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 |
| CNB FINANCIAL CORP/PACCNE · Entity 4966 | Director · President & CEO | December 23, 2022 | December 27, 2022 |
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 | 2,091.7062 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 70 · Balance 2,091.7062 |
CNB FINANCIAL CORP/PA
Report date December 23, 2022 · Filed December 27, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 70,363.15 |
Reported balance
After 2022-12-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-12-23 · Gift · Disposed 25 · Balance 70,363.15 |
| Common StockSEC Table I · non-derivative | Direct | 832.677 |
Reported balance
After 2022-12-23 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2022-12-23 · Gift · Acquired 25 · Balance 832.677 F1: Accumulated shares through Dividend Reinvestment |
| Depositary SharesSEC Table I · non-derivative | Direct | 4,360 |
Reported balance
Holding disclosure · report date 2022-12-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,360 F2: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 7.125% Series A Fixed-Rate Non-Cumulative Perpetual Preferred Stock, no par value per share. Depositary Shares were purchased in an underwritten public offering. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 9,327.93 |
Reported balance
Holding disclosure · report date 2022-12-23 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 9,327.93 F3: n/a F4: Each share of phantom stock is the economic equivalent of one share of common stock. The phantom shares become payable upon termination of service. |
Filing footnotes · ownership attribution and instrument terms
F1: Accumulated shares through Dividend Reinvestment
F2: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 7.125% Series A Fixed-Rate Non-Cumulative Perpetual Preferred Stock, no par value per share. Depositary Shares were purchased in an underwritten public offering.
F3: n/a
F4: Each share of phantom stock is the economic equivalent of one share of common stock. The phantom shares become payable upon termination of service.
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 20:38 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-26-000081 · primary_doc.xml · nonDerivative · entry 1 BOWER JOSEPH B JR · CIK 0001195264 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,091.7062 Read SEC document |
| June 15, 2026 Filed Jun 16, 2026 11:41 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 88 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-26-000052 · primary_doc.xml · nonDerivative · entry 1 BOWER JOSEPH B JR · CIK 0001195264 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,021 Read SEC document |
| April 30, 2026 Filed Apr 30, 2026 18:55 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 99 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-26-000037 · primary_doc.xml · nonDerivative · entry 1 BOWER JOSEPH B JR · CIK 0001195264 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,933 Read SEC document |
| December 23, 2022 Filed Dec 27, 2022 13:37 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | GiftCommon Stock | 25 | $23.66 | $591.50 |
DisclosureSEC source: 0001209191-22-062689 · doc4.xml · nonDerivative · entry 2 BOWER JOSEPH B JR · CIK 0001195264 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 832.677 F1 · balance_after: Accumulated shares through Dividend Reinvestment Read SEC document |
| December 23, 2022 Filed Dec 27, 2022 13:37 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | GiftCommon Stock | 25 | $23.66 | $591.50 |
DisclosureSEC source: 0001209191-22-062689 · doc4.xml · nonDerivative · entry 1 BOWER JOSEPH B JR · CIK 0001195264 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,363.15 Read SEC document |
| September 21, 2022 Filed Sep 21, 2022 20:04 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | PurchaseCommon Stock | 250 | $23.50 | $5,875.00 |
DisclosureSEC source: 0001209191-22-050875 · doc4.xml · nonDerivative · entry 1 BOWER JOSEPH B JR · CIK 0001195264 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,388.15 Read SEC document |
| February 15, 2022 Filed Feb 15, 2022 16:12 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Tax withholdingcommon stock | 2,643 | $26.71 | $70,594.53 |
DisclosureSEC source: 0001209191-22-009641 · doc4.xml · nonDerivative · entry 2 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,138.15 Read SEC document |
| February 15, 2022 Filed Feb 15, 2022 16:12 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Grantcommon stock | 6,324 | $26.71 | $168,914.04 |
DisclosureSEC source: 0001209191-22-009641 · doc4.xml · nonDerivative · entry 1 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,781.15 F1 · shares: These securities were issued to the reporting person pursuant to the CNB Financial Corporation 2019 Stock Incentive Plan, which provided for the conversion of performance units into a number of shares of common stock based on the Issuer's performance over a three year designated performance period. Read SEC document |
| February 07, 2022 Filed Feb 7, 2022 19:59 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Tax withholdingcommon stock | 2,074 | $26.71 | $55,396.54 |
DisclosureSEC source: 0001209191-22-007400 · doc4.xml · nonDerivative · entry 1 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,457.15 Read SEC document |
| February 01, 2022 Filed Feb 1, 2022 19:39 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Grantcommon stock | 9,772 | $26.71 | $261,010.12 |
DisclosureSEC source: 0001209191-22-005848 · doc4.xml · nonDerivative · entry 1 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,531.15 Read SEC document |
| December 20, 2021 Filed Dec 21, 2021 19:47 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Othercommon stock | 75 | $26.71 | $2,003.25 |
DisclosureSEC source: 0001209191-21-070758 · doc4.xml · nonDerivative · entry 2 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Son Disclosed balance after: 785.738 Read SEC document |
| December 20, 2021 Filed Dec 21, 2021 19:47 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Othercommon stock | 75 | $26.71 | $2,003.25 |
DisclosureSEC source: 0001209191-21-070758 · doc4.xml · nonDerivative · entry 1 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,664 F1 · shares: Transfer to son as gift Read SEC document |
| February 24, 2021 Filed Feb 24, 2021 14:19 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Grantcommon stock | 5,640 | $21.03 | $118,609.20 |
DisclosureSEC source: 0001209191-21-013637 · doc4.xml · nonDerivative · entry 1 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,739 F1 · shares: These securities were issued to the reporting person pursuant to the CNB Financial Corporation 2019 Stock Incentive Plan, which provided for the conversion of performance units into a number of shares of common stock based on the Issuer's performance over a three year designated performance period. Read SEC document |
| February 11, 2021 Filed Feb 11, 2021 18:56 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Tax withholdingcommon stock | 1,564 | $21.03 | $32,890.92 |
DisclosureSEC source: 0001209191-21-009582 · doc4.xml · nonDerivative · entry 2 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,099 Read SEC document |
| February 11, 2021 Filed Feb 11, 2021 18:56 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Grantcommon stock | 6,476 | $21.03 | $136,190.28 |
DisclosureSEC source: 0001209191-21-009582 · doc4.xml · nonDerivative · entry 1 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,663 Read SEC document |
| August 26, 2020 Filed Aug 26, 2020 19:26 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | PurchaseDepositary Shares | 4,360 | $25.00 | $109,000.00 |
DisclosureSEC source: 0001209191-20-048364 · doc4.xml · nonDerivative · entry 1 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,360 F1 · security: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 7.125% Series A Fixed-Rate Non-Cumulative Perpetual Preferred Stock, no par value per share. Depositary Shares were purchased in an underwritten public offering. F1 · kind: Each Depositary Share represents a 1/40th interest in a share of the Issuer's 7.125% Series A Fixed-Rate Non-Cumulative Perpetual Preferred Stock, no par value per share. Depositary Shares were purchased in an underwritten public offering. Read SEC document |
| May 20, 2020 Filed May 21, 2020 12:15 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Othercommon stock | 360 | $13.92 | $5,011.20 |
DisclosureSEC source: 0001209191-20-031098 · doc4.xml · nonDerivative · entry 2 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Son Disclosed balance after: 669.984 Read SEC document |
| May 20, 2020 Filed May 21, 2020 12:15 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Othercommon stock | 360 | $13.92 | $5,011.20 |
DisclosureSEC source: 0001209191-20-031098 · doc4.xml · nonDerivative · entry 1 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,059 F1 · shares: Transfer to son as gift Read SEC document |
| May 15, 2020 Filed May 15, 2020 19:45 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Purchasecommon stock | 2,000 | $14.13 | $28,260.00 |
DisclosureSEC source: 0001209191-20-029673 · doc4.xml · nonDerivative · entry 1 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,419 Read SEC document |
| March 11, 2020 Filed Mar 11, 2020 17:42 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Purchasecommon stock | 700 | $20.14 | $14,098.00 |
DisclosureSEC source: 0001209191-20-018002 · doc4.xml · nonDerivative · entry 1 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,419 Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 14:06 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Tax withholdingcommon stock | 3,008 | $32.68 | $98,301.44 |
DisclosureSEC source: 0001209191-20-013636 · doc4.xml · nonDerivative · entry 2 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,719 F2 · shares: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the Performance Award. Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 14:06 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Grantcommon stock | 7,109 | $32.68 | $232,322.12 |
DisclosureSEC source: 0001209191-20-013636 · doc4.xml · nonDerivative · entry 1 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,727 F1 · shares: These securities were issued to the reporting person pursuant to the CNB Financial Corporation 2009 Stock Incentive Plan, which provided for the conversion of performance units into a number of shares of common stock based on the Issuer's performance over a three year designated performance period. Read SEC document |
| February 20, 2020 Filed Feb 20, 2020 14:28 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Tax withholdingcommon stock | 1,793 | $29.56 | $53,001.08 |
DisclosureSEC source: 0001209191-20-010912 · doc4.xml · nonDerivative · entry 2 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,618 Read SEC document |
| February 20, 2020 Filed Feb 20, 2020 14:28 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Grantcommon stock | 3,613 | $29.56 | $106,800.28 |
DisclosureSEC source: 0001209191-20-010912 · doc4.xml · nonDerivative · entry 1 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,411 F1 · balance_after: acknowledge update shares request per Executive Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 14:41 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Tax withholdingcommon stock | 1,754 | $26.10 | $45,779.40 |
DisclosureSEC source: 0001209191-19-012374 · doc4.xml · nonDerivative · entry 2 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,964 Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 14:41 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Grantcommon stock | 3,720 | $25.27 | $94,004.40 |
DisclosureSEC source: 0001209191-19-012374 · doc4.xml · nonDerivative · entry 1 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,718 F1 · balance_after: acknowledge update shares request per Executive Read SEC document |
| September 20, 2018 Filed Sep 20, 2018 16:14 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Purchasecommon stock | 135 | $29.65 | $4,002.75 |
DisclosureSEC source: 0001209191-18-051741 · doc4.xml · nonDerivative · entry 1 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,629 Read SEC document |
| February 21, 2018 Filed Feb 21, 2018 21:08 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Tax withholdingcommon stock | 1,711 | $26.82 | $45,889.02 |
DisclosureSEC source: 0001209191-18-011886 · doc4.xml · nonDerivative · entry 2 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,494 Read SEC document |
| February 21, 2018 Filed Feb 21, 2018 21:08 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Grantcommon stock | 3,091 | $26.92 | $83,209.72 |
DisclosureSEC source: 0001209191-18-011886 · doc4.xml · nonDerivative · entry 1 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,205 F1 · balance_after: acknowledge update shares request per Executive Read SEC document |
| February 24, 2017 Filed Feb 24, 2017 14:26 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Tax withholdingcommon stock | 1,668 | $26.04 | $43,434.72 |
DisclosureSEC source: 0001209191-17-014127 · doc4.xml · nonDerivative · entry 3 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,083 Read SEC document |
| February 24, 2017 Filed Feb 24, 2017 14:26 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Grantcommon stock | 2,891 | $25.92 | $74,934.72 |
DisclosureSEC source: 0001209191-17-014127 · doc4.xml · nonDerivative · entry 1 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,751 Read SEC document |
| December 22, 2016 Filed Dec 22, 2016 20:35 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Othercommon stock | 25 | $28.20 | $705.00 |
DisclosureSEC source: 0001209191-16-156469 · doc4.xml · nonDerivative · entry 2 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Son Disclosed balance after: 288.347 F1 · balance_after: Accumulated shares through Dividend Reinvestment Read SEC document |
| December 22, 2016 Filed Dec 22, 2016 20:35 UTC | CNB FINANCIAL CORP/PA CCNE · Entity 4966 | Othercommon stock | 25 | $28.20 | $705.00 |
DisclosureSEC source: 0001209191-16-156469 · doc4.xml · nonDerivative · entry 1 BOWER JOSEPH B JR · CIK 0001195264 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,860 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.