According to recent filings covering the 90 days ending February 10, 2026, the three most significant insider holders at Community Financial System are Director Mark J. Bolus (103.83K shares), Director Brian R Ace (72.58K shares), Director John Parente (71.39K 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 | 47,348 | 05 Feb, 2026 | |
| Sally A Steele | 44,549 | 05 Feb, 2026 | |
| George J Getman | Executive Vp & General Counsel | 39,813 | 16 Mar, 2022 |
| Joseph E Sutaris | Evp & Chief Financial Officer | 26,194 | 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 | 06 Feb, 2026 | |
| Michael N Abdo | Evp And General Counsel | 8,450 | 03 Feb, 2026 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 04 Feb, 2026 | John F. Whipple | Common Stock | A | 4,246 | $38.02 | 12,752 | D | M |
| 04 Feb, 2026 | John F. Whipple | Common Stock | D | 4,246 | $65.17 | 8,506 | D | S |
| 03 Feb, 2026 | Eric Stickels | Common Stock | D | 2,000 | $64.75 | 33,342 | D | S |
| 03 Feb, 2026 | Sally A Steele | Common Stock | A | 4,000 | $23.04 | 43,964 | D | M |
| 03 Feb, 2026 | Sally A Steele | Common Stock | D | 4,000 | $64.12 | 39,964 | D | S |
| 30 Jan, 2026 | Michael N Abdo | Common Stock | A | 2,287 | $38.02 | 9,017 | D | M |
| 30 Jan, 2026 | Michael N Abdo | Common Stock | D | 1,763 | $62.44 | 7,254 | D | F |
| 16 Dec, 2025 | John Parente | Common Stock | D | 2,683 | $60.18 | 71,391 | D | F |
| 16 Dec, 2025 | John Parente | - | - | 71,391 | D | |||
| 16 Dec, 2025 | John Parente | Common Stock | A | 4,246 | $38.02 | 74,074 | D | M |
| 16 Dec, 2025 | John Parente | - | - | 74,074 | D | |||
| 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 | Common Stock | A | 2,266 | $0.00 | 2,266 | D | A |
| 02 May, 2025 | Marya Burgio Wlos | - | - | 2,266 | D | |||
| 15 Apr, 2025 | Sally A Steele | - | - | 39,964 | D | |||
| 15 Apr, 2025 | Sally A Steele | Common Stock | A | 1,181 | $0.00 | 39,964 | D | M |
| 14 Apr, 2025 | Eric Stickels | Common Stock | A | 3 | $0.00 | 35,342 | D | M |
| 14 Apr, 2025 | Mark J. Bolus | - | - | 103,828 | D |