Key facts
- This page summarizes Jeffrey M. Levy's Form 4/A - Amendment filing for COMMUNITY FINANCIAL SYSTEM, INC. (CBU).
- 2 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 19 Mar 2025, 18:05.
Jeffrey M. Levy - 18 Mar 2025 Form 4/A - Amendment Insider Report for COMMUNITY FINANCIAL SYSTEM, INC. (CBU)
- Reporting relationship
- SVP & Chief Banking Officer
- Issuer ticker
- CBU
- Reported as of
- 18 Mar 2025
- Net transaction value
- $0
- SEC form
- 4/A - Amendment
- Accepted by SEC
- 19 Mar 2025, 18:05:15 UTC
- Original report date
- 19 Mar 2025
- Prior SEC filing
- 13 Mar 2025
- Next SEC filing
- 28 Aug 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Danielle M. Cima, pursuant to a Confirming Statement executed by Jeffrey M. Levy
Source evidence
Original filing metadata and source links for verification.
6 source fields
Reporting owner
1 detail
Key filing fact
Jeffrey M. Levy filed Form 4/A - Amendment for COMMUNITY FINANCIAL SYSTEM, INC. (CBU) on 19 Mar 2025.
Change
- Previous filing in this sequence was filed on 13 Mar 2025.
- 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/A - Amendment disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
CBU
transaction
Common Stock
Award
- Transaction value
- $0
- Shares
- +1,413
- Change %
- +21%
- Price
- $0.000000
- Shares after
- 8,097
- Date
- 18 Mar 2025
- Ownership
- Direct
- Footnotes
- F1
CBU
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 5,606
- Date
- 18 Mar 2025
- Ownership
- By 401(k) Plan
- Footnotes
- F2
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
CBU
transaction
Derivative
Stock Option
Award
- Transaction value
- $0
- Shares
- +5,217
- Change %
- Price
- $0.000000
- Shares after
- 5,217
- Date
- 18 Mar 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 5,217
- Exercise price
- $58.10
- Footnotes
- F3, F4
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 4 footnotes
Footnote F1
This amendment is filed to correct the number of shares of restricted stock acquired. The correct number is 1,413 shares.
Footnote F2
The number of shares reported herein acquired pursuant to Community Financial System, Inc.'s 401(k) Plan and are based on a current plan statement.
Footnote F3
This amendment is filed to correct the number of stock options acquired. The correct number is 5,217 shares.
Footnote F4
The option vests ratably on March 18, 2026, 2027, 2028, 2029, and 2030.