Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMUNITY FINANCIAL SYSTEM, INC.CBU · Entity 4178 | SVP, Chief Accounting Officer | June 10, 2026 | June 11, 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 10, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,477.604 |
Ending reported balance
After 2026-06-10 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-06-10 · Exercise / conversion · Acquired 427 · Balance 5,607.604 Row 2 · 2026-06-10 · Exercise / conversion · Acquired 1,196 · Balance 6,803.604 Row 3 · 2026-06-10 · Tax withholding · Disposed 1,326 · Balance 5,477.604 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $51.64 · Expires 2030-03-17 | Direct | 0 |
Reported balance
After 2026-06-10 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-06-10 · Exercise / conversion · Disposed 427 · Balance 0 F2: The option vested ratably on March 17, 2021, 2022, 2023, 2024, and 2025. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $44.27 · Expires 2034-03-19 | Direct | 1,794 |
Reported balance
After 2026-06-10 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-06-10 · Exercise / conversion · Disposed 1,196 · Balance 1,794 F3: The option vests ratably on March 19, 2025, 2026, 2027, 2028, and 2029. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 710.2515 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 710.2515 F1: The number of shares reported herein acquired pursuant to Community Financial System, Inc.'s 401(k) Plan and are based on a current plan statement. |
| Common StockSEC Table I · non-derivative | IndirectBy spouse | 218 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 218 |
Filing footnotes · ownership attribution and instrument terms
F1: The number of shares reported herein acquired pursuant to Community Financial System, Inc.'s 401(k) Plan and are based on a current plan statement.
F2: The option vested ratably on March 17, 2021, 2022, 2023, 2024, and 2025.
F3: The option vests ratably on March 19, 2025, 2026, 2027, 2028, and 2029.
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 10, 2026 Filed Jun 11, 2026 20:21 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 1,196 | $0.00 Strike: $44.27 | $0.00 |
DisclosureSEC source: 0000723188-26-000098 · form4.xml · derivative · entry 7 Durkee Deresa Fischer · CIK 0001608689 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,794 Underlying: Common Stock · 1,196 shares Expires 2034-03-19 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. F3 · derivative.exercise_date: The option vests ratably on March 19, 2025, 2026, 2027, 2028, and 2029. Read SEC document |
| June 10, 2026 Filed Jun 11, 2026 20:21 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 427 | $0.00 Strike: $51.64 | $0.00 |
DisclosureSEC source: 0000723188-26-000098 · form4.xml · derivative · entry 6 Durkee Deresa Fischer · CIK 0001608689 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 427 shares Expires 2030-03-17 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_date: The option vested ratably on March 17, 2021, 2022, 2023, 2024, and 2025. Read SEC document |
| June 10, 2026 Filed Jun 11, 2026 20:21 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 1,326 | $64.77 | $85,885.02 |
DisclosureSEC source: 0000723188-26-000098 · form4.xml · nonDerivative · entry 3 Durkee Deresa Fischer · CIK 0001608689 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,477.604 Read SEC document |
| June 10, 2026 Filed Jun 11, 2026 20:21 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 1,196 | $44.27 | $52,946.92 |
DisclosureSEC source: 0000723188-26-000098 · form4.xml · nonDerivative · entry 2 Durkee Deresa Fischer · CIK 0001608689 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,803.604 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 |
| June 10, 2026 Filed Jun 11, 2026 20:21 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 427 | $51.64 | $22,050.28 |
DisclosureSEC source: 0000723188-26-000098 · form4.xml · nonDerivative · entry 1 Durkee Deresa Fischer · CIK 0001608689 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,607.604 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, 2026 Filed Mar 19, 2026 15:37 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantRestricted Stock Units · Derivative | 1,812 | $0.00 | $0.00 |
DisclosureSEC source: 0000723188-26-000065 · form4.xml · derivative · entry 4 Durkee Deresa Fischer · CIK 0001608689 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,812 Underlying: Common Stock · 1,812 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Community Financial System, Inc. common stock F3 · derivative.exercise_date: The restricted stock units vest in three equal installments beginning March 1, 2027. F3 · derivative.expiration_date: The restricted stock units vest in three equal installments beginning March 1, 2027. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 16:59 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 357 | $60.55 | $21,616.35 |
DisclosureSEC source: 0000723188-26-000031 · form4.xml · nonDerivative · entry 1 Durkee Deresa Fischer · CIK 0001608689 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,180.604 F1 · kind: Payment of tax liability associated with vesting of restricted stock award. Read SEC document |
| March 18, 2025 Filed Mar 19, 2025 22:21 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 3,262 | $0.00 Strike: $58.10 | $0.00 |
DisclosureSEC source: 0001127602-25-010047 · form4.xml · derivative · entry 4 Durkee Deresa Fischer · CIK 0001608689 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,262 Underlying: Common Stock · 3,262 shares Expires 2035-03-18 F2 · derivative.exercise_date: The option vests ratably on March 18, 2026, 2027, 2028, 2029, and 2030. Read SEC document |
| March 18, 2025 Filed Mar 19, 2025 22:21 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantCommon Stock | 883 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010047 · form4.xml · nonDerivative · entry 1 Durkee Deresa Fischer · CIK 0001608689 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,537.604 Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 17:52 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 326 | $63.29 | $20,632.54 |
DisclosureSEC source: 0001127602-25-007690 · form4.xml · nonDerivative · entry 1 Durkee Deresa Fischer · CIK 0001608689 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,654.604 F1 · kind: Payment of tax liability associated with vesting of restricted stock award. Read SEC document |
| November 07, 2024 Filed Nov 15, 2024 16:16 UTC Amendment | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 1,705 | $0.00 Strike: $51.64 | $0.00 |
DisclosureSEC source: 0001127602-24-027345 · form4a.xml · derivative · entry 7 Durkee Deresa Fischer · CIK 0001608689 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 427 Underlying: Common Stock · 1,705 shares Expires 2030-03-17 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 · date: Due to an administrative error, the Reporting Person is filing this amendment to correct the date of the transaction to November 7, 2024 and update the price of the Community Financial System, Inc. common stock used for the settlement of shares to cover the exercise price and the taxes associated with this stock option exercise. The number of shares tendered to cover the exercise price and taxes has been reduced from 1,841 shares to 1,711 shares. F3 · derivative.exercise_date: The option vests ratably on March 17, 2021, 2022, 2023, 2024, and 2025. Read SEC document |
| November 07, 2024 Filed Nov 15, 2024 16:16 UTC Amendment | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 427 | $0.00 Strike: $38.02 | $0.00 |
DisclosureSEC source: 0001127602-24-027345 · form4a.xml · derivative · entry 6 Durkee Deresa Fischer · CIK 0001608689 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 427 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. F1 · date: Due to an administrative error, the Reporting Person is filing this amendment to correct the date of the transaction to November 7, 2024 and update the price of the Community Financial System, Inc. common stock used for the settlement of shares to cover the exercise price and the taxes associated with this stock option exercise. The number of shares tendered to cover the exercise price and taxes has been reduced from 1,841 shares to 1,711 shares. F2 · derivative.exercise_date: The option vested ratably on March 16, 2017, 2018, 2019, 2020, and 2021. Read SEC document |
| November 07, 2024 Filed Nov 15, 2024 16:16 UTC Amendment | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 1,711 | $70.79 | $121,121.69 |
DisclosureSEC source: 0001127602-24-027345 · form4a.xml · nonDerivative · entry 3 Durkee Deresa Fischer · CIK 0001608689 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,980.604 F1 · date: Due to an administrative error, the Reporting Person is filing this amendment to correct the date of the transaction to November 7, 2024 and update the price of the Community Financial System, Inc. common stock used for the settlement of shares to cover the exercise price and the taxes associated with this stock option exercise. The number of shares tendered to cover the exercise price and taxes has been reduced from 1,841 shares to 1,711 shares. Read SEC document |
| November 07, 2024 Filed Nov 15, 2024 16:16 UTC Amendment | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 1,705 | $51.64 | $88,046.20 |
DisclosureSEC source: 0001127602-24-027345 · form4a.xml · nonDerivative · entry 2 Durkee Deresa Fischer · CIK 0001608689 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,691.604 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 · date: Due to an administrative error, the Reporting Person is filing this amendment to correct the date of the transaction to November 7, 2024 and update the price of the Community Financial System, Inc. common stock used for the settlement of shares to cover the exercise price and the taxes associated with this stock option exercise. The number of shares tendered to cover the exercise price and taxes has been reduced from 1,841 shares to 1,711 shares. Read SEC document |
| November 07, 2024 Filed Nov 15, 2024 16:16 UTC Amendment | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 427 | $38.02 | $16,234.54 |
DisclosureSEC source: 0001127602-24-027345 · form4a.xml · nonDerivative · entry 1 Durkee Deresa Fischer · CIK 0001608689 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,986.604 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 · date: Due to an administrative error, the Reporting Person is filing this amendment to correct the date of the transaction to November 7, 2024 and update the price of the Community Financial System, Inc. common stock used for the settlement of shares to cover the exercise price and the taxes associated with this stock option exercise. The number of shares tendered to cover the exercise price and taxes has been reduced from 1,841 shares to 1,711 shares. Read SEC document |
| November 06, 2024 Filed Nov 7, 2024 19:45 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 1,705 | $0.00 Strike: $51.64 | $0.00 |
DisclosureSEC source: 0001127602-24-026678 · form4.xml · derivative · entry 7 Durkee Deresa Fischer · CIK 0001608689 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 427 Underlying: Common Stock · 1,705 shares Expires 2030-03-17 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_date: The option vests ratably on March 17, 2021, 2022, 2023, 2024, and 2025. Read SEC document |
| November 06, 2024 Filed Nov 7, 2024 19:45 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 427 | $0.00 Strike: $38.02 | $0.00 |
DisclosureSEC source: 0001127602-24-026678 · form4.xml · derivative · entry 6 Durkee Deresa Fischer · CIK 0001608689 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 427 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. F1 · derivative.exercise_date: The option vested ratably on March 16, 2017, 2018, 2019, 2020, and 2021. Read SEC document |
| November 06, 2024 Filed Nov 7, 2024 19:45 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 1,841 | $62.20 | $114,510.20 |
DisclosureSEC source: 0001127602-24-026678 · form4.xml · nonDerivative · entry 3 Durkee Deresa Fischer · CIK 0001608689 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,850.604 Read SEC document |
| November 06, 2024 Filed Nov 7, 2024 19:45 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 1,705 | $51.64 | $88,046.20 |
DisclosureSEC source: 0001127602-24-026678 · form4.xml · nonDerivative · entry 2 Durkee Deresa Fischer · CIK 0001608689 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,691.604 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 19:45 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 427 | $38.02 | $16,234.54 |
DisclosureSEC source: 0001127602-24-026678 · form4.xml · nonDerivative · entry 1 Durkee Deresa Fischer · CIK 0001608689 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,986.604 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.