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. | 5,234.54 | reported | 17 Mar 2026 | tx 48+27,761.54−45,607.34 |
| Oneida Financial Corp. | 0 | reported | 04 Dec 2015 | tx 38+99,305−192,043 |
| ONEIDA FINANCIAL CORP | 0 | reported | 24 Mar 2010 | tx 62+79,210.73−33,948 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Mar 2026 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,220 | 0.00 USD | deriv |
| 16 Mar 2026 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 250 | — | |
| 16 Mar 2026 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 250 | — | deriv |
| 03 Feb 2026 | SALE | COMMUNITY FINANCIAL SYSTEM, INC. | 2,000 | 64.75 USD | |
| 14 Apr 2025 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 3 | 0.00 USD | |
| 14 Apr 2025 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 3 | 0.00 USD | deriv |
| 18 Mar 2025 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,225 | 0.00 USD | deriv |
| 17 Mar 2025 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 451 | 0.00 USD | |
| 17 Mar 2025 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 451 | 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. | 431.78 | 43.65 USD | |
| 15 Mar 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 431.78 | 0.00 USD | deriv |
| 15 Nov 2023 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 303.64 | 44.87 USD | |
| 15 Nov 2023 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 303.64 | 0.00 USD | deriv |
| 15 Mar 2023 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 885.09 | 0.00 USD | |
| 15 Mar 2023 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 885.09 | 0.00 USD | deriv |
| 15 Mar 2023 | OTHER | COMMUNITY FINANCIAL SYSTEM, INC. | 4,632.2 | 53.97 USD | |
| 14 Mar 2023 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,154 | 0.00 USD | deriv |
| 15 Nov 2022 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 525.47 | 64.37 USD | |
| 15 Nov 2022 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 525.47 | 0.00 USD | deriv |
| 15 Mar 2022 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 644 | 0.00 USD | deriv |
| 15 Nov 2021 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 485.24 | 74.18 USD | |
| 15 Nov 2021 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 485.24 | 0.00 USD | deriv |
| 16 Mar 2021 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 569 | 0.00 USD | deriv |
| 09 Feb 2021 | SALE | COMMUNITY FINANCIAL SYSTEM, INC. | 3,000 | 70.76 USD |