Issuer positions
1
Form 3/4/5 issuer positions and transaction evidence for this reporting owner.
Issuer positions
1
Largest position
PEOPLES FINANCIAL SERVICES CORP.
Disclosed value
$2.14M
Recent activity
Available
Reported holdings value
$2,140,288
Estimated from parsed Forms 3/4/5 when holding values are disclosed.
Issuer count
1
Distinct issuers tied to this reporting owner in parsed SEC filings.
Largest reported position
PEOPLES FINANCIAL SERVICES CORP. (PFIS)
About $2.14M reported in parsed filings.
Latest owner filing
03 Feb 2026
Most recent owner-level filing date in the parsed SEC record.
Values are estimates from parsed SEC Forms 3/4/5; verify them against the source filing before use.
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| Sym | Company | Class | Transaction | % | Reported value | Reported price | Shares | Shares after | Date | Ownership |
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