Mark J. Bolus - 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 Mark J. Bolus
Issuer symbol
CBU
Transactions as of
17 Mar 2026
Net transactions value
$0
Form type
4
Filing time
19 Mar 2026, 11:13:17 UTC
Previous filing
16 Apr 2025
SEC
View on sec.gov

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Quoteable Key Fact

"Mark J. Bolus filed Form 4 for COMMUNITY FINANCIAL SYSTEM, INC. (CBU) on 19 Mar 2026."

Quick Takeaways

  • This page summarizes Mark J. Bolus's Form 4 filing for COMMUNITY FINANCIAL SYSTEM, INC. (CBU).
  • 1 reported transaction and 1 derivative row are listed below.
  • Filing timestamp: 19 Mar 2026, 11:13.

What Changed

  • Previous filing in this sequence was filed on 16 Apr 2025.
  • 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
Bolus Mark J. Director C/O COMMUNITY FINANCIAL SYSTEM, INC., 5790 WIDEWATERS PARKWAY, DEWITT /s/ Danielle M. Cima, pursuant to a Confirming Statement executed by Mark J. Bolus 19 Mar 2026 0001486056

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding CBU Common Stock 106,251 17 Mar 2026 Direct F1
holding CBU Common Stock 8,131 17 Mar 2026 By Mark Bolus Trust F2
holding CBU Common Stock 5,939 17 Mar 2026 By Taylor Bolus Trust F3
holding CBU Common Stock 5,939 17 Mar 2026 By Paige Bolus Trust F3
holding CBU Common Stock 5,939 17 Mar 2026 By Noah Bolus Trust F3
holding CBU Common Stock 5,939 17 Mar 2026 By Austin Bolus Trust F3

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 +48% $0.000000* 3,758 17 Mar 2026 Common Stock 1,220 Direct F4, F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Includes 2,423.134 shares acquired pursuant to the Community Financial System, Inc. Dividend Reinvestment Plan.
F2 Includes 275.879 shares acquired pursuant to the Community Financial System, Inc. Dividend Reinvestment Plan.
F3 Includes 188.405 shares acquired pursuant to the Community Financial System, Inc. Dividend Reinvestment Plan.
F4 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 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.
F5 Includes 19.1578, 21.1856, and 19.4356 units of phantom stock acquired on July 10, 2025, October 10, 2025, and January 12, 2026 under the LTIP's dividend reinvestment feature.

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