Daniel R Phillips

CIK 1600203 · View on SEC EDGAR ↗

Insider

First SEC filing: Oct. 16, 2014 · Latest: Oct. 16, 2014

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Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 17 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

17 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Sept. 16, 2024 PBHC S 100 $15.94 $1,594 15,217 Direct +0.66% Acquired 3.7% (price as of 2026-08-19)
Sept. 16, 2024 PBHC S 101 $15.85 $1,601 15,317 Direct -0.66% Disposed 4.3% (price as of 2026-08-19)
Sept. 16, 2024 PBHC S 45 $15.82 $712 15,418 Direct -0.29% Disposed 4.5% (price as of 2026-08-19)
Sept. 16, 2024 PBHC S 504 $15.78 $7,953 15,463 Direct -3.16% Disposed 4.8% (price as of 2026-08-19)
Sept. 16, 2024 PBHC S 1,294 $15.77 $20,406 15,967 Direct -7.50% Disposed 4.8% (price as of 2026-08-19)
Sept. 16, 2024 PBHC S 602 $15.76 $9,488 17,261 Direct -3.37% Disposed 4.9% (price as of 2026-08-19)
Sept. 16, 2024 PBHC S 100 $15.67 $1,567 17,863 Direct -0.56% Disposed 5.5% (price as of 2026-08-19)
Sept. 16, 2024 PBHC S 2,254 $15.48 $34,892 17,963 Direct -11.15% Disposed 6.8% (price as of 2026-08-19)
Aug. 16, 2024 PBHC S 1,055 $15.42 $16,268 20,217 Direct -4.96% Disposed 7.2% (price as of 2026-08-19)
June 2, 2022 PBHC S 2,109 $19.26 $40,619 8,272 Direct -20.32% Disposed -14.2% (price as of 2026-08-19)
July 31, 2019 PBHC P 1,000 $13.94 $13,940 8,381 Direct +13.55% Acquired 18.6% (price as of 2026-08-19)
Nov. 2, 2017 PBHC S 150 $15.40 $2,310 7,381 Direct -1.99% Disposed 7.3% (price as of 2026-08-19)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Nov. 20, 2024 PBHC Stock Options Common Stock (13,266) $11.35 May 6, 2026 13,266 Disposed
Sept. 14, 2023 PBHC Stock Options Common Stock (5,000) $10.81 April 1, 2026 5,000 Disposed
Nov. 30, 2022 PBHC Stock Options Common Stock (4,000) $10.81 April 1, 2026 4,000 Disposed
June 7, 2022 PBHC Stock Options Common Stock (4,000) $10.81 April 1, 2026 4,000 Disposed
Nov. 8, 2021 PBHC Stock Options Common Stock (2,000) $10.81 April 1, 2026 2,000 Disposed
May 6, 2016 PBHC Stock Options Common Stock $11.35 May 6, 2026 15,816 Acquired
May 6, 2016 PBHC Stock Options Common Stock $11.35 May 6, 2026 15,816 Acquired
March 31, 2016 PBHC Stock Options Common Stock (22,237) $11.02 March 31, 2026 22,237 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 3 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
Oct. 16, 2014 PBHC Common Stock 150 Direct
Oct. 16, 2014 PBHC Common Stock 5,032 Indirect
Oct. 16, 2014 PBHC Common Stock 6,021 Indirect