Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMUNITY FINANCIAL SYSTEM, INC.CBU · Entity 4178 | SVP, Chief Banking Officer · President, Commercial Banking | March 17, 2026 | March 19, 2026 |
| NBT BANCORP INCNBTB · Entity 4320 | Strategic Advisor | May 18, 2021 | May 20, 2021 |
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 March 17, 2026 · Filed March 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,449 |
Reported balance
After 2026-03-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-17 · Grant · Acquired 1,449 · Balance 1,449 F2: Each restricted stock unit represents a contingent right to receive one share of Community Financial System, Inc. common stock. F3: The restricted stock units vest in three equal installments beginning March 1, 2027. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $56.64 · Expires 2036-03-17 | Direct | 5,537 |
Reported balance
After 2026-03-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-17 · Grant · Acquired 5,537 · Balance 5,537 F4: The option vests ratably on March 17, 2027, 2028, 2029, 2030, and 2031. |
| Common StockSEC Table I · non-derivative | Direct | 2,858 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,858 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(K) | 9,888.7927 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,888.7927 F1: The number of shares reported herein were 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: The number of shares reported herein were acquired pursuant to Community Financial System, Inc.'s 401(k) Plan and are based on a current plan statement.
F2: Each restricted stock unit represents a contingent right to receive one share of Community Financial System, Inc. common stock.
F3: The restricted stock units vest in three equal installments beginning March 1, 2027.
F4: The option vests ratably on March 17, 2027, 2028, 2029, 2030, and 2031.
NBT BANCORP INC
Report date May 18, 2021 · Filed May 20, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| NBT Bancorp Inc. Common StockSEC Table I · non-derivative | Direct | 22,915 |
Reported balance
After 2021-05-18 transaction · row 1
1 source rowRow 1 · 2021-05-18 · Sale · Disposed 7,597 · Balance 22,915 F1: The sale price is an average of 7,597 shares sold at prices between 40.50 and 40.51. |
| NBT Bancorp Inc. Common StockSEC Table I · non-derivative | Indirect401k | 2,946.765 |
Reported balance
Holding disclosure · report date 2021-05-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,946.765 |
| NBT Bancorp Inc. Common StockSEC Table I · non-derivative | IndirectNBT Bancorp ESOP | 579.429 |
Reported balance
Holding disclosure · report date 2021-05-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 579.429 |
Filing footnotes · ownership attribution and instrument terms
F1: The sale price is an average of 7,597 shares sold at prices between 40.50 and 40.51.
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 |
|---|---|---|---|---|---|---|
| March 17, 2026 Filed Mar 19, 2026 16:04 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 5,537 | $0.00 Strike: $56.64 | $0.00 |
DisclosureSEC source: 0000723188-26-000068 · form4.xml · derivative · entry 4 Durkee Matthew K · CIK 0001707871 · SVP, Chief Banking Officer · President, Commercial Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,537 Underlying: Common Stock · 5,537 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 16:04 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantRestricted Stock Units · Derivative | 1,449 | $0.00 | $0.00 |
DisclosureSEC source: 0000723188-26-000068 · form4.xml · derivative · entry 3 Durkee Matthew K · CIK 0001707871 · SVP, Chief Banking Officer · President, Commercial Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,449 Underlying: Common Stock · 1,449 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Community Financial System, Inc. common stock. F3 · derivative.exercise_date: The restricted stock units vest in three equal installments beginning March 1, 2027. F3 · derivative.expiration_date: The restricted stock units vest in three equal installments beginning March 1, 2027. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 16:45 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 399 | $60.55 | $24,159.45 |
DisclosureSEC source: 0000723188-26-000025 · form4.xml · nonDerivative · entry 1 Durkee Matthew K · CIK 0001707871 · SVP, Chief Banking Officer · President, Commercial Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,858 F1 · kind: Payment of tax liability associated with vesting of restricted stock award. Read SEC document |
| May 18, 2021 Filed May 20, 2021 16:39 UTC | NBT BANCORP INC NBTB · Entity 4320 | SaleNBT Bancorp Inc. Common Stock | 7,597 | $40.50 | $307,679.26 |
DisclosureSEC source: 0001690001-21-000044 · edgardoc.xml · nonDerivative · entry 1 Durkee Matthew K · CIK 0001707871 · Strategic Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,915 F1 · price: The sale price is an average of 7,597 shares sold at prices between 40.50 and 40.51. Read SEC document |
| May 15, 2021 Filed May 18, 2021 13:06 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 7,403 | $40.37 | $298,859.11 |
DisclosureSEC source: 0001690001-21-000042 · edgardoc.xml · nonDerivative · entry 1 Durkee Matthew K · CIK 0001707871 · Strategic Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,512 Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 16:49 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 1,675 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-21-000038 · edgardoc.xml · nonDerivative · entry 1 Durkee Matthew K · CIK 0001707871 · Strategic Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,915 F1 · shares: Pursuant to NBT Bancorp Inc. Omnibus Performance Unit Agreement, each member of a select group of Management is entitled to receive an award based on Company performance goals in the form of restricted stock units that vest one year following the end of a performance period. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 16:22 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 102 | $34.81 | $3,550.62 |
DisclosureSEC source: 0001690001-21-000008 · edgardoc.xml · nonDerivative · entry 6 Durkee Matthew K · CIK 0001707871 · Strategic Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,240 Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 16:22 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 247 | $34.81 | $8,598.07 |
DisclosureSEC source: 0001690001-21-000008 · edgardoc.xml · nonDerivative · entry 5 Durkee Matthew K · CIK 0001707871 · Strategic Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,342 Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 16:22 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 198 | $34.81 | $6,892.38 |
DisclosureSEC source: 0001690001-21-000008 · edgardoc.xml · nonDerivative · entry 4 Durkee Matthew K · CIK 0001707871 · Strategic Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,589 Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 16:22 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 196 | $34.81 | $6,822.76 |
DisclosureSEC source: 0001690001-21-000008 · edgardoc.xml · nonDerivative · entry 3 Durkee Matthew K · CIK 0001707871 · Strategic Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,787 Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 16:22 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 167 | $34.81 | $5,813.27 |
DisclosureSEC source: 0001690001-21-000008 · edgardoc.xml · nonDerivative · entry 2 Durkee Matthew K · CIK 0001707871 · Strategic Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,983 Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 16:22 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 1,092 | $34.81 | $38,012.52 |
DisclosureSEC source: 0001690001-21-000008 · edgardoc.xml · nonDerivative · entry 1 Durkee Matthew K · CIK 0001707871 · Strategic Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,150 Read SEC document |
| December 31, 2020 Filed Feb 11, 2021 19:12 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 20.019 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-21-000014 · edgardoc.xml · nonDerivative · entry 2 Durkee Matthew K · CIK 0001707871 · Strategic Advisor 10b5-1 filing: Not disclosed Ownership: Indirect · NBT Bancorp ESOP Disclosed balance after: 579.429 F2 · price: Shares were purchased through payroll deferral and/or dividend reinvestment from 1/1/2020 to 12/31/2020 through NBT Bancorp Inc. ESOP Plan Read SEC document |
| December 31, 2020 Filed Feb 11, 2021 19:12 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 101.813 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-21-000014 · edgardoc.xml · nonDerivative · entry 1 Durkee Matthew K · CIK 0001707871 · Strategic Advisor 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Disclosed balance after: 2,946.765 F1 · price: Shares were purchased through payroll deferral and/or dividend reinvestment from 1/1/2020 to 12/31/2020 through NBT Bancorp Inc. 401k Plan. Read SEC document |
| March 23, 2020 Filed Mar 25, 2020 19:02 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 3,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-20-000013 · edgardoc.xml · nonDerivative · entry 2 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,242 F2 · shares: Pursuant to NBT Bancorp Inc. Omnibus Performance Unit Agreement, each member of a select group of Management is entitled to receive an award based on Company performance goals in the form of restricted stock units that vest one year following the end of a performance period. Read SEC document |
| March 23, 2020 Filed Mar 25, 2020 19:02 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 3,403 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-20-000013 · edgardoc.xml · nonDerivative · entry 1 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,874 F1 · shares: Pursuant to NBT Bancorp Inc. Omnibus Restricted Stock Unit Agreement the grant vests 20% annually. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 20:43 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 87 | $40.44 | $3,517.85 |
DisclosureSEC source: 0001140361-20-001050 · form4.xml · nonDerivative · entry 7 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,471 Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 20:43 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 165 | $40.44 | $6,671.78 |
DisclosureSEC source: 0001140361-20-001050 · form4.xml · nonDerivative · entry 6 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,558 Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 20:43 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 959 | $40.44 | $38,777.17 |
DisclosureSEC source: 0001140361-20-001050 · form4.xml · nonDerivative · entry 5 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,723 Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 20:43 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 167 | $40.44 | $6,752.65 |
DisclosureSEC source: 0001140361-20-001050 · form4.xml · nonDerivative · entry 4 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,682 Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 20:43 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 198 | $40.44 | $8,006.13 |
DisclosureSEC source: 0001140361-20-001050 · form4.xml · nonDerivative · entry 3 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,849 Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 20:43 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 51 | $40.44 | $2,062.19 |
DisclosureSEC source: 0001140361-20-001050 · form4.xml · nonDerivative · entry 2 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,047 Read SEC document |
| December 31, 2019 Filed Feb 13, 2020 20:02 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 15.073 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-20-000004 · edgardoc.xml · nonDerivative · entry 2 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Indirect · NBT Bancorp ESOP Disclosed balance after: 559.41 F2 · price: Shares were purchased through payroll deferral and/or dividend reinvestment from 1/1/2019 to 12/31/2019 through NBT Bancorp Inc. ESOP Plan. Read SEC document |
| December 31, 2019 Filed Feb 13, 2020 20:02 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 76.651 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-20-000004 · edgardoc.xml · nonDerivative · entry 1 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Disclosed balance after: 2,844.952 F1 · price: Shares were purchased through payroll deferral and/or dividend reinvestment from 1/1/2019 to 12/31/2019 through NBT Bancorp Inc. 401k Plan. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 14:17 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 1,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-19-000021 · edgardoc.xml · nonDerivative · entry 2 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,098 F2 · shares: Pursuant to NBT Bancorp Inc. Omnibus Restricted Stock Unit Agreement the grant vests 20% annually. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 14:17 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 2,863 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-19-000021 · edgardoc.xml · nonDerivative · entry 1 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,703 F1 · shares: Pursuant to NBT Bancorp Inc. Omnibus Performance Unit Agreement, each member of a select group of Management is entitled to receive an award based on Company performance goals in the form of restricted stock units that vest one year following the end of a performance period. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 19:31 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 51 | $36.02 | $1,837.02 |
DisclosureSEC source: 0001690001-19-000006 · edgardoc.xml · nonDerivative · entry 5 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,840 Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 19:31 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 162 | $36.02 | $5,835.24 |
DisclosureSEC source: 0001690001-19-000006 · edgardoc.xml · nonDerivative · entry 4 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,891 Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 19:31 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 138 | $36.02 | $4,970.76 |
DisclosureSEC source: 0001690001-19-000006 · edgardoc.xml · nonDerivative · entry 3 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,053 Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 19:31 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 1,120 | $36.02 | $40,342.40 |
DisclosureSEC source: 0001690001-19-000006 · edgardoc.xml · nonDerivative · entry 2 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,191 Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 19:31 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 198 | $36.02 | $7,131.96 |
DisclosureSEC source: 0001690001-19-000006 · edgardoc.xml · nonDerivative · entry 1 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,311 Read SEC document |
| December 31, 2018 Filed Feb 13, 2019 20:44 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 14.044 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-19-000009 · edgardoc.xml · nonDerivative · entry 2 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Indirect · NBT Bancorp ESOP Disclosed balance after: 544.337 F2 · price: Shares were purchased through payroll deferral and/or dividend reinvestment from 1/1/2018 to 12/31/2018 through NBT Bancorp Inc. ESOP Plan. Read SEC document |
| December 31, 2018 Filed Feb 13, 2019 20:44 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 71.423 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-19-000009 · edgardoc.xml · nonDerivative · entry 1 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Disclosed balance after: 2,768.301 F1 · price: Shares were purchased through payroll deferral and/or dividend reinvestment from 1/1/2018 to 12/31/2018 through NBT Bancorp Inc. 401k Plan. Read SEC document |
| March 26, 2018 Filed Mar 27, 2018 21:46 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 3,183 | $0.00 | $0.00 |
DisclosureSEC source: 0001611953-18-000022 · edgardoc.xml · nonDerivative · entry 1 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,814 F1 · shares: Pursuant to NBT Bancorp Inc. Omnibus Performance Unit Agreement, each member of a select group of Management is entitled to receive an award based on Company performance goals in the form of restricted stock units that vest one year following the end of a performance period. Read SEC document |
| March 26, 2018 Filed Mar 29, 2018 19:54 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 2,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001611953-18-000028 · edgardoc.xml · nonDerivative · entry 1 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,509 F1 · shares: Pursuant to NBT Bancorp Inc. Omnibus Restricted Stock Unit Agreement the grant vests 20% annually. Read SEC document |
| January 15, 2018 Filed Jan 16, 2018 23:29 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 178 | $38.16 | $6,792.48 |
DisclosureSEC source: 0001611953-18-000003 · edgardoc.xml · nonDerivative · entry 4 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,631 Read SEC document |
| January 15, 2018 Filed Jan 16, 2018 23:29 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 212 | $38.16 | $8,089.92 |
DisclosureSEC source: 0001611953-18-000003 · edgardoc.xml · nonDerivative · entry 3 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,809 Read SEC document |
| January 15, 2018 Filed Jan 16, 2018 23:29 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 55 | $38.16 | $2,098.80 |
DisclosureSEC source: 0001611953-18-000003 · edgardoc.xml · nonDerivative · entry 2 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,021 Read SEC document |
| January 15, 2018 Filed Jan 16, 2018 23:29 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 97 | $38.16 | $3,701.52 |
DisclosureSEC source: 0001611953-18-000003 · edgardoc.xml · nonDerivative · entry 1 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,076 Read SEC document |
| December 31, 2017 Filed Feb 13, 2018 19:08 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 9.763 | $0.00 | $0.00 |
DisclosureSEC source: 0001611953-18-000012 · edgardoc.xml · nonDerivative · entry 2 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Indirect · NBT Bancorp ESOP Disclosed balance after: 530.293 F2 · price: Shares were purchased through dividend reinvestment from 1/1/2017 through 12/31/2017 through NBT Bancorp Inc. ESOP Plan. Read SEC document |
| December 31, 2017 Filed Feb 13, 2018 19:08 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 49.656 | $0.00 | $0.00 |
DisclosureSEC source: 0001611953-18-000012 · edgardoc.xml · nonDerivative · entry 1 Durkee Matthew K · CIK 0001707871 · EVP / President of New England 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Disclosed balance after: 2,696.878 F1 · price: Shares were purchased through dividend reinvestment from 1/1/2017 through 12/31/2017 through NBT Bancorp Inc. 401k Plan. 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.