Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS FINANCIAL SERVICES INCCZFS · Entity 5692 | Director | September 15, 2026 | September 15, 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 September 15, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON CLASSSEC Table I · non-derivative | Direct | 13,423.3803 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 70 · Balance 13,423.3803 |
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 15, 2026 Filed Sep 15, 2026 20:33 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-26-000080 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,423.3803 Read SEC document |
| June 15, 2026 Filed Jun 16, 2026 11:18 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 88 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-26-000048 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,259.4302 Read SEC document |
| April 30, 2026 Filed Apr 30, 2026 18:45 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 99 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-26-000035 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,171.4302 Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 20:17 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-25-000124 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,862.426 Read SEC document |
| September 15, 2025 Filed Sep 16, 2025 12:47 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 94 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-25-000102 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,662.9776 Read SEC document |
| August 22, 2025 Filed Aug 22, 2025 18:33 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | SaleCOMMON CLASS | 3,000 | $60.00 | $180,000.00 |
DisclosureSEC source: 0000739421-25-000093 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,568.9776 Read SEC document |
| June 27, 2025 Filed Jun 27, 2025 12:09 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 152.072 | $60.42 | $9,188.19 |
DisclosureSEC source: 0000739421-25-000071 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,451.2675 Read SEC document |
| June 16, 2025 Filed Jun 17, 2025 11:49 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-25-000061 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,299.1955 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 20:09 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-25-000024 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,072.5242 Read SEC document |
| December 16, 2024 Filed Dec 17, 2024 20:55 UTC | CITIZENS FINANCIAL SERVICES INC czfs · Entity 5692 | GrantCOMMON CLASS | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-24-000109 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,860.0527 Read SEC document |
| September 17, 2024 Filed Sep 18, 2024 12:14 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 94 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-24-000088 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,670.3744 Read SEC document |
| June 28, 2024 Filed Jun 28, 2024 11:45 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 141.9046 | $43.95 | $6,236.71 |
DisclosureSEC source: 0000739421-24-000052 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,439.3632 Read SEC document |
| June 18, 2024 Filed Jun 20, 2024 12:40 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 107 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-24-000040 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,297.4586 Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 19:31 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 98 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-24-000018 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,046.5681 Read SEC document |
| August 28, 2023 Filed Aug 30, 2023 17:30 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-23-000069 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,701.2969 Read SEC document |
| June 30, 2023 Filed Jun 30, 2023 12:10 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 132.7675 | $77.05 | $10,229.74 |
DisclosureSEC source: 0000739421-23-000036 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,409.5178 Read SEC document |
| June 24, 2022 Filed Jun 24, 2022 11:36 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 128.136 | $66.00 | $8,456.98 |
DisclosureSEC source: 0000739421-22-000050 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,941.7392 Read SEC document |
| June 03, 2022 Filed Jun 3, 2022 20:13 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | SaleCOMMON CLASS | 1,299 | $67.80 | $88,072.20 |
DisclosureSEC source: 0000739421-22-000044 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,813.6032 Read SEC document |
| May 24, 2022 Filed May 25, 2022 11:51 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | SaleCOMMON CLASS | 201 | $66.50 | $13,366.50 |
DisclosureSEC source: 0000739421-22-000040 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,112.6032 Read SEC document |
| May 04, 2022 Filed May 6, 2022 13:02 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-22-000028 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,313.6032 Read SEC document |
| June 25, 2021 Filed Jun 25, 2021 12:01 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 133.7379 | $61.00 | $8,158.01 |
DisclosureSEC source: 0000739421-21-000046 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,707.5303 Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 15:39 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-21-000036 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,573.7924 Read SEC document |
| June 26, 2020 Filed Jun 26, 2020 12:03 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 127.86 | $50.00 | $6,393.00 |
DisclosureSEC source: 0000739421-20-000069 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,913.8592 Read SEC document |
| May 19, 2020 Filed May 21, 2020 13:13 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-20-000044 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,785.9992 Read SEC document |
| June 28, 2019 Filed Jun 28, 2019 13:37 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 117.5149 | $61.00 | $7,168.41 |
DisclosureSEC source: 0000739421-19-000074 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,869.0002 Read SEC document |
| May 09, 2019 Filed May 10, 2019 12:09 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-19-000040 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,751.4853 Read SEC document |
| June 29, 2018 Filed Jun 29, 2018 12:38 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 105.3091 | $62.50 | $6,581.82 |
DisclosureSEC source: 0000739421-18-000072 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,636.2238 Read SEC document |
| May 10, 2018 Filed May 11, 2018 12:43 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-18-000039 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,530.9147 Read SEC document |
| December 14, 2017 Filed Dec 14, 2017 19:46 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GiftCOMMON CLASS | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-17-000114 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,866.1824 Read SEC document |
| August 29, 2017 Filed Aug 29, 2017 19:12 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 918 | $54.00 | $49,572.00 |
DisclosureSEC source: 0000739421-17-000097 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,337.679 Read SEC document |
| June 30, 2017 Filed Jun 30, 2017 13:20 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 445.1398 | $54.50 | $24,260.12 |
DisclosureSEC source: 0000739421-17-000074 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,347.9367 Read SEC document |
| May 11, 2017 Filed May 12, 2017 13:03 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-17-000040 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,607.118 Read SEC document |
| May 01, 2017 Filed May 1, 2017 17:40 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 439 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-17-000025 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,457.118 Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 15:39 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 970.8737 | $51.50 | $50,000.00 |
DisclosureSEC source: 0000739421-17-000006 · primary_doc.xml · nonDerivative · entry 1 Freeman Thomas E. · CIK 0001479588 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,953.2155 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.