Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CODORUS VALLEY BANCORP INCCVLY · Entity 89809 | SVP of PeoplesBank | June 14, 2024 | June 18, 2024 |
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.
CODORUS VALLEY BANCORP INC
Report date June 14, 2024 · Filed June 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,017.166 |
Ending reported balance
After 2024-06-14 transaction · row 7
7 source rows · reconciled sequenceRow 1 · 2024-06-14 · Tax withholding · Disposed 273 · Balance 5,993.613 Row 2 · 2024-06-14 · Grant · Acquired 2,763.762 · Balance 8,757.375 Row 3 · 2024-06-14 · Tax withholding · Disposed 1,059 · Balance 7,698.375 Row 4 · 2024-06-14 · Grant · Acquired 875.853 · Balance 8,574.228 Row 5 · 2024-06-14 · Tax withholding · Disposed 244 · Balance 8,330.228 Row 6 · 2024-06-14 · Grant · Acquired 966.938 · Balance 9,297.166 Row 7 · 2024-06-14 · Tax withholding · Disposed 280 · Balance 9,017.166 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ORRSTOWN FINANCIAL SERVICES INC
Report date January 01, 2025 · Filed January 03, 2025
Section 16 reporting ended · disclosed 2025-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Orrstown Financial Services, Inc. Restricted StockSEC Table I · non-derivative | Direct | 3,414 |
Reported balance
After 2025-01-01 transaction · row 1
1 source rowRow 1 · 2025-01-01 · Tax withholding · Disposed 3,253 · Balance 3,414 |
| Orrstown Financial Services, Inc, Common StockSEC Table I · non-derivative | Direct | 7,890 |
Reported balance
Holding disclosure · report date 2025-01-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,890 |
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 |
|---|---|---|---|---|---|---|
| January 01, 2025 Filed Jan 3, 2025 22:09 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | Tax withholdingOrrstown Financial Services, Inc. Restricted Stock | 3,253 | $36.61 | $119,092.33 |
DisclosureSEC source: 0000826154-25-000002 · wk-form4_1735942173.xml · nonDerivative · entry 1 CLABAUGH CHAD M · CIK 0001199590 · Chief Consumer Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,414 Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:11 UTC | ORRSTOWN FINANCIAL SERVICES INC ORRF · Entity 5109 | GrantOrrstown Financial Services, Inc. Restricted Stock | 6,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-24-000156 · wk-form4_1720037469.xml · nonDerivative · entry 2 CLABAUGH CHAD M · CIK 0001199590 · Chief Consumer Banking Officer 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 | 7,890 | $0.00 | $0.00 |
DisclosureSEC source: 0000826154-24-000156 · wk-form4_1720037469.xml · nonDerivative · entry 1 CLABAUGH CHAD M · CIK 0001199590 · Chief Consumer Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,890 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 |
| June 14, 2024 Filed Jun 18, 2024 10:28 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 280 | $21.58 | $6,042.40 |
DisclosureSEC source: 0000806279-24-000070 · primary_doc.xml · nonDerivative · entry 7 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,017.166 Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 10:28 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 966.938 | $21.58 | $20,866.52 |
DisclosureSEC source: 0000806279-24-000070 · primary_doc.xml · nonDerivative · entry 6 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,297.166 Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 10:28 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 244 | $21.58 | $5,265.52 |
DisclosureSEC source: 0000806279-24-000070 · primary_doc.xml · nonDerivative · entry 5 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,330.228 Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 10:28 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 875.853 | $21.58 | $18,900.91 |
DisclosureSEC source: 0000806279-24-000070 · primary_doc.xml · nonDerivative · entry 4 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,574.228 Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 10:28 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 1,059 | $21.58 | $22,853.22 |
DisclosureSEC source: 0000806279-24-000070 · primary_doc.xml · nonDerivative · entry 3 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,698.375 Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 10:28 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 2,763.762 | $21.58 | $59,641.98 |
DisclosureSEC source: 0000806279-24-000070 · primary_doc.xml · nonDerivative · entry 2 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,757.375 Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 10:28 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 273 | $21.58 | $5,891.34 |
DisclosureSEC source: 0000806279-24-000070 · primary_doc.xml · nonDerivative · entry 1 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,993.613 Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 10:30 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 265 | $22.03 | $5,837.95 |
DisclosureSEC source: 0000806279-24-000050 · primary_doc.xml · nonDerivative · entry 1 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,266.613 Read SEC document |
| March 12, 2024 Filed Mar 13, 2024 13:23 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantRestricted Stock Units · Derivative | 2,743 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000806279-24-000030 · primary_doc.xml · derivative · entry 1 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,743 Underlying: Common Stock · 2,743 shares Expires not disclosed F1 · security: Each restricted stock unit represents a contingent right to receive one share of CVLY common stock F2 · derivative.exercise_date: Time based restricted stock units which will vest ratably over a three year period F2 · derivative.expiration_date: Time based restricted stock units which will vest ratably over a three year period Read SEC document |
| March 10, 2024 Filed Mar 11, 2024 16:29 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 122 | $22.97 | $2,802.34 |
DisclosureSEC source: 0000806279-24-000019 · primary_doc.xml · nonDerivative · entry 3 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,531.613 Read SEC document |
| March 10, 2024 Filed Mar 11, 2024 16:29 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 435.137 | $22.97 | $9,995.10 |
DisclosureSEC source: 0000806279-24-000019 · primary_doc.xml · nonDerivative · entry 2 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,653.613 Read SEC document |
| March 09, 2024 Filed Mar 11, 2024 16:29 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 176 | $22.97 | $4,042.72 |
DisclosureSEC source: 0000806279-24-000019 · primary_doc.xml · nonDerivative · entry 1 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,218.476 Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 10:47 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 269 | $21.40 | $5,756.60 |
DisclosureSEC source: 0000806279-23-000054 · primary_doc.xml · nonDerivative · entry 1 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,039.227 Read SEC document |
| March 10, 2023 Filed Mar 13, 2023 16:36 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantRestricted Stock Units · Derivative | 2,523 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000806279-23-000029 · primary_doc.xml · derivative · entry 2 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,523 Underlying: Common Stock · 2,523 shares Expires not disclosed F1 · security: Each restricted stock unit represents a contingent right to receive one share of CVLY common stock. F2 · derivative.exercise_date: 50% of the restricted stock units (1261 units) are performance based restricted stock units with cliff vesting after the performance end of 12/31/2025. 50% of the restricted stock units (1262 units) are time based restricted stock units which will vest ratably over a 3 year period. F2 · derivative.expiration_date: 50% of the restricted stock units (1261 units) are performance based restricted stock units with cliff vesting after the performance end of 12/31/2025. 50% of the restricted stock units (1262 units) are time based restricted stock units which will vest ratably over a 3 year period. Read SEC document |
| March 09, 2023 Filed Mar 13, 2023 16:36 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 170 | $24.18 | $4,110.60 |
DisclosureSEC source: 0000806279-23-000029 · primary_doc.xml · nonDerivative · entry 1 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,308.227 Read SEC document |
| December 10, 2022 Filed Dec 13, 2022 14:04 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 65 | $23.39 | $1,520.35 |
DisclosureSEC source: 0000806279-22-000123 · primary_doc.xml · nonDerivative · entry 1 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,179.858 Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 13:51 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 2,652 | $21.87 | $57,999.24 |
DisclosureSEC source: 0000806279-22-000058 · primary_doc.xml · nonDerivative · entry 1 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,244.858 F1 · shares: Awards vest in three equal installments beginning March 15, 2023 Read SEC document |
| March 09, 2022 Filed Mar 10, 2022 16:20 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 187 | $21.98 | $4,110.26 |
DisclosureSEC source: 0000806279-22-000043 · primary_doc.xml · nonDerivative · entry 1 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,592.858 Read SEC document |
| December 10, 2021 Filed Dec 13, 2021 16:16 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | SaleCommon Stock | 86 | $21.71 | $1,867.06 |
DisclosureSEC source: 0000806279-21-000066 · primary_doc.xml · nonDerivative · entry 1 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,524.415 Read SEC document |
| December 10, 2021 Filed Feb 16, 2022 14:49 UTC Amendment | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 86 | $21.71 | $1,867.06 |
DisclosureSEC source: 0000806279-22-000025 · primary_doc.xml · nonDerivative · entry 1 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,524.415 Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 10:27 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 89 | $22.45 | $1,998.05 |
DisclosureSEC source: 0000806279-21-000053 · primary_doc.xml · nonDerivative · entry 1 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,610.415 Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 14:10 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 1,599 | $19.38 | $30,988.62 |
DisclosureSEC source: 0000806279-21-000035 · primary_doc.xml · nonDerivative · entry 1 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,699.415 F1 · shares: Awards vest in three equal annual installments beginning on March 9, 2022 Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 14:50 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 841 | $22.59 | $18,998.19 |
DisclosureSEC source: 0000806279-19-000048 · primary_doc.xml · nonDerivative · entry 1 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,688.798 F1 · shares: Options vest in three equal annual installments beginning on December 10, 2020 Read SEC document |
| August 13, 2018 Filed Aug 20, 2018 11:41 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 792 | $0.00 | $0.00 |
DisclosureSEC source: 0000806279-18-000018 · primary_doc.xml · nonDerivative · entry 1 CLABAUGH CHAD M · CIK 0001199590 · SVP of PeoplesBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 792 F1 · shares: The shares vest in three equal annual installments beginning August 13, 2019 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.