Jeffrey M. Levy - 27 Aug 2025 Form 4 Insider Report for COMMUNITY FINANCIAL SYSTEM, INC. (CBU)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
28 Aug 2025, 11:27:12 UTC
Prior SEC filing
19 Mar 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Danielle M. Cima, pursuant to a Confirming Statement executed by Jeffrey M. Levy

Key filing fact

Jeffrey M. Levy filed Form 4 for COMMUNITY FINANCIAL SYSTEM, INC. (CBU) on 28 Aug 2025.

Key facts

  • This page summarizes Jeffrey M. Levy's Form 4 filing for COMMUNITY FINANCIAL SYSTEM, INC. (CBU).
  • 1 reported transaction and 0 derivative rows are listed below.
  • Accepted by SEC: 28 Aug 2025, 11:27.

Change

  • Previous filing in this sequence was filed on 19 Mar 2025.
  • Current net transaction value: -$88,380.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001384972 Primary reporting owner

LEVY JEFFREY M

Relationship
SVP & Chief Banking Officer
Address
C/O COMMUNITY FINANCIAL SYSTEM, INC., 5790 WIDEWATERS PARKWAY, DEWITT
Signature
/s/ Danielle M. Cima, pursuant to a Confirming Statement executed by Jeffrey M. Levy
Signature date
28 Aug 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

CBU transaction

Common Stock

Sale

Transaction value
$88,380
Shares
-1,440
Change %
-18%
Price
$61.38
Shares after
6,657
Date
27 Aug 2025
Ownership
Direct
CBU holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
6,060
Date
27 Aug 2025
Ownership
By 401(k) Plan
Footnotes
F1
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

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.

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