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 | 50,078.35 |
Reported balance
After 2024-06-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-06-14 · Grant · Acquired 695 · Balance 50,078.35 F1: 40,290 shares held jointly with spouse |
Filing footnotes · ownership attribution and instrument terms
F1: 40,290 shares held jointly with spouse
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 | 53,096 |
Reported balance
Holding disclosure · report date 2026-05-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 53,096 F2: These shares consist of 13,491 shares held individually by the reporting person, 3,800 shares held in a family trust and the remainder held jointly with the reporting person's spouse. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock with various vesting dates over the next 18 months.
F2: These shares consist of 13,491 shares held individually by the reporting person, 3,800 shares held in a family trust and the remainder held jointly with the reporting person's spouse.
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: 0001628280-26-031325 · wk-form4_1778098942.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · 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 |
| March 18, 2026 Filed Mar 19, 2026 20:17 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | PurchaseOrrstown Financial Services, Inc, Common Stock | 1,000 | $34.02 | $34,017.00 |
DisclosureSEC source: 0001628280-26-019814 · wk-form4_1773951432.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,529 F1 · balance_after: These shares consist of 2,500 shares held individually by the reporting person, 3,800 shares held in a family trust and the remainder held jointly with the reporting person's spouse. 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: 0001628280-26-004669 · wk-form4_1770069380.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · 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 |
| May 06, 2025 Filed May 8, 2025 23:47 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-25-000125 · wk-form4_1746748043.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · 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 |
| March 19, 2025 Filed Mar 21, 2025 21:02 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | PurchaseOrrstown Financial Services, Inc, Common Stock | 2,500 | $30.87 | $77,175.00 |
DisclosureSEC source: 0000826154-25-000083 · wk-form4_1742590954.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,330 F1 · balance_after: These shares consist of 10,725 shares held individually by the reporting person, 2,800 shares held in a family trust and the remainder held jointly with the reporting person's spouse. 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 | 2,800 | $34.76 | $97,328.00 |
DisclosureSEC source: 0000826154-25-000039 · wk-form4_1738878811.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,766 F1 · balance_after: These shares consist of 8,013 shares held individually by the reporting person and the remainder held jointly with the reporting person's spouse. 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: 0000826154-25-000029 · wk-form4_1738364427.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · 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 |
| July 01, 2024 Filed Jul 3, 2024 20:11 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc, Common Stock | 43,818 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-24-000157 · wk-form4_1720037480.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,818 F1 · balance_after: These shares consist of 8,013 shares held individually by the reporting person and the remainder held jointly with the reporting person's spouse. F2 · 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 15:17 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon stock | 695 | $21.58 | $14,998.10 |
DisclosureSEC source: 0000806279-24-000060 · primary_doc.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,078.35 F1 · balance_after: 40,290 shares held jointly with spouse Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 10:22 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 1,327 | $22.60 | $29,990.20 |
DisclosureSEC source: 0000806279-24-000040 · primary_doc.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,383.35 F1 · balance_after: 40,290 shares held jointly with spouse Read SEC document |
| May 17, 2023 Filed May 22, 2023 09:31 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 1,000 | $16.99 | $16,990.00 |
DisclosureSEC source: 0000806279-23-000072 · primary_doc.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,839.826 F1 · balance_after: 38,820 shares held jointly with spouse Read SEC document |
| March 24, 2023 Filed Mar 27, 2023 10:18 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 1,500 | $21.27 | $31,905.00 |
DisclosureSEC source: 0000806279-23-000061 · primary_doc.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,839.826 F1 · balance_after: 37,820 shares held jointly with spouse Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 09:57 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 1,261 | $23.78 | $29,986.58 |
DisclosureSEC source: 0000806279-23-000039 · primary_doc.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,339.826 F1 · balance_after: 36,320 shares held jointly with spouse Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 12:38 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 914 | $21.87 | $19,989.18 |
DisclosureSEC source: 0000806279-22-000051 · primary_doc.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,929.797 F1 · balance_after: 36,320 shares held jointly with spouse Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 11:16 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 1,070 | $16.34 | $17,483.80 |
DisclosureSEC source: 0000806279-21-000008 · primary_doc.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,900.766 F1 · balance_after: Includes 36,320 shares held jointly with spouse. Read SEC document |
| May 11, 2020 Filed May 12, 2020 12:30 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 10,000 | $12.75 | $127,500.00 |
DisclosureSEC source: 0000806279-20-000028 · primary_doc.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,715.156 F1 · balance_after: 36,320 shares are held jointly with spouse Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 14:11 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 2,500 | $18.16 | $45,400.00 |
DisclosureSEC source: 0000806279-20-000022 · primary_doc.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,715.156 F1 · balance_after: 26,320 shares held jointly with spouse Read SEC document |
| December 10, 2019 Filed Dec 11, 2019 15:37 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 885 | $22.59 | $19,992.15 |
DisclosureSEC source: 0000806279-19-000036 · primary_doc.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,835.174 F1 · balance_after: 22,686.00 share held jointly with spouse Read SEC document |
| June 05, 2019 Filed Jun 7, 2019 13:52 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 926 | $20.80 | $19,260.80 |
DisclosureSEC source: 0000806279-19-000023 · primary_doc.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,266.026 F1 · balance_after: 25,018.139 shares held jointly with spouse Read SEC document |
| June 04, 2019 Filed Jun 6, 2019 13:48 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon stock | 74 | $20.80 | $1,539.20 |
DisclosureSEC source: 0001535463-19-000002 · primary_doc.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,340.026 F1 · balance_after: 24,092.139 shares held jointly with spouse Read SEC document |
| June 03, 2019 Filed Jun 5, 2019 16:33 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon stock | 4,000 | $21.25 | $85,000.00 |
DisclosureSEC source: 0001535463-19-000001 · primary_doc.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,266.026 F1 · balance_after: 24,018.139 shares held jointly with spouse Read SEC document |
| May 02, 2019 Filed May 6, 2019 11:20 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 1,000 | $21.00 | $21,000.00 |
DisclosureSEC source: 0000806279-19-000021 · primary_doc.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,266.026 F1 · balance_after: 20,018.139 shares held jointly with spouse Read SEC document |
| April 25, 2019 Filed May 2, 2019 14:13 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 1,000 | $20.90 | $20,896.60 |
DisclosureSEC source: 0000806279-19-000020 · primary_doc.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,266.026 F1 · balance_after: 19,018.139 share held jointly with spouse Read SEC document |
| December 11, 2018 Filed Dec 13, 2018 10:27 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 837 | $23.88 | $19,987.56 |
DisclosureSEC source: 0000806279-18-000034 · primary_doc.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,206.519 F1 · balance_after: 17,974.554 held jointly with spouse Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 17:35 UTC Amendment | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 606 | $0.00 | $0.00 |
DisclosureSEC source: 0000806279-17-000049 · primary_doc.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,268.751 F1 · balance_after: Includes 16,968.366 held jointly with spouse. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 12:36 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 606 | $0.00 | $0.00 |
DisclosureSEC source: 0000806279-17-000039 · primary_doc.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,268.751 F1 · balance_after: Includes 16,968.366 held jointly with spouse. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 09:26 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 656 | $0.00 | $0.00 |
DisclosureSEC source: 0000806279-17-000006 · primary_doc.xml · nonDerivative · entry 1 Brunner Brian D · CIK 0001535463 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,817.366 F1 · shares: Stock award granted under the 2017 Long-Term Incentive Plan. 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.