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. | 19,998 | reported | 18 Mar 2025 | tx 50+85,342.9−30,787.48 |
| Wilber CORP | 0 | reported | 08 Apr 2011 | tx 37+1,649−2,075 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Mar 2025 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 5,647 | 0.00 USD | |
| 18 Mar 2025 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,529 | 0.00 USD | deriv |
| 12 Mar 2025 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 693.03 | 0.00 USD | |
| 07 Mar 2025 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,922.03 | 0.00 USD | |
| 03 Mar 2025 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 798 | 63.29 USD | |
| 26 Nov 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 2,524 | 0.00 USD | |
| 26 Nov 2024 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 6,174 | 71.45 USD | |
| 26 Nov 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,559 | 0.00 USD | |
| 26 Nov 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,503 | 0.00 USD | |
| 26 Nov 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 2,061 | 0.00 USD | |
| 26 Nov 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 2,061 | 0.00 USD | deriv |
| 26 Nov 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 2,524 | 0.00 USD | deriv |
| 26 Nov 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,559 | 0.00 USD | deriv |
| 26 Nov 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,503 | 0.00 USD | deriv |
| 30 Apr 2024 | OTHER | COMMUNITY FINANCIAL SYSTEM, INC. | 3,543.5 | 43.22 USD | |
| 19 Mar 2024 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,933 | 0.00 USD | |
| 19 Mar 2024 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 6,929 | 0.00 USD | deriv |
| 12 Sept 2023 | OTHER | COMMUNITY FINANCIAL SYSTEM, INC. | 1,019.71 | 44.13 USD | |
| 18 Aug 2023 | OTHER | COMMUNITY FINANCIAL SYSTEM, INC. | 1,008.65 | 48.58 USD | |
| 15 Mar 2023 | OTHER | COMMUNITY FINANCIAL SYSTEM, INC. | 1,330.56 | 53.97 USD | |
| 14 Mar 2023 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,600 | 0.00 USD | |
| 14 Mar 2023 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 5,835 | 0.00 USD | deriv |
| 08 Mar 2023 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 536 | 61.05 USD | |
| 02 Dec 2022 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 1,813 | 64.91 USD | |
| 02 Dec 2022 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 2,388 | 35.36 USD |