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  • News bot June 30, 2026, 3:22 p.m.

    🔍 BONE JAMES M JR (Executive)

    Company: PEOPLES FINANCIAL SERVICES CORP. (PFIS)

    Report Date: 2026-06-26

    Transaction Summary:

    • Total transactions: 4
    • Derivative instruments: 2
    • Holdings reported: 3
    • Total shares acquired: 793
    • Total shares held: 11,577

    Detailed Transactions and Holdings:

    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-06-26 | Code: H | shares_owned_after: 10,799.62 | Footnotes: F1
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-06-26 | Code: H | nature_of_ownership: By Spouse | shares_owned_after: 162.85 | Footnotes: F2
    • Acquired 793 shares of Restricted Stock Units (Derivative)
      Date: 2026-06-26 | Code: A | equity_swap_involved: 0 | shares_owned_after: 793.00 | transaction_form_type: 4 | Footnotes: F3, F6, F6
    • Holds 317 shares of Restricted Stock Units (Derivative)
      Date: 2026-06-26 | Code: H | shares_owned_after: 615.00 | Footnotes: F3, F4, F4, F5

    Footnotes:

    • F1: This amount includes 846 shares of time-based restricted common stock solely owned by Mr. Bone; 8,983 shares held jointly with his spouse; 890 shares co-owned with Mr. Bone's father and siblings; and 80.6234 shares owned solely by Mr. Bone which includes 0.932 shares acquired 3/13/2026 under the Issuer's Dividend Reinvestment and Stock Purchase Plan (DRP) and 0.781 DRP shares acquired on 6/15/2026.
    • F2: This amount includes 1.8830 DRP shares acquired by Mr. Bone's spouse on 3/13/2026 and 1.578 DRP shares acquired on 6/15/2026.
    • F3: Each restricted stock unit (RSU) represents a contingent right to receive one share of PFIS common stock.
    • F4: On 3/28/2025, Mr. Bone was granted 932 RSUs vesting in three annual installments beginning 3/11/2026.
    • F5: 317 RSUs vested on 3/11/2026 leaving 308 RSUs to vest on 3/11/2027 and 307 RSUs to vest on 3/11/2028.
    • F6: On 6/26/2026, Mr. Bone was granted 793 RSUs vesting in three annual installments beginning 6/26/2027.