LEVY JEFFREY M
SEC CIK 1384972 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| CBU | COMMUNITY FINANCIAL SYSTEM, INC. | SVP, Chief Banking Off | 6,657 | $50.2K | $230.6K | 14 | 2022-03-28 | 2025-08-27 |
Most active insiders at CBU, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Bolus Mark J. | Dir | — | $816.8K |
| 2 | Whipple John F. | Dir | — | $276.7K |
| 3 | STICKELS ERIC | Dir | — | $257.5K |
| 4 | STEELE SALLY A | Dir | — | $256.5K |
| 5 | Gillan-Myer Maureen A | EVP, Chief Admin, HR Off | — | $203.1K |
| 6 | Hall Brenda M | Dir | $30.3K | — |
| 7 | Singh Savneet | Dir | $25.0K | — |
| 8 | Vaccaro John A | Dir | $20.0K | — |
| 9 | Wlos Marya Burgio | EVP, CFO | — | — |
| 10 | Abdo Michael N | EVP, GC | — | — |
LEVY JEFFREY M made no open-market trades at CBU in the last 12 months.
Transactions 14
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-28 | 2025-08-27 | CBU | COMMUNITY FINANCIAL SYSTEM, INC. | LEVY JEFFREY M | SVP, Chief Banking Off | S - Sale | $61.38 | -1,440 | 6,657 | -18% | -$88.4K | |
| DA | 2025-03-19 | 2025-03-18 | CBU | COMMUNITY FINANCIAL SYSTEM, INC. | LEVY JEFFREY M | SVP, Chief Banking Off | A - Grant | $0.00 | +1,413 | 8,097 | +21% | $0 |
| D | 2025-03-19 | 2025-03-18 | CBU | COMMUNITY FINANCIAL SYSTEM, INC. | LEVY JEFFREY M | SVP, Chief Banking Off | A - Grant | $0.00 | +5,217 | 11.9K | +78% | $0 |
| 2025-03-13 | 2025-03-12 | CBU | COMMUNITY FINANCIAL SYSTEM, INC. | LEVY JEFFREY M | SVP, Chief Banking Off | F - Tax | $0.00 | -385.65 | 6,684 | -5% | $0 | |
| 2025-03-11 | 2025-03-07 | CBU | COMMUNITY FINANCIAL SYSTEM, INC. | LEVY JEFFREY M | SVP, Chief Banking Off | A - Grant | $0.00 | +1,068 | 7,069 | +18% | $0 | |
| 2025-03-04 | 2025-03-03 | CBU | COMMUNITY FINANCIAL SYSTEM, INC. | LEVY JEFFREY M | SVP, Chief Banking Off | F - Tax | $63.29 | -537 | 6,002 | -8% | -$34.0K | |
| 2025-01-28 | 2025-01-24 | CBU | COMMUNITY FINANCIAL SYSTEM, INC. | LEVY JEFFREY M | SVP, Chief Banking Off | S - Sale | $65.98 | -1,136 | 6,539 | -15% | -$75.0K | |
| D | 2024-03-21 | 2024-03-19 | CBU | COMMUNITY FINANCIAL SYSTEM, INC. | LEVY JEFFREY M | SVP, Chief Banking Off | A - Grant | $0.00 | +1,650 | 7,675 | +27% | $0 |
| 2023-10-31 | 2023-10-27 | CBU | COMMUNITY FINANCIAL SYSTEM, INC. | LEVY JEFFREY M | Pres, Commercial Banking | P - Purchase | $38.60 | +1,300 | 5,924 | +28% | +$50.2K | |
| I | 2023-03-17 | 2023-03-16 | CBU | COMMUNITY FINANCIAL SYSTEM, INC. | LEVY JEFFREY M | Pres, Commercial Banking | I - Discretionary | $56.55 | +726.56 | 2,781 | +35% | +$41.1K |
| D | 2023-03-15 | 2023-03-14 | CBU | COMMUNITY FINANCIAL SYSTEM, INC. | LEVY JEFFREY M | Pres, Commercial Banking | A - Grant | $0.00 | +1,154 | 4,625 | +33% | $0 |
| 2023-03-09 | 2023-03-08 | CBU | COMMUNITY FINANCIAL SYSTEM, INC. | LEVY JEFFREY M | Pres, Commercial Banking | F - Tax | $61.05 | -165 | 3,410 | -5% | -$10.1K | |
| DM | 2022-03-30 | 2022-03-28 | CBU | COMMUNITY FINANCIAL SYSTEM, INC. | LEVY JEFFREY M | Pres, Commercial Banking | M - OptEx | $54.78 | +954 | 4,529 | +27% | +$52.3K |
| D | 2022-03-30 | 2022-03-28 | CBU | COMMUNITY FINANCIAL SYSTEM, INC. | LEVY JEFFREY M | Pres, Commercial Banking | S - Sale+OE | $70.54 | -954 | 3,575 | -21% | -$67.3K |
Purchase Sale Sale after option exercise All abbreviations