Comparable stake leader
Peru Federal Savings Bank Employee Stock Ownership Plan Trust
SEC ownership of PFS Bancorp, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001967656.
Disclosed value leader
Raymond James Financial Services Advisors, Inc.
Comparable rows
2/9
Latest evidence
31 Mar 2026
- Public ticker
- PFSB on OTC
- Parsed ownership sources
- 13D/G and 3/4/5
- Largest SEC-reported holder
- Peru Federal Savings Bank Employee Stock Ownership Plan Trust
- Latest 13D/G holder
- Peru Federal Savings Bank Employee Stock Ownership Plan Trust
- Latest parsed ownership date
- 31 Mar 2026
- Issuer CIK
- 0001967656
- Issuer location
- Peru, IL
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
2 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of PFS Bancorp, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Peru Federal Savings Bank...
Disclosed value leader
Raymond James Financial S...
Comparable rows
2/9
Latest evidence
31 Mar 2026
13D/G
3/4/5
Lead comparable stake: 8.6%
7 rows are not safely comparable across share classes.
13D/G row: Peru Federal Savings Bank Employee Stock Ownership Plan Trust
Showing 1-8 of 9 holder rows.
Quick read
Peru Federal Savings Bank Employee Stock Ownership Plan Trust leads the comparable SEC ownership view at 8.6%.
2 of 9 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Peru Federal Savings Bank Employee Stock Ownership Plan Trust's linked filing trail.
Comparable ownership
Top 2
Peru Federal Savings Bank Employe...
8.6%
Raymond James Financial Services ...
8.1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 9 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Peru Federal Savings Bank Employee Stock Ownership Plan Trust |
13D/G
|
8.6%
|
$2,137,620
138,000 shares
|
$0 | 31 Dec 2025 |
| Raymond James Financial Services Advisors, Inc. |
13D/G
|
8.1%
|
$2,201,705
130,665 shares
|
$0 | 31 Mar 2026 |
| Jonathan F. Brandt |
3/4/5
Director, Vice Chairman of the Board
|
—
mixed-class rows
|
$441,887
52,075 shares
mixed-class rows
|
— | 23 May 2025 |
| Michael J. Rooney |
3/4/5
Director, Chairman of the Board
|
—
mixed-class rows
|
$441,887
52,075 shares
mixed-class rows
|
— | 23 May 2025 |
| James J. Brady IV |
3/4/5
Director
|
—
mixed-class rows
|
$393,580
47,325 shares
mixed-class rows
|
— | 23 May 2025 |
| Cynthia L. Kurkowski |
3/4/5
Director
|
—
mixed-class rows
|
$289,337
37,075 shares
mixed-class rows
|
— | 23 May 2025 |
| Eric J. Heagy |
3/4/5
President/CEO/CFO/Treasurer, Director
|
—
mixed-class rows
|
$209,663
37,866 shares
mixed-class rows
|
— | 16 Jun 2025 |
| Dale R. Tieman |
3/4/5
EVP/COO/Corporate Secretary, Director
|
—
mixed-class rows
|
$97,936
18,255 shares
mixed-class rows
|
— | 16 Jun 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 09 Jun 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-7 of 7 reporting-owner rows connected to PFS Bancorp, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
7
Largest Forms 3/4/5 holder
Michael J. Rooney
Net 12M change
$0
Latest report
16 Jun 2025
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Michael J. Rooney | Director, Chairman of the Board | $441,887 | Mixed | 23 May 2025 | ||
| Jonathan F. Brandt | Director, Vice Chairman of the Board | $441,887 | Mixed | 23 May 2025 | ||
| James J. Brady IV | Director | $393,580 | Mixed | 23 May 2025 | ||
| Cynthia L. Kurkowski | Director | $289,337 | Mixed | 23 May 2025 | ||
| Eric J. Heagy | President/CEO/CFO/Treasurer, Director | $209,663 | Mixed | 16 Jun 2025 | ||
| Dale R. Tieman | EVP/COO/Corporate Secretary, Director | $97,936 | Mixed | 16 Jun 2025 | ||
| Christopher J. Vaske | SVP and CLO | $66,562 | Mixed | 16 Jun 2025 |
Recent insider transactions for PFS Bancorp, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Dale R. Tieman | PFSB | Common Stock | Award | 3,450 | 3,450 | 16 Jun 2025 | Direct | |||
| Dale R. Tieman | PFSB | Stock Options | Award | 8,625 | 8,625 | 16 Jun 2025 | Direct | |||
| Christopher J. Vaske | PFSB | Common Stock | Award | 172.5% | 3,450 | 5,450 | 16 Jun 2025 | Direct | ||
| Christopher J. Vaske | PFSB | Stock Options | Award | 8,625 | 8,625 | 16 Jun 2025 | Direct | |||
| Eric J. Heagy | PFSB | Common Stock | Award | 13800% | 6,900 | 6,950 | 16 Jun 2025 | Direct | ||
| Eric J. Heagy | PFSB | Stock Options | Award | 17,250 | 17,250 | 16 Jun 2025 | Direct |
* marks a reported price that did not pass the local price check.