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. | 5,520.65 | reported | 22 Jun 2023 | tx 36+20,208.17−9,838.88 |
| MERCHANTS BANCSHARES INC | 0 | reported | 12 May 2017 | tx 36+61,589.2−140,636.84 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 22 Jun 2023 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 216.4 | 49.10 USD | deriv |
| 15 Jun 2023 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 695.45 | 0.00 USD | |
| 15 Jun 2023 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,217.43 | 0.00 USD | |
| 15 Jun 2023 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 695.45 | 0.00 USD | deriv |
| 15 Jun 2023 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,217.43 | 0.00 USD | deriv |
| 16 Mar 2023 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 393.74 | 53.97 USD | deriv |
| 14 Mar 2023 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,154 | 0.00 USD | deriv |
| 03 Jan 2023 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 7,521 | 0.00 USD | |
| 03 Jan 2023 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 7,521 | 0.00 USD | deriv |
| 15 Dec 2022 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 355.53 | 59.77 USD | deriv |
| 22 Sept 2022 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 309.45 | 64.63 USD | deriv |
| 16 Jun 2022 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 319.28 | 62.64 USD | deriv |
| 17 Mar 2022 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 275.25 | 72.66 USD | deriv |
| 15 Mar 2022 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 644 | 0.00 USD | deriv |
| 16 Dec 2021 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 261.25 | 71.77 USD | deriv |
| 16 Sept 2021 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 280.31 | 66.89 USD | deriv |
| 17 Jun 2021 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 231.25 | 81.08 USD | deriv |
| 18 Mar 2021 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 237.85 | 78.83 USD | deriv |
| 16 Mar 2021 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 569 | 0.00 USD | deriv |
| 17 Dec 2020 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 306.18 | 65.32 USD | deriv |
| 28 Oct 2020 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 172 | 0.00 USD | deriv |
| 17 Sept 2020 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 344.71 | 58.02 USD | deriv |
| 18 Jun 2020 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 352.55 | 56.73 USD | deriv |
| 19 Mar 2020 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 331.68 | 60.30 USD | deriv |
| 17 Mar 2020 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 667 | 0.00 USD | deriv |