Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS FINANCIAL SERVICES INCCZFS · Entity 5692 | Director · EXECUTIVE VICE PRESIDENT | July 22, 2026 | July 23, 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 July 22, 2026 · Filed July 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON CLASSSEC Table I · non-derivative | Direct | 1,851 |
Reported balance
After 2026-07-22 transaction · row 1
1 source rowRow 1 · 2026-07-22 · Grant · Acquired 343 · Balance 1,851 |
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 22, 2026 Filed Jul 23, 2026 11:19 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 343 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-26-000068 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,851 Read SEC document |
| June 27, 2025 Filed Jun 27, 2025 11:16 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 14.8188 | $60.42 | $895.35 |
DisclosureSEC source: 0000739421-25-000065 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,496.699 Read SEC document |
| November 20, 2024 Filed Nov 21, 2024 13:29 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | SaleCOMMON CLASS | 121 | $69.50 | $8,409.50 |
DisclosureSEC source: 0000739421-24-000103 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,456.6203 Read SEC document |
| August 30, 2024 Filed Aug 30, 2024 19:34 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | SaleCOMMON CLASS | 500 | $54.87 | $27,435.00 |
DisclosureSEC source: 0000739421-24-000084 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · SENIOR EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,565.3651 Read SEC document |
| June 28, 2024 Filed Jun 28, 2024 14:10 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 20.2261 | $43.95 | $888.94 |
DisclosureSEC source: 0000739421-24-000063 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · SENIOR EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,045.8364 Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 15:57 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 557 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-24-000031 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,025.6102 Read SEC document |
| December 28, 2023 Filed Dec 28, 2023 17:26 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 242 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-23-000092 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,444.5971 Read SEC document |
| September 18, 2023 Filed Sep 19, 2023 13:34 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | SaleCOMMON CLASS | 1,500 | $50.79 | $76,177.50 |
DisclosureSEC source: 0000739421-23-000073 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,190.2197 Read SEC document |
| June 30, 2023 Filed Jun 30, 2023 14:06 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 359 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-23-000045 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · SENIOR EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,676.4322 Read SEC document |
| June 30, 2023 Filed Jun 30, 2023 11:46 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 22.9449 | $77.05 | $1,767.90 |
DisclosureSEC source: 0000739421-23-000031 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · SENIOR EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,317.4322 Read SEC document |
| May 30, 2023 Filed May 30, 2023 17:57 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | SaleCOMMON CLASS | 500 | $78.97 | $39,485.00 |
DisclosureSEC source: 0000739421-23-000023 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · SENIOR EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,294.4873 Read SEC document |
| April 27, 2023 Filed Apr 27, 2023 18:04 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 2 | $88.06 | $176.12 |
DisclosureSEC source: 0000739421-23-000018 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,794.4873 Read SEC document |
| December 15, 2022 Filed Dec 16, 2022 12:42 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | SaleCOMMON CLASS | 210 | $74.19 | $15,580.53 |
DisclosureSEC source: 0000739421-22-000082 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,759.3757 Read SEC document |
| August 24, 2022 Filed Aug 25, 2022 15:24 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 137 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-22-000072 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,950.3126 Read SEC document |
| June 24, 2022 Filed Jun 24, 2022 11:47 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 27.6034 | $66.00 | $1,821.82 |
DisclosureSEC source: 0000739421-22-000052 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,795.9389 Read SEC document |
| May 19, 2022 Filed May 20, 2022 11:38 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 342 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-22-000035 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,768.3355 Read SEC document |
| August 03, 2021 Filed Aug 5, 2021 17:48 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 121 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-21-000063 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,363.148 Read SEC document |
| June 25, 2021 Filed Jun 25, 2021 12:22 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 22.1401 | $61.00 | $1,350.55 |
DisclosureSEC source: 0000739421-21-000049 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,242.148 Read SEC document |
| June 04, 2021 Filed Jun 7, 2021 15:24 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 351 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-21-000028 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,220.0079 Read SEC document |
| June 26, 2020 Filed Jun 26, 2020 12:23 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 17.9039 | $50.00 | $895.20 |
DisclosureSEC source: 0000739421-20-000073 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,812.2951 Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 11:47 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 117 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-20-000059 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,794.3912 Read SEC document |
| May 19, 2020 Filed May 21, 2020 15:05 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 213 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-20-000048 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,677.3912 Read SEC document |
| December 20, 2019 Filed Dec 23, 2019 16:23 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 536 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-19-000122 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,445.2852 Read SEC document |
| June 28, 2019 Filed Jun 28, 2019 14:29 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 8.8808 | $61.00 | $541.73 |
DisclosureSEC source: 0000739421-19-000082 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 898.9574 Read SEC document |
| May 09, 2019 Filed May 10, 2019 12:51 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 195 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-19-000047 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 890.0766 Read SEC document |
| December 14, 2018 Filed Dec 14, 2018 14:44 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 486 | $61.63 | $29,952.18 |
DisclosureSEC source: 0000739421-18-000108 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 688 Read SEC document |
| June 29, 2018 Filed Jun 29, 2018 13:15 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 2 | $62.50 | $125.00 |
DisclosureSEC source: 0000739421-18-000080 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202 Read SEC document |
| March 08, 2018 Filed Mar 8, 2018 19:27 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 200 | $62.50 | $12,500.00 |
DisclosureSEC source: 0000739421-18-000015 · primary_doc.xml · nonDerivative · entry 1 RICHARDS DAVID Z JR · CIK 0001234118 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 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.