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 |
|---|---|---|---|---|---|---|
| December 31, 2018 Filed Feb 12, 2019 19:55 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 80.2484 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-19-000013 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · EVP, Lehigh Valley Div Head 10b5-1 filing: Not disclosed Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 209.9822 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Option Plan. Read SEC document |
| April 11, 2018 Filed Apr 30, 2018 18:18 UTC | PEOPLES FINANCIAL SERVICES CORP. pfis · Entity 5235 | GrantCommon Stock | 404 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-18-000021 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · EVP, Lehigh Valley Div Head 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock Award, Grant date 4/11/2018 Disclosed balance after: 404 F1 · kind: This stock award vests in 3 equal tranches beginning April 11, 2019. Read SEC document |
| December 31, 2017 Filed Feb 13, 2018 14:17 UTC | PEOPLES FINANCIAL SERVICES CORP. pfis · Entity 5235 | OtherCommon Stock | 60.6568 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-18-000013 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · EVP, Lehigh Valley Div Head 10b5-1 filing: Not disclosed Ownership: Indirect · PSB&T Employee Stock Ownership Plan Disclosed balance after: 129.7338 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| March 13, 2017 Filed Mar 16, 2017 21:01 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 373 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-17-000017 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · EVP, Lehigh Valley Div Head 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock Award Disclosed balance after: 373 F1 · kind: This stock award vests in 3 equal annual tranches beginning on March 13, 2018. Read SEC document |
| March 13, 2017 Filed Mar 17, 2017 18:59 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 448 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-17-000019 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · EVP, Lehigh Valley Div Head 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock Award Disclosed balance after: 448 F1 · kind: This stock award vests in 3 equal annual tranches beginning on March 13, 2018. Read SEC document |
| December 31, 2016 Filed Feb 8, 2017 19:40 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stocl | 66.7752 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-17-000009 · primary_doc.xml · nonDerivative · entry 1 KOPLIN NEAL D · CIK 0001627699 · EVP, Lehigh Valley Div Head 10b5-1 filing: Not disclosed Ownership: Indirect · PSB&T Employee Stock Ownership Plan Disclosed balance after: 69.077 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.