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 18, 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 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock (Deferred Stock Units)SEC Table II · derivative / convertible security | Direct | 7,630.8867 |
Reported balance
After 2026-03-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-17 · Grant · Acquired 1,220 · Balance 7,630.8867 F1: The reporting person has received deferred stock units under the Community Bank System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Bank System, Inc. common stock and will be settled in common stock at a predetermined date. F2: Includes 44.5994, 48.3956, 53.5179, and 49.0975 units of phantom stock acquired as dividend equivalents on April 10, 2025, July 10, 2025, October 10, 2025, and January 12, 2026, respectively, under the LTIP. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person has received deferred stock units under the Community Bank System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Bank System, Inc. common stock and will be settled in common stock at a predetermined date.
F2: Includes 44.5994, 48.3956, 53.5179, and 49.0975 units of phantom stock acquired as dividend equivalents on April 10, 2025, July 10, 2025, October 10, 2025, and January 12, 2026, respectively, under the LTIP.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SpartanNash Co
Report date September 22, 2025 · Filed September 22, 2025
Section 16 reporting ended · disclosed 2025-09-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2025-09-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-09-22 · Disposition to issuer · Disposed 12,484 · Balance 7,847 F1: On September 22, 2025, C&S Wholesale Grocers, LLC acquired the Issuer pursuant to an Agreement and Plan of Merger dated June 22, 2025 (the "Merger Agreement") by and among SpartanNash Company, New Mackinac HoldCo, Inc., Mackinac Merger Sub, Inc., and C&S Wholesale Grocers, LLC. At the Effective Time (as defined in the Merger Agreement), all outstanding SpartanNash Company stock was canceled immediately prior to the Effective Time and converted into the right to receive a cash payment of $26.90 a share. Row 2 · 2025-09-22 · Disposition to issuer · Disposed 7,847 · Balance 0 F2: Pursuant to the Merger Agreement, each SpartanNash restricted stock unit ("SpartanNash RSU") outstanding immediately prior to the Effective Time automatically vested and was cancelled and converted into the right to receive a cash payment of $26.90 in respect of each share of SpartanNash Company stock subject to such SpartanNash RSU. |
Filing footnotes · ownership attribution and instrument terms
F1: On September 22, 2025, C&S Wholesale Grocers, LLC acquired the Issuer pursuant to an Agreement and Plan of Merger dated June 22, 2025 (the "Merger Agreement") by and among SpartanNash Company, New Mackinac HoldCo, Inc., Mackinac Merger Sub, Inc., and C&S Wholesale Grocers, LLC. At the Effective Time (as defined in the Merger Agreement), all outstanding SpartanNash Company stock was canceled immediately prior to the Effective Time and converted into the right to receive a cash payment of $26.90 a share.
F2: Pursuant to the Merger Agreement, each SpartanNash restricted stock unit ("SpartanNash RSU") outstanding immediately prior to the Effective Time automatically vested and was cancelled and converted into the right to receive a cash payment of $26.90 in respect of each share of SpartanNash Company stock subject to such SpartanNash RSU.
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 18, 2026 18:53 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000723188-26-000061 · form4.xml · derivative · entry 1 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,630.8867 Underlying: Common Stock · 1,220 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. F2 · balance_after: Includes 44.5994, 48.3956, 53.5179, and 49.0975 units of phantom stock acquired as dividend equivalents on April 10, 2025, July 10, 2025, October 10, 2025, and January 12, 2026, respectively, under the LTIP. Read SEC document |
| September 22, 2025 Filed Sep 22, 2025 14:16 UTC | SpartanNash Co SPTN · Entity 75078 | Disposition to issuerCommon Stock | 7,847 | $26.90 | $211,084.30 |
DisclosureSEC source: 0001794595-25-000003 · primarydocument.xml · nonDerivative · entry 2 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F2 · price: Pursuant to the Merger Agreement, each SpartanNash restricted stock unit ("SpartanNash RSU") outstanding immediately prior to the Effective Time automatically vested and was cancelled and converted into the right to receive a cash payment of $26.90 in respect of each share of SpartanNash Company stock subject to such SpartanNash RSU. Read SEC document |
| September 22, 2025 Filed Sep 22, 2025 14:16 UTC | SpartanNash Co SPTN · Entity 75078 | Disposition to issuerCommon Stock | 12,484 | $26.90 | $335,819.60 |
DisclosureSEC source: 0001794595-25-000003 · primarydocument.xml · nonDerivative · entry 1 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,847 F1 · price: On September 22, 2025, C&S Wholesale Grocers, LLC acquired the Issuer pursuant to an Agreement and Plan of Merger dated June 22, 2025 (the "Merger Agreement") by and among SpartanNash Company, New Mackinac HoldCo, Inc., Mackinac Merger Sub, Inc., and C&S Wholesale Grocers, LLC. At the Effective Time (as defined in the Merger Agreement), all outstanding SpartanNash Company stock was canceled immediately prior to the Effective Time and converted into the right to receive a cash payment of $26.90 a share. Read SEC document |
| March 18, 2025 Filed Mar 20, 2025 17:06 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010089 · form4.xml · derivative · entry 1 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,215.2763 Underlying: Common Stock · 1,225 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. F2 · balance_after: Includes 35.5319, 45.4659, 39.1285, and 38.8151 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 15, 2025 Filed Mar 18, 2025 16:13 UTC | SpartanNash Co SPTN · Entity 75078 | Exercise / conversionRestricted Stock Unit · Derivative | 7,745 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-25-002526 · primarydocument.xml · derivative · entry 2 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,745 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 Restricted Stock Unit ('RSU') represents the right to receive one share of SpartanNash common stock. This award was granted on March 5, 2024. On March 15, 2025, the reporting person's RSUs were settled and converted entirely to SpartanNash common stock. F1 · price: Each Restricted Stock Unit ('RSU') represents the right to receive one share of SpartanNash common stock. This award was granted on March 5, 2024. On March 15, 2025, the reporting person's RSUs were settled and converted entirely to SpartanNash common stock. F1 · derivative.exercise_date: Each Restricted Stock Unit ('RSU') represents the right to receive one share of SpartanNash common stock. This award was granted on March 5, 2024. On March 15, 2025, the reporting person's RSUs were settled and converted entirely to SpartanNash common stock. F1 · derivative.expiration_date: Each Restricted Stock Unit ('RSU') represents the right to receive one share of SpartanNash common stock. This award was granted on March 5, 2024. On March 15, 2025, the reporting person's RSUs were settled and converted entirely to SpartanNash common stock. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 16:13 UTC | SpartanNash Co SPTN · Entity 75078 | Exercise / conversionCommon Stock | 7,745 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-25-002526 · primarydocument.xml · nonDerivative · entry 1 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,331 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: Each Restricted Stock Unit ('RSU') represents the right to receive one share of SpartanNash common stock. This award was granted on March 5, 2024. On March 15, 2025, the reporting person's RSUs were settled and converted entirely to SpartanNash common stock. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 17:11 UTC | SpartanNash Co SPTN · Entity 75078 | GrantCommon Stock | 7,847 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-002372 · primarydocument.xml · nonDerivative · entry 1 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,586 F1 · security: Represents the award of Restricted Stock Units ('RSUs') under the SpartanNash Company 2024 Stock Incentive Plan ('Plan'). These RSUs will vest on March 15, 2026. Each RSU represents the right to receive one share of SpartanNash common stock upon vesting. Prior to vesting, these RSUs will remain subject to restrictions in accordance with the Plan and the terms of the grant. Read SEC document |
| November 05, 2024 Filed Nov 6, 2024 20:25 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | PurchaseCommon Stock | 320 | $62.20 | $19,902.40 |
DisclosureSEC source: 0001127602-24-026569 · form4.xml · nonDerivative · entry 1 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,302 Read SEC document |
| November 05, 2024 Filed Nov 7, 2024 21:00 UTC Amendment | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | PurchaseCommon Stock | 320 | $62.20 | $19,902.40 |
DisclosureSEC source: 0001127602-24-026707 · form4a.xml · nonDerivative · entry 1 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,982 F1 · balance_after: This amendment is filed to correct the number of shares beneficially owned by the reporting person. The correct number of shares is 2,982. Read SEC document |
| June 07, 2024 Filed Jun 7, 2024 16:32 UTC | SpartanNash Co SPTN · Entity 75078 | PurchaseCommon Stock | 1,000 | $19.45 | $19,450.00 |
DisclosureSEC source: 0001562180-24-004854 · primarydocument.xml · nonDerivative · entry 1 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,739 Read SEC document |
| March 19, 2024 Filed Mar 20, 2024 22:15 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010841 · form4.xml · derivative · entry 1 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,831.3349 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. F2 · balance_after: Includes 29.338, 33.0416, 35.5928, and 30.5001 units of phantom stock acquired on April 10, 2023, July 10, 2023, October 10, 2023, and January 10, 2024, respectively, as dividend equivalents under the Plan. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 17:09 UTC | SpartanNash Co SPTN · Entity 75078 | GrantRestricted Stock Unit · Derivative | 7,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002415 · primarydocument.xml · derivative · entry 1 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,745 Underlying: Common Stock · 7,745 shares Expires not disclosed F1 · derivative.exercise_price: Represents the award of Restricted Stock Units ('RSUs') under the SpartanNash Company 2020 Stock Incentive Plan ('Plan'). These RSUs will vest on March 15, 2025. Each RSU represents the right to receive one share of SpartanNash common stock upon vesting. Prior to vesting, these RSUs will remain subject to restrictions in accordance with the Plan and the terms of the grant. F1 · derivative.exercise_date: Represents the award of Restricted Stock Units ('RSUs') under the SpartanNash Company 2020 Stock Incentive Plan ('Plan'). These RSUs will vest on March 15, 2025. Each RSU represents the right to receive one share of SpartanNash common stock upon vesting. Prior to vesting, these RSUs will remain subject to restrictions in accordance with the Plan and the terms of the grant. F1 · derivative.expiration_date: Represents the award of Restricted Stock Units ('RSUs') under the SpartanNash Company 2020 Stock Incentive Plan ('Plan'). These RSUs will vest on March 15, 2025. Each RSU represents the right to receive one share of SpartanNash common stock upon vesting. Prior to vesting, these RSUs will remain subject to restrictions in accordance with the Plan and the terms of the grant. Read SEC document |
| September 15, 2023 Filed Sep 19, 2023 16:09 UTC | SpartanNash Co SPTN · Entity 75078 | GrantCommon Stock | 3,739 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-006939 · primarydocument.xml · nonDerivative · entry 1 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,739 F1 · security: Reports the grant of shares of restricted stock under the SpartanNash Company 2020 Stock Incentive Plan ("Plan"). These shares will vest on September 15, 2024. Prior to vesting, these shares will remain subject to restrictions in accordance with the Plan and the terms of the grant. Read SEC document |
| March 20, 2023 Filed Mar 21, 2023 20:28 UTC Amendment | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | PurchaseCommon Stock | 1,000 | $55.42 | $55,423.30 |
DisclosureSEC source: 0001127602-23-010955 · form4a.xml · nonDerivative · entry 1 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,662 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.33 to $55.4337, inclusive. The reporting person undertakes to provide Community Bank System, Inc., any security holder of Community Bank System, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: This amendment is filed to correct the number of shares beneficially owned by the reporting person. The correct number of shares is 2,662. Read SEC document |
| March 20, 2023 Filed Mar 21, 2023 18:47 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | PurchaseCommon Stock | 1,000 | $55.42 | $55,423.30 |
DisclosureSEC source: 0001127602-23-010950 · form4.xml · nonDerivative · entry 1 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,662 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.33 to $55.4337, inclusive. The reporting person undertakes to provide Community Bank System, Inc., any security holder of Community Bank System, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 14, 2023 Filed Mar 14, 2023 22:52 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 1,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010141 · form4.xml · derivative · entry 1 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,307.8624 Underlying: Common Stock · 1,154 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. F2 · balance_after: Includes 57.5237 units of phantom stock acquired as dividend equivalents under the Plan. Read SEC document |
| April 29, 2022 Filed Apr 29, 2022 20:12 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | PurchaseCommon Stock | 180 | $66.37 | $11,946.60 |
DisclosureSEC source: 0001127602-22-012744 · form4.xml · nonDerivative · entry 1 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,662 Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 21:32 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 644 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009520 · form4.xml · derivative · entry 1 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,096.3387 Underlying: Common Stock · 644 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 (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. 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. F1 · 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. F2 · balance_after: Includes 29.2337 units of phantom stock acquired as dividend equivalents under the Plan. Read SEC document |
| May 20, 2021 Filed May 21, 2021 21:25 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | PurchaseCommon Stock | 439 | $79.81 | $35,036.94 |
DisclosureSEC source: 0001127602-21-017805 · form4.xml · nonDerivative · entry 1 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,482 Read SEC document |
| March 16, 2021 Filed Mar 17, 2021 23:06 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011210 · form4.xml · derivative · entry 1 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,423.105 Underlying: Common Stock · 569 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 15.105 units of phantom stock acquired as dividend equivalents under the 2014 Long-Term Incentive Compensation Program. Read SEC document |
| October 28, 2020 Filed Oct 30, 2020 01:05 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 172 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-027677 · form4.xml · derivative · entry 1 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 839 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 26, 2020 Filed Mar 26, 2020 21:18 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | PurchaseCommon Stock | 675 | $54.20 | $36,588.31 |
DisclosureSEC source: 0001127602-20-012009 · form4.xml · nonDerivative · entry 1 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,043 Read SEC document |
| March 17, 2020 Filed Mar 18, 2020 23:57 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantPhantom Stock (Deferred Stock Units) · Derivative | 667 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011339 · form4.xml · derivative · entry 1 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 667 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 |
| November 26, 2019 Filed Nov 27, 2019 20:17 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | PurchaseCommon Stock | 368 | $67.62 | $24,884.16 |
DisclosureSEC source: 0001127602-19-033812 · form4.xml · nonDerivative · entry 1 MacPherson Kerrie D. · CIK 0001794595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368 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.