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. | 11,439.22 | reported | 19 Mar 2026 | tx 49+21,916.7−2,592.21 |
| MERCHANTS BANCSHARES INC | 0 | reported | 12 May 2017 | tx 28+8,090−27,228 |
| 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 Oct 2025 | GIFT | COMMUNITY FINANCIAL SYSTEM, INC. | 530 | 0.00 USD | |
| 16 Oct 2025 | GIFT | COMMUNITY FINANCIAL SYSTEM, INC. | 265 | 0.00 USD | |
| 18 Mar 2025 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,225 | 0.00 USD | deriv |
| 19 Dec 2024 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 375.63 | 61.23 USD | deriv |
| 19 Sept 2024 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 395.46 | 58.16 USD | deriv |
| 20 Jun 2024 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 479.79 | 44.03 USD | deriv |
| 19 Mar 2024 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,395 | 0.00 USD | deriv |
| 21 Mar 2024 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 445.85 | 45.98 USD | deriv |
| 21 Jun 2023 | GIFT | COMMUNITY FINANCIAL SYSTEM, INC. | 330 | 0.00 USD | |
| 21 Dec 2023 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 394.76 | 51.93 USD | deriv |
| 21 Sept 2023 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 489.14 | 41.91 USD | deriv |
| 22 Jun 2023 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 417.52 | 49.10 USD | deriv |
| 16 Mar 2023 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 379.84 | 53.97 USD | deriv |
| 14 Mar 2023 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,154 | 0.00 USD | deriv |
| 15 Dec 2022 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 342.98 | 59.77 USD | deriv |
| 22 Sept 2022 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 297.85 | 64.63 USD | deriv |
| 16 Jun 2022 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 307.31 | 62.64 USD | deriv |
| 17 Mar 2022 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 264.93 | 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. | 250.8 | 71.77 USD | deriv |
| 16 Sept 2021 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 269.1 | 66.89 USD | deriv |
| 17 Jun 2021 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 222 | 81.08 USD | deriv |