Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS FINANCIAL SERVICES INCCZFS · Entity 5692 | Director | September 15, 2026 | September 15, 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.
CITIZENS FINANCIAL SERVICES INC
Report date September 15, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON CLASSSEC Table I · non-derivative | Direct | 13,106.0437 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 70 · Balance 13,106.0437 |
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 |
|---|---|---|---|---|---|---|
| September 15, 2026 Filed Sep 15, 2026 20:26 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-26-000078 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,106.0437 Read SEC document |
| April 30, 2026 Filed Apr 30, 2026 18:52 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 99 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-26-000036 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,867.5964 Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 20:46 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-25-000127 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,589.1211 Read SEC document |
| September 15, 2025 Filed Sep 16, 2025 12:52 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 94 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-25-000103 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,404.877 Read SEC document |
| June 27, 2025 Filed Jun 27, 2025 13:23 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 120.1785 | $60.42 | $7,261.18 |
DisclosureSEC source: 0000739421-25-000082 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,230.0331 Read SEC document |
| June 16, 2025 Filed Jun 17, 2025 11:09 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-25-000055 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,109.8545 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 20:41 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-25-000029 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,925.6126 Read SEC document |
| December 16, 2024 Filed Dec 17, 2024 21:13 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-24-000113 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,751.8976 Read SEC document |
| September 17, 2024 Filed Sep 18, 2024 12:30 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 94 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-24-000091 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,601.6081 Read SEC document |
| June 28, 2024 Filed Jun 28, 2024 14:26 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 111.956 | $43.95 | $4,920.47 |
DisclosureSEC source: 0000739421-24-000065 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,414.5545 Read SEC document |
| June 18, 2024 Filed Jun 20, 2024 13:03 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 107 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-24-000044 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,302.5985 Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 19:17 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 98 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-24-000015 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,098.1939 Read SEC document |
| August 28, 2023 Filed Aug 30, 2023 16:12 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-23-000066 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,832.8072 Read SEC document |
| June 30, 2023 Filed Jun 30, 2023 11:42 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 104.6645 | $77.05 | $8,064.40 |
DisclosureSEC source: 0000739421-23-000030 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,571.1178 Read SEC document |
| June 24, 2022 Filed Jun 24, 2022 11:12 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 99.2951 | $66.00 | $6,553.48 |
DisclosureSEC source: 0000739421-22-000046 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,028.8011 Read SEC document |
| May 04, 2022 Filed May 6, 2022 12:49 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-22-000025 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,929.506 Read SEC document |
| June 25, 2021 Filed Jun 25, 2021 11:12 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 90.2393 | $61.00 | $5,504.60 |
DisclosureSEC source: 0000739421-21-000040 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,314.1681 Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 15:14 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-21-000031 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,223.9288 Read SEC document |
| June 26, 2020 Filed Jun 26, 2020 11:24 UTC | CITIZENS FINANCIAL SERVICES INC czfs · Entity 5692 | OtherCOMMON CLASS | 83.9962 | $50.00 | $4,199.81 |
DisclosureSEC source: 0000739421-20-000063 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,483.6154 Read SEC document |
| May 19, 2020 Filed May 21, 2020 12:41 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-20-000038 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,399.6192 Read SEC document |
| June 28, 2019 Filed Jun 28, 2019 12:42 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 78.0349 | $61.00 | $4,760.13 |
DisclosureSEC source: 0000739421-19-000068 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,881.5226 Read SEC document |
| May 09, 2019 Filed May 10, 2019 11:32 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-19-000034 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,264.972 Read SEC document |
| May 09, 2019 Filed May 28, 2019 19:19 UTC Amendment | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-19-000065 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,803.4877 Read SEC document |
| June 29, 2018 Filed Jun 29, 2018 12:10 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 72.1497 | $62.50 | $4,509.36 |
DisclosureSEC source: 0000739421-18-000067 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,287.1217 Read SEC document |
| May 10, 2018 Filed May 11, 2018 12:09 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-18-000034 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,214.972 Read SEC document |
| June 30, 2017 Filed Jun 30, 2017 12:36 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 322.6578 | $54.50 | $17,584.85 |
DisclosureSEC source: 0000739421-17-000067 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,775.8129 Read SEC document |
| May 11, 2017 Filed May 12, 2017 11:58 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-17-000032 · primary_doc.xml · nonDerivative · entry 1 Chappell Robert W · CIK 0001357956 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,397.5993 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.