Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRANKLIN FINANCIAL SERVICES CORP /PA/FRAF · Entity 6033 | CEO | June 01, 2026 | June 02, 2026 |
| PEOPLES FINANCIAL SERVICES CORP.PFIS · Entity 5235 | Director · CEO | November 27, 2024 | November 27, 2024 |
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.
FRANKLIN FINANCIAL SERVICES CORP /PA/
Report date June 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,559 |
Reported balance
After 2026-06-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 246 · Balance 17,559 F1: Shares purchased pursuant to the Franklin Financial Services Corporation 2025 Employee Stock Purchase Plan ("ESPP")for the ESPP purchase period of December 1, 2025 through May 31, 2026. F2: In accordance with the ESPP, these shares were purchased at a price equal to 90% of the closing price of the issuer's common stock on December 1, 2025. F3: Includes previously reported unvested restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares purchased pursuant to the Franklin Financial Services Corporation 2025 Employee Stock Purchase Plan ("ESPP")for the ESPP purchase period of December 1, 2025 through May 31, 2026.
F2: In accordance with the ESPP, these shares were purchased at a price equal to 90% of the closing price of the issuer's common stock on December 1, 2025.
F3: Includes previously reported unvested restricted stock units.
PEOPLES FINANCIAL SERVICES CORP.
Report date November 27, 2024 · Filed November 27, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | IndirectIRA | 4,726 |
Reported balance
After 2024-11-27 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-11-27 · Sale · Disposed 2,500 · Balance 4,726 |
| COMMON STOCKSEC Table I · non-derivative | Direct | 18,443.892 |
Reported balance
Holding disclosure · report date 2024-11-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 18,443.892 |
| COMMON STOCKSEC Table I · non-derivative | IndirectPSBT Employee Stock Ownership Plan | 1,543.1008 |
Reported balance
Holding disclosure · report date 2024-11-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,543.1008 |
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 |
|---|---|---|---|---|---|---|
| June 01, 2026 Filed Jun 2, 2026 14:56 UTC | FRANKLIN FINANCIAL SERVICES CORP /PA/ FRAF · Entity 6033 | GrantCommon Stock | 246 | $47.51 | $11,687.46 |
DisclosureSEC source: 0001348798-26-000004 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,559 F1 · kind: Shares purchased pursuant to the Franklin Financial Services Corporation 2025 Employee Stock Purchase Plan ("ESPP")for the ESPP purchase period of December 1, 2025 through May 31, 2026. F2 · price: In accordance with the ESPP, these shares were purchased at a price equal to 90% of the closing price of the issuer's common stock on December 1, 2025. F3 · balance_after: Includes previously reported unvested restricted stock units. Read SEC document |
| March 02, 2026 Filed Mar 19, 2026 13:04 UTC | FRANKLIN FINANCIAL SERVICES CORP /PA/ FRAF · Entity 6033 | GrantCommon Stock | 2,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001348798-26-000003 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,308 F1 · date: This transaction is being filed late due to a delay in response from the SEC. F2 · shares: Pursuant to the issuer's 2019 Omnibus Stock Incentive Plan, the reporting person was granted restricted stock units ("RSUs"), which represent a contingent right to receive one share of Common Stock for each RSU. RSUs vest in three equal installments on March 1, 2027, March 1, 2028, and March 1, 2029, subject to continued service. F3 · balance_after: Total shares includes 11 shares acquired pursuant to the issuer's 2010 Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 21:17 UTC | FRANKLIN FINANCIAL SERVICES CORP /PA/ FRAF · Entity 6033 | Tax withholdingCommon Stock | 631 | $39.00 | $24,609.00 |
DisclosureSEC source: 0001348798-25-000012 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,975 F1 · shares: Represents shares of Common Stock withheld by the issuer to satisfy the reporting person's income tax obligations associated with the vesting of a previously reported grant of restricted stock units. Read SEC document |
| March 07, 2025 Filed Mar 7, 2025 19:40 UTC | FRANKLIN FINANCIAL SERVICES CORP /PA/ FRAF · Entity 6033 | PurchaseCommon Stock | 6,756 | $37.00 | $249,972.00 |
DisclosureSEC source: 0001348798-25-000011 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,606 Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 20:53 UTC | FRANKLIN FINANCIAL SERVICES CORP /PA/ FRAF · Entity 6033 | PurchaseCommon Stock | 7,350 | $33.92 | $249,312.00 |
DisclosureSEC source: 0001348798-25-000010 · primary_doc.xml · nonDerivative · entry 2 BEST CRAIG W · CIK 0001348798 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,850 Read SEC document |
| January 14, 2025 Filed Feb 4, 2025 20:53 UTC | FRANKLIN FINANCIAL SERVICES CORP /PA/ FRAF · Entity 6033 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001348798-25-000010 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500 F1 · date: This transaction is being filed late due to an unanticipated delay in obtaining the reporting person's EDGAR filing codes. F2 · shares: Restricted Stock Units ("RSUs") granted to the reporting person represent a contingent right to receive one share of issuer's Common Stock for each RSU. The RSUs vest 100% on July 15, 2025. Read SEC document |
| November 27, 2024 Filed Nov 27, 2024 19:31 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | SaleCOMMON STOCK | 2,500 | $57.01 | $142,536.00 |
DisclosureSEC source: 0001437749-24-036332 · rdgdoc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 4,726 Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 21:21 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | SaleCOMMON STOCK | 4,341 | $54.00 | $234,414.00 |
DisclosureSEC source: 0001437749-24-036171 · rdgdoc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 7,226 Read SEC document |
| November 13, 2024 Filed Nov 14, 2024 21:39 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | SaleCOMMON STOCK | 659 | $54.00 | $35,586.00 |
DisclosureSEC source: 0001437749-24-035347 · rdgdoc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 11,567 Read SEC document |
| November 11, 2024 Filed Nov 14, 2024 21:39 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | SaleCOMMON STOCK | 5,000 | $52.00 | $260,000.00 |
DisclosureSEC source: 0001437749-24-035347 · rdgdoc.xml · nonDerivative · entry 2 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 12,226 Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 16:22 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-24-000025 · primary_doc.xml · nonDerivative · entry 3 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,443.892 Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 16:22 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 1,116 | $40.30 | $44,974.80 |
DisclosureSEC source: 0001056943-24-000025 · primary_doc.xml · nonDerivative · entry 2 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,212.892 Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 16:22 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 3,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-24-000025 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,328.892 Read SEC document |
| December 31, 2023 Filed Feb 14, 2024 14:57 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 57.6734 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-24-000018 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 1,543.1008 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| June 29, 2023 Filed Jun 30, 2023 18:43 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-23-000036 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,832.892 F1 · balance_after: Balance includes adjustment for an aggregate of 124.679 shares acquired by the reporting person through dividend reinvestment under the Issuer's Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| March 11, 2023 Filed Mar 14, 2023 15:37 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 299 | $47.20 | $14,112.80 |
DisclosureSEC source: 0001056943-23-000024 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,573.213 Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 13:24 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 1,102 | $49.40 | $54,438.80 |
DisclosureSEC source: 0001056943-23-000018 · primary_doc.xml · nonDerivative · entry 2 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,872.213 Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 13:24 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 3,566 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-23-000018 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,974.213 Read SEC document |
| December 31, 2022 Filed Feb 13, 2023 19:00 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 74.732 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-23-000016 · primary_doc.xml · nonDerivative · entry 3 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 1,485.4274 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| March 26, 2022 Filed Feb 13, 2023 19:00 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 328 | $51.02 | $16,734.56 |
DisclosureSEC source: 0001056943-23-000016 · primary_doc.xml · nonDerivative · entry 2 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,408.213 F2 · balance_after: Balance includes adjustment for an aggregate of 330.928 shares acquired by the reporting person through dividend reinvestment under the Issuer's Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| March 11, 2022 Filed Feb 13, 2023 19:00 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 693 | $48.20 | $33,402.60 |
DisclosureSEC source: 0001056943-23-000016 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,405.285 Read SEC document |
| February 24, 2022 Filed Feb 25, 2022 19:02 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-22-000021 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,259.285 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 20:40 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 3,566 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-22-000027 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,825.285 Read SEC document |
| February 24, 2022 Filed Mar 1, 2022 21:17 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 1,693 | $47.86 | $81,026.98 |
DisclosureSEC source: 0001056943-22-000032 · primary_doc.xml · nonDerivative · entry 2 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,132.285 Read SEC document |
| February 24, 2022 Filed Mar 1, 2022 21:17 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 3,566 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-22-000032 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,825.285 Read SEC document |
| February 24, 2022 Filed Mar 4, 2022 19:57 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 1,727 | $47.86 | $82,654.22 |
DisclosureSEC source: 0001056943-22-000033 · primary_doc.xml · nonDerivative · entry 2 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,098.285 Read SEC document |
| February 24, 2022 Filed Mar 4, 2022 19:57 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 3,566 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-22-000033 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,825.285 Read SEC document |
| December 31, 2021 Filed Feb 11, 2022 16:25 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 66.3975 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-22-000019 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 1,410.6954 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| April 11, 2021 Filed May 7, 2021 16:10 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 156 | $41.56 | $6,483.36 |
DisclosureSEC source: 0001056943-21-000025 · primary_doc.xml · nonDerivative · entry 3 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,028.242 Read SEC document |
| March 26, 2021 Filed May 7, 2021 16:10 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 158 | $42.95 | $6,786.10 |
DisclosureSEC source: 0001056943-21-000025 · primary_doc.xml · nonDerivative · entry 2 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,184.242 F1 · balance_after: Balance includes adjustment for an aggregate of 51.591 shares acquired by the reporting person through dividend reinvestment under the Issuer's Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| March 11, 2021 Filed May 7, 2021 16:10 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 158 | $46.21 | $7,301.18 |
DisclosureSEC source: 0001056943-21-000025 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,290.651 Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 16:13 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 1,021 | $42.51 | $43,402.71 |
DisclosureSEC source: 0001056943-21-000013 · primary_doc.xml · nonDerivative · entry 2 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,312.651 Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 16:13 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 2,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-21-000013 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,333.651 Read SEC document |
| February 25, 2021 Filed Mar 2, 2021 17:25 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-21-000016 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,448.651 Read SEC document |
| December 31, 2020 Filed Feb 10, 2021 18:55 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 31.4228 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-21-000008 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 1,344.2979 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 19:16 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-20-000025 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,417.783 Read SEC document |
| February 27, 2020 Filed Mar 9, 2020 18:06 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-20-000032 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,386.783 F1 · shares: To correct the calculation of shares subject to the award. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 18:54 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 3,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-20-000006 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,711.783 Read SEC document |
| January 30, 2020 Filed Feb 10, 2020 18:32 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 1,344 | $48.43 | $65,089.92 |
DisclosureSEC source: 0001056943-20-000010 · primary_doc.xml · nonDerivative · entry 2 BEST CRAIG W · CIK 0001348798 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,367.783 Read SEC document |
| January 30, 2020 Filed Feb 10, 2020 18:32 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 3,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-20-000010 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,711.783 Read SEC document |
| January 30, 2020 Filed Jul 14, 2020 17:50 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | Tax withholdingCommon Stock | 1,151 | $48.43 | $55,742.93 |
DisclosureSEC source: 0001056943-20-000049 · primary_doc.xml · nonDerivative · entry 2 BEST CRAIG W · CIK 0001348798 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,210.783 F2 · shares: To correct calculation of shares for tax withholding. Read SEC document |
| January 30, 2020 Filed Jul 14, 2020 17:50 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 3,159 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-20-000049 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,361.783 F1 · shares: To correct the calculation of shares. Read SEC document |
| December 31, 2019 Filed Feb 14, 2020 17:11 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 79.715 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-20-000019 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 1,312.8751 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| March 26, 2019 Filed May 7, 2019 19:13 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-19-000018 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,202.783 F1 · balance_after: Includes shares that were reported as separate holdings in previous filings. Read SEC document |
| December 31, 2018 Filed Feb 14, 2019 15:41 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 119.1233 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-19-000015 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · PSBT Employee Stock Ownership Plan Disclosed balance after: 1,233.1599 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| April 11, 2018 Filed Apr 30, 2018 17:02 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-18-000018 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock Award, Grant date 4/11/18 Disclosed balance after: 1,002 F1 · kind: This stock award vests in 3 equal annual tranches beginning on April 11, 2019. Read SEC document |
| December 31, 2017 Filed Feb 9, 2018 17:31 UTC | PEOPLES FINANCIAL SERVICES CORP. pfis · Entity 5235 | OtherCommon Stock | 87.438 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-18-000012 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · PSB&T Employee Stock Ownership Plan Disclosed balance after: 1,114.037 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan Read SEC document |
| March 13, 2017 Filed Mar 16, 2017 20:50 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 1,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-17-000016 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock Award Disclosed balance after: 1,111 F1 · kind: This stock award vests in 3 equal annual tranches beginning on March 13, 2018. Read SEC document |
| December 31, 2016 Filed Feb 14, 2017 16:58 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 102.531 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-17-000014 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · PSB&T Employee Stock Ownership Plan Disclosed balance after: 1,026.598 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| December 07, 2016 Filed Dec 7, 2016 19:31 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | SaleCommon Stock | 2,375 | $46.03 | $109,318.40 |
DisclosureSEC source: 0001056943-16-000073 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Amount of shares includes 59 shares acquired by the reporting person through dividend reinvestment under the Issuer's Dividend Reinvestment and Stock Purchase Plan during 2016. 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.