Transaction · 0000723188-26-000086

Parente John

Parente John, DIR, reported a transaction classified as exercise at COMMUNITY FINANCIAL SYSTEM, INC. involving 9.000000 shares. Reported holdings after the transaction were 1220.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

exerciseSEC transaction code MDIR
CBUCOMMUNITY FINANCIAL SYSTEM, INC.
Trade date
Apr 29, 2026
Filing date
May 01, 2026
View on SEC Insider profile
Estimated value—Shares × reported price
Shares traded9Price unknown
Holdings after1.22kDirect
% 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.

Filing warnings

Notes recorded with this filing
1 warning
missing priceThe filing did not provide a usable price per share.

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 ago1w ago1d ago
Returns since7d +0.0%30d90d +2.3%180d1y

Transaction facts

Stored Form 4 columns with their raw values

Derivative
Type
exercise
Code M
Identifier
0000723188-26-000086
Phantom Stock (Deferred Stock Units)
Transaction date
Apr 29, 2026
Filed May 01, 2026, 08:22 PM · 2d delay
Shares
9 sh
Price unknown
Estimated value
—
Computed from shares × price
Holdings after
1,220 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

-14 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 = 2

    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.
  • missing_price-8 points

    price_cents is null

    Missing price reduces confidence in value-based signals.
Missing facts
  • price_cents
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

    On April 29, 2026, the reporting person's phantom stock units were settled for 9 shares of Community Financial System, Inc. common stock, and .4418 shares were settled in cash at the price of $63.17 p…

  2. F2

    The trust was established for the benefit of the reporting person's child and the reporting person does not have investment discretion nor a pecuniary interest in the shares held by the trust. The re…

  3. F3F4(2 footnotes)

    The trust was established for the benefit of the reporting person's child and the reporting person does not have any investment discretion, voting power or pecuniary interest in the shares held by the…

  4. F5

    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…

  5. F6

    Includes 9.4418 units of phantom stock acquired on April 10, 2026 under the LTIP's dividend reinvestment feature.

Original filing · 0000723188-26-000086
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