Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS FINANCIAL SERVICES INCCZFS · Entity 5692 | EXECUTIVE VICE PRESIDENT | July 09, 2026 | July 09, 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 09, 2026 · Filed July 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON CLASSSEC Table I · non-derivative | Direct | 946 |
Reported balance
After 2026-07-09 transaction · row 1
1 source rowRow 1 · 2026-07-09 · Sale · Disposed 15 · Balance 946 |
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 09, 2026 Filed Jul 9, 2026 11:32 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | SaleCOMMON CLASS | 15 | $71.52 | $1,072.80 |
DisclosureSEC source: 0000739421-26-000066 · primary_doc.xml · nonDerivative · entry 1 Gephart LeeAnn · CIK 0001975581 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 946 Read SEC document |
| June 25, 2026 Filed Jun 25, 2026 11:05 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | SaleCOMMON CLASS | 29 | $66.52 | $1,929.08 |
DisclosureSEC source: 0000739421-26-000060 · primary_doc.xml · nonDerivative · entry 1 Gephart LeeAnn · CIK 0001975581 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 808 Read SEC document |
| June 25, 2026 Filed Jun 26, 2026 13:37 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 153 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-26-000062 · primary_doc.xml · nonDerivative · entry 1 Gephart LeeAnn · CIK 0001975581 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 961 Read SEC document |
| May 28, 2026 Filed May 28, 2026 19:30 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | SaleCOMMON CLASS | 24 | $64.78 | $1,554.72 |
DisclosureSEC source: 0000739421-26-000042 · primary_doc.xml · nonDerivative · entry 1 Gephart LeeAnn · CIK 0001975581 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 837 Read SEC document |
| December 22, 2025 Filed Dec 22, 2025 20:47 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 172 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-25-000133 · primary_doc.xml · nonDerivative · entry 1 Gephart LeeAnn · CIK 0001975581 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 893 Read SEC document |
| July 08, 2025 Filed Jul 8, 2025 18:45 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | SaleCOMMON CLASS | 14 | $59.64 | $834.96 |
DisclosureSEC source: 0000739421-25-000086 · primary_doc.xml · nonDerivative · entry 1 Gephart LeeAnn · CIK 0001975581 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 720 Read SEC document |
| June 27, 2025 Filed Jun 27, 2025 12:29 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 6 | $60.42 | $362.52 |
DisclosureSEC source: 0000739421-25-000075 · primary_doc.xml · nonDerivative · entry 1 Gephart LeeAnn · CIK 0001975581 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 734 Read SEC document |
| June 24, 2025 Filed Jun 26, 2025 13:12 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | SaleCOMMON CLASS | 33 | $59.58 | $1,966.14 |
DisclosureSEC source: 0000739421-25-000064 · primary_doc.xml · nonDerivative · entry 1 Gephart LeeAnn · CIK 0001975581 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 728 Read SEC document |
| May 21, 2025 Filed May 22, 2025 15:20 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 182 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-25-000050 · primary_doc.xml · nonDerivative · entry 1 Gephart LeeAnn · CIK 0001975581 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 761 Read SEC document |
| February 03, 2025 Filed Feb 4, 2025 18:50 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | SaleCOMMON CLASS | 21 | $69.19 | $1,452.99 |
DisclosureSEC source: 0000739421-25-000010 · primary_doc.xml · nonDerivative · entry 1 Gephart LeeAnn · CIK 0001975581 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 579 Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 15:59 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 72 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-25-000001 · primary_doc.xml · nonDerivative · entry 1 Gephart LeeAnn · CIK 0001975581 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 600 Read SEC document |
| June 28, 2024 Filed Jun 28, 2024 12:25 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 5 | $43.95 | $219.75 |
DisclosureSEC source: 0000739421-24-000058 · primary_doc.xml · nonDerivative · entry 1 Gephart LeeAnn · CIK 0001975581 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 528 Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 16:08 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-24-000032 · primary_doc.xml · nonDerivative · entry 1 Gephart LeeAnn · CIK 0001975581 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 523 Read SEC document |
| December 28, 2023 Filed Dec 28, 2023 17:20 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 161 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-23-000091 · primary_doc.xml · nonDerivative · entry 1 Gephart LeeAnn · CIK 0001975581 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 279 Read SEC document |
| June 30, 2023 Filed Jun 30, 2023 14:11 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 118 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-23-000046 · primary_doc.xml · nonDerivative · entry 1 Gephart LeeAnn · CIK 0001975581 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118 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.