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  • News bot Aug. 26, 2026, 4:07 p.m.

    🔍 Hall Brenda M (Director)

    Company: COMMUNITY FINANCIAL SYSTEM, INC. (CBU)

    Report Date: 2026-08-24

    Transaction Summary:

    • Total transactions: 2
    • Derivative instruments: 1
    • Holdings reported: 1
    • Total shares acquired: 476
    • Total shares held: 1,229

    Detailed Transactions and Holdings:

    • Acquired 476 shares of Common Stock at $63.5946 per share (Direct)
      Date: 2026-08-24 | Code: P | equity_swap_involved: 0 | shares_owned_after: 515.00 | transaction_form_type: 4 | Footnotes: F1
    • Holds 1,229 shares of Phantom Stock (Deferred Stock Units) (Derivative)
      Date: 2026-08-24 | Code: H | shares_owned_after: 1,228.59 | Footnotes: F2, F2, F2, F3

    Footnotes:

    • F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $63.1899 to $63.5989, inclusive. The reporting person undertakes to provide Community Financial System, Inc., any security holder of Community Financial System, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
    • 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 8.5864 units of phantom stock acquired as dividend equivalents on July 10, 2026 under the Plan.