Pathfinder Bancorp, Inc. PBHC
We take great care to ensure that the data presented and summarized in this overview for Pathfinder Bancorp, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding PBHC
View all-
Alliancebernstein L.P. New York, NY289KShares$4.89 Million0.0% of portfolio
-
Minerva Advisors LLC Bala Cynwyd, PA262KShares$4.44 Million3.12% of portfolio
-
Oppenheimer & Close, LLC91.9KShares$1.56 Million1.61% of portfolio
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Fourthstone LLC St Louis, MO88.3KShares$1.5 Million0.49% of portfolio
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Inspire Investing, LLC Meridian, ID59KShares$999,3720.12% of portfolio
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Hamilton Point Investment Advisors, LLC38.4KShares$651,3710.12% of portfolio
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Vanguard Group Inc Valley Forge, PA37.7KShares$638,6920.0% of portfolio
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Monograph Wealth Advisors, LLC23.3KShares$394,6630.06% of portfolio
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Geode Capital Management, LLC Boston, MA23.2KShares$393,4600.0% of portfolio
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Dimensional Fund Advisors LP Austin, TX19.6KShares$332,8980.0% of portfolio
Latest Institutional Activity in PBHC
Top Purchases
Top Sells
About PBHC
Pathfinder Bancorp, Inc. operates as a holding company for Pathfinder Bank that provides various banking and financial products and services primarily in Oswego and Onondaga Counties, New York. The company accepts various deposits, including checking, savings, and money market deposit accounts, as well as certificates of deposit, and demand and time deposits. Its loan portfolio comprises commercial real estate loans; commercial loans; residential real estate and construction loans; tax-exempt loans; home equity loans and junior liens; municipal loans; and consumer loans comprising automobile, recreational vehicles, and unsecured personal loans, as well as unsecured lines of credit and loans secured by deposit accounts. The company is also involved in the property, casualty, and life insurance brokerage business. It primarily serves individuals, families, small to mid-size businesses, and municipalities. As of February 03, 2022, it operated through ten full-service offices located in Oswego and Onondaga Counties, as well as one limited purpose office located in Oneida County. Pathfinder Bancorp, Inc. was founded in 1859 and is headquartered in Oswego, New York.
Insider Transactions at PBHC
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Mar 03
2025
|
Ronald Tascarella Retired Executive Vice Pres. |
SELL
Open market or private sale
|
Direct |
134
-0.28%
|
$2,278
$17.1 P/Share
|
|
Feb 28
2025
|
Ronald Tascarella Retired Executive Vice Pres. |
SELL
Open market or private sale
|
Direct |
2
-0.0%
|
$34
$17.1 P/Share
|
|
Feb 27
2025
|
Ronald Tascarella Retired Executive Vice Pres. |
SELL
Open market or private sale
|
Direct |
42
-0.09%
|
$714
$17.1 P/Share
|
|
Feb 25
2025
|
Ronald Tascarella Retired Executive Vice Pres. |
SELL
Open market or private sale
|
Direct |
69
-0.07%
|
$1,173
$17.18 P/Share
|
|
Feb 20
2025
|
Ronald Tascarella Retired Executive Vice Pres. |
SELL
Open market or private sale
|
Direct |
5,000
-9.33%
|
$85,000
$17.0 P/Share
|
|
Feb 12
2025
|
William D O'Brien Senior Vice President |
SELL
Open market or private sale
|
Direct |
2,353
-13.67%
|
$40,001
$17.14 P/Share
|
|
Jan 31
2025
|
Joseph F Serbun Senior Vice President |
BUY
Grant, award, or other acquisition
|
Direct |
16,000
+50.0%
|
-
|
|
Jan 31
2025
|
Joseph Paul Mc Manus Senior Vice President |
BUY
Grant, award, or other acquisition
|
Direct |
11,000
+50.0%
|
-
|
|
Jan 31
2025
|
Robert G. Butkowski Jr. Senior Vice President |
BUY
Grant, award, or other acquisition
|
Direct |
14,000
+45.45%
|
-
|
|
Jan 31
2025
|
Ronald G. Tascarella SVP, Chief Banking Officer |
BUY
Grant, award, or other acquisition
|
Direct |
14,000
+45.86%
|
-
|
|
Jan 31
2025
|
James A. Dowd President and CEO |
BUY
Grant, award, or other acquisition
|
Direct |
35,000
+38.59%
|
-
|
|
Jan 31
2025
|
Justin K. Bigham Senior Vice President, CFO |
BUY
Grant, award, or other acquisition
|
Direct |
24,000
+50.0%
|
-
|
|
Jan 31
2025
|
William D O'Brien Senior Vice President |
BUY
Grant, award, or other acquisition
|
Direct |
11,000
+38.98%
|
-
|
|
Dec 05
2024
|
Eric Allyn |
SELL
Open market or private sale
|
Indirect |
8,169
-57.15%
|
$130,704
$16.8 P/Share
|
|
Dec 03
2024
|
Eric Allyn |
SELL
Open market or private sale
|
Indirect |
1,014
-6.62%
|
$17,238
$17.28 P/Share
|
|
Nov 22
2024
|
William A Barclay |
BUY
Exercise of conversion of derivative security
|
Direct |
2,525
+9.42%
|
$27,775
$11.35 P/Share
|
|
Nov 20
2024
|
Daniel R Phillips Senior Vice President |
BUY
Exercise of conversion of derivative security
|
Direct |
13,266
+25.74%
|
$145,926
$11.35 P/Share
|
|
Nov 04
2024
|
Daniel R Phillips Senior Vice President |
BUY
Exercise of conversion of derivative security
|
Direct |
9,787
+16.81%
|
$107,657
$11.08 P/Share
|
|
Sep 16
2024
|
Daniel R Phillips Senior Vice President |
BUY
Open market or private sale
|
Direct |
100
+0.65%
|
$1,500
$15.94 P/Share
|
|
Sep 16
2024
|
Daniel R Phillips Senior Vice President |
SELL
Open market or private sale
|
Direct |
4,900
-3.81%
|
$73,500
$15.73 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 125K shares |
|---|---|
| Open market or private purchase | 885 shares |
| Exercise of conversion of derivative security | 25.6K shares |
| Open market or private sale | 100 shares |
| Open market or private sale | 22.7K shares |
|---|