Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALICO, INC.ALCO · Entity 5954 | Director · President and CEO | October 01, 2026 | October 01, 2026 |
| CODORUS VALLEY BANCORP INCCVLY · Entity 89809 | Director | June 14, 2024 | June 17, 2024 |
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.
ALICO, INC.
Report date October 01, 2026 · Filed October 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Alico, Inc., Common Stock, Par Value $1.00SEC Table I · non-derivative | Direct | 37,079 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Exercise / conversion · Acquired 500 · Balance 37,079 |
| Performance-Based Restricted UnitsSEC Table II · derivative / convertible security | Direct | 159,500 |
Reported balance
After 2026-10-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-10-01 · Exercise / conversion · Disposed 500 · Balance 159,500 F1: Each performance-based restricted unit (PRSU) represents a contingent right to receive one share of Alico, Inc. common stock. The PRSUs will vest if the volume-weighted average price per share over sixty (60) consecutive trading days of Alicos common stock exceeds certain targets on or prior to September 30, 2030, subject to additional time-based vesting requirements. |
Filing footnotes · ownership attribution and instrument terms
F1: Each performance-based restricted unit (PRSU) represents a contingent right to receive one share of Alico, Inc. common stock. The PRSUs will vest if the volume-weighted average price per share over sixty (60) consecutive trading days of Alicos common stock exceeds certain targets on or prior to September 30, 2030, subject to additional time-based vesting requirements.
CODORUS VALLEY BANCORP INC
Report date June 14, 2024 · Filed June 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 5,283 |
Reported balance
After 2024-06-14 transaction · row 1
1 source rowRow 1 · 2024-06-14 · Grant · Acquired 695 · Balance 5,283 |
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 1, 2026 16:18 UTC | ALICO, INC. ALCO · Entity 5954 | Exercise / conversionPerformance-Based Restricted Units · Derivative | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-064112 · wk-form4_1790857115.xml · derivative · entry 2 Kiernan John E · CIK 0001644122 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,500 Underlying: Alico, Inc., Common Stock, Par Value $1.00 · 500 shares Expires not disclosed 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 · derivative.exercise_price: Each performance-based restricted unit (PRSU) represents a contingent right to receive one share of Alico, Inc. common stock. The PRSUs will vest if the volume-weighted average price per share over sixty (60) consecutive trading days of Alicos common stock exceeds certain targets on or prior to September 30, 2030, subject to additional time-based vesting requirements. F1 · derivative.exercise_date: Each performance-based restricted unit (PRSU) represents a contingent right to receive one share of Alico, Inc. common stock. The PRSUs will vest if the volume-weighted average price per share over sixty (60) consecutive trading days of Alicos common stock exceeds certain targets on or prior to September 30, 2030, subject to additional time-based vesting requirements. F1 · derivative.expiration_date: Each performance-based restricted unit (PRSU) represents a contingent right to receive one share of Alico, Inc. common stock. The PRSUs will vest if the volume-weighted average price per share over sixty (60) consecutive trading days of Alicos common stock exceeds certain targets on or prior to September 30, 2030, subject to additional time-based vesting requirements. Read SEC document |
| October 01, 2026 Filed Oct 1, 2026 16:18 UTC | ALICO, INC. ALCO · Entity 5954 | Exercise / conversionAlico, Inc., Common Stock, Par Value $1.00 | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-064112 · wk-form4_1790857115.xml · nonDerivative · entry 1 Kiernan John E · CIK 0001644122 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,079 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 14, 2026 Filed Jul 16, 2026 20:36 UTC | ALICO, INC. ALCO · Entity 5954 | GrantPerformance-Based Restricted Units · Derivative | 160,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001644122-26-000003 · wk-form4_1784234168.xml · derivative · entry 1 Kiernan John E · CIK 0001644122 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,000 Underlying: Alico, Inc., Common Stock, Par Value $1.00 · 160,000 shares Expires not disclosed F1 · derivative.exercise_price: Each performance-based restricted unit ("PRSU") represents a contingent right to receive one share of Alico, Inc. common stock. The PRSUs will vest if the 30-day average closing price of Alico's common stock exceeds certain stock price thresholds on or prior to September 30, 2030, subject to additional time-based vesting requirements. F1 · derivative.exercise_date: Each performance-based restricted unit ("PRSU") represents a contingent right to receive one share of Alico, Inc. common stock. The PRSUs will vest if the 30-day average closing price of Alico's common stock exceeds certain stock price thresholds on or prior to September 30, 2030, subject to additional time-based vesting requirements. F1 · derivative.expiration_date: Each performance-based restricted unit ("PRSU") represents a contingent right to receive one share of Alico, Inc. common stock. The PRSUs will vest if the 30-day average closing price of Alico's common stock exceeds certain stock price thresholds on or prior to September 30, 2030, subject to additional time-based vesting requirements. Read SEC document |
| December 23, 2024 Filed Dec 23, 2024 21:04 UTC | ALICO, INC. ALCO · Entity 5954 | GrantPerformance-Based Restricted Units · Derivative | 38,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000003545-24-000140 · wk-form4_1734987856.xml · derivative · entry 1 Kiernan John E · CIK 0001644122 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,000 Underlying: Alico, Inc., Common Stock, Par Value $1.00 · 38,000 shares Expires not disclosed F1 · derivative.exercise_price: Each performance-based restricted unit ("PRSU") represents a contingent right to receive one share of Alico, Inc. common stock. The PRSUs will vest if the 30-day average closing price of Alico's common stock exceeds certain stock price thresholds on or prior to September 30, 2027, subject to additional time-based vesting requirements. F1 · derivative.exercise_date: Each performance-based restricted unit ("PRSU") represents a contingent right to receive one share of Alico, Inc. common stock. The PRSUs will vest if the 30-day average closing price of Alico's common stock exceeds certain stock price thresholds on or prior to September 30, 2027, subject to additional time-based vesting requirements. F1 · derivative.expiration_date: Each performance-based restricted unit ("PRSU") represents a contingent right to receive one share of Alico, Inc. common stock. The PRSUs will vest if the 30-day average closing price of Alico's common stock exceeds certain stock price thresholds on or prior to September 30, 2027, subject to additional time-based vesting requirements. Read SEC document |
| June 14, 2024 Filed Jun 17, 2024 15:40 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon stock | 695 | $21.58 | $14,998.10 |
DisclosureSEC source: 0000806279-24-000064 · primary_doc.xml · nonDerivative · entry 1 Kiernan John E · CIK 0001644122 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,283 Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 10:39 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 1,327 | $22.60 | $29,990.20 |
DisclosureSEC source: 0000806279-24-000044 · primary_doc.xml · nonDerivative · entry 1 Kiernan John E · CIK 0001644122 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,588 Read SEC document |
| May 04, 2023 Filed May 5, 2023 15:58 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 1,000 | $16.75 | $16,750.00 |
DisclosureSEC source: 0000806279-23-000067 · primary_doc.xml · nonDerivative · entry 1 Kiernan John E · CIK 0001644122 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,261 Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 11:13 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 1,261 | $23.78 | $29,986.58 |
DisclosureSEC source: 0000806279-23-000044 · primary_doc.xml · nonDerivative · entry 1 Kiernan John E · CIK 0001644122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,261 Read SEC document |
| February 02, 2023 Filed Feb 3, 2023 08:58 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 900 | $24.50 | $22,045.50 |
DisclosureSEC source: 0000806279-23-000003 · primary_doc.xml · nonDerivative · entry 1 Kiernan John E · CIK 0001644122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| May 18, 2022 Filed May 19, 2022 21:02 UTC | ALICO, INC. ALCO · Entity 5954 | GrantAlico, Inc., Common Stock, Par Value $1.00 | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-030596 · doc4.xml · nonDerivative · entry 1 Kiernan John E · CIK 0001644122 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,579 F1 · shares: Represents an award of shares of restricted stock pursuant to the 2015 Stock Incentive Plan and a Restricted Stock Award Agreement. Read SEC document |
| May 12, 2022 Filed May 13, 2022 15:48 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 100 | $22.08 | $2,207.60 |
DisclosureSEC source: 0000806279-22-000081 · primary_doc.xml · nonDerivative · entry 1 Kiernan John E · CIK 0001644122 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 Read SEC document |
| April 01, 2022 Filed Apr 25, 2022 20:18 UTC | ALICO, INC. ALCO · Entity 5954 | GrantAlico, Inc., Common Stock, Par Value $1.00 | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-025519 · doc4.xml · nonDerivative · entry 1 Kiernan John E · CIK 0001644122 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,079 F1 · shares: Represents an award of shares of restricted stock pursuant to the 2015 Stock Incentive Plan and a Restricted Stock Award Agreement. Read SEC document |
| October 15, 2021 Filed Nov 12, 2021 21:20 UTC | ALICO, INC. ALCO · Entity 5954 | GrantAlico, Inc., Common Stock, Par Value $1.00 | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-064181 · doc4.xml · nonDerivative · entry 1 Kiernan John E · CIK 0001644122 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,079 F1 · shares: Represents an award of shares of restricted stock pursuant to the 2015 Stock Incentive Plan and a Restricted Stock Award Agreement. Read SEC document |
| November 10, 2020 Filed Nov 13, 2020 01:41 UTC | ALICO, INC. ALCO · Entity 5954 | GrantAlico, Inc., Common Stock, Par Value $1.00 | 3,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-058189 · doc4.xml · nonDerivative · entry 1 Kiernan John E · CIK 0001644122 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,579 F1 · shares: Represents an award of shares of restricted stock pursuant to the 2015 Stock Incentive Plan and a Restricted Stock Award Agreement. Read SEC document |
| October 25, 2018 Filed Nov 6, 2018 18:35 UTC | ALICO, INC. ALCO · Entity 5954 | GrantOptions to Purchase Stock · Derivative | 10,000 | $0.00 Strike: $33.34 | $0.00 |
DisclosureSEC source: 0000003545-18-000097 · primary_doc.xml · derivative · entry 1 Kiernan John E · CIK 0001644122 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Alico, Inc., Common Stock, Par Value $1.00 · 10,000 shares Expires 2026-12-31 F1 · derivative.exercise_date: Represents options granted under the Stock Incentive Plan of 2015. The Option Grants will vest as follows:(i) 3,333 of the Options shall vest if the price of the Company's common stock during a consecutive 20-day trading period exceeds $40.00; (ii) 3,333 of the Options shall vest if the price of the Company's common stock during a consecutive 20-day trading period exceeds $45.00; and (iii) 3,334 of the Options shall vest if the price of the Company's common stock during a consecutive 20-day trading period exceeds $50.00. Read SEC document |
| September 04, 2018 Filed Sep 11, 2018 19:12 UTC | ALICO, INC. ALCO · Entity 5954 | GrantOption to purchase Common Stock · Derivative | 90,000 | $0.00 Strike: $33.60 | $0.00 |
DisclosureSEC source: 0000003545-18-000078 · primary_doc.xml · derivative · entry 1 Kiernan John E · CIK 0001644122 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,000 Underlying: Alico, Inc., Common Stock, Par Value $1.00 · 90,000 shares Expires 2026-12-31 F1 · derivative.expiration_date: Represents options granted under the Stock Incentive Plan of 2015. The Option Grants will vest as follows: (i) 25% of the options will vest if the price of the Company's common stock during a consecutive 20-trading period if such price exceeds $35.00; (ii) 25% of the options will vest during a consecutive 20-trading period if such price exceeds $40.00; (iii) 25% of the options will vest during a consecutive 20-trading period if such price exceeds $45.00; and (iv) 25% of the options will vest during a consecutive 20-trading period if such price exceeds $50.00. F2 · balance_after: Includes an award of 13,000 shares of restricted stock options pursuant to the reporting person's Employment Agreement. As of September 11, 2018, 5,667 options have vested and 7,333 remain eligible to vest. Read SEC document |
| November 27, 2017 Filed Mar 2, 2018 15:37 UTC | ALICO, INC. alco · Entity 5954 | GrantAlico, Inc., Common Stock, Par Value $1.00 | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000003545-18-000027 · primary_doc.xml · nonDerivative · entry 1 Kiernan John E · CIK 0001644122 · CFO, Treasurer, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,000 F1 · shares: Represents an award of shares of restricted stock pursuant to Employment Agreement. 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.