Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CODORUS VALLEY BANCORP INCCVLY · Entity 89809 | SVP of PeoplesBank | June 14, 2024 | June 18, 2024 |
| ORRSTOWN FINANCIAL SERVICES INCORRF · Entity 5109 | EVP, Chief Admin. Officer | July 24, 2026 | July 28, 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.
CODORUS VALLEY BANCORP INC
Report date June 14, 2024 · Filed June 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,266.946 |
Ending reported balance
After 2024-06-14 transaction · row 7
7 source rows · reconciled sequenceRow 1 · 2024-06-14 · Tax withholding · Disposed 349 · Balance 11,782.518 Row 2 · 2024-06-14 · Grant · Acquired 3,254.448 · Balance 15,036.966 Row 3 · 2024-06-14 · Tax withholding · Disposed 1,275 · Balance 13,761.966 Row 4 · 2024-06-14 · Grant · Acquired 1,027.879 · Balance 14,789.845 Row 5 · 2024-06-14 · Tax withholding · Disposed 306 · Balance 14,483.845 Row 6 · 2024-06-14 · Grant · Acquired 1,134.101 · Balance 15,617.946 Row 7 · 2024-06-14 · Tax withholding · Disposed 351 · Balance 15,266.946 |
ORRSTOWN FINANCIAL SERVICES INC
Report date July 24, 2026 · Filed July 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Orrstown Financial Services, Inc, Common StockSEC Table I · non-derivative | Direct | 27,218 |
Reported balance
After 2026-07-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-24 · Exercise / conversion · Acquired 1,549 · Balance 27,218 F1: Cashless exercise of stock options pursuant to which a portion of the option shares were withheld to cover payment of the exercise price |
| Orrstown Financial Services, Inc, Common StockSEC Table I · non-derivative | Direct | 28,097 |
Reported balance
After 2026-07-24 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-07-24 · Exercise / conversion · Acquired 879 · Balance 28,097 F1: Cashless exercise of stock options pursuant to which a portion of the option shares were withheld to cover payment of the exercise price |
| Orrstown Financial Services, Inc, Common StockSEC Table I · non-derivative | Direct | 28,671 |
Reported balance
After 2026-07-24 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-07-24 · Exercise / conversion · Acquired 574 · Balance 28,671 F1: Cashless exercise of stock options pursuant to which a portion of the option shares were withheld to cover payment of the exercise price |
| Orrstown Financial Services, Inc, Common StockSEC Table I · non-derivative | Direct | 25,669 |
Reported balance
After 2026-07-27 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-07-27 · Sale · Disposed 3,002 · Balance 25,669 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.23 · Expires 2026-11-15 | Direct | 0 |
Reported balance
After 2026-07-24 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-07-24 · Exercise / conversion · Disposed 3,134 · Balance 0 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.99 · Expires 2028-12-11 | Direct | 0 |
Reported balance
After 2026-07-24 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-07-24 · Exercise / conversion · Disposed 2,309 · Balance 0 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $29.92 · Expires 2027-12-12 | Direct | 0 |
Reported balance
After 2026-07-24 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-07-24 · Exercise / conversion · Disposed 1,998 · Balance 0 |
| Orrstown Financial Services, Inc. Common, Restricted StockSEC Table I · non-derivative | Direct | 4,356 |
Reported balance
Holding disclosure · report date 2026-07-24 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 4,356 F2: Restricted stock with various vesting dates over the next 3 years. |
| Orrstown Financial Services, Inc., Common, Rest. Stock. Unt.SEC Table I · non-derivative | Direct | 5,260 |
Reported balance
Holding disclosure · report date 2026-07-24 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 5,260 F3: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. |
Filing footnotes · ownership attribution and instrument terms
F1: Cashless exercise of stock options pursuant to which a portion of the option shares were withheld to cover payment of the exercise price
F2: Restricted stock with various vesting dates over the next 3 years.
F3: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria.
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 |
|---|---|---|---|---|---|---|
| July 27, 2026 Filed Jul 28, 2026 22:26 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | SaleOrrstown Financial Services, Inc, Common Stock | 3,002 | $41.61 | $124,913.22 |
DisclosureSEC source: 0001628280-26-050269 · wk-form4_1785277603.xml · nonDerivative · entry 4 DOLL AMY · CIK 0001640601 · EVP, Chief Admin. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,669 Read SEC document |
| July 24, 2026 Filed Jul 28, 2026 22:26 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Exercise / conversionStock Option (right to buy) · Derivative | 1,998 | $41.96 Strike: $29.92 | $83,836.08 |
DisclosureSEC source: 0001628280-26-050269 · wk-form4_1785277603.xml · derivative · entry 9 DOLL AMY · CIK 0001640601 · EVP, Chief Admin. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Orrstown Financial Services, Inc, Common Stock · 1,998 shares Expires 2027-12-12 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. Read SEC document |
| July 24, 2026 Filed Jul 28, 2026 22:26 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Exercise / conversionStock Option (right to buy) · Derivative | 2,309 | $41.96 Strike: $25.99 | $96,885.64 |
DisclosureSEC source: 0001628280-26-050269 · wk-form4_1785277603.xml · derivative · entry 8 DOLL AMY · CIK 0001640601 · EVP, Chief Admin. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Orrstown Financial Services, Inc, Common Stock · 2,309 shares Expires 2028-12-11 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. Read SEC document |
| July 24, 2026 Filed Jul 28, 2026 22:26 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Exercise / conversionStock Option (right to buy) · Derivative | 3,134 | $41.96 Strike: $21.23 | $131,502.64 |
DisclosureSEC source: 0001628280-26-050269 · wk-form4_1785277603.xml · derivative · entry 7 DOLL AMY · CIK 0001640601 · EVP, Chief Admin. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Orrstown Financial Services, Inc, Common Stock · 3,134 shares Expires 2026-11-15 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. Read SEC document |
| July 24, 2026 Filed Jul 28, 2026 22:26 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Exercise / conversionOrrstown Financial Services, Inc, Common Stock | 574 | $29.92 | $17,174.08 |
DisclosureSEC source: 0001628280-26-050269 · wk-form4_1785277603.xml · nonDerivative · entry 3 DOLL AMY · CIK 0001640601 · EVP, Chief Admin. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,671 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 · balance_after: Cashless exercise of stock options pursuant to which a portion of the option shares were withheld to cover payment of the exercise price Read SEC document |
| July 24, 2026 Filed Jul 28, 2026 22:26 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Exercise / conversionOrrstown Financial Services, Inc, Common Stock | 879 | $25.99 | $22,845.21 |
DisclosureSEC source: 0001628280-26-050269 · wk-form4_1785277603.xml · nonDerivative · entry 2 DOLL AMY · CIK 0001640601 · EVP, Chief Admin. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,097 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 · balance_after: Cashless exercise of stock options pursuant to which a portion of the option shares were withheld to cover payment of the exercise price Read SEC document |
| July 24, 2026 Filed Jul 28, 2026 22:26 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Exercise / conversionOrrstown Financial Services, Inc, Common Stock | 1,549 | $21.23 | $32,885.27 |
DisclosureSEC source: 0001628280-26-050269 · wk-form4_1785277603.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · EVP, Chief Admin. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,218 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 · balance_after: Cashless exercise of stock options pursuant to which a portion of the option shares were withheld to cover payment of the exercise price Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:09 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc., Common, Rest. Stock. Unt. | 2,541 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009749 · wk-form4_1771535381.xml · nonDerivative · entry 3 DOLL AMY · CIK 0001640601 · EVP, Chief Admin. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,260 F2 · balance_after: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:09 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 2,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009749 · wk-form4_1771535381.xml · nonDerivative · entry 2 DOLL AMY · CIK 0001640601 · EVP, Chief Admin. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,356 F1 · balance_after: Restricted stock with various vesting dates over the next 3 years. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:09 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc. Common, Restricted Stock | 397 | $37.64 | $14,943.08 |
DisclosureSEC source: 0001628280-26-009749 · wk-form4_1771535381.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · EVP, Chief Admin. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,814 F1 · balance_after: Restricted stock with various vesting dates over the next 3 years. Read SEC document |
| November 14, 2025 Filed Nov 17, 2025 21:21 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Exercise / conversionStock Option (right to buy) · Derivative | 5,596 | $34.33 Strike: $19.64 | $192,110.68 |
DisclosureSEC source: 0001628280-25-052606 · wk-form4_1763414484.xml · derivative · entry 4 DOLL AMY · CIK 0001640601 · EVP, Chief Admin. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Orrstown Financial Services, Inc, Common Stock · 5,596 shares Expires 2025-11-17 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. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 20:09 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc. Common, Restricted Stock | 2,787 | $34.55 | $96,290.85 |
DisclosureSEC source: 0000826154-25-000175 · wk-form4_1753906174.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · EVP, Chief Admin. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,720 F1 · balance_after: Restricted stock with various vesting dates over the next 3 years. Read SEC document |
| February 16, 2025 Filed Feb 19, 2025 21:06 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 2,720 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-25-000061 · wk-form4_1739999188.xml · nonDerivative · entry 2 DOLL AMY · CIK 0001640601 · EVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,387 F2 · balance_after: Restricted stock with various vesting dates over the next 3 years. Read SEC document |
| February 16, 2025 Filed Feb 19, 2025 21:06 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc., Common, Rest. Stock. Unt. | 2,719 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-25-000061 · wk-form4_1739999188.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · EVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,719 F1 · balance_after: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. Read SEC document |
| August 08, 2024 Filed Aug 12, 2024 20:28 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Exercise / conversionStock Option (right to buy) · Derivative | 1,173 | $32.09 Strike: $17.59 | $37,641.57 |
DisclosureSEC source: 0000826154-24-000195 · wk-form4_1723494497.xml · derivative · entry 5 DOLL AMY · CIK 0001640601 · EVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Orrstown Financial Services, Inc, Common Stock · 1,173 shares Expires 2024-08-12 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. Read SEC document |
| August 08, 2024 Filed Aug 12, 2024 20:28 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Exercise / conversionStock Option (right to buy) · Derivative | 805 | $32.09 Strike: $17.64 | $25,832.45 |
DisclosureSEC source: 0000826154-24-000195 · wk-form4_1723494497.xml · derivative · entry 4 DOLL AMY · CIK 0001640601 · EVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Orrstown Financial Services, Inc, Common Stock · 805 shares Expires 2024-12-16 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. Read SEC document |
| August 08, 2024 Filed Aug 12, 2024 20:28 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Exercise / conversionOrrstown Financial Services, Inc, Common Stock | 1,173 | $17.59 | $20,633.07 |
DisclosureSEC source: 0000826154-24-000195 · wk-form4_1723494497.xml · nonDerivative · entry 2 DOLL AMY · CIK 0001640601 · EVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,497 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. Read SEC document |
| August 08, 2024 Filed Aug 12, 2024 20:28 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Exercise / conversionOrrstown Financial Services, Inc, Common Stock | 805 | $17.64 | $14,200.20 |
DisclosureSEC source: 0000826154-24-000195 · wk-form4_1723494497.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · EVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,324 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. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:11 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantStock Option (right to buy) · Derivative | 2,309 | $0.00 Strike: $25.99 | $0.00 |
DisclosureSEC source: 0000826154-24-000159 · wk-form4_1720037503.xml · derivative · entry 8 DOLL AMY · CIK 0001640601 · EVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,309 Underlying: Orrstown Financial Services, Inc, Common Stock · 2,309 shares Expires 2028-12-11 F3 · security: At the effective time of the merger, each option to purchase CVLY common stock held by the reporting person was automatically converted into an option to purchase a number of shares of ORRF common stock equal to the product of the number of shares of CVLY common stock subject to such stock option and the Exchange Ratio, at an exercise price per share (rounded up to the nearest whole cent) equal to (a) the exercise price per share of CVLY common stock of such stock option divided by (b) the Exchange Ratio. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:11 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantStock Option (right to buy) · Derivative | 1,998 | $0.00 Strike: $29.92 | $0.00 |
DisclosureSEC source: 0000826154-24-000159 · wk-form4_1720037503.xml · derivative · entry 7 DOLL AMY · CIK 0001640601 · EVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,998 Underlying: Orrstown Financial Services, Inc, Common Stock · 1,998 shares Expires 2027-12-13 F3 · security: At the effective time of the merger, each option to purchase CVLY common stock held by the reporting person was automatically converted into an option to purchase a number of shares of ORRF common stock equal to the product of the number of shares of CVLY common stock subject to such stock option and the Exchange Ratio, at an exercise price per share (rounded up to the nearest whole cent) equal to (a) the exercise price per share of CVLY common stock of such stock option divided by (b) the Exchange Ratio. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:11 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantStock Option (right to buy) · Derivative | 3,134 | $0.00 Strike: $21.23 | $0.00 |
DisclosureSEC source: 0000826154-24-000159 · wk-form4_1720037503.xml · derivative · entry 6 DOLL AMY · CIK 0001640601 · EVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,134 Underlying: Orrstown Financial Services, Inc, Common Stock · 3,134 shares Expires 2026-11-15 F3 · security: At the effective time of the merger, each option to purchase CVLY common stock held by the reporting person was automatically converted into an option to purchase a number of shares of ORRF common stock equal to the product of the number of shares of CVLY common stock subject to such stock option and the Exchange Ratio, at an exercise price per share (rounded up to the nearest whole cent) equal to (a) the exercise price per share of CVLY common stock of such stock option divided by (b) the Exchange Ratio. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:11 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantStock Option (right to buy) · Derivative | 5,596 | $0.00 Strike: $19.64 | $0.00 |
DisclosureSEC source: 0000826154-24-000159 · wk-form4_1720037503.xml · derivative · entry 5 DOLL AMY · CIK 0001640601 · EVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,596 Underlying: Orrstown Financial Services, Inc, Common Stock · 5,596 shares Expires 2025-11-17 F3 · security: At the effective time of the merger, each option to purchase CVLY common stock held by the reporting person was automatically converted into an option to purchase a number of shares of ORRF common stock equal to the product of the number of shares of CVLY common stock subject to such stock option and the Exchange Ratio, at an exercise price per share (rounded up to the nearest whole cent) equal to (a) the exercise price per share of CVLY common stock of such stock option divided by (b) the Exchange Ratio. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:11 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantStock Option (right to buy) · Derivative | 805 | $0.00 Strike: $17.64 | $0.00 |
DisclosureSEC source: 0000826154-24-000159 · wk-form4_1720037503.xml · derivative · entry 4 DOLL AMY · CIK 0001640601 · EVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 805 Underlying: Orrstown Financial Services, Inc, Common Stock · 805 shares Expires 2024-12-16 F3 · security: At the effective time of the merger, each option to purchase CVLY common stock held by the reporting person was automatically converted into an option to purchase a number of shares of ORRF common stock equal to the product of the number of shares of CVLY common stock subject to such stock option and the Exchange Ratio, at an exercise price per share (rounded up to the nearest whole cent) equal to (a) the exercise price per share of CVLY common stock of such stock option divided by (b) the Exchange Ratio. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:11 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantStock Option (right to buy) · Derivative | 1,173 | $0.00 Strike: $17.59 | $0.00 |
DisclosureSEC source: 0000826154-24-000159 · wk-form4_1720037503.xml · derivative · entry 3 DOLL AMY · CIK 0001640601 · EVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,173 Underlying: Orrstown Financial Services, Inc, Common Stock · 1,173 shares Expires 2024-08-12 F3 · security: At the effective time of the merger, each option to purchase CVLY common stock held by the reporting person was automatically converted into an option to purchase a number of shares of ORRF common stock equal to the product of the number of shares of CVLY common stock subject to such stock option and the Exchange Ratio, at an exercise price per share (rounded up to the nearest whole cent) equal to (a) the exercise price per share of CVLY common stock of such stock option divided by (b) the Exchange Ratio. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:11 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 6,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-24-000159 · wk-form4_1720037503.xml · nonDerivative · entry 2 DOLL AMY · CIK 0001640601 · EVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,667 F2 · balance_after: Represents an award of shares of restricted stock of ORRF vesting on July 28, 2025 upon achievement of targeted expense savings based on ORRFs going forward annual expense run rate at June 30, 2025 compared to the combined reported expenses of ORRF and CVLY (excluding merger-related and other extraordinary expenses in both cases) for the year ended December 31, 2023. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:11 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc, Common Stock | 13,358 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-24-000159 · wk-form4_1720037503.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · EVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,358 F1 · balance_after: On July 1, 2024, Codorus Valley Bancorp, Inc. (CVLY) merged with and into Orrstown Financial Services, Inc. (ORRF). Pursuant to the merger, each share of CVLY common stock held by the reporting person was converted into the right to receive 0.875 shares of ORRF common stock (the Exchange Ratio), with an amount in cash, without interest, to be paid in lieu of fractional shares at $25.40 per share. The closing price of ORRF common stock on June 28, 2024 was $27.36 per share. Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 10:54 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 351 | $21.58 | $7,574.58 |
DisclosureSEC source: 0000806279-24-000072 · primary_doc.xml · nonDerivative · entry 7 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,266.946 Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 10:54 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 1,134.101 | $21.58 | $24,473.90 |
DisclosureSEC source: 0000806279-24-000072 · primary_doc.xml · nonDerivative · entry 6 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,617.946 Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 10:54 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 306 | $21.58 | $6,603.48 |
DisclosureSEC source: 0000806279-24-000072 · primary_doc.xml · nonDerivative · entry 5 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,483.845 Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 10:54 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 1,027.879 | $21.58 | $22,181.63 |
DisclosureSEC source: 0000806279-24-000072 · primary_doc.xml · nonDerivative · entry 4 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,789.845 Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 10:54 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 1,275 | $21.58 | $27,514.50 |
DisclosureSEC source: 0000806279-24-000072 · primary_doc.xml · nonDerivative · entry 3 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,761.966 Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 10:54 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 3,254.448 | $21.58 | $70,230.99 |
DisclosureSEC source: 0000806279-24-000072 · primary_doc.xml · nonDerivative · entry 2 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,036.966 Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 10:54 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 349 | $21.58 | $7,531.42 |
DisclosureSEC source: 0000806279-24-000072 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,782.518 Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 10:42 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 323 | $22.03 | $7,115.69 |
DisclosureSEC source: 0000806279-24-000052 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,131.518 Read SEC document |
| March 12, 2024 Filed Mar 13, 2024 13:39 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantRestricted Stock Units · Derivative | 3,230 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000806279-24-000032 · primary_doc.xml · derivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,230 Underlying: Common Stock · 3,230 shares Expires not disclosed F1 · security: Each restricted stock unit represents a contingent right to receive one share of CVLY common stock F2 · derivative.exercise_date: Time based restricted stock units which will vest ratable over a three year period F2 · derivative.expiration_date: Time based restricted stock units which will vest ratable over a three year period Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 09:19 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 149 | $22.97 | $3,422.53 |
DisclosureSEC source: 0000806279-24-000021 · primary_doc.xml · nonDerivative · entry 3 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,454.518 Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 09:19 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 509.579 | $22.97 | $11,705.03 |
DisclosureSEC source: 0000806279-24-000021 · primary_doc.xml · nonDerivative · entry 2 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,603.518 Read SEC document |
| March 09, 2024 Filed Mar 12, 2024 09:19 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 218 | $22.97 | $5,007.46 |
DisclosureSEC source: 0000806279-24-000021 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,093.939 Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 10:50 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 322 | $21.40 | $6,890.80 |
DisclosureSEC source: 0000806279-23-000056 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,638.477 Read SEC document |
| March 10, 2023 Filed Mar 13, 2023 16:51 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantRestricted Stock Units · Derivative | 2,959 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000806279-23-000031 · primary_doc.xml · derivative · entry 2 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,959 Underlying: Common Stock · 2,959 shares Expires not disclosed F1 · security: Each restricted stock unit represents a contingent right to receive one share of CVLY common stock. F2 · derivative.exercise_date: 50% of the restricted stock units (1479 units) are performance based restricted stock units with cliff vesting after the performance period end of 12/31/2025. 50% of the restricted stock units (1480 units)are time based restricted stock units which will vest ratably over a 3 year period. F2 · derivative.expiration_date: 50% of the restricted stock units (1479 units) are performance based restricted stock units with cliff vesting after the performance period end of 12/31/2025. 50% of the restricted stock units (1480 units)are time based restricted stock units which will vest ratably over a 3 year period. Read SEC document |
| March 09, 2023 Filed Mar 13, 2023 16:51 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 192 | $24.18 | $4,642.56 |
DisclosureSEC source: 0000806279-23-000031 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,960.477 Read SEC document |
| December 10, 2022 Filed Dec 13, 2022 14:14 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 84 | $23.39 | $1,964.76 |
DisclosureSEC source: 0000806279-22-000125 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,768.921 Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 13:40 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 3,155 | $21.87 | $68,999.85 |
DisclosureSEC source: 0000806279-22-000057 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,852.921 F1 · shares: Awards vest in three equal installments beginning March 15, 2023 Read SEC document |
| March 09, 2022 Filed Mar 10, 2022 16:33 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 223 | $21.98 | $4,901.54 |
DisclosureSEC source: 0000806279-22-000045 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,697.921 Read SEC document |
| December 10, 2021 Filed Dec 13, 2021 16:25 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | SaleCommon Stock | 288 | $21.71 | $6,252.48 |
DisclosureSEC source: 0000806279-21-000068 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,607.343 Read SEC document |
| December 10, 2021 Filed Feb 16, 2022 14:41 UTC Amendment | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 288 | $21.71 | $6,252.48 |
DisclosureSEC source: 0000806279-22-000024 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,607.343 Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 13:17 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 1,909 | $19.38 | $36,996.42 |
DisclosureSEC source: 0000806279-21-000030 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,895.343 F1 · shares: Awards vest in three equal annual installments beginning on March 9, 2022 Read SEC document |
| December 11, 2020 Filed Dec 14, 2020 14:33 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 151 | $16.98 | $2,563.98 |
DisclosureSEC source: 0000806279-20-000051 · primary_doc.xml · nonDerivative · entry 3 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,626.981 Read SEC document |
| December 11, 2020 Filed Dec 14, 2020 14:33 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 179 | $16.98 | $3,039.42 |
DisclosureSEC source: 0000806279-20-000051 · primary_doc.xml · nonDerivative · entry 2 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,777.981 Read SEC document |
| December 10, 2020 Filed Dec 14, 2020 14:33 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 101 | $16.92 | $1,708.92 |
DisclosureSEC source: 0000806279-20-000051 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,956.981 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.