COMMUNITY FINANCIAL SYSTEM, INC.
Total Trades
41
Buys
12
Sells
19
Largest Trade
N/A
Insiders
11
Institutional Funds
225
Inst. Value
$1M+
Activist Filings
13
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Gillan-Myer Maureen A | EVP | SELL | $100K–$500K | 3K | $58.85 | Mar 4, 2026 |
| Whipple John F. | Director | EXERCISE | $100K–$500K | 4K | $38.02 | Feb 6, 2026 |
| Whipple John F. | Director | SELL | $100K–$500K | 4K | $65.17 | Feb 6, 2026 |
| STEELE SALLY A | Director | SELL | $100K–$500K | 4K | $64.12 | Feb 5, 2026 |
| STEELE SALLY A | Director | EXERCISE | $50K–$100K | 4K | $23.04 | Feb 5, 2026 |
| STICKELS ERIC | Director | SELL | $100K–$500K | 2K | $64.75 | Feb 5, 2026 |
| LEVY JEFFREY M | SVP & Chief Bankin… | SELL | $50K–$100K | 1K | $61.38 | Aug 28, 2025 |
| LEVY JEFFREY M | SVP & Chief Bankin… | SELL | $50K–$100K | 1K | $65.98 | Jan 28, 2025 |
| Whipple John F. | Director | EXERCISE | $100K–$500K | 4K | $35.36 | Nov 26, 2024 |
| Whipple John F. | Director | SELL | $100K–$500K | 4K | $73.10 | Nov 26, 2024 |
| Bolus Mark J. | Director | SELL | $100K–$500K | 4K | $70.06 | Nov 7, 2024 |
| Bolus Mark J. | Director | EXERCISE | $100K–$500K | 4K | $36.74 | Nov 7, 2024 |
| MacPherson Kerrie D. | Director | BUY | $15K–$50K | 320 | $62.20 | Nov 6, 2024 |
| Karaivanov Dimitar | President & CEO | BUY | $15K–$50K | 1K | $43.52 | Jun 13, 2024 |
| Bolus Mark J. | Director | EXERCISE | $100K–$500K | 4K | $37.77 | Feb 23, 2024 |
| Bolus Mark J. | Director | SELL | $100K–$500K | 4K | $45.00 | Feb 23, 2024 |
| Karaivanov Dimitar | President & CEO | BUY | $15K–$50K | 1K | $43.70 | Feb 14, 2024 |
| STEELE SALLY A | Director | SELL | $100K–$500K | 4K | $48.76 | Jan 29, 2024 |
| STEELE SALLY A | Director | SELL | $100K–$500K | 9K | $53.05 | Dec 27, 2023 |
| LEVY JEFFREY M | President | BUY | $50K–$100K | 1K | $38.60 | Oct 31, 2023 |
| ACE BRIAN R | Director | BUY | $50K–$100K | 2K | $41.37 | Sep 25, 2023 |
| Karaivanov Dimitar | COO | BUY | $15K–$50K | 1K | $44.50 | Sep 7, 2023 |
| Karaivanov Dimitar | COO | BUY | $15K–$50K | 1K | $48.50 | Aug 18, 2023 |
| MacPherson Kerrie D. | Director | BUY | $50K–$100K | 1K | $55.42 | Mar 21, 2023 |
| Parente John | Director | BUY | $100K–$500K | 2K | $53.20 | Mar 17, 2023 |
| STEELE SALLY A | Director | BUY | $100K–$500K | 2K | $53.46 | Mar 16, 2023 |
| Bolus Mark J. | Director | SELL | $15K–$50K | 468 | $52.87 | Mar 14, 2023 |
| Bolus Mark J. | Director | EXERCISE | $1K–$15K | 468 | $29.79 | Mar 14, 2023 |
| ACE BRIAN R | Director | EXERCISE | $1K–$15K | 483 | $29.79 | Mar 14, 2023 |
| ACE BRIAN R | Director | SELL | $15K–$50K | 483 | $52.57 | Mar 14, 2023 |
| Bolus Mark J. | Director | EXERCISE | N/A | 4K | — | Mar 3, 2023 |
| Bolus Mark J. | Director | SELL | $100K–$500K | 4K | $60.54 | Mar 3, 2023 |
| ACE BRIAN R | Director | EXERCISE | $100K–$500K | 4K | $29.79 | Mar 3, 2023 |
| ACE BRIAN R | Director | SELL | $100K–$500K | 4K | $60.54 | Mar 3, 2023 |
| STEELE SALLY A | Director | SELL | $100K–$500K | 2K | $65.30 | May 23, 2022 |
| MacPherson Kerrie D. | Director | BUY | $1K–$15K | 180 | $66.37 | Apr 29, 2022 |
| STEELE SALLY A | Director | SELL | $500K+ | 10K | $66.52 | Apr 28, 2022 |
| LEVY JEFFREY M | President | SELL | $50K–$100K | 954 | $70.54 | Mar 30, 2022 |
| LEVY JEFFREY M | President | EXERCISE | $50K–$100K | 954 | $54.78 | Mar 30, 2022 |
| STEELE SALLY A | Director | SELL | $100K–$500K | 3K | $73.23 | Mar 3, 2022 |
| Knauss Jeffery J | Director | BUY | $15K–$50K | 250 | $77.27 | Jan 14, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 225 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Neuberger Berman Group LLC | 3.8M | $1M+ | SH |
| STATE STREET CORP | 3.1M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 1.7M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $1M+ | SH |
| NORGES BANK | 679K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 635K | $1M+ | SH |
| NFJ INVESTMENT GROUP, LLC | 621K | $1M+ | SH |
| DEPRINCE RACE & ZOLLO INC | 478K | $1M+ | SH |
| Riggs Asset Managment Co. Inc. | 401K | $1M+ | SH |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 381K | $1M+ | SH |
| SEGALL BRYANT & HAMILL, LLC | 371K | $1M+ | SH |
| VANGUARD GROUP INC | 341K | $1M+ | SH |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 200K | $1M+ | SH |
| GOLDMAN SACHS GROUP INC | 321K | $1M+ | SH |
| BALYASNY ASSET MANAGEMENT L.P. | 317K | $1M+ | SH |
| Waldron Private Wealth LLC | 210K | $1M+ | SH |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 182K | $1M+ | SH |
| SG Americas Securities, LLC | 169K | $1M+ | SH |
| VICTORY CAPITAL MANAGEMENT INC | 149K | $1M+ | SH |
| RHUMBLINE ADVISERS | 147K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G · May 13, 2025
6.1%
3.2M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
12.4%
6.6M shares
Neuberger Berman Group LLC 61-1591182
SC 13G · Feb 12, 2024
5.9%
3.2M shares
STATE STREET CORPORATION I.R.S. IDENTIFICATION NO. OF THE ABOVE PERSON 04-2456637
SC 13G/A · Jan 24, 2024
7.2%
0 shares
SC 13G/A · Jan 23, 2024
14.2%
7.6M shares
SC 13G/A · Feb 10, 2023
4.7%
2.5M shares
SC 13G/A · Jan 26, 2023
14.7%
7.9M shares
SC 13G/A · Jan 20, 2023
14.7%
7.9M shares
STATE STREET CORPORATION I.R.S. IDENTIFICATION NO. OF THE ABOVE PERSON 04-2456637
SC 13G/A · May 10, 2022
10.3%
0 shares
SC 13G · Feb 11, 2022
5.1%
2.7M shares
STATE STREET CORPORATION I.R.S. IDENTIFICATION NO. OF THE ABOVE PERSON 04-2456637
SC 13G/A · Feb 11, 2022
8.1%
0 shares
SC 13G/A · Jan 27, 2022
14.6%
7.9M shares
SC 13G · Jan 25, 2022
14.6%
7.9M shares