Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORRSTOWN FINANCIAL SERVICES INCORRF · Entity 5109 | EVP, Market President | February 16, 2025 | February 19, 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.
ORRSTOWN FINANCIAL SERVICES INC
Report date February 16, 2025 · Filed February 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Orrstown Financial Services, Inc., Common, Rest. Stock. Unt.SEC Table I · non-derivative | Direct | 817 |
Reported balance
After 2025-02-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-02-16 · Grant · Acquired 817 · Balance 817 F1: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. |
| Orrstown Financial Services, Inc. Common, Restricted StockSEC Table I · non-derivative | Direct | 7,484 |
Reported balance
After 2025-02-16 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-02-16 · Grant · Acquired 817 · Balance 7,484 F2: Restricted stock with various vesting dates over the next 3 years. |
| Orrstown Financial Services, Inc, Common StockSEC Table I · non-derivative | Direct | 4,371 |
Reported balance
Holding disclosure · report date 2025-02-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,371 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria.
F2: Restricted stock with various vesting dates over the next 3 years.
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 |
|---|---|---|---|---|---|---|
| February 16, 2025 Filed Feb 19, 2025 21:08 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 817 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-25-000068 · wk-form4_1739999271.xml · nonDerivative · entry 2 Carney Harland E. III · CIK 0002028255 · EVP, Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,484 F2 · balance_after: Restricted stock with various vesting dates over the next 3 years. Read SEC document |
| February 16, 2025 Filed Feb 19, 2025 21:08 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc., Common, Rest. Stock. Unt. | 817 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-25-000068 · wk-form4_1739999271.xml · nonDerivative · entry 1 Carney Harland E. III · CIK 0002028255 · EVP, Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 817 F1 · balance_after: Restricted stock units vesting three years after the date of the award based on pre-established company performance criteria. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:11 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Common, Restricted Stock | 6,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-24-000160 · wk-form4_1720037513.xml · nonDerivative · entry 2 Carney Harland E. III · CIK 0002028255 · EVP, Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,667 F2 · balance_after: Represents an award of shares of restricted stock of ORRF vesting on July 28, 2025 upon achievement of targeted expense savings based on ORRFs going forward annual expense run rate at June 30, 2025 compared to the combined reported expenses of ORRF and CVLY (excluding merger-related and other extraordinary expenses in both cases) for the year ended December 31, 2023. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:11 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc, Common Stock | 4,369 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-24-000160 · wk-form4_1720037513.xml · nonDerivative · entry 1 Carney Harland E. III · CIK 0002028255 · EVP, Market President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,369 F1 · balance_after: On July 1, 2024, Codorus Valley Bancorp, Inc. (CVLY) merged with and into Orrstown Financial Services, Inc. (ORRF). Pursuant to the merger, each share of CVLY common stock held by the reporting person was converted into the right to receive 0.875 shares of ORRF common stock (the Exchange Ratio), with an amount in cash, without interest, to be paid in lieu of fractional shares at $25.40 per share. The closing price of ORRF common stock on June 28, 2024 was $27.36 per share. 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.