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 | 9,319.521 |
Reported balance
After 2024-06-14 transaction · row 1
1 source rowRow 1 · 2024-06-14 · Grant · Acquired 695 · Balance 9,319.521 |
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 | 12,407 |
Reported balance
Holding disclosure · report date 2026-05-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,407 |
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 |
|---|---|---|---|---|---|---|
| May 05, 2026 Filed May 6, 2026 20:22 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc., Common, Restricted Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-031323 · wk-form4_1778098930.xml · nonDerivative · entry 1 BROWN SARAH M · CIK 0001803865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500 F1 · balance_after: Restricted stock with various vesting dates over the next 18 months. Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 16:20 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | PurchaseOrrstown Financial Services, Inc, Common Stock | 406 | $36.21 | $14,701.26 |
DisclosureSEC source: 0001628280-26-005315 · wk-form4_1770222008.xml · nonDerivative · entry 1 BROWN SARAH M · CIK 0001803865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,866 Read SEC document |
| January 29, 2026 Filed Feb 2, 2026 21:56 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc., Common, Restricted Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-004670 · wk-form4_1770069386.xml · nonDerivative · entry 1 BROWN SARAH M · CIK 0001803865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,500 F1 · shares: Restricted Stock with Vesting Date of May 3, 2027 F2 · balance_after: Restricted stock with various vesting dates over the next 18 months. Read SEC document |
| September 03, 2025 Filed Sep 4, 2025 20:48 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | PurchaseOrrstown Financial Services, Inc, Common Stock | 288 | $35.00 | $10,080.00 |
DisclosureSEC source: 0000826154-25-000186 · wk-form4_1757018891.xml · nonDerivative · entry 1 BROWN SARAH M · CIK 0001803865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,340 F1 · balance_after: Includes 4,383 shares owned jointly with the reporting persons spouse Read SEC document |
| May 06, 2025 Filed May 8, 2025 23:46 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc., Common, Restricted Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-25-000118 · wk-form4_1746747972.xml · nonDerivative · entry 1 BROWN SARAH M · CIK 0001803865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500 F1 · balance_after: Restricted stock with various vesting dates over the next 18 months. Read SEC document |
| February 04, 2025 Filed Feb 6, 2025 21:53 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | PurchaseOrrstown Financial Services, Inc, Common Stock | 300 | $34.69 | $10,407.00 |
DisclosureSEC source: 0000826154-25-000040 · wk-form4_1738878822.xml · nonDerivative · entry 1 BROWN SARAH M · CIK 0001803865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,989 Read SEC document |
| January 30, 2025 Filed Jan 31, 2025 23:00 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-25-000031 · wk-form4_1738364449.xml · nonDerivative · entry 1 BROWN SARAH M · CIK 0001803865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 F1 · shares: Restricted Stock with Vesting Date of May 1, 2026 Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 20:24 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | PurchaseOrrstown Financial Services, Inc, Common Stock | 455 | $33.21 | $15,110.55 |
DisclosureSEC source: 0000826154-24-000199 · wk-form4_1723839835.xml · nonDerivative · entry 1 BROWN SARAH M · CIK 0001803865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,689 Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:11 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc, Common Stock | 8,154 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-24-000158 · wk-form4_1720037493.xml · nonDerivative · entry 1 BROWN SARAH M · CIK 0001803865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,154 F1 · balance_after: On July 1, 2024, Codorus Valley Bancorp, Inc. (CVLY) merged with and into Orrstown Financial Services, Inc. (ORRF). Pursuant to the merger, each share of CVLY common stock held by the reporting person was converted into the right to receive 0.875 shares of ORRF common stock (the Exchange Ratio), with an amount in cash, without interest, to be paid in lieu of fractional shares at $25.40 per share. The closing price of ORRF common stock on June 28, 2024 was $27.36 per share. Read SEC document |
| June 14, 2024 Filed Jun 17, 2024 15:09 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon stock | 695 | $21.58 | $14,998.10 |
DisclosureSEC source: 0000806279-24-000059 · primary_doc.xml · nonDerivative · entry 1 BROWN SARAH M · CIK 0001803865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,319.521 Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 10:17 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 1,327 | $22.60 | $29,990.20 |
DisclosureSEC source: 0000806279-24-000039 · primary_doc.xml · nonDerivative · entry 1 BROWN SARAH M · CIK 0001803865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,624.521 Read SEC document |
| March 23, 2023 Filed Mar 24, 2023 13:25 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 490 | $21.25 | $10,414.46 |
DisclosureSEC source: 0001803865-23-000001 · primary_doc.xml · nonDerivative · entry 1 BROWN SARAH M · CIK 0001803865 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,279.077 Read SEC document |
| March 10, 2023 Filed Mar 13, 2023 14:11 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 1,261 | $23.78 | $29,986.58 |
DisclosureSEC source: 0000806279-23-000025 · primary_doc.xml · nonDerivative · entry 1 BROWN SARAH M · CIK 0001803865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,789.077 Read SEC document |
| November 15, 2022 Filed Nov 18, 2022 11:22 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 324 | $23.75 | $7,695.00 |
DisclosureSEC source: 0000806279-22-000120 · primary_doc.xml · nonDerivative · entry 2 BROWN SARAH M · CIK 0001803865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,207.257 Read SEC document |
| November 15, 2022 Filed Nov 18, 2022 11:22 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 100 | $23.55 | $2,355.00 |
DisclosureSEC source: 0000806279-22-000120 · primary_doc.xml · nonDerivative · entry 1 BROWN SARAH M · CIK 0001803865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,883.257 Read SEC document |
| June 17, 2022 Filed Jun 21, 2022 16:03 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 440 | $22.46 | $9,884.34 |
DisclosureSEC source: 0000806279-22-000094 · primary_doc.xml · nonDerivative · entry 1 BROWN SARAH M · CIK 0001803865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,783.257 Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 13:06 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 914 | $21.87 | $19,989.18 |
DisclosureSEC source: 0000806279-22-000056 · primary_doc.xml · nonDerivative · entry 1 BROWN SARAH M · CIK 0001803865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,343.257 Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 14:28 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 465 | $21.53 | $10,011.45 |
DisclosureSEC source: 0000806279-21-000062 · primary_doc.xml · nonDerivative · entry 1 BROWN SARAH M · CIK 0001803865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,365.808 Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 09:30 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 442 | $22.45 | $9,923.39 |
DisclosureSEC source: 0000806279-21-000052 · primary_doc.xml · nonDerivative · entry 1 BROWN SARAH M · CIK 0001803865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,900.808 Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 12:18 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 1,070 | $16.34 | $17,483.80 |
DisclosureSEC source: 0000806279-21-000014 · primary_doc.xml · nonDerivative · entry 1 BROWN SARAH M · CIK 0001803865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,458.808 Read SEC document |
| December 10, 2020 Filed Dec 14, 2020 13:46 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 578 | $16.89 | $9,762.94 |
DisclosureSEC source: 0000806279-20-000046 · primary_doc.xml · nonDerivative · entry 1 BROWN SARAH M · CIK 0001803865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,376.025 Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 14:22 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 690 | $15.09 | $10,409.13 |
DisclosureSEC source: 0000806279-20-000031 · primary_doc.xml · nonDerivative · entry 1 BROWN SARAH M · CIK 0001803865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 798.025 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.