NEAL D KOPLIN
CIK 1627699 · SR EVP/CHIEF BANKING OFFICER · last filed 2026-04-10
NEAL D KOPLIN is a SR EVP/CHIEF BANKING OFFICER who has filed 27 SEC Form 4 insider transactions across 1 company since 2015. The most recent filing, for PFIS, was dated Apr 10, 2026. Across all open-market trades the lifetime net is +$16.8K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $677.0K across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$677.0K
1
27
$16.8K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| PFIS | SR EVP/CHIEF BANKING OFFICER | 10,658 | $63.52 | $677.0K | $16.8K | 27 | 2026-04-10 |
Recent Filings
27 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-04-10 | PFIS | Mixed | +1,101 | -$29.9K | EDGAR |
| 2026-03-13 | PFIS | Mixed | +90 | -$12.1K | EDGAR |
| 2026-03-03 | PFIS | Mixed | +1,499 | -$53.0K | EDGAR |
| 2025-04-08 | PFIS | Grant (A) | +104 | $4.8K | EDGAR |
| 2025-04-01 | PFIS | Grant (A) | +104 | $4.8K | EDGAR |
| 2025-03-13 | PFIS | Tax (F) | −153 | -$6.9K | EDGAR |
| 2025-03-07 | PFIS | Tax (F) | −163 | -$6.7K | EDGAR |
| 2025-03-04 | PFIS | Mixed | +351 | -$8.7K | EDGAR |
| 2024-02-23 | PFIS | Mixed | +1,485 | -$19.2K | EDGAR |
| 2023-06-30 | PFIS | Grant (A) | +508 | $0 | EDGAR |