Community Financial System CBU Insider Ownership

NYSE CBU

$59.87 -0.37 (-0.61%)

As of: Oct 19, 2026 · 3:59 PM EDT

Insider Holdings by Owner

535.25K Shares

Insider Ownership Statistics

as of 30 Sep, 2026

Insider Ownership

0.729%

▲+0.0027% pp QoQ

Shares Held by Insiders

383.33K

filed for Sep 2026

▲+0.37% QoQ

Shares Outstanding

52.62Mn

52,615,905 shares

Direct Holdings

355.29K

Indirect: 28.04K

Net Shares Traded (QoQ)

+1.43K

net buying in Sep 2026

Insiders Holding Shares

with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold

Latest quarter —

Net over range —

Buying quarters —

Insider Ownership Summary

Updated Oct 10, 2026

Over the trailing 12 months, CBU insiders bought $75,265 worth of shares (1.19K shares) and sold $1.81 million worth (27.89K shares) in open-market trades.

A count shows 3 insiders buying CBU stock on the open market over the past 12 months and 5 insiders selling.
Among Community Financial System's insiders, the largest open-market purchases in the past 12 months were by Brenda M. Hall (Director), totaling $30,271 (476 shares), most recently on August 24, 2026.
Conversely, Mark J. Bolus (Director) was CBU's largest open-market seller in the past 12 months, with $816,786 of sales (12.19K shares); the latest was on June 25, 2026.
The latest open-market trade on record is a purchase of 400 shares for $24,988 by Savneet Singh (Director) on September 9, 2026.
Away from the open market, CBU insiders received 9.73K shares in stock awards, acquired 19.29K shares through option exercises and conversions and gave up 14.78K shares to cover taxes or exercise prices over the last 12 months.
Business Quant data puts insider holdings in CBU at 383.33K shares across insiders' latest Form 4 filings, up 0.37% from 381.91K shares at the end of Q2 2026.
Indirect holdings, through trusts, partnerships, family members and other entities, make up 7.31% (28.04K shares) of Community Financial System's insider total, with the other 92.69% (355.29K shares) held directly.
Holdings in Community Financial System stock are reported by 20 insiders, the officers, directors and 10% owners who have filed a Form 4 in the past two years.
CBU's three largest insider shareholders, per their latest Form 4 filings, are Mark J. Bolus (Director, 94.06K shares), John Parente (Director, 72.65K shares) and Sally A. Steele (Director, 45.81K shares).
The largest insider, Mark J. Bolus, holds 24.54% of CBU's insider total.
Institutions accounted for 77.92% of CBU's outstanding shares in Q2 2026, insiders about 0.73% per their latest Form 4 filings, and other investors, including the public, about 21.35%.
A total of 59 Form 4 filings with transactions in Community Financial System stock were made over the past 12 months, by 19 insiders.
These insider figures for Community Financial System are based on Form 4 filings through September 18, 2026.

Form 4 Holdings

Insiders Holding CBU

Insiders 26

Shares held 535.25K

Of outstanding 1.02%

#	Insider	Position	Direct	Total	Share of Insiders	Last Filed
1	Mark J. Bolus	Director	94,060	94,060	17.6%	29 Jun, 2026
2	John Parente	Director	72,654	72,654	13.6%	01 May, 2026
3	Brian R Ace	Director	72,584	72,584	13.6%	29 Feb, 2024
4	Sally A Steele	Director	41,227	41,227	7.7%	01 May, 2026
5	George J Getman	Executive Vp General Counsel	39,813	39,813	7.4%	16 Mar, 2022
6	Eric Stickels	Director	31,592	31,592	5.9%	10 Jun, 2026
7	Mark E Tryniski	President Ceo	29,395	29,395	5.5%	05 Jan, 2024
8	Dimitar Karaivanov	President Ceo	23,657	23,657	4.4%	06 Mar, 2026
9	Jeffrey L Davis	Director	23,429	23,429	4.4%	20 Jun, 2023
10	Joseph E Sutaris	Evp Chief Financial Officer	19,998	19,998	3.7%	19 Mar, 2025
11	Joseph F Serbun	President, Retail Banking	13,246	13,246	2.5%	14 Oct, 2022
12	Raymond C Iii Pecor	Director	11,448	11,448	2.1%	01 May, 2026
13	Neil E. Fesette	Director	10,690	10,690	2.0%	13 Mar, 2024
14	John F. Whipple	Director	8,506	8,506	1.6%	06 Feb, 2026
15	Michael N Abdo	Evp And General Counsel	8,010	8,010	1.5%	06 Mar, 2026
16	Jeffrey M Levy	Svp Chief Banking Officer	6,657	6,657	1.2%	28 Aug, 2025
17	Maureen A Gillan-Myer	Evp, Chief Admin Hr Officer	6,647	6,647	1.2%	06 Mar, 2026
18	Deresa Fischer Durkee	Svp, Chief Accounting Officer	5,478	5,478	1.0%	11 Jun, 2026
19	Jeffery J Knauss	Director	4,829	4,829	0.9%	01 May, 2026
20	Kerrie D. Macpherson	Director	2,982	2,982	0.6%	07 Nov, 2024
21	Matthew K Durkee	Svp, Chief Banking Officer	2,858	2,858	0.5%	03 Mar, 2026
22	Joseph Jonathon Lemchak	Svp, Chief Investment Officer	2,068	2,068	0.4%	16 Mar, 2022
23	Marya Burgio Wlos	Evp Chief Financial Officer	1,993	1,993	0.4%	05 May, 2026
24	Brenda M Hall	Director	515	515	0.1%	26 Aug, 2026
25	John A Vaccaro	Director	492	492	0.1%	28 Aug, 2026
26	Savneet Singh	Director	418	418	0.1%	10 Sep, 2026

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

2,270 Insider Transactions

Source SEC Form 4

Latest quarter Sep 2026

Date	Insider	Position	Transaction	Shares	Price	Value	Shares Held After	Ownership
17 Sep, 2026	John A Vaccaro	Director	Acquired A	347	$62.77	$21.75K	984	Direct
17 Sep, 2026	Michele Sullivan	Director	Acquired A	396	$62.77	$24.87K	4,381	Direct
09 Sep, 2026	Savneet Singh	Director	Acquired P	400	$62.47	$24.99K	418	Direct
27 Aug, 2026	John A Vaccaro	Director	Acquired P	317	$63.11	$20.01K	492	Direct
24 Aug, 2026	Brenda M Hall	Director	Acquired P	476	$63.59	$30.27K	515	Direct
25 Jun, 2026	Mark J. Bolus	Director	Disposed S	12,191	$67.00	$816.79K	94,060	Direct
18 Jun, 2026	John A Vaccaro	Director	Acquired A	320	$61.24	$19.63K	635	Direct
18 Jun, 2026	Michele Sullivan	Director	Acquired A	406	$61.24	$24.88K	3,960	Direct
10 Jun, 2026	Deresa Fischer Durkee	Svp, Chief Accounting Officer	Acquired M	427	$51.64	$22.05K	5,608	Direct
10 Jun, 2026	Deresa Fischer Durkee	Svp, Chief Accounting Officer	Acquired M	1,196	$44.27	$52.95K	6,804	Direct
10 Jun, 2026	Deresa Fischer Durkee	Svp, Chief Accounting Officer	Disposed F	1,326	$64.77	$85.89K	5,478	Direct
10 Jun, 2026	Deresa Fischer Durkee	Svp, Chief Accounting Officer	Disposed M	427	$0.00	$0	0	Direct
10 Jun, 2026	Deresa Fischer Durkee	Svp, Chief Accounting Officer	Disposed M	1,196	$0.00	$0	1,794	Direct
08 Jun, 2026	Eric Stickels	Director	Disposed S	2,000	$63.98	$127.96K	31,592	Direct
04 May, 2026	Marya Burgio Wlos	Evp Chief Financial Officer	Disposed F	273	$63.62	$17.37K	1,993	Direct
29 Apr, 2026	Sally A Steele	Director	Acquired M	9	—	—	41,227	Direct
29 Apr, 2026	John Parente	Director	Acquired M	9	—	—	72,654	Direct
29 Apr, 2026	Raymond C Iii Pecor	Director	Acquired M	9	—	—	11,448	Direct
29 Apr, 2026	Jeffery J Knauss	Director	Acquired M	9	—	—	4,829	Direct
29 Apr, 2026	Jeffery J Knauss	Director	Disposed M	9	—	—	1,220	Direct

Showing 1 to 20 of 2,270 transactions