John F. Whipple - 17 Mar 2026 Form 4 Insider Report for COMMUNITY FINANCIAL SYSTEM, INC. (CBU)

Role
Director
Signature
/s/ Danielle M. Cima, pursuant to a Confirming Statement executed by John F. Whipple, Jr.
Issuer symbol
CBU
Transactions as of
17 Mar 2026
Net transactions value
$0
Form type
4
Filing time
18 Mar 2026, 13:23:36 UTC
Previous filing
06 Feb 2026
SEC
View on sec.gov

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Quoteable Key Fact

"John F. Whipple filed Form 4 for COMMUNITY FINANCIAL SYSTEM, INC. (CBU) on 18 Mar 2026."

Quick Takeaways

  • This page summarizes John F. Whipple's Form 4 filing for COMMUNITY FINANCIAL SYSTEM, INC. (CBU).
  • 1 reported transaction and 2 derivative rows are listed below.
  • Filing timestamp: 18 Mar 2026, 13:23.

What Changed

  • Previous filing in this sequence was filed on 06 Feb 2026.
  • Current net transaction value: $0.

Why This Matters

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Official SEC Source

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

See Original Filing

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Whipple John F. Director C/O COMMUNITY FINANCIAL SYSTEM, INC., 5790 WIDEWATERS PARKWAY, DEWITT /s/ Danielle M. Cima, pursuant to a Confirming Statement executed by John F. Whipple, Jr. 18 Mar 2026 0001485739

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction CBU Phantom Stock (Deferred Stock Units) Award +1,220 +23% $0.000000* 6,633 17 Mar 2026 Common Stock 1,220 $0.000000 Direct F3, F4
holding CBU Phantom Stock (Deferred Compensation) 5,751 17 Mar 2026 Common Stock 5,751 Direct F1, F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 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 ("DCP for Directors") will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.
F2 Includes 44.0422 units of phantom stock acquired on January 12, 2026 as dividend equivalents under the DCP for Directors.
F3 The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date.
F4 Includes 35.9672, 40.8617, 45.1866, and 41.4544 units of phantom stock acquired on April 10, 2025, July 10, 2025, October 10, 2025, and January 12, 2026, respectively, as dividend equivalents under the Plan.

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