Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMUNITY FINANCIAL SYSTEM, INC.CBU · Entity 4178 | Director | April 29, 2026 | May 01, 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 April 29, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,829.4908 |
Reported balance
After 2026-04-29 transaction · row 1
1 source rowRow 1 · 2026-04-29 · Exercise / conversion · Acquired 9 · Balance 4,829.4908 F1: On April 29, 2026, the reporting person's phantom stock units were settled for 9 shares of Community Financial System, Inc. common stock, and .4418 shares were settled in cash at the price of $63.17 per share. |
| Phantom Stock (Deferred Stock Units)SEC Table II · derivative / convertible security | Direct | 1,220 |
Reported balance
After 2026-04-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-29 · Exercise / conversion · Disposed 9 · Balance 1,220 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. F1: On April 29, 2026, the reporting person's phantom stock units were settled for 9 shares of Community Financial System, Inc. common stock, and .4418 shares were settled in cash at the price of $63.17 per share. F3: Includes 9.4418 units of phantom stock acquired on April 10, 2026 under the LTIP's dividend reinvestment feature. |
Filing footnotes · ownership attribution and instrument terms
F1: On April 29, 2026, the reporting person's phantom stock units were settled for 9 shares of Community Financial System, Inc. common stock, and .4418 shares were settled in cash at the price of $63.17 per share.
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 9.4418 units of phantom stock acquired on April 10, 2026 under the LTIP'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 |
|---|---|---|---|---|---|---|
| April 29, 2026 Filed May 1, 2026 20:21 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 9 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000723188-26-000084 · form4.xml · derivative · entry 2 Knauss Jeffery J · CIK 0001900543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,220 Underlying: Common Stock · 9 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 April 29, 2026, the reporting person's phantom stock units were settled for 9 shares of Community Financial System, Inc. common stock, and .4418 shares were settled in cash at the price of $63.17 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 9.4418 units of phantom stock acquired on April 10, 2026 under the LTIP's dividend reinvestment feature. Read SEC document |
| April 29, 2026 Filed May 1, 2026 20:21 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 9 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000723188-26-000084 · form4.xml · nonDerivative · entry 1 Knauss Jeffery J · CIK 0001900543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,829.4908 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 29, 2026, the reporting person's phantom stock units were settled for 9 shares of Community Financial System, Inc. common stock, and .4418 shares were settled in cash at the price of $63.17 per share. Read SEC document |
| March 19, 2026 Filed Mar 23, 2026 15:05 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 1,254 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000723188-26-000078 · form4.xml · derivative · entry 2 Knauss Jeffery J · CIK 0001900543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,220 Underlying: Common Stock · 1,254 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 19, 2026, the reporting person's phantom stock units were settled for 1,254 shares of Community Financial System, Inc. common stock, and .5514 shares were settled in cash at the price of $55.61 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. Read SEC document |
| March 19, 2026 Filed Mar 23, 2026 15:05 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 1,254 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000723188-26-000078 · form4.xml · nonDerivative · entry 1 Knauss Jeffery J · CIK 0001900543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,820.4908 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 19, 2026, the reporting person's phantom stock units were settled for 1,254 shares of Community Financial System, Inc. common stock, and .5514 shares were settled in cash at the price of $55.61 per share. Read SEC document |
| March 17, 2026 Filed Mar 19, 2026 13:56 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000723188-26-000062 · form4.xml · derivative · entry 1 Knauss Jeffery J · CIK 0001900543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,474.5514 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. F2 · balance_after: Includes 9.4706, 10.4729, and 9.6079 units of phantom stock acquired as dividend equivalents on July 10, 2025, October 10, 2025, and January 12, 2026, respectively, under the LTIP. Read SEC document |
| April 14, 2025 Filed Apr 16, 2025 21:30 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-012170 · form4.xml · derivative · entry 2 Knauss Jeffery J · CIK 0001900543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,225 Underlying: Common Stock · 12 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 12.7836 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 21:30 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-012170 · form4.xml · nonDerivative · entry 1 Knauss Jeffery J · CIK 0001900543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,566.4908 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 12 shares of Community Financial System, Inc. common stock, and .7836 shares were settled in cash at the price of $51.47 per share. Read SEC document |
| March 19, 2025 Filed Mar 20, 2025 16:45 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 1,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010088 · form4.xml · derivative · entry 3 Knauss Jeffery J · CIK 0001900543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,225 Underlying: Common Stock · 1,430 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. Read SEC document |
| March 19, 2025 Filed Mar 20, 2025 16:45 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 1,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010088 · form4.xml · nonDerivative · entry 1 Knauss Jeffery J · CIK 0001900543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,554.4908 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 · shares: On March 19, 2025, the reporting person's phantom stock units were settled for 1,430 shares of Community Financial System, Inc. common stock, and .373 shares were settled in cash at the price of $58.10 per share. Read SEC document |
| March 18, 2025 Filed Mar 20, 2025 16:45 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010088 · form4.xml · derivative · entry 2 Knauss Jeffery J · CIK 0001900543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,655.373 Underlying: Common Stock · 1,225 shares Expires not disclosed 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 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 |
| March 19, 2024 Filed Mar 20, 2024 18:26 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: 0001127602-24-010741 · form4.xml · derivative · entry 2 Knauss Jeffery J · CIK 0001900543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,395 Underlying: Common Stock · 1,395 shares Expires not disclosed F2 · derivative.exercise_date: The reporting person has received deferred stock units under 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 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 14, 2024 Filed Mar 15, 2024 16:29 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 1,198.8194 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010226 · form4.xml · derivative · entry 2 Knauss Jeffery J · CIK 0001900543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,198.8194 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 |
| March 14, 2024 Filed Mar 15, 2024 16:29 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 1,198.8194 | $45.74 | $54,834.00 |
DisclosureSEC source: 0001127602-24-010226 · form4.xml · nonDerivative · entry 1 Knauss Jeffery J · CIK 0001900543 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,124.4908 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 15, 2023 16:56 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 661.6714 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010259 · form4.xml · derivative · entry 3 Knauss Jeffery J · CIK 0001900543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,154 Underlying: Common Stock · 661.6714 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 |
| March 15, 2023 Filed Mar 15, 2023 16:56 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 661.6714 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010259 · form4.xml · nonDerivative · entry 1 Knauss Jeffery J · CIK 0001900543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 925.6714 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 14, 2023 Filed Mar 15, 2023 16:56 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010259 · form4.xml · derivative · entry 2 Knauss Jeffery J · CIK 0001900543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,815.6714 Underlying: Common Stock · 1,154 shares Expires not disclosed 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. F2 · balance_after: Includes 17.6714 units of phantom stock acquired as dividend equivalents under the Plan. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 21:28 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009516 · form4.xml · derivative · entry 1 Knauss Jeffery J · CIK 0001900543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 644 Underlying: Common Stock · 644 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 |
| January 07, 2022 Filed Jan 14, 2022 22:14 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | PurchaseCommon Stock | 250 | $77.27 | $19,317.50 |
DisclosureSEC source: 0001127602-22-001532 · form4.xml · nonDerivative · entry 1 Knauss Jeffery J · CIK 0001900543 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264 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.