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 | 72,654.3212 |
Reported balance
After 2026-04-29 transaction · row 1
1 source rowRow 1 · 2026-04-29 · Exercise / conversion · Acquired 9 · Balance 72,654.3212 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 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-04-29 · Exercise / conversion · Disposed 9 · Balance 1,220 F5: 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. F6: Includes 9.4418 units of phantom stock acquired on April 10, 2026 under the LTIP's dividend reinvestment feature. |
| Common StockSEC Table I · non-derivative | IndirectBy son, John K. Parente Trust U/A 6/15/96 | 10,000 |
Reported balance
Holding disclosure · report date 2026-04-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,000 F2: The trust was established for the benefit of the reporting person's child and the reporting person does not have investment discretion nor a pecuniary interest in the shares held by the trust. The reporting person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the reporting person is the beneficial owner of these shares for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy son, Louis C. Parente Trust U/A 3/29/01 | 10,000 |
Reported balance
Holding disclosure · report date 2026-04-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 10,000 F3: The trust was established for the benefit of the reporting person's child and the reporting person does not have any investment discretion, voting power or pecuniary interest in the shares held by the trust. The reporting person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the reporting person is the beneficial owner of these shares for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy son, Samuel M. Parente Trust U/A 6/16/98 | 10,000 |
Reported balance
Holding disclosure · report date 2026-04-29 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 10,000 F4: The trust was established for the benefit of the reporting person's child and the reporting person does not have any investment discretion, voting power or pecuniary interest in the shares held by the trust. The reporting person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the reporting person is the beneficial owner of these shares for purposes of Section 16 or for any other purpose. |
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 trust was established for the benefit of the reporting person's child and the reporting person does not have investment discretion nor a pecuniary interest in the shares held by the trust. The reporting person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the reporting person is the beneficial owner of these shares for purposes of Section 16 or for any other purpose.
F3: The trust was established for the benefit of the reporting person's child and the reporting person does not have any investment discretion, voting power or pecuniary interest in the shares held by the trust. The reporting person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the reporting person is the beneficial owner of these shares for purposes of Section 16 or for any other purpose.
F4: The trust was established for the benefit of the reporting person's child and the reporting person does not have any investment discretion, voting power or pecuniary interest in the shares held by the trust. The reporting person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the reporting person is the beneficial owner of these shares for purposes of Section 16 or for any other purpose.
F5: 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.
F6: 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 20:22 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 9 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000723188-26-000086 · form4.xml · derivative · entry 5 Parente John · CIK 0001486057 · 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. F5 · 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. F5 · 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. F5 · 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. F6 · 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 20:22 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 9 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000723188-26-000086 · form4.xml · nonDerivative · entry 1 Parente John · CIK 0001486057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,654.3212 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 14:49 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 1,254 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000723188-26-000076 · form4.xml · derivative · entry 2 Parente John · CIK 0001486057 · 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 14:49 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 1,254 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000723188-26-000076 · form4.xml · nonDerivative · entry 1 Parente John · CIK 0001486057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,645.3212 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 18, 2026 18:31 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,220 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000723188-26-000060 · form4.xml · derivative · entry 1 Parente John · CIK 0001486057 · 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_date: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended ("LTIP"). 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 Financial System, Inc. 2022 Long-Term Incentive Plan, as amended ("LTIP"). 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 9.6079 units of phantom stock acquired on January 12, 2026 under the LTIP's dividend reinvestment feature. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 18:55 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 4,246 | $0.00 Strike: $38.02 | $0.00 |
DisclosureSEC source: 0000723188-25-000013 · form4.xml · derivative · entry 4 Parente John · CIK 0001486057 · Director 10b5-1 filing: No plan indicated 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 |
| December 16, 2025 Filed Dec 17, 2025 18:55 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 2,683 | $60.18 | $161,462.94 |
DisclosureSEC source: 0000723188-25-000013 · form4.xml · nonDerivative · entry 2 Parente John · CIK 0001486057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,391.3212 Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 18:55 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 4,246 | $38.02 | $161,432.92 |
DisclosureSEC source: 0000723188-25-000013 · form4.xml · nonDerivative · entry 1 Parente John · CIK 0001486057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,074.3212 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 |
| April 14, 2025 Filed Apr 16, 2025 19:09 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 12 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-012098 · form4.xml · derivative · entry 2 Parente John · CIK 0001486057 · 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_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 19:09 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-012098 · form4.xml · nonDerivative · entry 1 Parente John · CIK 0001486057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,828.3212 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 $51.74 per share. Read SEC document |
| March 19, 2025 Filed Mar 20, 2025 17:28 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 1,430 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010090 · form4.xml · derivative · entry 3 Parente John · CIK 0001486057 · 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_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 17:28 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 1,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010090 · form4.xml · nonDerivative · entry 1 Parente John · CIK 0001486057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,816.3212 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 17:28 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,225 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010090 · form4.xml · derivative · entry 2 Parente John · CIK 0001486057 · 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_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 19:38 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: 0001127602-24-010751 · form4.xml · derivative · entry 2 Parente John · CIK 0001486057 · 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 15, 2024 Filed Mar 19, 2024 16:07 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 1,198.8194 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010574 · form4.xml · derivative · entry 2 Parente John · CIK 0001486057 · 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_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. F1 · 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 15, 2024 Filed Mar 19, 2024 16:07 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 1,198.8194 | $43.65 | $52,328.47 |
DisclosureSEC source: 0001127602-24-010574 · form4.xml · nonDerivative · entry 1 Parente John · CIK 0001486057 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,386.3212 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 16:20 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 661.6714 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010398 · form4.xml · derivative · entry 3 Parente John · CIK 0001486057 · 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. 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 16, 2023 16:20 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 661.6714 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010398 · form4.xml · nonDerivative · entry 1 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,187.5018 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 15, 2023 Filed Mar 17, 2023 15:49 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | PurchaseCommon Stock | 2,000 | $53.20 | $106,400.00 |
DisclosureSEC source: 0001127602-23-010500 · form4.xml · nonDerivative · entry 1 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,187.5018 Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 16:20 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,154 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010398 · form4.xml · derivative · entry 2 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,815.6714 Underlying: Common Stock · 1,154 shares Expires not disclosed 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 17.6714 units of phantom stock acquired as dividend equivalents under the Plan. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 22:27 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 644 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009529 · form4.xml · derivative · entry 3 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 644 Underlying: Common Stock · 644 shares Expires not disclosed F3 · 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. F3 · 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 15, 2022 Filed Mar 16, 2022 22:27 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 578.8265 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009529 · form4.xml · derivative · entry 2 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 578.8265 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 · shares: Includes 9.8265 units of phantom stock acquired as dividend equivalents under the Community Bank System, Inc. 2014 Long-Term Incentive Plan (the "Plan"). F3 · 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. F3 · 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 15, 2022 Filed Mar 16, 2022 22:27 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 578.8265 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009529 · form4.xml · nonDerivative · entry 1 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,525.8304 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, 2022, 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 16, 2021 Filed Mar 17, 2021 22:41 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 569 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011185 · form4.xml · derivative · entry 1 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569 Underlying: Common Stock · 569 shares Expires not disclosed 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 10, 2021 Filed Mar 11, 2021 22:05 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 3,937 | $0.00 Strike: $35.36 | $0.00 |
DisclosureSEC source: 0001127602-21-010260 · form4.xml · derivative · entry 5 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,937 shares Expires 2025-03-18 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 10, 2021 Filed Mar 11, 2021 22:05 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 3,631 | $0.00 Strike: $37.77 | $0.00 |
DisclosureSEC source: 0001127602-21-010260 · form4.xml · derivative · entry 4 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,631 shares Expires 2024-03-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 10, 2021 Filed Mar 11, 2021 22:05 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 7,568 | $79.36 | $600,571.51 |
DisclosureSEC source: 0001127602-21-010260 · form4.xml · nonDerivative · entry 3 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,947.0039 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.25 to $79.49, 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 10, 2021 Filed Mar 11, 2021 22:05 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 3,937 | $35.36 | $139,212.32 |
DisclosureSEC source: 0001127602-21-010260 · form4.xml · nonDerivative · entry 2 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,515.0039 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 10, 2021 Filed Mar 11, 2021 22:05 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 3,631 | $37.77 | $137,142.87 |
DisclosureSEC source: 0001127602-21-010260 · form4.xml · nonDerivative · entry 1 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,578.0039 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 09, 2020 Filed Nov 9, 2020 22:57 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 4,631 | $0.00 Strike: $29.79 | $0.00 |
DisclosureSEC source: 0001127602-20-028514 · form4.xml · derivative · entry 6 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,631 shares Expires 2023-03-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 09, 2020 Filed Nov 9, 2020 22:57 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 4,566 | $0.00 Strike: $28.78 | $0.00 |
DisclosureSEC source: 0001127602-20-028514 · form4.xml · derivative · entry 5 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,566 shares Expires 2022-03-21 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 09, 2020 Filed Nov 9, 2020 22:57 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 4,631 | $66.83 | $309,480.47 |
DisclosureSEC source: 0001127602-20-028514 · form4.xml · nonDerivative · entry 4 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,947.0039 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.69 to $66.265, 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 |
| November 09, 2020 Filed Nov 9, 2020 22:57 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 4,631 | $29.79 | $137,957.49 |
DisclosureSEC source: 0001127602-20-028514 · form4.xml · nonDerivative · entry 3 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,578.0039 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 09, 2020 Filed Nov 9, 2020 22:57 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 4,566 | $63.01 | $287,705.94 |
DisclosureSEC source: 0001127602-20-028514 · form4.xml · nonDerivative · entry 2 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,947.0039 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.51 to $63.45, 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 |
| November 09, 2020 Filed Nov 9, 2020 22:57 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 4,566 | $28.78 | $131,409.48 |
DisclosureSEC source: 0001127602-20-028514 · form4.xml · nonDerivative · entry 1 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,513.0039 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 01:33 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 796 | $0.00 Strike: $58.12 | $0.00 |
DisclosureSEC source: 0001127602-20-027680 · form4.xml · derivative · entry 1 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 796 Underlying: Common Stock · 796 shares Expires 2030-10-28 Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 00:49 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 3,171 | $0.00 Strike: $51.64 | $0.00 |
DisclosureSEC source: 0001127602-20-011352 · form4.xml · derivative · entry 2 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,171 Underlying: Common Stock · 3,171 shares Expires 2030-03-17 Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 18:36 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 2,388 | $0.00 Strike: $59.41 | $0.00 |
DisclosureSEC source: 0001127602-19-012836 · form4.xml · derivative · entry 1 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,388 Underlying: Common Stock · 2,388 shares Expires 2029-03-20 Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 22:47 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 2,559 | $0.00 Strike: $55.92 | $0.00 |
DisclosureSEC source: 0001127602-18-012578 · form4.xml · derivative · entry 5 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,559 Underlying: Common Stock · 2,559 shares Expires 2028-03-20 Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 21:11 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 2,478 | $0.00 Strike: $57.12 | $0.00 |
DisclosureSEC source: 0001127602-17-011967 · form4.xml · derivative · entry 1 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,478 Underlying: Common Stock · 2,478 shares Expires 2027-03-15 Read SEC document |
| January 26, 2017 Filed Jan 26, 2017 21:33 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 5,000 | $61.56 | $307,800.00 |
DisclosureSEC source: 0001127602-17-002499 · form4.xml · nonDerivative · entry 1 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Charles E. Parente Revocable Trust Disclosed balance after: 17,336 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.36 to $61.89, 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 |
| January 16, 2017 Filed Jan 18, 2017 21:20 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | OtherCommon Stock | 2,336 | $59.14 | $138,151.04 |
DisclosureSEC source: 0001127602-17-001878 · form4.xml · nonDerivative · entry 1 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Charles E. Parente Revocable Trust Disclosed balance after: 22,336 F1 · kind: The Charles E. Parente Revocable Trust acquired 2,336 shares of common stock in connection with the net settlement of stock options held by the trust. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 21:01 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 3,566 | $60.89 | $217,124.47 |
DisclosureSEC source: 0001127602-16-069665 · form4.xml · nonDerivative · entry 1 Parente John · CIK 0001486057 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Charles E. Parente Revocable Trust Disclosed balance after: 20,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.69 to $61.01, 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. F2 · ownership.nature: The reporting person was appointed trustee of the Charles E. Parente Revocable Trust on October 24, 2016. Members of the reporting person's immediate family are among the beneficiaries of the trust. The reporting person disclaims beneficial interest of the Community Bank System, Inc. common stock held by the trust except to the extent of his pecuniary interest therein. 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.