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 |
|---|---|---|---|---|---|---|
| December 12, 2019 Filed Dec 16, 2019 10:48 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 145 | $22.68 | $3,288.60 |
DisclosureSEC source: 0000806279-19-000058 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,628.018 Read SEC document |
| December 11, 2019 Filed Dec 12, 2019 15:47 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 173 | $22.65 | $3,918.45 |
DisclosureSEC source: 0000806279-19-000053 · primary_doc.xml · nonDerivative · entry 2 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,773.018 Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 15:47 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 1,018 | $22.59 | $22,996.62 |
DisclosureSEC source: 0000806279-19-000053 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,946.018 F1 · shares: Awards vest in three equal annual installments beginning on December 10, 2020 Read SEC document |
| November 15, 2019 Filed Nov 18, 2019 15:55 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 187 | $22.22 | $4,155.14 |
DisclosureSEC source: 0000806279-19-000033 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,928.018 Read SEC document |
| December 12, 2018 Filed Dec 13, 2018 15:00 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 134 | $22.68 | $3,039.12 |
DisclosureSEC source: 0000806279-18-000046 · primary_doc.xml · nonDerivative · entry 2 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,957.896 Read SEC document |
| December 11, 2018 Filed Dec 13, 2018 15:00 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantStock Option to Buy · Derivative | 2,513 | $0.00 Strike: $23.88 | $0.00 |
DisclosureSEC source: 0000806279-18-000046 · primary_doc.xml · derivative · entry 3 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,513 Underlying: Common Stock · 2,513 shares Expires 2028-12-11 F1 · derivative.exercise_date: The options vest in three equal annual installments beginning on December 11, 2019 Read SEC document |
| December 11, 2018 Filed Dec 13, 2018 15:00 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 1,664 | $23.88 | $39,736.32 |
DisclosureSEC source: 0000806279-18-000046 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,091.896 F1 · shares: The options vest in three equal annual installments beginning on December 11, 2019 Read SEC document |
| November 17, 2018 Filed Nov 19, 2018 15:55 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 120 | $24.90 | $2,988.00 |
DisclosureSEC source: 0000806279-18-000028 · primary_doc.xml · nonDerivative · entry 2 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,432.676 Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 15:55 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 173 | $25.30 | $4,376.90 |
DisclosureSEC source: 0000806279-18-000028 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,552.676 Read SEC document |
| December 16, 2017 Filed Dec 18, 2017 08:41 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 100 | $30.32 | $3,032.00 |
DisclosureSEC source: 0000806279-17-000054 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,291.749 Read SEC document |
| December 16, 2017 Filed Dec 22, 2017 15:48 UTC Amendment | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 46 | $30.32 | $1,394.72 |
DisclosureSEC source: 0000806279-17-000057 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,345.749 Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 14:06 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantStock Option to Buy · Derivative | 2,070 | $0.00 Strike: $28.86 | $0.00 |
DisclosureSEC source: 0000806279-17-000045 · primary_doc.xml · derivative · entry 2 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,070 Underlying: Common Stock · 2,070 shares Expires 2027-12-12 F2 · derivative.exercise_date: The options vest in three equal annual installments beginning December 12, 2018. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 14:06 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 1,299 | $0.00 | $0.00 |
DisclosureSEC source: 0000806279-17-000045 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,391.749 F1 · shares: The shares vest in three equal annual installments beginning December 12, 2018. Read SEC document |
| November 17, 2017 Filed Nov 20, 2017 16:28 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 122 | $29.73 | $3,627.06 |
DisclosureSEC source: 0000806279-17-000032 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,933.067 Read SEC document |
| November 15, 2017 Filed Nov 16, 2017 12:33 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 177 | $29.68 | $5,253.36 |
DisclosureSEC source: 0000806279-17-000025 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,055.067 Read SEC document |
| August 12, 2017 Filed Aug 14, 2017 15:43 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 38 | $26.46 | $1,005.48 |
DisclosureSEC source: 0000806279-17-000016 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP-PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,217.537 Read SEC document |
| December 16, 2016 Filed Dec 20, 2016 11:32 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 37 | $28.35 | $1,048.95 |
DisclosureSEC source: 0000806279-16-000075 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,141.51 Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 11:54 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 113 | $22.08 | $2,495.04 |
DisclosureSEC source: 0000806279-16-000061 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,982.256 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 14:03 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantStock Option to Buy · Derivative | 3,094 | $0.00 Strike: $21.50 | $0.00 |
DisclosureSEC source: 0001640601-16-000001 · primary_doc.xml · derivative · entry 2 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,094 Underlying: Common Stock · 3,094 shares Expires 2026-11-15 F2 · derivative.exercise_date: The options vest in three equal annual installments beginning on November 15, 2017. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 14:03 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 1,569 | $0.00 | $0.00 |
DisclosureSEC source: 0001640601-16-000001 · primary_doc.xml · nonDerivative · entry 1 DOLL AMY · CIK 0001640601 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,095.256 F1 · shares: The shares vest in three equal annual installments beginning November 15, 2017. 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.