Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORRSTOWN FINANCIAL SERVICES INCORRF · Entity 5109 | SEVP, Chief Operating Officer | February 17, 2026 | February 19, 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 February 17, 2026 · Filed February 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Orrstown Financial Services, Inc. Common, Restricted StockSEC Table I · non-derivative | Direct | 6,027 |
Last balance in matching sequence
After 2026-02-17 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-02-17 · Tax withholding · Disposed 403 · Balance 1,828 F1: Time-vested restricted stock with various vesting dates over the next three years Row 2 · 2026-02-17 · Grant · Acquired 4,199 · Balance 6,027 F1: Time-vested restricted stock with various vesting dates over the next three years |
| Orrstown Financial Services, Inc., Common, Rest. Stock. Unt.SEC Table I · non-derivative | Direct | 10,374 |
Last balance in matching sequence
After 2026-02-17 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 3 · 2026-02-17 · Tax withholding · Disposed 1,792 · Balance 6,175 F2: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. Row 4 · 2026-02-17 · Grant · Acquired 4,199 · Balance 10,374 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 StockSEC Table I · non-derivative | Direct | 23,948 |
Reported balance
Holding disclosure · report date 2026-02-17 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 23,948 F3: Includes 15,322 shares owned jointly with the reporting persons spouse |
Filing footnotes · ownership attribution and instrument terms
F1: Time-vested restricted stock with various vesting dates over the next three years
F2: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria.
F3: Includes 15,322 shares owned jointly with the reporting persons spouse
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 |
|---|---|---|---|---|---|---|
| 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. | 4,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009744 · wk-form4_1771535357.xml · nonDerivative · entry 4 Metz Adam L · CIK 0001525981 · SEVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,374 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. | 1,792 | $37.64 | $67,450.88 |
DisclosureSEC source: 0001628280-26-009744 · wk-form4_1771535357.xml · nonDerivative · entry 3 Metz Adam L · CIK 0001525981 · SEVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,175 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 | 4,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-009744 · wk-form4_1771535357.xml · nonDerivative · entry 2 Metz Adam L · CIK 0001525981 · SEVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,027 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 | 403 | $37.64 | $15,168.92 |
DisclosureSEC source: 0001628280-26-009744 · wk-form4_1771535357.xml · nonDerivative · entry 1 Metz Adam L · CIK 0001525981 · SEVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,828 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 | 2,940 | $34.55 | $101,577.00 |
DisclosureSEC source: 0000826154-25-000176 · wk-form4_1753906182.xml · nonDerivative · entry 1 Metz Adam L · CIK 0001525981 · SEVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,742 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 | 2,742 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-25-000067 · wk-form4_1739999260.xml · nonDerivative · entry 3 Metz Adam L · CIK 0001525981 · EVP, Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,409 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. | 2,741 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-25-000067 · wk-form4_1739999260.xml · nonDerivative · entry 2 Metz Adam L · CIK 0001525981 · EVP, Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,561 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. | 1,359 | $33.64 | $45,716.76 |
DisclosureSEC source: 0000826154-25-000067 · wk-form4_1739999260.xml · nonDerivative · entry 1 Metz Adam L · CIK 0001525981 · EVP, Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,820 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 |
| July 01, 2024 Filed Jul 3, 2024 20:13 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 6,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-24-000170 · wk-form4_1720037632.xml · nonDerivative · entry 2 Metz Adam L · CIK 0001525981 · EVP, Chief Revenue Officer 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 20:13 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc. Common, Restricted Stock | 2,073 | $27.36 | $56,717.28 |
DisclosureSEC source: 0000826154-24-000170 · wk-form4_1720037632.xml · nonDerivative · entry 1 Metz Adam L · CIK 0001525981 · EVP, Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 21:36 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc., Common, Rest. Stock. Unt. | 3,434 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-24-000048 · wk-form4_1708464982.xml · nonDerivative · entry 5 Metz Adam L · CIK 0001525981 · EVP, Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,717 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 21:36 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 3,434 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-24-000048 · wk-form4_1708464982.xml · nonDerivative · entry 4 Metz Adam L · CIK 0001525981 · EVP, Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,657 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 21:36 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc. Common, Restricted Stock | 653 | $27.65 | $18,055.45 |
DisclosureSEC source: 0000826154-24-000048 · wk-form4_1708464982.xml · nonDerivative · entry 3 Metz Adam L · CIK 0001525981 · EVP, Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,223 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 21:36 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc., Common, Rest. Stock. Unt. | 699 | $26.75 | $18,698.25 |
DisclosureSEC source: 0000826154-24-000048 · wk-form4_1708464982.xml · nonDerivative · entry 2 Metz Adam L · CIK 0001525981 · EVP, Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,283 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 21:36 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc. Common, Restricted Stock | 699 | $26.75 | $18,698.25 |
DisclosureSEC source: 0000826154-24-000048 · wk-form4_1708464982.xml · nonDerivative · entry 1 Metz Adam L · CIK 0001525981 · EVP, Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,317 F1 · balance_after: Time-vested restricted stock with various vesting dates over the next three years Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 22:02 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc. Common, Restricted Stock | 2,044 | $24.07 | $49,199.08 |
DisclosureSEC source: 0000826154-23-000055 · wf-form4_167641212490598.xml · nonDerivative · entry 3 Metz Adam L · CIK 0001525981 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,564 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 22:02 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc., Common, Rest. Stock. Unt. | 3,386 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-23-000055 · wf-form4_167641212490598.xml · nonDerivative · entry 2 Metz Adam L · CIK 0001525981 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,530 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 22:02 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 3,387 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-23-000055 · wf-form4_167641212490598.xml · nonDerivative · entry 1 Metz Adam L · CIK 0001525981 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,913 F1 · balance_after: Time-vested restricted stock with various vesting dates over the next three years Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:59 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 5,792 | $25.01 | $144,857.92 |
DisclosureSEC source: 0000826154-22-000065 · wf-form4_164522154532401.xml · nonDerivative · entry 1 Metz Adam L · CIK 0001525981 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,670 F1 · balance_after: Restricted stock with various vesting dates over the next 3 years, also includes 5,144 Restricted Stock Units Read SEC document |
| January 25, 2022 Filed Jan 27, 2022 21:43 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | SaleOrrstown Financial Services, Inc. Common, Restricted Stock | 4,326 | $25.11 | $108,606.39 |
DisclosureSEC source: 0000826154-22-000015 · wf-form4_164331977252212.xml · nonDerivative · entry 1 Metz Adam L · CIK 0001525981 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,878 F1 · balance_after: Restricted stock with various vesting dates over the next 3 years, also includes 2,247 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 | 4,494 | $18.32 | $82,330.08 |
DisclosureSEC source: 0000826154-21-000059 · wf-form4_161195537923417.xml · nonDerivative · entry 1 Metz Adam L · CIK 0001525981 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,129 Read SEC document |
| January 18, 2021 Filed Jan 20, 2021 22:25 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | SaleOrrstown Financial Services, Inc. Common, Restricted Stock | 5,284 | $18.02 | $95,217.68 |
DisclosureSEC source: 0000826154-21-000010 · wf-form4_161118151456183.xml · nonDerivative · entry 1 Metz Adam L · CIK 0001525981 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,635 Read SEC document |
| January 18, 2021 Filed Jan 21, 2021 21:49 UTC Amendment | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Disposition to issuerOrrstown Financial Services, Inc. Common, Restricted Stock | 5,284 | $18.02 | $95,217.68 |
DisclosureSEC source: 0000826154-21-000019 · wf-form4a_161126576796759.xml · nonDerivative · entry 1 Metz Adam L · CIK 0001525981 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,635 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 | 4,384 | $21.09 | $92,458.56 |
DisclosureSEC source: 0000826154-20-000064 · wf-form4_158162915158097.xml · nonDerivative · entry 1 Metz Adam L · CIK 0001525981 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,919 Read SEC document |
| January 30, 2020 Filed Jan 31, 2020 21:37 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Disposition to issuerOrrstown Financial Services, Inc. Common, Restricted Stock | 1,000 | $21.50 | $21,500.00 |
DisclosureSEC source: 0000826154-20-000036 · wf-form4_158050662876982.xml · nonDerivative · entry 1 Metz Adam L · CIK 0001525981 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,535 Read SEC document |
| December 17, 2019 Filed Dec 18, 2019 22:59 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Disposition to issuerOrrstown Financial Services, Inc. Common, Restricted Stock | 1,575 | $21.43 | $33,752.25 |
DisclosureSEC source: 0000826154-19-000200 · wf-form4_157670997435579.xml · nonDerivative · entry 1 Metz Adam L · CIK 0001525981 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,535 Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 21:18 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 4,326 | $19.40 | $83,924.40 |
DisclosureSEC source: 0000826154-19-000027 · wf-form4_154845111349216.xml · nonDerivative · entry 1 Metz Adam L · CIK 0001525981 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,110 Read SEC document |
| January 18, 2018 Filed Jan 19, 2018 22:03 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 5,284 | $25.65 | $135,534.60 |
DisclosureSEC source: 0000826154-18-000020 · wf-form4_151639942469752.xml · nonDerivative · entry 1 Metz Adam L · CIK 0001525981 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,784 Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 13:45 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 1,000 | $22.35 | $22,350.00 |
DisclosureSEC source: 0000826154-17-000039 · wf-form4_148595671557619.xml · nonDerivative · entry 1 Metz Adam L · CIK 0001525981 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,500 Read SEC document |
| December 22, 2016 Filed Dec 27, 2016 13:20 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc, Common Stock | 4,500 | $23.15 | $104,175.00 |
DisclosureSEC source: 0000826154-16-000189 · wf-form4_148284480039906.xml · nonDerivative · entry 1 Metz Adam L · CIK 0001525981 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,500 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.