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 |
|---|---|---|---|---|---|---|
| March 20, 2019 Filed Mar 22, 2019 18:22 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 576 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-012819 · form4.xml · derivative · entry 11 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,135.9681 Underlying: Common Stock · 576 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. F7 · balance_after: Includes 27.591 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 16:36 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 312.2192 | $55.65 | $17,375.00 |
DisclosureSEC source: 0001127602-18-037046 · form4.xml · derivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,721.5328 Underlying: Common Stock · 312.2192 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 19:18 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 273.622 | $63.50 | $17,375.00 |
DisclosureSEC source: 0001127602-18-028198 · form4.xml · derivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,409.3136 Underlying: Common Stock · 273.622 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 21.1888 units of phantom stock acquired on July 10, 2018 under the Deferred Compensation Plan's dividend reinvestment feature. Read SEC document |
| June 28, 2018 Filed Jul 2, 2018 21:31 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 291.7716 | $59.55 | $17,375.00 |
DisclosureSEC source: 0001127602-18-022334 · form4.xml · derivative · entry 11 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,114.5028 Underlying: Common Stock · 291.7716 shares Expires not disclosed F2 · 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 · 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. F2 · 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. F3 · balance_after: The number of units of phantom stock reflects the current balance, including dividends acquired under the Deferred Compensation Plan's dividend reinvestment feature. Read SEC document |
| June 27, 2018 Filed Jul 2, 2018 21:31 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 3,693 | $60.39 | $223,001.81 |
DisclosureSEC source: 0001127602-18-022334 · form4.xml · nonDerivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,758.7447 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.61 to $61.10, 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 22, 2018 Filed Mar 26, 2018 17:50 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 319.746 | $54.34 | $17,375.00 |
DisclosureSEC source: 0001127602-18-012725 · form4.xml · derivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,030.8198 Underlying: Common Stock · 319.746 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 00:40 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Compensation) · Derivative | 583.7192 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-012611 · form4.xml · derivative · entry 12 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 711.0738 Underlying: Common Stock · 583.7192 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. F6 · 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 · price: On March 20, 2018, the reporting person's phantom stock units were settled for an equal number of shares of Community Bank System, Inc. common stock. F6 · 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. F6 · 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. F7 · balance_after: Includes 36.4581 units of phantom stock acquired on January 10, 2018 under the Deferred Compensation Plan's dividend reinvestment feature. Read SEC document |
| March 20, 2018 Filed Mar 23, 2018 00:40 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 611 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-012611 · form4.xml · derivative · entry 11 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,027 Underlying: Common Stock · 611 shares Expires not disclosed F5 · 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. F5 · 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. F5 · 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 |
| March 20, 2018 Filed Mar 23, 2018 00:40 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 583.7192 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-012611 · form4.xml · nonDerivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,224.3526 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 March 20, 2018, 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 |
| March 20, 2018 Filed Apr 19, 2018 01:10 UTC Amendment | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Compensation) · Derivative | 566.4235 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-014911 · form4a.xml · derivative · entry 2 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,917.2582 Underlying: Common Stock · 566.4235 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: 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 · price: This amendment has been filed to reduce the number of phantom stock units that were reported as settled on March 20, 2018 for an equal number of shares of Community Bank System, Inc. common stock. The original filing reported that 583.7192 units were settled, however, the correct number is 566.4235 units. F2 · 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. F2 · 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 Apr 19, 2018 01:10 UTC Amendment | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 566.4235 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-014911 · form4a.xml · nonDerivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,018.1682 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: This amendment has been filed to reduce the number of phantom stock units that were reported as settled on March 20, 2018 for an equal number of shares of Community Bank System, Inc. common stock. The original filing reported that 583.7192 units were settled, however, the correct number is 566.4235 units. Read SEC document |
| January 15, 2018 Filed Jan 16, 2018 22:27 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Compensation) · Derivative | 1,184.2673 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-001871 · form4.xml · derivative · entry 11 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,258.3349 Underlying: Common Stock · 1,184.2673 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: 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 · price: On January 15, 2018, the reporting person's phantom stock units were settled for an equal number of shares of Community Bank System, Inc. common stock. F2 · 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. F2 · 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 |
| January 15, 2018 Filed Jan 16, 2018 22:27 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 1,184.2673 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-001871 · form4.xml · nonDerivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,640.6334 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, 2018, 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, 2018 Filed Apr 19, 2018 01:06 UTC Amendment | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Compensation) · Derivative | 1,224.1386 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-014910 · form4a.xml · derivative · entry 2 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,483.6817 Underlying: Common Stock · 1,224.1386 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: 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 · price: This amendment has been filed to increase the number of phantom stock units that were reported as settled on January 15, 2018 for an equal number of shares of Community Bank System, Inc. common stock. The original filing reported that 1,184.27 units were settled, however, the correct number is 1,224.1386 units. F2 · 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. F2 · 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 |
| January 15, 2018 Filed Apr 19, 2018 01:06 UTC Amendment | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 1,224.1386 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-014910 · form4a.xml · nonDerivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,451.7447 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: This amendment has been filed to increase the number of phantom stock units that were reported as settled on January 15, 2018 for an equal number of shares of Community Bank System, Inc. common stock. The original filing reported that 1,184.27 units were settled, however, the correct number is 1,224.1386 units. Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 19:57 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 276.5186 | $55.15 | $15,250.00 |
DisclosureSEC source: 0001127602-17-035425 · form4.xml · derivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,442.6022 Underlying: Common Stock · 276.5186 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 27, 2017 Filed Sep 28, 2017 21:06 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 279.6626 | $54.53 | $15,250.00 |
DisclosureSEC source: 0001127602-17-028331 · form4.xml · derivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,166.0836 Underlying: Common Stock · 279.6626 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 17.3043 units of phantom stock acquired on July 10, 2017 under the Deferred Compensation Plan's dividend reinvestment feature. Read SEC document |
| June 28, 2017 Filed Jun 29, 2017 21:51 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 274.0834 | $55.64 | $15,250.00 |
DisclosureSEC source: 0001127602-17-022414 · form4.xml · derivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,869.1162 Underlying: Common Stock · 274.0834 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 16.3668 units of phantom stock acquired on April 10, 2017 under the Deferred Compensation Plan's dividend reinvestment feature. Read SEC document |
| March 22, 2017 Filed Mar 23, 2017 21:44 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 289.5386 | $52.67 | $15,250.00 |
DisclosureSEC source: 0001127602-17-012828 · form4.xml · derivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,578.666 Underlying: Common Stock · 289.5386 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, 2017 Filed Mar 17, 2017 19:53 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 553 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-012167 · form4.xml · derivative · entry 11 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,416 Underlying: Common Stock · 553 shares Expires not disclosed F5 · 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. F5 · 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. F5 · 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 02, 2017 Filed Jan 3, 2017 22:33 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Compensation) · Derivative | 5,922.2621 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-000296 · form4.xml · derivative · entry 11 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,247.7317 Underlying: Common Stock · 5,922.2621 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: 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 · price: On January 2, 2017, the reporting person's phantom stock units were settled for an equal number of shares of Community Bank System, Inc. common stock. F2 · 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. F2 · 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 |
| January 02, 2017 Filed Jan 3, 2017 22:33 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 5,922.2621 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-000296 · form4.xml · nonDerivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,677.9191 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 2, 2017, 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 02, 2017 Filed Apr 19, 2018 01:04 UTC Amendment | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Compensation) · Derivative | 3,693.5021 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-014909 · form4a.xml · derivative · entry 2 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,476.4917 Underlying: Common Stock · 3,693.5021 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: 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 · price: This amendment has been filed to reduce the number of phantom stock units that were reported as settled on January 2, 2017 for an equal number of shares of Community Bank System, Inc. common stock. The original filing reported that 5,922.26 units were settled, however, the correct number is 3,693.5021 units. F2 · 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. F2 · 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 |
| January 02, 2017 Filed Apr 19, 2018 01:04 UTC Amendment | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 3,693.5021 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-014909 · form4a.xml · nonDerivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,449.1591 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: This amendment has been filed to reduce the number of phantom stock units that were reported as settled on January 2, 2017 for an equal number of shares of Community Bank System, Inc. common stock. The original filing reported that 5,922.26 units were settled, however, the correct number is 3,693.5021 units. Read SEC document |
| December 22, 2016 Filed Dec 23, 2016 16:47 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 272.5793 | $61.45 | $16,750.00 |
DisclosureSEC source: 0001127602-16-070880 · form4.xml · derivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,169.9938 Underlying: Common Stock · 272.5793 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 48.3707 units of phantom stock acquired on October 10, 2016 under the Deferred Compensation Plan's dividend reinvestment feature. Read SEC document |
| September 21, 2016 Filed Sep 23, 2016 21:47 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 355.1739 | $47.16 | $16,750.00 |
DisclosureSEC source: 0001127602-16-063136 · form4.xml · derivative · entry 1 Bolus Mark J. · CIK 0001486056 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,849.0438 Underlying: Common Stock · 355.1739 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 51.0246 units of phantom stock acquired on July 11, 2016 under the Deferred Compensation Plan's dividend reinvestment feature. 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.