Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Princeton Bancorp, Inc.BPRN · Entity 5983 | Chief Operating Officer | March 30, 2026 | June 30, 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.
Princeton Bancorp, Inc.
Report date March 30, 2026 · Filed June 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom stockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 91 |
Reported balance
After 2026-03-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-30 · Other · Acquired 91 · Balance 91 F1: Acquired under the Princeton Bancorp, Inc. Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of Princeton Bancorp, Inc. common stock. The shares of phantom stock become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of employment. |
| Phantom stockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 152 |
Reported balance
After 2026-03-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-30 · Other · Acquired 61 · Balance 152 F1: Acquired under the Princeton Bancorp, Inc. Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of Princeton Bancorp, Inc. common stock. The shares of phantom stock become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of employment. |
| Phantom stockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 153 |
Reported balance
After 2026-05-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-28 · Other · Acquired 1 · Balance 153 F1: Acquired under the Princeton Bancorp, Inc. Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of Princeton Bancorp, Inc. common stock. The shares of phantom stock become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of employment. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired under the Princeton Bancorp, Inc. Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of Princeton Bancorp, Inc. common stock. The shares of phantom stock become payable, in cash or common stock, at the election of the reporting person, upon the reporting person's termination of employment.
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 |
|---|---|---|---|---|---|---|
| January 26, 2023 Filed Jan 30, 2023 23:32 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionCommon Stock | 1,919 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005544 · doc4.xml · nonDerivative · entry 1 O'Donnell Daniel J. · CIK 0001957234 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,327 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 · shares: Shares acquired pursuant to the vesting of the restricted stock unit award discussed in footnote 2. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 21:28 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | GrantRestricted Stock Units · Derivative | 7,023 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005257 · doc4.xml · derivative · entry 1 O'Donnell Daniel J. · CIK 0001957234 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,023 Underlying: Common Stock · 7,023 shares Expires 2026-01-25 F1 · shares: Restricted stock units convert into common stock on a one-for-one basis. On January 25, 2023, the reporting person was granted 7,023 restricted stock units, vesting in 1/3 installments over a 3 year period beginning on the first anniversary date of the grant. F1 · derivative.exercise_date: Restricted stock units convert into common stock on a one-for-one basis. On January 25, 2023, the reporting person was granted 7,023 restricted stock units, vesting in 1/3 installments over a 3 year period beginning on the first anniversary date of the grant. Read SEC document |
| January 22, 2023 Filed Jan 24, 2023 22:56 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionRestricted Stock Units · Derivative | 494 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004664 · doc4.xml · derivative · entry 2 O'Donnell Daniel J. · CIK 0001957234 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 494 shares Expires 2023-01-22 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. F2 · shares: Restricted stock units convert into common stock on a one-for-one basis. On January 22, 2020, the reporting person was granted 1,484 restricted stock units, vesting in 1/3 installments over a 3 year period beginning on the first anniversary date of the grant. Read SEC document |
| January 22, 2023 Filed Jan 24, 2023 22:56 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionCommon Stock | 494 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004664 · doc4.xml · nonDerivative · entry 1 O'Donnell Daniel J. · CIK 0001957234 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,408 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 · price: Shares acquired pursuant to the vesting of the restricted stock award discussed in footnote 2. 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.