Community Bank System Inc

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Community Bank System Inc
TickerCBU
CIK #0000723188
CUSIP203607106
SectorFinance - National Commercial Banks
Address5790 Widewaters Pkwy, Dewitt, NY 13214
Source [EDGAR]
CIK Filing 2011 - 2026
[0000723188] 10-K
[0000723188] 10-Q
[0000723188] 13F-HR
[0000723188] 3
[0000723188] 4
[0000723188] 5
[0000723188] 8-K
[0000723188] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
FMR LLC Community Financial System Inc [2026-05-06] 0.0
Vanguard Capital Management LLC Community Financial System Inc [2026-04-29] 0.0
Vanguard Portfolio Management LLC Community Financial System Inc [2026-04-29] 0.0
State Street Corp Community Financial System Inc [2025-05-13] 0.0
Neuberger Berman Group LLC Community Bank System Inc [2024-02-12] 5.92
Neuberger Berman Group LLC Community Bank System Inc [2022-02-11] 5.07
BlackRock Inc Community Bank System Inc [2022-01-25] 14.6
State Street Corp Community Bank System Inc [2021-02-11] 7.94
State Street Corp Community Bank System Inc [2020-02-13] 7.68
State Street Corp Community Bank System Inc [2019-02-13] 7.8
State Street Corp Community Bank System Inc [2018-02-14] 6.83
Neuberger Berman Group LLC Community Bank System Inc [2017-02-14] 5.14
Form 3/4/5 Filer 2011 - 2026
Community Financial System Inc
Bolus Mark J
Vaccaro John A
Sullivan Michele
Durkee Deresa Fischer
Stickels Eric
Wlos Marya Burgio
Pecor Raymond C III
Parente John
Knauss Jeffery J
Steele Sally A
Abdo Michael N
Fesette Neil E
Karaivanov Dimitar
Durkee Matthew K
Gillan-Myer Maureen A
MacPherson Kerrie D
Hall Brenda M
Whipple John F
Singh Savneet
Skerritt Susan E
Levy Jeffrey M
Sutaris Joseph E
Tryniski Mark E
Ace Brian R
Davis Jeffrey L
Serbun Joseph F
Lemchak Joseph Jonathon
Getman George J
Michael R Kallet
Kingsley Scott Allen
Donahue Brian D
Dicerbo Nicholas A
Mucenski Edward S
Gabriel James A
Gibson James W Jr
Wilson James A
Wright Brian R
Whittet Alfred S
Cantwell Paul M Jr
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Pecor Raymond C III
Phantom Stock (Deferred Stock Units) · derivative
2026-03-19 Option exercise 1,254
Knauss Jeffery J
Common Stock
2026-03-19 Option exercise 1,254
Steele Sally A
Phantom Stock (Deferred Stock Units) · derivative
2026-03-19 Option exercise 1,254
Sullivan Michele
Deferred Stock (Deferred Compensation) · derivative
2026-03-19 Grant 447.31 $55.61 24,875
Steele Sally A
Common Stock
2026-03-19 Option exercise 1,254
Parente John
Phantom Stock (Deferred Stock Units) · derivative
2026-03-19 Option exercise 1,254
Parente John
Common Stock
2026-03-19 Option exercise 1,254
Knauss Jeffery J
Phantom Stock (Deferred Stock Units) · derivative
2026-03-19 Option exercise 1,254
Pecor Raymond C III
Common Stock
2026-03-19 Option exercise 1,254
Vaccaro John A
Deferred Stock (Deferred Compensation) · derivative
2026-03-19 Grant 314.69 $55.61 17,500
Wlos Marya Burgio
Restricted Stock Units · derivative
2026-03-17 Grant 1,571 $0.00
Whipple John F
Phantom Stock (Deferred Stock Units) · derivative
2026-03-17 Grant 1,220 $0.00
MacPherson Kerrie D
Phantom Stock (Deferred Stock Units) · derivative
2026-03-17 Grant 1,220 $0.00
Parente John
Phantom Stock (Deferred Stock Units) · derivative
2026-03-17 Grant 1,220 $0.00
Durkee Matthew K
Stock Option · derivative
2026-03-17 Grant 5,537 $0.00
Pecor Raymond C III
Phantom Stock (Deferred Stock Units) · derivative
2026-03-17 Grant 1,220 $0.00
Karaivanov Dimitar
Stock Option · derivative
2026-03-17 Grant 23,984 $0.00
Durkee Deresa Fischer
Restricted Stock Units · derivative
2026-03-17 Grant 1,812 $0.00
Fesette Neil E
Phantom Stock (Deferred Stock Units) · derivative
2026-03-17 Grant 1,220 $0.00
Knauss Jeffery J
Phantom Stock (Deferred Stock Units) · derivative
2026-03-17 Grant 1,220 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 265 39,891,689
2025-12-31 264 39,439,412
2025-09-30 255 38,842,024
2025-06-30 259 38,713,350
2025-03-31 267 38,217,664
2024-12-31 254 37,941,495
2024-09-30 255 36,875,289
2024-06-30 244 37,338,630
2024-03-31 235 42,315,949
2023-12-31 245 41,042,984
2023-09-30 236 39,300,685
2023-06-30 223 40,449,007
Form 13F Holdings
Firm Period DFND Voting Shares
Waldron Private Wealth LLC [2026-06-30] SOLE 0 122,062
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 1,050 50,129
Ausbil Investment Management Ltd [2026-06-30] SOLE 41,188 41,188
Canandaigua National Bank & Trust Co [2026-06-30] SOLE 26,105 26,105
Louisiana State Employees Retirement System [2026-06-30] SOLE 23,400 23,400
Moody National Bank Trust Division [2026-06-30] DFND 0 20,547
Alliance Wealth Advisors LLC [2026-06-30] SOLE 0 19,775
Alaska Retirement Management Board [2026-06-30] SOLE 19,565 19,565
Yousif Capital Management LLC [2026-06-30] SOLE 3,274 14,091
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 12,463 12,463
Fulton Bank NA [2026-06-30] SOLE 11,817 11,817
QRG Capital Management Inc [2026-06-30] SOLE 8,678 8,678
Cornell Pochily Investment Advisors Inc [2026-06-30] SOLE 0 6,384
Lawood & Co [2026-06-30] OTR 4,088 4,088
Crossmark Global Holdings Inc [2026-06-30] SOLE 3,174 3,174
Farther Finance Advisors LLC [2026-06-30] SOLE 0 3,088
Citizens & Northern Corp [2026-06-30] DFND 3,083 3,083
Wealthcare Capital Partners LLC [2026-06-30] SOLE 0 2,998
Abound Wealth Management [2026-06-30] SOLE 0 1,218
Community Financial Services Group LLC [2026-06-30] DFND 909 909
IFP Advisors LLC [2026-06-30] SOLE 627 627
Gamma Investing LLC [2026-06-30] DFND 541 541
Versant Capital Management Inc [2026-06-30] SOLE 516 516
Community Financial Services Group LLC [2026-06-30] SOLE 480 480
Dogwood Wealth Management LLC [2026-06-30] SOLE 96 96
JFS Wealth Advisors LLC [2026-06-30] SOLE 0 42
Fortitude Family Office LLC [2026-06-30] SOLE 41 41
Retirement Wealth Solutions LLC [2026-06-30] SOLE 0 40
Farmers & Merchants Investments Inc [2026-06-30] SOLE 29 29
Handelsbanken Fonder AB [2026-06-30] SOLE 0 16
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