Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS FINANCIAL SERVICES INCCZFS · Entity 5692 | SENIOR VICE PRESIDENT | August 31, 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.
CITIZENS FINANCIAL SERVICES INC
Report date August 31, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON CLASSSEC Table I · non-derivative | Direct | 5,093.5722 |
Reported balance
After 2026-08-31 transaction · row 1
1 source rowRow 1 · 2026-08-31 · Purchase · Acquired 24 · Balance 5,093.5722 |
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 31, 2026 Filed Sep 1, 2026 11:34 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 24 | $76.32 | $1,831.68 |
DisclosureSEC source: 0000739421-26-000073 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · SENIOR VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,093.5722 Read SEC document |
| June 25, 2026 Filed Jun 26, 2026 13:43 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 311 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-26-000063 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,029.3514 Read SEC document |
| May 29, 2026 Filed Jun 2, 2026 14:23 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 34 | $61.78 | $2,100.52 |
DisclosureSEC source: 0000739421-26-000043 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · SENIOR VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,718.3514 Read SEC document |
| February 27, 2026 Filed Mar 2, 2026 13:34 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 13 | $57.06 | $741.78 |
DisclosureSEC source: 0000739421-26-000014 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · SENIOR VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,655.5903 Read SEC document |
| November 28, 2025 Filed Dec 1, 2025 14:54 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 16 | $53.10 | $849.60 |
DisclosureSEC source: 0000739421-25-000116 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · SENIOR VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,569.7491 Read SEC document |
| August 31, 2025 Filed Sep 2, 2025 15:51 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 13 | $56.96 | $740.48 |
DisclosureSEC source: 0000739421-25-000094 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · SENIOR VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,523.8348 Read SEC document |
| June 27, 2025 Filed Jun 27, 2025 12:58 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 44.5905 | $60.42 | $2,694.16 |
DisclosureSEC source: 0000739421-25-000078 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,503.6378 Read SEC document |
| May 30, 2025 Filed Jun 2, 2025 11:24 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 15 | $58.09 | $871.35 |
DisclosureSEC source: 0000739421-25-000053 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,452.1793 Read SEC document |
| May 21, 2025 Filed May 22, 2025 15:23 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 331 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-25-000051 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,437.1793 Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 14:52 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 13 | $57.45 | $746.85 |
DisclosureSEC source: 0000739421-25-000015 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,077.3137 Read SEC document |
| February 18, 2025 Filed Feb 18, 2025 17:07 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-25-000012 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,064.3137 Read SEC document |
| November 29, 2024 Filed Dec 2, 2024 15:07 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 13 | $67.08 | $872.03 |
DisclosureSEC source: 0000739421-24-000105 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · SENIOR VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,007.6152 Read SEC document |
| June 28, 2024 Filed Jun 28, 2024 13:21 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 38.9196 | $43.95 | $1,710.52 |
DisclosureSEC source: 0000739421-24-000062 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,930.877 Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 16:14 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 306 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-24-000034 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,891.9574 Read SEC document |
| April 30, 2024 Filed Apr 30, 2024 15:36 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 300 | $40.00 | $12,000.00 |
DisclosureSEC source: 0000739421-24-000029 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,585.9574 Read SEC document |
| December 28, 2023 Filed Dec 28, 2023 17:14 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 161 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-23-000090 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · SENIOR VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,229.1297 Read SEC document |
| October 25, 2023 Filed Oct 25, 2023 17:03 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 500 | $44.25 | $22,125.00 |
DisclosureSEC source: 0000739421-23-000081 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · SENIOR VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,068.1297 Read SEC document |
| June 30, 2023 Filed Jun 30, 2023 14:23 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 127 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-23-000048 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,525.2176 Read SEC document |
| June 30, 2023 Filed Jun 30, 2023 12:46 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 23.7447 | $77.05 | $1,829.53 |
DisclosureSEC source: 0000739421-23-000042 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,398.2176 Read SEC document |
| June 24, 2022 Filed Jun 24, 2022 12:25 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 22.9164 | $66.00 | $1,512.48 |
DisclosureSEC source: 0000739421-22-000057 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,314.558 Read SEC document |
| May 19, 2022 Filed May 20, 2022 11:53 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 124 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-22-000037 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,291.6416 Read SEC document |
| June 25, 2021 Filed Jun 25, 2021 12:52 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 20.8421 | $61.00 | $1,271.37 |
DisclosureSEC source: 0000739421-21-000053 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,105.0558 Read SEC document |
| June 04, 2021 Filed Jun 7, 2021 15:35 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 135 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-21-000030 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,084.2137 Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 18:37 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-20-000093 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,899.2548 Read SEC document |
| June 26, 2020 Filed Jun 26, 2020 13:08 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 18.3956 | $50.00 | $919.78 |
DisclosureSEC source: 0000739421-20-000080 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,857.958 Read SEC document |
| May 19, 2020 Filed May 21, 2020 15:54 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 130 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-20-000054 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,839.5624 Read SEC document |
| March 05, 2020 Filed Mar 6, 2020 15:08 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 5 | $63.64 | $318.20 |
DisclosureSEC source: 0000739421-20-000009 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,690.7051 Read SEC document |
| November 22, 2019 Filed Nov 26, 2019 19:23 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 253 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-19-000117 · primary_doc.xml · nonDerivative · entry 1 Guillaume Stephen J · CIK 0001792543 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,673.3607 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.