Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CITIZENS FINANCIAL SERVICES INCCZFS · Entity 5692 | RETIRED DIRECTOR | June 27, 2025 | June 27, 2025 |
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.
CITIZENS FINANCIAL SERVICES INC
Report date June 27, 2025 · Filed June 27, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON CLASSSEC Table I · non-derivative | Direct | 30,139 |
Reported balance
After 2025-06-27 transaction · row 1
1 source rowRow 1 · 2025-06-27 · Other · Acquired 298 · Balance 30,139 |
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 |
|---|---|---|---|---|---|---|
| June 27, 2025 Filed Jun 27, 2025 13:03 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 298 | $60.42 | $18,005.16 |
DisclosureSEC source: 0000739421-25-000079 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · RETIRED DIRECTOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,139 Read SEC document |
| June 10, 2025 Filed Jun 10, 2025 18:16 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GiftCOMMON CLASS | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-25-000054 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,841 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 20:26 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-25-000026 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,741 Read SEC document |
| December 16, 2024 Filed Dec 17, 2024 21:02 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-24-000111 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,651 Read SEC document |
| September 17, 2024 Filed Sep 18, 2024 12:01 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 94 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-24-000085 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,585 Read SEC document |
| June 28, 2024 Filed Jun 28, 2024 12:05 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 290 | $43.95 | $12,745.50 |
DisclosureSEC source: 0000739421-24-000055 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,491 Read SEC document |
| June 18, 2024 Filed Jun 20, 2024 17:54 UTC Amendment | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 107 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-24-000046 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,201 Read SEC document |
| June 18, 2024 Filed Jun 20, 2024 12:51 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 29,201 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-24-000042 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,201 Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 19:40 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 98 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-24-000020 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,094 Read SEC document |
| August 28, 2023 Filed Aug 30, 2023 17:47 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-23-000072 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,996 Read SEC document |
| June 30, 2023 Filed Jun 30, 2023 12:56 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 284 | $77.05 | $21,882.20 |
DisclosureSEC source: 0000739421-23-000043 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,796 Read SEC document |
| June 16, 2023 Filed Jun 16, 2023 12:52 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 7,990 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-23-000025 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,512 Read SEC document |
| June 24, 2022 Filed Jun 24, 2022 12:32 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 203 | $66.00 | $13,398.00 |
DisclosureSEC source: 0000739421-22-000058 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,522 Read SEC document |
| May 17, 2022 Filed May 17, 2022 13:09 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-22-000034 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,319 Read SEC document |
| May 04, 2022 Filed May 6, 2022 13:18 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-22-000031 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,319 Read SEC document |
| June 25, 2021 Filed Jun 25, 2021 13:09 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 167 | $61.00 | $10,187.00 |
DisclosureSEC source: 0000739421-21-000055 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,119 Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 15:55 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-21-000039 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,952 Read SEC document |
| June 26, 2020 Filed Jun 26, 2020 13:49 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 165 | $50.00 | $8,250.00 |
DisclosureSEC source: 0000739421-20-000082 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,752 Read SEC document |
| May 19, 2020 Filed May 21, 2020 16:05 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-20-000056 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,587 Read SEC document |
| June 28, 2019 Filed Jun 28, 2019 15:01 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 162 | $61.00 | $9,882.00 |
DisclosureSEC source: 0000739421-19-000085 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,387 Read SEC document |
| May 09, 2019 Filed May 10, 2019 13:06 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-19-000050 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,225 Read SEC document |
| June 29, 2018 Filed Jun 29, 2018 13:43 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 158 | $62.50 | $9,875.00 |
DisclosureSEC source: 0000739421-18-000083 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,025 Read SEC document |
| May 10, 2018 Filed May 11, 2018 13:54 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-18-000049 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,867 Read SEC document |
| June 30, 2017 Filed Jun 30, 2017 14:27 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 748 | $54.50 | $40,766.00 |
DisclosureSEC source: 0000739421-17-000081 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,717 Read SEC document |
| May 11, 2017 Filed May 12, 2017 13:51 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-17-000047 · primary_doc.xml · nonDerivative · entry 1 SCHADLER ALLETTA M · CIK 0001660129 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,969 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.