Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMUNITY FINANCIAL SYSTEM, INC.CBU · Entity 4178 | Director | June 25, 2026 | June 29, 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 June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 94,060 |
Reported balance
After 2026-06-25 transaction · row 1
1 source rowRow 1 · 2026-06-25 · Sale · Disposed 12,190.833 · Balance 94,060 |
| Common StockSEC Table I · non-derivative | IndirectBy Austin Bolus Trust | 5,938.86 |
Reported balance
Holding disclosure · report date 2026-06-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,938.86 |
| Common StockSEC Table I · non-derivative | IndirectBy Mark Bolus Trust | 8,130.863 |
Reported balance
Holding disclosure · report date 2026-06-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 8,130.863 |
| Common StockSEC Table I · non-derivative | IndirectBy Noah Bolus Trust | 5,938.86 |
Reported balance
Holding disclosure · report date 2026-06-25 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,938.86 |
| Common StockSEC Table I · non-derivative | IndirectBy Paige Bolus Trust | 5,938.86 |
Reported balance
Holding disclosure · report date 2026-06-25 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 5,938.86 |
| Common StockSEC Table I · non-derivative | IndirectBy Taylor Bolus Trust | 5,938.86 |
Reported balance
Holding disclosure · report date 2026-06-25 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 5,938.86 |
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 25, 2026 Filed Jun 29, 2026 15:13 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 12,190.833 | $67.00 | $816,785.81 |
DisclosureSEC source: 0000723188-26-000104 · form4.xml · nonDerivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,060 Read SEC document |
| March 17, 2026 Filed Mar 19, 2026 15:13 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000723188-26-000064 · form4.xml · derivative · entry 7 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,758.2915 Underlying: Common Stock · 1,220 shares Expires not disclosed F4 · derivative.exercise_price: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "LTIP"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date. F4 · derivative.exercise_date: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "LTIP"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date. F4 · derivative.expiration_date: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "LTIP"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date. F5 · balance_after: Includes 19.1578, 21.1856, and 19.4356 units of phantom stock acquired on July 10, 2025, October 10, 2025, and January 12, 2026 under the LTIP's dividend reinvestment feature. Read SEC document |
| April 14, 2025 Filed Apr 16, 2025 19:41 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-012106 · form4.xml · derivative · entry 11 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,478.5125 Underlying: Common Stock · 12 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date. F2 · derivative.exercise_date: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date. F2 · derivative.expiration_date: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date. F3 · balance_after: Includes 23.883 units of phantom stock acquired on April 10, 2025 under the Plan's dividend reinvestment feature. Read SEC document |
| April 14, 2025 Filed Apr 16, 2025 19:41 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-012106 · form4.xml · nonDerivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,827.699 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 April 14, 2025, the reporting person's deferred stock units were settled for 12 shares of Community Financial System, Inc. common stock, and .7835 shares were settled in cash at the price of $51.47 per share. Read SEC document |
| March 19, 2025 Filed Mar 20, 2025 15:34 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 1,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010083 · form4.xml · derivative · entry 8 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,467.413 Underlying: Common Stock · 1,430 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. F5 · derivative.exercise_price: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date. F5 · derivative.exercise_date: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date. F5 · derivative.expiration_date: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date. Read SEC document |
| March 19, 2025 Filed Mar 20, 2025 15:34 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 1,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010083 · form4.xml · nonDerivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,815.699 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 · shares: On March 19, 2025, the reporting person's phantom stock units were settled for 1,430 shares of Community Financial System, Inc. common stock, and .3732 shares were settled in cash at the price of $58.10 per share. F2 · balance_after: Includes 616.63 shares acquired on January 10, 2025 pursuant to the Community Financial System, Inc. Dividend Reinvestment Plan. Read SEC document |
| March 18, 2025 Filed Mar 20, 2025 15:34 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010083 · form4.xml · derivative · entry 7 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,897.7862 Underlying: Common Stock · 1,225 shares Expires not disclosed F5 · derivative.exercise_price: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date. F5 · derivative.exercise_date: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date. F5 · derivative.expiration_date: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 20:44 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 712 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001422 · form4.xml · derivative · entry 7 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,672.7862 Underlying: Common Stock · 712 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. F5 · derivative.exercise_price: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date. F5 · derivative.exercise_date: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date. F5 · derivative.expiration_date: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date. F6 · balance_after: Includes 103.1993 units of phantom stock acquired as dividend equivalents under the Plan. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 20:44 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 712 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001422 · form4.xml · nonDerivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,769.069 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 15, 2025, the reporting person's deferred stock units were settled for 712 shares of Community Financial System, Inc. common stock, and .0872 shares were settled in cash at the price of $61.60 per share. F2 · balance_after: Includes 2,129.519 shares acquired pursuant to the Community Financial System, Inc. Dividend Reinvestment Plan. Read SEC document |
| November 06, 2024 Filed Nov 7, 2024 20:46 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 1,969 | $0.00 Strike: $35.36 | $0.00 |
DisclosureSEC source: 0001127602-24-026696 · form4.xml · derivative · entry 6 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,969 shares Expires 2025-03-18 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 |
| November 06, 2024 Filed Nov 7, 2024 20:46 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 2,123 | $0.00 Strike: $38.02 | $0.00 |
DisclosureSEC source: 0001127602-24-026696 · form4.xml · derivative · entry 5 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,123 shares Expires 2026-03-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 06, 2024 Filed Nov 7, 2024 20:46 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 1,900 | $70.66 | $134,252.48 |
DisclosureSEC source: 0001127602-24-026696 · form4.xml · nonDerivative · entry 4 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,927.55 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.50 to $70.945, inclusive. The reporting person undertakes to provide Community Financial System, Inc., any security holder of Community Financial System, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 06, 2024 Filed Nov 7, 2024 20:46 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 2,192 | $69.54 | $152,433.21 |
DisclosureSEC source: 0001127602-24-026696 · form4.xml · nonDerivative · entry 3 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,827.55 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.15 to $70.03, inclusive. The reporting person undertakes to provide Community Financial System, Inc., any security holder of Community Financial System, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 06, 2024 Filed Nov 7, 2024 20:46 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 1,969 | $35.36 | $69,623.84 |
DisclosureSEC source: 0001127602-24-026696 · form4.xml · nonDerivative · entry 2 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,019.55 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 |
| November 06, 2024 Filed Nov 7, 2024 20:46 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 2,123 | $38.02 | $80,716.46 |
DisclosureSEC source: 0001127602-24-026696 · form4.xml · nonDerivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,050.55 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 19, 2024 Filed Mar 20, 2024 22:02 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010840 · form4.xml · derivative · entry 7 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,281.6741 Underlying: Common Stock · 1,395 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 70.518 units of phantom stock acquired as dividend equivalents under the Plan. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 19:43 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 3,631 | $0.00 Strike: $37.77 | $0.00 |
DisclosureSEC source: 0001127602-24-006519 · form4.xml · derivative · entry 12 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,631 shares Expires 2024-03-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 19:43 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 3,631 | $45.00 | $163,395.00 |
DisclosureSEC source: 0001127602-24-006519 · form4.xml · nonDerivative · entry 2 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,363.602 Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 19:43 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 3,631 | $37.77 | $137,142.87 |
DisclosureSEC source: 0001127602-24-006519 · form4.xml · nonDerivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,994.602 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 |
| September 21, 2023 Filed Oct 25, 2023 20:09 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | OtherCommon Stock | 11,210.54 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-026226 · form4.xml · nonDerivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,363.602 Read SEC document |
| March 14, 2023 Filed Mar 14, 2023 22:31 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010133 · form4.xml · derivative · entry 13 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,816.1561 Underlying: Common Stock · 1,154 shares Expires not disclosed 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. F3 · balance_after: Includes 29.4974 units of phantom stock acquired as dividend equivalents under the Plan. Read SEC document |
| March 13, 2023 Filed Mar 14, 2023 22:31 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 468 | $0.00 Strike: $29.79 | $0.00 |
DisclosureSEC source: 0001127602-23-010133 · form4.xml · derivative · entry 12 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 468 shares Expires 2023-03-19 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 13, 2023 Filed Mar 14, 2023 22:31 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 468 | $52.87 | $24,744.52 |
DisclosureSEC source: 0001127602-23-010133 · form4.xml · nonDerivative · entry 2 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,153.062 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.84 to $52.905, inclusive. The reporting person undertakes to provide Community Bank System, Inc., any security holder of Community Bank System, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 13, 2023 Filed Mar 14, 2023 22:31 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 468 | $29.79 | $13,941.72 |
DisclosureSEC source: 0001127602-23-010133 · form4.xml · nonDerivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,621.062 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 01, 2023 Filed Mar 3, 2023 21:28 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 4,163 | $0.00 Strike: $29.79 | $0.00 |
DisclosureSEC source: 0001127602-23-008716 · form4.xml · derivative · entry 12 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468 Underlying: Common Stock · 4,163 shares Expires 2023-03-19 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 01, 2023 Filed Mar 3, 2023 21:28 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 4,163 | $60.54 | $252,023.86 |
DisclosureSEC source: 0001127602-23-008716 · form4.xml · nonDerivative · entry 2 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,153.062 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.50 to $60.5623, inclusive. The reporting person undertakes to provide Community Bank System, Inc., any security holder of Community Bank System, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:28 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 4,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008716 · form4.xml · nonDerivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,316.062 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 · balance_after: Includes 1,687.6874 shares acquired pursuant to the Community Bank System, Inc. Dividend Reinvestment Plan. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 20:30 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 590.6526 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-027798 · form4.xml · derivative · entry 11 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 632.6587 Underlying: Common Stock · 590.6526 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: 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. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 20:30 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 590.6526 | $59.77 | $35,303.31 |
DisclosureSEC source: 0001127602-22-027798 · form4.xml · nonDerivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,465.3746 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 15, 2022 Filed Mar 17, 2022 21:01 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009751 · form4.xml · derivative · entry 11 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,223.3113 Underlying: Common Stock · 644 shares Expires not disclosed F6 · 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. F6 · 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. F6 · 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. F7 · balance_after: Includes 3.1779 units of phantom stock acquired as dividend equivalents under the Plan. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:46 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 899.2745 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031324 · form4.xml · derivative · entry 11 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 576.1334 Underlying: Common Stock · 899.2745 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: 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 21.7739 units of phantom stock acquired as dividend equivalents under the 2014 Long-Term Incentive Compensation Program. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 20:46 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 899.2745 | $73.32 | $65,934.81 |
DisclosureSEC source: 0001127602-21-031324 · form4.xml · nonDerivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,126.1255 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, 2021 Filed Mar 18, 2021 01:35 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011257 · form4.xml · derivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,453.634 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 32.5379 units of phantom stock acquired as dividend equivalents under the 2014 Long-Term Incentive Compensation Program. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 22:29 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 4,566 | $0.00 Strike: $28.78 | $0.00 |
DisclosureSEC source: 0001127602-21-008838 · form4.xml · derivative · entry 12 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,566 shares Expires 2022-03-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 22:29 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 4,566 | $72.02 | $328,857.93 |
DisclosureSEC source: 0001127602-21-008838 · form4.xml · nonDerivative · entry 2 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,226.851 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.69 to $72.61, inclusive. The reporting person undertakes to provide Community Bank System, Inc., any security holder of Community Bank System, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 22:29 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 4,566 | $28.78 | $131,409.48 |
DisclosureSEC source: 0001127602-21-008838 · form4.xml · nonDerivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,792.851 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 · balance_after: Includes 1,594.3124 shares acquired pursuant to the Community Bank System, Inc. Dividend Reinvestment Plan. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 17:57 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 622.0556 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-031727 · form4.xml · derivative · entry 11 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 852.0961 Underlying: Common Stock · 622.0556 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: 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 |
| December 15, 2020 Filed Dec 17, 2020 17:57 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 622.0556 | $65.65 | $40,837.95 |
DisclosureSEC source: 0001127602-20-031727 · form4.xml · nonDerivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,632.5386 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 |
| October 30, 2020 Filed Nov 2, 2020 22:06 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 2,640 | $0.00 Strike: $27.36 | $0.00 |
DisclosureSEC source: 0001127602-20-027870 · form4.xml · derivative · entry 12 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,640 shares Expires 2021-01-19 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 |
| October 30, 2020 Filed Nov 2, 2020 22:06 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 2,640 | $57.78 | $152,547.12 |
DisclosureSEC source: 0001127602-20-027870 · form4.xml · nonDerivative · entry 2 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,010.483 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.76 to $57.82, inclusive. The reporting person undertakes to provide Community Bank System, Inc., any security holder of Community Bank System, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 30, 2020 Filed Nov 2, 2020 22:06 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 2,640 | $27.36 | $72,230.40 |
DisclosureSEC source: 0001127602-20-027870 · form4.xml · nonDerivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,650.483 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 |
| October 28, 2020 Filed Oct 30, 2020 00:57 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 172 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-027676 · form4.xml · derivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,474.1517 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 30, 2020 Filed Oct 1, 2020 18:23 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 1,210 | $0.00 Strike: $27.36 | $0.00 |
DisclosureSEC source: 0001127602-20-025983 · form4.xml · derivative · entry 12 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,640 Underlying: Common Stock · 1,210 shares Expires 2021-01-19 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 |
| September 30, 2020 Filed Oct 1, 2020 18:23 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 1,210 | $55.00 | $66,550.00 |
DisclosureSEC source: 0001127602-20-025983 · form4.xml · nonDerivative · entry 2 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,010.483 Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 18:23 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 1,210 | $27.36 | $33,105.60 |
DisclosureSEC source: 0001127602-20-025983 · form4.xml · nonDerivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,220.483 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 17, 2020 Filed Mar 19, 2020 18:53 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 667 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011436 · form4.xml · derivative · entry 11 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,302.1517 Underlying: Common Stock · 667 shares Expires not disclosed F6 · 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. F6 · 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. F6 · 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 |
| January 15, 2020 Filed Jan 17, 2020 20:03 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Compensation) · Derivative | 4,892.1843 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-001904 · form4.xml · derivative · entry 13 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,892.1843 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. F5 · 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. F2 · price: On January 15, 2020, the reporting person's phantom stock units were settled for an equal number of shares of Community Bank System, Inc. common stock. F5 · 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. F5 · 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. F6 · derivative.underlying_shares: Includes 117.3117 units of phantom stock acquired under the Deferred Compensation Plan's dividend reinvestment feature. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 20:03 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 1,550.418 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-001904 · form4.xml · derivative · entry 12 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 635.1517 Underlying: Common Stock · 1,550.418 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 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 · price: On January 15, 2020, the reporting person's deferred stock units were settled for an equal number of shares of Community Bank System, Inc. common stock. F3 · 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. F3 · 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. F4 · balance_after: Includes 49.5575 units of phantom stock acquired as dividend equivalents under the 2014 Long-Term Incentive Compensation Program. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 20:03 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 4,892.1843 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001904 · form4.xml · nonDerivative · entry 2 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,590.4873 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 · price: On January 15, 2020, the reporting person's phantom stock units were settled for an equal number of shares of Community Bank System, Inc. common stock. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 20:03 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 1,550.418 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001904 · form4.xml · nonDerivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,698.303 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 15, 2020, the reporting person's deferred stock units were settled for an equal number of shares of Community Bank System, 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.