Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORRSTOWN FINANCIAL SERVICES INCORRF · Entity 5109 | EVP, Market President | March 11, 2026 | March 12, 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.
ORRSTOWN FINANCIAL SERVICES INC
Report date March 11, 2026 · Filed March 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Orrstown Financial Services, Inc, Common StockSEC Table I · non-derivative | Direct | 12,616 |
Reported balance
After 2026-03-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-11 · Sale · Disposed 7,820 · Balance 12,616 F1: Includes 1,000 shares owned by the reporting persons spouse |
| Orrstown Financial Services, Inc., Common, Rest. Stock. Unt.SEC Table I · non-derivative | Direct | 11,611 |
Reported balance
Holding disclosure · report date 2026-03-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 11,611 F2: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. |
| Orrstown Financial Services, Inc. Common, Restricted StockSEC Table I · non-derivative | Direct | 4,766 |
Reported balance
Holding disclosure · report date 2026-03-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,766 F3: Time-vested restricted stock with various vesting dates over the next three years |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 1,000 shares owned by the reporting persons spouse
F2: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria.
F3: Time-vested restricted stock with various vesting dates over the next three years
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 11, 2026 Filed Mar 12, 2026 20:21 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | SaleOrrstown Financial Services, Inc, Common Stock | 7,820 | $34.29 | $268,147.80 |
DisclosureSEC source: 0001628280-26-017267 · wk-form4_1773346879.xml · nonDerivative · entry 1 Holt Christopher D · CIK 0001783149 · EVP, Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,616 F1 · balance_after: Includes 1,000 shares owned by the reporting persons spouse Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:09 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc., Common, Rest. Stock. Unt. | 4,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009745 · wk-form4_1771535363.xml · nonDerivative · entry 4 Holt Christopher D · CIK 0001783149 · EVP, Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,611 F2 · balance_after: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:09 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc., Common, Rest. Stock. Unt. | 2,180 | $37.64 | $82,055.20 |
DisclosureSEC source: 0001628280-26-009745 · wk-form4_1771535363.xml · nonDerivative · entry 3 Holt Christopher D · CIK 0001783149 · EVP, Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,273 F2 · balance_after: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:09 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 2,612 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009745 · wk-form4_1771535363.xml · nonDerivative · entry 2 Holt Christopher D · CIK 0001783149 · EVP, Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,766 F1 · balance_after: Time-vested restricted stock with various vesting dates over the next three years Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:09 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc. Common, Restricted Stock | 491 | $37.64 | $18,481.24 |
DisclosureSEC source: 0001628280-26-009745 · wk-form4_1771535363.xml · nonDerivative · entry 1 Holt Christopher D · CIK 0001783149 · EVP, Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,154 F1 · balance_after: Time-vested restricted stock with various vesting dates over the next three years Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 20:09 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc. Common, Restricted Stock | 3,037 | $34.55 | $104,928.35 |
DisclosureSEC source: 0000826154-25-000171 · wk-form4_1753906143.xml · nonDerivative · entry 1 Holt Christopher D · CIK 0001783149 · EVP, Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,230 F1 · balance_after: Time-vested restricted stock with various vesting dates over the next three years Read SEC document |
| February 16, 2025 Filed Feb 19, 2025 21:07 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 3,230 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-25-000064 · wk-form4_1739999221.xml · nonDerivative · entry 3 Holt Christopher D · CIK 0001783149 · EVP, Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,897 F2 · balance_after: Time-vested restricted stock with various vesting dates over the next three years Read SEC document |
| February 16, 2025 Filed Feb 19, 2025 21:07 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc., Common, Rest. Stock. Unt. | 3,229 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-25-000064 · wk-form4_1739999221.xml · nonDerivative · entry 2 Holt Christopher D · CIK 0001783149 · EVP, Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,261 F1 · balance_after: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. Read SEC document |
| February 16, 2025 Filed Feb 19, 2025 21:07 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc., Common, Rest. Stock. Unt. | 1,210 | $33.64 | $40,704.40 |
DisclosureSEC source: 0000826154-25-000064 · wk-form4_1739999221.xml · nonDerivative · entry 1 Holt Christopher D · CIK 0001783149 · EVP, Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,032 F1 · balance_after: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 20:30 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | SaleOrrstown Financial Services, Inc, Common Stock | 8,000 | $34.16 | $273,280.00 |
DisclosureSEC source: 0000826154-24-000201 · wk-form4_1726259439.xml · nonDerivative · entry 1 Holt Christopher D · CIK 0001783149 · EVP, Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,113 F1 · balance_after: Includes 1,000 shares owned by the reporting persons spouse Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:14 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 6,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-24-000171 · wk-form4_1720037643.xml · nonDerivative · entry 2 Holt Christopher D · CIK 0001783149 · EVP, Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,667 F1 · balance_after: Represents an award of shares of restricted stock of ORRF vesting on July 28, 2025 upon achievement of targeted expense savings based on ORRFs going forward annual expense run rate at June 30, 2025 compared to the combined reported expenses of ORRF and CVLY (excluding merger-related and other extraordinary expenses in both cases) for the year ended December 31, 2023. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:14 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc. Common, Restricted Stock | 2,321 | $27.36 | $63,502.56 |
DisclosureSEC source: 0000826154-24-000171 · wk-form4_1720037643.xml · nonDerivative · entry 1 Holt Christopher D · CIK 0001783149 · EVP, Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 21:33 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc., Common, Rest. Stock. Unt. | 4,044 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-24-000043 · wk-form4_1708464784.xml · nonDerivative · entry 5 Holt Christopher D · CIK 0001783149 · EVP, Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,443 F2 · balance_after: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 21:33 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 4,044 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-24-000043 · wk-form4_1708464784.xml · nonDerivative · entry 4 Holt Christopher D · CIK 0001783149 · EVP, Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,841 F1 · balance_after: Time-vested restricted stock with various vesting dates over the next three years Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 21:33 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc. Common, Restricted Stock | 729 | $27.65 | $20,156.85 |
DisclosureSEC source: 0000826154-24-000043 · wk-form4_1708464784.xml · nonDerivative · entry 3 Holt Christopher D · CIK 0001783149 · EVP, Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,797 F1 · balance_after: Time-vested restricted stock with various vesting dates over the next three years Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 21:33 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc., Common, Rest. Stock. Unt. | 782 | $26.75 | $20,918.50 |
DisclosureSEC source: 0000826154-24-000043 · wk-form4_1708464784.xml · nonDerivative · entry 2 Holt Christopher D · CIK 0001783149 · EVP, Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,399 F2 · balance_after: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 21:33 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc. Common, Restricted Stock | 783 | $26.75 | $20,945.25 |
DisclosureSEC source: 0000826154-24-000043 · wk-form4_1708464784.xml · nonDerivative · entry 1 Holt Christopher D · CIK 0001783149 · EVP, Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,263 F1 · balance_after: Time-vested restricted stock with various vesting dates over the next three years Read SEC document |
| March 07, 2023 Filed Mar 9, 2023 21:31 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | SaleOrrstown Financial Services, Inc, Common Stock | 2,000 | $22.33 | $44,660.00 |
DisclosureSEC source: 0000826154-23-000061 · wf-form4_167839750718189.xml · nonDerivative · entry 1 Holt Christopher D · CIK 0001783149 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,685 F1 · balance_after: Includes 1,000 shares owned jointly with the reporting persons spouse Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 21:55 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc. Common, Restricted Stock | 406 | $24.07 | $9,772.42 |
DisclosureSEC source: 0000826154-23-000046 · wf-form4_167641167850002.xml · nonDerivative · entry 3 Holt Christopher D · CIK 0001783149 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,910 F1 · balance_after: Time-vested restricted stock with various vesting dates over the next three years Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 21:55 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc., Common, Rest. Stock. Unt. | 3,988 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-23-000046 · wf-form4_167641167850002.xml · nonDerivative · entry 2 Holt Christopher D · CIK 0001783149 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,045 F2 · balance_after: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 21:55 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 3,989 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-23-000046 · wf-form4_167641167850002.xml · nonDerivative · entry 1 Holt Christopher D · CIK 0001783149 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,047 F1 · balance_after: Time-vested restricted stock with various vesting dates over the next three years Read SEC document |
| October 14, 2022 Filed Oct 17, 2022 21:15 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc. Common, Restricted Stock | 2,798 | $24.58 | $68,774.84 |
DisclosureSEC source: 0000826154-22-000163 · wf-form4_166604129342306.xml · nonDerivative · entry 1 Holt Christopher D · CIK 0001783149 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,115 F1 · balance_after: Restricted stock with various vesting dates over the next 3 years, also includes 6,057 Restricted Stock Units Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:57 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 6,822 | $25.01 | $170,618.22 |
DisclosureSEC source: 0000826154-22-000061 · wf-form4_164522144709869.xml · nonDerivative · entry 1 Holt Christopher D · CIK 0001783149 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,015 F1 · balance_after: Restricted stock with various vesting dates over the next 3 years, also includes 6,057 Restricted Stock Units Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 21:23 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 5,293 | $18.32 | $96,967.76 |
DisclosureSEC source: 0000826154-21-000061 · wf-form4_161195541172178.xml · nonDerivative · entry 1 Holt Christopher D · CIK 0001783149 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,193 Read SEC document |
| October 23, 2020 Filed Oct 26, 2020 20:29 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | PurchaseOrrstown Financial Services, Inc, Common Stock | 500 | $14.00 | $7,000.00 |
DisclosureSEC source: 0000826154-20-000199 · wf-form4_160374415877331.xml · nonDerivative · entry 1 Holt Christopher D · CIK 0001783149 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,900 Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 20:43 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | PurchaseOrrstown Financial Services, Inc, Common Stock | 500 | $16.05 | $8,025.00 |
DisclosureSEC source: 0000826154-20-000091 · wf-form4_158447778775650.xml · nonDerivative · entry 1 Holt Christopher D · CIK 0001783149 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,400 Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 21:26 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 1,000 | $21.09 | $21,090.00 |
DisclosureSEC source: 0000826154-20-000065 · wf-form4_158162917339232.xml · nonDerivative · entry 1 Holt Christopher D · CIK 0001783149 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,900 Read SEC document |
| October 15, 2019 Filed Oct 16, 2019 20:52 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc, Common Stock | 6,900 | $21.74 | $150,006.00 |
DisclosureSEC source: 0000826154-19-000169 · wf-form4_157125914865441.xml · nonDerivative · entry 1 Holt Christopher D · CIK 0001783149 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,900 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.