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. | 6,632.88 | reported | 17 Mar 2026 | tx 75+81,245.25−56,543.03 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Mar 2026 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,220 | 0.00 USD | deriv |
| 04 Feb 2026 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 4,246 | 38.02 USD | |
| 04 Feb 2026 | SALE | COMMUNITY FINANCIAL SYSTEM, INC. | 4,246 | 65.17 USD | |
| 04 Feb 2026 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 4,246 | 0.00 USD | deriv |
| 01 Dec 2025 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,370 | — | |
| 01 Dec 2025 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,370 | — | deriv |
| 18 Mar 2025 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,225 | 0.00 USD | deriv |
| 02 Dec 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,313 | — | |
| 02 Dec 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,313 | — | deriv |
| 25 Nov 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 3,937 | 35.36 USD | |
| 25 Nov 2024 | SALE | COMMUNITY FINANCIAL SYSTEM, INC. | 3,937 | 73.10 USD | |
| 25 Nov 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 3,937 | 0.00 USD | deriv |
| 19 Mar 2024 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,395 | 0.00 USD | deriv |
| 07 Mar 2024 | TAX_WITHHOLDING | COMMUNITY FINANCIAL SYSTEM, INC. | 2,923 | 46.93 USD | |
| 07 Mar 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 3,631 | 37.77 USD | |
| 07 Mar 2024 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 3,631 | 0.00 USD | deriv |
| 01 Dec 2023 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,259.4 | 44.36 USD | |
| 01 Dec 2023 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,259.4 | 0.00 USD | deriv |
| 14 Mar 2023 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 1,154 | 0.00 USD | deriv |
| 01 Dec 2022 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,225.14 | 0.00 USD | |
| 01 Dec 2022 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,225.14 | 0.00 USD | deriv |
| 15 Mar 2022 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 644 | 0.00 USD | deriv |
| 01 Dec 2021 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,198.79 | 0.00 USD | |
| 01 Dec 2021 | EXERCISE | COMMUNITY FINANCIAL SYSTEM, INC. | 1,198.79 | 0.00 USD | deriv |
| 16 Mar 2021 | GRANT_AWARD | COMMUNITY FINANCIAL SYSTEM, INC. | 569 | 0.00 USD | deriv |