Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMUNITY FINANCIAL SYSTEM, INC.CBU · Entity 4178 | EVP and General Counsel | March 17, 2026 | March 19, 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 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 | 1,373 |
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 1,373 · Balance 1,373 F2: Each restricted stock unit represents the contingent right to receive one share of Community Financial System, Inc. common stock. F3: The restricted stock units vest in three equal annual installments beginning March 1, 2027. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $56.64 · Expires 2036-03-17 | Direct | 5,246 |
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 5,246 · Balance 5,246 F4: The option vests ratably on March 17, 2027, 2028, 2029, 2030, and 2031. |
| Common StockSEC Table I · non-derivative | Direct | 8,010 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 8,010 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(K) | 2,812.655 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,812.655 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 the contingent right to receive one share of Community Financial System, Inc. common stock.
F3: The restricted stock units vest in three equal annual installments beginning March 1, 2027.
F4: The option vests ratably on March 17, 2027, 2028, 2029, 2030, and 2031.
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 19:21 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 5,246 | $0.00 Strike: $56.64 | $0.00 |
DisclosureSEC source: 0000723188-26-000071 · form4.xml · derivative · entry 4 Abdo Michael N · CIK 0001933852 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,246 Underlying: Common Stock · 5,246 shares Expires 2036-03-17 F4 · derivative.exercise_date: The option vests ratably on March 17, 2027, 2028, 2029, 2030, and 2031. Read SEC document |
| March 17, 2026 Filed Mar 19, 2026 19:21 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantRestricted Stock Units · Derivative | 1,373 | $0.00 | $0.00 |
DisclosureSEC source: 0000723188-26-000071 · form4.xml · derivative · entry 3 Abdo Michael N · CIK 0001933852 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,373 Underlying: Common Stock · 1,373 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of Community Financial System, Inc. common stock. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning March 1, 2027. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning March 1, 2027. Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 19:09 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 707.2353 | $59.87 | $42,342.18 |
DisclosureSEC source: 0000723188-26-000041 · form4.xml · nonDerivative · entry 2 Abdo Michael N · CIK 0001933852 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,010 F2 · kind: Payment of tax liability associated with vesting of performance stock award. Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 19:09 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantCommon Stock | 1,948.2353 | $0.00 | $0.00 |
DisclosureSEC source: 0000723188-26-000041 · form4.xml · nonDerivative · entry 1 Abdo Michael N · CIK 0001933852 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,717.2353 F1 · shares: On March 4, 2026, the Compensation Committee approved the vesting of the three-year performance-based restricted stock award, granted to the reporting person in 2023, based on achievement of predetermined performance criteria at the target level. The reporting person received 1,752 shares of common stock under the award and 196.2353 shares of common stock acquired under the dividend reinvestment feature of the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan"). Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 16:55 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 485 | $60.55 | $29,366.75 |
DisclosureSEC source: 0000723188-26-000029 · form4.xml · nonDerivative · entry 1 Abdo Michael N · CIK 0001933852 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,769 F1 · kind: Payment of tax liability associated with vesting of restricted stock awards. Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 21:05 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 2,287 | $0.00 Strike: $38.02 | $0.00 |
DisclosureSEC source: 0000723188-26-000003 · form4.xml · derivative · entry 4 Abdo Michael N · CIK 0001933852 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,287 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. F2 · derivative.exercise_date: The option vested ratably on March 16, 2017, 2018, 2019, 2020, and 2021. Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 21:05 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 1,763 | $62.44 | $110,081.72 |
DisclosureSEC source: 0000723188-26-000003 · form4.xml · nonDerivative · entry 2 Abdo Michael N · CIK 0001933852 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,254 Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 21:05 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 2,287 | $38.02 | $86,951.74 |
DisclosureSEC source: 0000723188-26-000003 · form4.xml · nonDerivative · entry 1 Abdo Michael N · CIK 0001933852 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,017 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 18, 2025 Filed Mar 19, 2025 22:32 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 4,898 | $0.00 Strike: $58.10 | $0.00 |
DisclosureSEC source: 0001127602-25-010048 · form4.xml · derivative · entry 3 Abdo Michael N · CIK 0001933852 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,898 Underlying: Common Stock · 4,898 shares Expires 2035-03-18 F2 · derivative.exercise_date: The option vests ratably on March 18, 2026, 2027, 2028, 2029, and 2030. Read SEC document |
| March 18, 2025 Filed Mar 19, 2025 22:32 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantCommon Stock | 1,326 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010048 · form4.xml · nonDerivative · entry 1 Abdo Michael N · CIK 0001933852 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,730 Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 17:23 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 432 | $63.29 | $27,341.28 |
DisclosureSEC source: 0001127602-25-007688 · form4.xml · nonDerivative · entry 1 Abdo Michael N · CIK 0001933852 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,404 F1 · kind: Payment of tax liability associated with vesting of restricted stock awards. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 20:31 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 2,100 | $0.00 Strike: $35.36 | $0.00 |
DisclosureSEC source: 0001127602-24-028166 · form4.xml · derivative · entry 4 Abdo Michael N · CIK 0001933852 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,100 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. F2 · derivative.exercise_date: The option vested ratably on March 18, 2016, 2017, 2018, 2019, and 2020. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 20:31 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 1,422 | $71.45 | $101,601.90 |
DisclosureSEC source: 0001127602-24-028166 · form4.xml · nonDerivative · entry 2 Abdo Michael N · CIK 0001933852 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,836 Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 20:31 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 2,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-028166 · form4.xml · nonDerivative · entry 1 Abdo Michael N · CIK 0001933852 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,258 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 19, 2024 Filed Mar 20, 2024 14:28 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 4,750 | $0.00 Strike: $44.27 | $0.00 |
DisclosureSEC source: 0001127602-24-010725 · form4.xml · derivative · entry 3 Abdo Michael N · CIK 0001933852 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,750 Underlying: Common Stock · 4,750 shares Expires 2034-03-19 F2 · derivative.exercise_date: The option vests ratably on March 19, 2025, 2026, 2027, 2028, and 2029. Read SEC document |
| March 19, 2024 Filed Mar 20, 2024 14:28 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantCommon Stock | 1,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010725 · form4.xml · nonDerivative · entry 1 Abdo Michael N · CIK 0001933852 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,158 Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 18:19 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 700 | $0.00 Strike: $37.77 | $0.00 |
DisclosureSEC source: 0001127602-24-009347 · form4.xml · derivative · entry 3 Abdo Michael N · CIK 0001933852 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 700 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. F1 · derivative.exercise_date: The option vested ratably on March 19, 2015, 2016, 2017, 2018, and 2019. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 18:19 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 700 | $37.77 | $26,439.00 |
DisclosureSEC source: 0001127602-24-009347 · form4.xml · nonDerivative · entry 1 Abdo Michael N · CIK 0001933852 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,833 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 01, 2024 Filed Mar 5, 2024 20:49 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 237 | $45.30 | $10,736.10 |
DisclosureSEC source: 0001127602-24-008485 · form4.xml · nonDerivative · entry 1 Abdo Michael N · CIK 0001933852 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,133 F1 · kind: Payment of tax liability associated with vesting of restricted stock awards. Read SEC document |
| May 11, 2023 Filed May 15, 2023 16:00 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | OtherCommon Stock | 601.8725 | $44.86 | $27,000.00 |
DisclosureSEC source: 0001127602-23-015498 · form4.xml · nonDerivative · entry 1 Abdo Michael N · CIK 0001933852 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Indirect · By 401(K) Disclosed balance after: 1,196.2816 F1 · ownership.nature: The number of shares reported herein were acquired pursuant to Community Bank System, Inc.'s 401(K) Plan and are based on a current plan statement. Read SEC document |
| March 14, 2023 Filed Mar 15, 2023 16:07 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 3,192 | $0.00 Strike: $54.06 | $0.00 |
DisclosureSEC source: 0001127602-23-010253 · form4.xml · derivative · entry 3 Abdo Michael N · CIK 0001933852 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,192 Underlying: Common Stock · 3,192 shares Expires 2033-03-14 F1 · derivative.exercise_date: The option vests ratably on March 14, 2024, 2025, 2026, 2027, and 2028. Read SEC document |
| March 14, 2023 Filed Mar 15, 2023 16:07 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantCommon Stock | 875 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010253 · form4.xml · nonDerivative · entry 1 Abdo Michael N · CIK 0001933852 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,370 Read SEC document |
| March 08, 2023 Filed Mar 9, 2023 19:19 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 158 | $61.05 | $9,645.90 |
DisclosureSEC source: 0001127602-23-009550 · form4.xml · nonDerivative · entry 1 Abdo Michael N · CIK 0001933852 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,495 F1 · kind: Payment of tax liability associated with vesting of restricted stock award. 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.