Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEOPLES FINANCIAL SERVICES CORP.PFIS · Entity 5235 | SR EVP/CHIEF BANKING 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 | 773 |
Reported balance
After 2026-06-26 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-06-26 · Grant · Acquired 773 · Balance 773 F2: Each restricted stock unit (RSU) represents a contingent right to receive one share of PFIS common stock. F5: On 6/26/2026, Mr. Koplin was granted 773 RSUs vesting in three annual installments beginning 3/11/2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 627 |
Reported balance
Holding disclosure · report date 2026-06-26 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 627 F2: Each restricted stock unit (RSU) represents a contingent right to receive one share of PFIS common stock. F3: On 3/28/2025, Mr. Koplin was granted 950 RSUs vesting in three annual installments beginning 3/11/2026. F4: 323 RSUs vested on 3/11/2026 leaving 314 RSUs to vest on 3/11/2027 and 313 RSUs to vest on 3/11/2028. |
| Common StockSEC Table I · non-derivative | Direct | 10,534.893 |
Reported balance
Holding disclosure · report date 2026-06-26 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 10,534.893 F1: This amount includes 183 shares of time-based restricted common stock and 10351.893 shares solely owned by Mr. Koplin which includes 119.577 shares acquired on 3/13/2026 under the Issuer's Dividend Reinvestment and Stock Purchase Plan (DRP) and 102.105 DRP shares acquired on 6/15/2026. |
| Common StockSEC Table I · non-derivative | IndirectIRA | 435.006 |
Reported balance
Holding disclosure · report date 2026-06-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 435.006 |
| Common StockSEC Table I · non-derivative | IndirectPSBT 401(k) Profit Sharing Plan | 409 |
Reported balance
Holding disclosure · report date 2026-06-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 409 |
Filing footnotes · ownership attribution and instrument terms
F1: This amount includes 183 shares of time-based restricted common stock and 10351.893 shares solely owned by Mr. Koplin which includes 119.577 shares acquired on 3/13/2026 under the Issuer's Dividend Reinvestment and Stock Purchase Plan (DRP) and 102.105 DRP shares acquired on 6/15/2026.
F2: Each restricted stock unit (RSU) represents a contingent right to receive one share of PFIS common stock.
F3: On 3/28/2025, Mr. Koplin was granted 950 RSUs vesting in three annual installments beginning 3/11/2026.
F4: 323 RSUs vested on 3/11/2026 leaving 314 RSUs to vest on 3/11/2027 and 313 RSUs to vest on 3/11/2028.
F5: On 6/26/2026, Mr. Koplin was granted 773 RSUs vesting in three annual installments beginning 3/11/2026.
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 15:25 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantRestricted Stock Units · Derivative | 773 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022108 · rdgdoc.xml · derivative · entry 5 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 773 Underlying: Common Stock · 773 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. Koplin was granted 773 RSUs vesting in three annual installments beginning 3/11/2026. F5 · derivative.expiration_date: On 6/26/2026, Mr. Koplin was granted 773 RSUs vesting in three annual installments beginning 3/11/2026. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:32 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Exercise / conversionRestricted Stock Unit · Derivative | 323 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-008237 · rdgdoc.xml · derivative · entry 5 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 627 Underlying: Common Stock · 323 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. Koplin was granted 950 RSUs vesting in three annual installments beginning 3/11/2026. F3 · derivative.expiration_date: On 3/28/2025, Mr. Koplin was granted 950 RSUs vesting in three annual installments beginning 3/11/2026. F4 · balance_after: 323 RSUs vested on 3/11/2026 leaving 314 RSUs to vest on 3/11/2027 and 313 RSUs to vest on 3/11/2028. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:32 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 233 | $51.80 | $12,069.40 |
DisclosureSEC source: 0001437749-26-008237 · rdgdoc.xml · nonDerivative · entry 2 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,711.211 F2 · balance_after: This amount includes 183 shares of time based restricted common stock solely owned by Mr. Koplin and 10,528.211 shares solely owned by Mr. Koplin. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:32 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Exercise / conversionCommon Stock | 323 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-008237 · rdgdoc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,944.211 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 21:30 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 989 | $53.60 | $53,010.40 |
DisclosureSEC source: 0001437749-26-006621 · rdgdoc.xml · nonDerivative · entry 2 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,621.211 F1 · balance_after: This amount includes 537 shares of time based restricted common stock solely owned by Mr. Koplin and 10,084.2110 shares solely owned by Mr. Koplin. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:30 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 2,488 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-006621 · rdgdoc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,610.211 Read SEC document |
| February 27, 2026 Filed Apr 10, 2026 20:26 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 558 | $53.60 | $29,908.80 |
DisclosureSEC source: 0001437749-26-012041 · rdgdoc.xml · nonDerivative · entry 2 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,223.211 F1 · shares: On March 3, 2026, the reporting person filed a Form 4 which inadvertently reported the vesting of 2,488 performance-based stock awards and 989 shares withheld for taxes. As reported in this amendment, 1,659 performance-based stock awards vested, and 558 shares were withheld for taxes. F2 · balance_after: This amount includes 537 shares of time based restricted common stock solely owned by Mr. Koplin and 9,686.2110 shares solely owned by Mr. Koplin. Read SEC document |
| February 27, 2026 Filed Apr 10, 2026 20:26 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,659 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-012041 · rdgdoc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,781.211 F1 · shares: On March 3, 2026, the reporting person filed a Form 4 which inadvertently reported the vesting of 2,488 performance-based stock awards and 989 shares withheld for taxes. As reported in this amendment, 1,659 performance-based stock awards vested, and 558 shares were withheld for taxes. Read SEC document |
| December 31, 2025 Filed Feb 13, 2026 20:33 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 40.0843 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-004076 · rdgdoc.xml · nonDerivative · entry 3 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · PSBT 401 (k) Profit Sharing Plan Disclosed balance after: 409 F3 · balance_after: This amount includes 39.5272 ESOP Stock Repurchase shares and 0.5571 ESOP Whole Share Reshuffle fractional share to Mr. Koplin'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 20:33 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 35.006 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-004076 · rdgdoc.xml · nonDerivative · entry 2 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 435.006 F2 · balance_after: This amount includes 12.8370 DRP shares acquired in 2015, 12.1630 DRP shares acquired in 2016, 4.9530 DRP shares acquired on 9/12/2025, and 5.0530 DRP shares acquired on 12/15/2025. Read SEC document |
| December 31, 2025 Filed Feb 13, 2026 20:33 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 301.403 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-004076 · rdgdoc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,122.211 F1 · balance_after: This amount includes 537 shares of time-based restricted common stock solely owned by Mr. Koplin; 8,585.2110 shares solely owned by Mr. Koplin which includes 104.8610 shares acquired on 6/13/2025 under the Issuer's Dividend Reinvestment and Stock Purchase Plan (DRP), 98.3500 shares acquired on 9/15/2025 under the DRP, and 98.1920 shares acquired on 12/15/2025 under DRP. Read SEC document |
| March 28, 2025 Filed Apr 1, 2025 21:43 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantRestricted Stock Units · Derivative | 949 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-010501 · rdgdoc.xml · derivative · entry 4 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 949 Underlying: COMMON STOCK · 949 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 21:43 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 104.002 | $46.49 | $4,834.90 |
DisclosureSEC source: 0001437749-25-010501 · rdgdoc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,820.808 F1 · balance_after: This amount includes 537 shares of time-based restricted common stock solely owned by Mr. Koplin and 8,283.808 shares solely owned by Mr. Koplin which includes 104.002 shares acquired in March 2025 under the Issuer's Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| March 28, 2025 Filed Apr 8, 2025 16:03 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantRestricted Stock Units · Derivative | 950 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-011333 · rdgdoc.xml · derivative · entry 4 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 950 Underlying: COMMON STOCK · 950 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 16:03 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 104.002 | $46.49 | $4,834.90 |
DisclosureSEC source: 0001437749-25-011333 · rdgdoc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,820.808 F1 · balance_after: This amount includes 537 shares of time-based restricted common stock solely owned by Mr. Koplin and 8,283.808 shares solely owned by Mr. Koplin which includes 104.002 shares acquired in March 2025 under the Issuer's Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 22:19 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 153 | $44.97 | $6,880.41 |
DisclosureSEC source: 0001437749-25-007573 · rdgdoc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,716.806 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 20:48 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 179 | $48.83 | $8,740.57 |
DisclosureSEC source: 0001437749-25-006066 · rdgdoc.xml · nonDerivative · entry 2 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,032.806 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 20:48 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 530 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-006066 · rdgdoc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,211.806 Read SEC document |
| December 31, 2024 Filed Feb 14, 2025 13:10 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 7.63 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-003823 · rdgdoc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · Employee Stock Ownership Plan Disclosed balance after: 368.9157 Read SEC document |
| March 11, 2024 Filed Mar 7, 2025 19:42 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 163 | $41.21 | $6,717.23 |
DisclosureSEC source: 0001437749-25-006614 · rdgdoc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · SR EVP/CHIEF BANKING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,869.806 Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 18:44 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-24-000030 · primary_doc.xml · nonDerivative · entry 3 KOPLIN NEAL D · CIK 0001627699 · Sr. EVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,333.821 Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 18:44 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 477 | $40.30 | $19,223.10 |
DisclosureSEC source: 0001056943-24-000030 · primary_doc.xml · nonDerivative · entry 2 KOPLIN NEAL D · CIK 0001627699 · Sr. EVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,783.821 Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 18:44 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-24-000030 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · Sr. EVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,260.821 Read SEC document |
| December 31, 2023 Filed Feb 14, 2024 16:05 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 23.2075 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-24-000024 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · Sr. EVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 361.2857 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 19:18 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 508 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-23-000041 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · EVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,727.745 F1 · balance_after: Balance includes adjustment for an aggregate of 111.136 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 16:06 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 125 | $47.20 | $5,900.00 |
DisclosureSEC source: 0001056943-23-000028 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · Sr EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,108.609 Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 15:07 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 488 | $49.40 | $24,107.20 |
DisclosureSEC source: 0001056943-23-000022 · primary_doc.xml · nonDerivative · entry 2 KOPLIN NEAL D · CIK 0001627699 · Sr EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,233.609 Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 15:07 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-23-000022 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · Sr EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,721.609 Read SEC document |
| December 31, 2022 Filed Feb 13, 2023 19:18 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 32.1941 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-23-000017 · primary_doc.xml · nonDerivative · entry 3 KOPLIN NEAL D · CIK 0001627699 · Sr EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 338.0782 F2 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| March 26, 2022 Filed Feb 13, 2023 19:18 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 39 | $51.02 | $1,989.78 |
DisclosureSEC source: 0001056943-23-000017 · primary_doc.xml · nonDerivative · entry 2 KOPLIN NEAL D · CIK 0001627699 · Sr EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,273.609 F1 · balance_after: Balance includes adjustment for an aggregate of 149.737 shares acquired by the reporting person through dividend reinvestment under the Issuer's Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| March 11, 2022 Filed Feb 13, 2023 19:18 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 75 | $48.20 | $3,615.00 |
DisclosureSEC source: 0001056943-23-000017 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · Sr EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,162.872 Read SEC document |
| February 24, 2022 Filed Feb 25, 2022 19:40 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 454 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-22-000025 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · Sr EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,322.872 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:14 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 533 | $47.86 | $25,509.38 |
DisclosureSEC source: 0001056943-22-000030 · primary_doc.xml · nonDerivative · entry 2 KOPLIN NEAL D · CIK 0001627699 · Sr EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,237.872 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:14 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-22-000030 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · Sr EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,770.872 Read SEC document |
| December 31, 2021 Filed Feb 11, 2022 16:10 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 27.8368 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-22-000017 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · Sr EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 305.8841 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| April 11, 2021 Filed May 7, 2021 16:31 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 36 | $41.56 | $1,496.16 |
DisclosureSEC source: 0001056943-21-000026 · primary_doc.xml · nonDerivative · entry 3 KOPLIN NEAL D · CIK 0001627699 · SEVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,776 Read SEC document |
| March 26, 2021 Filed May 7, 2021 16:31 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 37 | $42.95 | $1,589.15 |
DisclosureSEC source: 0001056943-21-000026 · primary_doc.xml · nonDerivative · entry 2 KOPLIN NEAL D · CIK 0001627699 · SEVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,812.004 F1 · balance_after: Balance includes adjustment for an aggregate of 21.229 shares acquired by the reporting person through dividend reinvestment under the Issuer's Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| March 11, 2021 Filed May 7, 2021 16:31 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 37 | $46.21 | $1,709.77 |
DisclosureSEC source: 0001056943-21-000026 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · SEVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,827.775 Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 16:28 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 412 | $42.51 | $17,514.12 |
DisclosureSEC source: 0001056943-21-000014 · primary_doc.xml · nonDerivative · entry 2 KOPLIN NEAL D · CIK 0001627699 · SEVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,405.775 Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 16:28 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-21-000014 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · SEVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,817.775 Read SEC document |
| February 25, 2021 Filed Mar 2, 2021 18:45 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 459 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-21-000020 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · SEVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,864.775 Read SEC document |
| December 31, 2020 Filed Feb 11, 2021 16:52 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 7.8095 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-21-000009 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · SEVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 278.0473 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 19:44 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 430 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-20-000027 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · Sr EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,620.704 Read SEC document |
| February 27, 2020 Filed Mar 9, 2020 18:37 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 414 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-20-000034 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · Sr.EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,604.704 F1 · shares: To correct the calculation of shares subject to the award. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 19:24 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 537 | $48.43 | $26,006.91 |
DisclosureSEC source: 0001056943-20-000007 · primary_doc.xml · nonDerivative · entry 2 KOPLIN NEAL D · CIK 0001627699 · Sr. EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,155.724 Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 19:24 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,414 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-20-000007 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · Sr. EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,692.724 Read SEC document |
| January 30, 2020 Filed Jul 14, 2020 17:16 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 400 | $48.43 | $19,372.00 |
DisclosureSEC source: 0001056943-20-000048 · primary_doc.xml · nonDerivative · entry 2 KOPLIN NEAL D · CIK 0001627699 · Sr. EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,151.724 F2 · shares: To correct calculation of shares for tax withholding. Read SEC document |
| January 30, 2020 Filed Jul 14, 2020 17:16 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,273 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-20-000048 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · Sr. EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,551.724 F1 · shares: To correct calculation of shares. Read SEC document |
| December 31, 2019 Filed Feb 12, 2020 15:23 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 60.2556 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-20-000013 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · Sr.EVP, Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 270.2378 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 20:56 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 414 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-19-000023 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · EVP, Lehigh Valley Div Head 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,278.724 F1 · balance_after: Includes shares that were reported as separate holdings in previous filings. 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.