Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CODORUS VALLEY BANCORP INCCVLY · Entity 89809 | Director · President & CEO | 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 | 57,518.786 |
Ending reported balance
After 2024-06-14 transaction · row 11
11 source rows · reconciled sequenceRow 1 · 2024-06-14 · Tax withholding · Disposed 1,031 · Balance 41,517.46 Row 2 · 2024-06-14 · Grant · Acquired 8,208.655 · Balance 49,726.115 Row 3 · 2024-06-14 · Tax withholding · Disposed 3,512 · Balance 46,214.115 Row 4 · 2024-06-14 · Grant · Acquired 2,631.702 · Balance 48,845.817 Row 5 · 2024-06-14 · Tax withholding · Disposed 1,087 · Balance 47,758.817 Row 6 · 2024-06-14 · Grant · Acquired 2,906.183 · Balance 50,665 Row 7 · 2024-06-14 · Tax withholding · Disposed 1,206 · Balance 49,459 Row 8 · 2024-06-14 · Grant · Acquired 2,236.688 · Balance 51,695.688 Row 9 · 2024-06-14 · Tax withholding · Disposed 915 · Balance 50,780.688 Row 10 · 2024-06-14 · Grant · Acquired 11,822.098 · Balance 62,602.786 Row 11 · 2024-06-14 · Tax withholding · Disposed 5,084 · Balance 57,518.786 |
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 September 30, 2024 · Filed October 02, 2024
Section 16 reporting ended · disclosed 2024-10-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Orrstown Financial Services, Inc. Common, Restricted StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-09-30 transaction · row 1
1 source rowRow 1 · 2024-09-30 · Tax withholding · Disposed 6,090 · Balance 0 |
| Orrstown Financial Services, Inc, Common StockSEC Table I · non-derivative | Direct | 57,860 |
Reported balance
Holding disclosure · report date 2024-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 57,860 |
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 |
|---|---|---|---|---|---|---|
| May 10, 2021 Filed May 11, 2021 12:58 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 1,000 | $18.50 | $18,500.00 |
DisclosureSEC source: 0000806279-21-000047 · primary_doc.xml · nonDerivative · entry 1 KAUFFMAN CRAIG L · CIK 0001750684 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,808.032 Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 15:22 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 3,973 | $19.38 | $76,996.74 |
DisclosureSEC source: 0000806279-21-000039 · primary_doc.xml · nonDerivative · entry 1 KAUFFMAN CRAIG L · CIK 0001750684 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,808.032 F1 · shares: Awards vest in three equal annual installments beginning on March 9, 2022 Read SEC document |
| December 11, 2020 Filed Dec 14, 2020 14:44 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 196 | $16.98 | $3,328.08 |
DisclosureSEC source: 0000806279-20-000053 · primary_doc.xml · nonDerivative · entry 2 KAUFFMAN CRAIG L · CIK 0001750684 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,013.43 Read SEC document |
| December 10, 2020 Filed Dec 14, 2020 14:44 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 187 | $16.92 | $3,164.04 |
DisclosureSEC source: 0000806279-20-000053 · primary_doc.xml · nonDerivative · entry 1 KAUFFMAN CRAIG L · CIK 0001750684 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,209.43 Read SEC document |
| August 16, 2020 Filed Aug 17, 2020 11:38 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 160 | $13.10 | $2,096.00 |
DisclosureSEC source: 0000806279-20-000039 · primary_doc.xml · nonDerivative · entry 1 KAUFFMAN CRAIG L · CIK 0001750684 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,416.43 Read SEC document |
| August 16, 2020 Filed Aug 26, 2020 09:04 UTC Amendment | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 180 | $13.10 | $2,358.00 |
DisclosureSEC source: 0000806279-20-000040 · primary_doc.xml · nonDerivative · entry 1 KAUFFMAN CRAIG L · CIK 0001750684 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,396.43 Read SEC document |
| June 19, 2020 Filed Jun 23, 2020 10:53 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 1,000 | $14.11 | $14,107.20 |
DisclosureSEC source: 0000806279-20-000033 · primary_doc.xml · nonDerivative · entry 1 KAUFFMAN CRAIG L · CIK 0001750684 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,576.43 Read SEC document |
| December 11, 2019 Filed Dec 12, 2019 14:27 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | Tax withholdingCommon Stock | 189 | $22.65 | $4,280.85 |
DisclosureSEC source: 0000806279-19-000044 · primary_doc.xml · nonDerivative · entry 2 KAUFFMAN CRAIG L · CIK 0001750684 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,977.41 Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 14:27 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 1,903 | $22.59 | $42,988.77 |
DisclosureSEC source: 0000806279-19-000044 · primary_doc.xml · nonDerivative · entry 1 KAUFFMAN CRAIG L · CIK 0001750684 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,166.41 F1 · shares: Options vest in three equal annual installments beginning on December 10, 2020 Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 11:21 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 1,630 | $22.90 | $37,330.10 |
DisclosureSEC source: 0000806279-19-000035 · primary_doc.xml · nonDerivative · entry 2 KAUFFMAN CRAIG L · CIK 0001750684 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,263.41 F2 · price: Price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions in prices ranging from $22.775 to $22.97, inclusive. The reporting person undertakes to provide to CVB, Inc., any security holder of CVB Inc., or the staff of the SEC, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in footnote 2 to this form 4. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 11:21 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | PurchaseCommon Stock | 8,370 | $22.21 | $185,857.52 |
DisclosureSEC source: 0000806279-19-000035 · primary_doc.xml · nonDerivative · entry 1 KAUFFMAN CRAIG L · CIK 0001750684 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,633.41 F1 · price: Price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions in prices ranging from $21.7642 to $22.69, inclusive. The reporting person undertakes to provide to CVB, Inc., any security holder of CVB Inc., or the staff of the SEC, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in footnote 1 to this form 4. Read SEC document |
| December 19, 2018 Filed Dec 20, 2018 16:32 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 500 | $23.09 | $11,543.10 |
DisclosureSEC source: 0000806279-18-000049 · primary_doc.xml · nonDerivative · entry 1 KAUFFMAN CRAIG L · CIK 0001750684 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,198.626 Read SEC document |
| December 11, 2018 Filed Dec 13, 2018 14:38 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 1,842 | $23.88 | $43,986.96 |
DisclosureSEC source: 0000806279-18-000044 · primary_doc.xml · nonDerivative · entry 1 KAUFFMAN CRAIG L · CIK 0001750684 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,540.626 F1 · shares: The shares vest in three equal annual installments beginning on December 11, 2019 Read SEC document |
| November 21, 2018 Filed Nov 23, 2018 15:28 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon stock | 500 | $23.80 | $11,897.50 |
DisclosureSEC source: 0000806279-18-000030 · primary_doc.xml · nonDerivative · entry 2 KAUFFMAN CRAIG L · CIK 0001750684 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| November 14, 2018 Filed Nov 23, 2018 15:28 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 500 | $25.90 | $12,950.45 |
DisclosureSEC source: 0000806279-18-000030 · primary_doc.xml · nonDerivative · entry 1 KAUFFMAN CRAIG L · CIK 0001750684 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Read SEC document |
| August 16, 2018 Filed Aug 20, 2018 15:56 UTC | CODORUS VALLEY BANCORP INC CVLY · Entity 89809 | GrantCommon Stock | 1,609 | $0.00 | $0.00 |
DisclosureSEC source: 0000806279-18-000020 · primary_doc.xml · nonDerivative · entry 1 KAUFFMAN CRAIG L · CIK 0001750684 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,609 F1 · shares: The shares vest in three equal annual installments beginning August 16, 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.