Key facts
- This page summarizes Jeffrey L. Davis's Form 4 filing for COMMUNITY BANK SYSTEM, INC. (CBU).
- 4 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 20 Jun 2023, 15:21.
Jeffrey L. Davis - 15 Jun 2023 Form 4 Insider Report for COMMUNITY BANK SYSTEM, INC. (CBU)
- Reporting relationship
- Director
- Issuer ticker
- CBU
- Reported as of
- 15 Jun 2023
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 20 Jun 2023, 15:21:01 UTC
- Prior SEC filing
- 17 Mar 2023
- Next SEC filing
- 22 Jun 2023
- Source filing
- View source filing
- Reporting owner signature
- /s/ Danielle M. Cima, pursuant to a Confirming Statement executed by Jeffrey L. Davis
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Jeffrey L. Davis filed Form 4 for COMMUNITY BANK SYSTEM, INC. (CBU) on 20 Jun 2023.
Change
- Previous filing in this sequence was filed on 17 Mar 2023.
- Current net transaction value: $0.
Research use
- 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.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
CBU
transaction
Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +1,217
- Change %
- +5.7%
- Price
- $0.000000
- Shares after
- 22,733
- Date
- 15 Jun 2023
- Ownership
- Direct
CBU
transaction
Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +695
- Change %
- +3.1%
- Price
- $0.000000
- Shares after
- 23,429
- Date
- 15 Jun 2023
- Ownership
- Direct
CBU
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 858
- Date
- 15 Jun 2023
- Ownership
- By Spouse
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
CBU
transaction
Derivative
Phantom Stock (Deferred Compensation)
Options Exercise
- Transaction value
- $0
- Shares
- -1,217
- Change %
- -19%
- Price
- $0.000000
- Shares after
- 5,304
- Date
- 15 Jun 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 1,217
- Exercise price
- Footnotes
- F1
CBU
transaction
Derivative
Phantom Stock (Deferred Stock Units)
Options Exercise
- Transaction value
- $0
- Shares
- -695
- Change %
- -15%
- Price
- $0.000000
- Shares after
- 3,971
- Date
- 15 Jun 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 695
- Exercise price
- Footnotes
- F2
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
Each unit of phantom stock is the economic equivalent of one share of Community Bank System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Bank System, Inc. common stock at future dates selected by the reporting person.
Footnote 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.