Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEOPLES FINANCIAL SERVICES CORP.PFIS · Entity 5235 | Director | January 30, 2026 | February 03, 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 January 30, 2026 · Filed February 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,899 |
Reported balance
After 2026-01-30 transaction · row 1
1 source rowRow 1 · 2026-01-30 · Grant · Acquired 297 · Balance 55,899 F1: Mr. Aubrey was granted a stock award pursuant to Peoples Financial Services Corp.'s director compensation plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Aubrey was granted a stock award pursuant to Peoples Financial Services Corp.'s director compensation 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 |
|---|---|---|---|---|---|---|
| January 30, 2026 Filed Feb 3, 2026 21:04 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 297 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-002797 · rdgdoc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,899 F1 · kind: Mr. Aubrey was granted a stock award pursuant to Peoples Financial Services Corp.'s director compensation plan. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:22 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 280 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-002724 · rdgdoc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,602 F1 · kind: Mr. Aubrey was granted a stock award pursuant to Peoples Financial Services Corp.'s director compensation plan. Read SEC document |
| January 11, 2024 Filed Jan 12, 2024 16:24 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-24-000001 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,300 Read SEC document |
| January 11, 2024 Filed Jan 25, 2024 18:44 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 322 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-24-000011 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,322 F1 · shares: Shares adjusted to reflect the correct amount of shares awarded on 1/11/2024. Read SEC document |
| May 16, 2023 Filed May 16, 2023 17:29 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 2,715 | $38.46 | $104,418.90 |
DisclosureSEC source: 0001056943-23-000033 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,000 Read SEC document |
| January 05, 2023 Filed Jan 9, 2023 17:50 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 285 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-23-000001 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,285 Read SEC document |
| September 01, 2022 Filed Sep 2, 2022 13:50 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 1,356 | $48.50 | $65,766.00 |
DisclosureSEC source: 0001056943-22-000043 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,000 Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 19:20 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 213 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-22-000040 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,644 Read SEC document |
| January 13, 2022 Filed Jan 18, 2022 19:52 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 131 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-22-000007 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,431 Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 19:52 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | GrantCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-22-000001 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,300 Read SEC document |
| September 08, 2021 Filed Sep 9, 2021 20:34 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 1,929 | $45.99 | $88,715.67 |
DisclosureSEC source: 0001056943-21-000031 · primary_doc.xml · nonDerivative · entry 3 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,000 Read SEC document |
| September 08, 2021 Filed Sep 10, 2021 12:50 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 1,929 | $45.99 | $88,715.67 |
DisclosureSEC source: 0001056943-21-000032 · primary_doc.xml · nonDerivative · entry 3 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Read SEC document |
| September 07, 2021 Filed Sep 9, 2021 20:34 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 600 | $46.00 | $27,600.00 |
DisclosureSEC source: 0001056943-21-000031 · primary_doc.xml · nonDerivative · entry 2 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,071 Read SEC document |
| September 07, 2021 Filed Sep 10, 2021 12:50 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 600 | $46.00 | $27,600.00 |
DisclosureSEC source: 0001056943-21-000032 · primary_doc.xml · nonDerivative · entry 2 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,071 Read SEC document |
| September 03, 2021 Filed Sep 7, 2021 19:35 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommom Stock | 550 | $46.00 | $25,300.00 |
DisclosureSEC source: 0001056943-21-000030 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,215 Read SEC document |
| September 02, 2021 Filed Sep 9, 2021 20:34 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 256 | $46.00 | $11,776.00 |
DisclosureSEC source: 0001056943-21-000031 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,471 Read SEC document |
| September 02, 2021 Filed Sep 10, 2021 12:50 UTC Amendment | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 256 | $46.00 | $11,776.00 |
DisclosureSEC source: 0001056943-21-000032 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,471 Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 17:47 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 368 | $46.00 | $16,928.00 |
DisclosureSEC source: 0001056943-21-000029 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,665 Read SEC document |
| August 31, 2021 Filed Sep 1, 2021 18:03 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 2,297 | $46.00 | $105,662.00 |
DisclosureSEC source: 0001056943-21-000028 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,297 Read SEC document |
| February 12, 2021 Filed Feb 12, 2021 16:11 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 1,000 | $38.46 | $38,458.30 |
DisclosureSEC source: 0001056943-21-000012 · primary_doc.xml · nonDerivative · entry 2 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,000 Read SEC document |
| February 11, 2021 Filed Feb 12, 2021 16:11 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 1,000 | $38.50 | $38,500.00 |
DisclosureSEC source: 0001056943-21-000012 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,000 Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 17:06 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 1,139 | $39.89 | $45,439.95 |
DisclosureSEC source: 0001056943-21-000010 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,000 Read SEC document |
| February 08, 2021 Filed Feb 9, 2021 17:08 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 861 | $39.00 | $33,579.00 |
DisclosureSEC source: 0001056943-21-000004 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,861 Read SEC document |
| May 01, 2020 Filed May 4, 2020 19:26 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 1,000 | $34.83 | $34,827.30 |
DisclosureSEC source: 0001056943-20-000038 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Read SEC document |
| March 09, 2020 Filed Mar 9, 2020 18:59 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 1,500 | $39.98 | $59,967.45 |
DisclosureSEC source: 0001056943-20-000036 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,000 Read SEC document |
| February 28, 2020 Filed Mar 2, 2020 15:52 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 2,500 | $43.91 | $109,779.75 |
DisclosureSEC source: 0001056943-20-000024 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Read SEC document |
| February 25, 2020 Filed Feb 26, 2020 14:00 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 1,839 | $47.20 | $86,800.80 |
DisclosureSEC source: 0001056943-20-000023 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Read SEC document |
| February 24, 2020 Filed Feb 25, 2020 20:41 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 1,405 | $47.00 | $66,035.00 |
DisclosureSEC source: 0001056943-20-000022 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,161 Read SEC document |
| December 13, 2018 Filed Dec 14, 2018 18:14 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 321 | $42.00 | $13,482.00 |
DisclosureSEC source: 0001056943-18-000030 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,756 Read SEC document |
| December 11, 2018 Filed Dec 12, 2018 20:14 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 100 | $42.00 | $4,200.00 |
DisclosureSEC source: 0001056943-18-000029 · primary_doc.xml · nonDerivative · entry 3 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,435 Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 20:14 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 835 | $41.99 | $35,063.24 |
DisclosureSEC source: 0001056943-18-000029 · primary_doc.xml · nonDerivative · entry 2 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,335 Read SEC document |
| December 07, 2018 Filed Dec 12, 2018 20:14 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 500 | $42.00 | $21,000.00 |
DisclosureSEC source: 0001056943-18-000029 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,500 Read SEC document |
| November 06, 2018 Filed Nov 7, 2018 19:42 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 5,980 | $41.00 | $245,186.58 |
DisclosureSEC source: 0001056943-18-000028 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Read SEC document |
| November 02, 2018 Filed Nov 5, 2018 18:24 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | PurchaseCommon Stock | 2,020 | $41.47 | $83,771.42 |
DisclosureSEC source: 0001056943-18-000027 · primary_doc.xml · nonDerivative · entry 1 Aubrey William E II · CIK 0001350641 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,020 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.