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CBU

COMMUNITY FINANCIAL SYSTEM, INC.

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Tapewire entity
4178
SEC CIK
0000723188
Parsed reports
611

Last 12 months

Inside the activity.

3 purchase rows · 6 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202501
Jan 202600
Feb 202603
Mar 202600
Apr 202600
May 202600
Jun 202602
Jul 202600
Aug 202620
Sep 202610
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 17, 2026 Filed Mar 19, 2026 16:15 UTC
Karaivanov DimitarDirector · President & CEO
GrantStock Option · Derivative 23,984 $0.00 Strike: $56.64 $0.00
Disclosure

SEC source: 0000723188-26-000069 · form4.xml · derivative · entry 4

Karaivanov Dimitar · CIK 0001866135 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,984

Underlying: Common Stock · 23,984 shares

Expires 2036-03-17

F4 · derivative.exercise_date: The option vests ratably on March 17, 2027, 2028, 2029, 2030, and 2031.

Read SEC document
March 17, 2026 Filed Mar 19, 2026 16:15 UTC
Karaivanov DimitarDirector · President & CEO
GrantRestricted Stock Units · Derivative 6,277 $0.00 $0.00
Disclosure

SEC source: 0000723188-26-000069 · form4.xml · derivative · entry 3

Karaivanov Dimitar · CIK 0001866135 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,277

Underlying: Common Stock · 6,277 shares

Expires not disclosed

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Community Financial System, Inc. common stock.

F3 · derivative.exercise_date: The restricted stock units vest in three equal installments beginning March 1, 2027.

F3 · derivative.expiration_date: The restricted stock units vest in three equal installments beginning March 1, 2027.

Read SEC document
March 17, 2026 Filed Mar 19, 2026 16:04 UTC
Durkee Matthew KSVP, Chief Banking Officer · President, Commercial Banking
GrantStock Option · Derivative 5,537 $0.00 Strike: $56.64 $0.00
Disclosure

SEC source: 0000723188-26-000068 · form4.xml · derivative · entry 4

Durkee Matthew K · CIK 0001707871 · SVP, Chief Banking Officer · President, Commercial Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,537

Underlying: Common Stock · 5,537 shares

Expires 2036-03-17

F4 · derivative.exercise_date: The option vests ratably on March 17, 2027, 2028, 2029, 2030, and 2031.

Read SEC document
March 17, 2026 Filed Mar 19, 2026 16:04 UTC
Durkee Matthew KSVP, Chief Banking Officer · President, Commercial Banking
GrantRestricted Stock Units · Derivative 1,449 $0.00 $0.00
Disclosure

SEC source: 0000723188-26-000068 · form4.xml · derivative · entry 3

Durkee Matthew K · CIK 0001707871 · SVP, Chief Banking Officer · President, Commercial Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,449

Underlying: Common Stock · 1,449 shares

Expires not disclosed

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Community Financial System, Inc. common stock.

F3 · derivative.exercise_date: The restricted stock units vest in three equal installments beginning March 1, 2027.

F3 · derivative.expiration_date: The restricted stock units vest in three equal installments beginning March 1, 2027.

Read SEC document
March 17, 2026 Filed Mar 19, 2026 15:37 UTC
Durkee Deresa FischerSVP, Chief Accounting Officer
GrantRestricted Stock Units · Derivative 1,812 $0.00 $0.00
Disclosure

SEC source: 0000723188-26-000065 · form4.xml · derivative · entry 4

Durkee Deresa Fischer · CIK 0001608689 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,812

Underlying: Common Stock · 1,812 shares

Expires not disclosed

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Community Financial System, Inc. common stock

F3 · derivative.exercise_date: The restricted stock units vest in three equal installments beginning March 1, 2027.

F3 · derivative.expiration_date: The restricted stock units vest in three equal installments beginning March 1, 2027.

Read SEC document
March 17, 2026 Filed Mar 19, 2026 15:13 UTC GrantPhantom Stock (Deferred Stock Units) · Derivative 1,220 $0.00 $0.00
Disclosure

SEC source: 0000723188-26-000064 · form4.xml · derivative · entry 7

Bolus Mark J. · CIK 0001486056 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,758.2915

Underlying: Common Stock · 1,220 shares

Expires not disclosed

F4 · derivative.exercise_price: 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.

F4 · derivative.exercise_date: 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.

F4 · derivative.expiration_date: 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.

F5 · balance_after: Includes 19.1578, 21.1856, and 19.4356 units of phantom stock acquired on July 10, 2025, October 10, 2025, and January 12, 2026 under the LTIP's dividend reinvestment feature.

Read SEC document
March 17, 2026 Filed Mar 19, 2026 13:56 UTC GrantPhantom Stock (Deferred Stock Units) · Derivative 1,220 $0.00 $0.00
Disclosure

SEC source: 0000723188-26-000062 · form4.xml · derivative · entry 1

Knauss Jeffery J · CIK 0001900543 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,474.5514

Underlying: Common Stock · 1,220 shares

Expires not disclosed

F1 · derivative.exercise_price: 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.

F1 · derivative.exercise_date: 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.

F1 · derivative.expiration_date: 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.

F2 · balance_after: Includes 9.4706, 10.4729, and 9.6079 units of phantom stock acquired as dividend equivalents on July 10, 2025, October 10, 2025, and January 12, 2026, respectively, under the LTIP.

Read SEC document
March 16, 2026 Filed Mar 17, 2026 19:33 UTC Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative 250 Not disclosed Not disclosed
Disclosure

SEC source: 0000723188-26-000045 · form4.xml · derivative · entry 2

STICKELS ERIC · CIK 0001201821 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,014.5421

Underlying: Common Stock · 250 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: 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.

F1 · price: On March 16, 2026, the reporting person's phantom stock units were settled for 250 shares of Community Financial System, Inc. common stock, and .9119 shares were settled in cash at the price of $57.42 per share."

F2 · derivative.exercise_date: 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.

F2 · derivative.expiration_date: 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 · balance_after: Includes 32.1998, 35.6078 and 32.6668 units of phantom stock acquired on July 10, 2025, October 10, 2025 and January 12, 2026 under the Plan's dividend reinvestment feature.

Read SEC document
March 16, 2026 Filed Mar 17, 2026 19:33 UTC Exercise / conversionCommon Stock 250 Not disclosed Not disclosed
Disclosure

SEC source: 0000723188-26-000045 · form4.xml · nonDerivative · entry 1

STICKELS ERIC · CIK 0001201821 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,592

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: On March 16, 2026, the reporting person's phantom stock units were settled for 250 shares of Community Financial System, Inc. common stock, and .9119 shares were settled in cash at the price of $57.42 per share."

Read SEC document
March 04, 2026 Filed Mar 6, 2026 19:09 UTC
Abdo Michael NEVP and General Counsel
Tax withholdingCommon Stock 707.2353 $59.87 $42,342.18
Disclosure

SEC source: 0000723188-26-000041 · form4.xml · nonDerivative · entry 2

Abdo Michael N · CIK 0001933852 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,010

F2 · kind: Payment of tax liability associated with vesting of performance stock award.

Read SEC document
March 04, 2026 Filed Mar 6, 2026 19:09 UTC
Abdo Michael NEVP and General Counsel
GrantCommon Stock 1,948.2353 $0.00 $0.00
Disclosure

SEC source: 0000723188-26-000041 · form4.xml · nonDerivative · entry 1

Abdo Michael N · CIK 0001933852 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,717.2353

F1 · shares: On March 4, 2026, the Compensation Committee approved the vesting of the three-year performance-based restricted stock award, granted to the reporting person in 2023, based on achievement of predetermined performance criteria at the target level. The reporting person received 1,752 shares of common stock under the award and 196.2353 shares of common stock acquired under the dividend reinvestment feature of the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan").

Read SEC document
March 04, 2026 Filed Mar 6, 2026 18:50 UTC
Gillan-Myer Maureen AEVP, Chief Admin & HR Officer
Tax withholdingCommon Stock 943.0628 $59.87 $56,461.17
Disclosure

SEC source: 0000723188-26-000040 · form4.xml · nonDerivative · entry 2

Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Admin & HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,647

F2 · kind: Payment of tax liability associated with vesting of restricted stock awards.

Read SEC document
March 04, 2026 Filed Mar 6, 2026 18:50 UTC
Gillan-Myer Maureen AEVP, Chief Admin & HR Officer
GrantCommon Stock 2,562.0628 $0.00 $0.00
Disclosure

SEC source: 0000723188-26-000040 · form4.xml · nonDerivative · entry 1

Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Admin & HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,590.0628

F1 · shares: On March 4, 2026, the Compensation Committee approved the vesting of the three-year performance-based restricted stock award, granted to the reporting person in 2023, based on achievement of predetermined performance criteria at the target level. The reporting person received 2,304 shares of common stock under the award and 258.0628 shares of common stock acquired under the dividend reinvestment feature of the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan").

Read SEC document
March 04, 2026 Filed Mar 6, 2026 18:40 UTC
Karaivanov DimitarDirector · President & CEO
Tax withholdingCommon Stock 2,825.2062 $59.87 $169,145.10
Disclosure

SEC source: 0000723188-26-000039 · form4.xml · nonDerivative · entry 2

Karaivanov Dimitar · CIK 0001866135 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,657

F2 · kind: Payment of tax liability associated with vesting of performance stock award.

Read SEC document
March 04, 2026 Filed Mar 6, 2026 18:40 UTC
Karaivanov DimitarDirector · President & CEO
GrantCommon Stock 5,224.2062 $0.00 $0.00
Disclosure

SEC source: 0000723188-26-000039 · form4.xml · nonDerivative · entry 1

Karaivanov Dimitar · CIK 0001866135 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,482.2062

F1 · shares: On March 4, 2026, the Compensation Committee approved the vesting of the three-year performance-based restricted stock award, granted to the reporting person in 2023, based on achievement of predetermined performance criteria at the target level. The reporting person received 4,698 shares of common stock under the award and 526.2062 shares of common stock acquired under the dividend reinvestment feature of the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan").

Read SEC document
March 02, 2026 Filed Mar 4, 2026 17:13 UTC
Gillan-Myer Maureen AEVP, Chief Admin & HR Officer
Tax withholdingCommon Stock 522 $60.55 $31,607.10
Disclosure

SEC source: 0000723188-26-000038 · form4.xml · nonDerivative · entry 1

Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Admin & HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,028

F1 · kind: Payment of tax liability associated with vesting of restricted stock awards.

Read SEC document
March 02, 2026 Filed Mar 4, 2026 16:59 UTC
Durkee Deresa FischerSVP, Chief Accounting Officer
Tax withholdingCommon Stock 357 $60.55 $21,616.35
Disclosure

SEC source: 0000723188-26-000031 · form4.xml · nonDerivative · entry 1

Durkee Deresa Fischer · CIK 0001608689 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,180.604

F1 · kind: Payment of tax liability associated with vesting of restricted stock award.

Read SEC document
March 02, 2026 Filed Mar 4, 2026 16:55 UTC
Abdo Michael NEVP and General Counsel
Tax withholdingCommon Stock 485 $60.55 $29,366.75
Disclosure

SEC source: 0000723188-26-000029 · form4.xml · nonDerivative · entry 1

Abdo Michael N · CIK 0001933852 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,769

F1 · kind: Payment of tax liability associated with vesting of restricted stock awards.

Read SEC document
March 02, 2026 Filed Mar 4, 2026 16:45 UTC
Durkee Matthew KSVP, Chief Banking Officer · President, Commercial Banking
Tax withholdingCommon Stock 399 $60.55 $24,159.45
Disclosure

SEC source: 0000723188-26-000025 · form4.xml · nonDerivative · entry 1

Durkee Matthew K · CIK 0001707871 · SVP, Chief Banking Officer · President, Commercial Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,858

F1 · kind: Payment of tax liability associated with vesting of restricted stock award.

Read SEC document
March 02, 2026 Filed Mar 4, 2026 16:32 UTC
Karaivanov DimitarDirector · President & CEO
Tax withholdingCommon Stock 2,501 $60.55 $151,435.55
Disclosure

SEC source: 0000723188-26-000021 · form4.xml · nonDerivative · entry 1

Karaivanov Dimitar · CIK 0001866135 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,258

F1 · kind: Payment of tax liability associated with vesting of restricted stock award.

Read SEC document
February 04, 2026 Filed Feb 6, 2026 15:59 UTC Exercise / conversionStock Option · Derivative 4,246 $0.00 Strike: $38.02 $0.00
Disclosure

SEC source: 0000723188-26-000008 · form4.xml · derivative · entry 3

Whipple John F. · CIK 0001485739 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,246 shares

Expires 2026-03-16

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 04, 2026 Filed Feb 6, 2026 15:59 UTC SaleCommon Stock 4,246 $65.17 $276,703.75
Disclosure

SEC source: 0000723188-26-000008 · form4.xml · nonDerivative · entry 2

Whipple John F. · CIK 0001485739 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,506.0302

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 to $65.355, 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 sold at each separate price within the range set forth in this footnote.

Read SEC document
February 04, 2026 Filed Feb 6, 2026 15:59 UTC Exercise / conversionCommon Stock 4,246 $38.02 $161,432.92
Disclosure

SEC source: 0000723188-26-000008 · form4.xml · nonDerivative · entry 1

Whipple John F. · CIK 0001485739 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,752.0302

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 03, 2026 Filed Feb 5, 2026 20:52 UTC Exercise / conversionStock Option · Derivative 4,000 $0.00 Strike: $23.04 $0.00
Disclosure

SEC source: 0000723188-26-000006 · form4.xml · derivative · entry 5

STEELE SALLY A · CIK 0001264816 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,001

Underlying: Common Stock · 4,000 shares

Expires 2026-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 03, 2026 Filed Feb 5, 2026 20:52 UTC SaleCommon Stock 4,000 $64.12 $256,480.40
Disclosure

SEC source: 0000723188-26-000006 · form4.xml · nonDerivative · entry 2

STEELE SALLY A · CIK 0001264816 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,964

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.00 to $64.255, 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 sold at each separate price within the range set forth in this footnote.

Read SEC document
February 03, 2026 Filed Feb 5, 2026 20:52 UTC Exercise / conversionCommon Stock 4,000 $23.04 $92,160.00
Disclosure

SEC source: 0000723188-26-000006 · form4.xml · nonDerivative · entry 1

STEELE SALLY A · CIK 0001264816 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,964

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 03, 2026 Filed Feb 5, 2026 19:45 UTC SaleCommon Stock 2,000 $64.75 $129,492.00
Disclosure

SEC source: 0000723188-26-000004 · form4.xml · nonDerivative · entry 1

STICKELS ERIC · CIK 0001201821 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,342

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.60 to $64.805, 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 sold at each separate price within the range set forth in this footnote.

Read SEC document
January 30, 2026 Filed Feb 3, 2026 21:05 UTC
Abdo Michael NEVP and General Counsel
Exercise / conversionStock Option · Derivative 2,287 $0.00 Strike: $38.02 $0.00
Disclosure

SEC source: 0000723188-26-000003 · form4.xml · derivative · entry 4

Abdo Michael N · CIK 0001933852 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,287 shares

Expires 2026-03-16

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: The option vested ratably on March 16, 2017, 2018, 2019, 2020, and 2021.

Read SEC document
January 30, 2026 Filed Feb 3, 2026 21:05 UTC
Abdo Michael NEVP and General Counsel
Tax withholdingCommon Stock 1,763 $62.44 $110,081.72
Disclosure

SEC source: 0000723188-26-000003 · form4.xml · nonDerivative · entry 2

Abdo Michael N · CIK 0001933852 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,254

Read SEC document
January 30, 2026 Filed Feb 3, 2026 21:05 UTC
Abdo Michael NEVP and General Counsel
Exercise / conversionCommon Stock 2,287 $38.02 $86,951.74
Disclosure

SEC source: 0000723188-26-000003 · form4.xml · nonDerivative · entry 1

Abdo Michael N · CIK 0001933852 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,017

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 29, 2025 Filed Mar 4, 2026 17:09 UTC
Gillan-Myer Maureen AEVP, Chief Admin & HR Officer
SaleCommon Stock 3,450.3591 $58.85 $203,053.63
Disclosure

SEC source: 0000723188-26-000036 · form4.xml · nonDerivative · entry 1

Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Admin & HR Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By 401(k) Plan

Disclosed balance after: 0

Read SEC document
December 18, 2025 Filed Dec 19, 2025 20:50 UTC GrantDeferred Stock (Deferred Compensation) · Derivative 409.8698 $60.69 $24,875.00
Disclosure

SEC source: 0000723188-25-000018 · form4.xml · derivative · entry 2

Sullivan Michele · CIK 0002009605 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,062.6708

Underlying: Common Stock · 409.8698 shares

Expires not disclosed

F3 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan for Directors (the "DCP for Directors"), will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F3 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan for Directors (the "DCP for Directors"), will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F3 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan for Directors (the "DCP for Directors"), will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F4 · balance_after: Includes 13.3543, and 18.8141 units of phantom stock acquired on July 10, 2025, and October 10, 2025, respectively, under the DCP for Directors.

Read SEC document
December 18, 2025 Filed Dec 19, 2025 16:34 UTC GrantDeferred Stock (Deferred Compensation) · Derivative 346.0208 $60.69 $21,000.00
Disclosure

SEC source: 0000723188-25-000015 · form4.xml · derivative · entry 2

Singh Savneet · CIK 0001738659 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,368.7247

Underlying: Common Stock · 346.0208 shares

Expires not disclosed

F3 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F3 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F3 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F4 · balance_after: Includes 2.3840 and 5.6468 units of phantom stock acquired as dividend equivalents on July 10, 2025 and October 10, 2025, respectively, under the Deferred Compensation Plan.

Read SEC document
December 18, 2025 Filed Dec 19, 2025 15:53 UTC GrantPhantom Stock (Deferred Compensation) · Derivative 189.4876 $60.69 $11,500.00
Disclosure

SEC source: 0000723188-25-000014 · form4.xml · derivative · entry 3

Fesette Neil E. · CIK 0001485738 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,712.7297

Underlying: Common Stock · 189.4876 shares

Expires not disclosed

F4 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F4 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F4 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F5 · balance_after: Includes 66.2494 and 75.0594 units of phantom stock acquired as dividend equivalents on July 10, 2025, and October 10, 2025, respectively, under the Deferred Compensation Plan.

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December 16, 2025 Filed Dec 17, 2025 18:55 UTC
Parente JohnDirector
Exercise / conversionStock Option · Derivative 4,246 $0.00 Strike: $38.02 $0.00
Disclosure

SEC source: 0000723188-25-000013 · form4.xml · derivative · entry 4

Parente John · CIK 0001486057 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,246 shares

Expires 2026-03-16

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 16, 2025 Filed Dec 17, 2025 18:55 UTC
Parente JohnDirector
Tax withholdingCommon Stock 2,683 $60.18 $161,462.94
Disclosure

SEC source: 0000723188-25-000013 · form4.xml · nonDerivative · entry 2

Parente John · CIK 0001486057 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,391.3212

Read SEC document
December 16, 2025 Filed Dec 17, 2025 18:55 UTC
Parente JohnDirector
Exercise / conversionCommon Stock 4,246 $38.02 $161,432.92
Disclosure

SEC source: 0000723188-25-000013 · form4.xml · nonDerivative · entry 1

Parente John · CIK 0001486057 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,074.3212

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 01, 2025 Filed Dec 3, 2025 16:12 UTC Exercise / conversionPhantom Stock (Deferred Compensation) · Derivative 1,370 Not disclosed Not disclosed
Disclosure

SEC source: 0000723188-25-000012 · form4.xml · derivative · entry 2

Whipple John F. · CIK 0001485739 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,707.3915

Underlying: Common Stock · 1,370 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F1 · price: On December 1, 2025, the reporting person's phantom stock units were settled for 1,370 shares of Community Financial System, Inc. common stock.

F2 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F2 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F3 · balance_after: Includes 53.6874, 61.6877, 53.8395, and 59.5376 units of phantom stock acquired on January 10, 2025, April 10, 2025, July 10, 2025, and October 10, 2025, respectively, as dividend equivalents under the Plan.

Read SEC document
December 01, 2025 Filed Dec 3, 2025 16:12 UTC Exercise / conversionCommon Stock 1,370 Not disclosed Not disclosed
Disclosure

SEC source: 0000723188-25-000012 · form4.xml · nonDerivative · entry 1

Whipple John F. · CIK 0001485739 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,506.0302

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: On December 1, 2025, the reporting person's phantom stock units were settled for 1,370 shares of Community Financial System, Inc. common stock.

Read SEC document
October 16, 2025 Filed Feb 11, 2026 16:15 UTC GiftCommon Stock 530 $0.00 $0.00
Disclosure

SEC source: 0000723188-26-000010 · form5.xml · nonDerivative · entry 2

Pecor Raymond C III · CIK 0001475265 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 11,191.777

F2 · balance_after: Includes 262.4190 shares acquired pursuant to the Community Financial System, Inc. Dividend Reinvestment Plan.

F3 · ownership.nature: The reporting person disclaims beneficial ownership of these securities, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or any other purpose.

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October 16, 2025 Filed Feb 11, 2026 16:15 UTC GiftCommon Stock 265 $0.00 $0.00
Disclosure

SEC source: 0000723188-26-000010 · form5.xml · nonDerivative · entry 1

Pecor Raymond C III · CIK 0001475265 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,107.181

F1 · balance_after: Includes 242.0560 shares acquired pursuant to the Community Financial System, Inc. Dividend Reinvestment Plan.

Read SEC document
September 18, 2025 Filed Sep 22, 2025 15:36 UTC GrantDeferred Stock (Deferred Compensation) · Derivative 416.318 $59.75 $24,875.00
Disclosure

SEC source: 0000723188-25-000007 · form4.xml · derivative · entry 1

Sullivan Michele · CIK 0002009605 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,620.6326

Underlying: Common Stock · 416.318 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F1 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F1 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

Read SEC document
September 18, 2025 Filed Sep 22, 2025 15:30 UTC GrantPhantom Stock (Deferred Compensation) · Derivative 192.4686 $59.75 $11,500.00
Disclosure

SEC source: 0000723188-25-000003 · form4.xml · derivative · entry 1

Fesette Neil E. · CIK 0001485738 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,381.9333

Underlying: Common Stock · 192.4686 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F1 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F1 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

Read SEC document
September 18, 2025 Filed Sep 22, 2025 15:34 UTC GrantDeferred Stock (Deferred Compensation) · Derivative 351.4644 $59.75 $21,000.00
Disclosure

SEC source: 0000723188-25-000005 · form4.xml · derivative · entry 1

Singh Savneet · CIK 0001738659 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,014.6731

Underlying: Common Stock · 351.4644 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F1 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F1 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

Read SEC document
August 27, 2025 Filed Aug 28, 2025 15:27 UTC
LEVY JEFFREY MSVP & Chief Banking Officer
SaleCommon Stock 1,440 $61.38 $88,380.00
Disclosure

SEC source: 0001127602-25-021013 · form4.xml · nonDerivative · entry 1

LEVY JEFFREY M · CIK 0001384972 · SVP & Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,656.6389

Read SEC document
June 20, 2025 Filed Jun 24, 2025 19:22 UTC GrantPhantom Stock (Deferred Compensation) · Derivative 211.9816 $54.25 $11,500.00
Disclosure

SEC source: 0001127602-25-017961 · form4.xml · derivative · entry 1

Fesette Neil E. · CIK 0001485738 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,189.4647

Underlying: Common Stock · 211.9816 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F1 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F1 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F2 · balance_after: Includes 74.1117 units of phantom stock acquired on April 10, 2025 under the Plan's dividend reinvestment feature.

Read SEC document
June 20, 2025 Filed Jun 24, 2025 19:19 UTC GrantDeferred Stock (Deferred Compensation) · Derivative 476.977 $54.25 $25,876.00
Disclosure

SEC source: 0001127602-25-017959 · form4.xml · derivative · entry 1

Sullivan Michele · CIK 0002009605 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,204.3146

Underlying: Common Stock · 476.977 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F1 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F1 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F2 · balance_after: Includes 12.2453 units of phantom stock acquired on April 10, 2025 under the Plan's dividend reinvestment feature.

Read SEC document
June 20, 2025 Filed Jun 24, 2025 17:45 UTC GrantDeferred Stock (Deferred Compensation) · Derivative 354.8387 $54.25 $19,250.00
Disclosure

SEC source: 0001127602-25-017957 · form4.xml · derivative · entry 1

Singh Savneet · CIK 0001738659 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 663.2087

Underlying: Common Stock · 354.8387 shares

Expires not disclosed

F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F1 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

F1 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.

Read SEC document
May 02, 2025 Filed May 5, 2025 14:58 UTC
Wlos Marya BurgioEVP & Chief Financial Officer
GrantCommon Stock 2,266 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-013300 · form4.xml · nonDerivative · entry 1

Wlos Marya Burgio · CIK 0002063487 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,266

Read SEC document
April 15, 2025 Filed Apr 16, 2025 21:21 UTC Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative 1,181 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-012167 · form4.xml · derivative · entry 3

STEELE SALLY A · CIK 0001264816 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,235.7635

Underlying: Common Stock · 1,181 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan"). 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.

F2 · derivative.exercise_date: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan"). 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.

F2 · derivative.expiration_date: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan"). 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 · balance_after: Includes 10.4655 units of phantom stock acquired on April 10, 2025 under the Plan's dividend reinvestment feature.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.