 | Direct | 13,125 |
Reported balance
After 2016-09-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2016-09-22 · Other · Disposed 2,500 · Balance 13,125 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares purchased through Incentive Stock Option Plan.
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 |
|---|---|---|---|---|---|---|
| September 22, 2016 Filed Sep 26, 2016 20:35 UTC | FRANKLIN FINANCIAL SERVICES CORP /PA/ FRAF · Entity 6033 | OtherFranklin Financial Services Corp ISOP · Derivative | 2,500 | $16.11 Strike: $16.11 | $40,275.00 |
DisclosureSEC source: 0001220801-16-000004 · primary_doc.xml · derivative · entry 2 SNELL WILLIAM E JR · CIK 0001220801 · Former President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,125 Underlying: Franklin Financial Services Corporation · 2,500 shares Expires 2019-02-25 Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 20:35 UTC | FRANKLIN FINANCIAL SERVICES CORP /PA/ FRAF · Entity 6033 | GrantFranklin Financial Services Corp. | 2,500 | $16.11 | $40,275.00 |
DisclosureSEC source: 0001220801-16-000004 · primary_doc.xml · nonDerivative · entry 1 SNELL WILLIAM E JR · CIK 0001220801 · Former President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,691 F1 · price: Shares purchased through Incentive Stock Option 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.