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 | 24,689 |
Reported balance
Holding disclosure · report date 2023-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 24,689 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 13,731 |
Reported balance
Holding disclosure · report date 2023-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 13,731 |
| Common StockSEC Table I · non-derivative | IndirectBy POA | 102,000 |
Reported balance
Holding disclosure · report date 2023-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 102,000 |
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 06, 2016 Filed May 24, 2017 15:20 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | GrantCommon Stock | 3,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-022105 · doc1.xml · nonDerivative · entry 1 JOYCE GEORGE P · CIK 0001214100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,779 F1 · shares: Shares of restricted stock units vest at a rate of 20% per year commencing on May 6, 2017. Read SEC document |
| May 06, 2016 Filed Sep 1, 2017 15:46 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | GrantStock Options · Derivative | 8,787 | $0.00 Strike: $11.35 | $0.00 |
DisclosureSEC source: 0000899243-17-021345 · doc4.xml · derivative · entry 5 JOYCE GEORGE P · CIK 0001214100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,023 Underlying: Common Stock · 8,787 shares Expires 2026-05-06 F2 · derivative.underlying_shares: Stock options vest at a rate of 20% per year commencing on May 6, 2017. Read SEC document |
| May 06, 2016 Filed Sep 1, 2017 15:46 UTC | Pathfinder Bancorp, Inc. PBHC · Entity 6777 | GrantCommon Stock | 3,515 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-021345 · doc4.xml · nonDerivative · entry 1 JOYCE GEORGE P · CIK 0001214100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,779 F1 · shares: Shares of restricted stock units vest at a rate of 20% per year commencing on May 6, 2017. 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.