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. | 8,224.6 | reported | 17 Mar 2026 | tx 82+58,842.03−38,421.95 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Mar 2026 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,220 | 0.00 USD | deriv |
| 18 Dec 2025 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 189.49 | 60.69 USD | deriv |
| 18 Sept 2025 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 192.47 | 59.75 USD | deriv |
| 20 Jun 2025 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 211.98 | 54.25 USD | deriv |
| 31 Mar 2025 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 202.64 | 56.75 USD | deriv |
| 18 Mar 2025 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,225 | 0.00 USD | deriv |
| 19 Mar 2024 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,395 | 0.00 USD | deriv |
| 11 Mar 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 3,631 | 37.77 USD | |
| 11 Mar 2024 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 2,905 | 42.72 USD | |
| 11 Mar 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 3,631 | 0.00 USD | deriv |
| 16 Jan 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 932.34 | 0.00 USD | |
| 16 Jan 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 932.34 | 0.00 USD | deriv |
| 14 Mar 2023 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,154 | 0.00 USD | deriv |
| 17 Jan 2023 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 633.37 | 0.00 USD | |
| 17 Jan 2023 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 633.37 | 0.00 USD | deriv |
| 15 Mar 2022 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 644 | 0.00 USD | deriv |
| 18 Jan 2022 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 669.73 | 0.00 USD | |
| 18 Jan 2022 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 669.73 | 0.00 USD | deriv |
| 16 Mar 2021 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 569 | 0.00 USD | deriv |
| 15 Jan 2021 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 758.72 | 0.00 USD | |
| 15 Jan 2021 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 758.72 | 0.00 USD | deriv |
| 11 Nov 2020 | SALE | COMMUNITY FINANCIAL SYSTEM, INC. | 2,200 | 63.27 USD | |
| 28 Oct 2020 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 172 | 0.00 USD | deriv |
| 17 Mar 2020 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 667 | 0.00 USD | deriv |
| 15 Jan 2020 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 2,697.38 | 0.00 USD |