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 |
|---|---|---|---|---|---|---|
| December 06, 2016 Filed Dec 6, 2016 21:00 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | SaleCommon Stock | 1,000 | $46.00 | $46,000.00 |
DisclosureSEC source: 0001056943-16-000072 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,315.42 Read SEC document |
| November 18, 2016 Filed Nov 23, 2016 17:26 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | SaleCommon Stock | 2,036 | $46.00 | $93,656.00 |
DisclosureSEC source: 0001056943-16-000069 · primary_doc.xml · nonDerivative · entry 1 BEST CRAIG W · CIK 0001348798 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,315.42 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.