Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMUNITY FINANCIAL SYSTEM, INC.CBU · Entity 4178 | Director | June 08, 2026 | June 10, 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 08, 2026 · Filed June 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,592 |
Reported balance
After 2026-06-08 transaction · row 1
1 source rowRow 1 · 2026-06-08 · Sale · Disposed 2,000 · Balance 31,592 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.72 to $64.17, 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Wife's Community Financial System, Inc. 401(k) | 15,513.1018 |
Reported balance
Holding disclosure · report date 2026-06-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 15,513.1018 |
| Phantom Stock (Deferred Stock Units)SEC Table II · derivative / convertible security | Direct | 5,264.7558 |
Reported balance
Holding disclosure · report date 2026-06-08 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 5,264.7558 F2: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "LTIP"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date. F3: Includes 30.2137 units of phantom stock acquired on April 10, 2026 under the Plan's dividend reinvestment feature. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.72 to $64.17, 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.
F2: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "LTIP"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date.
F3: Includes 30.2137 units of phantom stock acquired on April 10, 2026 under the Plan's dividend reinvestment feature.
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 08, 2026 Filed Jun 10, 2026 15:33 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 2,000 | $63.98 | $127,962.20 |
DisclosureSEC source: 0000723188-26-000096 · form4.xml · nonDerivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,592 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.72 to $64.17, 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 |
| March 17, 2026 Filed Mar 18, 2026 16:25 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000723188-26-000052 · form4.xml · derivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,234.5421 Underlying: Common Stock · 1,220 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "LTIP"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date. F1 · derivative.exercise_date: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "LTIP"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date. F1 · derivative.expiration_date: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "LTIP"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date. Read SEC document |
| March 16, 2026 Filed Mar 17, 2026 19:33 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000723188-26-000045 · form4.xml · derivative · entry 2 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,014.5421 Underlying: Common Stock · 250 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 "LTIP"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date. F1 · price: On March 16, 2026, the reporting person's phantom stock units were settled for 250 shares of Community Financial System, Inc. common stock, and .9119 shares were settled in cash at the price of $57.42 per share." 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 "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 · 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. F3 · balance_after: Includes 32.1998, 35.6078 and 32.6668 units of phantom stock acquired on July 10, 2025, October 10, 2025 and January 12, 2026 under the Plan's dividend reinvestment feature. Read SEC document |
| March 16, 2026 Filed Mar 17, 2026 19:33 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000723188-26-000045 · form4.xml · nonDerivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,592 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 16, 2026, the reporting person's phantom stock units were settled for 250 shares of Community Financial System, Inc. common stock, and .9119 shares were settled in cash at the price of $57.42 per share." Read SEC document |
| February 03, 2026 Filed Feb 5, 2026 19:45 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 2,000 | $64.75 | $129,492.00 |
DisclosureSEC source: 0000723188-26-000004 · form4.xml · nonDerivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,342 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.60 to $64.805, 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 |
| April 14, 2025 Filed Apr 16, 2025 20:06 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-012116 · form4.xml · derivative · entry 3 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,164.9796 Underlying: Common Stock · 3 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 30.0748 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 20:06 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-012116 · form4.xml · nonDerivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,342 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 phantom stock units were settled for 3 shares of Community Financial System, Inc. common stock, and .8351 shares were settled in cash at the price of $51.47 per share." Read SEC document |
| March 18, 2025 Filed Mar 19, 2025 15:23 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009923 · form4.xml · derivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,138.7399 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. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 13:53 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 451 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009718 · form4.xml · derivative · entry 3 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,913.7399 Underlying: Common Stock · 451 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 102.5299 units of phantom stock acquired as dividend equivalents under the Plan. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 13:53 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 451 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009718 · form4.xml · nonDerivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,339 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 17, 2025, the reporting person's phantom stock units were settled for 451 shares of Community Financial System, Inc. common stock, and .3719 shares were settled in cash at the price of $57.23 per share Read SEC document |
| March 19, 2024 Filed Mar 21, 2024 15:18 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010871 · form4.xml · derivative · entry 3 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,262.5819 Underlying: Common Stock · 1,395 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. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 16:05 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 431.7767 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010573 · form4.xml · derivative · entry 3 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,867.5819 Underlying: Common Stock · 431.7767 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 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 94.1994 units of phantom stock acquired as dividend equivalents under the Plan. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 16:05 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 431.7767 | $43.65 | $18,847.05 |
DisclosureSEC source: 0001127602-24-010573 · form4.xml · nonDerivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,889.9727 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 15, 2023 Filed Nov 16, 2023 21:00 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 303.6361 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-027565 · form4.xml · derivative · entry 3 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,204.6592 Underlying: Common Stock · 303.6361 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. 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.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 |
| November 15, 2023 Filed Nov 16, 2023 21:00 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 303.6361 | $44.87 | $13,624.15 |
DisclosureSEC source: 0001127602-23-027565 · form4.xml · nonDerivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,458.196 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, 2023 Filed Mar 16, 2023 15:29 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | OtherCommon Stock | 4,632.2031 | $53.97 | $250,000.00 |
DisclosureSEC source: 0001127602-23-010395 · form4.xml · nonDerivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife's Community Bank System, Inc. 401(k) Disclosed balance after: 14,005.767 F1 · ownership.nature: The number of share reported herein were acquired pursuant to Community Bank System, Inc.'s 401(K) Plan and are based on a current plan statement. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 16:25 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 885.0927 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010507 · form4.xml · derivative · entry 3 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,508.2953 Underlying: Common Stock · 885.0927 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 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. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 16:25 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 885.0927 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010507 · form4.xml · nonDerivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,154.5599 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 15, 2023, 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 14, 2023 Filed Mar 16, 2023 15:29 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010395 · form4.xml · derivative · entry 3 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,393.388 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 70.3289 units of phantom stock acquired as dividend equivalents under the Plan. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 16:10 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 525.4672 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-025896 · form4.xml · derivative · entry 3 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,169.0591 Underlying: Common Stock · 525.4672 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 |
| November 15, 2022 Filed Nov 17, 2022 16:10 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 525.4672 | $64.37 | $33,824.32 |
DisclosureSEC source: 0001127602-22-025896 · form4.xml · nonDerivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,269.4672 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 16, 2022 22:38 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009530 · form4.xml · derivative · entry 3 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,694.5263 Underlying: Common Stock · 644 shares Expires not disclosed F2 · 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. F2 · 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. F2 · 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. F3 · balance_after: Includes 50.6854 units of phantom stock acquired as dividend equivalents under the Plan. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 18:11 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 485.2372 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-029409 · form4.xml · derivative · entry 3 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,999.8409 Underlying: Common Stock · 485.2372 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 |
| November 15, 2021 Filed Nov 17, 2021 18:11 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 485.2372 | $74.18 | $35,994.90 |
DisclosureSEC source: 0001127602-21-029409 · form4.xml · nonDerivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,754.2373 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 00:26 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011253 · form4.xml · derivative · entry 3 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,485.0781 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 51.6868 units of phantom stock acquired as dividend equivalents under the 2014 Long-Term Incentive Compensation Program Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 21:27 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 3,000 | $70.76 | $212,280.00 |
DisclosureSEC source: 0001127602-21-005243 · form4.xml · nonDerivative · entry 2 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,269.0001 Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 21:27 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 3,000 | $70.63 | $211,890.00 |
DisclosureSEC source: 0001127602-21-005243 · form4.xml · nonDerivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,269.0001 Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 18:43 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 396.4387 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-029405 · form4.xml · derivative · entry 3 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,864.3913 Underlying: Common Stock · 396.4387 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 |
| November 16, 2020 Filed Nov 18, 2020 18:43 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 396.4387 | $66.35 | $26,303.71 |
DisclosureSEC source: 0001127602-20-029405 · form4.xml · nonDerivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,261.1211 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 01:13 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 172 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-027678 · form4.xml · derivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,260.83 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 |
| March 17, 2020 Filed Mar 19, 2020 01:07 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 667 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011365 · form4.xml · derivative · entry 3 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,088.83 Underlying: Common Stock · 667 shares Expires not disclosed F2 · 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. F2 · 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. F2 · 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. F3 · balance_after: Includes 34.44 units of phantom stock acquired as dividend equivalents under the 2014 Long-Term Incentive Compensation Program Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 21:04 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 200.7548 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-033193 · form4.xml · derivative · entry 3 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,387.39 Underlying: Common Stock · 200.7548 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 |
| November 15, 2019 Filed Nov 19, 2019 21:04 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 200.7548 | $67.63 | $13,577.05 |
DisclosureSEC source: 0001127602-19-033193 · form4.xml · nonDerivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,864.6824 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 01, 2019 Filed Nov 4, 2019 21:06 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 3,000 | $68.12 | $204,369.60 |
DisclosureSEC source: 0001127602-19-031639 · form4.xml · nonDerivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,663.9276 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.1001 to $68.1693, 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 20, 2019 Filed Mar 20, 2019 21:52 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 576 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-012461 · form4.xml · derivative · entry 4 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,588.1448 Underlying: Common Stock · 576 shares Expires not disclosed 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. 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 20.4873 units of phantom stock acquired as dividend equivalents under the 2014 Long-Term Incentive Compensation Program Read SEC document |
| March 20, 2019 Filed Mar 20, 2019 21:52 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | OtherCommon Stock | 1,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-012461 · form4.xml · nonDerivative · entry 2 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,663.9276 F1 · kind: Shares transferred to the reporting person's joint account with his wife. Read SEC document |
| March 20, 2019 Filed Mar 20, 2019 21:52 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | OtherCommon Stock | 1,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-012461 · form4.xml · nonDerivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife Disclosed balance after: 0 F1 · kind: Shares transferred to the reporting person's joint account with his wife. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 20:47 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 188.9276 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-033389 · form4.xml · derivative · entry 4 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 991.6575 Underlying: Common Stock · 188.9276 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 6.546 units of deferred stock acquired under the Plan's dividend reinvestment feature. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 20:47 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 188.9276 | $62.61 | $11,828.76 |
DisclosureSEC source: 0001127602-18-033389 · form4.xml · nonDerivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,933.9276 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 |
| May 21, 2018 Filed May 22, 2018 20:12 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 5,000 | $60.30 | $301,500.00 |
DisclosureSEC source: 0001127602-18-018415 · form4.xml · nonDerivative · entry 2 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,745 Read SEC document |
| May 21, 2018 Filed May 22, 2018 20:12 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 8,075 | $60.23 | $486,357.25 |
DisclosureSEC source: 0001127602-18-018415 · form4.xml · nonDerivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,745 F1 · balance_after: On May 21, 2018, the reporting person received a distribution of 40,475 shares of common stock previously beneficially owned through the issuer's 401(k) Plan. The distribution included 252.9634 shares acquired under the Plan's dividend reinvestment feature. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 23:03 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 611 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-012585 · form4.xml · derivative · entry 5 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,174.0391 Underlying: Common Stock · 611 shares Expires not disclosed F2 · 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. F2 · 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. F2 · 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. F3 · balance_after: Includes 10.0391 units of deferred stock acquired under the Plan's dividend reinvestment feature. Read SEC document |
| September 22, 2017 Filed Sep 25, 2017 21:12 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 5,000 | $53.24 | $266,200.00 |
DisclosureSEC source: 0001127602-17-028014 · form4.xml · nonDerivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,345 Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 22:53 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 553 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-012013 · form4.xml · derivative · entry 5 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 553 Underlying: Common Stock · 553 shares Expires not disclosed 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. 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. Read SEC document |
| November 18, 2016 Filed Nov 18, 2016 21:50 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 4,246 | $0.00 Strike: $38.02 | $0.00 |
DisclosureSEC source: 0001127602-16-067772 · form4.xml · derivative · entry 8 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,246 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 18, 2016 Filed Nov 18, 2016 21:50 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 3,493 | $54.89 | $191,730.77 |
DisclosureSEC source: 0001127602-16-067772 · form4.xml · nonDerivative · entry 2 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,794 Read SEC document |
| November 18, 2016 Filed Nov 18, 2016 21:50 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 4,246 | $38.02 | $161,432.92 |
DisclosureSEC source: 0001127602-16-067772 · form4.xml · nonDerivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,287 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 18, 2016 Filed Nov 25, 2016 20:57 UTC Amendment | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 2,942 | $54.89 | $161,486.38 |
DisclosureSEC source: 0001127602-16-068423 · form4a.xml · nonDerivative · entry 1 STICKELS ERIC · CIK 0001201821 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,345 F1 · shares: This amendment is filed to correct the number of shares withheld by the Company. 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.