Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMUNITY FINANCIAL SYSTEM, INC.CBU · Entity 4178 | Director | August 24, 2026 | August 26, 2026 |
| SELECTIVE INSURANCE GROUP INCSIGI · Entity 3856 | EVP, COO, Standard Lines | February 07, 2025 | February 10, 2025 |
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 August 24, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 515 |
Reported balance
After 2026-08-24 transaction · row 1
1 source rowRow 1 · 2026-08-24 · Purchase · Acquired 476 · Balance 515 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $63.1899 to $63.5989, inclusive. The reporting person undertakes to provide Community Financial System, Inc., any security holder of Community Financial System, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. |
| Phantom Stock (Deferred Stock Units)SEC Table II · derivative / convertible security | Direct | 1,228.5864 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 1,228.5864 F2: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "LTIP"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date. F3: Includes 8.5864 units of phantom stock acquired as dividend equivalents on July 10, 2026 under the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $63.1899 to $63.5989, inclusive. The reporting person undertakes to provide Community Financial System, Inc., any security holder of Community Financial System, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
F2: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "LTIP"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date.
F3: Includes 8.5864 units of phantom stock acquired as dividend equivalents on July 10, 2026 under the Plan.
SELECTIVE INSURANCE GROUP INC
Report date February 07, 2025 · Filed February 10, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,771.6412 |
Ending reported balance
After 2025-02-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-07 · Grant · Acquired 6,073.1028 · Balance 16,583.6412 F1: Includes 243.1028 dividend equivalent units. Each dividend equivalent unit is the economic equivalent of one share of Selective Insurance Group, Inc. common stock. Row 2 · 2025-02-07 · Tax withholding · Disposed 1,812 · Balance 14,771.6412 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 243.1028 dividend equivalent units. Each dividend equivalent unit is the economic equivalent of one share of Selective Insurance Group, Inc. common stock.
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 |
|---|---|---|---|---|---|---|
| August 24, 2026 Filed Aug 26, 2026 16:07 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | PurchaseCommon Stock | 476 | $63.59 | $30,271.03 |
DisclosureSEC source: 0000723188-26-000106 · form4.xml · nonDerivative · entry 1 Hall Brenda M · CIK 0001891706 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 515 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $63.1899 to $63.5989, inclusive. The reporting person undertakes to provide Community Financial System, Inc., any security holder of Community Financial System, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 15:54 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000723188-26-000051 · form4.xml · derivative · entry 1 Hall Brenda M · CIK 0001891706 · 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 |
| February 07, 2025 Filed Feb 10, 2025 22:18 UTC | SELECTIVE INSURANCE GROUP INC SIGI · Entity 3856 | Tax withholdingCommon Stock | 1,812 | $85.24 | $154,454.88 |
DisclosureSEC source: 0001225208-25-001490 · doc4.xml · nonDerivative · entry 2 Hall Brenda M · CIK 0001891706 · EVP, COO, Standard Lines 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,771.6412 Read SEC document |
| February 07, 2025 Filed Feb 10, 2025 22:18 UTC | SELECTIVE INSURANCE GROUP INC SIGI · Entity 3856 | GrantCommon Stock | 6,073.1028 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-001490 · doc4.xml · nonDerivative · entry 1 Hall Brenda M · CIK 0001891706 · EVP, COO, Standard Lines 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,583.6412 F1 · shares: Includes 243.1028 dividend equivalent units. Each dividend equivalent unit is the economic equivalent of one share of Selective Insurance Group, Inc. common stock. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 21:03 UTC | SELECTIVE INSURANCE GROUP INC SIGI · Entity 3856 | SaleCommon Stock | 2,626 | $105.88 | $278,033.79 |
DisclosureSEC source: 0001225208-24-003588 · doc4.xml · nonDerivative · entry 1 Hall Brenda M · CIK 0001891706 · EVP, COO, Standard Lines 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,510.5384 F1 · price: Represents the weighted average sale price. The highest price at which shares were sold was $105.9250 and the lowest price at which shares were sold was $105.8506. The reporting person hereby undertakes to provide upon request to the SEC's staff, the issuer or its security holders, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 21:06 UTC | SELECTIVE INSURANCE GROUP INC SIGI · Entity 3856 | Tax withholdingCommon Stock | 1,807 | $96.80 | $174,917.60 |
DisclosureSEC source: 0001225208-24-001483 · doc4.xml · nonDerivative · entry 1 Hall Brenda M · CIK 0001891706 · EVP, COO, Standard Lines 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,136.5384 F1 · balance_after: Includes 56.7563 dividend equivalent units. Each dividend equivalent unit is the economic equivalent of one share of Selective Insurance Group, Inc. common stock. Read SEC document |
| March 06, 2023 Filed Mar 7, 2023 21:39 UTC | SELECTIVE INSURANCE GROUP INC SIGI · Entity 3856 | SaleCommon Stock | 547 | $99.99 | $54,693.11 |
DisclosureSEC source: 0001225208-23-003521 · doc4.xml · nonDerivative · entry 2 Hall Brenda M · CIK 0001891706 · EVP, COO, Standard Lines 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) plan Disclosed balance after: 0 F2 · shares: Includes 1.6286 shares acquired in Ms. Hall's 401(k) account since the date of the reporting person's last ownership report. F3 · price: Represents the weighted average sale price. The highest price at which shares were sold was $100.17 and the lowest price at which shares were sold was $99.80. The reporting person hereby undertakes to provide upon request to the SEC's staff, the issuer or its security holders, full information regarding the number of shares sold at each separate price. F4 · balance_after: Reflects the liquidation of a 0.7264 fractional holding. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 21:39 UTC | SELECTIVE INSURANCE GROUP INC SIGI · Entity 3856 | SaleCommon Stock | 2,641 | $100.00 | $264,100.00 |
DisclosureSEC source: 0001225208-23-003521 · doc4.xml · nonDerivative · entry 1 Hall Brenda M · CIK 0001891706 · EVP, COO, Standard Lines 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,886.7821 F1 · balance_after: Includes 17.6912 dividend equivalent units. Each dividend equivalent unit is the economic equivalent of one share of Selective Insurance Group, Inc. common stock. Read SEC document |
| February 03, 2023 Filed Feb 6, 2023 21:04 UTC | SELECTIVE INSURANCE GROUP INC SIGI · Entity 3856 | Tax withholdingCommon Stock | 1,171 | $100.90 | $118,153.90 |
DisclosureSEC source: 0001225208-23-001345 · doc4.xml · nonDerivative · entry 1 Hall Brenda M · CIK 0001891706 · EVP, COO, Standard Lines 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,510.0909 F1 · balance_after: Includes 30.639 dividend equivalent units. Each dividend equivalent unit is the economic equivalent of one share of Selective Insurance Group, Inc. common stock. Read SEC document |
| November 28, 2022 Filed Nov 29, 2022 21:56 UTC | SELECTIVE INSURANCE GROUP INC SIGI · Entity 3856 | SaleCommon Stock | 2,813 | $95.11 | $267,550.90 |
DisclosureSEC source: 0001225208-22-011978 · doc4.xml · nonDerivative · entry 1 Hall Brenda M · CIK 0001891706 · EVP, COO, Standard Lines 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,650.4519 F1 · price: Represents the weighted average sale price. The highest price at which shares were sold was $95.1300 and the lowest price at which shares were sold was $95.0600. The reporting person hereby undertakes to provide upon request to the SEC's staff, the issuer or its security holders, full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes 5.7169 shares acquired in Ms. Hall's 401(k) account and 101.8369 dividend equivalent units. Each dividend equivalent unit is the economic equivalent of one share of Selective Insurance Group, Inc. common stock. Read SEC document |
| February 07, 2022 Filed Feb 8, 2022 21:12 UTC | SELECTIVE INSURANCE GROUP INC SIGI · Entity 3856 | SaleCommon Stock | 0.736 | $77.13 | $56.77 |
DisclosureSEC source: 0001225208-22-001611 · doc4.xml · nonDerivative · entry 2 Hall Brenda M · CIK 0001891706 · EVP, CL Chief Op Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,361.615 Read SEC document |
| February 04, 2022 Filed Feb 8, 2022 21:12 UTC | SELECTIVE INSURANCE GROUP INC SIGI · Entity 3856 | Tax withholdingCommon Stock | 766 | $76.56 | $58,644.96 |
DisclosureSEC source: 0001225208-22-001611 · doc4.xml · nonDerivative · entry 1 Hall Brenda M · CIK 0001891706 · EVP, CL Chief Op Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,362.351 Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 21:37 UTC | SELECTIVE INSURANCE GROUP INC SIGI · Entity 3856 | GrantCommon Stock | 9,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-001412 · doc4.xml · nonDerivative · entry 1 Hall Brenda M · CIK 0001891706 · EVP, CL Chief Op Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,128.351 F1 · shares: Shares reported represent the issuance of securities based on the satisfaction of performance criteria of performance-based restricted stock units granted on February 3, 2020 and February 1, 2021. F2 · balance_after: Includes 194.9766 dividend equivalent units. Each dividend equivalent unit is the economic equivalent of one share of Selective Insurance Group, Inc. common stock. 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.