Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Princeton Bancorp, Inc.BPRN · Entity 5983 | Chief Lending Officer | June 10, 2026 | June 11, 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.
Princeton Bancorp, Inc.
Report date June 10, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,272 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Sale · Disposed 1,600 · Balance 21,272 |
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 26, 2023 Filed Sep 28, 2023 14:06 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionCommon Stock | 2,000 | $14.03 | $28,060.00 |
DisclosureSEC source: 0001209191-23-050706 · doc4.xml · nonDerivative · entry 2 Adkins Stephanie · CIK 0001957233 · Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,571 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 |
| September 26, 2023 Filed Sep 28, 2023 14:06 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionCommon Stock | 1,000 | $17.13 | $17,130.00 |
DisclosureSEC source: 0001209191-23-050706 · doc4.xml · nonDerivative · entry 1 Adkins Stephanie · CIK 0001957233 · Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,571 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 |
| July 07, 2023 Filed Jul 13, 2023 13:57 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionOption to Purchase · Derivative | 5,000 | $0.00 Strike: $13.25 | $0.00 |
DisclosureSEC source: 0001209191-23-042149 · doc4.xml · derivative · entry 2 Adkins Stephanie · CIK 0001957233 · Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2023-07-24 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 |
| July 07, 2023 Filed Jul 13, 2023 13:57 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionCommon Stock | 50,000 | $13.25 | $662,500.00 |
DisclosureSEC source: 0001209191-23-042149 · doc4.xml · nonDerivative · entry 1 Adkins Stephanie · CIK 0001957233 · Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,571 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 |
| July 07, 2023 Filed Jul 18, 2023 18:02 UTC Amendment | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionOptions to Purchase · Derivative | 5,000 | $0.00 Strike: $13.25 | $0.00 |
DisclosureSEC source: 0001209191-23-042527 · doc4a.xml · derivative · entry 3 Adkins Stephanie · CIK 0001957233 · Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2023-07-24 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 |
| July 07, 2023 Filed Jul 18, 2023 18:02 UTC Amendment | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionCommon Stock | 5,000 | $13.25 | $66,250.00 |
DisclosureSEC source: 0001209191-23-042527 · doc4a.xml · nonDerivative · entry 2 Adkins Stephanie · CIK 0001957233 · Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,571 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 |
| June 14, 2023 Filed Jun 15, 2023 15:17 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionOption to Purchase · Derivative | 5,000 | $0.00 Strike: $13.25 | $0.00 |
DisclosureSEC source: 0001209191-23-037246 · doc4.xml · derivative · entry 3 Adkins Stephanie · CIK 0001957233 · Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2023-07-24 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 |
| June 14, 2023 Filed Jun 15, 2023 15:17 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Tax withholdingCommon Stock | 2,200 | $30.35 | $66,760.32 |
DisclosureSEC source: 0001209191-23-037246 · doc4.xml · nonDerivative · entry 2 Adkins Stephanie · CIK 0001957233 · Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,571 F1 · shares: Represents the payment of the reporting person's exercise price of the options described in Table II by selling shares to be received in such option exercise and delivering the proceeds to Princeton Bancorp, Inc. Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 15:17 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionCommon Stock | 5,000 | $13.25 | $66,250.00 |
DisclosureSEC source: 0001209191-23-037246 · doc4.xml · nonDerivative · entry 1 Adkins Stephanie · CIK 0001957233 · Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,771 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 |
| June 14, 2023 Filed Jul 18, 2023 18:02 UTC Amendment | Princeton Bancorp, Inc. BPRN · Entity 5983 | SaleCommon Stock | 2,200 | $30.35 | $66,760.32 |
DisclosureSEC source: 0001209191-23-042527 · doc4a.xml · nonDerivative · entry 1 Adkins Stephanie · CIK 0001957233 · Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,571 Read SEC document |
| January 30, 2023 Filed Jan 31, 2023 14:50 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Tax withholdingCommon Stock | 81 | $32.61 | $2,641.41 |
DisclosureSEC source: 0001209191-23-005633 · doc4.xml · nonDerivative · entry 3 Adkins Stephanie · CIK 0001957233 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,771 F3 · shares: Represents the payment of the reporting person's tax liability by withholding shares incident to the vesting of the restricted stock units that vested on January 22, 2023. Read SEC document |
| January 30, 2023 Filed Jan 31, 2023 14:50 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Tax withholdingCommon Stock | 180 | $33.60 | $6,048.00 |
DisclosureSEC source: 0001209191-23-005633 · doc4.xml · nonDerivative · entry 2 Adkins Stephanie · CIK 0001957233 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,852 F2 · shares: Represents the payment of the reporting person's tax liability by withholding shares incident to the vesting of the restricted stock units that vested on January 27, 2023. Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 14:50 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionRestricted Stock Units · Derivative | 653 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005633 · doc4.xml · derivative · entry 4 Adkins Stephanie · CIK 0001957233 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 653 Underlying: Common Stock · 1,306 shares Expires 2024-01-27 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. F4 · shares: Restricted stock units convert into common stock on a one-for-one basis. On January 27, 2021, the reporting person was granted 1,959 restricted stock units, vesting in 1/3 installments over a 3-year period beginning on the first anniversary date of the grant. Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 14:50 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionCommon Stock | 653 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005633 · doc4.xml · nonDerivative · entry 1 Adkins Stephanie · CIK 0001957233 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,032 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 · shares: Shares acquired pursuant to the vesting of the restricted stock unit award discussed in footnote 4. Read SEC document |
| January 26, 2023 Filed Jan 30, 2023 23:10 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionRestricted Stock Units · Derivative | 704 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005531 · doc4.xml · derivative · entry 3 Adkins Stephanie · CIK 0001957233 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,406 Underlying: Common Stock · 2,110 shares Expires 2025-01-26 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 · shares: Restricted stock units convert into common stock on a one-for-one basis. On January 26, 2022, the reporting person was granted 2,110 restricted stock units, vesting in 1/3 installments over a 3-year period beginning on the first anniversary date of the grant. Read SEC document |
| January 26, 2023 Filed Jan 30, 2023 23:10 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Tax withholdingCommon Stock | 184 | $32.70 | $6,016.80 |
DisclosureSEC source: 0001209191-23-005531 · doc4.xml · nonDerivative · entry 2 Adkins Stephanie · CIK 0001957233 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,379 Read SEC document |
| January 26, 2023 Filed Jan 30, 2023 23:10 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionCommon Stock | 704 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005531 · doc4.xml · nonDerivative · entry 1 Adkins Stephanie · CIK 0001957233 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,563 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 · shares: Shares acquired pursuant to the vesting of the restricted stock unit award discussed in footnote 2. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 21:31 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | GrantRestricted Stock Units · Derivative | 2,107 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005262 · doc4.xml · derivative · entry 1 Adkins Stephanie · CIK 0001957233 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,107 Underlying: Common Stock · 2,107 shares Expires 2026-01-25 F1 · shares: Restricted stock units convert into common stock on a one-for-one basis. On January 25, 2023, the reporting person was granted 2,107 restricted stock units, vesting in 1/3 installments over a 3 year period beginning on the first anniversary date of the grant. F1 · derivative.exercise_date: Restricted stock units convert into common stock on a one-for-one basis. On January 25, 2023, the reporting person was granted 2,107 restricted stock units, vesting in 1/3 installments over a 3 year period beginning on the first anniversary date of the grant. Read SEC document |
| January 22, 2023 Filed Jan 24, 2023 22:52 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionRestricted Stock Unit · Derivative | 320 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004662 · doc4.xml · derivative · entry 2 Adkins Stephanie · CIK 0001957233 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 320 shares Expires 2023-01-22 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 · shares: Restricted stock units convert into common stock on a one-for-one basis. On January 22, 2020, the reporting person was granted 962 restricted stock units, vesting in 1/3 installments over a 3 year period beginning on the first anniversary date of the grant. Read SEC document |
| January 22, 2023 Filed Jan 24, 2023 22:52 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004662 · doc4.xml · nonDerivative · entry 1 Adkins Stephanie · CIK 0001957233 · Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,859 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 · shares: Shares acquired pursuant to the vesting of the restricted stock unit award discussed in footnote 2. 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.