Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Pathfinder Bancorp, Inc. | 16,000 | reported | 31 Jan 2025 | tx 1+16,000 |
| COMMUNITY FINANCIAL SYSTEM, INC. | 13,245.66 | reported | 14 Oct 2022 | tx 27+33,261.28−23,749.28 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Jan 2025 | GRANT_AWARD | Pathfinder Bancorp, Inc. | 16,000 | 0.00 USD | |
| 14 Oct 2022 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 483 | 0.00 USD | |
| 02 Oct 2022 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 1,119 | 60.97 USD | |
| 15 Mar 2022 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 724 | 0.00 USD | |
| 15 Mar 2022 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 2,912 | 0.00 USD | deriv |
| 04 Mar 2022 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 296 | 72.94 USD | |
| 16 Mar 2021 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 960 | 0.00 USD | |
| 16 Mar 2021 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 4,151 | 0.00 USD | deriv |
| 05 Mar 2021 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 269 | 71.19 USD | |
| 17 Mar 2020 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,046 | 0.00 USD | |
| 17 Mar 2020 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 4,972 | 0.00 USD | deriv |
| 03 Mar 2020 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 243 | 60.81 USD | |
| 11 Nov 2019 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 3,484 | 28.78 USD | |
| 11 Nov 2019 | SALE | COMMUNITY FINANCIAL SYSTEM, INC. | 7,342 | 68.59 USD | |
| 11 Nov 2019 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 3,858 | 29.79 USD | |
| 11 Nov 2019 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 3,484 | 0.00 USD | deriv |
| 11 Nov 2019 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 3,858 | 0.00 USD | deriv |
| 20 Mar 2019 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 861 | 0.00 USD | |
| 20 Mar 2019 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 3,569 | 0.00 USD | deriv |
| 01 Mar 2019 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 227 | 64.79 USD | |
| 08 Jan 2019 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 1,306.28 | 60.34 USD | |
| 08 Jan 2019 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 3,560.28 | 0.00 USD | |
| 29 Jun 2018 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 2,599 | 27.36 USD | |
| 29 Jun 2018 | SALE | COMMUNITY FINANCIAL SYSTEM, INC. | 2,681 | 59.73 USD | |
| 29 Jun 2018 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 82 | 19.48 USD |