NEAL D KOPLIN
CIK 1627699 · SR EVP/CHIEF BANKING OFFICER · last filed 2026-04-10
"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.
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Disclosed Exposure
$677.0K
Companies
1
Total Filings
27
Lifetime Open-Market Net
$16.8K
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| 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 · Page 2 of 3
27 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2023-03-14 | PFIS | Tax (F) | −125 | -$5.9K | EDGAR |
| 2023-02-24 | PFIS | Mixed | +960 | -$24.1K | EDGAR |
| 2022-02-28 | PFIS | Mixed | +915 | -$25.5K | EDGAR |
| 2022-02-25 | PFIS | Grant (A) | +454 | $0 | EDGAR |
| 2021-05-07 | PFIS | Tax (F) | −110 | -$4.8K | EDGAR |
| 2021-03-02 | PFIS | Grant (A) | +459 | $0 | EDGAR |
| 2021-03-01 | PFIS | Mixed | +709 | -$17.5K | EDGAR |
| 2020-07-14 | PFIS | Mixed | +873 | -$19.4K | EDGAR |
| 2020-03-09 | PFIS | Grant (A) | +414 | $0 | EDGAR |
| 2020-03-02 | PFIS | Grant (A) | +430 | $0 | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.