Based on data from the past 90 days ending December 31, 2025, Community Financial System's three largest insider shareholders are Director John Parente (71.39K shares), Director Sally A Steele (44.55K shares), Director Neil E. Fesette (10.69K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Mark J. Bolus | 103,828 | 16 Apr, 2025 | |
| Brian R Ace | 72,584 | 29 Feb, 2024 | |
| John Parente | 71,391 | 17 Dec, 2025 | |
| Mark E Tryniski | 57,354 | 05 Jan, 2024 | |
| Eric Stickels | 49,348 | 16 Apr, 2025 | |
| Sally A Steele | 44,549 | 16 Apr, 2025 | |
| George J Getman | Executive Vp & General Counsel | 39,813 | 16 Mar, 2022 |
| Joseph E Sutaris | Evp & Chief Financial Officer | 30,312 | 19 Mar, 2025 |
| Dimitar Karaivanov | President & Ceo | 25,092 | 19 Mar, 2025 |
| Jeffrey L Davis | 23,429 | 20 Jun, 2023 | |
| Joseph F Serbun | President And Retail Banking | 13,246 | 14 Oct, 2022 |
| Neil E. Fesette | 10,690 | 13 Mar, 2024 | |
| Jeffrey M Levy | Svp & Chief Banking Officer | 9,438 | 28 Aug, 2025 |
| Maureen A Gillan-Myer | Evp And Chief Admin & Hr Officer | 8,870 | 19 Mar, 2025 |
| John F. Whipple | 8,506 | 03 Dec, 2025 | |
| Michael N Abdo | Evp And General Counsel | 7,926 | 19 Mar, 2025 |
| Deresa Fischer Durkee | Svp And Chief Accounting Officer | 5,538 | 19 Mar, 2025 |
| Jeffery J Knauss | 3,566 | 16 Apr, 2025 | |
| Kerrie D. Macpherson | 2,982 | 07 Nov, 2024 | |
| Marya Burgio Wlos | Evp & Chief Financial Officer | 2,266 | 05 May, 2025 |
| Joseph Jonathon Lemchak | Svp And Chief Investment Officer | 2,068 | 16 Mar, 2022 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 16 Dec, 2025 | John Parente | Common Stock | A | 4,246 | $38.02 | 74,074 | D | M |
| 16 Dec, 2025 | John Parente | Common Stock | D | 2,683 | $60.18 | 71,391 | D | F |
| 01 Dec, 2025 | John F. Whipple | Common Stock | A | 1,370 | - | 8,506 | D | M |
| 27 Aug, 2025 | Jeffrey M Levy | - | - | 6,657 | D | |||
| 27 Aug, 2025 | Jeffrey M Levy | Common Stock | D | 1,440 | $61.38 | 6,657 | D | S |
| 02 May, 2025 | Marya Burgio Wlos | - | - | 2,266 | D | |||
| 02 May, 2025 | Marya Burgio Wlos | Common Stock | A | 2,266 | $0.00 | 2,266 | D | A |
| 15 Apr, 2025 | Sally A Steele | Common Stock | A | 1,181 | $0.00 | 39,964 | D | M |
| 15 Apr, 2025 | Sally A Steele | - | - | 39,964 | D | |||
| 14 Apr, 2025 | John Parente | Common Stock | A | 12 | $0.00 | 69,828 | D | M |
| 14 Apr, 2025 | Eric Stickels | Common Stock | A | 3 | $0.00 | 35,342 | D | M |
| 14 Apr, 2025 | Jeffery J Knauss | Common Stock | A | 12 | $0.00 | 3,566 | D | M |
| 14 Apr, 2025 | Mark J. Bolus | - | - | 103,828 | D | |||
| 14 Apr, 2025 | Mark J. Bolus | Common Stock | A | 12 | $0.00 | 103,828 | D | M |
| 18 Mar, 2025 | Jeffrey M Levy | Common Stock | A | 1,413 | $0.00 | 8,097 | D | A |
| 18 Mar, 2025 | Deresa Fischer Durkee | Common Stock | A | 883 | $0.00 | 5,538 | D | A |
| 19 Mar, 2025 | John Parente | Common Stock | A | 1,430 | $0.00 | 69,816 | D | M |
| 18 Mar, 2025 | Jeffrey M Levy | Common Stock | A | 5,217 | $0.00 | 11,901 | D | A |
| 18 Mar, 2025 | Michael N Abdo | Common Stock | A | 1,326 | $0.00 | 6,730 | D | A |
| 18 Mar, 2025 | Maureen A Gillan-Myer | Common Stock | A | 1,233 | $0.00 | 5,550 | D | A |