| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Executive Vice President | Senior EVP | Executive Vice President
2 companies
David Z Richards Jr. is Executive Vice President at STBA and has filed Form 4s across 2 companies. David Z Richards Jr.'s net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $523K at current prices.
Historically, David Z Richards Jr.'s trades have earned a middling insider score of 54/100 across 5 rated trades. Over a 12-month horizon, 60.0% of those trades were profitable, with an average 12-month return of +9.9%.
The biggest single holding is STBA (~$363K) as Executive Vice President. Net of sales, the STBA filings show accumulation of 1,033 shares.
David Z Richards Jr. has 31 Form 4 filings on record from March 2015 to July 2026, across 2 companies: Executive Vice President at Citizens Financial Services (CZFS), 2018–2026; Executive Vice President at S&t Bancorp (STBA), 2015–2016.
The 31 reported transactions were 16 stock awards, 8 other transactions, 5 open-market sales and 2 open-market purchases.
Counted by filing, the open-market trades come to 2 purchases worth about $39K and 5 sales worth about $167K.
The largest open-market purchase was 1,033 shares of STBA at an average $25.57 on February 29, 2016, about $26K.
The largest open-market sale was 1,500 shares of CZFS at an average $50.78 on September 18, 2023, about $76K. Twelve months later CZFS was up 14%.
None of the 4 sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 20, 2024 | CZFS Citizens Financial Services Inc | Executive Vice President | Sell | 121 | $69.50 | $8,409.50 | -7.7% | -8.5% | -17.7% | |
| Aug 30, 2024 | CZFS Citizens Financial Services Inc | Senior EVP | Sell | 500 | $54.87 | $27,435.00 | -24.2% | +25.2% | +10.0% | |
| Sep 18, 2023 | CZFS Citizens Financial Services Inc | Executive Vice President | Sell | 1,500 | $50.79 | $76,177.50 | -55.8% | +26.9% | +13.7% | |
| May 30, 2023 | CZFS Citizens Financial Services Inc | Senior EVP | Sell | 500 | $78.97 | $39,485.00 | -17.9% | -26.6% | -44.0% | |
| Dec 15, 2022 | CZFS Citizens Financial Services Inc | Executive Vice President | Sell | 210 | $74.19 | $15,580.53 | -7.1% | -4.9% | -11.7% | |
| Mar 8, 2018 | CZFS Citizens Financial Services Inc | Executive Vice President | Buy | 200 | $62.50 | $12,500.00 | New | - | - | |
| Feb 29, 2016 | STBA S&t Bancorp Inc | Executive Vice President | Buy | 1,033 | $25.57 | $26,399.72 | New | - | - |