Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRANSCAT INCTRNS · Entity 1920 | Director | September 09, 2026 | September 10, 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.
TRANSCAT INC
Report date September 09, 2026 · Filed September 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.50 par valueSEC Table I · non-derivative | Direct | 2,291 |
Reported balance
After 2026-09-10 transaction · row 1
1 source rowRow 1 · 2026-09-10 · Exercise / conversion · Acquired 1,587 · Balance 2,291 F1: These restricted stock units ("RSUs") convert into common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,671 |
Reported balance
After 2026-09-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-09 · Grant · Acquired 1,671 · Balance 1,671 F1: These restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F2: These RSUs were granted in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 9, 2027. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-09-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-10 · Exercise / conversion · Disposed 1,587 · Balance 0 F1: These restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F3: These RSUs vested on September 10, 2026. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $92.92 · Expires 2033-10-26 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2026-09-09 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 10,000 F4: This option vests and becomes exercisable pro rata with respect to one-fifth of the shares subject to the option on the first, second, third, fourth and fifth anniversaries of the date of grant, except as otherwise provided in the award notice. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units ("RSUs") convert into common stock on a one-for-one basis.
F2: These RSUs were granted in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 9, 2027.
F3: These RSUs vested on September 10, 2026.
F4: This option vests and becomes exercisable pro rata with respect to one-fifth of the shares subject to the option on the first, second, third, fourth and fifth anniversaries of the date of grant, except as otherwise provided in the award notice.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EVANS BANCORP INC
Report date May 02, 2025 · Filed May 02, 2025
Section 16 reporting ended · disclosed 2025-05-02. 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 2025-05-02 transaction · row 1
1 source rowRow 1 · 2025-05-02 · Disposition to issuer · Disposed 2,001 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of September 9, 2024, between the Issuer and NBT Bancorp, Inc., each issued and outstanding share of Issuer common stock was converted into the right to receive 0.91 shares of NBT Bancorp, Inc. common stock (subject to the payment of cash in lieu of fractional shares). |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of September 9, 2024, between the Issuer and NBT Bancorp, Inc., each issued and outstanding share of Issuer common stock was converted into the right to receive 0.91 shares of NBT Bancorp, Inc. common stock (subject to the payment of cash in lieu of fractional shares).
FSB Bancorp, Inc.
Report date May 01, 2020 · Filed May 01, 2020
Section 16 reporting ended · disclosed 2020-05-01. 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 2020-05-01 transaction · row 1
1 source rowRow 1 · 2020-05-01 · Disposition to issuer · Disposed 4,000 · Balance 0 F1: Each share of Issuer common stock was converted into and became exchangeable for the right to receive, at the election of the holder, (i) $17.80 in cash and (ii) 0.4394 shares of Evans Bancorp, Inc. ("Buyer") common stock. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $16.72 · Expires 2027-10-02 | Direct | 0 |
Reported balance
After 2020-05-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-05-01 · Disposition to issuer · Disposed 7,000 · Balance 0 F2: Each option to purchase Issuer common stock, whether vested or unvested, automatically converted to the right to receive a cash payment equal to (i) the number of shares of Issuer common stock provided for in such option and (ii) the excess, if any, of $17.80 over the exercise price per share of Issuer common stock provided for in such option, which cash payment shall be made without interest and shall be net of all applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Issuer common stock was converted into and became exchangeable for the right to receive, at the election of the holder, (i) $17.80 in cash and (ii) 0.4394 shares of Evans Bancorp, Inc. ("Buyer") common stock.
F2: Each option to purchase Issuer common stock, whether vested or unvested, automatically converted to the right to receive a cash payment equal to (i) the number of shares of Issuer common stock provided for in such option and (ii) the excess, if any, of $17.80 over the exercise price per share of Issuer common stock provided for in such option, which cash payment shall be made without interest and shall be 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 |
|---|---|---|---|---|---|---|
| September 10, 2026 Filed Sep 10, 2026 20:30 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionRestricted Stock Units · Derivative | 1,587 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000891839-26-000398 · form4.xml · derivative · entry 3 DePerrior Dawn · CIK 0001679030 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.50 par value · 1,587 shares Expires not disclosed 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 · derivative.exercise_price: These restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: These RSUs vested on September 10, 2026. F3 · derivative.expiration_date: These RSUs vested on September 10, 2026. Read SEC document |
| September 10, 2026 Filed Sep 10, 2026 20:30 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionCommon Stock, $.50 par value | 1,587 | $0.00 | $0.00 |
DisclosureSEC source: 0000891839-26-000398 · form4.xml · nonDerivative · entry 1 DePerrior Dawn · CIK 0001679030 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,291 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 · price: These restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| September 09, 2026 Filed Sep 10, 2026 20:30 UTC | TRANSCAT INC TRNS · Entity 1920 | GrantRestricted Stock Units · Derivative | 1,671 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000891839-26-000398 · form4.xml · derivative · entry 2 DePerrior Dawn · CIK 0001679030 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,671 Underlying: Common Stock, $.50 par value · 1,671 shares Expires not disclosed F1 · derivative.exercise_price: These restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: These RSUs were granted in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 9, 2027. F2 · derivative.expiration_date: These RSUs were granted in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 9, 2027. Read SEC document |
| September 11, 2025 Filed Sep 11, 2025 21:19 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionRestricted Stock Units · Derivative | 704 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-015570 · form4.xml · derivative · entry 3 DePerrior Dawn · CIK 0001679030 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.50 par value · 704 shares Expires not disclosed 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 · derivative.exercise_price: These restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: These RSUs vested on September 11, 2025. F3 · derivative.expiration_date: These RSUs vested on September 11, 2025. Read SEC document |
| September 11, 2025 Filed Sep 11, 2025 21:19 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionCommon Stock, $.50 par value | 704 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-015570 · form4.xml · nonDerivative · entry 1 DePerrior Dawn · CIK 0001679030 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 704 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 · price: These restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Read SEC document |
| September 10, 2025 Filed Sep 11, 2025 21:19 UTC | TRANSCAT INC TRNS · Entity 1920 | GrantRestricted Stock Units · Derivative | 1,587 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-015570 · form4.xml · derivative · entry 2 DePerrior Dawn · CIK 0001679030 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,587 Underlying: Common Stock, $.50 par value · 1,587 shares Expires not disclosed F1 · derivative.exercise_price: These restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: These RSUs were granted in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 10, 2026. F2 · derivative.expiration_date: These RSUs were granted in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 10, 2026. Read SEC document |
| May 02, 2025 Filed May 2, 2025 17:05 UTC | EVANS BANCORP INC EVBN · Entity 80252 | Disposition to issuerCommon Stock | 2,001 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-014341 · rdgdoc.xml · nonDerivative · entry 1 DePerrior Dawn · CIK 0001679030 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of September 9, 2024, between the Issuer and NBT Bancorp, Inc., each issued and outstanding share of Issuer common stock was converted into the right to receive 0.91 shares of NBT Bancorp, Inc. common stock (subject to the payment of cash in lieu of fractional shares). Read SEC document |
| September 11, 2024 Filed Sep 11, 2024 20:32 UTC | TRANSCAT INC TRNS · Entity 1920 | GrantRestricted Stock Units · Derivative | 704 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-016479 · form4.xml · derivative · entry 1 DePerrior Dawn · CIK 0001679030 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 704 Underlying: Common Stock, $.50 par value · 704 shares Expires not disclosed F1 · derivative.exercise_price: These restricted stock units, which convert to common stock on a one-for-one basis, were granted in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 11, 2025. F1 · derivative.exercise_date: These restricted stock units, which convert to common stock on a one-for-one basis, were granted in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 11, 2025. F1 · derivative.expiration_date: These restricted stock units, which convert to common stock on a one-for-one basis, were granted in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 11, 2025. Read SEC document |
| January 23, 2024 Filed Jan 25, 2024 15:32 UTC | EVANS BANCORP INC EVBN · Entity 80252 | GrantCommon Stock | 679 | $30.21 | $20,512.59 |
DisclosureSEC source: 0001593968-24-000160 · primary_01.xml · nonDerivative · entry 1 DePerrior Dawn · CIK 0001679030 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,227 F1 · shares: The Restricted Stock shall be vested according to the following schedule: 100% of the shares of Common Stock subject, to the Restricted Stock Award will vest on the first anniversary of the date of the award. Read SEC document |
| October 26, 2023 Filed Oct 30, 2023 20:31 UTC | TRANSCAT INC TRNS · Entity 1920 | GrantStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $92.92 | $0.00 |
DisclosureSEC source: 0001062993-23-019838 · form4.xml · derivative · entry 1 DePerrior Dawn · CIK 0001679030 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock, $.50 par value · 10,000 shares Expires 2033-10-26 F1 · derivative.exercise_date: This option was granted under the Transcat, Inc. 2021 Stock Incentive Plan, in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vests and becomes exercisable pro rata with respect to one-fifth of the shares subject to the option on the first, second, third, fourth and fifth anniversaries of the date of grant. Read SEC document |
| May 09, 2023 Filed May 10, 2023 16:23 UTC | EVANS BANCORP INC EVBN · Entity 80252 | GrantCommon Stock | 548 | $24.97 | $13,683.56 |
DisclosureSEC source: 0001593968-23-000780 · primary_01.xml · nonDerivative · entry 1 DePerrior Dawn · CIK 0001679030 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,322 F1 · shares: The Restricted Stock shall be vested according to the following schedule: 100% of the shares of Common Stock subject, to the Restricted Stock Award will vest on the first anniversary of the date of the award. Read SEC document |
| May 01, 2020 Filed May 1, 2020 17:43 UTC | FSB Bancorp, Inc. FSBC · Entity 149534 | Disposition to issuerStock Options · Derivative | 7,000 | Not disclosed Strike: $16.72 | Not disclosed |
DisclosureSEC source: 0001567619-20-008802 · doc1.xml · derivative · entry 2 DePerrior Dawn · CIK 0001679030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,000 shares Expires 2027-10-02 F2 · price: Each option to purchase Issuer common stock, whether vested or unvested, automatically converted to the right to receive a cash payment equal to (i) the number of shares of Issuer common stock provided for in such option and (ii) the excess, if any, of $17.80 over the exercise price per share of Issuer common stock provided for in such option, which cash payment shall be made without interest and shall be net of all applicable withholding taxes. Read SEC document |
| May 01, 2020 Filed May 1, 2020 17:43 UTC | FSB Bancorp, Inc. FSBC · Entity 149534 | Disposition to issuerCommon Stock | 4,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-20-008802 · doc1.xml · nonDerivative · entry 1 DePerrior Dawn · CIK 0001679030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Each share of Issuer common stock was converted into and became exchangeable for the right to receive, at the election of the holder, (i) $17.80 in cash and (ii) 0.4394 shares of Evans Bancorp, Inc. ("Buyer") common stock. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 16:22 UTC | FSB Bancorp, Inc. FSBC · Entity 149534 | GrantStock Options · Derivative | 7,000 | $0.00 Strike: $16.72 | $0.00 |
DisclosureSEC source: 0001140361-17-037612 · doc1.xml · derivative · entry 2 DePerrior Dawn · CIK 0001679030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2027-10-02 F2 · shares: Stock options vest at a rate of 20% per year commencing on October 2, 2018. F2 · derivative.underlying_shares: Stock options vest at a rate of 20% per year commencing on October 2, 2018. F2 · balance_after: Stock options vest at a rate of 20% per year commencing on October 2, 2018. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 16:22 UTC | FSB Bancorp, Inc. FSBC · Entity 149534 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-037612 · doc1.xml · nonDerivative · entry 1 DePerrior Dawn · CIK 0001679030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 F1 · shares: Shares of restricted stock vest at a rate of 20% per year commencing on October 2, 2018. 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.