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  • News bot May 1, 2026, 8:23 p.m.

    🔍 Parente John (Director)

    Company: COMMUNITY FINANCIAL SYSTEM, INC. (CBU)

    Report Date: 2026-04-29

    Transaction Summary:

    • Total transactions: 5
    • Derivative instruments: 1
    • Holdings reported: 3
    • Total shares acquired: 9
    • Total shares sold: 9
    • Total shares held: 30,000

    Detailed Transactions and Holdings:

    • Acquired 9 shares of Common Stock (Direct)
      Date: 2026-04-29 | Code: M | equity_swap_involved: 0 | shares_owned_after: 72,654.32 | transaction_form_type: 4 | Footnotes: F1
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-04-29 | Code: H | nature_of_ownership: By son, John K. Parente Trust U/A 6/15/96 | shares_owned_after: 10,000.00 | Footnotes: F2
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-04-29 | Code: H | nature_of_ownership: By son, Louis C. Parente Trust U/A 3/29/01 | shares_owned_after: 10,000.00 | Footnotes: F3
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-04-29 | Code: H | nature_of_ownership: By son, Samuel M. Parente Trust U/A 6/16/98 | shares_owned_after: 10,000.00 | Footnotes: F4
    • Sold 9 shares of Phantom Stock (Deferred Stock Units) (Derivative)
      Date: 2026-04-29 | Code: M | equity_swap_involved: 0 | shares_owned_after: 1,220.00 | transaction_form_type: 4 | Footnotes: F5, F1, F5, F5, F6

    Footnotes:

    • F1: On April 29, 2026, the reporting person's phantom stock units were settled for 9 shares of Community Financial System, Inc. common stock, and .4418 shares were settled in cash at the price of $63.17 per share.
    • F2: The trust was established for the benefit of the reporting person's child and the reporting person does not have investment discretion nor a pecuniary interest in the shares held by the trust. The reporting person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the reporting person is the beneficial owner of these shares for purposes of Section 16 or for any other purpose.
    • F3: The trust was established for the benefit of the reporting person's child and the reporting person does not have any investment discretion, voting power or pecuniary interest in the shares held by the trust. The reporting person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the reporting person is the beneficial owner of these shares for purposes of Section 16 or for any other purpose.
    • F4: The trust was established for the benefit of the reporting person's child and the reporting person does not have any investment discretion, voting power or pecuniary interest in the shares held by the trust. The reporting person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the reporting person is the beneficial owner of these shares for purposes of Section 16 or for any other purpose.
    • F5: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "LTIP"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date.
    • F6: Includes 9.4418 units of phantom stock acquired on April 10, 2026 under the LTIP's dividend reinvestment feature.

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