Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMUNITY FINANCIAL SYSTEM, INC.CBU · Entity 4178 | SVP & Chief Banking Officer | August 27, 2025 | August 28, 2025 |
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 August 27, 2025 · Filed August 28, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,656.6389 |
Reported balance
After 2025-08-27 transaction · row 1
1 source rowRow 1 · 2025-08-27 · Sale · Disposed 1,440 · Balance 6,656.6389 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 6,059.7858 |
Reported balance
Holding disclosure · report date 2025-08-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,059.7858 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.
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 |
|---|---|---|---|---|---|---|
| August 27, 2025 Filed Aug 28, 2025 15:27 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 1,440 | $61.38 | $88,380.00 |
DisclosureSEC source: 0001127602-25-021013 · form4.xml · nonDerivative · entry 1 LEVY JEFFREY M · CIK 0001384972 · SVP & Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,656.6389 Read SEC document |
| March 18, 2025 Filed Mar 19, 2025 22:05 UTC Amendment | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 5,217 | $0.00 Strike: $58.10 | $0.00 |
DisclosureSEC source: 0001127602-25-010044 · form4a.xml · derivative · entry 3 LEVY JEFFREY M · CIK 0001384972 · SVP & Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,217 Underlying: Common Stock · 5,217 shares Expires 2035-03-18 F3 · shares: This amendment is filed to correct the number of stock options acquired. The correct number is 5,217 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 22:05 UTC Amendment | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantCommon Stock | 1,413 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010044 · form4a.xml · nonDerivative · entry 1 LEVY JEFFREY M · CIK 0001384972 · SVP & Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,096.6389 F1 · shares: This amendment is filed to correct the number of shares of restricted stock acquired. The correct number is 1,413 shares. Read SEC document |
| March 18, 2025 Filed Mar 19, 2025 21:14 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 1,413 | $0.00 Strike: $58.10 | $0.00 |
DisclosureSEC source: 0001127602-25-009998 · form4.xml · derivative · entry 3 LEVY JEFFREY M · CIK 0001384972 · SVP & Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,413 Underlying: Common Stock · 1,413 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 21:14 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantCommon Stock | 5,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009998 · form4.xml · nonDerivative · entry 1 LEVY JEFFREY M · CIK 0001384972 · SVP & Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,900.6389 Read SEC document |
| March 12, 2025 Filed Mar 13, 2025 21:58 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 385.6475 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009380 · form4.xml · nonDerivative · entry 1 LEVY JEFFREY M · CIK 0001384972 · SVP & Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,683.6389 F1 · kind: Payment of tax liability associated with vesting of performance stock award. Read SEC document |
| March 07, 2025 Filed Mar 11, 2025 18:03 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantCommon Stock | 1,067.6475 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009008 · form4.xml · nonDerivative · entry 1 LEVY JEFFREY M · CIK 0001384972 · SVP & Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,069.2864 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 966 shares of common stock under the award and 101.6475 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 18:10 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 537 | $63.29 | $33,986.73 |
DisclosureSEC source: 0001127602-25-007695 · form4.xml · nonDerivative · entry 1 LEVY JEFFREY M · CIK 0001384972 · SVP & Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,001.6389 F1 · kind: Payment of tax liability associated with vesting of restricted stock award. Read SEC document |
| January 24, 2025 Filed Jan 28, 2025 18:28 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 1,136 | $65.98 | $74,953.28 |
DisclosureSEC source: 0001127602-25-002076 · form4.xml · nonDerivative · entry 1 LEVY JEFFREY M · CIK 0001384972 · SVP & Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,538.6389 Read SEC document |
| March 19, 2024 Filed Mar 21, 2024 20:56 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 5,916 | $0.00 Strike: $44.27 | $0.00 |
DisclosureSEC source: 0001127602-24-010918 · form4.xml · derivative · entry 3 LEVY JEFFREY M · CIK 0001384972 · SVP & Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,916 Underlying: Common Stock · 5,916 shares Expires 2034-03-19 F3 · derivative.exercise_date: The option vests ratably on March 19, 2025, 2026, 2027, 2028, and 2029. Read SEC document |
| March 19, 2024 Filed Mar 21, 2024 20:56 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantCommon Stock | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010918 · form4.xml · nonDerivative · entry 1 LEVY JEFFREY M · CIK 0001384972 · SVP & Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,674.6389 F1 · balance_after: Includes 100.4996 shares acquired pursuant to the Community Bank System, Inc. Dividend Reinvestment Plan. Read SEC document |
| October 27, 2023 Filed Oct 31, 2023 17:54 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | PurchaseCommon Stock | 1,300 | $38.60 | $50,185.59 |
DisclosureSEC source: 0001127602-23-026395 · form4.xml · nonDerivative · entry 1 LEVY JEFFREY M · CIK 0001384972 · President, Commercial Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,924.1393 Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 19:10 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | OtherCommon Stock | 726.5582 | $56.55 | $41,086.87 |
DisclosureSEC source: 0001127602-23-010585 · form4.xml · nonDerivative · entry 1 LEVY JEFFREY M · CIK 0001384972 · President, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Plan Disclosed balance after: 2,781.0882 Read SEC document |
| March 14, 2023 Filed Mar 15, 2023 22:31 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 4,210 | $0.00 Strike: $54.06 | $0.00 |
DisclosureSEC source: 0001127602-23-010340 · form4.xml · derivative · entry 3 LEVY JEFFREY M · CIK 0001384972 · President, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,210 Underlying: Common Stock · 4,210 shares Expires 2033-03-14 F2 · 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 22:31 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantCommon Stock | 1,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010340 · form4.xml · nonDerivative · entry 1 LEVY JEFFREY M · CIK 0001384972 · President, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,624.5713 F1 · balance_after: Includes 60.5713 shares acquired pursuant to the Community Bank System, Inc. Dividend Reinvestment Plan. Read SEC document |
| March 08, 2023 Filed Mar 9, 2023 20:31 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Tax withholdingCommon Stock | 165 | $61.05 | $10,073.25 |
DisclosureSEC source: 0001127602-23-009553 · form4.xml · nonDerivative · entry 1 LEVY JEFFREY M · CIK 0001384972 · President, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,410 F1 · kind: Payment of tax liability associated with vesting of restricted stock award. Read SEC document |
| March 28, 2022 Filed Mar 30, 2022 19:30 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 568 | $0.00 Strike: $51.64 | $0.00 |
DisclosureSEC source: 0001127602-22-010644 · form4.xml · derivative · entry 6 LEVY JEFFREY M · CIK 0001384972 · President, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,705 Underlying: Common Stock · 568 shares Expires 2030-03-17 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. F4 · derivative.exercise_date: The option vested ratably on March 17, 2021, 2022, 2023, 2024 and 2025. Read SEC document |
| March 28, 2022 Filed Mar 30, 2022 19:30 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionStock Option · Derivative | 386 | $0.00 Strike: $59.41 | $0.00 |
DisclosureSEC source: 0001127602-22-010644 · form4.xml · derivative · entry 5 LEVY JEFFREY M · CIK 0001384972 · President, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 772 Underlying: Common Stock · 386 shares Expires 2029-03-20 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_date: The option vested ratably on March 20, 2020, 2021, 2022, 2023 and 2024. Read SEC document |
| March 28, 2022 Filed Mar 30, 2022 19:30 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | SaleCommon Stock | 954 | $70.54 | $67,292.30 |
DisclosureSEC source: 0001127602-22-010644 · form4.xml · nonDerivative · entry 3 LEVY JEFFREY M · CIK 0001384972 · President, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,575 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.49 to $70.58, 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 28, 2022 Filed Mar 30, 2022 19:30 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 568 | $51.64 | $29,331.52 |
DisclosureSEC source: 0001127602-22-010644 · form4.xml · nonDerivative · entry 2 LEVY JEFFREY M · CIK 0001384972 · President, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,529 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 28, 2022 Filed Mar 30, 2022 19:30 UTC | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | Exercise / conversionCommon Stock | 386 | $59.41 | $22,932.26 |
DisclosureSEC source: 0001127602-22-010644 · form4.xml · nonDerivative · entry 1 LEVY JEFFREY M · CIK 0001384972 · President, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,961 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 15, 2023 16:40 UTC Amendment | COMMUNITY FINANCIAL SYSTEM, INC. CBU · Entity 4178 | GrantStock Option · Derivative | 1,940 | $0.00 Strike: $71.78 | $0.00 |
DisclosureSEC source: 0001127602-23-010257 · form4a.xml · derivative · entry 1 LEVY JEFFREY M · CIK 0001384972 · President, Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,940 Underlying: Common Stock · 1,940 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.