Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Pathfinder Bancorp, Inc.PBHC · Entity 6777 | Senior Vice President | April 08, 2026 | April 10, 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 April 08, 2026 · Filed April 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 4,392 |
Reported balance
Holding disclosure · report date 2026-04-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 4,392 F1: Reflects ESOP shares allocated April 2026. |
| Common StockSEC Table I · non-derivative | Direct | 16,771 |
Reported balance
Holding disclosure · report date 2026-04-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 16,771 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 15,352 |
Reported balance
Holding disclosure · report date 2026-04-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 15,352 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $9.76 · Expires 2030-09-11 | Direct | 3,000 |
Reported balance
Holding disclosure · report date 2026-04-08 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 3,000 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $10.37 · Expires 2030-10-28 | Direct | 1,500 |
Reported balance
Holding disclosure · report date 2026-04-08 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects ESOP shares allocated April 2026.
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 27, 2026 Filed Mar 2, 2026 22:37 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | Exercise / conversionStock Options · Derivative | 2,109 | $0.00 Strike: $11.35 | $0.00 |
DisclosureSEC source: 0001193125-26-085842 · ownership.xml · derivative · entry 5 Tascarella Ronald G. · CIK 0001781954 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,109 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 |
| February 27, 2026 Filed Mar 2, 2026 22:37 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | Exercise / conversionCommon Stock | 1,865 | $13.42 | $25,023.45 |
DisclosureSEC source: 0001193125-26-085842 · ownership.xml · nonDerivative · entry 2 Tascarella Ronald G. · CIK 0001781954 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,771 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 |
| February 27, 2026 Filed Mar 2, 2026 22:37 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | Exercise / conversionCommon Stock | 2,109 | $11.35 | $23,937.15 |
DisclosureSEC source: 0001193125-26-085842 · ownership.xml · nonDerivative · entry 1 Tascarella Ronald G. · CIK 0001781954 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,636 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 |
| January 31, 2025 Filed Feb 4, 2025 22:41 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | GrantCommon Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-002773 · rdgdoc.xml · nonDerivative · entry 1 Tascarella Ronald G. · CIK 0001781954 · SVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,527 F1 · shares: Shares of restricted stock vest at a rate of 25% per year commencing on January 31, 2026. Read SEC document |
| October 28, 2020 Filed Dec 30, 2020 22:00 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | GrantStock Options · Derivative | 1,500 | $0.00 Strike: $10.37 | $0.00 |
DisclosureSEC source: 0001209191-20-065539 · doc4.xml · derivative · entry 7 Tascarella Ronald G. · CIK 0001781954 · 1st Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires 2030-10-28 F4 · derivative.underlying_shares: Stock options vest over a 3 year period at a rate of 33.333% per year commencing on October 28, 2021. Read SEC document |
| October 28, 2020 Filed Dec 30, 2020 22:00 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-065539 · doc4.xml · nonDerivative · entry 3 Tascarella Ronald G. · CIK 0001781954 · 1st Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F2 · balance_after: Shares of restricted stock vest over a 3 year period at a rate of 33.333% per year commencing on October 28, 2021. Read SEC document |
| October 28, 2020 Filed Feb 5, 2021 15:29 UTC Amendment | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | GrantStock Options · Derivative | 1,500 | $0.00 Strike: $10.37 | $0.00 |
DisclosureSEC source: 0001209191-21-008033 · doc4a.xml · derivative · entry 7 Tascarella Ronald G. · CIK 0001781954 · 1st Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires 2030-10-28 F4 · derivative.underlying_shares: Stock options vest over a 3 year period at a rate of 33.333% per year commencing on October 28, 2021. Read SEC document |
| October 28, 2020 Filed Feb 5, 2021 15:29 UTC Amendment | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008033 · doc4a.xml · nonDerivative · entry 3 Tascarella Ronald G. · CIK 0001781954 · 1st Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F2 · balance_after: Shares of restricted stock vest over a 3 year period at a rate of 33.333% per year commencing on October 28, 2021. Read SEC document |
| September 11, 2020 Filed Dec 30, 2020 22:00 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | GrantStock Options · Derivative | 3,000 | $0.00 Strike: $9.76 | $0.00 |
DisclosureSEC source: 0001209191-20-065539 · doc4.xml · derivative · entry 6 Tascarella Ronald G. · CIK 0001781954 · 1st Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2030-09-11 F3 · derivative.underlying_shares: Stock options vest over a 3 year period at a rate of 33.333% per year commencing on September 11, 2021. Read SEC document |
| September 11, 2020 Filed Dec 30, 2020 22:00 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-065539 · doc4.xml · nonDerivative · entry 2 Tascarella Ronald G. · CIK 0001781954 · 1st Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F1 · balance_after: Shares of restricted stock vest over a 3 year period at a rate of 33.333% per year commencing on September 11, 2021. Read SEC document |
| September 11, 2020 Filed Feb 5, 2021 15:29 UTC Amendment | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | GrantStock Options · Derivative | 3,000 | $0.00 Strike: $9.76 | $0.00 |
DisclosureSEC source: 0001209191-21-008033 · doc4a.xml · derivative · entry 6 Tascarella Ronald G. · CIK 0001781954 · 1st Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2030-09-11 F3 · derivative.underlying_shares: Stock options vest over a 3 year period at a rate of 33.333% per year commencing on September 11, 2021. Read SEC document |
| September 11, 2020 Filed Feb 5, 2021 15:29 UTC Amendment | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008033 · doc4a.xml · nonDerivative · entry 2 Tascarella Ronald G. · CIK 0001781954 · 1st Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F1 · balance_after: Shares of restricted stock vest over a 3 year period at a rate of 33.333% per year commencing on September 11, 2021. Read SEC document |
| August 05, 2020 Filed Dec 30, 2020 22:00 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | PurchaseCommon Stock | 357 | $9.59 | $3,423.63 |
DisclosureSEC source: 0001209191-20-065539 · doc4.xml · nonDerivative · entry 1 Tascarella Ronald G. · CIK 0001781954 · 1st Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 15,879 Read SEC document |
| August 05, 2020 Filed Feb 5, 2021 15:29 UTC Amendment | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | PurchaseCommon Stock | 357 | $9.59 | $3,423.63 |
DisclosureSEC source: 0001209191-21-008033 · doc4a.xml · nonDerivative · entry 1 Tascarella Ronald G. · CIK 0001781954 · 1st Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 15,352 Read SEC document |
| May 12, 2020 Filed May 13, 2020 16:08 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | PurchaseCommon Stock | 250 | $9.99 | $2,497.50 |
DisclosureSEC source: 0001209191-20-028734 · doc4.xml · nonDerivative · entry 1 Tascarella Ronald G. · CIK 0001781954 · 1st Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 15,522 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.