| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| holding | CBU | Common Stock | 33.6K | Mar 19, 2024 | Direct | F1 | |||||
| holding | CBU | Common Stock | 4.59K | Mar 19, 2024 | Joint with brother |
| 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 | $0 | +1.4K | +116% | $0.00 | 2.6K | Mar 19, 2024 | Common Stock | 1.4K | Direct | F2, F3 |
| Id | Content |
|---|---|
| F1 | The reporting person's directly owned shares have been reduced by 6.3782 shares to adjust for fractional shares that were reported as acquired by the reporting person but were paid out in cash. The fractional shares were included in previous filings made to report distributions of deferred stock units and deferred compensation. |
| F2 | The reporting person has received deferred stock units under the Community Bank 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 Bank System, Inc. common stock and will be settled in common stock at a predetermined date. |
| F3 | Includes 10.235, 11.527, 12.417, and 10.6404 units of phantom stock acquired on April 10, 2023, July 10, 2023, October 10, 2023, and January 10, 2024, respectively, as dividend equivalents under the Plan. |