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 | 6,978.5578 |
Reported balance
After 2025-06-27 transaction · row 1
1 source rowRow 1 · 2025-06-27 · Other · Acquired 68.9758 · Balance 6,978.5578 |
| COMMON CLASSSEC Table I · non-derivative | IndirectBY SPOUSE | 22 |
Reported balance
Holding disclosure · report date 2025-06-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 22 |
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 13:29 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 68.9758 | $60.42 | $4,167.52 |
DisclosureSEC source: 0000739421-25-000083 · primary_doc.xml · nonDerivative · entry 1 KOSA E GENE · CIK 0001215851 · RETIRED DIRECTOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,978.5578 Read SEC document |
| June 28, 2024 Filed Jun 28, 2024 14:31 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 66.3306 | $43.95 | $2,915.23 |
DisclosureSEC source: 0000739421-24-000066 · primary_doc.xml · nonDerivative · entry 1 KOSA E GENE · CIK 0001215851 · RETIRED DIRECTOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,702.3943 Read SEC document |
| April 18, 2024 Filed Apr 19, 2024 17:32 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GiftCOMMON CLASS | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-24-000026 · primary_doc.xml · nonDerivative · entry 1 KOSA E GENE · CIK 0001215851 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,579.5481 Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 19:08 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 98 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-24-000013 · primary_doc.xml · nonDerivative · entry 1 KOSA E GENE · CIK 0001215851 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,479.5481 Read SEC document |
| August 28, 2023 Filed Aug 30, 2023 16:03 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-23-000064 · primary_doc.xml · nonDerivative · entry 1 KOSA E GENE · CIK 0001215851 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,284.4279 Read SEC document |
| June 30, 2023 Filed Jun 30, 2023 11:31 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 58.9525 | $77.05 | $4,542.29 |
DisclosureSEC source: 0000739421-23-000028 · primary_doc.xml · nonDerivative · entry 1 KOSA E GENE · CIK 0001215851 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,049.2056 Read SEC document |
| June 24, 2022 Filed Jun 24, 2022 12:46 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 57.1751 | $66.00 | $3,773.56 |
DisclosureSEC source: 0000739421-22-000060 · primary_doc.xml · nonDerivative · entry 1 KOSA E GENE · CIK 0001215851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,861.6846 Read SEC document |
| May 04, 2022 Filed May 6, 2022 12:37 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-22-000023 · primary_doc.xml · nonDerivative · entry 1 KOSA E GENE · CIK 0001215851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,804.5098 Read SEC document |
| January 28, 2022 Filed Jan 28, 2022 15:43 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GiftCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-22-000004 · primary_doc.xml · nonDerivative · entry 1 KOSA E GENE · CIK 0001215851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,572.0741 Read SEC document |
| June 25, 2021 Filed Jun 25, 2021 11:19 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 53.3297 | $61.00 | $3,253.11 |
DisclosureSEC source: 0000739421-21-000041 · primary_doc.xml · nonDerivative · entry 1 KOSA E GENE · CIK 0001215851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,665.2978 Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 15:19 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-21-000032 · primary_doc.xml · nonDerivative · entry 1 KOSA E GENE · CIK 0001215851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,611.9681 Read SEC document |
| June 26, 2020 Filed Jun 26, 2020 11:30 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 51.3503 | $50.00 | $2,567.52 |
DisclosureSEC source: 0000739421-20-000064 · primary_doc.xml · nonDerivative · entry 1 KOSA E GENE · CIK 0001215851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,257.383 Read SEC document |
| May 19, 2020 Filed May 21, 2020 12:49 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-20-000039 · primary_doc.xml · nonDerivative · entry 1 KOSA E GENE · CIK 0001215851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,206.0327 Read SEC document |
| June 28, 2019 Filed Jun 28, 2019 13:22 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 47.6043 | $61.00 | $2,903.86 |
DisclosureSEC source: 0000739421-19-000071 · primary_doc.xml · nonDerivative · entry 1 KOSA E GENE · CIK 0001215851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,871.0298 Read SEC document |
| May 09, 2019 Filed May 10, 2019 11:48 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-19-000037 · primary_doc.xml · nonDerivative · entry 1 KOSA E GENE · CIK 0001215851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,823.4255 Read SEC document |
| June 29, 2018 Filed Jun 29, 2018 12:23 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 44.1941 | $62.50 | $2,762.13 |
DisclosureSEC source: 0000739421-18-000070 · primary_doc.xml · nonDerivative · entry 1 KOSA E GENE · CIK 0001215851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,518.6066 Read SEC document |
| May 10, 2018 Filed May 11, 2018 12:24 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-18-000037 · primary_doc.xml · nonDerivative · entry 1 KOSA E GENE · CIK 0001215851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,474.4125 Read SEC document |
| June 30, 2017 Filed Jun 30, 2017 12:54 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 1 | $54.50 | $54.50 |
DisclosureSEC source: 0000739421-17-000070 · primary_doc.xml · nonDerivative · entry 2 KOSA E GENE · CIK 0001215851 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · BY SPOUSE Disclosed balance after: 22 Read SEC document |
| June 30, 2017 Filed Jun 30, 2017 12:54 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | OtherCOMMON CLASS | 200.5751 | $54.50 | $10,931.34 |
DisclosureSEC source: 0000739421-17-000070 · primary_doc.xml · nonDerivative · entry 1 KOSA E GENE · CIK 0001215851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,227.0766 Read SEC document |
| May 11, 2017 Filed May 12, 2017 12:23 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | GrantCOMMON CLASS | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0000739421-17-000036 · primary_doc.xml · nonDerivative · entry 1 KOSA E GENE · CIK 0001215851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,026.5015 Read SEC document |
| March 04, 2015 Filed Jan 27, 2017 12:24 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 100 | $53.00 | $5,300.00 |
DisclosureSEC source: 0000739421-17-000003 · primary_doc.xml · nonDerivative · entry 3 KOSA E GENE · CIK 0001215851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,851.7202 Read SEC document |
| April 22, 2014 Filed Jan 27, 2017 12:24 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 39 | $54.00 | $2,106.00 |
DisclosureSEC source: 0000739421-17-000003 · primary_doc.xml · nonDerivative · entry 2 KOSA E GENE · CIK 0001215851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,642.7202 Read SEC document |
| February 06, 2008 Filed Jan 27, 2017 12:24 UTC | CITIZENS FINANCIAL SERVICES INC CZFS · Entity 5692 | PurchaseCOMMON CLASS | 50 | $20.50 | $1,025.00 |
DisclosureSEC source: 0000739421-17-000003 · primary_doc.xml · nonDerivative · entry 1 KOSA E GENE · CIK 0001215851 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,603.7202 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.