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 |
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 | 8,337.4524 |
Reported balance
After 2026-06-25 transaction · row 1
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 49 · Balance 8,337.4524 |
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 13:51 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 49 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-26-000064 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,337.4524 Read SEC document |
| June 27, 2025 Filed Jun 27, 2025 12:14 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 79.4723 | $60.42 | $4,801.72 |
DisclosureSEC source: 0000739421-25-000072 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,026.7008 Read SEC document |
| June 28, 2024 Filed Jun 28, 2024 11:50 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 75.2482 | $43.95 | $3,307.16 |
DisclosureSEC source: 0000739421-24-000053 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,600.0641 Read SEC document |
| June 13, 2024 Filed Jun 14, 2024 15:30 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 69 | $43.15 | $2,977.35 |
DisclosureSEC source: 0000739421-24-000037 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,524.8159 Read SEC document |
| June 30, 2023 Filed Jun 30, 2023 19:28 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 74 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-23-000050 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,086.796 Read SEC document |
| June 30, 2023 Filed Jun 30, 2023 12:19 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 69.4336 | $77.05 | $5,349.86 |
DisclosureSEC source: 0000739421-23-000037 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,012.796 Read SEC document |
| April 27, 2023 Filed Apr 27, 2023 17:57 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 10 | $88.06 | $880.60 |
DisclosureSEC source: 0000739421-23-000017 · primary_doc.xml · nonDerivative · entry 2 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Indirect · BY SPOUSE Disclosed balance after: 6,943.3624 Read SEC document |
| April 27, 2023 Filed Apr 27, 2023 17:57 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 35 | $88.06 | $3,082.10 |
DisclosureSEC source: 0000739421-23-000017 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,933.3624 Read SEC document |
| August 24, 2022 Filed Aug 25, 2022 15:00 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 101 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-22-000069 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,731.8986 Read SEC document |
| June 24, 2022 Filed Jun 24, 2022 11:42 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 65.2143 | $66.00 | $4,304.14 |
DisclosureSEC source: 0000739421-22-000051 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,586.646 Read SEC document |
| May 19, 2022 Filed May 20, 2022 12:33 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 138.9158 | $67.85 | $9,425.44 |
DisclosureSEC source: 0000739421-22-000038 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,476.4318 Read SEC document |
| August 03, 2021 Filed Aug 5, 2021 17:57 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-21-000065 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,109.7075 Read SEC document |
| June 25, 2021 Filed Jun 25, 2021 12:09 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 59.611 | $61.00 | $3,636.27 |
DisclosureSEC source: 0000739421-21-000047 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,020.7075 Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 18:44 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-20-000094 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,757.6202 Read SEC document |
| June 26, 2020 Filed Jun 26, 2020 12:09 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 55.8682 | $50.00 | $2,793.41 |
DisclosureSEC source: 0000739421-20-000070 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,642.6909 Read SEC document |
| May 19, 2020 Filed May 21, 2020 13:21 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 134 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-20-000045 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,586.8227 Read SEC document |
| June 28, 2019 Filed Jun 28, 2019 13:43 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 51.9303 | $61.00 | $3,167.75 |
DisclosureSEC source: 0000739421-19-000075 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,244.9569 Read SEC document |
| May 22, 2019 Filed May 23, 2019 14:58 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 68 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-19-000057 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,193.0266 Read SEC document |
| May 09, 2019 Filed May 10, 2019 12:13 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 147 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-19-000041 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,125.0266 Read SEC document |
| June 29, 2018 Filed Jun 29, 2018 12:42 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 47.3368 | $62.50 | $2,958.55 |
DisclosureSEC source: 0000739421-18-000073 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,781.0168 Read SEC document |
| May 24, 2018 Filed May 25, 2018 13:59 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-18-000055 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,733.68 Read SEC document |
| May 10, 2018 Filed May 11, 2018 13:03 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 156 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-18-000040 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,643.68 Read SEC document |
| March 09, 2018 Filed Mar 12, 2018 12:53 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 25 | $62.47 | $1,561.75 |
DisclosureSEC source: 0000739421-18-000020 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,436.6555 Read SEC document |
| June 30, 2017 Filed Jun 30, 2017 13:29 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 203.9003 | $54.50 | $11,112.57 |
DisclosureSEC source: 0000739421-17-000075 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,281.9069 Read SEC document |
| May 16, 2017 Filed May 17, 2017 18:32 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-17-000056 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,049.1178 Read SEC document |
| May 11, 2017 Filed May 12, 2017 13:21 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 188 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-17-000041 · primary_doc.xml · nonDerivative · entry 1 WILSON JEFFREY L · CIK 0001503523 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,024.1178 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.