| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Mark J. Bolus | - | 103,828 | 0 | 16 Apr, 2025 |
| John Parente | - | 72,645 | 0 | 23 Mar, 2026 |
| Brian R Ace | - | 72,584 | 0 | 29 Feb, 2024 |
| Sally A Steele | - | 41,218 | 0 | 20 Mar, 2026 |
| George J Getman | Executive Vp General Counsel | 39,813 | 0 | 16 Mar, 2022 |
| Eric Stickels | - | 33,592 | 0 | 17 Mar, 2026 |
| Mark E Tryniski | President Ceo | 29,395 | 0 | 05 Jan, 2024 |
| Mark E Tryniski | President Ceo | 0 | 27,959 | 16 Mar, 2023 |
| Dimitar Karaivanov | President Ceo | 23,657 | 0 | 06 Mar, 2026 |
| Jeffrey L Davis | - | 23,429 | 0 | 20 Jun, 2023 |
| Joseph E Sutaris | Evp Chief Financial Officer | 19,998 | 0 | 19 Mar, 2025 |
| Eric Stickels | - | 0 | 14,006 | 16 Mar, 2023 |
| Joseph F Serbun | President, Retail Banking | 13,246 | 0 | 14 Oct, 2022 |
| Raymond C Iii Pecor | - | 11,439 | 0 | 23 Mar, 2026 |
| Neil E. Fesette | - | 10,690 | 0 | 13 Mar, 2024 |
| Joseph E Sutaris | Evp Chief Financial Officer | 0 | 10,314 | 02 May, 2024 |
| John F. Whipple | - | 8,506 | 0 | 06 Feb, 2026 |
| Michael N Abdo | Evp And General Counsel | 8,010 | 0 | 06 Mar, 2026 |
| Jeffrey M Levy | Svp Chief Banking Officer | 6,657 | 0 | 28 Aug, 2025 |
| Maureen A Gillan-Myer | Evp, Chief Admin Hr Officer | 6,647 | 0 | 06 Mar, 2026 |
| Deresa Fischer Durkee | Svp, Chief Accounting Officer | 5,181 | 0 | 04 Mar, 2026 |
| Jeffery J Knauss | - | 4,820 | 0 | 20 Mar, 2026 |
| Sally A Steele | - | 0 | 4,585 | 16 Mar, 2023 |
| Kerrie D. Macpherson | - | 2,982 | 0 | 07 Nov, 2024 |
| Matthew K Durkee | Svp, Chief Banking Officer | 2,858 | 0 | 03 Mar, 2026 |
| Jeffrey M Levy | President, Commercial Banking | 0 | 2,781 | 17 Mar, 2023 |
| Marya Burgio Wlos | Evp Chief Financial Officer | 2,266 | 0 | 05 May, 2025 |
| Joseph Jonathon Lemchak | Svp, Chief Investment Officer | 2,068 | 0 | 16 Mar, 2022 |
| Dimitar Karaivanov | Evp, Chief Operating Officer | 0 | 1,333 | 03 May, 2023 |
| Michael N Abdo | Evp And General Counsel | 0 | 1,196 | 15 May, 2023 |
* 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 | 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 | Raymond C Iii Pecor | Phantom Stock (Deferred Stock Units) | D | 1,254 | - | 7,136 | 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 | 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 | John A Vaccaro | Deferred Stock (Deferred Compensation) | A | 315 | $55.61 | 315 | D | A |
| 19 Mar, 2026 | Michele Sullivan | Deferred Stock (Deferred Compensation) | A | 447 | $55.61 | 3,530 | D | A |
| 17 Mar, 2026 | Neil E. Fesette | Phantom Stock (Deferred Stock Units) | A | 1,220 | $0.00 | 8,225 | D | A |
| 17 Mar, 2026 | Maureen A Gillan-Myer | Restricted Stock Units | A | 1,275 | $0.00 | 1,275 | D | A |
| 17 Mar, 2026 | Marya Burgio Wlos | Restricted Stock Units | A | 1,571 | $0.00 | 1,571 | D | A |
| 17 Mar, 2026 | Matthew K Durkee | Restricted Stock Units | A | 1,449 | $0.00 | 1,449 | D | A |
| 17 Mar, 2026 | Michael N Abdo | Restricted Stock Units | A | 1,373 | $0.00 | 1,373 | D | A |
| 17 Mar, 2026 | Dimitar Karaivanov | Restricted Stock Units | A | 6,277 | $0.00 | 6,277 | D | A |
| 17 Mar, 2026 | Michael N Abdo | Stock Option | A | 5,246 | $0.00 | 5,246 | D | A |
| 17 Mar, 2026 | Matthew K Durkee | Stock Option | A | 5,537 | $0.00 | 5,537 | D | A |
| 17 Mar, 2026 | Dimitar Karaivanov | Stock Option | A | 23,984 | $0.00 | 23,984 | D | A |