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Insider Trading & Ownership of Jeffrey M. Levy

Location
Norwich, NY
Summary
The estimated net worth of Jeffrey M. Levy is at least $737,536 dollars as of 28 Aug 2025. Jeffrey M. Levy is the SVP & Chief Banking Officer of COMMUNITY FINANCIAL SYSTEM, INC. and owns shares of COMMUNITY FINANCIAL SYSTEM, INC. (CBU) stock worth about $737.5K.
Signature
/s/ Danielle M. Cima, pursuant to a Confirming Statement executed by Jeffrey M. Levy
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Quick Takeaways

  • Jeffrey M. Levy has 1 issuer position tracked on this page.
  • Estimated disclosed ownership value: $737,536.
  • Recent insider filing activity is available below.

What Changed

  • Largest disclosed position: COMMUNITY FINANCIAL SYSTEM, INC. ($737,536).
  • Past-year value change for that position: -$88,380.

Why This Matters

  • This page translates Forms 3/4/5 into a quick ownership context before you inspect each transaction row.
  • You can cross-check role, issuer, and filing chronology directly against the SEC source.

Official SEC Source

Filed on Form 4

Insider ownership context is sourced from SEC Forms 3, 4, and 5.

See Original Filing

Ownership of Jeffrey M. Levy

Symbol Company Relationship Holdings Value Past Year Net Change Change % Report Period
CBU COMMUNITY FINANCIAL SYSTEM, INC. SVP & Chief Banking Officer $737,536 -$88,380 -11% 27 Aug 2025

Insider Transactions Reported by Jeffrey M. Levy:

Sym Company Class Transaction % Value $ * Price $ Shares Shares After Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

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