Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ARROW FINANCIAL CORPAROW · Entity 5233 | Director | September 23, 2026 | September 25, 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.
ARROW FINANCIAL CORP
Report date September 23, 2026 · Filed September 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,006 |
Reported balance
After 2026-09-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-23 · Other · Acquired 203 · Balance 9,006 F1: Quarterly Director's Retainer Payment F2: The information provided reflects 59 shares acquired under the Company's DRIP since June 17, 2026 which were not required to be reported on a Form 4. This information is being furnished to disclose the total holdings of the insider as of the date of this Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: Quarterly Director's Retainer Payment
F2: The information provided reflects 59 shares acquired under the Company's DRIP since June 17, 2026 which were not required to be reported on a Form 4. This information is being furnished to disclose the total holdings of the insider as of the date of this Form 4.
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 |
|---|---|---|---|---|---|---|
| September 23, 2026 Filed Sep 25, 2026 19:02 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | OtherCommon Stock | 203 | $36.97 | $7,504.91 |
DisclosureSEC source: 0002044126-26-000020 · wk-form4_1790362947.xml · nonDerivative · entry 1 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,006 F1 · kind: Quarterly Director's Retainer Payment F2 · balance_after: The information provided reflects 59 shares acquired under the Company's DRIP since June 17, 2026 which were not required to be reported on a Form 4. This information is being furnished to disclose the total holdings of the insider as of the date of this Form 4. Read SEC document |
| June 17, 2026 Filed Jun 22, 2026 20:47 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | OtherCommon Stock | 195 | $38.49 | $7,505.55 |
DisclosureSEC source: 0002044126-26-000018 · wk-form4_1782161228.xml · nonDerivative · entry 1 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,744 F1 · kind: Quarterly Director's Retainer Payment F2 · balance_after: The information provided reflects 55 shares acquired under the Company's DRIP since May 19, 2026 which were not required to be reported on a Form 4. This information is being furnished to disclose the total holdings of the insider as of the date of this Form 4. Read SEC document |
| May 19, 2026 Filed May 21, 2026 19:55 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 386 | $0.00 Strike: $31.47 | $0.00 |
DisclosureSEC source: 0002044126-26-000016 · wk-form4_1779393312.xml · derivative · entry 2 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129 Underlying: Common Stock · 386 shares Expires 2033-02-01 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_date: The options vested in four equal annual installments beginning February 1, 2024. Read SEC document |
| May 19, 2026 Filed May 21, 2026 19:55 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | Exercise / conversionCommon Stock | 386 | $31.47 | $12,147.42 |
DisclosureSEC source: 0002044126-26-000016 · wk-form4_1779393312.xml · nonDerivative · entry 1 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,494 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. Read SEC document |
| May 11, 2026 Filed May 13, 2026 21:03 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 546 | $0.00 Strike: $27.04 | $0.00 |
DisclosureSEC source: 0002044126-26-000014 · wk-form4_1778706200.xml · derivative · entry 3 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 546 shares Expires 2031-01-27 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. F2 · derivative.exercise_date: The options vested in four equal annual installments beginning January 27, 2022. Read SEC document |
| May 11, 2026 Filed May 13, 2026 21:03 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | Exercise / conversionCommon Stock | 546 | $27.04 | $14,763.84 |
DisclosureSEC source: 0002044126-26-000014 · wk-form4_1778706200.xml · nonDerivative · entry 2 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,108 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. Read SEC document |
| May 11, 2026 Filed May 13, 2026 21:03 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | OtherCommon Stock | 27 | $36.69 | $990.63 |
DisclosureSEC source: 0002044126-26-000014 · wk-form4_1778706200.xml · nonDerivative · entry 1 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,562 F1 · kind: The reported transaction represents an optional cash purchase of shares under the Company's DRIP. Read SEC document |
| April 13, 2026 Filed Apr 15, 2026 20:01 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | OtherCommon Stock | 28 | $36.33 | $1,017.24 |
DisclosureSEC source: 0002044126-26-000012 · wk-form4_1776283263.xml · nonDerivative · entry 1 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,535 F1 · kind: The reported transaction represents an optional cash purchase of shares under the Company's DRIP. Read SEC document |
| March 18, 2026 Filed Mar 20, 2026 17:43 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | OtherCommon Stock | 236 | $31.76 | $7,495.36 |
DisclosureSEC source: 0002044126-26-000010 · wk-form4_1774028584.xml · nonDerivative · entry 1 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,507 F1 · kind: Quarterly Director's Retainer Payment Read SEC document |
| March 11, 2026 Filed Mar 12, 2026 17:32 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | OtherCommon Stock | 31 | $34.49 | $1,069.19 |
DisclosureSEC source: 0002044126-26-000008 · wk-form4_1773336717.xml · nonDerivative · entry 1 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,271 F1 · kind: The reported transaction represents an optional cash purchase of shares under the Company's DRIP. F2 · balance_after: The information provided reflects 51 shares acquired under the Company's DRIP since February 11, 2026, which were not required to be reported on a Form 4. This information is being furnished to disclose the total holdings of the insider as of the date of this Form 4. Read SEC document |
| February 11, 2026 Filed Feb 12, 2026 19:37 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | OtherCommon Stock | 29 | $35.08 | $1,017.32 |
DisclosureSEC source: 0002044126-26-000006 · wk-form4_1770925043.xml · nonDerivative · entry 1 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,189 F1 · shares: The reported transaction represents an optional cash purchase of shares under the Company's DRIP. Read SEC document |
| January 28, 2026 Filed Feb 4, 2026 13:52 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | GrantCommon Stock | 818 | $32.43 | $26,527.74 |
DisclosureSEC source: 0002044126-26-000004 · wk-form4_1770213124.xml · nonDerivative · entry 1 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,160 F1 · shares: The restricted stock vests in 3 equal installments on each of January 28, 2027, January 28, 2028, and January 28, 2029. Read SEC document |
| January 12, 2026 Filed Jan 14, 2026 17:58 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | OtherCommon Stock | 31 | $32.13 | $996.03 |
DisclosureSEC source: 0002044126-26-000002 · wk-form4_1768413521.xml · nonDerivative · entry 1 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,342 F1 · kind: The reported transaction represents an optional cash purchase of shares under the Company's DRIP. Read SEC document |
| December 11, 2025 Filed Dec 12, 2025 18:24 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | OtherCommon Stock | 31 | $31.97 | $991.07 |
DisclosureSEC source: 0002044126-25-000028 · wk-form4_1765563881.xml · nonDerivative · entry 1 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,311 F1 · kind: The reported transaction represents an optional cash purchase of shares under the Company's DRIP. F2 · balance_after: The information provided reflects 53 shares acquired under the Company's DRIP since November 11, 2025, which were not required to be reported on a Form 4. This information is being furnished to disclose the total holdings of the insider as of the date of this Form 4. Read SEC document |
| November 11, 2025 Filed Nov 12, 2025 18:03 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | OtherCommon Stock | 32 | $30.98 | $991.36 |
DisclosureSEC source: 0002044126-25-000026 · wk-form4_1762970583.xml · nonDerivative · entry 1 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,227 F1 · kind: The reported transaction represents an optional cash purchase of shares under the Company's DRIP. Read SEC document |
| October 13, 2025 Filed Oct 14, 2025 19:43 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | OtherCommon Stock | 38 | $26.55 | $1,008.90 |
DisclosureSEC source: 0002044126-25-000024 · wk-form4_1760471005.xml · nonDerivative · entry 1 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,195 F1 · kind: The reported transaction represents an optional cash purchase of shares under the Company's DRIP. Read SEC document |
| October 08, 2025 Filed Oct 10, 2025 18:23 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | OtherCommon Stock | 290 | $27.31 | $7,919.90 |
DisclosureSEC source: 0002044126-25-000022 · wk-form4_1760120620.xml · nonDerivative · entry 1 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,157 F1 · kind: Quarterly Director's Retainer Payment F2 · balance_after: The information provided reflects 50 shares acquired under the Company's DRIP since September 11, 2025, which were not required to be reported on a Form 4. This information is being furnished to disclose the total holdings of the insider as of the date of this Form 4. Read SEC document |
| September 11, 2025 Filed Sep 12, 2025 16:18 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | OtherCommon Stock | 33 | $29.28 | $966.24 |
DisclosureSEC source: 0002044126-25-000020 · wk-form4_1757693901.xml · nonDerivative · entry 1 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,817 F1 · kind: The reported transaction represents an optional cash purchase of shares under the Company's DRIP. Read SEC document |
| August 14, 2025 Filed Aug 15, 2025 15:24 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | OtherCommon Stock | 35 | $28.51 | $997.85 |
DisclosureSEC source: 0002044126-25-000015 · wk-form4_1755271490.xml · nonDerivative · entry 1 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,784 F1 · kind: The reported transaction represents an optional cash purchase of shares under the Company's DRIP. Read SEC document |
| July 11, 2025 Filed Jul 14, 2025 17:55 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | OtherCommon Stock | 37 | $27.32 | $1,010.84 |
DisclosureSEC source: 0002044126-25-000012 · wk-form4_1752515747.xml · nonDerivative · entry 1 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,749 F1 · kind: The reported transaction represents an optional cash purchase of shares under the Company's DRIP. Read SEC document |
| July 09, 2025 Filed Jul 11, 2025 18:01 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | OtherCommon Stock | 250 | $27.47 | $6,867.50 |
DisclosureSEC source: 0002044126-25-000010 · wk-form4_1752256867.xml · nonDerivative · entry 1 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,712 F1 · kind: Quarterly Director's Retainer Payment F2 · balance_after: The information provided reflects 168 shares acquired under the Company's DRIP since April 09, 2025, which were not required to be reported on a Form 4. This information is being furnished to disclose the total holdings of the insider as of the date of this Form 4. Read SEC document |
| April 09, 2025 Filed Apr 10, 2025 19:38 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | OtherCommon Stock | 271 | $25.37 | $6,875.27 |
DisclosureSEC source: 0002044126-25-000008 · wk-form4_1744313924.xml · nonDerivative · entry 1 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,294 F1 · kind: Quarterly Director's Retainer Payment F2 · balance_after: The information provided reflects 119 shares acquired under the Company's DRIP since January 29, 2025 which were not required to be reported on a Form 4. This information is being furnished to disclose the total holdings of the insider as of the date of this Form 4. Read SEC document |
| January 29, 2025 Filed Feb 3, 2025 20:58 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | GrantCommon Stock | 543 | $0.00 | $0.00 |
DisclosureSEC source: 0002044126-25-000006 · wk-form4_1738616331.xml · nonDerivative · entry 1 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,904 F1 · shares: The restricted award vests in 3 equal installments on each of January 29, 2026, January 29, 2027, and January 29, 2028. F2 · balance_after: The information provided reflects 38 shares acquired under the Company's DRIP since January 08, 2025 which were not required to be reported on a Form 4. This information is being furnished to disclose the total holdings of the insider as of the date of this Form 4. Read SEC document |
| January 08, 2025 Filed Jan 10, 2025 18:07 UTC | ARROW FINANCIAL CORP AROW · Entity 5233 | OtherCommon Stock | 117 | $26.61 | $3,113.37 |
DisclosureSEC source: 0002044126-25-000002 · wk-form4_1736532421.xml · nonDerivative · entry 1 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,088 F1 · kind: Quarterly Director's Retainer Payment F2 · balance_after: The information provided reflects 62 shares acquired under the Company's DRIP since November 05, 2024, which were not required to be reported on a Form 4. This information is being furnished to disclose the total holdings of the insider as of the date of this Form 4. Read SEC document |
| January 08, 2025 Filed Jan 29, 2025 20:06 UTC Amendment | ARROW FINANCIAL CORP AROW · Entity 5233 | OtherCommon Stock | 352 | $26.61 | $9,366.72 |
DisclosureSEC source: 0002044126-25-000004 · wk-form4a_1738181154.xml · nonDerivative · entry 1 Morris Philip C · CIK 0002044126 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,323 F1 · kind: Quarterly Director's Retainer Payment F2 · balance_after: The information provided reflects 62 shares acquired under the Company's DRIP since November 05, 2024, which were not required to be reported on a Form 4. This information is being furnished to disclose the total holdings of the insider as of the date of this Form 4. 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.