Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMUNITY FINANCIAL SYSTEM, INC.CBU · Entity 4178 | Director | September 17, 2026 | September 18, 2026 |
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 September 17, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock (Deferred Compensation)SEC Table II · derivative / convertible security | Direct | 983.8701 |
Reported balance
After 2026-09-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-17 · Grant · Acquired 346.5031 · Balance 983.8701 F1: 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 ("DCP for Directors") will be settled in Community Financial 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 Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan ("DCP for Directors") will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.
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 |
|---|---|---|---|---|---|---|
| September 17, 2026 Filed Sep 18, 2026 13:33 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantDeferred Stock (Deferred Compensation) · Derivative | 346.5031 | $62.77 | $21,750.00 |
DisclosureSEC source: 0000723188-26-000114 · form4.xml · derivative · entry 1 Vaccaro John A · CIK 0002090100 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 983.8701 Underlying: Common Stock · 346.5031 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 ("DCP for Directors") 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 ("DCP for Directors") 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 ("DCP for Directors") will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| August 27, 2026 Filed Aug 28, 2026 16:26 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | PurchaseCommon Stock | 317 | $63.11 | $20,005.87 |
DisclosureSEC source: 0000723188-26-000108 · form4.xml · nonDerivative · entry 1 Vaccaro John A · CIK 0002090100 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 492 Read SEC document |
| June 18, 2026 Filed Jun 18, 2026 19:41 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantDeferred Stock (Deferred Compensation) · Derivative | 320.4605 | $61.24 | $19,625.00 |
DisclosureSEC source: 0000723188-26-000100 · form4.xml · derivative · entry 1 Vaccaro John A · CIK 0002090100 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 635.1521 Underlying: Common Stock · 320.4605 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 ("DCP for Directors") 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 ("DCP for Directors") 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 ("DCP for Directors") will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| March 19, 2026 Filed Mar 19, 2026 15:55 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantDeferred Stock (Deferred Compensation) · Derivative | 314.6916 | $55.61 | $17,500.00 |
DisclosureSEC source: 0000723188-26-000067 · form4.xml · derivative · entry 1 Vaccaro John A · CIK 0002090100 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 314.6916 Underlying: Common Stock · 314.6916 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 ("DCP for Directors") 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 ("DCP for Directors") 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 ("DCP for Directors") will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 16:54 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000723188-26-000055 · form4.xml · derivative · entry 1 Vaccaro John A · CIK 0002090100 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,220 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. 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.