| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| CITIZENS FINANCIAL SERVICES INC | Subsidiary Director | COMMON CLASS | 13.1K | $792K | $60.42 | Jun 27, 2025 | Direct |
| HV Bancorp, Inc. | Director | Common Stock | 0 | $34.90 | Jun 16, 2023 | By Living Trust | |
| HV Bancorp, Inc. | Director | Common Stock | 0 | $34.90 | Jun 16, 2023 | Direct | |
| HV Bancorp, Inc. | Director | Stock Options | 0 | Jun 16, 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| CZFS | CITIZENS FINANCIAL SERVICES INC | Jun 27, 2025 | 1 | $7.84K | 4 | Jun 27, 2025 | Subsidiary Director |
| CZFS | CITIZENS FINANCIAL SERVICES INC | Dec 30, 2024 | 1 | $5.67K | 4/A | Dec 30, 2024 | Subsidiary Director |
| CZFS | CITIZENS FINANCIAL SERVICES INC | Dec 30, 2024 | 0 | $0 | 3/A | Dec 30, 2024 | Subsidiary Director |
| CZFS | CITIZENS FINANCIAL SERVICES INC | Jun 28, 2024 | 1 | $5.67K | 4 | Jun 28, 2024 | Subsidiary Director |
| CZFS | CITIZENS FINANCIAL SERVICES INC | Jun 16, 2023 | 0 | $0 | 3 | Jun 22, 2023 | Subsidiary Director |
| HVBC | HV Bancorp, Inc. | Jun 16, 2023 | 3 | -$10K | 4 | Jun 16, 2023 | Director |