Community Financial System Inc is a diversified financial services company providing a broad array of banking and other financial services to retail, commercial, institutional, and governmental customers. The Company also offers comprehensive financial planning, trust administration, and wealth management services through its Community Bank Wealth Management operating unit. It has four reportable operating business segments: Banking and Corporate, Employee Benefit Services, Insurance Services, and Wealth Management Services. The group generates the majority of its revenue from the Banking and Corporate segment.
https://www.communityfinancialsystem.comSEC filings for CBU on EDGAR
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Open-market purchase | 2 | 793 | $50K |
| Open-market sale | 2 | 14,191 | $945K |
| Grant or award | 2 | 726.65 | |
| Option exercise | 4 | 3,246 | |
| Tax withholding / forfeiture | 1 | 1,326 |
Dollar totals are shown for open-market purchases and sales only. Grants, option exercises, gifts and tax withholding are reported by share count because they are not trades at a market price.
71 Form 4 filings on record, the earliest from Oct 3, 2024, newest first. Filing history page 2 of 3.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Savneet Singh - Director | Grant or award | Phantom Stock (Deferred Stock Units) | 1,220 | $0.00 | - | |
| Sally A. Steele - Director | Grant or award | Phantom Stock (Deferred Stock Units) | 1,220 | $0.00 | - | |
| John F. Whipple - Director | Grant or award | Phantom Stock (Deferred Stock Units) | 1,220 | $0.00 | - | |
| John A. Vaccaro - Director | Grant or award | Phantom Stock (Deferred Stock Units) | 1,220 | $0.00 | - | |
| Michele Sullivan - Director | Grant or award | Phantom Stock (Deferred Stock Units) | 1,220 | $0.00 | - | |
| Eric Stickels - Director | Grant or award | Phantom Stock (Deferred Stock Units) | 1,220 | $0.00 | - | |
| Grant or award | Phantom Stock (Deferred Stock Units) | 1,220 | $0.00 | - | ||
| Eric Stickels - Director | Option exercise | Common Stock | 250 | - | - | |
| Eric Stickels - Director | Option exercise | Phantom Stock (Deferred Stock Units) | 250 | - | - | |
| Michael N. Abdo - Officer | Tax withholding / forfeiture | Common Stock | 707.24 | $59.87 | $42K | |
| Michael N. Abdo - Officer | Grant or award | Common Stock | 1,948 | $0.00 | - | |
| Maureen A. Gillan-Myer - Officer | Grant or award | Common Stock | 2,562 | $0.00 | - | |
| Maureen A. Gillan-Myer - Officer | Tax withholding / forfeiture | Common Stock | 943.06 | $59.87 | $56K | |
| Dimitar Karaivanov - Officer | Tax withholding / forfeiture | Common Stock | 2,825 | $59.87 | $169K | |
| Dimitar Karaivanov - Officer | Grant or award | Common Stock | 5,224 | $0.00 | - | |
| Maureen A. Gillan-Myer - Officer | Tax withholding / forfeiture | Common Stock | 522 | $60.55 | $32K | |
| Deresa Fischer Durkee - Officer | Tax withholding / forfeiture | Common Stock | 357 | $60.55 | $22K | |
| Michael N. Abdo - Officer | Tax withholding / forfeiture | Common Stock | 485 | $60.55 | $29K | |
| Tax withholding / forfeiture | Common Stock | 399 | $60.55 | $24K | ||
| Dimitar Karaivanov - Officer | Tax withholding / forfeiture | Common Stock | 2,501 | $60.55 | $151K | |
| John F. Whipple - Director | Option exercise | Common Stock | 4,246 | $38.02 | $161K | |
| John F. Whipple - Director | Option exercise | Stock Option | 4,246 | $0.00 | - | |
| John F. Whipple - Director | Open-market sale | Common Stock | 4,246 | $65.17 | $277K | |
| Sally A. Steele - Director | Option exercise | Common Stock | 4,000 | $23.04 | $92K | |
| Sally A. Steele - Director | Option exercise | Stock Option | 4,000 | $0.00 | - | |
| Sally A. Steele - Director | Open-market sale | Common Stock | 4,000 | $64.12 | $256K | |
| Eric Stickels - Director | Open-market sale | Common Stock | 2,000 | $64.75 | $129K | |
| Michael N. Abdo - Officer | Option exercise | Common Stock | 2,287 | $38.02 | $87K | |
| Michael N. Abdo - Officer | Tax withholding / forfeiture | Common Stock | 1,763 | $62.44 | $110K | |
| Michael N. Abdo - Officer | Option exercise | Stock Option | 2,287 | $0.00 | - | |
| Michele Sullivan - Director | Grant or award | Deferred Stock (Deferred Compensation) | 409.87 | $60.69 | $25K | |
| Savneet Singh - Director | Grant or award | Deferred Stock (Deferred Compensation) | 346.02 | $60.69 | $21K | |
| Neil E. Fesette - Director | Grant or award | Phantom Stock (Deferred Compensation) | 189.49 | $60.69 | $12K | |
| John Parente - Director | Option exercise | Common Stock | 4,246 | $38.02 | $161K | |
| John Parente - Director | Tax withholding / forfeiture | Common Stock | 2,683 | $60.18 | $161K | |
| John Parente - Director | Option exercise | Stock Option | 4,246 | $0.00 | - | |
| John F. Whipple - Director | Option exercise | Common Stock | 1,370 | - | - | |
| John F. Whipple - Director | Option exercise | Phantom Stock (Deferred Compensation) | 1,370 | - | - | |
| Neil E. Fesette - Director | Grant or award | Phantom Stock (Deferred Compensation) | 192.47 | $59.75 | $11K | |
| Michele Sullivan - Director | Grant or award | Deferred Stock (Deferred Compensation) | 416.32 | $59.75 | $25K | |
| Savneet Singh - Director | Grant or award | Deferred Stock (Deferred Compensation) | 351.46 | $59.75 | $21K | |
| Open-market sale | Common Stock | 1,440 | $61.38 | $88K | ||
| Sally A. Steele - Director | Option exercise | Common Stock | 1,181 | $0.00 | - | |
| Sally A. Steele - Director | Option exercise | Phantom Stock (Deferred Stock Units) | 1,181 | $0.00 | - |
A Form 144 is notice of an INTENDED sale, not a completed one. It often precedes the Form 4 that reports the trade actually happening.
| Filed | Filer | Relationship | Shares | Market value | Notice |
|---|---|---|---|---|---|
| - | - | - | - | View on EDGAR | |
| - | - | - | - | View on EDGAR | |
| - | - | - | - | View on EDGAR |
COMMUNITY FINANCIAL SYSTEM, INC. (CBU) had 7 insider filings in the last 90 days, with the most recent on 2026-08-28. The full record for CBU runs to 71 Form 4 filings, the earliest from 2024-10-03. InsiderAlpha tracks every Form 4, Form 144, and 8-K filing in real time.
2 insider purchases of CBU were filed in the last 90 days, totaling $50K.
2 insider sales of CBU were filed in the last 90 days, totaling $945K.
This page tracks CBU Form 4 insider transactions, Form 144 sale notices, and 8-K material event disclosures in one timeline. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
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Every Form 4 below links to the original document on SEC EDGAR, so the numbers on this page can be checked against the filing they came from.
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