Form 4 for CBU COMMUNITY FINANCIAL SYSTEM, INC.
Accepted 2026-03-23 00:00:00 ET · period of report 2026-03-19 · accession 0000723188-26-000082 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2026-03-23 | 2026-03-19 | CBU | Pecor Raymond C III | Dir | M - OptEx | — | +1,254 | 11.4K | +12% | — |
| D | 2026-03-23 | 2026-03-19 | CBU | Pecor Raymond C III | Dir | M - OptEx | — | -1,254 | 7,136 | -15% | — |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2026-03-19 | M | A | 1,254 | — | 11,439.22 | D | — | — | (F1) On March 19, 2026, the reporting person's phantom stock units were settled for 1,254 shares of Community Financial System, Inc. common stock, and .5514 shares were settled in cash at the price of $55.61 per share. |
| 2 | Derivative | Phantom Stock (Deferred Stock Units) | 2026-03-19 | M | D | 1,254 | — | 7,136.11 | D | — · — to — | 1,254 Common Stock | (F1) On March 19, 2026, the reporting person's phantom stock units were settled for 1,254 shares of Community Financial System, Inc. common stock, and .5514 shares were settled in cash at the price of $55.61 per share. (F3) The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "LTIP"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date. |