Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMUNITY FINANCIAL SYSTEM, INC.CBU · Entity 4178 | EVP & Chief Financial Officer | May 04, 2026 | May 05, 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 May 04, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,993 |
Reported balance
After 2026-05-04 transaction · row 1
1 source rowRow 1 · 2026-05-04 · Tax withholding · Disposed 273 · Balance 1,993 F1: Payment of tax liability associated with vesting of restricted stock award. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 488.6341 |
Reported balance
Holding disclosure · report date 2026-05-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 488.6341 F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of tax liability associated with vesting of restricted stock award.
F2: 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.
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 |
|---|---|---|---|---|---|---|
| May 04, 2026 Filed May 5, 2026 14:33 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 273 | $63.62 | $17,368.26 |
DisclosureSEC source: 0000723188-26-000093 · form4.xml · nonDerivative · entry 1 Wlos Marya Burgio · CIK 0002063487 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,993 F1 · kind: Payment of tax liability associated with vesting of restricted stock award. Read SEC document |
| March 17, 2026 Filed Mar 19, 2026 19:46 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 6,004 | $0.00 Strike: $56.64 | $0.00 |
DisclosureSEC source: 0000723188-26-000073 · form4.xml · derivative · entry 4 Wlos Marya Burgio · CIK 0002063487 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,004 Underlying: Common Stock · 6,004 shares Expires 2036-03-17 F4 · derivative.exercise_date: The option vests ratably on March 17, 2027, 2028, 2029, 2030, and 2031. Read SEC document |
| March 17, 2026 Filed Mar 19, 2026 19:46 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantRestricted Stock Units · Derivative | 1,571 | $0.00 | $0.00 |
DisclosureSEC source: 0000723188-26-000073 · form4.xml · derivative · entry 3 Wlos Marya Burgio · CIK 0002063487 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,571 Underlying: Common Stock · 1,571 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 annual installments beginning March 1, 2027. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning March 1, 2027. Read SEC document |
| May 02, 2025 Filed May 5, 2025 14:58 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantCommon Stock | 2,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-013300 · form4.xml · nonDerivative · entry 1 Wlos Marya Burgio · CIK 0002063487 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,266 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.