Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEOPLES FINANCIAL SERVICES CORP.PFIS · Entity 5235 | EVP/CHIEF INV SERVICES OFFICER | December 31, 2025 | February 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.
PEOPLES FINANCIAL SERVICES CORP.
Report date December 31, 2025 · Filed February 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 166.553 |
Reported balance
After 2025-12-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-12-31 · Grant · Acquired 8.703 · Balance 166.553 F1: This amount includes an additional 0.7190 fractional shares acquired by Mr. Chiaro pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of September 27, 2023, by and between Peoples Financial Services Corp. ("Peoples") and FNCB Bancorp, Inc. ("FNCB"), on July 1, 2024 (the "Closing Date") FNCB merged with and into Peoples (the "Merger"), with Peoples continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of FNCB common stock held by the reporting person was converted into the right to receive 0.146 of a share of common stock of Peoples, and 7.9840 shares acquired in 2025 under the Issuer's Dividend Reinvestment and Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Chiaro Inv Services LLC | 3,705 |
Reported balance
Holding disclosure · report date 2025-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,705 |
Filing footnotes · ownership attribution and instrument terms
F1: This amount includes an additional 0.7190 fractional shares acquired by Mr. Chiaro pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of September 27, 2023, by and between Peoples Financial Services Corp. ("Peoples") and FNCB Bancorp, Inc. ("FNCB"), on July 1, 2024 (the "Closing Date") FNCB merged with and into Peoples (the "Merger"), with Peoples continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of FNCB common stock held by the reporting person was converted into the right to receive 0.146 of a share of common stock of Peoples, and 7.9840 shares acquired in 2025 under the Issuer's Dividend Reinvestment and Stock Purchase Plan.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FNCB Bancorp, Inc.
Report date July 01, 2024 · Filed July 01, 2024
Section 16 reporting ended · disclosed 2024-07-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-07-01 transaction · row 1
1 source rowRow 1 · 2024-07-01 · Disposition to issuer · Disposed 1,059.726 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of September 27, 2023, by and between Peoples Financial Services Corp. ("Peoples") and FNCB Bancorp, Inc. ("FNCB"). Pursuant to the Merger Agreement, at the Effective Time (as defined in the Merger Agreement), each share of common stock, $1.25 par value, of FNCB was converted into the right to receive 0.1460 shares of common stock, $2.00 par value, of Peoples and cash in lieu of fractional shares. F2: This amount includes 32.054 shares acquired in June 2024 by the Reporting Person pursuant to the Issuer's Dividend Reinvestment and Stock Purchase Plan. |
| COMMON STOCKSEC Table I · non-derivative | IndirectBy Chiaro Investment Services, LLC | 0 |
Reported balance
After 2024-07-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-07-01 · Disposition to issuer · Disposed 25,384 · Balance 0 F1: The shares were disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of September 27, 2023, by and between Peoples Financial Services Corp. ("Peoples") and FNCB Bancorp, Inc. ("FNCB"). Pursuant to the Merger Agreement, at the Effective Time (as defined in the Merger Agreement), each share of common stock, $1.25 par value, of FNCB was converted into the right to receive 0.1460 shares of common stock, $2.00 par value, of Peoples and cash in lieu of fractional shares. F3: Includes 13,551 restricted shares of FNCB's common stock that were issued in connection with the purchase of substantially all of the assets of Chiaro Investment Services, LLC pursuant to the Asset Purchase Agreement dated September 30, 2022 by and between FNCB and the Chiaro Investment Services, LLC and consummated on the same date ("Purchase Agreement"). The remaining restricted shares of common stock will be released based on the achievement of quarterly net commissions and fees in accordance with a schedule set forth in the Purchase Agreement. Any shares not eligible to be released by August 15, 2027 will be forfeited and canceled. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of September 27, 2023, by and between Peoples Financial Services Corp. ("Peoples") and FNCB Bancorp, Inc. ("FNCB"). Pursuant to the Merger Agreement, at the Effective Time (as defined in the Merger Agreement), each share of common stock, $1.25 par value, of FNCB was converted into the right to receive 0.1460 shares of common stock, $2.00 par value, of Peoples and cash in lieu of fractional shares.
F2: This amount includes 32.054 shares acquired in June 2024 by the Reporting Person pursuant to the Issuer's Dividend Reinvestment and Stock Purchase Plan.
F3: Includes 13,551 restricted shares of FNCB's common stock that were issued in connection with the purchase of substantially all of the assets of Chiaro Investment Services, LLC pursuant to the Asset Purchase Agreement dated September 30, 2022 by and between FNCB and the Chiaro Investment Services, LLC and consummated on the same date ("Purchase Agreement"). The remaining restricted shares of common stock will be released based on the achievement of quarterly net commissions and fees in accordance with a schedule set forth in the Purchase Agreement. Any shares not eligible to be released by August 15, 2027 will be forfeited and canceled.
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 |
|---|---|---|---|---|---|---|
| December 31, 2025 Filed Feb 13, 2026 21:02 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 8.703 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-004099 · rdgdoc.xml · nonDerivative · entry 1 Chiaro James P · CIK 0001949212 · EVP/CHIEF INV SERVICES OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 166.553 F1 · balance_after: This amount includes an additional 0.7190 fractional shares acquired by Mr. Chiaro pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of September 27, 2023, by and between Peoples Financial Services Corp. ("Peoples") and FNCB Bancorp, Inc. ("FNCB"), on July 1, 2024 (the "Closing Date") FNCB merged with and into Peoples (the "Merger"), with Peoples continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of FNCB common stock held by the reporting person was converted into the right to receive 0.146 of a share of common stock of Peoples, and 7.9840 shares acquired in 2025 under the Issuer's Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| July 01, 2024 Filed Jul 1, 2024 22:11 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCOMMON STOCK | 3,706 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-021814 · rdgdoc.xml · nonDerivative · entry 2 Chiaro James P · CIK 0001949212 · EVP/CHIEF INV SERVICES OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · By Chiaro Investment Services, LLC Disclosed balance after: 3,706 F1 · price: Pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of September 27, 2023, by and between Peoples Financial Services Corp. ("Peoples") and FNCB Bancorp, Inc. ("FNCB"), on July 1, 2024 (the "Closing Date") FNCB merged with and into Peoples (the "Merger"), with Peoples continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of FNCB common stock held by the reporting person was converted into the right to receive 0.1460 of a share of common stock of Peoples rounded down to the nearest whole number of shares. F2 · balance_after: Includes 1,979 restricted shares of Issuer's common stock that were issued in connection with the purchase of substantially all of the assets of Chiaro Investment Services, LLC pursuant to the Asset Purchase Agreement dated September 30, 2022 by and between FNCB and Chiaro Investment Services, LLC and consummated on the same date ("Purchase Agreement"). The restricted shares of common stock will be released based on the achievement of quarterly net commissions and fees in accordance with a schedule set forth in the Purchase Agreement. Any shares not eligible to be released by August 15, 2027 will be forfeited and canceled. Read SEC document |
| July 01, 2024 Filed Jul 1, 2024 22:11 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCOMMON STOCK | 154 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-021814 · rdgdoc.xml · nonDerivative · entry 1 Chiaro James P · CIK 0001949212 · EVP/CHIEF INV SERVICES OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154 F1 · price: Pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of September 27, 2023, by and between Peoples Financial Services Corp. ("Peoples") and FNCB Bancorp, Inc. ("FNCB"), on July 1, 2024 (the "Closing Date") FNCB merged with and into Peoples (the "Merger"), with Peoples continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of FNCB common stock held by the reporting person was converted into the right to receive 0.1460 of a share of common stock of Peoples rounded down to the nearest whole number of shares. Read SEC document |
| July 01, 2024 Filed Jul 1, 2024 17:37 UTC | FNCB Bancorp, Inc. FNCB · Entity 89368 | Disposition to issuerCOMMON STOCK | 25,384 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-021764 · rdgdoc.xml · nonDerivative · entry 2 Chiaro James P · CIK 0001949212 · EVP/CHIEF INV SERVICES OFFICER 10b5-1 filing: No plan indicated Ownership: Indirect · By Chiaro Investment Services, LLC Disclosed balance after: 0 F1 · kind: The shares were disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of September 27, 2023, by and between Peoples Financial Services Corp. ("Peoples") and FNCB Bancorp, Inc. ("FNCB"). Pursuant to the Merger Agreement, at the Effective Time (as defined in the Merger Agreement), each share of common stock, $1.25 par value, of FNCB was converted into the right to receive 0.1460 shares of common stock, $2.00 par value, of Peoples and cash in lieu of fractional shares. F3 · shares: Includes 13,551 restricted shares of FNCB's common stock that were issued in connection with the purchase of substantially all of the assets of Chiaro Investment Services, LLC pursuant to the Asset Purchase Agreement dated September 30, 2022 by and between FNCB and the Chiaro Investment Services, LLC and consummated on the same date ("Purchase Agreement"). The remaining restricted shares of common stock will be released based on the achievement of quarterly net commissions and fees in accordance with a schedule set forth in the Purchase Agreement. Any shares not eligible to be released by August 15, 2027 will be forfeited and canceled. F1 · price: The shares were disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of September 27, 2023, by and between Peoples Financial Services Corp. ("Peoples") and FNCB Bancorp, Inc. ("FNCB"). Pursuant to the Merger Agreement, at the Effective Time (as defined in the Merger Agreement), each share of common stock, $1.25 par value, of FNCB was converted into the right to receive 0.1460 shares of common stock, $2.00 par value, of Peoples and cash in lieu of fractional shares. Read SEC document |
| July 01, 2024 Filed Jul 1, 2024 17:37 UTC | FNCB Bancorp, Inc. FNCB · Entity 89368 | Disposition to issuerCOMMON STOCK | 1,059.726 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-021764 · rdgdoc.xml · nonDerivative · entry 1 Chiaro James P · CIK 0001949212 · EVP/CHIEF INV SERVICES OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: The shares were disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of September 27, 2023, by and between Peoples Financial Services Corp. ("Peoples") and FNCB Bancorp, Inc. ("FNCB"). Pursuant to the Merger Agreement, at the Effective Time (as defined in the Merger Agreement), each share of common stock, $1.25 par value, of FNCB was converted into the right to receive 0.1460 shares of common stock, $2.00 par value, of Peoples and cash in lieu of fractional shares. F2 · shares: This amount includes 32.054 shares acquired in June 2024 by the Reporting Person pursuant to the Issuer's Dividend Reinvestment and Stock Purchase Plan. F1 · price: The shares were disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of September 27, 2023, by and between Peoples Financial Services Corp. ("Peoples") and FNCB Bancorp, Inc. ("FNCB"). Pursuant to the Merger Agreement, at the Effective Time (as defined in the Merger Agreement), each share of common stock, $1.25 par value, of FNCB was converted into the right to receive 0.1460 shares of common stock, $2.00 par value, of Peoples and cash in lieu of fractional shares. Read SEC document |
| June 16, 2023 Filed Jun 20, 2023 18:21 UTC | FNCB Bancorp, Inc. FNCB · Entity 89368 | PurchaseCOMMON STOCK | 379 | $6.22 | $2,357.34 |
DisclosureSEC source: 0001437749-23-017887 · rdgdoc.xml · nonDerivative · entry 3 Chiaro James P · CIK 0001949212 · EVP/CHIEF INV SERVICES OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 379 Read SEC document |
| June 16, 2023 Filed Jun 20, 2023 18:21 UTC | FNCB Bancorp, Inc. FNCB · Entity 89368 | PurchaseCOMMON STOCK | 604 | $6.25 | $3,775.00 |
DisclosureSEC source: 0001437749-23-017887 · rdgdoc.xml · nonDerivative · entry 2 Chiaro James P · CIK 0001949212 · EVP/CHIEF INV SERVICES OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 983 Read SEC document |
| June 16, 2023 Filed Jun 20, 2023 18:21 UTC | FNCB Bancorp, Inc. FNCB · Entity 89368 | PurchaseCOMMON STOCK | 17 | $6.21 | $105.57 |
DisclosureSEC source: 0001437749-23-017887 · rdgdoc.xml · nonDerivative · entry 1 Chiaro James P · CIK 0001949212 · EVP/CHIEF INV SERVICES OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 F1 · balance_after: Represents shares held by Mr. Chiaro individually. 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.