Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Pathfinder Bancorp, Inc.PBHC · Entity 6777 | Senior Vice President, CIO | 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 | 5,026 |
Reported balance
Holding disclosure · report date 2026-04-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,026 F1: Reflects ESOP shares allocated April 2026. |
| Common StockSEC Table I · non-derivative | Direct | 11,000 |
Reported balance
Holding disclosure · report date 2026-04-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 11,000 |
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 |
|---|---|---|---|---|---|---|
| January 31, 2025 Filed Feb 4, 2025 22:46 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | GrantCommon Stock | 11,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-002782 · rdgdoc.xml · nonDerivative · entry 1 McManus Joseph Paul · CIK 0002053108 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,000 F1 · shares: Shares of restricted stock vest at a rate of 25% per year commencing on January 31, 2026. 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.