Transaction · 0000723188-26-000112

Sullivan Michele

Sullivan Michele, DIR, reported a transaction classified as grant at COMMUNITY FINANCIAL SYSTEM, INC. involving 396.288000 shares for an estimated $24875.00. Reported holdings after the transaction were 4381.147600 shares. A 10b5-1 reference was not detected in the stored filing text.

grantSEC transaction code ADIR
CBUCOMMUNITY FINANCIAL SYSTEM, INC.
Disclosed value$24.8kShares × reported price
Shares traded396$62.77 per share
Holdings after4.38kDirect
% of reported position tradedUnavailableThis security and ownership context
How reported position traded is calculated

Not calculated for derivative securities.

Row-level estimate for this security and ownership context, not the insider’s complete portfolio. Joint ownership, other transactions in the filing, amendments and footnotes can affect interpretation.

CBU price since this filing

Daily closing prices, with the filing date and available return windows
CBU · Daily closing priceLoading daily prices…
Filing dateReturn windows appear as prices become available.
Pre-filing1mo ago +4.2%1w ago +1.1%1d ago +1.2%
Returns since7d -0.7%30d -2.8%90d180d1y

Transaction facts

Stored Form 4 columns with their raw values

Derivative
Type
grant
Code A
Identifier
0000723188-26-000112
Deferred Stock (Deferred Compensation)
Transaction date
Sep 17, 2026
Filed Sep 18, 2026, 01:24 PM · 1d delay
Shares
396.288 sh
$62.77 per share
Estimated value
$24.8k
Computed from shares × price
Holdings after
4,381.1476 sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $100kLarge $1.00M
Derivative Transaction Direct Ownership
Filing-only score

-6 points

Compact filing score computed from stored Form 4 facts. Version v1.

Mixed or weak signal

This filing has a negative filing-only score. It may be less informative as an insider-activity signal and needs extra context.

How this score is calculated
  • direct_ownership+6 points

    direct_or_indirect_ownership = D

    Direct ownership reports the insider's personal stake.
  • timely_filing+4 points

    reporting_delay_days = 1

    Filing reported within two business days of the transaction.
  • derivative_transaction-16 points

    is_derivative = true

    Derivative exercise rows are less discretionary than open-market purchases.
Read the scoring methodology

Signed filing-only points, not a probability or expected return. Version v1.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

No officer title

Officer NoDirector Yes10% NoOther No
Footnotes & amended
  1. F1

    The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "LTIP"). Each phantom stock unit which represents a def…

  2. F2

    Includes 27.9627 units of phantom stock acquired as dividend equivalents on July 10, 2026 under the LTIP.

  3. F3

    Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan for Directors…

  4. F4

    Includes 25.0107 units of phantom stock acquired on July 10, 2026 as dividend equivalents under the DCP for Directors.

Original filing · 0000723188-26-000112
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