Choiceone Financial Services Inc
COFSFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Choiceone Financial Services Inc Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated May 4, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Parallel Advisors, LLC | 2026-03-31 | 20 | $562 | SEC filing |
| Nuveen, LLC | 2026-03-31 | 55,506 | $1.56M | SEC filing |
| Qube Research & Technologies Ltd | 2026-03-31 | 69,020 | $1.94M | SEC filing |
| Thrivent Financial for Lutherans | 2026-03-31 | 8,799 | Not shown | SEC filing |
| Numerai GP LLC | 2026-03-31 | 22,182 | $624K | SEC filing |
| Root Financial Partners, LLC | 2026-03-31 | 22 | $619 | SEC filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 350,635 | $9.86M | SEC filing |
| LPL Financial LLC | 2026-03-31 | 52,983 | $1.49M | SEC filing |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2026-03-31 | 9,831 | Not shown | SEC filing |
| Sterling Capital Management LLC | 2026-03-31 | 474 | $13.3K | SEC filing |
| TWO SIGMA INVESTMENTS, LP | 2026-03-31 | 146,679 | $4.12M | SEC filing |
| Creative Planning | 2026-03-31 | 14,832 | $417K | SEC filing |
| Invesco Ltd. | 2026-03-31 | 22,517 | $633K | SEC filing |
| ProShare Advisors LLC | 2026-03-31 | 221,299 | $6.22M | SEC filing |
| Spire Wealth Management | 2026-03-31 | 205 | $5.77K | SEC filing |
| Odyssean, LLC | 2026-03-31 | 11,185 | $315K | SEC filing |
| Sunbelt Securities, Inc. | 2026-03-31 | 3 | $84 | SEC filing |
| HUNTINGTON NATIONAL BANK | 2026-03-31 | 101 | $2.84K | SEC filing |
| Bank of New York Mellon Corp | 2026-03-31 | 62,406 | $1.75M | SEC filing |
| Police & Firemen's Retirement System of New Jersey | 2026-03-31 | 3,570 | $100K | SEC filing |
- Each value is checked against Choiceone Financial Services Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 2 rows: the filed value is about 1,000 times too small for the share count at Choiceone Financial Services Inc's share price.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- AQR CAPITAL MANAGEMENT LLC: 7,511 shares reported 2025-12-31; 48,075 shares reported 2026-03-31.
- JACOBS ASSET MANAGEMENT, LLC: 163,897 shares reported 2025-12-31; 196,227 shares reported 2026-03-31.
- BROWN BROTHERS HARRIMAN & CO: 45,787 shares reported 2025-12-31; 45,787 shares reported 2026-03-31.
- Aquatic Capital Management LLC: 8,902 shares reported 2025-12-31; 1,721 shares reported 2026-03-31.
- PNC FINANCIAL SERVICES GROUP, INC.: 5 shares reported 2025-12-31; 172 shares reported 2026-03-31.
- Thrivent Financial for Lutherans: 8,799 shares reported 2025-12-31; 8,799 shares reported 2026-03-31.
108 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Choiceone Financial Services Inc's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2024-07-25 · HENDON JACK: Larger than 31 of the 34 other insider purchases of Common Stock on file. SEC filing
- 2024-07-25 · Essex Bruce John Jr: Larger than 33 of the 34 other insider purchases of Common Stock on file. SEC filing
- 2024-07-25 · Burrough Eric E: Larger than all 34 other insider purchases of Common Stock on file. SEC filing
- 2024-07-25 · Armock Greg L.: Larger than 31 of the 34 other insider purchases of Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2026-03-06–2026-03-12: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2026-02-27–2026-03-06: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2024-08-02–2024-08-09: 4 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2024-07-25–2024-07-25: 10 event(s) across 10 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2023-11-02–2023-11-09: 6 event(s) across 5 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing )
- 2023-05-18–2023-05-19: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2023-05-04–2023-05-05: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-03-12 | Greenland Adom · Secretary | Common Stock | P — Open market or private purchase | +500 | 27.40 | SEC filing |
| 2026-03-11 | Burrough Eric E · Director | Common Stock | P — Open market or private purchase | +5,000 | 27.50 | SEC filing |
| 2026-03-06 | McConnell Gregory A · Director | Common Stock | P — Open market or private purchase | +1,050 | 27.94 | SEC filing |
| 2026-03-03 | McGinnis Bradley F. · Director | Common Stock | P — Open market or private purchase | +1,000 | 29.15 | SEC filing |
| 2026-02-27 | Burke Michael J. Jr. · President | Common Stock | P — Open market or private purchase | +250 | 28.58 | SEC filing |
| 2026-02-13 | McConnell Gregory A · Director | Common Stock | P — Open market or private purchase | +550 | 29.10 | SEC filing |
| 2026-02-13 | McConnell Gregory A · Director | Common Stock | P — Open market or private purchase | +1,000 | 29.00 | SEC filing |
| 2026-02-11 | PETTY BRIAN P · Director | Common Stock | S — Open market or private sale | −15,000 | 29.56 | SEC filing |
Showing 8 of 12 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-04-30 | Henion Bradley · E.V.P. - ChoiceOne Bank (Sub.) | Common Stock | A — Grant, award, or other acquisition | +1,455 | SEC filing |
| 2026-04-30 | Greenland Adom · Secretary | Common Stock | A — Grant, award, or other acquisition | +1,506 | SEC filing |
| 2026-04-30 | Potes Kelly · Chief Executive Officer | Common Stock | A — Grant, award, or other acquisition | +4,416 | SEC filing |
| 2026-04-30 | Burke Michael J. Jr. · President | Common Stock | A — Grant, award, or other acquisition | +2,439 | SEC filing |
| 2026-04-30 | Potes Kelly · Chief Executive Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −450 | SEC filing |
| 2026-04-30 | Burke Michael J. Jr. · President | Common Stock | F — Payment of exercise price or tax by delivering securities | −252 | SEC filing |
| 2026-04-30 | Greenland Adom · Secretary | Common Stock | F — Payment of exercise price or tax by delivering securities | −127 | SEC filing |
| 2026-04-30 | Henion Bradley · E.V.P. - ChoiceOne Bank (Sub.) | Common Stock | F — Payment of exercise price or tax by delivering securities | −137 | SEC filing |
Showing 8 of 31 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.