Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMUNITY FINANCIAL SYSTEM, INC.CBU · Entity 4178 | EVP, Chief Admin & HR Officer | 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 | 1,275 |
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 1,275 · Balance 1,275 F2: Each restricted stock unit represents a contingent right to receive on 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 | 4,871 |
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 4,871 · Balance 4,871 F4: The option vests ratably on March 17, 2027, 2028, 2029, 2030, and 2031. |
| Common StockSEC Table I · non-derivative | Direct | 6,647 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 6,647 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 250.8975 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 250.8975 F1: The number of shares reported herein 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 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 on 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.
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 19:39 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 4,871 | $0.00 Strike: $56.64 | $0.00 |
DisclosureSEC source: 0000723188-26-000072 · form4.xml · derivative · entry 4 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Admin & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,871 Underlying: Common Stock · 4,871 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 19:39 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantRestricted Stock Units · Derivative | 1,275 | $0.00 | $0.00 |
DisclosureSEC source: 0000723188-26-000072 · form4.xml · derivative · entry 3 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Admin & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,275 Underlying: Common Stock · 1,275 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive on 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 04, 2026 Filed Mar 6, 2026 18:50 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 943.0628 | $59.87 | $56,461.17 |
DisclosureSEC source: 0000723188-26-000040 · form4.xml · nonDerivative · entry 2 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Admin & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,647 F2 · kind: Payment of tax liability associated with vesting of restricted stock awards. Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 18:50 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantCommon Stock | 2,562.0628 | $0.00 | $0.00 |
DisclosureSEC source: 0000723188-26-000040 · form4.xml · nonDerivative · entry 1 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Admin & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,590.0628 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 2,304 shares of common stock under the award and 258.0628 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 17:13 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 522 | $60.55 | $31,607.10 |
DisclosureSEC source: 0000723188-26-000038 · form4.xml · nonDerivative · entry 1 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Admin & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,028 F1 · kind: Payment of tax liability associated with vesting of restricted stock awards. Read SEC document |
| December 29, 2025 Filed Mar 4, 2026 17:09 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 3,450.3591 | $58.85 | $203,053.63 |
DisclosureSEC source: 0000723188-26-000036 · form4.xml · nonDerivative · entry 1 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Admin & HR Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By 401(k) Plan Disclosed balance after: 0 Read SEC document |
| March 18, 2025 Filed Mar 19, 2025 21:56 UTC Amendment | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 4,553 | $0.00 Strike: $58.10 | $0.00 |
DisclosureSEC source: 0001127602-25-010039 · form4a.xml · derivative · entry 3 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Admin & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,553 Underlying: Common Stock · 4,553 shares Expires 2035-03-18 F3 · shares: This amendment is filed to correct the number of stock options acquired. The correct number is 4,553 shares. F4 · 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 21:56 UTC Amendment | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantCommon Stock | 1,233 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010039 · form4a.xml · nonDerivative · entry 1 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Admin & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,550 F1 · shares: This amendment is filed to correct the number of shares of restricted stock acquired. The correct number is 1,233 shares. Read SEC document |
| March 18, 2025 Filed Mar 19, 2025 21:23 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 1,233 | $0.00 Strike: $58.10 | $0.00 |
DisclosureSEC source: 0001127602-25-010011 · form4.xml · derivative · entry 3 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Admin & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,233 Underlying: Common Stock · 1,233 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 21:23 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantCommon Stock | 4,553 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010011 · form4.xml · nonDerivative · entry 1 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Admin & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,870 Read SEC document |
| March 12, 2025 Filed Mar 13, 2025 21:00 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 532.1799 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009370 · form4.xml · nonDerivative · entry 1 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Admin & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,317 F1 · kind: Payment of tax liability associated with vesting of performance stock award. Read SEC document |
| March 07, 2025 Filed Mar 11, 2025 17:46 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantCommon Stock | 1,472.1799 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009004 · form4.xml · nonDerivative · entry 1 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Admin & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,849.1799 F1 · shares: On March 7, 2025, the Compensation Committee approved the vesting of the three-year performance-based restricted stock award, granted to the reporting person in 2022, based on achievement of predetermined performance criteria at the target level. The reporting person received 1,332 shares of common stock under the award and 140.1799 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 03, 2025 Filed Mar 4, 2025 17:43 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 444 | $63.29 | $28,100.76 |
DisclosureSEC source: 0001127602-25-007689 · form4.xml · nonDerivative · entry 1 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Admin & HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,377 F1 · kind: Payment of tax liability associated with vesting of restricted stock awards. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 15:45 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 177 | $58.07 | $10,278.39 |
DisclosureSEC source: 0001127602-24-025015 · form4.xml · nonDerivative · entry 1 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Human Resources Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,821 Read SEC document |
| March 19, 2024 Filed Mar 20, 2024 15:19 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 4,987 | $0.00 Strike: $44.27 | $0.00 |
DisclosureSEC source: 0001127602-24-010739 · form4.xml · derivative · entry 3 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Human Resources Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,987 Underlying: Common Stock · 4,987 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 15:19 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantCommon Stock | 1,391 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010739 · form4.xml · nonDerivative · entry 1 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Human Resources Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,998 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:38 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 218 | $45.30 | $9,875.40 |
DisclosureSEC source: 0001127602-24-008482 · form4.xml · nonDerivative · entry 1 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Human Resources Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,607 F1 · kind: Payment of tax liability associated with vesting of restricted stock awards. Read SEC document |
| October 01, 2023 Filed Oct 2, 2023 19:12 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 176 | $42.21 | $7,428.96 |
DisclosureSEC source: 0001127602-23-024945 · form4.xml · nonDerivative · entry 1 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Human Resources Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,825 F1 · kind: Payment of tax liability associated with vesting of restricted stock award. Read SEC document |
| March 14, 2023 Filed Mar 15, 2023 16:32 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 4,199 | $0.00 Strike: $54.06 | $0.00 |
DisclosureSEC source: 0001127602-23-010256 · form4.xml · derivative · entry 3 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Human Resources Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,199 Underlying: Common Stock · 4,199 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 16:32 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantCommon Stock | 1,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010256 · form4.xml · nonDerivative · entry 1 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Human Resources Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,001 Read SEC document |
| March 08, 2023 Filed Mar 9, 2023 19:18 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 81 | $61.05 | $4,945.05 |
DisclosureSEC source: 0001127602-23-009549 · form4.xml · nonDerivative · entry 1 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Human Resources Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,849 F1 · kind: Payment of tax liability associated with vesting of restricted stock award. Read SEC document |
| October 03, 2022 Filed Oct 12, 2022 19:59 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 203 | $60.08 | $12,196.24 |
DisclosureSEC source: 0001127602-22-023884 · form4.xml · nonDerivative · entry 1 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Human Resources Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,930 F1 · kind: Payment of tax liability associated with vesting of restricted stock award. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 21:19 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 2,676 | $0.00 Strike: $72.51 | $0.00 |
DisclosureSEC source: 0001127602-22-009504 · form4.xml · derivative · entry 3 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Human Resources Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,676 Underlying: Common Stock · 2,676 shares Expires 2032-03-15 F2 · derivative.exercise_date: The option vests ratably on March 15, 2023, 2024, 2025, 2026, and 2027. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 21:19 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantCommon Stock | 666 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009504 · form4.xml · nonDerivative · entry 1 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Human Resources Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,133 Read SEC document |
| March 15, 2022 Filed Mar 15, 2023 16:13 UTC Amendment | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 2,676 | $0.00 Strike: $71.78 | $0.00 |
DisclosureSEC source: 0001127602-23-010254 · form4a.xml · derivative · entry 1 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Human Resources Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,676 Underlying: Common Stock · 2,676 shares Expires 2032-03-15 F1 · derivative.exercise_price: This amendment is filed to correct the exercise price of the stock option which was originally reported as $72.51. The correct exercise price is $71.78 as set forth in this amendment. F2 · derivative.exercise_date: The option vests ratably on March 15, 2023, 2024, 2025, 2026, and 2027. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 20:49 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantCommon Stock | 1,467 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-026685 · form4.xml · nonDerivative · entry 1 Gillan-Myer Maureen A · CIK 0001670754 · EVP, Chief Human Resources Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,467 F1 · balance_after: Initial grant of restricted stock that vests ratably on October 1, 2022, 2023 and 2024. 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.