Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Pathfinder Bancorp, Inc.PBHC · Entity 6777 | Director | March 12, 2026 | March 13, 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 March 12, 2026 · Filed March 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,798 |
Reported balance
After 2026-03-12 transaction · row 1
1 source rowRow 1 · 2026-03-12 · Exercise / conversion · Acquired 8,787 · Balance 20,798 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $11.35 · Expires 2026-05-06 | Direct | 0 |
Reported balance
After 2026-03-12 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-12 · Exercise / conversion · Disposed 8,787 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 1,647 |
Reported balance
Holding disclosure · report date 2026-03-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,647 |
| Common StockSEC Table I · non-derivative | IndirectBy 401K | 19,188 |
Reported balance
Holding disclosure · report date 2026-03-12 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 19,188 |
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 |
|---|---|---|---|---|---|---|
| March 12, 2026 Filed Mar 13, 2026 17:08 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | Exercise / conversionStock Options · Derivative | 8,787 | $0.00 Strike: $11.35 | $0.00 |
DisclosureSEC source: 0001193125-26-106392 · ownership.xml · derivative · entry 4 Ayoub David A. · CIK 0001545643 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,787 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 |
| March 12, 2026 Filed Mar 13, 2026 17:08 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | Exercise / conversionCommon Stock | 8,787 | $11.35 | $99,732.45 |
DisclosureSEC source: 0001193125-26-106392 · ownership.xml · nonDerivative · entry 1 Ayoub David A. · CIK 0001545643 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,798 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 04, 2026 Filed Feb 6, 2026 13:06 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | PurchaseCommon Stock | 425 | $12.83 | $5,452.75 |
DisclosureSEC source: 0001193125-26-040813 · ownership.xml · nonDerivative · entry 3 Ayoub David A. · CIK 0001545643 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By 401K Disclosed balance after: 19,188 Read SEC document |
| May 05, 2025 Filed May 6, 2025 16:53 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | PurchaseCommon Stock | 1,000 | $14.95 | $14,949.00 |
DisclosureSEC source: 0000950170-25-064581 · ownership.xml · nonDerivative · entry 3 Ayoub David A. · CIK 0001545643 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By 401K Disclosed balance after: 18,763 Read SEC document |
| May 07, 2024 Filed May 21, 2024 10:57 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | PurchaseCommon Stock | 260 | $12.40 | $3,224.00 |
DisclosureSEC source: 0000950170-24-062686 · ownership.xml · nonDerivative · entry 1 Ayoub David A. · CIK 0001545643 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,011 Read SEC document |
| May 05, 2023 Filed May 8, 2023 15:46 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | Exercise / conversionStock Options · Derivative | 8,236 | $0.00 Strike: $8.43 | $0.00 |
DisclosureSEC source: 0001209191-23-027912 · doc4.xml · derivative · entry 5 Ayoub David A. · CIK 0001545643 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 shares Expires 2023-07-25 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. Read SEC document |
| May 05, 2023 Filed May 8, 2023 15:46 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | Exercise / conversionCommon Stock | 8,236 | $8.43 | $69,399.83 |
DisclosureSEC source: 0001209191-23-027912 · doc4.xml · nonDerivative · entry 1 Ayoub David A. · CIK 0001545643 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,751 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 08, 2019 Filed May 10, 2019 10:31 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | PurchaseCommon Stock | 5,263 | $14.25 | $74,997.75 |
DisclosureSEC source: 0001209191-19-028706 · doc4.xml · nonDerivative · entry 1 Ayoub David A. · CIK 0001545643 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(K) Disclosed balance after: 17,763 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.