Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMUNITY FINANCIAL SYSTEM, INC.CBU · Entity 4178 | Director | June 22, 2023 | June 22, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
COMMUNITY FINANCIAL SYSTEM, INC.
Report date June 22, 2023 · Filed June 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock (Deferred Compensation)SEC Table II · derivative / convertible security | Direct | 5,520.6478 |
Reported balance
After 2023-06-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-06-22 · Grant · Acquired 216.3951 · Balance 5,520.6478 F1: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MERCHANTS BANCSHARES INC
Report date May 12, 2017 · Filed May 16, 2017
Section 16 reporting ended · disclosed 2017-05-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-05-12 transaction · row 1
1 source rowRow 1 · 2017-05-12 · Disposition to issuer · Disposed 77,726 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 22, 2016 (the "Merger Agreement"), between Merchants Bancshares, Inc. ("Merchants") and Community Bank System, Inc. ("Community Bank System"). Pursuant to the Merger Agreement, in exchange for each share of Merchants common stock the reporting person could elect to receive (i) $40.00 per share in cash without interest, (ii) 0.9630 shares of Community Bank System common stock, or (iii) a combination of $12.00 per share in cash without interest and 0.6741 shares of Community Bank System common stock. F2: Any election by the reporting person is subject to proration procedures that are designed to ensure that the total amount of cash paid, and the total number of shares of Community Bank System common stock issued, in the merger will equal as nearly as practicable the total amount of cash and number of shares that would have been paid and issued if all of the Merchants stockholders received a combination of $12.00 per share in cash without interest and 0.6741 shares of Community Bank System common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 0 |
Reported balance
After 2017-05-12 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2017-05-12 · Disposition to issuer · Disposed 6,912 · Balance 0 F3: 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. F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 22, 2016 (the "Merger Agreement"), between Merchants Bancshares, Inc. ("Merchants") and Community Bank System, Inc. ("Community Bank System"). Pursuant to the Merger Agreement, in exchange for each share of Merchants common stock the reporting person could elect to receive (i) $40.00 per share in cash without interest, (ii) 0.9630 shares of Community Bank System common stock, or (iii) a combination of $12.00 per share in cash without interest and 0.6741 shares of Community Bank System common stock. F2: Any election by the reporting person is subject to proration procedures that are designed to ensure that the total amount of cash paid, and the total number of shares of Community Bank System common stock issued, in the merger will equal as nearly as practicable the total amount of cash and number of shares that would have been paid and issued if all of the Merchants stockholders received a combination of $12.00 per share in cash without interest and 0.6741 shares of Community Bank System common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 0 |
Reported balance
After 2017-05-12 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2017-05-12 · Disposition to issuer · Disposed 595 · Balance 0 F3: 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. F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 22, 2016 (the "Merger Agreement"), between Merchants Bancshares, Inc. ("Merchants") and Community Bank System, Inc. ("Community Bank System"). Pursuant to the Merger Agreement, in exchange for each share of Merchants common stock the reporting person could elect to receive (i) $40.00 per share in cash without interest, (ii) 0.9630 shares of Community Bank System common stock, or (iii) a combination of $12.00 per share in cash without interest and 0.6741 shares of Community Bank System common stock. F2: Any election by the reporting person is subject to proration procedures that are designed to ensure that the total amount of cash paid, and the total number of shares of Community Bank System common stock issued, in the merger will equal as nearly as practicable the total amount of cash and number of shares that would have been paid and issued if all of the Merchants stockholders received a combination of $12.00 per share in cash without interest and 0.6741 shares of Community Bank System common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy Child | 0 |
Reported balance
After 2017-05-12 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2017-05-12 · Disposition to issuer · Disposed 724 · Balance 0 F3: 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. F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 22, 2016 (the "Merger Agreement"), between Merchants Bancshares, Inc. ("Merchants") and Community Bank System, Inc. ("Community Bank System"). Pursuant to the Merger Agreement, in exchange for each share of Merchants common stock the reporting person could elect to receive (i) $40.00 per share in cash without interest, (ii) 0.9630 shares of Community Bank System common stock, or (iii) a combination of $12.00 per share in cash without interest and 0.6741 shares of Community Bank System common stock. F2: Any election by the reporting person is subject to proration procedures that are designed to ensure that the total amount of cash paid, and the total number of shares of Community Bank System common stock issued, in the merger will equal as nearly as practicable the total amount of cash and number of shares that would have been paid and issued if all of the Merchants stockholders received a combination of $12.00 per share in cash without interest and 0.6741 shares of Community Bank System common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2017-05-12 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2017-05-12 · Disposition to issuer · Disposed 1,260 · Balance 0 F3: 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. F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 22, 2016 (the "Merger Agreement"), between Merchants Bancshares, Inc. ("Merchants") and Community Bank System, Inc. ("Community Bank System"). Pursuant to the Merger Agreement, in exchange for each share of Merchants common stock the reporting person could elect to receive (i) $40.00 per share in cash without interest, (ii) 0.9630 shares of Community Bank System common stock, or (iii) a combination of $12.00 per share in cash without interest and 0.6741 shares of Community Bank System common stock. F2: Any election by the reporting person is subject to proration procedures that are designed to ensure that the total amount of cash paid, and the total number of shares of Community Bank System common stock issued, in the merger will equal as nearly as practicable the total amount of cash and number of shares that would have been paid and issued if all of the Merchants stockholders received a combination of $12.00 per share in cash without interest and 0.6741 shares of Community Bank System common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 22, 2016 (the "Merger Agreement"), between Merchants Bancshares, Inc. ("Merchants") and Community Bank System, Inc. ("Community Bank System"). Pursuant to the Merger Agreement, in exchange for each share of Merchants common stock the reporting person could elect to receive (i) $40.00 per share in cash without interest, (ii) 0.9630 shares of Community Bank System common stock, or (iii) a combination of $12.00 per share in cash without interest and 0.6741 shares of Community Bank System common stock.
F2: Any election by the reporting person is subject to proration procedures that are designed to ensure that the total amount of cash paid, and the total number of shares of Community Bank System common stock issued, in the merger will equal as nearly as practicable the total amount of cash and number of shares that would have been paid and issued if all of the Merchants stockholders received a combination of $12.00 per share in cash without interest and 0.6741 shares of Community Bank System common stock.
F3: 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.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 22, 2023 Filed Jun 22, 2023 18:44 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 216.3951 | $49.10 | $10,625.00 |
DisclosureSEC source: 0001127602-23-019225 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,520.6478 Underlying: Common Stock · 216.3951 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 19:21 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 695.4506 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-018958 · form4.xml · derivative · entry 5 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,971.135 Underlying: Common Stock · 695.4506 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 Bank 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 Bank 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 Bank 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 Bank 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 Bank 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 Bank System, Inc. common stock and will be settled in common stock at a predetermined date. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 19:21 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Compensation) · Derivative | 1,217.4306 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-018958 · form4.xml · derivative · entry 4 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,304.2527 Underlying: Common Stock · 1,217.4306 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. F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 19:21 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 695.4506 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-018958 · form4.xml · nonDerivative · entry 2 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,428.8812 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 |
| June 15, 2023 Filed Jun 20, 2023 19:21 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 1,217.4306 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-018958 · form4.xml · nonDerivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,733.4306 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 |
| March 16, 2023 Filed Mar 17, 2023 16:23 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 393.7373 | $53.97 | $21,250.00 |
DisclosureSEC source: 0001127602-23-010505 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,521.6833 Underlying: Common Stock · 393.7373 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| March 14, 2023 Filed Mar 15, 2023 20:16 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010289 · form4.xml · derivative · entry 3 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,666.5856 Underlying: Common Stock · 1,154 shares Expires not disclosed F5 · derivative.exercise_price: The reporting person has received deferred stock units under the Community Bank 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 Bank System, Inc. common stock and will be settled in common stock at a predetermined date. F5 · derivative.exercise_date: The reporting person has received deferred stock units under the Community Bank 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 Bank System, Inc. common stock and will be settled in common stock at a predetermined date. F5 · derivative.expiration_date: The reporting person has received deferred stock units under the Community Bank 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 Bank System, Inc. common stock and will be settled in common stock at a predetermined date. F6 · balance_after: Includes 93.5056 units of phantom stock acquired as dividend equivalents under the Plan. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 17:15 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Compensation under Merchants plan) · Derivative | 7,521 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-000774 · form4.xml · derivative · entry 5 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,488.2253 Underlying: Common Stock · 7,521 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. F3 · derivative.exercise_price: The units of phantom stock were acquired through Merchants deferred compensation plan. Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to such deferred compensation plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. F3 · derivative.exercise_date: The units of phantom stock were acquired through Merchants deferred compensation plan. Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to such deferred compensation plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. F3 · derivative.expiration_date: The units of phantom stock were acquired through Merchants deferred compensation plan. Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to such deferred compensation plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 17:15 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 7,521 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-000774 · form4.xml · nonDerivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,516 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 January 3, 2023, the reporting person's phantom stock units acquired under the Merchants Bancshares, Inc. ("Merchants") deferred compensation plan were settled for an equal number of shares of Community Bank System, Inc. common stock. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 20:33 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 355.5295 | $59.77 | $21,250.00 |
DisclosureSEC source: 0001127602-22-027799 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,983.4303 Underlying: Common Stock · 355.5295 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| September 22, 2022 Filed Sep 23, 2022 17:09 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 309.4538 | $64.63 | $20,000.00 |
DisclosureSEC source: 0001127602-22-022875 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,627.9008 Underlying: Common Stock · 309.4538 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| June 16, 2022 Filed Jun 17, 2022 19:44 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 319.2848 | $62.64 | $20,000.00 |
DisclosureSEC source: 0001127602-22-017747 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,318.447 Underlying: Common Stock · 319.2848 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| March 17, 2022 Filed Mar 18, 2022 20:08 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 275.2546 | $72.66 | $20,000.00 |
DisclosureSEC source: 0001127602-22-009950 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,999.1622 Underlying: Common Stock · 275.2546 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:09 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009757 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,419.08 Underlying: Common Stock · 644 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person has received deferred stock units under the Community Bank System, Inc. 2014 Long-Term Incentive Plan (the "Plan"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Bank 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 Bank System, Inc. 2014 Long-Term Incentive Plan (the "Plan"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Bank 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 Bank System, Inc. 2014 Long-Term Incentive Plan (the "Plan"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Bank System, Inc. common stock and will be settled in common stock at a predetermined date. F2 · balance_after: Includes 58.3671 units of phantom stock acquired as dividend equivalents under the Plan. Read SEC document |
| December 16, 2021 Filed Dec 17, 2021 20:44 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 261.2512 | $71.77 | $18,750.00 |
DisclosureSEC source: 0001127602-21-031323 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,699.4007 Underlying: Common Stock · 261.2512 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. F2 · balance_after: Includes 66.1518 units of phantom stock acquired under the Deferred Compensation Plan's dividend reinvestment feature. Read SEC document |
| September 16, 2021 Filed Sep 17, 2021 17:12 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 280.311 | $66.89 | $18,750.00 |
DisclosureSEC source: 0001127602-21-025449 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,371.9977 Underlying: Common Stock · 280.311 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 16:18 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 231.2531 | $81.08 | $18,750.00 |
DisclosureSEC source: 0001127602-21-020326 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,091.6867 Underlying: Common Stock · 231.2531 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| March 18, 2021 Filed Mar 22, 2021 21:18 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 237.8536 | $78.83 | $18,750.00 |
DisclosureSEC source: 0001127602-21-011686 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,860.4336 Underlying: Common Stock · 237.8536 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 00:52 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011254 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,705.2627 Underlying: Common Stock · 569 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person has received deferred stock units under the Community Bank System, Inc. 2014 Long-Term Incentive Plan. Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Bank 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 Bank System, Inc. 2014 Long-Term Incentive Plan. Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Bank 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 Bank System, Inc. 2014 Long-Term Incentive Plan. Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Bank System, Inc. common stock and will be settled in common stock at a predetermined date. F2 · balance_after: Includes 73.2781 units of phantom stock acquired as dividend equivalents under the 2014 Long-Term Incentive Compensation Program. Read SEC document |
| December 17, 2020 Filed Dec 18, 2020 20:32 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 306.1849 | $65.32 | $20,000.00 |
DisclosureSEC source: 0001127602-20-031958 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,547.8926 Underlying: Common Stock · 306.1849 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| October 28, 2020 Filed Oct 30, 2020 13:02 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 172 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-027683 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,062.9846 Underlying: Common Stock · 172 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person has received deferred stock units under the Community Bank System, Inc. 2014 Long-Term Incentive Plan. Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Bank 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 Bank System, Inc. 2014 Long-Term Incentive Plan. Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Bank 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 Bank System, Inc. 2014 Long-Term Incentive Plan. Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Bank System, Inc. common stock and will be settled in common stock at a predetermined date. Read SEC document |
| September 17, 2020 Filed Sep 18, 2020 16:21 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 344.7087 | $58.02 | $20,000.00 |
DisclosureSEC source: 0001127602-20-025420 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,241.7077 Underlying: Common Stock · 344.7087 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| June 18, 2020 Filed Jun 22, 2020 20:29 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 352.5472 | $56.73 | $20,000.00 |
DisclosureSEC source: 0001127602-20-020167 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,896.999 Underlying: Common Stock · 352.5472 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| March 19, 2020 Filed Mar 19, 2020 18:14 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 331.675 | $60.30 | $20,000.00 |
DisclosureSEC source: 0001127602-20-011409 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,544.4518 Underlying: Common Stock · 331.675 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 01:58 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 667 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011378 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,890.9846 Underlying: Common Stock · 667 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person has received deferred stock units under the Community Bank System, Inc. 2014 Long-Term Incentive Plan. Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Bank 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 Bank System, Inc. 2014 Long-Term Incentive Plan. Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Bank 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 Bank System, Inc. 2014 Long-Term Incentive Plan. Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Bank System, Inc. common stock and will be settled in common stock at a predetermined date. F2 · balance_after: Includes 7.0641 units of phantom stock acquired as dividend equivalents on January 10, 2020 under the 2014 Long-Term Incentive Compensation Program. Read SEC document |
| December 19, 2019 Filed Dec 23, 2019 15:17 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 265.882 | $70.52 | $18,750.00 |
DisclosureSEC source: 0001127602-19-035704 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,202.5514 Underlying: Common Stock · 265.882 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. F2 · balance_after: Includes 6.8649, 8.2692, and 11.2052 units of phantom stock acquired on April 10, July 10, and October 10, 2019, respectively under the Deferred Compensation Plan's dividend reinvestment feature. Read SEC document |
| September 19, 2019 Filed Sep 19, 2019 18:49 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 252.3684 | $64.39 | $16,250.00 |
DisclosureSEC source: 0001127602-19-028793 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,910.3301 Underlying: Common Stock · 252.3684 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| June 20, 2019 Filed Jun 21, 2019 17:22 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 254.2638 | $63.91 | $16,250.00 |
DisclosureSEC source: 0001127602-19-022521 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,657.9617 Underlying: Common Stock · 254.2638 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| March 21, 2019 Filed Mar 25, 2019 21:49 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 273.523 | $59.41 | $16,250.00 |
DisclosureSEC source: 0001127602-19-013137 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,403.6979 Underlying: Common Stock · 273.523 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| March 20, 2019 Filed Mar 20, 2019 21:27 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 576 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-012459 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,198.0014 Underlying: Common Stock · 576 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person has received deferred stock units under the Community Bank System, Inc. 2014 Long-Term Incentive Plan. Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Bank 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 Bank System, Inc. 2014 Long-Term Incentive Plan. Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Bank 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 Bank System, Inc. 2014 Long-Term Incentive Plan. Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Bank System, Inc. common stock and will be settled in common stock at a predetermined date. F2 · balance_after: Includes 11.0014 units of phantom stock acquired as dividend equivalents under the 2014 Long-Term Incentive Compensation Program. Read SEC document |
| December 20, 2018 Filed Dec 21, 2018 16:48 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 292.0036 | $55.65 | $16,250.00 |
DisclosureSEC source: 0001127602-18-037056 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,119.8321 Underlying: Common Stock · 292.0036 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| September 20, 2018 Filed Sep 21, 2018 19:39 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 255.9055 | $63.50 | $16,250.00 |
DisclosureSEC source: 0001127602-18-028206 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 827.8285 Underlying: Common Stock · 255.9055 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| June 28, 2018 Filed Jul 2, 2018 20:19 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 272.8799 | $59.55 | $16,250.00 |
DisclosureSEC source: 0001127602-18-022196 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 571.923 Underlying: Common Stock · 272.8799 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| March 22, 2018 Filed Mar 26, 2018 18:22 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 299.0431 | $54.34 | $16,250.00 |
DisclosureSEC source: 0001127602-18-012729 · form4.xml · derivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299.0431 Underlying: Common Stock · 299.0431 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank 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 Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| March 20, 2018 Filed Mar 23, 2018 00:00 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 611 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-012599 · form4.xml · derivative · entry 3 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 611 Underlying: Common Stock · 611 shares Expires not disclosed F2 · derivative.exercise_price: The reporting person has received deferred stock units under the Community Bank System, Inc. 2014 Long-Term Incentive Plan. Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Bank 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 Bank System, Inc. 2014 Long-Term Incentive Plan. Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Bank 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 Bank System, Inc. 2014 Long-Term Incentive Plan. Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Bank System, Inc. common stock and will be settled in common stock at a predetermined date. Read SEC document |
| December 22, 2017 Filed Dec 27, 2017 21:53 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 405 | $54.72 | $22,162.01 |
DisclosureSEC source: 0001127602-17-035539 · form4.xml · nonDerivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 0 F1 · 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. Read SEC document |
| May 12, 2017 Filed May 16, 2017 18:55 UTC | MERCHANTS BANCSHARES INC MBVT · Entity 176117 | Disposition to issuerCommon Stock | 1,260 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-17-033252 · a4.xml · nonDerivative · entry 5 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 F3 · shares: 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. F1 · price: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 22, 2016 (the "Merger Agreement"), between Merchants Bancshares, Inc. ("Merchants") and Community Bank System, Inc. ("Community Bank System"). Pursuant to the Merger Agreement, in exchange for each share of Merchants common stock the reporting person could elect to receive (i) $40.00 per share in cash without interest, (ii) 0.9630 shares of Community Bank System common stock, or (iii) a combination of $12.00 per share in cash without interest and 0.6741 shares of Community Bank System common stock. F2 · price: Any election by the reporting person is subject to proration procedures that are designed to ensure that the total amount of cash paid, and the total number of shares of Community Bank System common stock issued, in the merger will equal as nearly as practicable the total amount of cash and number of shares that would have been paid and issued if all of the Merchants stockholders received a combination of $12.00 per share in cash without interest and 0.6741 shares of Community Bank System common stock. Read SEC document |
| May 12, 2017 Filed May 16, 2017 18:55 UTC | MERCHANTS BANCSHARES INC MBVT · Entity 176117 | Disposition to issuerCommon Stock | 724 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-17-033252 · a4.xml · nonDerivative · entry 4 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Child Disclosed balance after: 0 F3 · shares: 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. F1 · price: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 22, 2016 (the "Merger Agreement"), between Merchants Bancshares, Inc. ("Merchants") and Community Bank System, Inc. ("Community Bank System"). Pursuant to the Merger Agreement, in exchange for each share of Merchants common stock the reporting person could elect to receive (i) $40.00 per share in cash without interest, (ii) 0.9630 shares of Community Bank System common stock, or (iii) a combination of $12.00 per share in cash without interest and 0.6741 shares of Community Bank System common stock. F2 · price: Any election by the reporting person is subject to proration procedures that are designed to ensure that the total amount of cash paid, and the total number of shares of Community Bank System common stock issued, in the merger will equal as nearly as practicable the total amount of cash and number of shares that would have been paid and issued if all of the Merchants stockholders received a combination of $12.00 per share in cash without interest and 0.6741 shares of Community Bank System common stock. Read SEC document |
| May 12, 2017 Filed May 16, 2017 18:55 UTC | MERCHANTS BANCSHARES INC MBVT · Entity 176117 | Disposition to issuerCommon Stock | 595 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-17-033252 · a4.xml · nonDerivative · entry 3 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 0 F3 · shares: 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. F1 · price: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 22, 2016 (the "Merger Agreement"), between Merchants Bancshares, Inc. ("Merchants") and Community Bank System, Inc. ("Community Bank System"). Pursuant to the Merger Agreement, in exchange for each share of Merchants common stock the reporting person could elect to receive (i) $40.00 per share in cash without interest, (ii) 0.9630 shares of Community Bank System common stock, or (iii) a combination of $12.00 per share in cash without interest and 0.6741 shares of Community Bank System common stock. F2 · price: Any election by the reporting person is subject to proration procedures that are designed to ensure that the total amount of cash paid, and the total number of shares of Community Bank System common stock issued, in the merger will equal as nearly as practicable the total amount of cash and number of shares that would have been paid and issued if all of the Merchants stockholders received a combination of $12.00 per share in cash without interest and 0.6741 shares of Community Bank System common stock. Read SEC document |
| May 12, 2017 Filed May 16, 2017 18:55 UTC | MERCHANTS BANCSHARES INC MBVT · Entity 176117 | Disposition to issuerCommon Stock | 6,912 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-17-033252 · a4.xml · nonDerivative · entry 2 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F3 · shares: 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. F1 · price: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 22, 2016 (the "Merger Agreement"), between Merchants Bancshares, Inc. ("Merchants") and Community Bank System, Inc. ("Community Bank System"). Pursuant to the Merger Agreement, in exchange for each share of Merchants common stock the reporting person could elect to receive (i) $40.00 per share in cash without interest, (ii) 0.9630 shares of Community Bank System common stock, or (iii) a combination of $12.00 per share in cash without interest and 0.6741 shares of Community Bank System common stock. F2 · price: Any election by the reporting person is subject to proration procedures that are designed to ensure that the total amount of cash paid, and the total number of shares of Community Bank System common stock issued, in the merger will equal as nearly as practicable the total amount of cash and number of shares that would have been paid and issued if all of the Merchants stockholders received a combination of $12.00 per share in cash without interest and 0.6741 shares of Community Bank System common stock. Read SEC document |
| May 12, 2017 Filed May 16, 2017 18:55 UTC | MERCHANTS BANCSHARES INC MBVT · Entity 176117 | Disposition to issuerCommon Stock | 77,726 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-17-033252 · a4.xml · nonDerivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Merger, dated as of October 22, 2016 (the "Merger Agreement"), between Merchants Bancshares, Inc. ("Merchants") and Community Bank System, Inc. ("Community Bank System"). Pursuant to the Merger Agreement, in exchange for each share of Merchants common stock the reporting person could elect to receive (i) $40.00 per share in cash without interest, (ii) 0.9630 shares of Community Bank System common stock, or (iii) a combination of $12.00 per share in cash without interest and 0.6741 shares of Community Bank System common stock. F2 · price: Any election by the reporting person is subject to proration procedures that are designed to ensure that the total amount of cash paid, and the total number of shares of Community Bank System common stock issued, in the merger will equal as nearly as practicable the total amount of cash and number of shares that would have been paid and issued if all of the Merchants stockholders received a combination of $12.00 per share in cash without interest and 0.6741 shares of Community Bank System common stock. Read SEC document |
| May 04, 2017 Filed May 8, 2017 16:27 UTC | MERCHANTS BANCSHARES INC MBVT · Entity 176117 | GrantCommon Stock | 127 | $51.05 | $6,483.35 |
DisclosureSEC source: 0001104659-17-030675 · a4.xml · nonDerivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,726 F1 · shares: Represents shares of common stock underlying phantom stock units granted in accordance with the terms of the Issuer's 2008 Compensation Plan for Non-Employee Directors and Trustees (the "Plan"). Each phantom stock unit represents a contingent right to receive one share of the Issuer's common stock. The shares of phantom stock will become payable in common stock in seven equal annual installments commencing on the Reporting Person's 65th birthday and are subject to partial forfeiture by the Reporting Person, all as more fully described in the Plan. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 17:07 UTC | MERCHANTS BANCSHARES INC MBVT · Entity 176117 | GrantCommon Stock | 326 | $48.20 | $15,713.20 |
DisclosureSEC source: 0001104659-17-021723 · a4.xml · nonDerivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,599 F1 · shares: Represents shares of common stock underlying phantom stock units granted in accordance with the terms of the Issuer's 2008 Compensation Plan for Non-Employee Directors and Trustees (the "Plan"). Each phantom stock unit represents a contingent right to receive one share of the Issuer's common stock. The shares of phantom stock will become payable in common stock in seven equal annual installments commencing on the Reporting Person's 65th birthday and are subject to partial forfeiture by the Reporting Person, all as more fully described in the Plan. Read SEC document |
| January 20, 2017 Filed Jan 26, 2017 16:08 UTC | MERCHANTS BANCSHARES INC MBVT · Entity 176117 | GrantCommon Stock | 348 | $52.35 | $18,217.80 |
DisclosureSEC source: 0001104659-17-004291 · a4.xml · nonDerivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,923 F1 · shares: Represents shares of common stock underlying phantom stock units granted in accordance with the terms of the Issuer's 2008 Compensation Plan for Non-Employee Directors and Trustees (the "Plan"). Each phantom stock unit represents a contingent right to receive one share of the Issuer's common stock. The shares of phantom stock will become payable in common stock in seven equal annual installments commencing on the Reporting Person's 65th birthday and are subject to partial forfeiture by the Reporting Person, all as more fully described in the Plan. Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 16:02 UTC | MERCHANTS BANCSHARES INC MBVT · Entity 176117 | GrantCommon Stock | 487 | $32.56 | $15,856.72 |
DisclosureSEC source: 0001179110-16-030952 · edgar.xml · nonDerivative · entry 1 DAVIS JEFFREY L · CIK 0001220435 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,575 F1 · shares: Represents shares of common stock underlying phantom stock units granted in accordance with the terms of the Issuer's 2008 Compensation Plan for Non-Employee Directors and Trustees (the "Plan"). Each phantom stock unit represents a contingent right to receive one share of the Issuer's common stock. The shares of phantom stock will become payable in common stock in seven equal annual installments commencing on the Reporting Person's 65th birthday and are subject to partial forfeiture by the Reporting Person, all as more fully described in the Plan. 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.