| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Eric Stickels | - | 33,592 | 0 | 17 Mar, 2026 |
| Jeffrey L Davis | - | 23,429 | 0 | 20 Jun, 2023 |
| Mark E Tryniski | President Ceo | 29,395 | 0 | 05 Jan, 2024 |
| Sally A Steele | - | 41,218 | 0 | 20 Mar, 2026 |
| Brian R Ace | - | 72,584 | 0 | 29 Feb, 2024 |
| Joseph E Sutaris | Evp Chief Financial Officer | 15,880 | 0 | 19 Mar, 2025 |
| Joseph Jonathon Lemchak | Svp, Chief Investment Officer | 2,068 | 0 | 16 Mar, 2022 |
| Jeffrey M Levy | Svp Chief Banking Officer | 6,657 | 0 | 28 Aug, 2025 |
| George J Getman | Executive Vp General Counsel | 39,813 | 0 | 16 Mar, 2022 |
| Raymond C Iii Pecor | - | 11,439 | 0 | 23 Mar, 2026 |
| Neil E. Fesette | - | 10,690 | 0 | 13 Mar, 2024 |
| John F. Whipple | - | 8,506 | 0 | 06 Feb, 2026 |
| Mark J. Bolus | - | 103,828 | 0 | 16 Apr, 2025 |
| John Parente | - | 72,645 | 0 | 23 Mar, 2026 |
| Deresa Fischer Durkee | Svp, Chief Accounting Officer | 5,181 | 0 | 04 Mar, 2026 |
| Maureen A Gillan-Myer | Evp, Chief Admin Hr Officer | 6,647 | 0 | 06 Mar, 2026 |
| Matthew K Durkee | Svp, Chief Banking Officer | 2,858 | 0 | 03 Mar, 2026 |
| Joseph F Serbun | President, Retail Banking | 13,246 | 0 | 14 Oct, 2022 |
| Kerrie D. Macpherson | - | 2,982 | 0 | 07 Nov, 2024 |
| Dimitar Karaivanov | President Ceo | 23,657 | 0 | 06 Mar, 2026 |
| Jeffery J Knauss | - | 4,820 | 0 | 20 Mar, 2026 |
| Michael N Abdo | Evp And General Counsel | 8,010 | 0 | 06 Mar, 2026 |
| Marya Burgio Wlos | Evp Chief Financial Officer | 2,266 | 0 | 05 May, 2025 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 19 Mar, 2026 | John Parente | Common Stock | A | 1,254 | - | 72,645 | D | M |
| 19 Mar, 2026 | John Parente | Common Stock | A | 1,254 | - | 72,645 | D | M |
| 19 Mar, 2026 | Raymond C Iii Pecor | Common Stock | A | 1,254 | - | 11,439 | D | M |
| 19 Mar, 2026 | Raymond C Iii Pecor | Common Stock | A | 1,254 | - | 11,439 | D | M |
| 19 Mar, 2026 | John Parente | Phantom Stock (Deferred Stock Units) | D | 1,254 | - | 1,220 | D | M |
| 19 Mar, 2026 | John Parente | Phantom Stock (Deferred Stock Units) | D | 1,254 | - | 1,220 | D | M |
| 19 Mar, 2026 | Raymond C Iii Pecor | Phantom Stock (Deferred Stock Units) | D | 1,254 | - | 7,136 | D | M |
| 19 Mar, 2026 | Raymond C Iii Pecor | Phantom Stock (Deferred Stock Units) | D | 1,254 | - | 7,136 | D | M |
| 19 Mar, 2026 | Jeffery J Knauss | Common Stock | A | 1,254 | - | 4,820 | D | M |
| 19 Mar, 2026 | Sally A Steele | Common Stock | A | 1,254 | - | 41,218 | D | M |
| 19 Mar, 2026 | Sally A Steele | Common Stock | A | 1,254 | - | 41,218 | D | M |
| 19 Mar, 2026 | Jeffery J Knauss | Common Stock | A | 1,254 | - | 4,820 | D | M |
| 19 Mar, 2026 | Jeffery J Knauss | Phantom Stock (Deferred Stock Units) | D | 1,254 | - | 1,220 | D | M |
| 19 Mar, 2026 | Jeffery J Knauss | Phantom Stock (Deferred Stock Units) | D | 1,254 | - | 1,220 | D | M |
| 19 Mar, 2026 | Sally A Steele | Phantom Stock (Deferred Stock Units) | D | 1,254 | - | 1,231 | D | M |
| 19 Mar, 2026 | Sally A Steele | Phantom Stock (Deferred Stock Units) | D | 1,254 | - | 1,231 | D | M |
| 17 Mar, 2026 | Jeffery J Knauss | Phantom Stock (Deferred Stock Units) | A | 1,220 | $0.00 | 2,475 | D | A |
| 19 Mar, 2026 | Michele Sullivan | Deferred Stock (Deferred Compensation) | A | 447 | $55.61 | 3,530 | D | A |
| 19 Mar, 2026 | John A Vaccaro | Deferred Stock (Deferred Compensation) | A | 315 | $55.61 | 315 | D | A |
| 17 Mar, 2026 | Jeffery J Knauss | Phantom Stock (Deferred Stock Units) | A | 1,220 | $0.00 | 2,475 | D | A |