Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Pathfinder Bancorp, Inc.PBHC · Entity 6777 | Director | December 05, 2024 | February 28, 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.
Pathfinder Bancorp, Inc.
Report date December 05, 2024 · Filed February 28, 2025 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectAllyn Family Capital Fund, LLC | 6,124 |
Reported balance
Holding disclosure · report date 2024-12-05 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 6,124 |
| Common StockSEC Table I · non-derivative | IndirectAllyn Family Foundation | 35,087 |
Reported balance
Holding disclosure · report date 2024-12-05 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance 35,087 F1: This amendment includes the ownership of 35,087 shares beneficially owned by the Allyn Family Foundation that was omitted from the filing on 12/9/24. |
Filing footnotes · ownership attribution and instrument terms
F1: This amendment includes the ownership of 35,087 shares beneficially owned by the Allyn Family Foundation that was omitted from the filing on 12/9/24.
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 |
|---|---|---|---|---|---|---|
| December 05, 2024 Filed Dec 9, 2024 16:05 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | SaleCommon Stock | 8,169 | $16.80 | $137,239.20 |
DisclosureSEC source: 0000950170-24-134367 · ownership.xml · nonDerivative · entry 1 Allyn Eric · CIK 0001930456 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Allyn Family Capital Fund, LLC Disclosed balance after: 6,124 Read SEC document |
| December 03, 2024 Filed Dec 5, 2024 21:30 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | SaleCommon Stock | 1,014 | $17.28 | $17,523.34 |
DisclosureSEC source: 0000950170-24-133725 · ownership.xml · nonDerivative · entry 1 Allyn Eric · CIK 0001930456 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Allyn Family Capital Fund, LLC Disclosed balance after: 14,293 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.