Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS FINANCIAL SERVICES INCCZFS · Entity 5692 | EXECUTIVE VICE PRESIDENT | June 25, 2026 | June 26, 2026 |
| Northwest Bancshares, Inc.NWBI · Entity 4434 | SVP, Controller | May 25, 2021 | May 26, 2021 |
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.
CITIZENS FINANCIAL SERVICES INC
Report date June 25, 2026 · Filed June 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON CLASSSEC Table I · non-derivative | Direct | 2,010 |
Reported balance
After 2026-06-25 transaction · row 1
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 336 · Balance 2,010 |
| COMMON CLASSSEC Table I · non-derivative | IndirectSAME HOUSEHOLD | 12 |
Reported balance
Holding disclosure · report date 2026-06-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12 |
Northwest Bancshares, Inc.
Report date May 25, 2021 · Filed May 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Northwest Bancshares, Inc. Common StockSEC Table I · non-derivative | Direct | 9,556.585 |
Reported balance
After 2021-05-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-05-25 · Grant · Acquired 3,830 · Balance 9,556.585 F1: One fifth of this grant of RRP shares will vest each year beginning May 25, 2021 and on each May 25th thereafter through May 25, 2025. F2: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.68 · Expires 2031-05-25 | Direct | 8,160 |
Reported balance
After 2021-05-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-05-25 · Grant · Acquired 8,160 · Balance 8,160 F3: One fifth of this grant of stock options will vest each year beginning May 25, 2021 and on each May 25th thereafter through May 25, 2025. |
| Northwest Bancshares, Inc. Common StockSEC Table I · non-derivative | Indirect401-K | 171.9031 |
Reported balance
Holding disclosure · report date 2021-05-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 171.9031 F2: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: One fifth of this grant of RRP shares will vest each year beginning May 25, 2021 and on each May 25th thereafter through May 25, 2025.
F2: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
F3: One fifth of this grant of stock options will vest each year beginning May 25, 2021 and on each May 25th thereafter through May 25, 2025.
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 25, 2026 Filed Jun 26, 2026 13:28 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 336 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-26-000061 · primary_doc.xml · nonDerivative · entry 1 White Jeffrey R · CIK 0001772003 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,010 Read SEC document |
| June 27, 2025 Filed Jun 27, 2025 12:19 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 16 | $60.42 | $966.72 |
DisclosureSEC source: 0000739421-25-000073 · primary_doc.xml · nonDerivative · entry 1 White Jeffrey R · CIK 0001772003 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,674 Read SEC document |
| May 21, 2025 Filed May 22, 2025 15:17 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 141 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-25-000049 · primary_doc.xml · nonDerivative · entry 1 White Jeffrey R · CIK 0001772003 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,658 Read SEC document |
| August 19, 2024 Filed Aug 21, 2024 14:36 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 1,517 | $49.43 | $74,985.31 |
DisclosureSEC source: 0000739421-24-000083 · primary_doc.xml · nonDerivative · entry 1 White Jeffrey R · CIK 0001772003 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,517 Read SEC document |
| May 25, 2021 Filed May 26, 2021 18:02 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantStock Options (Right to Buy) · Derivative | 8,160 | $13.68 Strike: $13.68 | $111,628.80 |
DisclosureSEC source: 0001471265-21-000079 · wf-form4_162205211177450.xml · derivative · entry 3 White Jeffrey R · CIK 0001772003 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,160 Underlying: Northwest Bancshares, Inc. Common Stock · 8,160 shares Expires 2031-05-25 F3 · shares: One fifth of this grant of stock options will vest each year beginning May 25, 2021 and on each May 25th thereafter through May 25, 2025. Read SEC document |
| May 25, 2021 Filed May 26, 2021 18:02 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 3,830 | $13.68 | $52,394.40 |
DisclosureSEC source: 0001471265-21-000079 · wf-form4_162205211177450.xml · nonDerivative · entry 1 White Jeffrey R · CIK 0001772003 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,556.585 F1 · shares: One fifth of this grant of RRP shares will vest each year beginning May 25, 2021 and on each May 25th thereafter through May 25, 2025. F2 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| May 20, 2020 Filed May 21, 2020 18:27 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantStock Options (Right to Buy) · Derivative | 6,936 | $9.71 Strike: $9.71 | $67,348.56 |
DisclosureSEC source: 0001471265-20-000063 · wf-form4_159008564289151.xml · derivative · entry 3 White Jeffrey R · CIK 0001772003 · SVP Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,936 Underlying: Northwest Bancshares, Inc. Common Stock · 6,936 shares Expires 2030-05-20 F3 · shares: One seventh of this grant of stock options will vest each year beginning May 20, 2020 and on each May 20th thereafter through May 20, 2026. Read SEC document |
| May 20, 2020 Filed May 21, 2020 18:27 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. Common Stock | 3,256 | $9.71 | $31,615.76 |
DisclosureSEC source: 0001471265-20-000063 · wf-form4_159008564289151.xml · nonDerivative · entry 1 White Jeffrey R · CIK 0001772003 · SVP Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,694.135 F1 · shares: One seventh of this grant of RRP shares will vest each year beginning May 20, 2020 and on each May 20th thereafter through May 20, 2026. Read SEC document |
| May 18, 2020 Filed May 19, 2020 14:29 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | PurchaseNorthwest Bancshares, Inc. Common Stock | 518.135 | $9.65 | $5,000.00 |
DisclosureSEC source: 0001471265-20-000050 · wf-form4_158989856740566.xml · nonDerivative · entry 1 White Jeffrey R · CIK 0001772003 · SVP Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,438.135 Read SEC document |
| May 22, 2019 Filed May 23, 2019 16:29 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantStock Options (Right to Buy) · Derivative | 4,080 | $17.27 Strike: $17.27 | $70,461.60 |
DisclosureSEC source: 0001772003-19-000003 · edgar.xml · derivative · entry 3 White Jeffrey R · CIK 0001772003 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,080 Underlying: common stock · 4,080 shares Expires 2029-05-22 F2 · shares: One seventh of this grant of stock options will vest each year beginning May 22, 2019 and on each May 22nd thereafter through May 22, 2025. Read SEC document |
| May 22, 2019 Filed May 23, 2019 16:29 UTC | Northwest Bancshares, Inc. NWBI · Entity 4434 | GrantNorthwest Bancshares, Inc. common stock | 1,920 | $17.27 | $33,158.40 |
DisclosureSEC source: 0001772003-19-000003 · edgar.xml · nonDerivative · entry 1 White Jeffrey R · CIK 0001772003 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,920 F1 · shares: One seventh of this grant of RRP shares will vest each year beginning May 22, 2019 and on each May 22nd thereafter through May 22, 2025 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.