Reporting Owner Activity for Joseph E. Sutaris

Form 3/4/5 issuer positions and transaction evidence for this reporting owner.

Issuer positions

1

Largest position

COMMUNITY FINANCIAL SYSTEM, INC.

Disclosed value

$1.7M

Recent activity

Available

Identity 1 fact
Location
Oneonta, NY
SEC ownership signals 1 fact
Ownership summary

Disclosed holdings value

$1,702,952

Estimated from parsed Forms 3/4/5 when holding values are disclosed.

Issuer positions

1

Distinct issuers tied to this reporting owner in parsed SEC filings.

Largest parsed position

COMMUNITY FINANCIAL SYSTEM, INC. (CBU)

About $1.7M disclosed in parsed filings.

Latest ownership filing

19 Mar 2025

Most recent owner-level filing date in the parsed SEC record.

Values come from parsed SEC Forms 3/4/5 and should be checked against the source filing before use.

SEC filing record 1 fact
Filing signature
/s/ Danielle M. Cima, pursuant to a Confiming Statement executed by Joseph E. Sutaris
SEC evidence 1 fact

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Reported issuer positions for Joseph E. Sutaris

Insider Transactions Reported by Joseph E. Sutaris:

Sym Company Class Transaction % Reported value Reported price Shares Shares after Date Ownership
* indicates a reported price that failed the local validity check.
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