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 | 14,175 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 70 · Balance 14,175 |
| COMMON CLASSSEC Table I · non-derivative | IndirectBY SPOUSE | 880 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 880 |
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 20:16 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-26-000076 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,175 Read SEC document |
| June 15, 2026 Filed Jun 16, 2026 11:32 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 88 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-26-000050 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,105 Read SEC document |
| April 30, 2026 Filed Apr 30, 2026 18:18 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 99 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-26-000030 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,017 Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 12:55 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-25-000121 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,918 Read SEC document |
| September 23, 2025 Filed Sep 23, 2025 12:19 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 46 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-25-000106 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,822 Read SEC document |
| September 15, 2025 Filed Sep 16, 2025 12:10 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 94 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-25-000096 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,776 Read SEC document |
| June 27, 2025 Filed Jun 27, 2025 11:34 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 8 | $60.42 | $483.36 |
DisclosureSEC source: 0000739421-25-000068 · primary_doc.xml · nonDerivative · entry 2 JONES MICKEY L · CIK 0001297470 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · BY SPOUSE Disclosed balance after: 880 Read SEC document |
| June 27, 2025 Filed Jun 27, 2025 11:34 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 134 | $60.42 | $8,096.28 |
DisclosureSEC source: 0000739421-25-000068 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,682 Read SEC document |
| June 28, 2024 Filed Jun 28, 2024 11:28 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 8 | $43.95 | $351.60 |
DisclosureSEC source: 0000739421-24-000050 · primary_doc.xml · nonDerivative · entry 2 JONES MICKEY L · CIK 0001297470 · Director · SENIOR EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 872 Read SEC document |
| June 28, 2024 Filed Jun 28, 2024 11:28 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 132 | $43.95 | $5,801.40 |
DisclosureSEC source: 0000739421-24-000050 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · Director · SENIOR EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,548 Read SEC document |
| June 30, 2023 Filed Jun 30, 2023 19:19 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 111 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-23-000049 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · Director · SENIOR EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,416 Read SEC document |
| June 30, 2023 Filed Jun 30, 2023 12:00 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 8 | $77.05 | $616.40 |
DisclosureSEC source: 0000739421-23-000034 · primary_doc.xml · nonDerivative · entry 2 JONES MICKEY L · CIK 0001297470 · Director · SENIOR EVP 10b5-1 filing: No plan indicated Ownership: Indirect · BY SPOUSE Disclosed balance after: 864 Read SEC document |
| June 30, 2023 Filed Jun 30, 2023 12:00 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 130 | $77.05 | $10,016.50 |
DisclosureSEC source: 0000739421-23-000034 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · Director · SENIOR EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,305 Read SEC document |
| August 24, 2022 Filed Aug 25, 2022 15:07 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 157 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-22-000070 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,175 Read SEC document |
| June 24, 2022 Filed Jun 24, 2022 11:26 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 8 | $66.00 | $528.00 |
DisclosureSEC source: 0000739421-22-000048 · primary_doc.xml · nonDerivative · entry 2 JONES MICKEY L · CIK 0001297470 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Indirect · BY SPOUSE Disclosed balance after: 856 Read SEC document |
| June 24, 2022 Filed Jun 24, 2022 11:26 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 127 | $66.00 | $8,382.00 |
DisclosureSEC source: 0000739421-22-000048 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,018 Read SEC document |
| August 03, 2021 Filed Aug 5, 2021 17:38 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 133 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-21-000062 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,891 Read SEC document |
| June 25, 2021 Filed Jun 25, 2021 11:45 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 8 | $61.00 | $488.00 |
DisclosureSEC source: 0000739421-21-000044 · primary_doc.xml · nonDerivative · entry 2 JONES MICKEY L · CIK 0001297470 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Indirect · BY SPOUSE Disclosed balance after: 848 Read SEC document |
| June 25, 2021 Filed Jun 25, 2021 11:45 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 125 | $61.00 | $7,625.00 |
DisclosureSEC source: 0000739421-21-000044 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,758 Read SEC document |
| June 26, 2020 Filed Jun 26, 2020 11:51 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 8 | $50.00 | $400.00 |
DisclosureSEC source: 0000739421-20-000067 · primary_doc.xml · nonDerivative · entry 2 JONES MICKEY L · CIK 0001297470 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Indirect · BY SPOUSE Disclosed balance after: 840 Read SEC document |
| June 26, 2020 Filed Jun 26, 2020 11:51 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 123 | $50.00 | $6,150.00 |
DisclosureSEC source: 0000739421-20-000067 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,633 Read SEC document |
| May 19, 2020 Filed May 21, 2020 13:05 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 725 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-20-000042 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,510 Read SEC document |
| March 05, 2020 Filed Mar 6, 2020 15:14 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 8 | $63.64 | $509.12 |
DisclosureSEC source: 0000739421-20-000010 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,785 Read SEC document |
| June 28, 2019 Filed Jun 28, 2019 13:15 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 8 | $61.00 | $488.00 |
DisclosureSEC source: 0000739421-19-000070 · primary_doc.xml · nonDerivative · entry 2 JONES MICKEY L · CIK 0001297470 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Indirect · BY SPOUSE Disclosed balance after: 832 Read SEC document |
| June 28, 2019 Filed Jun 28, 2019 13:15 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 116 | $61.00 | $7,076.00 |
DisclosureSEC source: 0000739421-19-000070 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,761 Read SEC document |
| May 22, 2019 Filed May 23, 2019 14:53 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-19-000056 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,645.9696 Read SEC document |
| May 09, 2019 Filed May 10, 2019 11:41 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-19-000036 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,553.9696 Read SEC document |
| June 29, 2018 Filed Jun 29, 2018 12:18 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 8 | $62.50 | $500.00 |
DisclosureSEC source: 0000739421-18-000069 · primary_doc.xml · nonDerivative · entry 2 JONES MICKEY L · CIK 0001297470 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Indirect · BY SPOUSE Disclosed balance after: 824 Read SEC document |
| June 29, 2018 Filed Jun 29, 2018 12:18 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 105.1008 | $62.50 | $6,568.80 |
DisclosureSEC source: 0000739421-18-000069 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,622.1794 Read SEC document |
| May 24, 2018 Filed May 25, 2018 13:51 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 119 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-18-000054 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,517.0786 Read SEC document |
| May 10, 2018 Filed May 11, 2018 12:19 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 495 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-18-000036 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · Director · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,398.0786 Read SEC document |
| June 30, 2017 Filed Jun 30, 2017 12:48 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 38 | $54.50 | $2,071.00 |
DisclosureSEC source: 0000739421-17-000069 · primary_doc.xml · nonDerivative · entry 2 JONES MICKEY L · CIK 0001297470 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Indirect · BY SPOUSE Disclosed balance after: 816 Read SEC document |
| June 30, 2017 Filed Jun 30, 2017 12:48 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 458.5077 | $54.50 | $24,988.67 |
DisclosureSEC source: 0000739421-17-000069 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,636.6622 Read SEC document |
| May 16, 2017 Filed May 17, 2017 18:16 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 32 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-17-000054 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,179.1545 Read SEC document |
| May 11, 2017 Filed May 12, 2017 12:13 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 452 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-17-000034 · primary_doc.xml · nonDerivative · entry 1 JONES MICKEY L · CIK 0001297470 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,147.1545 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.