Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHEMUNG FINANCIAL CORPCHMG · Entity 5681 | President, Capital Bank Div. | February 27, 2026 | March 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.
CHEMUNG FINANCIAL CORP
Report date February 27, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 8,261 |
Reported balance
After 2026-02-27 transaction · row 1
1 source rowRow 1 · 2026-02-27 · Tax withholding · Disposed 116 · Balance 8,261 |
| COMMON STOCKSEC Table I · non-derivative | IndirectBy Qualified Plan | 1,842.645 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,842.645 F1: Includes dividends issued periodically under the Issuer's Dividend Reinvestment Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes dividends issued periodically under the Issuer's Dividend Reinvestment Plan.
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 |
|---|---|---|---|---|---|---|
| May 06, 2019 Filed May 8, 2019 19:12 UTC | CHEMUNG FINANCIAL CORP CHMG · Entity 5681 | SaleCommon Stock | 9 | $48.50 | $436.50 |
DisclosureSEC source: 0000763563-19-000088 · edgar.xml · nonDerivative · entry 1 Fariello Daniel D · CIK 0001727262 · President, Capital Bank Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,480 Read SEC document |
| December 20, 2018 Filed Dec 21, 2018 21:40 UTC | CHEMUNG FINANCIAL CORP CHMG · Entity 5681 | Tax withholdingCommon Stock | 70 | $40.60 | $2,842.00 |
DisclosureSEC source: 0000763563-18-000152 · edgar.xml · nonDerivative · entry 1 Fariello Daniel D · CIK 0001727262 · President, Capital Bank Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,489 Read SEC document |
| December 19, 2018 Filed Dec 20, 2018 21:20 UTC | CHEMUNG FINANCIAL CORP CHMG · Entity 5681 | GrantCommon Stock | 994 | $42.77 | $42,513.38 |
DisclosureSEC source: 0000763563-18-000122 · edgar.xml · nonDerivative · entry 1 Fariello Daniel D · CIK 0001727262 · President, Capital Bank Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,559 Read SEC document |
| December 17, 2018 Filed Dec 19, 2018 20:54 UTC | CHEMUNG FINANCIAL CORP CHMG · Entity 5681 | Tax withholdingCommon Stock | 24 | $41.60 | $998.40 |
DisclosureSEC source: 0000763563-18-000111 · edgar.xml · nonDerivative · entry 1 Fariello Daniel D · CIK 0001727262 · President, Capital Bank Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,565 Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 22:29 UTC | CHEMUNG FINANCIAL CORP CHMG · Entity 5681 | Tax withholdingCommon Stock | 24 | $41.50 | $996.00 |
DisclosureSEC source: 0000763563-18-000103 · edgar.xml · nonDerivative · entry 1 Fariello Daniel D · CIK 0001727262 · President, Capital Bank Div. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,589 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.