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. | 41,218 | reported | 19 Mar 2026 | tx 210+191,527.66−200,215.48 |
| 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 |
| 03 Feb 2026 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 4,000 | 23.04 USD | |
| 03 Feb 2026 | SALE | COMMUNITY FINANCIAL SYSTEM, INC. | 4,000 | 64.12 USD | |
| 03 Feb 2026 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 4,000 | 0.00 USD | deriv |
| 15 Apr 2025 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,181 | 0.00 USD | |
| 15 Apr 2025 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,181 | 0.00 USD | deriv |
| 18 Mar 2025 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,225 | 0.00 USD | deriv |
| 13 Jan 2025 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 28 | 0.00 USD | |
| 13 Jan 2025 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 28 | 0.00 USD | deriv |
| 02 Jan 2025 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 3,663 | 0.00 USD | |
| 02 Jan 2025 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 3,663 | 0.00 USD | deriv |
| 12 Apr 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,464 | 0.00 USD | |
| 12 Apr 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,464 | 0.00 USD | deriv |
| 19 Mar 2024 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,395 | 0.00 USD | deriv |
| 29 Jan 2024 | SALE | COMMUNITY FINANCIAL SYSTEM, INC. | 3,501 | 48.76 USD | |
| 02 Jan 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 3,501.43 | 0.00 USD | |
| 02 Jan 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 3,501.43 | 0.00 USD | deriv |
| 26 Dec 2023 | SALE | COMMUNITY FINANCIAL SYSTEM, INC. | 9,400 | 53.05 USD | |
| 15 Mar 2023 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 661.67 | 0.00 USD | |
| 15 Mar 2023 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 661.67 | 0.00 USD | deriv |
| 15 Mar 2023 | PURCHASE | COMMUNITY FINANCIAL SYSTEM, INC. | 2,000 | 53.46 USD | first after silence |
| 14 Mar 2023 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,154 | 0.00 USD | deriv |
| 03 Jan 2023 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 3,366.03 | 0.00 USD |
5 purchases reported after at least 12 months of silence — most recent on 15 Mar 2023.