Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Princeton Bancorp, Inc.BPRN · Entity 5983 | Director | May 15, 2023 | April 02, 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.
Princeton Bancorp, Inc.
Report date May 15, 2023 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,038 |
Reported balance
After 2023-05-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-15 · Purchase · Acquired 3,500 · Balance 35,038 F1: The number of shares previously reported on January 26, 2026 as held directly was 32,538. However, it has been discovered that this number was overstated by 1,000 shares as a result of a math error committed prior to August 11, 2011, and should have been 31,538. |
| Common StockSEC Table I · non-derivative | Direct | 42,038 |
Reported balance
After 2024-05-03 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-05-03 · Purchase · Acquired 7,000 · Balance 42,038 |
Filing footnotes · ownership attribution and instrument terms
F1: The number of shares previously reported on January 26, 2026 as held directly was 32,538. However, it has been discovered that this number was overstated by 1,000 shares as a result of a math error committed prior to August 11, 2011, and should have been 31,538.
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 22, 2026 Filed Jan 26, 2026 07:42 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionRestricted Stock Units · Derivative | 1,700 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-021711 · ownership.xml · derivative · entry 3 Shueh Stephen · CIK 0001957239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,700 shares Expires 2026-01-22 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. F3 · security: Each restricted stock unit represents the right to receive the value of one share of common stock in cash or one share of common stock. These restricted stock units vested in full on the first anniversary date of the grant. Read SEC document |
| January 22, 2026 Filed Jan 26, 2026 07:42 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionCommon Stock | 1,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-021711 · ownership.xml · nonDerivative · entry 1 Shueh Stephen · CIK 0001957239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,538 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. F1 · shares: Shares acquired pursuant to the vesting of the restricted stock unit award listed below expiring on 01/22/2026. Read SEC document |
| January 21, 2026 Filed Jan 26, 2026 07:42 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | GrantRestricted Stock Units · Derivative | 2,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-021711 · ownership.xml · derivative · entry 2 Shueh Stephen · CIK 0001957239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,250 Underlying: Common Stock · 2,250 shares Expires 2027-01-21 F2 · security: Each restricted stock unit represents the contingent right to receive either the value of one share of common stock in cash or one share of common stock. These restricted stock units vest in full on the first anniversary date of the grant. Read SEC document |
| June 04, 2025 Filed Jun 5, 2025 11:59 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionOption to purchase · Derivative | 10,000 | $0.00 Strike: $18.17 | $0.00 |
DisclosureSEC source: 0000950170-25-082104 · ownership.xml · derivative · entry 2 Shueh Stephen · CIK 0001957239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2025-07-15 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 |
| June 04, 2025 Filed Jun 5, 2025 11:59 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionCommon Stock | 10,000 | $18.17 | $181,700.00 |
DisclosureSEC source: 0000950170-25-082104 · ownership.xml · nonDerivative · entry 1 Shueh Stephen · CIK 0001957239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,838 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 |
| May 14, 2025 Filed May 16, 2025 11:45 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-073216 · ownership.xml · nonDerivative · entry 1 Shueh Stephen · CIK 0001957239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,838 Read SEC document |
| January 24, 2025 Filed Jan 29, 2025 20:49 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-010710 · ownership.xml · derivative · entry 2 Shueh Stephen · CIK 0001957239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2025-01-24 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. F2 · security: Each restricted stock unit represents the right to receive the value of one share of common stock in cash or one share of common stock. These restricted stock units vested in full on the first anniversary date of the grant. Read SEC document |
| January 24, 2025 Filed Jan 29, 2025 20:49 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-010710 · ownership.xml · nonDerivative · entry 1 Shueh Stephen · CIK 0001957239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,088 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. F1 · shares: Shares acquired pursuant to the vesting of the restricted stock unit award discussed in footnote 2. Read SEC document |
| January 24, 2025 Filed Feb 19, 2025 15:21 UTC Amendment | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionRestricted Stock Units · Derivative | 1,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-023056 · ownership.xml · derivative · entry 2 Shueh Stephen · CIK 0001957239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,250 shares Expires 2025-01-24 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. F2 · security: Each restricted stock unit represents the right to receive the value of one share of common stock in cash or one share of common stock. These restricted stock units vested in full on the first anniversary date of the grant. Read SEC document |
| January 24, 2025 Filed Feb 19, 2025 15:21 UTC Amendment | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-023056 · ownership.xml · nonDerivative · entry 1 Shueh Stephen · CIK 0001957239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,838 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. F1 · shares: Shares acquired pursuant to the vesting of the restricted stock unit award discussed in footnote 2. Read SEC document |
| January 22, 2025 Filed Jan 23, 2025 14:54 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | GrantRestricted Stock Units · Derivative | 1,700 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-008239 · ownership.xml · derivative · entry 1 Shueh Stephen · CIK 0001957239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,700 Underlying: Common Stock · 1,700 shares Expires 2026-01-22 F1 · shares: Each restricted stock unit represents the contingent right to receive either the value of one share of common stock in cash or one share of common stock. These restricted stock units vest in full on the first anniversary date of the grant. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 10:33 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-071643 · ownership.xml · nonDerivative · entry 1 Shueh Stephen · CIK 0001957239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,588 Read SEC document |
| May 03, 2024 Filed Apr 2, 2026 08:47 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | PurchaseCommon Stock | 7,000 | $30.44 | $213,080.00 |
DisclosureSEC source: 0001193125-26-139092 · ownership.xml · nonDerivative · entry 2 Shueh Stephen · CIK 0001957239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,038 Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:24 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002737 · doc4.xml · nonDerivative · entry 1 Shueh Stephen · CIK 0001957239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,588 Read SEC document |
| January 25, 2024 Filed Jan 25, 2024 17:43 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionRestricted Stock Units · Derivative | 1,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002245 · doc4.xml · derivative · entry 2 Shueh Stephen · CIK 0001957239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2024-01-25 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. F2 · shares: Each restricted stock unit represents a contingent right to receive one share of common stock. The restricted stock units vested after a one-year cliff vesting period on the first anniversary of the January 25, 2023 grant date. Read SEC document |
| January 25, 2024 Filed Jan 25, 2024 17:43 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002245 · doc4.xml · nonDerivative · entry 1 Shueh Stephen · CIK 0001957239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,588 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. F1 · shares: Shares acquired pursuant to the vesting of the restricted stock unit award discussed in footnote 2. Read SEC document |
| January 24, 2024 Filed Jan 25, 2024 17:43 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | GrantRestricted Stock Units · Derivative | 1,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002245 · doc4.xml · derivative · entry 3 Shueh Stephen · CIK 0001957239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,250 Underlying: Common Stock · 1,250 shares Expires 2025-01-24 F3 · shares: Restricted stock units convert into common stock on a one-for-one basis. On January 24, 2024, the reporting person was granted 1,250 restricted stock units, vesting in full on the first anniversary date of the grant. Read SEC document |
| May 15, 2023 Filed Apr 2, 2026 08:47 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | PurchaseCommon Stock | 3,500 | $24.09 | $84,315.00 |
DisclosureSEC source: 0001193125-26-139092 · ownership.xml · nonDerivative · entry 1 Shueh Stephen · CIK 0001957239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,038 F1 · balance_after: The number of shares previously reported on January 26, 2026 as held directly was 32,538. However, it has been discovered that this number was overstated by 1,000 shares as a result of a math error committed prior to August 11, 2011, and should have been 31,538. Read SEC document |
| January 26, 2023 Filed Jan 30, 2023 18:57 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionRestricted Stock Units · Derivative | 650 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005571 · doc4.xml · derivative · entry 2 Shueh Stephen · CIK 0001957239 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 650 shares Expires 2023-01-26 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. F2 · shares: Each restricted stock unit represents a contingent right to receive one share of common stock. The restricted stock units vested after a one-year cliff vesting period on the first anniversary of the January 26, 2022 grant date. Read SEC document |
| January 26, 2023 Filed Jan 30, 2023 18:57 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | Exercise / conversionCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005571 · doc4.xml · nonDerivative · entry 1 Shueh Stephen · CIK 0001957239 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,588 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. F1 · shares: Shares acquired pursuant to the vesting of the restricted stock unit award discussed in footnote 2. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 17:13 UTC | Princeton Bancorp, Inc. BPRN · Entity 5983 | GrantRestricted Stock Units · Derivative | 1,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005325 · doc4.xml · derivative · entry 1 Shueh Stephen · CIK 0001957239 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2024-01-25 F1 · shares: Restricted stock units convert into common stock on a one-for-one basis. On January 25, 2023, the reporting person was granted 1,000 restricted stock units, vesting in full on the first anniversary date of the grant. 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.