Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS FINANCIAL SERVICES INCCZFS · Entity 5692 | Director | September 15, 2026 | September 15, 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 September 15, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON CLASSSEC Table I · non-derivative | Direct | 3,990.7975 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 70 · Balance 3,990.7975 |
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 15, 2026 Filed Sep 15, 2026 20:47 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-26-000083 · primary_doc.xml · nonDerivative · entry 1 Painter John P II · CIK 0001964749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,990.7975 Read SEC document |
| August 05, 2026 Filed Aug 5, 2026 20:03 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 160 | $80.52 | $12,883.20 |
DisclosureSEC source: 0000739421-26-000072 · primary_doc.xml · nonDerivative · entry 1 Painter John P II · CIK 0001964749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,920.7975 Read SEC document |
| June 15, 2026 Filed Jun 16, 2026 11:48 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 88 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-26-000053 · primary_doc.xml · nonDerivative · entry 1 Painter John P II · CIK 0001964749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,749.9719 Read SEC document |
| May 12, 2026 Filed May 12, 2026 19:19 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 140 | $63.67 | $8,913.80 |
DisclosureSEC source: 0000739421-26-000041 · primary_doc.xml · nonDerivative · entry 1 Painter John P II · CIK 0001964749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,661.9719 Read SEC document |
| April 30, 2026 Filed Apr 30, 2026 19:00 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 99 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-26-000038 · primary_doc.xml · nonDerivative · entry 1 Painter John P II · CIK 0001964749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,521.9719 Read SEC document |
| March 06, 2026 Filed Mar 6, 2026 18:22 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 675 | $61.00 | $41,175.00 |
DisclosureSEC source: 0000739421-26-000015 · primary_doc.xml · nonDerivative · entry 1 Painter John P II · CIK 0001964749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,412.0167 Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 20:35 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-25-000125 · primary_doc.xml · nonDerivative · entry 1 Painter John P II · CIK 0001964749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,725.9058 Read SEC document |
| September 15, 2025 Filed Sep 16, 2025 12:32 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 94 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-25-000099 · primary_doc.xml · nonDerivative · entry 1 Painter John P II · CIK 0001964749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,620.0558 Read SEC document |
| June 27, 2025 Filed Jun 27, 2025 12:37 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 23.8553 | $60.42 | $1,441.34 |
DisclosureSEC source: 0000739421-25-000076 · primary_doc.xml · nonDerivative · entry 1 Painter John P II · CIK 0001964749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,517.6533 Read SEC document |
| June 16, 2025 Filed Jun 17, 2025 12:07 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-25-000062 · primary_doc.xml · nonDerivative · entry 1 Painter John P II · CIK 0001964749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,493.798 Read SEC document |
| May 06, 2025 Filed May 6, 2025 19:50 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 215 | $57.40 | $12,341.00 |
DisclosureSEC source: 0000739421-25-000044 · primary_doc.xml · nonDerivative · entry 1 Painter John P II · CIK 0001964749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,401.798 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 20:31 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-25-000027 · primary_doc.xml · nonDerivative · entry 1 Painter John P II · CIK 0001964749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,177.9293 Read SEC document |
| February 03, 2025 Filed Feb 4, 2025 18:55 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 110 | $60.00 | $6,600.00 |
DisclosureSEC source: 0000739421-25-000011 · primary_doc.xml · nonDerivative · entry 1 Painter John P II · CIK 0001964749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,087.9293 Read SEC document |
| December 16, 2024 Filed Dec 17, 2024 21:24 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-24-000114 · primary_doc.xml · nonDerivative · entry 1 Painter John P II · CIK 0001964749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,970.3703 Read SEC document |
| November 04, 2024 Filed Nov 4, 2024 19:31 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 290 | $56.65 | $16,428.50 |
DisclosureSEC source: 0000739421-24-000102 · primary_doc.xml · nonDerivative · entry 1 Painter John P II · CIK 0001964749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,904.3703 Read SEC document |
| September 17, 2024 Filed Sep 18, 2024 12:53 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 94 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-24-000093 · primary_doc.xml · nonDerivative · entry 1 Painter John P II · CIK 0001964749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,372.173 Read SEC document |
| June 28, 2024 Filed Jun 28, 2024 12:29 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 11.6578 | $43.95 | $512.36 |
DisclosureSEC source: 0000739421-24-000059 · primary_doc.xml · nonDerivative · entry 1 Painter John P II · CIK 0001964749 · Subsidiary Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,272.7103 Read SEC document |
| June 30, 2023 Filed Jun 30, 2023 12:35 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 6.9152 | $77.05 | $532.82 |
DisclosureSEC source: 0000739421-23-000039 · primary_doc.xml · nonDerivative · entry 1 Painter John P II · CIK 0001964749 · Subsidiary Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 759.9975 Read SEC document |
| February 22, 2023 Filed Feb 22, 2023 20:29 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 125 | $85.00 | $10,625.00 |
DisclosureSEC source: 0000739421-23-000005 · primary_doc.xml · nonDerivative · entry 1 Painter John P II · CIK 0001964749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 757.3106 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.