Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FRANKLIN FINANCIAL SERVICES CORP /PA/FRAF · Entity 6033 | CEO | April 23, 2025 | April 24, 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.
FRANKLIN FINANCIAL SERVICES CORP /PA/
Report date April 23, 2025 · Filed April 24, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,369 |
Reported balance
After 2025-04-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-04-23 · Exercise / conversion · Acquired 896 · Balance 23,369 F1: These shares of Common Stock were acquired pursuant to the exercise of options granted to the reporting person under the issuer's Employee Stock Purchase Plan of 2004 ("ESPP"). F2: In accordance with the ESPP, these shares were purchased at a price equal to 95% of the fair market value of the issuer's Common Stock on July 1, 2024. F3: Includes previously reported unvested restricted stock units. |
| Employee Stock Purchase Plan (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $26.87 · Expires 2025-06-30 | Direct | 0 |
Reported balance
After 2025-04-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-04-23 · Exercise / conversion · Disposed 896 · Balance 0 |
| Incentive Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.00 · Expires 2027-02-23 | Direct | 2,900 |
Reported balance
Holding disclosure · report date 2025-04-23 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 2,900 |
| Incentive Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.10 · Expires 2028-02-22 | Direct | 2,927 |
Reported balance
Holding disclosure · report date 2025-04-23 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 2,927 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of Common Stock were acquired pursuant to the exercise of options granted to the reporting person under the issuer's Employee Stock Purchase Plan of 2004 ("ESPP").
F2: In accordance with the ESPP, these shares were purchased at a price equal to 95% of the fair market value of the issuer's Common Stock on July 1, 2024.
F3: Includes previously reported unvested restricted stock units.
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 |
|---|---|---|---|---|---|---|
| April 27, 2018 Filed May 1, 2018 19:57 UTC | FRANKLIN FINANCIAL SERVICES CORP /PA/ FRAF · Entity 6033 | OtherFranklin Financial Services Corp ESPP · Derivative | 388 | $35.90 Strike: $35.90 | $13,929.20 |
DisclosureSEC source: 0001663763-18-000002 · primary_doc.xml · derivative · entry 1 Henry Timothy G · CIK 0001663763 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,301 Underlying: Franklin Financial Services Corporation · 388 shares Expires 2018-06-30 Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 21:45 UTC | FRANKLIN FINANCIAL SERVICES CORP /PA/ FRAF · Entity 6033 | GrantFranklin Financial Services Corporation Incentive Stock Opti · Derivative | 3,750 | $34.10 Strike: $34.10 | $127,875.00 |
DisclosureSEC source: 0001663763-18-000001 · primary_doc.xml · derivative · entry 1 Henry Timothy G · CIK 0001663763 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,888 Underlying: Franklin Financial Services Corporation · 3,750 shares Expires 2028-02-22 Read SEC document |
| November 22, 2017 Filed Nov 22, 2017 21:16 UTC | FRANKLIN FINANCIAL SERVICES CORP /PA/ FRAF · Entity 6033 | PurchaseFranklin Financial Services Corporation | 102 | $37.35 | $3,809.70 |
DisclosureSEC source: 0001663763-17-000004 · primary_doc.xml · nonDerivative · entry 1 Henry Timothy G · CIK 0001663763 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,902 Read SEC document |
| July 01, 2017 Filed Jul 6, 2017 20:06 UTC | FRANKLIN FINANCIAL SERVICES CORP /PA/ FRAF · Entity 6033 | GrantFranklin Financial Services Corp Employee Stock Option · Derivative | 388 | $29.95 Strike: $29.95 | $11,620.60 |
DisclosureSEC source: 0001663763-17-000003 · primary_doc.xml · derivative · entry 1 Henry Timothy G · CIK 0001663763 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,138 Underlying: Franklin Financial Services Corporation · 388 shares Expires 2018-06-30 Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 21:37 UTC | FRANKLIN FINANCIAL SERVICES CORP /PA/ FRAF · Entity 6033 | GrantFranklin Financial Services Corp ISO · Derivative | 3,750 | $30.00 Strike: $30.00 | $112,500.00 |
DisclosureSEC source: 0001663763-17-000002 · primary_doc.xml · derivative · entry 1 Henry Timothy G · CIK 0001663763 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,750 Underlying: Franklin Financial Services Corporation · 1,800 shares Expires 2027-08-23 Read SEC document |
| December 28, 2016 Filed Jan 3, 2017 19:21 UTC | FRANKLIN FINANCIAL SERVICES CORP /PA/ FRAF · Entity 6033 | PurchaseFranklin Financial Services Corporation | 200 | $28.40 | $5,680.00 |
DisclosureSEC source: 0001663763-17-000001 · primary_doc.xml · nonDerivative · entry 1 Henry Timothy G · CIK 0001663763 · Ceo 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Read SEC document |
| November 30, 2016 Filed Nov 30, 2016 22:04 UTC | FRANKLIN FINANCIAL SERVICES CORP /PA/ FRAF · Entity 6033 | PurchaseFranklin Financial Services Corp. | 100 | $25.93 | $2,593.00 |
DisclosureSEC source: 0001663763-16-000002 · primary_doc.xml · nonDerivative · entry 1 Henry Timothy G · CIK 0001663763 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 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.