Community Financial System, Inc.
CBUFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Community Financial System, Inc. Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 29, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Ascent Wealth Partners, LLC | 2026-03-31 | 3,821 | $224K | SEC filing |
| ARIZONA STATE RETIREMENT SYSTEM | 2026-03-31 | 14,461 | $848K | SEC filing |
| State of New Jersey Common Pension Fund D | 2026-03-31 | 34,754 | $2.04M | SEC filing |
| Advisory Services Network, LLC | 2026-03-31 | 249 | $14.6K | SEC filing |
| Squarepoint Ops LLC | 2026-03-31 | 24,669 | $1.45M | SEC filing |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 2026-03-31 | 639 | $37.5K | SEC filing |
| MORGAN STANLEY | 2026-03-31 | 1,861,086 | $109M | SEC filing |
| Smartleaf Asset Management LLC | 2026-03-31 | 564 | $32.5K | SEC filing |
| NICOLET BANKSHARES INC | 2026-03-31 | 4,000 | $235K | SEC filing |
| KBC Group NV | 2026-03-31 | 1,668 | Not shown | SEC filing |
| Blue Trust, Inc. | 2026-03-31 | 914 | $53.6K | SEC filing |
| Amundi | 2026-03-31 | 8,972 | $526K | SEC filing |
| ASSETMARK, INC | 2026-03-31 | 10 | $587 | SEC filing |
| JONES FINANCIAL COMPANIES LLLP | 2026-03-31 | 8 | $454 | SEC filing |
| Arax Advisory Partners | 2026-03-31 | 126 | $7.39K | SEC filing |
| HighTower Advisors, LLC | 2026-03-31 | 19,119 | $1.12M | SEC filing |
| RHUMBLINE ADVISERS | 2026-03-31 | 147,287 | $8.64M | SEC filing |
| XPONANCE LLC | 2026-03-31 | 5,009 | $294K | SEC filing |
| Root Financial Partners, LLC | 2026-03-31 | 269 | $15.8K | SEC filing |
| AE Wealth Management LLC | 2026-03-31 | 6,103 | $358K | SEC filing |
- Each value is checked against Community Financial System, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Community Financial System, Inc.'s share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Community Financial System, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-06-25 · Bolus Mark J.: Larger than all 10 other insider sales of Common Stock on file. SEC filing
- 2026-02-04 · Whipple John F.: Larger than 9 of the 10 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-25 | Bolus Mark J. · Director | Common Stock | S — Open market or private sale | −12,191 | 67.00 | SEC filing |
| 2026-06-08 | STICKELS ERIC · Director | Common Stock | S — Open market or private sale | −2,000 | 63.98 | SEC filing |
| 2026-02-04 | Whipple John F. · Director | Common Stock | S — Open market or private sale | −4,246 | 65.17 | SEC filing |
| 2026-02-03 | STEELE SALLY A · Director | Common Stock | S — Open market or private sale | −4,000 | 64.12 | SEC filing |
| 2026-02-03 | STICKELS ERIC · Director | Common Stock | S — Open market or private sale | −2,000 | 64.75 | SEC filing |
| 2025-12-29 | Gillan-Myer Maureen A · EVP, Chief Admin & HR Officer | Common Stock | S — Open market or private sale | −3,450 | 58.85 | SEC filing |
| 2025-08-27 | LEVY JEFFREY M · SVP & Chief Banking Officer | Common Stock | S — Open market or private sale | −1,440 | 61.38 | SEC filing |
| 2025-01-24 | LEVY JEFFREY M · SVP & Chief Banking Officer | Common Stock | S — Open market or private sale | −1,136 | 65.98 | SEC filing |
Showing 8 of 12 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-18 | Sullivan Michele · Director | Deferred Stock (Deferred Compensation) | A — Grant, award, or other acquisition | +406 | SEC filing |
| 2026-06-18 | Vaccaro John A · Director | Deferred Stock (Deferred Compensation) | A — Grant, award, or other acquisition | +320 | SEC filing |
| 2026-06-10 | Durkee Deresa Fischer · SVP, Chief Accounting Officer | Stock Option | M — Exercise or conversion of derivative security | −1,196 | SEC filing |
| 2026-06-10 | Durkee Deresa Fischer · SVP, Chief Accounting Officer | Common Stock | M — Exercise or conversion of derivative security | +427 | SEC filing |
| 2026-06-10 | Durkee Deresa Fischer · SVP, Chief Accounting Officer | Common Stock | M — Exercise or conversion of derivative security | +1,196 | SEC filing |
| 2026-06-10 | Durkee Deresa Fischer · SVP, Chief Accounting Officer | Stock Option | M — Exercise or conversion of derivative security | −427 | SEC filing |
| 2026-06-10 | Durkee Deresa Fischer · SVP, Chief Accounting Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −1,326 | SEC filing |
| 2026-05-04 | Wlos Marya Burgio · EVP & Chief Financial Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −273 | SEC filing |
Showing 8 of 32 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2024-04-30 | SUTARIS JOSEPH E · EVP & Chief Financial Officer | Common Stock | I — Discretionary transaction | +3,544 | SEC filing |
Showing 1 of 1 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.