Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Pathfinder Bancorp, Inc.
Report date December 31, 2023 · Filed January 02, 2024
Section 16 reporting ended · disclosed 2024-01-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,973 |
Reported balance
Holding disclosure · report date 2023-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 15,973 |
| Common StockSEC Table I · non-derivative | Direct | 666 |
Reported balance
Holding disclosure · report date 2023-12-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 666 |
| Common StockSEC Table I · non-derivative | Direct | 25,973 |
Reported balance
Holding disclosure · report date 2023-12-31 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 25,973 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 15,974 |
Reported balance
Holding disclosure · report date 2023-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 15,974 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 6,492 |
Reported balance
Holding disclosure · report date 2023-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,492 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $10.37 · Expires 2030-10-28 | Direct | 500 |
Reported balance
Holding disclosure · report date 2023-12-31 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 500 |
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 |
|---|---|---|---|---|---|---|
| August 15, 2023 Filed Aug 17, 2023 16:09 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | SaleCommon Stock | 10,000 | $13.96 | $139,600.00 |
DisclosureSEC source: 0001209191-23-046193 · doc4.xml · nonDerivative · entry 2 Corriders Calvin · CIK 0001679925 · First Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,973 Read SEC document |
| August 14, 2023 Filed Aug 17, 2023 16:09 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | SaleCommon Stock | 1,334 | $14.31 | $19,089.54 |
DisclosureSEC source: 0001209191-23-046193 · doc4.xml · nonDerivative · entry 3 Corriders Calvin · CIK 0001679925 · First Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 666 Read SEC document |
| August 14, 2023 Filed Aug 17, 2023 16:09 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | SaleCommon Stock | 1,666 | $14.31 | $23,840.46 |
DisclosureSEC source: 0001209191-23-046193 · doc4.xml · nonDerivative · entry 1 Corriders Calvin · CIK 0001679925 · First Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,973 Read SEC document |
| August 08, 2023 Filed Aug 9, 2023 20:15 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | Exercise / conversionStock Options · Derivative | 1,000 | $0.00 Strike: $10.37 | $0.00 |
DisclosureSEC source: 0001209191-23-045168 · doc4.xml · derivative · entry 7 Corriders Calvin · CIK 0001679925 · First Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500 Underlying: Common Stock · 1,000 shares Expires 2030-10-28 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. Read SEC document |
| August 08, 2023 Filed Aug 9, 2023 20:15 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | Exercise / conversionStock Options · Derivative | 7,908 | $0.00 Strike: $11.35 | $0.00 |
DisclosureSEC source: 0001209191-23-045168 · doc4.xml · derivative · entry 6 Corriders Calvin · CIK 0001679925 · First Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,908 shares Expires 2026-05-06 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. Read SEC document |
| August 08, 2023 Filed Aug 9, 2023 20:15 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | Exercise / conversionStock Options · Derivative | 8,647 | $0.00 Strike: $10.81 | $0.00 |
DisclosureSEC source: 0001209191-23-045168 · doc4.xml · derivative · entry 5 Corriders Calvin · CIK 0001679925 · First Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,647 shares Expires 2026-04-01 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. Read SEC document |
| August 08, 2023 Filed Aug 17, 2023 15:45 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | Exercise / conversionCommon Stock | 1,000 | $10.37 | $10,370.00 |
DisclosureSEC source: 0001209191-23-046191 · doc4.xml · nonDerivative · entry 3 Corriders Calvin · CIK 0001679925 · First Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,639 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 · security: Stock Options exercised on 8/8/23 were inadvertently omitted from Table 1 - Non Derivative Securities Acquired. Read SEC document |
| August 08, 2023 Filed Aug 17, 2023 15:45 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | Exercise / conversionCommon Stock | 7,908 | $11.35 | $89,755.80 |
DisclosureSEC source: 0001209191-23-046191 · doc4.xml · nonDerivative · entry 2 Corriders Calvin · CIK 0001679925 · First Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,639 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 · security: Stock Options exercised on 8/8/23 were inadvertently omitted from Table 1 - Non Derivative Securities Acquired. Read SEC document |
| August 08, 2023 Filed Aug 17, 2023 15:45 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | Exercise / conversionCommon Stock | 8,647 | $10.81 | $93,474.07 |
DisclosureSEC source: 0001209191-23-046191 · doc4.xml · nonDerivative · entry 1 Corriders Calvin · CIK 0001679925 · First Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,731 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 · security: Stock Options exercised on 8/8/23 were inadvertently omitted from Table 1 - Non Derivative Securities Acquired. Read SEC document |
| October 28, 2020 Filed Dec 30, 2020 21:39 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | GrantStock Options · Derivative | 1,500 | $0.00 Strike: $10.37 | $0.00 |
DisclosureSEC source: 0001209191-20-065516 · doc4.xml · derivative · entry 5 Corriders Calvin · CIK 0001679925 · First Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires 2030-10-28 F2 · derivative.underlying_shares: Stock options vest over a 3 year period at a rate of 33.333% per year commencing on October 28, 2021. Read SEC document |
| October 28, 2020 Filed Dec 30, 2020 21:39 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-065516 · doc4.xml · nonDerivative · entry 1 Corriders Calvin · CIK 0001679925 · First Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · balance_after: Shares of restricted stock vest over a 3 year period at a rate of 33.333% per year commencing on October 28, 2021. 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.