Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Pathfinder Bancorp, Inc.PBHC · Entity 6777 | Director | May 04, 2026 | May 06, 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.
Pathfinder Bancorp, Inc.
Report date May 04, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,389 |
Ending reported balance
After 2026-05-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-04 · Exercise / conversion · Acquired 8,787 · Balance 12,302 Row 2 · 2026-05-04 · Exercise / conversion · Disposed 7,913 · Balance 4,389 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $11.35 · Expires 2026-05-06 | Direct | 0 |
Reported balance
After 2026-05-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-04 · Exercise / conversion · Disposed 8,787 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| May 04, 2026 Filed May 6, 2026 20:17 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | Exercise / conversionStock Options · Derivative | 8,787 | $0.00 Strike: $11.35 | $0.00 |
DisclosureSEC source: 0001193125-26-209029 · ownership.xml · derivative · entry 3 Littlejohn Melanie · CIK 0001675133 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,787 shares Expires 2026-05-06 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 |
| May 04, 2026 Filed May 6, 2026 20:17 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | Exercise / conversionCommon Stock | 7,913 | $13.48 | $106,671.20 |
DisclosureSEC source: 0001193125-26-209029 · ownership.xml · nonDerivative · entry 2 Littlejohn Melanie · CIK 0001675133 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,389 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 |
| May 04, 2026 Filed May 6, 2026 20:17 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | Exercise / conversionCommon Stock | 8,787 | $11.35 | $99,732.45 |
DisclosureSEC source: 0001193125-26-209029 · ownership.xml · nonDerivative · entry 1 Littlejohn Melanie · CIK 0001675133 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,302 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.