Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMUNITY FINANCIAL SYSTEM, INC.CBU · Entity 4178 | Director | September 17, 2026 | September 18, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
COMMUNITY FINANCIAL SYSTEM, INC.
Report date September 17, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock (Deferred Compensation)SEC Table II · derivative / convertible security | Direct | 4,381.1476 |
Reported balance
After 2026-09-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-17 · Grant · Acquired 396.288 · Balance 4,381.1476 F3: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan for Directors (the "DCP for Directors"), will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F4: Includes 25.0107 units of phantom stock acquired on July 10, 2026 as dividend equivalents under the DCP for Directors. |
| Phantom Stock (Deferred Stock Units)SEC Table II · derivative / convertible security | Direct | 4,001.0493 |
Reported balance
Holding disclosure · report date 2026-09-17 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance 4,001.0493 F1: 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. F2: Includes 27.9627 units of phantom stock acquired as dividend equivalents on July 10, 2026 under the LTIP. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Includes 27.9627 units of phantom stock acquired as dividend equivalents on July 10, 2026 under the LTIP.
F3: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan for Directors (the "DCP for Directors"), will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.
F4: Includes 25.0107 units of phantom stock acquired on July 10, 2026 as dividend equivalents under the DCP for Directors.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 17, 2026 Filed Sep 18, 2026 13:24 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantDeferred Stock (Deferred Compensation) · Derivative | 396.288 | $62.77 | $24,875.00 |
DisclosureSEC source: 0000723188-26-000112 · form4.xml · derivative · entry 2 Sullivan Michele · CIK 0002009605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,381.1476 Underlying: Common Stock · 396.288 shares Expires not disclosed F3 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan for Directors (the "DCP for Directors"), will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F3 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan for Directors (the "DCP for Directors"), will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F3 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan for Directors (the "DCP for Directors"), will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F4 · balance_after: Includes 25.0107 units of phantom stock acquired on July 10, 2026 as dividend equivalents under the DCP for Directors. Read SEC document |
| June 18, 2026 Filed Jun 18, 2026 19:53 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantDeferred Stock (Deferred Compensation) · Derivative | 406.1888 | $61.24 | $24,875.00 |
DisclosureSEC source: 0000723188-26-000102 · form4.xml · derivative · entry 2 Sullivan Michele · CIK 0002009605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,959.8489 Underlying: Common Stock · 406.1888 shares Expires not disclosed F3 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan for Directors (the "DCP for Directors"), will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F3 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan for Directors (the "DCP for Directors"), will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F3 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan for Directors (the "DCP for Directors"), will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F4 · balance_after: Includes 23.2041 units of phantom stock acquired as dividend equivalents on April 10, 2026 under the DCP for Directors. Read SEC document |
| March 19, 2026 Filed Mar 19, 2026 15:54 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantDeferred Stock (Deferred Compensation) · Derivative | 447.3116 | $55.61 | $24,875.00 |
DisclosureSEC source: 0000723188-26-000066 · form4.xml · derivative · entry 1 Sullivan Michele · CIK 0002009605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,530.456 Underlying: Common Stock · 447.3116 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan for Directors (the "DCP for Directors"), will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F1 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan for Directors (the "DCP for Directors"), will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F1 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan for Directors (the "DCP for Directors"), will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| March 17, 2026 Filed Mar 18, 2026 16:48 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000723188-26-000053 · form4.xml · derivative · entry 2 Sullivan Michele · CIK 0002009605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,952.5219 Underlying: Common Stock · 1,220 shares Expires not disclosed F3 · 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 "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. 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 "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 · balance_after: Includes 20.9266 units of phantom stock acquired on January 12, 2026 under the Plan's dividend reinvestment feature. Read SEC document |
| December 18, 2025 Filed Dec 19, 2025 20:50 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantDeferred Stock (Deferred Compensation) · Derivative | 409.8698 | $60.69 | $24,875.00 |
DisclosureSEC source: 0000723188-25-000018 · form4.xml · derivative · entry 2 Sullivan Michele · CIK 0002009605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,062.6708 Underlying: Common Stock · 409.8698 shares Expires not disclosed F3 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan for Directors (the "DCP for Directors"), will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F3 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan for Directors (the "DCP for Directors"), will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F3 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan for Directors (the "DCP for Directors"), will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F4 · balance_after: Includes 13.3543, and 18.8141 units of phantom stock acquired on July 10, 2025, and October 10, 2025, respectively, under the DCP for Directors. Read SEC document |
| September 18, 2025 Filed Sep 22, 2025 15:36 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantDeferred Stock (Deferred Compensation) · Derivative | 416.318 | $59.75 | $24,875.00 |
DisclosureSEC source: 0000723188-25-000007 · form4.xml · derivative · entry 1 Sullivan Michele · CIK 0002009605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,620.6326 Underlying: Common Stock · 416.318 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F1 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F1 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 19:19 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantDeferred Stock (Deferred Compensation) · Derivative | 476.977 | $54.25 | $25,876.00 |
DisclosureSEC source: 0001127602-25-017959 · form4.xml · derivative · entry 1 Sullivan Michele · CIK 0002009605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,204.3146 Underlying: Common Stock · 476.977 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F1 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F1 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F2 · balance_after: Includes 12.2453 units of phantom stock acquired on April 10, 2025 under the Plan's dividend reinvestment feature. Read SEC document |
| March 20, 2025 Filed Mar 20, 2025 20:41 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantDeferred Stock (Deferred Compensation) · Derivative | 344.9465 | $57.98 | $20,000.00 |
DisclosureSEC source: 0001127602-25-010160 · form4.xml · derivative · entry 2 Sullivan Michele · CIK 0002009605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,715.0923 Underlying: Common Stock · 344.9465 shares Expires not disclosed F3 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F3 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F3 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F4 · balance_after: Includes 8.1166 units of phantom stock acquired as dividend equivalents on January 10, 2025 under the Deferred Compensation Plan. Read SEC document |
| March 18, 2025 Filed Mar 20, 2025 20:41 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010160 · form4.xml · derivative · entry 1 Sullivan Michele · CIK 0002009605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,655.373 Underlying: Common Stock · 1,225 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "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. F1 · derivative.exercise_date: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "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. F1 · derivative.expiration_date: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "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 · balance_after: Includes 13.032, 11.2154, and 11.1256 units of phantom stock acquired as dividend equivalents on July 10, 2024, October 10, 2024, and January 10, 2025, respectively, under the Plan. Read SEC document |
| December 19, 2024 Filed Dec 20, 2024 14:52 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantDeferred Stock (Deferred Compensation) · Derivative | 326.6373 | $61.23 | $20,000.00 |
DisclosureSEC source: 0001127602-24-029837 · form4.xml · derivative · entry 1 Sullivan Michele · CIK 0002009605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,362.0292 Underlying: Common Stock · 326.6373 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F1 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F1 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F2 · balance_after: Includes 2.5397 and 5.4648 units of phantom stock acquired on July 10, 2024 and October 10, 2024, respectively, under the dividend reinvestment feature. Read SEC document |
| September 19, 2024 Filed Sep 24, 2024 19:44 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantDeferred Stock (Deferred Compensation) · Derivative | 343.879 | $58.16 | $20,000.00 |
DisclosureSEC source: 0001127602-24-024355 · form4.xml · derivative · entry 1 Sullivan Michele · CIK 0002009605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,027.3874 Underlying: Common Stock · 343.879 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 |
| June 20, 2024 Filed Jun 21, 2024 18:01 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantDeferred Stock (Deferred Compensation) · Derivative | 411.6511 | $44.03 | $18,125.00 |
DisclosureSEC source: 0001127602-24-019114 · form4.xml · derivative · entry 1 Sullivan Michele · CIK 0002009605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 683.5084 Underlying: Common Stock · 411.6511 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 21, 2024 Filed Mar 22, 2024 19:44 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantDeferred Stock (Deferred Compensation) · Derivative | 271.8573 | $45.98 | $12,500.00 |
DisclosureSEC source: 0001127602-24-010977 · form4.xml · derivative · entry 1 Sullivan Michele · CIK 0002009605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 271.8573 Underlying: Common Stock · 271.8573 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 19, 2024 Filed Mar 20, 2024 18:32 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,395 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010742 · form4.xml · derivative · entry 1 Sullivan Michele · CIK 0002009605 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,395 Underlying: Common Stock · 1,395 shares Expires not disclosed F1 · 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. F1 · 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. 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.