Key facts
- This page summarizes Brian R. Ace's Form 4 filing for COMMUNITY BANK SYSTEM, INC. (CBU).
- 1 reported transaction and 1 derivative row are listed below.
- Accepted by SEC: 20 Mar 2024, 17:24.
Brian R. Ace - 19 Mar 2024 Form 4 Insider Report for COMMUNITY BANK SYSTEM, INC. (CBU)
- Reporting relationship
- Director
- Issuer ticker
- CBU
- Reported as of
- 19 Mar 2024
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 20 Mar 2024, 17:24:58 UTC
- Prior SEC filing
- 29 Feb 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Danielle M. Cima, pursuant to a Confirming Statement executed by Brian R. Ace
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Brian R. Ace filed Form 4 for COMMUNITY BANK SYSTEM, INC. (CBU) on 20 Mar 2024.
Change
- Previous filing in this sequence was filed on 29 Feb 2024.
- 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
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 72,584
- Date
- 19 Mar 2024
- Ownership
- Direct
CBU
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 161
- Date
- 19 Mar 2024
- Ownership
- By Spouse
- Footnotes
- F1
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
CBU
transaction
Derivative
Phantom Stock (Deferred Stock Units)
Award
- Transaction value
- $0
- Shares
- +1,395
- Change %
- +18%
- Price
- $0.000000
- Shares after
- 9,025
- Date
- 19 Mar 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 1,395
- Exercise price
- Footnotes
- F2, F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote F1
Includes four shares acquired pursuant to the Community Bank System, Inc. Dividend Reinvestment Plan.
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.
Footnote F3
Includes 65.1683, 73.3945, 79.0619, and 67.7495 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.