person · Reporting owner
Lemchak Joseph Jonathon
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMUNITY FINANCIAL SYSTEM, INC.CBU · Entity 4178 | SVP, Chief Investment Officer | March 15, 2022 | March 16, 2022 |
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 March 15, 2022 · Filed March 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,068 |
Reported balance
After 2022-03-15 transaction · row 1
1 source rowRow 1 · 2022-03-15 · Grant · Acquired 315 · Balance 2,068 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $72.51 · Expires 2032-03-15 | Direct | 1,268 |
Reported balance
After 2022-03-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-03-15 · Grant · Acquired 1,268 · Balance 1,268 F2: The option vests ratably on March 15, 2023, 2024, 2025, 2026, and 2027. |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 3,374.0969 |
Reported balance
Holding disclosure · report date 2022-03-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,374.0969 F1: The number of shares reported herein acquired pursuant to Community Bank System, Inc.'s 401(k) Plan and are based on a current plan statement. |
Filing footnotes · ownership attribution and instrument terms
F1: The number of shares reported herein acquired pursuant to Community Bank System, Inc.'s 401(k) Plan and are based on a current plan statement.
F2: The option vests ratably on March 15, 2023, 2024, 2025, 2026, and 2027.
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 |
|---|---|---|---|---|---|---|
| March 15, 2022 Filed Mar 16, 2022 21:25 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 1,268 | $0.00 Strike: $72.51 | $0.00 |
DisclosureSEC source: 0001127602-22-009513 · form4.xml · derivative · entry 3 Lemchak Joseph Jonathon · CIK 0001307023 · SVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,268 Underlying: Common Stock · 1,268 shares Expires 2032-03-15 F2 · derivative.exercise_date: The option vests ratably on March 15, 2023, 2024, 2025, 2026, and 2027. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 21:25 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantCommon Stock | 315 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009513 · form4.xml · nonDerivative · entry 1 Lemchak Joseph Jonathon · CIK 0001307023 · SVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,068 Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 22:53 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 226 | $72.94 | $16,484.44 |
DisclosureSEC source: 0001127602-22-008648 · form4.xml · nonDerivative · entry 1 Lemchak Joseph Jonathon · CIK 0001307023 · SVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,753 F1 · kind: The number of shares reported herein acquired pursuant to Community Bank System, Inc.'s 401(k) Plan and are based on a current plan statement. Read SEC document |
| March 16, 2021 Filed Mar 17, 2021 22:32 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 1,807 | $0.00 Strike: $79.66 | $0.00 |
DisclosureSEC source: 0001127602-21-011178 · form4.xml · derivative · entry 3 Lemchak Joseph Jonathon · CIK 0001307023 · SVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,807 Underlying: Common Stock · 1,807 shares Expires 2031-03-16 F2 · derivative.exercise_date: The option vests ratably on March 16, 2022, 2023, 2024, 2025, and 2026. Read SEC document |
| March 16, 2021 Filed Mar 17, 2021 22:32 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantCommon Stock | 418 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011178 · form4.xml · nonDerivative · entry 1 Lemchak Joseph Jonathon · CIK 0001307023 · SVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,979 Read SEC document |
| March 05, 2021 Filed Mar 8, 2021 22:07 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 228 | $71.19 | $16,231.32 |
DisclosureSEC source: 0001127602-21-009725 · form4.xml · nonDerivative · entry 1 Lemchak Joseph Jonathon · CIK 0001307023 · SVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,561 F1 · kind: Payment of tax liability associated with the vesting of restricted stock award. 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.