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. | 1,812 | reported | 17 Mar 2026 | tx 15+10,221−8,499 |
| Oneida Financial Corp. | 0 | reported | 04 Dec 2015 | tx 12+9,536−40,143 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Mar 2026 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,812 | 0.00 USD | deriv |
| 02 Mar 2026 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 357 | 60.55 USD | |
| 18 Mar 2025 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 883 | 0.00 USD | |
| 18 Mar 2025 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 3,262 | 0.00 USD | deriv |
| 03 Mar 2025 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 326 | 63.29 USD | |
| 06 Nov 2024 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 1,841 | 62.20 USD | |
| 06 Nov 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 427 | 38.02 USD | |
| 06 Nov 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,705 | 51.64 USD | |
| 06 Nov 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 427 | 0.00 USD | deriv |
| 06 Nov 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,705 | 0.00 USD | deriv |
| 04 Dec 2015 | OTHER | Oneida Financial Corp. | 13,975 | — | |
| 04 Dec 2015 | OTHER | Oneida Financial Corp. | 7,545 | — | |
| 04 Dec 2015 | OTHER | Oneida Financial Corp. | 2,277 | — | |
| 04 Dec 2015 | OTHER | Oneida Financial Corp. | 25 | — | |
| 04 Dec 2015 | OTHER | Oneida Financial Corp. | 441 | — | |
| 04 Dec 2015 | OTHER | Oneida Financial Corp. | 25 | — | |
| 04 Dec 2015 | OTHER | Oneida Financial Corp. | 25 | — | |
| 04 Dec 2015 | OTHER | Oneida Financial Corp. | 10,000 | — | deriv |
| 24 Jul 2015 | TAX_WITHHOLDING | Oneida Financial Corp. | 5,300 | 20.87 USD | |
| 24 Jul 2015 | GRANT_AWARD | Oneida Financial Corp. | 9,150 | 10.30 USD | |
| 31 Dec 2014 | OTHER | Oneida Financial Corp. | 386 | 13.00 USD | |
| 25 Jul 2014 | TAX_WITHHOLDING | Oneida Financial Corp. | 530 | 13.63 USD |