Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEOPLES FINANCIAL SERVICES CORP.PFIS · Entity 5235 | EVP/CHIEF OPERATING OFFICER | June 26, 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.
PEOPLES FINANCIAL SERVICES CORP.
Report date June 26, 2026 · Filed June 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 673 |
Reported balance
After 2026-06-26 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-06-26 · Grant · Acquired 673 · Balance 673 F2: Each restricted stock unit (RSU) represents a contingent right to receive one share of PFIS common stock. F5: On 6/26/2026, Mr. Anderson was granted 673 RSUs vesting in three annual installments beginning 6/26/2027. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 571 |
Reported balance
Holding disclosure · report date 2026-06-26 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 571 F2: Each restricted stock unit (RSU) represents a contingent right to receive one share of PFIS common stock. F3: On 3/28/2025, Mr. Anderson was granted 866 RSUs vesting in three annual installments beginning 3/11/2026. F4: 295 RSUs vested on 3/11/2026 leaving 286 RSUs to vest on 3/11/2027 and 285 RSUs to vest on 3/11/2028. |
| Common StockSEC Table I · non-derivative | Direct | 6,551.378 |
Reported balance
Holding disclosure · report date 2026-06-26 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 6,551.378 F1: This amount includes 167 shares of time-based restricted common stock and 6,344.378 shares solely owned by Mr. Anderson which includes 73.053 shares acquired on 3/13/2026 under the Issuer's Dividend Reinvestment Stock Purchase Plan (DRP) and 62.577 DRP shares acquired on 6/15/2026, and 40 shares held jointly with his spouse. |
| Common StockSEC Table I · non-derivative | IndirectPSBT 401(k) Profit Sharing Plan | 1,880 |
Reported balance
Holding disclosure · report date 2026-06-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,880 |
Filing footnotes · ownership attribution and instrument terms
F1: This amount includes 167 shares of time-based restricted common stock and 6,344.378 shares solely owned by Mr. Anderson which includes 73.053 shares acquired on 3/13/2026 under the Issuer's Dividend Reinvestment Stock Purchase Plan (DRP) and 62.577 DRP shares acquired on 6/15/2026, and 40 shares held jointly with his spouse.
F2: Each restricted stock unit (RSU) represents a contingent right to receive one share of PFIS common stock.
F3: On 3/28/2025, Mr. Anderson was granted 866 RSUs vesting in three annual installments beginning 3/11/2026.
F4: 295 RSUs vested on 3/11/2026 leaving 286 RSUs to vest on 3/11/2027 and 285 RSUs to vest on 3/11/2028.
F5: On 6/26/2026, Mr. Anderson was granted 673 RSUs vesting in three annual installments beginning 6/26/2027.
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 |
|---|---|---|---|---|---|---|
| June 26, 2026 Filed Jun 30, 2026 15:20 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantRestricted Stock Units · Derivative | 673 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022103 · rdgdoc.xml · derivative · entry 4 ANDERSON JOHN R III · CIK 0001262459 · EVP/CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 673 Underlying: Common Stock · 673 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit (RSU) represents a contingent right to receive one share of PFIS common stock. F5 · derivative.exercise_date: On 6/26/2026, Mr. Anderson was granted 673 RSUs vesting in three annual installments beginning 6/26/2027. F5 · derivative.expiration_date: On 6/26/2026, Mr. Anderson was granted 673 RSUs vesting in three annual installments beginning 6/26/2027. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:31 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Exercise / conversionRestricted Stock Unit · Derivative | 295 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-008236 · rdgdoc.xml · derivative · entry 4 ANDERSON JOHN R III · CIK 0001262459 · EVP/CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 571 Underlying: Common Stock · 295 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: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On 3/28/2025, Mr. Anderson was granted 866 RSUs vesting in three annual installments beginning 3/11/2026. F3 · derivative.expiration_date: On 3/28/2025, Mr. Anderson was granted 866 RSUs vesting in three annual installments beginning 3/11/2026. F4 · balance_after: 295 RSUs vested on 3/11/2026 leaving 286 RSUs to vest on 3/11/2027 and 285 RSUs to vest on 3/11/2028. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:31 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 189 | $51.80 | $9,790.20 |
DisclosureSEC source: 0001437749-26-008236 · rdgdoc.xml · nonDerivative · entry 2 ANDERSON JOHN R III · CIK 0001262459 · EVP/CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,790.748 F2 · balance_after: This amount includes 167 shares of time based restricted common stock solely owned by Mr. Anderson, 6,583.748 shares solely owned by Mr. Anderson, and 40 shares held jointly with his spouse. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:31 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Exercise / conversionCommon Stock | 295 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-008236 · rdgdoc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP/CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,979.748 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: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:28 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 791 | $53.60 | $42,397.60 |
DisclosureSEC source: 0001437749-26-006615 · rdgdoc.xml · nonDerivative · entry 2 ANDERSON JOHN R III · CIK 0001262459 · EVP/CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,684.748 F1 · balance_after: This amount includes 484 shares of time based restricted common stock solely owned by Mr. Anderson, 6,160.748 shares solely owned by Mr. Anderson, and 40 shares held jointly with his spouse. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:28 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 2,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-006615 · rdgdoc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP/CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,475.748 Read SEC document |
| February 27, 2026 Filed Apr 10, 2026 19:53 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 438 | $53.60 | $23,476.80 |
DisclosureSEC source: 0001437749-26-012012 · rdgdoc.xml · nonDerivative · entry 2 ANDERSON JOHN R III · CIK 0001262459 · EVP/CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,309.748 F1 · shares: On March 3, 2026, the reporting person filed a Form 4 which inadvertently reported the vesting of 2,188 performance-based stock awards and 791 shares withheld for taxes. As reported in this amendment, 1,460 performance-based stock awards vested and 438 shares were withheld for taxes. F2 · balance_after: This amount includes 484 shares of time based restricted common stock solely owned by Mr. Anderson, 5,785.748 shares solely owned by Mr. Anderson, and 40 shares held jointly with his spouse. Read SEC document |
| February 27, 2026 Filed Apr 10, 2026 19:53 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-012012 · rdgdoc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP/CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,747.748 F1 · shares: On March 3, 2026, the reporting person filed a Form 4 which inadvertently reported the vesting of 2,188 performance-based stock awards and 791 shares withheld for taxes. As reported in this amendment, 1,460 performance-based stock awards vested and 438 shares were withheld for taxes. Read SEC document |
| December 31, 2025 Filed Feb 13, 2026 20:46 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 172.3608 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-004092 · rdgdoc.xml · nonDerivative · entry 2 ANDERSON JOHN R III · CIK 0001262459 · EVP/CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · PSBT 401(k) Profit Sharing Plan Disclosed balance after: 1,880 F2 · balance_after: This amount includes 171.0506 ESOP Stock Repurchase shares and 1.3102 Whole Share Reshuffle shares to Mr. Anderson's Employee Stock Ownership Plan (ESOP). The ESOP merged into the Peoples Security Bank 401(k) Profit Sharing Plan effective October 15, 2025. Read SEC document |
| December 31, 2025 Filed Feb 13, 2026 20:46 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 167.243 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-004092 · rdgdoc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP/CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,287.748 F1 · balance_after: This amount includes 484 shares of time-based restricted common stock solely owned by Mr. Anderson; 4,763.748 shares solely owned by Mr. Anderson which includes 58.1850 shares acquired on 6/13/2025 under the Issuer's Dividend Reinvestment and Stock Purchase Plan (DRP), 54.5730 shares acquired on 9/15/2025 under the DRP, and 54.4850 shares acquired on 12/15/2025 under the DRP; and 40 shares held jointly with his spouse. Read SEC document |
| March 28, 2025 Filed Apr 1, 2025 21:57 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantRestricted Stock Units · Derivative | 865 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-010509 · rdgdoc.xml · derivative · entry 3 ANDERSON JOHN R III · CIK 0001262459 · EVP/CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 865 Underlying: COMMON STOCK · 865 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PFIS common stock. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning March 11, 2026. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning March 11, 2026. Read SEC document |
| March 28, 2025 Filed Apr 1, 2025 21:57 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 56.545 | $46.49 | $2,628.69 |
DisclosureSEC source: 0001437749-25-010509 · rdgdoc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP/CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,120.505 F1 · balance_after: This amount includes 484 shares of time-based restricted common stock solely owned by Mr. Anderson; 4,596.505 shares solely owned by Mr. Anderson and includes 56.545 shares acquired in March 2025 under the Issuer's Dividend and Reinvestment Stock Purchase Plan, and 40 shares held jointly with his spouse. Read SEC document |
| March 28, 2025 Filed Apr 8, 2025 16:09 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantRestricted Stock Units · Derivative | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-011335 · rdgdoc.xml · derivative · entry 3 ANDERSON JOHN R III · CIK 0001262459 · EVP/CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 866 Underlying: COMMON STOCK · 866 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of PFIS common stock. F3 · shares: Adjusted number of restricted stock units due to a calculation error. F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning March 11, 2026. F4 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning March 11, 2026. Read SEC document |
| March 28, 2025 Filed Apr 8, 2025 16:09 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 56.545 | $46.49 | $2,628.69 |
DisclosureSEC source: 0001437749-25-011335 · rdgdoc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP/CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,120.505 F1 · balance_after: This amount includes 484 shares of time-based restricted common stock solely owned by Mr. Anderson; 4,596.505 shares solely owned by Mr. Anderson and includes 56.545 shares acquired in March 2025 under the Issuer's Dividend and Reinvestment Stock Purchase Plan, and 40 shares held jointly with his spouse. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 22:27 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 163 | $44.97 | $7,330.11 |
DisclosureSEC source: 0001437749-25-007581 · rdgdoc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP/CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,063.96 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 20:03 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 165 | $48.83 | $8,056.95 |
DisclosureSEC source: 0001437749-25-006062 · rdgdoc.xml · nonDerivative · entry 2 ANDERSON JOHN R III · CIK 0001262459 · EVP/CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,377.96 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 20:03 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 458 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-006062 · rdgdoc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP/CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,542.96 Read SEC document |
| December 31, 2024 Filed Feb 14, 2025 21:37 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 29.6174 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-004024 · rdgdoc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP/CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 1,707.6392 Read SEC document |
| March 11, 2024 Filed Mar 7, 2025 20:27 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 151 | $41.21 | $6,222.71 |
DisclosureSEC source: 0001437749-25-006630 · rdgdoc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP/CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,226.96 Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 16:37 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 502 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-24-000026 · primary_doc.xml · nonDerivative · entry 3 ANDERSON JOHN R III · CIK 0001262459 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,893.882 Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 16:37 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 471 | $40.30 | $18,981.30 |
DisclosureSEC source: 0001056943-24-000026 · primary_doc.xml · nonDerivative · entry 2 ANDERSON JOHN R III · CIK 0001262459 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,391.882 Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 16:37 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-24-000026 · primary_doc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,862.882 Read SEC document |
| December 31, 2023 Filed Feb 14, 2024 15:09 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 61.9314 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-24-000019 · primary_doc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 1,678.0218 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| June 29, 2023 Filed Jun 30, 2023 18:53 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 446 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-23-000037 · primary_doc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,497.656 F1 · balance_after: Balance includes adjustment for an aggregate of 55.76 shares acquired by the reporting person through dividend reinvestment under the Issuer's Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| March 11, 2023 Filed Mar 14, 2023 15:45 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 116 | $47.20 | $5,475.20 |
DisclosureSEC source: 0001056943-23-000025 · primary_doc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,995.896 Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 14:24 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 450 | $49.40 | $22,230.00 |
DisclosureSEC source: 0001056943-23-000019 · primary_doc.xml · nonDerivative · entry 2 ANDERSON JOHN R III · CIK 0001262459 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,111.896 Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 14:24 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-23-000019 · primary_doc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,561.896 Read SEC document |
| December 31, 2022 Filed Feb 13, 2023 17:42 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 80.9564 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-23-000014 · primary_doc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 1,616.0904 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| February 24, 2022 Filed Feb 25, 2022 19:13 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 392 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-22-000022 · primary_doc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,586.257 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 20:54 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 431 | $47.86 | $20,627.66 |
DisclosureSEC source: 0001056943-22-000028 · primary_doc.xml · nonDerivative · entry 2 ANDERSON JOHN R III · CIK 0001262459 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,255.257 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 20:54 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-22-000028 · primary_doc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,686.257 Read SEC document |
| December 31, 2021 Filed Feb 11, 2022 15:47 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 76.2976 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-22-000014 · primary_doc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 1,535.134 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| February 25, 2021 Filed Mar 2, 2021 17:41 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 423 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-21-000017 · primary_doc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,161.055 Read SEC document |
| December 31, 2020 Filed Feb 12, 2021 12:54 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 49.7098 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-21-000011 · primary_doc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 1,458.8364 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 20:12 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 356 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-20-000030 · primary_doc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 715.504 Read SEC document |
| December 31, 2019 Filed Feb 13, 2020 16:54 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 64.6651 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-20-000016 · primary_doc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 1,409.1266 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| March 26, 2019 Filed May 7, 2019 20:40 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 315 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-19-000022 · primary_doc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355 Read SEC document |
| December 31, 2018 Filed Feb 12, 2019 13:54 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 99.825 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-19-000006 · primary_doc.xml · nonDerivative · entry 1 ANDERSON JOHN R III · CIK 0001262459 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 1,344.4615 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| December 31, 2017 Filed Feb 8, 2018 20:27 UTC | PEOPLES FINANCIAL SERVICES CORP. pfis · Entity 5235 | OtherCommon Stock | 62.379 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-18-000005 · primary_doc.xml · nonDerivative · entry 2 ANDERSON JOHN R III · CIK 0001262459 · SVP, Int Prin Accting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · PSB&T Employee Stock Ownership Plan Disclosed balance after: 1,244.6365 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| December 31, 2016 Filed Feb 14, 2017 21:34 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 59.005 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-17-000015 · primary_doc.xml · nonDerivative · entry 2 ANDERSON JOHN R III · CIK 0001262459 · SVP,Int Prin Accting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · PSB&T Employee Stock Ownership Plan Disclosed balance after: 1,182.2575 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. 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.