Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEOPLES FINANCIAL SERVICES CORP.PFIS · Entity 5235 | EVP/CHIEF HUMAN RESOURCES OFF | 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 | 610 |
Reported balance
After 2026-06-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-26 · Grant · Acquired 610 · Balance 610 F2: Each restricted stock unit (RSU) represents a contingent right to receive one share of PFIS common stock. F5: On 6/26/2026, Ms. Vieney was granted 610 RSUs vesting in three annual installments beginning 6/26/2027. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 182 |
Reported balance
Holding disclosure · report date 2026-06-26 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 182 F2: Each restricted stock unit (RSU) represents a contingent right to receive one share of PFIS common stock. F3: On 3/28/2025, Ms. Vieney was granted 277 RSUs vesting in three annual installments beginning 3/11/2026. F4: 95 RSUs vested on 3/11/2026 leaving 92 RSUs to vest on 3/11/2027 and 90 RSUs to vest on 3/11/2028. |
| Common StockSEC Table I · non-derivative | Direct | 621.472 |
Reported balance
Holding disclosure · report date 2026-06-26 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 621.472 F1: This amount includes 53 shares of restricted stock and 568.4720 shares solely owned by Ms. Vieney which includes 6.8070 shares acquired on 3/13/2026 under the Issuer's Dividend Reinvestment and Stock Purchase Plan (DRP) and 5.6070 DRP shares acquired on 6/15/2026. |
Filing footnotes · ownership attribution and instrument terms
F1: This amount includes 53 shares of restricted stock and 568.4720 shares solely owned by Ms. Vieney which includes 6.8070 shares acquired on 3/13/2026 under the Issuer's Dividend Reinvestment and Stock Purchase Plan (DRP) and 5.6070 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, Ms. Vieney was granted 277 RSUs vesting in three annual installments beginning 3/11/2026.
F4: 95 RSUs vested on 3/11/2026 leaving 92 RSUs to vest on 3/11/2027 and 90 RSUs to vest on 3/11/2028.
F5: On 6/26/2026, Ms. Vieney was granted 610 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 15:27 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantRestricted Stock Units · Derivative | 610 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022109 · rdgdoc.xml · derivative · entry 3 VIENEY AMY · CIK 0002030454 · EVP/CHIEF HUMAN RESOURCES OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 610 Underlying: Common Stock · 610 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, Ms. Vieney was granted 610 RSUs vesting in three annual installments beginning 6/26/2027. F5 · derivative.expiration_date: On 6/26/2026, Ms. Vieney was granted 610 RSUs vesting in three annual installments beginning 6/26/2027. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:34 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Exercise / conversionRestricted Stock Unit · Derivative | 95 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-008240 · rdgdoc.xml · derivative · entry 3 VIENEY AMY · CIK 0002030454 · EVP/CHIEF HUMAN RESOURCES OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182 Underlying: Common Stock · 95 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, Ms. Vieney was granted 277 RSUs vesting in three annual installments beginning 3/11/2026. F3 · derivative.expiration_date: On 3/28/2025, Ms. Vieney was granted 277 RSUs vesting in three annual installments beginning 3/11/2026. F4 · balance_after: 95 RSUs vested on 3/11/2026 leaving 92 RSUs to vest on 3/11/2027 and 90 RSUs to vest on 3/11/2028. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:34 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 66 | $51.80 | $3,418.80 |
DisclosureSEC source: 0001437749-26-008240 · rdgdoc.xml · nonDerivative · entry 2 VIENEY AMY · CIK 0002030454 · EVP/CHIEF HUMAN RESOURCES OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 758.058 F2 · balance_after: This amount includes 53 shares of time based restricted common stock solely owned by Ms. Vieney and 705.0580 shares solely owned by Ms. Vieney. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 20:34 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Exercise / conversionCommon Stock | 95 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-008240 · rdgdoc.xml · nonDerivative · entry 1 VIENEY AMY · CIK 0002030454 · EVP/CHIEF HUMAN RESOURCES OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 824.058 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 21:42 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 238 | $53.60 | $12,756.80 |
DisclosureSEC source: 0001437749-26-006638 · rdgdoc.xml · nonDerivative · entry 2 VIENEY AMY · CIK 0002030454 · EVP/CHIEF HUMAN RESOURCES OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 729.058 F1 · balance_after: This amount includes 155 shares of time based restricted common stock solely owned by Ms. Vieney and 574.0580 shares solely owned by Ms. Vieney. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:42 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 706 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-006638 · rdgdoc.xml · nonDerivative · entry 1 VIENEY AMY · CIK 0002030454 · EVP/CHIEF HUMAN RESOURCES OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 967.058 Read SEC document |
| February 27, 2026 Filed Apr 10, 2026 20:24 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 152 | $53.60 | $8,147.20 |
DisclosureSEC source: 0001437749-26-012039 · rdgdoc.xml · nonDerivative · entry 2 VIENEY AMY · CIK 0002030454 · EVP/CHIEF HUMAN RESOURCES OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 580.058 F1 · shares: On March 3, 2026, the reporting person filed a Form 4 which inadvertently reported the vesting of 706 performance-based stock awards and 238 shares withheld for taxes. As reported in this amendment, 471 performance-based stock awards vested and 152 shares were withheld for taxes. F2 · balance_after: This amount includes 155 shares of time based restricted common stock solely owned by Ms. Vieney and 425.0580 shares solely owned by Ms. Vieney. Read SEC document |
| February 27, 2026 Filed Apr 10, 2026 20:24 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 471 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-012039 · rdgdoc.xml · nonDerivative · entry 1 VIENEY AMY · CIK 0002030454 · EVP/CHIEF HUMAN RESOURCES OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 732.058 F1 · shares: On March 3, 2026, the reporting person filed a Form 4 which inadvertently reported the vesting of 706 performance-based stock awards and 238 shares withheld for taxes. As reported in this amendment, 471 performance-based stock awards vested and 152 shares were withheld for taxes. Read SEC document |
| December 31, 2025 Filed Feb 13, 2026 20:30 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 0.0724 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-004073 · rdgdoc.xml · nonDerivative · entry 2 VIENEY AMY · CIK 0002030454 · SVP/CHIEF HUMAN RESOURCES OFF 10b5-1 filing: No plan indicated Ownership: Indirect · PSBT 401(k) Profit Sharing Plan Disclosed balance after: 0 F2 · balance_after: This amount includes .0724 ESOP Stock Repurchase fractional share acquired and the disposition of 0.2435 Whole Share Reshuffle fractional share from Ms. Vieney's Employee Stock Ownership Plan (ESOP) thereby leaving no remaining Peoples Financial Services Corp. shares in the 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 20:30 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 3.724 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-004073 · rdgdoc.xml · nonDerivative · entry 1 VIENEY AMY · CIK 0002030454 · SVP/CHIEF HUMAN RESOURCES OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 261.058 F1 · balance_after: This amount includes 155 shares of time-based restricted common stock solely owned by Ms. Vieney and 106.058 shares solely owned by Ms. Vieney which includes 1.296 shares acquired on 6/13/2025 under the Issuer's Dividend and Reinvestment Stock Purchase Plan (DRP), 1.215 DRP shares acquired on 9/15/2025, and 1.213 DRP shares acquired on 12/15/2025. Read SEC document |
| March 28, 2025 Filed Apr 1, 2025 21:55 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantRestricted Stock Units · Derivative | 276 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-010508 · rdgdoc.xml · derivative · entry 3 VIENEY AMY · CIK 0002030454 · SVP/CHIEF HUMAN RESOURCES OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276 Underlying: COMMON STOCK · 276 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 21:55 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 0.476 | $46.49 | $22.13 |
DisclosureSEC source: 0001437749-25-010508 · rdgdoc.xml · nonDerivative · entry 1 VIENEY AMY · CIK 0002030454 · SVP/CHIEF HUMAN RESOURCES OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 257.334 F1 · balance_after: This amount includes 155 shares of time-based restricted common stock solely owned by Ms. Vieney and 102.334 shares solely owned by Ms. Vieney which includes 0.476 shares acquired in March 2025 under the Issuer's Dividend and Reinvestment Stock Purchase Plan. Read SEC document |
| March 28, 2025 Filed Apr 8, 2025 16:15 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantRestricted Stock Units · Derivative | 277 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-011338 · rdgdoc.xml · derivative · entry 3 VIENEY AMY · CIK 0002030454 · SVP/CHIEF HUMAN RESOURCES OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 277 Underlying: COMMON STOCK · 277 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 16:15 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 0.476 | $46.49 | $22.13 |
DisclosureSEC source: 0001437749-25-011338 · rdgdoc.xml · nonDerivative · entry 1 VIENEY AMY · CIK 0002030454 · SVP/CHIEF HUMAN RESOURCES OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 257.334 F1 · balance_after: This amount includes 155 shares of time-based restricted common stock solely owned by Ms. Vieney and 102.334 shares solely owned by Ms. Vieney which includes 0.476 shares acquired in March 2025 under the Issuer's Dividend and Reinvestment Stock Purchase Plan. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 22:16 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 35 | $44.97 | $1,573.95 |
DisclosureSEC source: 0001437749-25-007572 · rdgdoc.xml · nonDerivative · entry 1 VIENEY AMY · CIK 0002030454 · SVP/CHIEF HUMAN RESOURCES OFF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256.858 Read SEC document |
| December 31, 2024 Filed Feb 14, 2025 13:03 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 0.1195 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-003816 · rdgdoc.xml · nonDerivative · entry 1 VIENEY AMY · CIK 0002030454 · SVP/CHIEF HUMAN RESOURCES OFF 10b5-1 filing: No plan indicated Ownership: Indirect · By Employee Stock Ownership Plan Disclosed balance after: 0.1703 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.