Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS FINANCIAL SERVICES INCCZFS · Entity 5692 | Director | September 22, 2026 | September 22, 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 September 22, 2026 · Filed September 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON CLASSSEC Table I · non-derivative | Direct | 28,051.4652 |
Reported balance
After 2026-09-22 transaction · row 1
1 source rowRow 1 · 2026-09-22 · Gift · Disposed 40 · Balance 28,051.4652 |
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 |
|---|---|---|---|---|---|---|
| May 07, 2018 Filed May 7, 2018 18:10 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GiftCOMMON CLASS | 40 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-18-000027 · primary_doc.xml · nonDerivative · entry 1 LANDY R JOSEPH · CIK 0001215877 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,401.9499 Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 15:23 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GiftCOMMON CLASS | 383 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-18-000017 · primary_doc.xml · nonDerivative · entry 1 LANDY R JOSEPH · CIK 0001215877 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,441.9499 Read SEC document |
| February 02, 2018 Filed Feb 2, 2018 19:46 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GiftCOMMON CLASS | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-18-000003 · primary_doc.xml · nonDerivative · entry 2 LANDY R JOSEPH · CIK 0001215877 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,726.0517 Read SEC document |
| February 02, 2018 Filed Feb 2, 2018 19:46 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GiftCOMMON CLASS | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-18-000003 · primary_doc.xml · nonDerivative · entry 1 LANDY R JOSEPH · CIK 0001215877 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,746.0517 Read SEC document |
| December 18, 2017 Filed Dec 19, 2017 18:44 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GiftCOMMON CLASS | 123 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-17-000115 · primary_doc.xml · nonDerivative · entry 1 LANDY R JOSEPH · CIK 0001215877 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,996.0517 Read SEC document |
| September 11, 2017 Filed Sep 11, 2017 18:57 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GiftCOMMON CLASS | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-17-000098 · primary_doc.xml · nonDerivative · entry 1 LANDY R JOSEPH · CIK 0001215877 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,968.537 Read SEC document |
| August 14, 2017 Filed Aug 14, 2017 15:56 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GiftCOMMON CLASS | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-17-000095 · primary_doc.xml · nonDerivative · entry 1 LANDY R JOSEPH · CIK 0001215877 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,988.537 Read SEC document |
| June 30, 2017 Filed Jun 30, 2017 12:59 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 804.2717 | $54.50 | $43,832.81 |
DisclosureSEC source: 0000739421-17-000071 · primary_doc.xml · nonDerivative · entry 1 LANDY R JOSEPH · CIK 0001215877 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,899.7048 Read SEC document |
| May 11, 2017 Filed May 12, 2017 12:27 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-17-000037 · primary_doc.xml · nonDerivative · entry 1 LANDY R JOSEPH · CIK 0001215877 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,050.9886 Read SEC document |
| March 22, 2017 Filed Mar 22, 2017 19:55 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 100 | $53.00 | $5,300.00 |
DisclosureSEC source: 0000739421-17-000020 · primary_doc.xml · nonDerivative · entry 1 LANDY R JOSEPH · CIK 0001215877 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,793.2434 Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 16:32 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 130 | $52.50 | $6,825.00 |
DisclosureSEC source: 0000739421-17-000019 · primary_doc.xml · nonDerivative · entry 1 LANDY R JOSEPH · CIK 0001215877 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,693.2434 Read SEC document |
| March 03, 2017 Filed Mar 3, 2017 15:25 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GiftCOMMON CLASS | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-17-000008 · primary_doc.xml · nonDerivative · entry 1 LANDY R JOSEPH · CIK 0001215877 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,563.2434 Read SEC document |
| December 15, 2016 Filed Dec 15, 2016 12:10 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GiftCOMMON CLASS | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-16-000181 · primary_doc.xml · nonDerivative · entry 1 LANDY R JOSEPH · CIK 0001215877 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,451.6993 Read SEC document |
| October 31, 2016 Filed Oct 31, 2016 17:19 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GiftCOMMON CLASS | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-16-000177 · primary_doc.xml · nonDerivative · entry 1 LANDY R JOSEPH · CIK 0001215877 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,471.6993 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.