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. | 72,645.32 | reported | 19 Mar 2026 | tx 71+116,110.14−64,249.46 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 Mar 2026 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,254 | — | |
| 19 Mar 2026 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,254 | — | deriv |
| 17 Mar 2026 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,220 | 0.00 USD | deriv |
| 16 Dec 2025 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 4,246 | 38.02 USD | |
| 16 Dec 2025 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 2,683 | 60.18 USD | |
| 16 Dec 2025 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 4,246 | 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 |
| 19 Mar 2024 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,395 | 0.00 USD | deriv |
| 15 Mar 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,198.82 | 43.65 USD | |
| 15 Mar 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,198.82 | 0.00 USD | deriv |
| 15 Mar 2023 | PURCHASE | COMMUNITY FINANCIAL SYSTEM, INC. | 2,000 | 53.20 USD | first after silence |
| 15 Mar 2023 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 661.67 | 0.00 USD | |
| 14 Mar 2023 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,154 | 0.00 USD | deriv |
| 15 Mar 2023 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 661.67 | 0.00 USD | deriv |
| 15 Mar 2022 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 578.83 | 0.00 USD | |
| 15 Mar 2022 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 578.83 | 0.00 USD | deriv |
| 15 Mar 2022 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 644 | 0.00 USD | deriv |
| 16 Mar 2021 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 569 | 0.00 USD | deriv |
| 10 Mar 2021 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 3,631 | 37.77 USD | |
| 10 Mar 2021 | SALE | COMMUNITY FINANCIAL SYSTEM, INC. | 7,568 | 79.36 USD | |
| 10 Mar 2021 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 3,937 | 35.36 USD |
3 purchases reported after at least 12 months of silence — most recent on 15 Mar 2023.