Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| COMMUNITY FINANCIAL SYSTEM, INC. | 3,758.29 | reported | 17 Mar 2026 | tx 143+127,452.35−75,751.89 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Mar 2026 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,220 | 0.00 USD | deriv |
| 14 Apr 2025 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 12 | 0.00 USD | |
| 14 Apr 2025 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 12 | 0.00 USD | deriv |
| 19 Mar 2025 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,430 | 0.00 USD | |
| 18 Mar 2025 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,225 | 0.00 USD | deriv |
| 19 Mar 2025 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,430 | 0.00 USD | deriv |
| 15 Jan 2025 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 712 | 0.00 USD | |
| 15 Jan 2025 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 712 | 0.00 USD | deriv |
| 06 Nov 2024 | SALE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,900 | 70.66 USD | |
| 06 Nov 2024 | SALE | COMMUNITY FINANCIAL SYSTEM, INC. | 2,192 | 69.54 USD | |
| 06 Nov 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,969 | 35.36 USD | |
| 06 Nov 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 2,123 | 38.02 USD | |
| 06 Nov 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 2,123 | 0.00 USD | deriv |
| 06 Nov 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,969 | 0.00 USD | deriv |
| 19 Mar 2024 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,395 | 0.00 USD | deriv |
| 21 Feb 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 3,631 | 37.77 USD | |
| 21 Feb 2024 | SALE | COMMUNITY FINANCIAL SYSTEM, INC. | 3,631 | 45.00 USD | |
| 21 Feb 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 3,631 | 0.00 USD | deriv |
| 21 Sept 2023 | INHERITANCE | COMMUNITY FINANCIAL SYSTEM, INC. | 11,210.54 | 0.00 USD | |
| 13 Mar 2023 | SALE | COMMUNITY FINANCIAL SYSTEM, INC. | 468 | 52.87 USD | |
| 13 Mar 2023 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 468 | 29.79 USD | |
| 14 Mar 2023 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,154 | 0.00 USD | deriv |
| 13 Mar 2023 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 468 | 0.00 USD | deriv |
| 01 Mar 2023 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 4,163 | 0.00 USD | |
| 01 Mar 2023 | SALE | COMMUNITY FINANCIAL SYSTEM, INC. | 4,163 | 60.54 USD |