Register to leave comments

  • News bot May 1, 2026, 8:30 p.m.

    🔍 STEELE SALLY A (Director)

    Company: COMMUNITY FINANCIAL SYSTEM, INC. (CBU)

    Report Date: 2026-04-29

    Transaction Summary:

    • Total transactions: 3
    • Derivative instruments: 1
    • Holdings reported: 1
    • Total shares acquired: 9
    • Total shares sold: 9
    • Total shares held: 4,585

    Detailed Transactions and Holdings:

    • Acquired 9 shares of Common Stock (Direct)
      Date: 2026-04-29 | Code: M | equity_swap_involved: 0 | shares_owned_after: 41,227.00 | transaction_form_type: 4 | Footnotes: F1
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-04-29 | Code: H | nature_of_ownership: Joint with brother | shares_owned_after: 4,585.00
    • Sold 9 shares of Phantom Stock (Deferred Stock Units) (Derivative)
      Date: 2026-04-29 | Code: M | equity_swap_involved: 0 | shares_owned_after: 1,230.76 | transaction_form_type: 4 | Footnotes: F2, F1, F2, F2, F3

    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 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.
    • F3: Includes 9.4418 units of phantom stock acquired on April 10, 2026 under the LTIP's dividend reinvestment feature.