Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CITIZENS FINANCIAL SERVICES INC
Report date December 31, 2018 · Filed November 15, 2019
Section 16 reporting ended · disclosed 2019-11-15. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
PB Bankshares, Inc.
Report date January 05, 2026 · Filed January 06, 2026
Section 16 reporting ended · disclosed 2026-01-06. 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 2026-01-05 transaction · row 1
1 source rowRow 1 · 2026-01-05 · Disposition to issuer · Disposed 19,842 · Balance 0 F2: Pursuant to the Merger Agreement, all unvested shares of restricted stock automatically vested in full at the Effective Time, and were considered outstanding shares of common stock entitled to receive the Merger Consideration, net of all applicable withholding taxes. F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 7, 2025, by and among Norwood Financial Corp. ("Norwood"), Wayne Bank, the Issuer, and Presence Bank (the "Merger Agreement"), at the Effective Time (as defined in the Merger Agreement), each issued and outstanding share of Common Stock of the Issuer was converted into the right to receive, at the election of the holder, either (i) 0.7850 shares of Norwood common stock (the "Stock Consideration") or (ii) $19.75 in cash (the "Cash Consideration"), subject to proration procedures to ensure that 80% of the shares of the Issuer common stock are converted into the Stock Consideration (the "Merger Consideration"). |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 0 |
Reported balance
After 2026-01-05 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-01-05 · Disposition to issuer · Disposed 8,100 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 7, 2025, by and among Norwood Financial Corp. ("Norwood"), Wayne Bank, the Issuer, and Presence Bank (the "Merger Agreement"), at the Effective Time (as defined in the Merger Agreement), each issued and outstanding share of Common Stock of the Issuer was converted into the right to receive, at the election of the holder, either (i) 0.7850 shares of Norwood common stock (the "Stock Consideration") or (ii) $19.75 in cash (the "Cash Consideration"), subject to proration procedures to ensure that 80% of the shares of the Issuer common stock are converted into the Stock Consideration (the "Merger Consideration"). |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $12.28 · Expires 2032-11-14 | Direct | 0 |
Reported balance
After 2026-01-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-05 · Disposition to issuer · Disposed Not disclosed · Balance 0 F3: Pursuant to the Merger Agreement, each outstanding and unexercised option immediately prior to the Effective Time, whether vested or unvested, was cancelled in exchange for the right to receive an amount in cash equal to the product of (i) the excess, if any, of the Cash Consideration over the per share exercise price of such option, multiplied by (ii) the number of shares of Common Stock then subject to such option, net of all applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 7, 2025, by and among Norwood Financial Corp. ("Norwood"), Wayne Bank, the Issuer, and Presence Bank (the "Merger Agreement"), at the Effective Time (as defined in the Merger Agreement), each issued and outstanding share of Common Stock of the Issuer was converted into the right to receive, at the election of the holder, either (i) 0.7850 shares of Norwood common stock (the "Stock Consideration") or (ii) $19.75 in cash (the "Cash Consideration"), subject to proration procedures to ensure that 80% of the shares of the Issuer common stock are converted into the Stock Consideration (the "Merger Consideration").
F2: Pursuant to the Merger Agreement, all unvested shares of restricted stock automatically vested in full at the Effective Time, and were considered outstanding shares of common stock entitled to receive the Merger Consideration, net of all applicable withholding taxes.
F3: Pursuant to the Merger Agreement, each outstanding and unexercised option immediately prior to the Effective Time, whether vested or unvested, was cancelled in exchange for the right to receive an amount in cash equal to the product of (i) the excess, if any, of the Cash Consideration over the per share exercise price of such option, multiplied by (ii) the number of shares of Common Stock then subject to such option, net of all applicable withholding taxes.
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 05, 2026 Filed Jan 6, 2026 13:35 UTC | PB Bankshares, Inc. PBBK · Entity 69917 | Disposition to issuerStock Options · Derivative | Not disclosed | Not disclosed Strike: $12.28 | $25,297.00 |
DisclosureSEC source: 0001437749-26-000513 · rdgdoc.xml · derivative · entry 3 BYERS DOUGLAS L · CIK 0001721219 · Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,297 shares Expires 2032-11-14 F3 · price: Pursuant to the Merger Agreement, each outstanding and unexercised option immediately prior to the Effective Time, whether vested or unvested, was cancelled in exchange for the right to receive an amount in cash equal to the product of (i) the excess, if any, of the Cash Consideration over the per share exercise price of such option, multiplied by (ii) the number of shares of Common Stock then subject to such option, net of all applicable withholding taxes. Read SEC document |
| January 05, 2026 Filed Jan 6, 2026 13:35 UTC | PB Bankshares, Inc. PBBK · Entity 69917 | Disposition to issuerCommon Stock | 8,100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-000513 · rdgdoc.xml · nonDerivative · entry 2 BYERS DOUGLAS L · CIK 0001721219 · Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 7, 2025, by and among Norwood Financial Corp. ("Norwood"), Wayne Bank, the Issuer, and Presence Bank (the "Merger Agreement"), at the Effective Time (as defined in the Merger Agreement), each issued and outstanding share of Common Stock of the Issuer was converted into the right to receive, at the election of the holder, either (i) 0.7850 shares of Norwood common stock (the "Stock Consideration") or (ii) $19.75 in cash (the "Cash Consideration"), subject to proration procedures to ensure that 80% of the shares of the Issuer common stock are converted into the Stock Consideration (the "Merger Consideration"). Read SEC document |
| January 05, 2026 Filed Jan 6, 2026 13:35 UTC | PB Bankshares, Inc. PBBK · Entity 69917 | Disposition to issuerCommon Stock | 19,842 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-000513 · rdgdoc.xml · nonDerivative · entry 1 BYERS DOUGLAS L · CIK 0001721219 · Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · shares: Pursuant to the Merger Agreement, all unvested shares of restricted stock automatically vested in full at the Effective Time, and were considered outstanding shares of common stock entitled to receive the Merger Consideration, net of all applicable withholding taxes. F1 · price: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 7, 2025, by and among Norwood Financial Corp. ("Norwood"), Wayne Bank, the Issuer, and Presence Bank (the "Merger Agreement"), at the Effective Time (as defined in the Merger Agreement), each issued and outstanding share of Common Stock of the Issuer was converted into the right to receive, at the election of the holder, either (i) 0.7850 shares of Norwood common stock (the "Stock Consideration") or (ii) $19.75 in cash (the "Cash Consideration"), subject to proration procedures to ensure that 80% of the shares of the Issuer common stock are converted into the Stock Consideration (the "Merger Consideration"). Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 13:17 UTC | PB Bankshares, Inc. PBBK · Entity 69917 | Exercise / conversionStock Options · Derivative | Not disclosed | $0.00 Strike: $12.28 | $3,950.00 |
DisclosureSEC source: 0001437749-25-037523 · rdgdoc.xml · derivative · entry 3 BYERS DOUGLAS L · CIK 0001721219 · Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,297 Underlying: Common Stock · 3,950 shares Expires 2032-11-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.underlying_shares: Stock options vest at a rate of 20% per year commencing on November 14, 2023. F2 · balance_after: Stock options vest at a rate of 20% per year commencing on November 14, 2023. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 13:17 UTC | PB Bankshares, Inc. PBBK · Entity 69917 | Exercise / conversionCommon Stock | 3,950 | $12.28 | $48,506.00 |
DisclosureSEC source: 0001437749-25-037523 · rdgdoc.xml · nonDerivative · entry 1 BYERS DOUGLAS L · CIK 0001721219 · Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,842 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes shares of restricted stock which vest at a rate of 20% per year commencing on November 14, 2023. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 10:36 UTC | PB Bankshares, Inc. PBBK · Entity 69917 | PurchaseCommon Stock | 632 | $14.10 | $8,911.20 |
DisclosureSEC source: 0001437749-24-006762 · rdgdoc.xml · nonDerivative · entry 1 BYERS DOUGLAS L · CIK 0001721219 · Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,892 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 20% per year commencing on November 14, 2023. Read SEC document |
| May 03, 2023 Filed May 4, 2023 11:52 UTC | PB Bankshares, Inc. PBBK · Entity 69917 | PurchaseCommon Stock | 850 | $11.90 | $10,113.98 |
DisclosureSEC source: 0001437749-23-012477 · rdgdoc.xml · nonDerivative · entry 1 BYERS DOUGLAS L · CIK 0001721219 · Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,260 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 20% per year commencing on November 14, 2023. Read SEC document |
| November 14, 2022 Filed Nov 15, 2022 17:22 UTC | PB Bankshares, Inc. PBBK · Entity 69917 | GrantStock Options · Derivative | 29,247 | $0.00 Strike: $12.28 | $0.00 |
DisclosureSEC source: 0001567619-22-020392 · doc1.xml · derivative · entry 3 BYERS DOUGLAS L · CIK 0001721219 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,247 Underlying: Common Stock · 29,247 shares Expires 2032-11-14 F2 · shares: Stock options vest at a rate of 20% per year commencing on November 14, 2023. F2 · balance_after: Stock options vest at a rate of 20% per year commencing on November 14, 2023. Read SEC document |
| November 14, 2022 Filed Nov 15, 2022 17:22 UTC | PB Bankshares, Inc. PBBK · Entity 69917 | GrantCommon Stock | 13,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-020392 · doc1.xml · nonDerivative · entry 1 BYERS DOUGLAS L · CIK 0001721219 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,410 F1 · shares: Shares of restricted stock vest at a rate of 20% per year commencing on November 14, 2023. Read SEC document |
| May 06, 2022 Filed May 9, 2022 13:37 UTC | PB Bankshares, Inc. PBB · Entity 69917 | PurchaseCommon Stock | 800 | $13.50 | $10,800.00 |
DisclosureSEC source: 0001567619-22-009765 · doc1.xml · nonDerivative · entry 1 BYERS DOUGLAS L · CIK 0001721219 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,300 Read SEC document |
| February 25, 2022 Filed Feb 25, 2022 13:45 UTC | PB Bankshares, Inc. PBBK · Entity 69917 | PurchaseCommon Stock | 500 | $14.15 | $7,075.00 |
DisclosureSEC source: 0001567619-22-005589 · doc1.xml · nonDerivative · entry 1 BYERS DOUGLAS L · CIK 0001721219 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Read SEC document |
| August 17, 2021 Filed Aug 18, 2021 15:36 UTC | PB Bankshares, Inc. PBBK · Entity 69917 | PurchaseCommon Stock | 2,581 | $13.10 | $33,811.10 |
DisclosureSEC source: 0001567619-21-016049 · doc1.xml · nonDerivative · entry 5 BYERS DOUGLAS L · CIK 0001721219 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 8,100 Read SEC document |
| August 17, 2021 Filed Aug 18, 2021 15:36 UTC | PB Bankshares, Inc. PBBK · Entity 69917 | PurchaseCommon Stock | 79 | $13.09 | $1,034.11 |
DisclosureSEC source: 0001567619-21-016049 · doc1.xml · nonDerivative · entry 4 BYERS DOUGLAS L · CIK 0001721219 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 5,519 Read SEC document |
| August 17, 2021 Filed Aug 18, 2021 15:36 UTC | PB Bankshares, Inc. PBBK · Entity 69917 | PurchaseCommon Stock | 600 | $13.08 | $7,845.00 |
DisclosureSEC source: 0001567619-21-016049 · doc1.xml · nonDerivative · entry 3 BYERS DOUGLAS L · CIK 0001721219 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 5,440 Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 15:36 UTC | PB Bankshares, Inc. PBBK · Entity 69917 | PurchaseCommon Stock | 4,000 | $13.05 | $52,199.60 |
DisclosureSEC source: 0001567619-21-016049 · doc1.xml · nonDerivative · entry 2 BYERS DOUGLAS L · CIK 0001721219 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 4,840 Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 15:36 UTC | PB Bankshares, Inc. PBBK · Entity 69917 | PurchaseCommon Stock | 740 | $13.05 | $9,657.00 |
DisclosureSEC source: 0001567619-21-016049 · doc1.xml · nonDerivative · entry 1 BYERS DOUGLAS L · CIK 0001721219 · Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 840 Read SEC document |
| November 13, 2019 Filed Nov 15, 2019 14:46 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 338 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-19-000112 · primary_doc.xml · nonDerivative · entry 1 BYERS DOUGLAS L · CIK 0001721219 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 917.7542 Read SEC document |
| June 28, 2019 Filed Jun 28, 2019 15:06 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 12.3511 | $61.00 | $753.42 |
DisclosureSEC source: 0000739421-19-000086 · primary_doc.xml · nonDerivative · entry 1 BYERS DOUGLAS L · CIK 0001721219 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,255.4655 Read SEC document |
| May 22, 2019 Filed May 23, 2019 15:28 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 58 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-19-000062 · primary_doc.xml · nonDerivative · entry 1 BYERS DOUGLAS L · CIK 0001721219 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,243.1144 Read SEC document |
| May 09, 2019 Filed May 10, 2019 13:11 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 113 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-19-000051 · primary_doc.xml · nonDerivative · entry 1 BYERS DOUGLAS L · CIK 0001721219 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,185.1144 Read SEC document |
| November 13, 2018 Filed Nov 13, 2018 15:40 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 240 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-18-000105 · primary_doc.xml · nonDerivative · entry 1 BYERS DOUGLAS L · CIK 0001721219 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,059 Read SEC document |
| June 29, 2018 Filed Jun 29, 2018 13:47 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 8 | $62.50 | $500.00 |
DisclosureSEC source: 0000739421-18-000084 · primary_doc.xml · nonDerivative · entry 1 BYERS DOUGLAS L · CIK 0001721219 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 819 Read SEC document |
| May 24, 2018 Filed May 25, 2018 14:32 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 11 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-18-000061 · primary_doc.xml · nonDerivative · entry 1 BYERS DOUGLAS L · CIK 0001721219 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 811 Read SEC document |
| May 09, 2018 Filed May 9, 2018 19:22 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 189 | $63.00 | $11,907.00 |
DisclosureSEC source: 0000739421-18-000030 · primary_doc.xml · nonDerivative · entry 1 BYERS DOUGLAS L · CIK 0001721219 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 Read SEC document |
| May 07, 2018 Filed May 8, 2018 18:40 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 311 | $63.00 | $19,593.00 |
DisclosureSEC source: 0000739421-18-000028 · primary_doc.xml · nonDerivative · entry 1 BYERS DOUGLAS L · CIK 0001721219 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 611 Read SEC document |
| May 03, 2018 Filed May 4, 2018 13:06 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 300 | $62.65 | $18,795.00 |
DisclosureSEC source: 0000739421-18-000026 · primary_doc.xml · nonDerivative · entry 1 BYERS DOUGLAS L · CIK 0001721219 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 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.