Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| NBT BANCORP INC | 48,139.1 | reported | 27 Jul 2016 | tx 118+206,421.19−181,090.72 |
| EMCOR Group, Inc. | 18,728 | reported | 27 Feb 2004 | tx 1−3,614 |
| COMMUNITY FINANCIAL SYSTEM, INC. | 6,656.64 | reported | 27 Aug 2025 | tx 22+32,178.21−5,571.65 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Aug 2025 | SALE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,440 | 61.38 USD | |
| 18 Mar 2025 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 5,217 | 0.00 USD | |
| 18 Mar 2025 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,413 | 0.00 USD | deriv |
| 12 Mar 2025 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 385.65 | 0.00 USD | |
| 07 Mar 2025 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,067.65 | 0.00 USD | |
| 03 Mar 2025 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 537 | 63.29 USD | |
| 24 Jan 2025 | SALE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,136 | 65.98 USD | |
| 19 Mar 2024 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,650 | 0.00 USD | |
| 19 Mar 2024 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 5,916 | 0.00 USD | deriv |
| 27 Oct 2023 | PURCHASE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,300 | 38.60 USD | first after silence |
| 16 Mar 2023 | OTHER | COMMUNITY FINANCIAL SYSTEM, INC. | 726.56 | 56.55 USD | |
| 14 Mar 2023 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,154 | 0.00 USD | |
| 14 Mar 2023 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 4,210 | 0.00 USD | deriv |
| 08 Mar 2023 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 165 | 61.05 USD | |
| 28 Mar 2022 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 386 | 59.41 USD | |
| 28 Mar 2022 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 568 | 51.64 USD | |
| 28 Mar 2022 | SALE | COMMUNITY FINANCIAL SYSTEM, INC. | 954 | 70.54 USD | |
| 28 Mar 2022 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 568 | 0.00 USD | deriv |
| 28 Mar 2022 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 386 | 0.00 USD | deriv |
| 27 Jul 2016 | SALE | NBT BANCORP INC | 9,000 | 29.83 USD | |
| 27 Jul 2016 | EXERCISE | NBT BANCORP INC | 13,000 | 25.38 USD | |
| 27 Jul 2016 | SALE | NBT BANCORP INC | 13,000 | 29.83 USD | |
| 27 Jul 2016 | EXERCISE | NBT BANCORP INC | 9,000 | 25.76 USD | |
| 27 Jul 2016 | SALE | NBT BANCORP INC | 9,000 | 29.83 USD | |
| 27 Jul 2016 | EXERCISE | NBT BANCORP INC | 9,000 | 20.19 USD |
2 purchases reported after at least 12 months of silence — most recent on 27 Oct 2023.