Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
holding | CBU | Common Stock | 59.1K | Mar 19, 2024 | Direct | F1, F2 | |||||
holding | CBU | Common Stock | 98.5K | Mar 19, 2024 | By Phyllis Tryniski Family Trust | F3 | |||||
holding | CBU | Common Stock | 27.3K | Mar 19, 2024 | By Mark Tryniski Family Trust | F4 |
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 | $0.00 | 1.4K | Mar 19, 2024 | Common Stock | 1.4K | Direct | F5 |
Id | Content |
---|---|
F1 | On March 6, 2024, the reporting person transferred 29,433 shares of common stock previously beneficially owned through the Community Bank System, Inc. 401(k) Employee Stock Ownership Plan. |
F2 | Includes 234 shares acquired pursuant to the Community Bank System, Inc. Dividend Reinvestment Plan. |
F3 | The reporting person is the trustee and his immediate family members are beneficiaries of the Phyllis Tryniski Family Trust. The reporting person disclaims beneficial ownership of the shares held by the trust, and this report should not be deemed an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
F4 | The reporting person's spouse is the trustee of the Mark Tryniski Family Trust and his immediate family members are beneficiaries. The reporting person disclaims beneficial ownership of the shares held by the trust, and this report should not be deemed an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
F5 | 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. |