Richard S Lochen JR
CIK 1233425 · View on SEC EDGAR ↗
First SEC filing: Dec. 12, 2013 · Latest: Jan. 29, 2020
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Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| May 15, 2023 | PFIS | P | 1,000 | $37.00 | $37,000 | 13,843 Direct | +7.79% | Acquired | 90.9% (price as of 2026-08-21) |
| Feb. 9, 2023 | PFIS | P | 627 | $53.10 | $33,294 | 12,943 Direct | +5.09% | Acquired | 33.0% (price as of 2026-08-21) |
| Feb. 8, 2023 | PFIS | P | 173 | $53.10 | $9,186 | 12,316 Direct | +1.42% | Acquired | 33.0% (price as of 2026-08-21) |
| Nov. 28, 2022 | PFIS | P | 230 | $56.10 | $12,903 | 3,986 Indirect | +6.12% | Acquired | 25.9% (price as of 2026-08-21) |
| Nov. 12, 2021 | PFIS | P | 427 | $48.65 | $20,774 | 10,902 Direct | +4.08% | Acquired | 45.2% (price as of 2026-08-21) |
| Nov. 8, 2021 | PFIS | P | 56 | $49.25 | $2,758 | 10,475 Direct | +0.54% | Acquired | 43.4% (price as of 2026-08-21) |
| May 4, 2021 | PFIS | P | 315 | $43.35 | $13,655 | 10,310 Direct | +3.15% | Acquired | 62.9% (price as of 2026-08-21) |
| May 4, 2021 | PFIS | P | 100 | $43.24 | $4,324 | 9,995 Direct | +1.01% | Acquired | 63.3% (price as of 2026-08-21) |
| Sept. 3, 2020 | PFIS | P | 270 | $36.25 | $9,788 | 10,142 Direct | +2.74% | Acquired | 94.8% (price as of 2026-08-21) |
| Sept. 2, 2020 | PFIS | P | 256 | $35.50 | $9,088 | 9,872 Direct | +2.66% | Acquired | 99.0% (price as of 2026-08-21) |
| Sept. 2, 2020 | PFIS | P | 8 | $35.37 | $283 | 9,616 Direct | +0.08% | Acquired | 99.7% (price as of 2026-08-21) |
| May 12, 2020 | PFIS | P | 1,327 | $32.13 | $42,637 | 9,608 Direct | +16.02% | Acquired | 119.8% (price as of 2026-08-21) |
| Jan. 10, 2020 | PFIS | P | 30 | $49.34 | $1,480 | 8,281 Direct | +0.36% | Acquired | 43.1% (price as of 2026-08-21) |
| Oct. 26, 2018 | PFIS | P | 250 | $41.13 | $10,282 | 3,222 Indirect | +8.41% | Acquired | 71.7% (price as of 2026-08-21) |
| Oct. 26, 2018 | PFIS | P | 300 | $41.00 | $12,300 | 2,972 Indirect | +11.23% | Acquired | 72.3% (price as of 2026-08-21) |
| Aug. 16, 2017 | PFIS | P | 490 | $40.80 | $19,992 | 2,672 Indirect | +22.46% | Acquired | 73.1% (price as of 2026-08-21) |
| July 28, 2017 | PFIS | P | 192 | $43.50 | $8,352 | 2,182 Indirect | +9.65% | Acquired | 62.4% (price as of 2026-08-21) |
| Aug. 25, 2016 | PFIS | P | 57 | $39.40 | $2,246 | 7,391 Direct | +0.78% | Acquired | 79.3% (price as of 2026-08-21) |
| June 5, 2015 | PFIS | P | 50 | $38.02 | $1,901 | 408 Indirect | +13.97% | Acquired | 85.8% (price as of 2026-08-21) |
| May 28, 2015 | PFIS | P | 200 | $39.01 | $7,802 | 1,065 Indirect | +23.12% | Acquired | 81.1% (price as of 2026-08-21) |
| May 20, 2015 | PFIS | P | 50 | $38.56 | $1,928 | 358 Indirect | +16.23% | Acquired | 83.2% (price as of 2026-08-21) |
| May 16, 2015 | PFIS | P | 50 | $41.06 | $2,053 | 308 Indirect | +19.38% | Acquired | 72.0% (price as of 2026-08-21) |
| March 21, 2014 | PFIS | P | 240 | $41.50 | $9,960 | 7,974 Direct | +3.10% | Acquired | 70.2% (price as of 2026-08-21) |
| April 23, 2012 | PFIS | S | 300 | $28.50 | $8,550 | 600 Direct | -33.33% | Disposed | 147.8% (price as of 2026-08-21) |
| Jan. 31, 2012 | PFIS | P | 400 | $28.49 | $11,396 | 8,565 Direct | +4.90% | Acquired | 147.9% (price as of 2026-08-21) |
| June 24, 2011 | PFIS | P | 366 | $27.25 | $9,974 | 7,989 Direct | +4.80% | Acquired | 159.2% (price as of 2026-08-21) |
| June 24, 2011 | PFIS | P | 366 | $27.25 | $9,974 | 7,958 Direct | +4.82% | Acquired | 159.2% (price as of 2026-08-21) |
| April 22, 2011 | PFIS | P | 375 | $16.50 | $6,188 | 900 Direct | +71.43% | Acquired | 328.1% (price as of 2026-08-21) |
| April 22, 2011 | PFIS | P | 375 | $16.50 | $6,188 | 7,592 Direct | +5.20% | Acquired | 328.1% (price as of 2026-08-21) |
| Oct. 29, 2009 | PFIS | P | 500 | $17.25 | $8,625 | 6,736 Direct | +8.02% | Acquired | 309.4% (price as of 2026-08-21) |
| Oct. 29, 2009 | PFIS | P | 500 | $17.25 | $8,625 | 8,011 Direct | +6.66% | Acquired | 309.4% (price as of 2026-08-21) |
| March 3, 2009 | PFIS | P | 100 | $19.00 | $1,900 | 5,924 Direct | +1.72% | Acquired | 271.7% (price as of 2026-08-21) |
| Feb. 27, 2009 | PFIS | P | 200 | $18.99 | $3,798 | 5,824 Direct | +3.56% | Acquired | 271.9% (price as of 2026-08-21) |
| Nov. 25, 2008 | PFIS | P | 500 | $19.00 | $9,500 | 5,451 Direct | +10.10% | Acquired | 271.7% (price as of 2026-08-21) |
| Nov. 25, 2008 | PFIS | P | 500 | $20.50 | $10,250 | 4,951 Direct | +11.23% | Acquired | 244.5% (price as of 2026-08-21) |
| Nov. 24, 2008 | PFIS | P | 500 | $20.50 | $10,250 | 4,451 Direct | +12.66% | Acquired | 244.5% (price as of 2026-08-21) |
| March 17, 2008 | PFIS | P | 20 | $24.50 | $490 | 3,652 Direct | +0.55% | Acquired | 188.3% (price as of 2026-08-21) |
| Feb. 15, 2008 | PFIS | P | 21 | $24.25 | $509 | 3,632 Direct | +0.58% | Acquired | 191.3% (price as of 2026-08-21) |
| Feb. 7, 2008 | PFIS | P | 250 | $23.50 | $5,875 | 3,590 Direct | +7.49% | Acquired | 200.6% (price as of 2026-08-21) |
| Jan. 15, 2008 | PFIS | P | 19 | $26.75 | $508 | 3,340 Direct | +0.57% | Acquired | 164.0% (price as of 2026-08-21) |
| Dec. 17, 2007 | PFIS | P | 19 | $26.90 | $511 | 3,321 Direct | +0.58% | Acquired | 162.6% (price as of 2026-08-21) |
| Nov. 16, 2007 | PFIS | P | 18 | $27.50 | $495 | 3,303 Direct | +0.55% | Acquired | 156.8% (price as of 2026-08-21) |
| Oct. 15, 2007 | PFIS | P | 17 | $29.75 | $506 | 3,266 Direct | +0.52% | Acquired | 137.4% (price as of 2026-08-21) |
| Sept. 25, 2007 | PFIS | P | 17 | $30.25 | $514 | 3,249 Direct | +0.53% | Acquired | 133.5% (price as of 2026-08-21) |
| Aug. 15, 2007 | PFIS | P | 17 | $29.25 | $497 | 3,232 Direct | +0.53% | Acquired | 141.5% (price as of 2026-08-21) |
| July 16, 2007 | PFIS | P | 17 | $29.25 | $497 | 3,198 Direct | +0.53% | Acquired | 141.5% (price as of 2026-08-21) |
| June 21, 2007 | PFIS | P | 17 | $29.00 | $493 | 3,181 Direct | +0.54% | Acquired | 143.6% (price as of 2026-08-21) |
| May 24, 2007 | PFIS | P | 17 | $30.30 | $515 | 3,148 Direct | +0.54% | Acquired | 133.1% (price as of 2026-08-21) |
| April 17, 2007 | PFIS | P | 18 | $27.75 | $500 | 3,132 Direct | +0.58% | Acquired | 154.5% (price as of 2026-08-21) |
| March 16, 2007 | PFIS | P | 19 | $26.99 | $513 | 3,114 Direct | +0.61% | Acquired | 161.7% (price as of 2026-08-21) |
| Feb. 23, 2007 | PFIS | P | 580 | $29.00 | $16,820 | 3,095 Direct | +23.06% | Acquired | 143.6% (price as of 2026-08-21) |
| Feb. 16, 2007 | PFIS | P | 19 | $27.00 | $513 | 2,515 Direct | +0.76% | Acquired | 161.6% (price as of 2026-08-21) |
| Jan. 23, 2007 | PFIS | P | 20 | $25.50 | $510 | 2,479 Direct | +0.81% | Acquired | 177.0% (price as of 2026-08-21) |
| Dec. 15, 2006 | PFIS | P | 19 | $26.50 | $504 | 2,459 Direct | +0.78% | Acquired | 166.5% (price as of 2026-08-21) |
| Nov. 15, 2006 | PFIS | P | 18 | $27.25 | $490 | 2,441 Direct | +0.74% | Acquired | 159.2% (price as of 2026-08-21) |
| Oct. 16, 2006 | PFIS | P | 18 | $27.25 | $490 | 2,405 Direct | +0.75% | Acquired | 159.2% (price as of 2026-08-21) |
| Sept. 15, 2006 | PFIS | P | 19 | $27.00 | $513 | 2,387 Direct | +0.80% | Acquired | 161.6% (price as of 2026-08-21) |
| Nov. 16, 2005 | PFIS | P | 100 | $31.30 | $3,130 | 2,311 Direct | +4.52% | Acquired | 125.7% (price as of 2026-08-21) |
| Aug. 18, 2005 | PFIS | P | 75 | $33.51 | $2,513 | 2,211 Direct | +3.51% | Acquired | 110.8% (price as of 2026-08-21) |
| May 23, 2005 | PFIS | P | 72 | $34.50 | $2,484 | 2,124 Indirect | +3.51% | Acquired | 104.7% (price as of 2026-08-21) |
| Dec. 6, 2004 | PFIS | P | 100 | $34.25 | $3,425 | 2,030 Indirect | +5.18% | Acquired | 106.2% (price as of 2026-08-21) |
| Aug. 20, 2004 | PFIS | P | 71 | $35.00 | $2,485 | 1,848 Indirect | +4.00% | Acquired | 101.8% (price as of 2026-08-21) |
| May 19, 2004 | PFIS | P | 72 | $34.50 | $2,484 | 1,768 Indirect | +4.25% | Acquired | 104.7% (price as of 2026-08-21) |
| Feb. 23, 2004 | PFIS | P | 74 | $34.00 | $2,516 | 1,686 Indirect | +4.59% | Acquired | 107.7% (price as of 2026-08-21) |
| Nov. 21, 2003 | PFIS | P | 68 | $32.51 | $2,211 | 2,379 Direct | +2.94% | Acquired | 117.3% (price as of 2026-08-21) |
| Aug. 22, 2003 | PFIS | P | 300 | $30.00 | $9,000 | 2,304 Direct | +14.97% | Acquired | 135.4% (price as of 2026-08-21) |
| Aug. 18, 2003 | PFIS | P | 78 | $32.00 | $2,496 | 1,229 Direct | +6.78% | Acquired | 120.7% (price as of 2026-08-21) |
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 |
|---|---|---|---|---|---|---|---|
| June 3, 2014 | PFIS | Stock Option (Right to Buy) | Common Stock (250) | $30.75 | Oct. 3, 2015 | 250 | Disposed |
| June 3, 2014 | PFIS | Stock Option (Right to Buy) | Common Stock (250) | $34.10 | Nov. 12, 2014 | 250 | Disposed |
| April 23, 2012 | PFIS | COMMON STOCK RIGHT TO BUY | COMMON STOCK (300) | $18.00 | May 1, 2012 | 300 | Disposed |
| April 22, 2011 | PFIS | COMMON STOCK RIGHT TO BUY | COMMON STOCK (375) | $16.50 | May 1, 2011 | 375 | Acquired |
| Oct. 3, 2005 | PFIS | Common Stock Right to Buy | Common Stock (250) | $30.75 | Oct. 3, 2015 | 250 | Acquired |
| Nov. 12, 2004 | PFIS | Common Stock Right to Buy | Common Stock (250) | $34.10 | Nov. 12, 2014 | 250 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 5 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Dec. 12, 2013 | PFIS | common stock | 7,733 | Direct |
| Dec. 12, 2013 | PFIS | common stock | 228 | Indirect |
| Dec. 12, 2013 | PFIS | common stock | 1,076 | Indirect |
| Dec. 12, 2013 | PFIS | Common Stock Right To Buy→ common stock (250) | 250 | Direct |
| Dec. 12, 2013 | PFIS | Common Stock Right To Buy→ common stock (250) | 250 | Direct |