Filer Snapshot

Joseph Polniak

CIK 0002112091. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

2

Latest filing

02 Apr 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: Forms 3/4/5 owner position for PBHC. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

Populates from the latest parsed 13F information table.

Open holding

13D/G large stake

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Forms 3/4/5

4 filed on 02 Apr 2026 for CIK 0002112091.

View Source Filing
Identity
Business address
214 W 1 St St, Oswego, NY, 13126
SEC ownership signals
Parsed ownership coverage

Form 3/4/5 holdings value

$112.9K

Estimated from parsed insider ownership filings when values are available.

Filer intelligence

What SEC filings say about Joseph Polniak

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Forms 3/4/5 show insider context for PBHC worth $112.9K.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 1 rows

Officer, director, and 10% owner holdings or transactions.

Open

Forms 3/4/5 insider context

PBHC

31 Mar 2026 · FVP, General Counsel

$112.9K

Latest update

What changed recently for Joseph Polniak

Ownership report updated

Latest ownership report period: 31 Mar 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

02 Apr 2026

Page type

Ownership filings

Latest period

31 Mar 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 02 Apr 2026.

SEC filing record

CIK 0002112091 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
2
First seen
20 Feb 2026
Latest filing
02 Apr 2026
Entity
Individual

Latest Filings

Showing the latest 2 of 2 SEC filings for Joseph Polniak.

4 File 001-36695

4

Filing date
02 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-36695

3

Filing date
20 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
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