Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CODORUS VALLEY BANCORP INCCVLY · Entity 89809 | Director | June 14, 2024 | June 17, 2024 |
| ORRSTOWN FINANCIAL SERVICES INCORRF · Entity 5109 | Director | May 05, 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.
CODORUS VALLEY BANCORP INC
Report date June 14, 2024 · Filed June 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 43,970.162 |
Reported balance
After 2024-06-14 transaction · row 1
1 source rowRow 1 · 2024-06-14 · Grant · Acquired 695 · Balance 43,970.162 |
| Common stockSEC Table I · non-derivative | IndirectJack Giambalvo Motor Co profit sharing plan FBO John Giambalvo | 6,037 |
Reported balance
Holding disclosure · report date 2024-06-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,037 |
ORRSTOWN FINANCIAL SERVICES INC
Report date May 05, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Orrstown Financial Services, Inc. Common, Restricted StockSEC Table I · non-derivative | Direct | 2,500 |
Reported balance
After 2026-05-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-05 · Grant · Acquired 1,500 · Balance 2,500 F1: Restricted stock with various vesting dates over the next 18 months. |
| Orrstown Financial Services, Inc, Common StockSEC Table I · non-derivative | Direct | 43,062 |
Reported balance
Holding disclosure · report date 2026-05-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 43,062 |
| Orrstown Financial Services, Inc, Common StockSEC Table I · non-derivative | IndirectJack Giambalvo Motor Co profit sharing plan FBO John Giambalvo | 5,282 |
Reported balance
Holding disclosure · report date 2026-05-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,282 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock with various vesting dates over the next 18 months.
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 |
|---|---|---|---|---|---|---|
| February 01, 2018 Filed Feb 5, 2018 13:58 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 1,754 | $28.50 | $49,989.00 |
DisclosureSEC source: 0000806279-18-000002 · primary_doc.xml · nonDerivative · entry 1 GIAMBALVO JOHN W · CIK 0001694954 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,632.766 Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 12:58 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 606 | $0.00 | $0.00 |
DisclosureSEC source: 0000806279-17-000040 · primary_doc.xml · nonDerivative · entry 1 GIAMBALVO JOHN W · CIK 0001694954 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,878.766 Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 09:49 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 250 | $31.68 | $7,920.00 |
DisclosureSEC source: 0000806279-17-000019 · primary_doc.xml · nonDerivative · entry 1 GIAMBALVO JOHN W · CIK 0001694954 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,177.766 Read SEC document |
| August 07, 2017 Filed Aug 8, 2017 15:48 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 285 | $27.51 | $7,840.35 |
DisclosureSEC source: 0000806279-17-000015 · primary_doc.xml · nonDerivative · entry 1 GIAMBALVO JOHN W · CIK 0001694954 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,925.142 Read SEC document |
| May 05, 2017 Filed May 8, 2017 12:30 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 165 | $28.60 | $4,719.00 |
DisclosureSEC source: 0000806279-17-000003 · primary_doc.xml · nonDerivative · entry 1 GIAMBALVO JOHN W · CIK 0001694954 · Director of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,637.643 Read SEC document |
| April 28, 2017 Filed May 2, 2017 12:40 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 945 | $29.05 | $27,452.25 |
DisclosureSEC source: 0000806279-17-000001 · primary_doc.xml · nonDerivative · entry 1 GIAMBALVO JOHN W · CIK 0001694954 · Director of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,472.643 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.