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 | 13,203.6945 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 70 · Balance 13,203.6945 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HV Bancorp, Inc.
Report date June 16, 2023 · Filed June 16, 2023
Section 16 reporting ended · disclosed 2023-06-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-06-16 transaction · row 1
1 source rowRow 1 · 2023-06-16 · Disposition to issuer · Disposed 5,000 · Balance 0 F1: Pursuant to a merger agreement between the Issuer and Citizens Financial Services, Inc. ("CZFS"), each share of Issuer common stock was converted into and became exchangeable for the right to receive, at the election of the holder, either (i) $30.50 in cash or (ii) 0.4040 shares of CZFS common stock, subject to allocation procedures to ensure that 20% of the outstanding shares of Issuer common stock are exchanged for cash and 80% of the outstanding shares of Issuer common stock are exchanged for shares of CZFS common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy Living Trust | 0 |
Reported balance
After 2023-06-16 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2023-06-16 · Disposition to issuer · Disposed 30,000 · Balance 0 F1: Pursuant to a merger agreement between the Issuer and Citizens Financial Services, Inc. ("CZFS"), each share of Issuer common stock was converted into and became exchangeable for the right to receive, at the election of the holder, either (i) $30.50 in cash or (ii) 0.4040 shares of CZFS common stock, subject to allocation procedures to ensure that 20% of the outstanding shares of Issuer common stock are exchanged for cash and 80% of the outstanding shares of Issuer common stock are exchanged for shares of CZFS common stock. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $14.80 · Expires 2028-06-13 | Direct | 0 |
Reported balance
After 2023-06-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-06-16 · Disposition to issuer · Disposed Not disclosed · Balance 0 F2: Each option to purchase Issuer common stock, whether vested or unvested, automatically converted to the right to receive a cash payment equal to (i) the number of shares of Issuer common stock provided for in such option multiplied by (ii) the excess, if any, of $30.50 over the exercise price per share of Issuer common stock provided for in such option, which cash payment was made without interest and net of all applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to a merger agreement between the Issuer and Citizens Financial Services, Inc. ("CZFS"), each share of Issuer common stock was converted into and became exchangeable for the right to receive, at the election of the holder, either (i) $30.50 in cash or (ii) 0.4040 shares of CZFS common stock, subject to allocation procedures to ensure that 20% of the outstanding shares of Issuer common stock are exchanged for cash and 80% of the outstanding shares of Issuer common stock are exchanged for shares of CZFS common stock.
F2: Each option to purchase Issuer common stock, whether vested or unvested, automatically converted to the right to receive a cash payment equal to (i) the number of shares of Issuer common stock provided for in such option multiplied by (ii) the excess, if any, of $30.50 over the exercise price per share of Issuer common stock provided for in such option, which cash payment was made without interest and net of all applicable withholding taxes.
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 20:44 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-26-000082 · primary_doc.xml · nonDerivative · entry 1 Behm John D · CIK 0001693115 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,203.6945 Read SEC document |
| June 15, 2026 Filed Jun 16, 2026 18:35 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 29 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-26-000055 · primary_doc.xml · nonDerivative · entry 1 Behm John D · CIK 0001693115 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,133.6945 Read SEC document |
| June 27, 2025 Filed Jun 27, 2025 12:24 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 129.7495 | $60.42 | $7,839.46 |
DisclosureSEC source: 0000739421-25-000074 · primary_doc.xml · nonDerivative · entry 1 Behm John D · CIK 0001693115 · Subsidiary Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,104.6945 Read SEC document |
| June 28, 2024 Filed Jun 28, 2024 12:21 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 129 | $43.95 | $5,669.55 |
DisclosureSEC source: 0000739421-24-000057 · primary_doc.xml · nonDerivative · entry 1 Behm John D · CIK 0001693115 · Subsidiary Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,031 Read SEC document |
| June 28, 2024 Filed Dec 30, 2024 16:32 UTC Amendment | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 129 | $43.95 | $5,669.55 |
DisclosureSEC source: 0000739421-24-000120 · primary_doc.xml · nonDerivative · entry 1 Behm John D · CIK 0001693115 · Subsidiary Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,974.945 Read SEC document |
| June 16, 2023 Filed Jun 16, 2023 20:38 UTC | HV Bancorp, Inc. HVBC · Entity 112182 | Disposition to issuerStock Options · Derivative | Not disclosed | Not disclosed Strike: $14.80 | $10,000.00 |
DisclosureSEC source: 0001437749-23-017714 · rdgdoc.xml · derivative · entry 3 Behm John D · CIK 0001693115 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2028-06-13 F2 · price: Each option to purchase Issuer common stock, whether vested or unvested, automatically converted to the right to receive a cash payment equal to (i) the number of shares of Issuer common stock provided for in such option multiplied by (ii) the excess, if any, of $30.50 over the exercise price per share of Issuer common stock provided for in such option, which cash payment was made without interest and net of all applicable withholding taxes. Read SEC document |
| June 16, 2023 Filed Jun 16, 2023 20:38 UTC | HV Bancorp, Inc. HVBC · Entity 112182 | Disposition to issuerCommon Stock | 30,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-23-017714 · rdgdoc.xml · nonDerivative · entry 2 Behm John D · CIK 0001693115 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Living Trust Disclosed balance after: 0 F1 · price: Pursuant to a merger agreement between the Issuer and Citizens Financial Services, Inc. ("CZFS"), each share of Issuer common stock was converted into and became exchangeable for the right to receive, at the election of the holder, either (i) $30.50 in cash or (ii) 0.4040 shares of CZFS common stock, subject to allocation procedures to ensure that 20% of the outstanding shares of Issuer common stock are exchanged for cash and 80% of the outstanding shares of Issuer common stock are exchanged for shares of CZFS common stock. Read SEC document |
| June 16, 2023 Filed Jun 16, 2023 20:38 UTC | HV Bancorp, Inc. HVBC · Entity 112182 | Disposition to issuerCommon Stock | 5,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-23-017714 · rdgdoc.xml · nonDerivative · entry 1 Behm John D · CIK 0001693115 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to a merger agreement between the Issuer and Citizens Financial Services, Inc. ("CZFS"), each share of Issuer common stock was converted into and became exchangeable for the right to receive, at the election of the holder, either (i) $30.50 in cash or (ii) 0.4040 shares of CZFS common stock, subject to allocation procedures to ensure that 20% of the outstanding shares of Issuer common stock are exchanged for cash and 80% of the outstanding shares of Issuer common stock are exchanged for shares of CZFS common stock. Read SEC document |
| June 13, 2018 Filed Jun 14, 2018 21:33 UTC | HV Bancorp, Inc. HVBC · Entity 112182 | GrantStock Options · Derivative | 10,000 | $0.00 Strike: $14.80 | $0.00 |
DisclosureSEC source: 0001140361-18-028660 · doc1.xml · derivative · entry 3 Behm John D · CIK 0001693115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2028-06-13 F2 · shares: Stock options vest at a rate of 16% on June 13, 2019 and 14% per year for each of the following 6 years. F2 · derivative.underlying_shares: Stock options vest at a rate of 16% on June 13, 2019 and 14% per year for each of the following 6 years. F2 · balance_after: Stock options vest at a rate of 16% on June 13, 2019 and 14% per year for each of the following 6 years. Read SEC document |
| June 13, 2018 Filed Jun 14, 2018 21:33 UTC | HV Bancorp, Inc. HVBC · Entity 112182 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-028660 · doc1.xml · nonDerivative · entry 1 Behm John D · CIK 0001693115 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 F1 · shares: Shares of restricted stock vest at a rate of 16% on June 13, 2019 and 14% per year for each of the following 6 years. 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.