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. | 314.69 | reported | 19 Mar 2026 | tx 2+1,534.69 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 Mar 2026 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 314.69 | 55.61 USD | deriv |
| 17 Mar 2026 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,220 | 0.00 USD | deriv |