Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONSUMERS BANCORP INC /OH/CBKM · Entity 6746 | Director | June 28, 2024 | August 08, 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.
CONSUMERS BANCORP INC /OH/
Report date June 28, 2024 · Filed August 08, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,881.212 |
Reported balance
After 2024-06-28 transaction · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · 2024-06-28 · Other · Acquired 2,442.896 · Balance 25,881.212 F2: Shares inherited from brothers estate F1: Includes shares acquired through dividend reinvestment plan |
| Common StockSEC Table I · non-derivative | Direct | 23,438.316 |
Reported balance
Holding disclosure · report date 2024-06-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 23,438.316 F1: Includes shares acquired through dividend reinvestment plan |
| Common StockSEC Table I · non-derivative | IndirectSpouse | 135.748 |
Reported balance
Holding disclosure · report date 2024-06-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 135.748 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired through dividend reinvestment plan
F2: Shares inherited from brothers estate
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 |
|---|---|---|---|---|---|---|
| July 01, 2024 Filed Jul 3, 2024 15:17 UTC | CONSUMERS BANCORP INC /OH/ CBKM · Entity 6746 | GrantRestricted Stock Units (performance Based Vesting) · Derivative | 258 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-022100 · rdgdoc.xml · derivative · entry 1 Schmuck Harry W Jr · CIK 0001345581 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 258 Underlying: Common Stock · 258 shares Expires not disclosed F1 · derivative.exercise_price: The RSUs will vest in October 2024 based on achievement of attendance requirements. F1 · derivative.exercise_date: The RSUs will vest in October 2024 based on achievement of attendance requirements. F1 · derivative.expiration_date: The RSUs will vest in October 2024 based on achievement of attendance requirements. Read SEC document |
| June 28, 2024 Filed Aug 8, 2024 17:50 UTC | CONSUMERS BANCORP INC /OH/ CBKM · Entity 6746 | OtherCommon Stock | 2,442.896 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-025452 · rdgdoc.xml · nonDerivative · entry 3 Schmuck Harry W Jr · CIK 0001345581 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,881.212 F2 · shares: Shares inherited from brothers estate F1 · balance_after: Includes shares acquired through dividend reinvestment plan Read SEC document |
| September 29, 2023 Filed Sep 29, 2023 17:18 UTC | CONSUMERS BANCORP INC /OH/ CBKM · Entity 6746 | Exercise / conversionCommon Stock | 454 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-23-027120 · rdgdoc.xml · nonDerivative · entry 1 Schmuck Harry W Jr · CIK 0001345581 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,423.481 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F3 · balance_after: Includes shares acquired through dividend reinvestment plan Read SEC document |
| September 22, 2023 Filed Sep 29, 2023 17:18 UTC | CONSUMERS BANCORP INC /OH/ CBKM · Entity 6746 | Exercise / conversionRestricted Stock Units · Derivative | 454 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-23-027120 · rdgdoc.xml · derivative · entry 3 Schmuck Harry W Jr · CIK 0001345581 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 454 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F2 · derivative.exercise_date: This award was granted on 10-27-22. 454 restricted stock units subject to the award vested on 6-30-2023. F2 · derivative.expiration_date: This award was granted on 10-27-22. 454 restricted stock units subject to the award vested on 6-30-2023. Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 17:29 UTC | CONSUMERS BANCORP INC /OH/ CBKM · Entity 6746 | GrantRestricted Stock Units (performance Based Vesting) · Derivative | 813 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-019314 · rdgdoc.xml · derivative · entry 1 Schmuck Harry W Jr · CIK 0001345581 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 813 Underlying: Common Stock · 813 shares Expires not disclosed F1 · derivative.exercise_price: The performance based RSUs will vest based on achievement of identified performance measures for fiscal year 2024, assuming the Reporting Person remains on the Board of Directors on the vesting date. The amount reported represents the amount of shares payable at maximum performance; the Reporting Person could earn 0 - 50% of the amount reported depending on the level of performance achieved. F1 · derivative.exercise_date: The performance based RSUs will vest based on achievement of identified performance measures for fiscal year 2024, assuming the Reporting Person remains on the Board of Directors on the vesting date. The amount reported represents the amount of shares payable at maximum performance; the Reporting Person could earn 0 - 50% of the amount reported depending on the level of performance achieved. F1 · derivative.expiration_date: The performance based RSUs will vest based on achievement of identified performance measures for fiscal year 2024, assuming the Reporting Person remains on the Board of Directors on the vesting date. The amount reported represents the amount of shares payable at maximum performance; the Reporting Person could earn 0 - 50% of the amount reported depending on the level of performance achieved. Read SEC document |
| March 20, 2023 Filed Mar 21, 2023 17:11 UTC | CONSUMERS BANCORP INC /OH/ CBKM · Entity 6746 | PurchaseCommon Stock | 1,000 | $18.00 | $18,000.00 |
DisclosureSEC source: 0001437749-23-007359 · rdgdoc.xml · nonDerivative · entry 1 Schmuck Harry W Jr · CIK 0001345581 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,765.501 F1 · balance_after: Includes shares acquired through dividend reinvestment plan Read SEC document |
| October 27, 2022 Filed Oct 31, 2022 20:28 UTC | CONSUMERS BANCORP INC /OH/ CBKM · Entity 6746 | GrantRestricted Stock Units (performance Based Vesting) · Derivative | 781 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-025171 · rdgdoc.xml · derivative · entry 3 Schmuck Harry W Jr · CIK 0001345581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 781 Underlying: Common Stock · 781 shares Expires not disclosed F3 · derivative.exercise_price: The performance based RSUs will vest based on achievement of identified performance measures for fiscal year 2023, assuming the Reporting Person remains on the Board of Directors on the vesting date. The amount reported represents the amount of shares payable at maximum performance; the Reporting Person could earn 0 - 50% of the amount reported depending on the level of performance achieved. F3 · derivative.exercise_date: The performance based RSUs will vest based on achievement of identified performance measures for fiscal year 2023, assuming the Reporting Person remains on the Board of Directors on the vesting date. The amount reported represents the amount of shares payable at maximum performance; the Reporting Person could earn 0 - 50% of the amount reported depending on the level of performance achieved. F3 · derivative.expiration_date: The performance based RSUs will vest based on achievement of identified performance measures for fiscal year 2023, assuming the Reporting Person remains on the Board of Directors on the vesting date. The amount reported represents the amount of shares payable at maximum performance; the Reporting Person could earn 0 - 50% of the amount reported depending on the level of performance achieved. Read SEC document |
| October 27, 2022 Filed Oct 31, 2022 20:28 UTC | CONSUMERS BANCORP INC /OH/ CBKM · Entity 6746 | GrantCommon Stock | 726 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-025171 · rdgdoc.xml · nonDerivative · entry 1 Schmuck Harry W Jr · CIK 0001345581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,409.188 F1 · shares: Stock Award F2 · balance_after: Includes shares acquired through dividend reinvestment plan Read SEC document |
| January 27, 2022 Filed Aug 11, 2022 19:56 UTC | CONSUMERS BANCORP INC /OH/ CBKM · Entity 6746 | OtherCommon Stock | 200 | $23.58 | $4,715.00 |
DisclosureSEC source: 0001437749-22-020084 · rdgdoc.xml · nonDerivative · entry 3 Schmuck Harry W Jr · CIK 0001345581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,527.236 Read SEC document |
| September 16, 2021 Filed Sep 17, 2021 20:39 UTC | CONSUMERS BANCORP INC /OH/ CBKM · Entity 6746 | GrantCommon Stock | 556 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-022351 · rdgdoc.xml · nonDerivative · entry 1 Schmuck Harry W Jr · CIK 0001345581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,115.875 F1 · shares: Stock Award F2 · balance_after: Includes shares acquired through dividend reinvestment plan Read SEC document |
| September 22, 2020 Filed Sep 23, 2020 19:28 UTC | CONSUMERS BANCORP INC /OH/ CBKM · Entity 6746 | GrantCommon Stock | 293 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-020098 · rdgdoc.xml · nonDerivative · entry 1 Schmuck Harry W Jr · CIK 0001345581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,035.985 F1 · shares: Stock Award F2 · balance_after: Includes shares acquired through dividend reinvestment plan Read SEC document |
| February 06, 2020 Filed Feb 6, 2020 21:58 UTC | CONSUMERS BANCORP INC /OH/ CBKM · Entity 6746 | PurchaseCommon Stock | 316 | $19.80 | $6,256.80 |
DisclosureSEC source: 0001437749-20-001908 · rdgdoc.xml · nonDerivative · entry 1 Schmuck Harry W Jr · CIK 0001345581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,311.368 F1 · balance_after: Includes shares acquired through dividend reinvestment plan Read SEC document |
| February 05, 2020 Filed Feb 6, 2020 16:56 UTC | CONSUMERS BANCORP INC /OH/ CBKM · Entity 6746 | PurchaseCommon Stco | 339 | $19.80 | $6,712.20 |
DisclosureSEC source: 0001437749-20-001871 · rdgdoc.xml · nonDerivative · entry 1 Schmuck Harry W Jr · CIK 0001345581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,995.368 F1 · balance_after: Includes shares acquired through dividend reinvestment plan Read SEC document |
| January 31, 2020 Filed Jan 31, 2020 21:29 UTC | CONSUMERS BANCORP INC /OH/ CBKM · Entity 6746 | PurchaseCommon Stock | 345 | $19.89 | $6,862.05 |
DisclosureSEC source: 0001437749-20-001489 · rdgdoc.xml · nonDerivative · entry 1 Schmuck Harry W Jr · CIK 0001345581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,656.368 F1 · balance_after: Includes shares acquired through dividend reinvestment plan Read SEC document |
| September 12, 2019 Filed Sep 13, 2019 19:33 UTC | CONSUMERS BANCORP INC /OH/ CBKM · Entity 6746 | GrantCommon Stock | 174 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-018384 · rdgdoc.xml · nonDerivative · entry 1 Schmuck Harry W Jr · CIK 0001345581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,074.702 F1 · shares: Stock Award F2 · balance_after: Includes shares acquired through dividend reinvestment plan Read SEC document |
| September 12, 2018 Filed Sep 13, 2018 19:39 UTC | CONSUMERS BANCORP INC /OH/ CBKM · Entity 6746 | GrantCommon Stock | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-016986 · rdgdoc.xml · nonDerivative · entry 1 Schmuck Harry W Jr · CIK 0001345581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,491.507 F1 · shares: Stock Award F2 · balance_after: Includes shares acquired through dividend reinvestment plan Read SEC document |
| September 21, 2017 Filed Sep 22, 2017 16:36 UTC | CONSUMERS BANCORP INC /OH/ CBKM · Entity 6746 | GrantCommon Stcok | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-016251 · rdgdoc.xml · nonDerivative · entry 2 Schmuck Harry W Jr · CIK 0001345581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,096.6535 F1 · shares: Stock Award F2 · balance_after: Includes shares acquired through dividend reinvestment plan Read SEC document |
| September 21, 2017 Filed Sep 22, 2017 16:36 UTC | CONSUMERS BANCORP INC /OH/ CBKM · Entity 6746 | Disposition to issuerCommon Stcok | 22.6955 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-016251 · rdgdoc.xml · nonDerivative · entry 1 Schmuck Harry W Jr · CIK 0001345581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,030.6535 F2 · balance_after: Includes shares acquired through dividend reinvestment plan Read SEC document |
| September 22, 2016 Filed Sep 23, 2016 19:53 UTC | CONSUMERS BANCORP INC /OH/ CBKM · Entity 6746 | Disposition to issuerCommon Stock | 38.9361 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-16-039074 · rdgdoc.xml · nonDerivative · entry 1 Schmuck Harry W Jr · CIK 0001345581 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,752.948 F1 · balance_after: Includes shares acquired through dividend reinvestment plan. 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.