Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMUNITY FINANCIAL SYSTEM, INC.CBU · Entity 4178 | Director | 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 |
|---|---|---|---|
| Phantom Stock (Deferred Stock Units)SEC Table II · derivative / convertible security | Direct | 8,224.6013 |
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 1,220 · Balance 8,224.6013 F4: 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: Includes 41.4544 units of phantom stock acquired on January 12, 2026 as dividend equivalents under the LTIP. |
| Common StockSEC Table I · non-derivative | Direct | 11,270.349 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 11,270.349 F1: Includes 67.928 shares acquired on January 12, 2026 pursuant to the Community Financial System, Inc. Dividend Reinvestment Plan. |
| Phantom Stock (Deferred Compensation)SEC Table II · derivative / convertible security | Direct | 7,783.075 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 7,783.075 F2: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan ("DCP for Directors") will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F3: Includes 70.3453 units of phantom stock acquired on January 12, 2026 under the DCP for Directors' dividend reinvestment feature. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 67.928 shares acquired on January 12, 2026 pursuant to the Community Financial System, Inc. Dividend Reinvestment Plan.
F2: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan ("DCP for Directors") will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.
F3: Includes 70.3453 units of phantom stock acquired on January 12, 2026 under the DCP for Directors' dividend reinvestment feature.
F4: 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: Includes 41.4544 units of phantom stock acquired on January 12, 2026 as dividend equivalents under the LTIP.
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 18:09 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000723188-26-000070 · form4.xml · derivative · entry 3 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,224.6013 Underlying: Common Stock · 1,220 shares Expires not disclosed F4 · 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. F4 · 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. F4 · 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. F5 · balance_after: Includes 41.4544 units of phantom stock acquired on January 12, 2026 as dividend equivalents under the LTIP. Read SEC document |
| December 18, 2025 Filed Dec 19, 2025 15:53 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 189.4876 | $60.69 | $11,500.00 |
DisclosureSEC source: 0000723188-25-000014 · form4.xml · derivative · entry 3 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,712.7297 Underlying: Common Stock · 189.4876 shares Expires not disclosed F4 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F4 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F4 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F5 · balance_after: Includes 66.2494 and 75.0594 units of phantom stock acquired as dividend equivalents on July 10, 2025, and October 10, 2025, respectively, under the Deferred Compensation Plan. Read SEC document |
| September 18, 2025 Filed Sep 22, 2025 15:30 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 192.4686 | $59.75 | $11,500.00 |
DisclosureSEC source: 0000723188-25-000003 · form4.xml · derivative · entry 1 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,381.9333 Underlying: Common Stock · 192.4686 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F1 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F1 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 19:22 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 211.9816 | $54.25 | $11,500.00 |
DisclosureSEC source: 0001127602-25-017961 · form4.xml · derivative · entry 1 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,189.4647 Underlying: Common Stock · 211.9816 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F1 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F1 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F2 · balance_after: Includes 74.1117 units of phantom stock acquired on April 10, 2025 under the Plan's dividend reinvestment feature. Read SEC document |
| March 31, 2025 Filed Mar 31, 2025 18:50 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 202.6432 | $56.75 | $11,500.00 |
DisclosureSEC source: 0001127602-25-010642 · form4.xml · derivative · entry 1 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,903.3714 Underlying: Common Stock · 202.6432 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F1 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. F1 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person. Read SEC document |
| March 18, 2025 Filed Mar 20, 2025 16:11 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010085 · form4.xml · derivative · entry 3 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,841.1314 Underlying: Common Stock · 1,225 shares Expires not disclosed F4 · 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. F4 · 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. F4 · 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. F5 · balance_after: Includes 35.5319, 45.4658, 39.1283, and 31.3024 units of phantom stock acquired as dividend equivalents on April 10, 2024, July 10, 2024, October 10, 2024, and January 10, 2025, respectively, under the Plan. Read SEC document |
| March 19, 2024 Filed Mar 20, 2024 22:30 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010843 · form4.xml · derivative · entry 1 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,464.703 Underlying: Common Stock · 1,395 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. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 19:16 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 3,631 | $0.00 Strike: $37.77 | $0.00 |
DisclosureSEC source: 0001127602-24-009973 · form4.xml · derivative · entry 3 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: No plan indicated 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 11, 2024 Filed Mar 13, 2024 19:16 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 2,905 | $42.72 | $124,101.60 |
DisclosureSEC source: 0001127602-24-009973 · form4.xml · nonDerivative · entry 2 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,689.6072 Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 19:16 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 3,631 | $37.77 | $137,142.87 |
DisclosureSEC source: 0001127602-24-009973 · form4.xml · nonDerivative · entry 1 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,594.6072 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 · balance_after: Includes 274.097 shares acquired pursuant to the Community Bank System, Inc. Dividend Reinvestment Plan. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 16:12 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Compensation) · Derivative | 932.3383 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-001509 · form4.xml · derivative · entry 3 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,438.9009 Underlying: Common Stock · 932.3383 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. F3 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. F3 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. F3 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. F4 · balance_after: Includes 299.2641 units of phantom stock acquired under the Deferred Compensation Plan's dividend reinvestment feature. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 16:12 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 932.3383 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-001509 · form4.xml · nonDerivative · entry 1 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,689.5102 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 21:58 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010335 · form4.xml · derivative · entry 3 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,941.2306 Underlying: Common Stock · 1,154 shares Expires not disclosed F3 · 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. F3 · 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. F3 · 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. F4 · balance_after: Includes 74.4395 units of phantom stock acquired as dividend equivalents under the Plan. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 22:57 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Compensation) · Derivative | 633.3678 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-001849 · form4.xml · derivative · entry 2 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,071.9751 Underlying: Common Stock · 633.3678 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: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. F1 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. F1 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. F2 · balance_after: Includes 47.4236, 50.8174, 54.984, and 52.5636 units of phantom stock acquired on April 11, 2022, July 11, 2022, October 10, 2022, and January 10, 2023, respectively, under the Deferred Compensation Plan's dividend reinvestment feature. Read SEC document |
| January 17, 2023 Filed Jan 19, 2023 22:57 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 633.3678 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-001849 · form4.xml · nonDerivative · entry 1 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,585.8069 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, 2022 Filed Mar 17, 2022 21:05 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009754 · form4.xml · derivative · entry 2 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,712.7911 Underlying: Common Stock · 644 shares Expires not disclosed F2 · derivative.exercise_price: The reporting person has received deferred stock units under the Community Bank System, Inc. 2014 Long-Term Incentive Plan (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.exercise_date: The reporting person has received deferred stock units under the Community Bank System, Inc. 2014 Long-Term Incentive Plan (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. 2014 Long-Term Incentive Plan (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 15.0353 units of phantom stock acquired on January 10, 2022, as dividend equivalents under the Plan. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 15:59 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 669.7283 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001649 · form4.xml · derivative · entry 2 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,053.7558 Underlying: Common Stock · 669.7283 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 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. F2 · 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. F2 · 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. F3 · balance_after: Includes 11.3185, 15.2667, and 16.1888 units of phantom stock acquired on April 9, 2021, July 9, 2021 and October 8, 2021, respectively, as dividend equivalents under the 2014 Long-Term Incentive Compensation Program. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 15:59 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 669.7283 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001649 · form4.xml · nonDerivative · entry 1 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,827.5021 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 January 18, 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 18, 2021 00:17 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011248 · form4.xml · derivative · entry 2 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,680.7101 Underlying: Common Stock · 569 shares Expires not disclosed F2 · 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. F2 · 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. F2 · 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. F3 · balance_after: Includes 17.7946 units of phantom stock acquired on January 11, 2021, as dividend equivalents under the 2014 Long-Term Incentive Compensation Program. Read SEC document |
| January 15, 2021 Filed Jan 19, 2021 22:39 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 758.7157 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002008 · form4.xml · derivative · entry 2 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,093.9155 Underlying: Common Stock · 758.7157 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. 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. F2 · balance_after: Includes 12.3591, 19.7078, and 19.1475 units of phantom stock acquired on April 9, 2020, July 10, 2020 and October 9, 2020, respectively, as dividend equivalents under the 2014 Long-Term Incentive Compensation Program. Read SEC document |
| January 15, 2021 Filed Jan 19, 2021 22:39 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 758.7157 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002008 · form4.xml · nonDerivative · entry 1 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,030.6608 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 11, 2020 Filed Nov 12, 2020 22:19 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 2,200 | $63.27 | $139,194.00 |
DisclosureSEC source: 0001127602-20-028844 · form4.xml · nonDerivative · entry 1 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,271.9451 Read SEC document |
| October 28, 2020 Filed Oct 30, 2020 12:59 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 172 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-027682 · form4.xml · derivative · entry 1 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,801.4168 Underlying: Common Stock · 172 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 |
| March 17, 2020 Filed Mar 19, 2020 01:31 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 667 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011376 · form4.xml · derivative · entry 1 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,629.4168 Underlying: Common Stock · 667 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 15, 2020 Filed Jan 17, 2020 20:23 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Stock Units) · Derivative | 1,779.4092 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-001905 · form4.xml · derivative · entry 4 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,962.4168 Underlying: Common Stock · 1,779.4092 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 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. F2 · price: On January 15, 2020, the reporting person's deferred stock units were settled for an equal number of shares of Community Bank System, Inc. common stock. F5 · 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. F5 · 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. F6 · balance_after: Includes 86.5868 units of phantom stock acquired as dividend equivalents under the 2014 Long-Term Incentive Compensation Program. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 20:23 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionPhantom Stock (Deferred Compensation) · Derivative | 2,697.3839 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-001905 · form4.xml · derivative · entry 3 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,136.8973 Underlying: Common Stock · 2,697.3839 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. F3 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. F1 · price: On January 15, 2020, the reporting person's phantom stock units were settled for an equal number of shares of Community Bank System, Inc. common stock. F3 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. F3 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. F4 · balance_after: Includes 236.7072 units of phantom stock acquired under the Deferred Compensation Plan's dividend reinvestment feature. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 20:23 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 1,779.4092 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001905 · form4.xml · nonDerivative · entry 2 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,471.9451 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 · price: On January 15, 2020, the reporting person's deferred stock units were settled for an equal number of shares of Community Bank System, Inc. common stock. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 20:23 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 2,697.3839 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001905 · form4.xml · nonDerivative · entry 1 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,692.5359 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 January 15, 2020, 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 20, 2019 Filed Mar 21, 2019 20:10 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 576 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-012655 · form4.xml · derivative · entry 1 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,655.2392 Underlying: Common Stock · 576 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. F2 · balance_after: Includes 188.2392 units of phantom stock acquired as dividend equivalents under the 2014 Long-Term Incentive Compensation Program. Read SEC document |
| May 14, 2018 Filed May 15, 2018 21:01 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 4,631 | $0.00 Strike: $29.79 | $0.00 |
DisclosureSEC source: 0001127602-18-017536 · form4.xml · derivative · entry 7 Fesette Neil E. · CIK 0001485738 · 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 |
| May 14, 2018 Filed May 15, 2018 21:01 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 4,566 | $0.00 Strike: $28.78 | $0.00 |
DisclosureSEC source: 0001127602-18-017536 · form4.xml · derivative · entry 6 Fesette Neil E. · CIK 0001485738 · 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 |
| May 14, 2018 Filed May 15, 2018 21:01 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 3,850 | $0.00 Strike: $27.36 | $0.00 |
DisclosureSEC source: 0001127602-18-017536 · form4.xml · derivative · entry 5 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,850 shares Expires 2021-01-19 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 |
| May 14, 2018 Filed May 15, 2018 21:01 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 9,168 | $60.04 | $550,446.72 |
DisclosureSEC source: 0001127602-18-017536 · form4.xml · nonDerivative · entry 4 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,989.675 Read SEC document |
| May 14, 2018 Filed May 15, 2018 21:01 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 4,631 | $29.79 | $137,957.49 |
DisclosureSEC source: 0001127602-18-017536 · form4.xml · nonDerivative · entry 3 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,157.675 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 |
| May 14, 2018 Filed May 15, 2018 21:01 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 4,566 | $28.78 | $131,409.48 |
DisclosureSEC source: 0001127602-18-017536 · form4.xml · nonDerivative · entry 2 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,526.675 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 |
| May 14, 2018 Filed May 15, 2018 21:01 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 3,850 | $27.36 | $105,336.00 |
DisclosureSEC source: 0001127602-18-017536 · form4.xml · nonDerivative · entry 1 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,960.675 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 20, 2018 Filed Mar 22, 2018 23:00 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 611 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-012584 · form4.xml · derivative · entry 2 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,891 Underlying: Common Stock · 611 shares Expires not disclosed F2 · 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. F2 · 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. F2 · 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 15, 2017 Filed Mar 16, 2017 22:24 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 553 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-012002 · form4.xml · derivative · entry 2 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,280 Underlying: Common Stock · 553 shares Expires not disclosed F2 · 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. F2 · 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. F2 · 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 |
| December 22, 2016 Filed Dec 23, 2016 17:21 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 124.0846 | $61.45 | $7,625.00 |
DisclosureSEC source: 0001127602-16-070881 · form4.xml · derivative · entry 1 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,151.6201 Underlying: Common Stock · 124.0846 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. F1 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. F1 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. F2 · balance_after: Includes 69.1919 units of phantom stock acquired on October 10, 2016 under the Deferred Compensation Plan's dividend reinvestment feature. Read SEC document |
| September 21, 2016 Filed Sep 23, 2016 22:02 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Compensation) · Derivative | 161.6836 | $47.16 | $7,625.00 |
DisclosureSEC source: 0001127602-16-063138 · form4.xml · derivative · entry 1 Fesette Neil E. · CIK 0001485738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,958.3436 Underlying: Common Stock · 161.6836 shares Expires not disclosed F1 · derivative.exercise_price: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. F1 · derivative.exercise_date: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. F1 · derivative.expiration_date: Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person. F2 · balance_after: Includes 75.9947 units of phantom stock acquired on July 11, 2016 under the Deferred Compensation Plan's dividend reinvestment feature. 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.