Sally A. Steele - 19 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 Sally A. Steele
Issuer symbol
CBU
Transactions as of
19 Mar 2026
Net transactions value
$0
Form type
4
Filing time
23 Mar 2026, 11:06:54 UTC
Previous filing
18 Mar 2026
SEC
View on sec.gov

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Quoteable Key Fact

"Sally A. Steele filed Form 4 for COMMUNITY FINANCIAL SYSTEM, INC. (CBU) on 23 Mar 2026."

Quick Takeaways

  • This page summarizes Sally A. Steele's Form 4 filing for COMMUNITY FINANCIAL SYSTEM, INC. (CBU).
  • 2 reported transactions and 1 derivative row are listed below.
  • Filing timestamp: 23 Mar 2026, 11:06.

What Changed

  • Previous filing in this sequence was filed on 18 Mar 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
STEELE SALLY A Director C/O COMMUNITY FINANCIAL SYSTEM, INC., 333 BUTTERNUT DRIVE, SYRACUSE /s/ Danielle M. Cima, pursuant to a Confirming Statement executed by Sally A. Steele 20 Mar 2026 0001264816

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction CBU Common Stock Options Exercise +1,254 +3.1% 41,218 19 Mar 2026 Direct F1
holding CBU Common Stock 4,585 19 Mar 2026 Joint with brother

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) Options Exercise -1,254 -50% 1,231 19 Mar 2026 Common Stock 1,254 Direct F1, F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 On March 19, 2026, the reporting person's phantom stock units were settled for 1,254 shares of Community Financial System, Inc. common stock, and .5514 shares were settled in cash at the price of $55.61 per share.
F2 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.

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