Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| DCB FINANCIAL CORP | 10,846 | reported | 21 Dec 2010 | tx 2+8,346 |
| PEOPLES BANCORP INC | 7,401.23 | reported | 17 Jun 2016 | tx 22+14,640.23−8,150 |
| PEOPLES FINANCIAL SERVICES CORP. | 6,768 | reported | 11 Mar 2026 | tx 39+18,534−2,898 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Mar 2026 | TAX_WITHHOLDING | PEOPLES FINANCIAL SERVICES CORP. | 168 | 51.80 USD | |
| 11 Mar 2026 | EXERCISE | PEOPLES FINANCIAL SERVICES CORP. | 281 | — | |
| 11 Mar 2026 | EXERCISE | PEOPLES FINANCIAL SERVICES CORP. | 281 | 0.00 USD | deriv |
| 27 Feb 2026 | TAX_WITHHOLDING | PEOPLES FINANCIAL SERVICES CORP. | 725 | 53.60 USD | |
| 27 Feb 2026 | GRANT_AWARD | PEOPLES FINANCIAL SERVICES CORP. | 2,146 | 0.00 USD | |
| 31 Dec 2025 | OTHER | PEOPLES FINANCIAL SERVICES CORP. | 24.78 | 0.00 USD | |
| 28 Mar 2025 | GRANT_AWARD | PEOPLES FINANCIAL SERVICES CORP. | 826 | 0.00 USD | deriv |
| 29 Aug 2025 | GRANT_AWARD | PEOPLES FINANCIAL SERVICES CORP. | 2,862 | 0.00 USD | deriv |
| 28 Mar 2025 | GRANT_AWARD | PEOPLES FINANCIAL SERVICES CORP. | 825 | 0.00 USD | deriv |
| 11 Mar 2025 | TAX_WITHHOLDING | PEOPLES FINANCIAL SERVICES CORP. | 151 | 44.97 USD | |
| 11 Mar 2024 | TAX_WITHHOLDING | PEOPLES FINANCIAL SERVICES CORP. | 140 | 41.21 USD | |
| 28 Feb 2025 | TAX_WITHHOLDING | PEOPLES FINANCIAL SERVICES CORP. | 154 | 48.83 USD | |
| 28 Feb 2025 | GRANT_AWARD | PEOPLES FINANCIAL SERVICES CORP. | 458 | 0.00 USD | |
| 31 Dec 2024 | OTHER | PEOPLES FINANCIAL SERVICES CORP. | 5.15 | 0.00 USD | |
| 21 Feb 2024 | GRANT_AWARD | PEOPLES FINANCIAL SERVICES CORP. | 1,303 | 0.00 USD | |
| 21 Feb 2024 | GRANT_AWARD | PEOPLES FINANCIAL SERVICES CORP. | 493 | 0.00 USD | |
| 21 Feb 2024 | TAX_WITHHOLDING | PEOPLES FINANCIAL SERVICES CORP. | 440 | 40.30 USD | |
| 31 Dec 2023 | OTHER | PEOPLES FINANCIAL SERVICES CORP. | 19.13 | 0.00 USD | |
| 29 Jun 2023 | GRANT_AWARD | PEOPLES FINANCIAL SERVICES CORP. | 438 | 0.00 USD | |
| 11 Mar 2023 | TAX_WITHHOLDING | PEOPLES FINANCIAL SERVICES CORP. | 108 | 47.20 USD | |
| 22 Feb 2023 | TAX_WITHHOLDING | PEOPLES FINANCIAL SERVICES CORP. | 440 | 49.40 USD | |
| 22 Feb 2023 | GRANT_AWARD | PEOPLES FINANCIAL SERVICES CORP. | 1,306 | 0.00 USD | |
| 31 Dec 2022 | OTHER | PEOPLES FINANCIAL SERVICES CORP. | 28.14 | 0.00 USD | |
| 11 Mar 2022 | TAX_WITHHOLDING | PEOPLES FINANCIAL SERVICES CORP. | 72 | 48.20 USD | |
| 26 Mar 2022 | TAX_WITHHOLDING | PEOPLES FINANCIAL SERVICES CORP. | 32 | 51.02 USD |