Holder evidence
50
SEC ownership of COMMUNITY FINANCIAL SYSTEM, INC.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000723188.
Lead holder
VANGUARD PORTFOLIO MANAGEMENT LLC
13D/G signal
VANGUARD PORTFOLIO MANAGEMENT LLC
Latest evidence
31 Mar 2026
- CIK
- 0000723188
- Symbol
- CBU on NYSE
- Location
- Syracuse, NY
- SEC evidence mix
- 13D/G and 13F
- Lead holder
- VANGUARD PORTFOLIO MANAGEMENT LLC
- Latest large-stake holder
- VANGUARD PORTFOLIO MANAGEMENT LLC
- Latest evidence date
- 31 Mar 2026
Issuer identity
Ownership snapshot
Ownership snapshot
Top shareholders of COMMUNITY FINANCIAL SYSTEM, INC. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
VANGUARD PORTFOLIO MANAGE...
13D/G signal
VANGUARD PORTFOLIO MANAGE...
Evidence rows
50
Latest as of
31 Mar 2026
13D/G
13F
Lead comparable stake: 6.8%
13D/G row: VANGUARD PORTFOLIO MANAGEMENT LLC
Showing 1-8 of 50 holder rows.
Rank 1 holder
VANGUARD PORTFOLIO MANAGEMENT LLC
13D/G
13F
- Ownership
- 6.8%
- Position
- $208.32M
Rank 2 holder
STATE STREET CORP
13F
13D/G
- Ownership
- 6.1%
- Position
- $186.2M
Rank 3 holder
FMR LLC
13D/G
13F
- Ownership
- 5.8%
- Position
- $179.74M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
6.8%
|
$208,317,997
3,551,884 shares
|
$0 | 31 Mar 2026 |
| STATE STREET CORP |
13F
13D/G
Company · STATE STREET CORPORATION
|
6.1%
from 13D/G
|
$186,198,447
3,150,340 shares
|
— | 31 Mar 2026 |
| FMR LLC |
13D/G
13F
Company
|
5.8%
|
$179,736,254
3,026,372 shares
|
$0 | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
5.3%
|
$162,660,262
2,773,406 shares
|
$0 | 31 Mar 2026 |
| BlackRock, Inc. |
13F
Company
|
14%
|
$440,685,672
7,513,822 shares
|
— | 31 Mar 2026 |
| Neuberger Berman Group LLC |
13F
Company
|
7.1%
|
$217,909,677
3,715,425 shares
|
— | 31 Mar 2026 |
| MORGAN STANLEY |
13F
Company
|
3.6%
|
$109,152,866
1,861,086 shares
|
— | 31 Mar 2026 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
3.5%
|
$106,646,641
1,818,395 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$954,110.
Buys
$0
Insiders: 0
Sells
$954,110
Insiders: 5
Net
-$954,110
Shares: -15,136
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 15,136
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 13,696 | $0 | $865,730 | -$865,730 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 1,440 | $0 | $88,380 | -$88,380 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 28 reporting-owner rows connected to COMMUNITY FINANCIAL SYSTEM, INC.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
28
Lead holder
Mark J. Bolus
Net 12M change
-$954,110
Latest report
04 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Mark J. Bolus | Director | $8,945,147 | Mixed | 17 Mar 2026 | ||
| Mark E. Tryniski | Director | $8,129,071 | Mixed | 19 Mar 2024 | ||
| John Parente | Director | $6,098,205 | Mixed | 29 Apr 2026 | ||
| Brian R. Ace | Director | $3,569,281 | Mixed | 19 Mar 2024 | ||
| Raymond C. Pecor III | Director | $2,917,476 | Mixed | 29 Apr 2026 | ||
| Sally A. Steele | Director | $2,765,084 | -$256,480 | -8.5% | Mixed | 29 Apr 2026 |
| George J. Getman | Executive VP & General Counsel | $2,470,577 | Mixed | 15 Mar 2022 | ||
| Eric Stickels | Director | $2,400,725 | -$129,492 | -5.1% | Mixed | 17 Mar 2026 |
| Jeffrey L. Davis | Director | $1,759,212 | Mixed | 22 Jun 2023 | ||
| Dimitar Karaivanov | President & CEO, Director | $1,715,228 | Mixed | 17 Mar 2026 | ||
| Joseph E. Sutaris | EVP & Chief Financial Officer | $1,702,952 | Mixed | 18 Mar 2025 | ||
| Neil E. Fesette | Director | $1,618,079 | Mixed | 17 Mar 2026 | ||
| John F. Whipple | Director | $1,309,185 | -$276,704 | -17% | Mixed | 17 Mar 2026 |
| Matthew K. Durkee | SVP, Chief Banking Officer, President, Commercial Banking | $810,949 | Mixed | 17 Mar 2026 | ||
| Joseph F. Serbun | President, Retail Banking | $787,474 | Mixed | 02 Oct 2022 | ||
| Jeffrey M. Levy | SVP & Chief Banking Officer | $737,536 | -$88,380 | -11% | Mixed | 27 Aug 2025 |
| Michael N. Abdo | EVP and General Counsel | $688,537 | Mixed | 17 Mar 2026 | ||
| A. Gillan Myer | EVP, Chief Admin & HR Officer | $438,844 | -$203,054 | -32% | Mixed | 17 Mar 2026 |
| Kerrie D. MacPherson | Director | $393,365 | Mixed | 17 Mar 2026 | ||
| Deresa Fischer Durkee | SVP, Chief Accounting Officer | $385,122 | Mixed | 17 Mar 2026 |
Recent insider transactions for COMMUNITY FINANCIAL SYSTEM, INC.
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Reported value | Reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Marya Burgio Wlos | CBU | Common Stock | Tax liability | -12% | -273 | 1,993 | 04 May 2026 | Direct | ||
| Sally A. Steele | CBU | Common Stock | Options Exercise | 0.02% | 9 | 41,227 | 29 Apr 2026 | Direct | ||
| Sally A. Steele | CBU | Phantom Stock (Deferred Stock Units) | Options Exercise | -0.73% | -9 | 1,231 | 29 Apr 2026 | Direct | ||
| Raymond C. Pecor III | CBU | Common Stock | Options Exercise | 0.08% | 9 | 11,448 | 29 Apr 2026 | Direct | ||
| Raymond C. Pecor III | CBU | Phantom Stock (Deferred Stock Units) | Options Exercise | -0.13% | -9 | 7,181 | 29 Apr 2026 | Direct | ||
| John Parente | CBU | Common Stock | Options Exercise | 0.01% | 9 | 72,654 | 29 Apr 2026 | Direct | ||
| John Parente | CBU | Phantom Stock (Deferred Stock Units) | Options Exercise | -0.73% | -9 | 1,220 | 29 Apr 2026 | Direct | ||
| Jeffery J. Knauss | CBU | Common Stock | Options Exercise | 0.19% | 9 | 4,829 | 29 Apr 2026 | Direct | ||
| Jeffery J. Knauss | CBU | Phantom Stock (Deferred Stock Units) | Options Exercise | -0.73% | -9 | 1,220 | 29 Apr 2026 | Direct | ||
| John Parente | CBU | Common Stock | Options Exercise | 1.76% | 1,254 | 72,645 | 19 Mar 2026 | Direct | ||
| John Parente | CBU | Phantom Stock (Deferred Stock Units) | Options Exercise | -50.7% | -1,254 | 1,220 | 19 Mar 2026 | Direct | ||
| Raymond C. Pecor III | CBU | Common Stock | Options Exercise | 12.3% | 1,254 | 11,439 | 19 Mar 2026 | Direct | ||
| Raymond C. Pecor III | CBU | Phantom Stock (Deferred Stock Units) | Options Exercise | -15% | -1,254 | 7,136 | 19 Mar 2026 | Direct | ||
| Sally A. Steele | CBU | Common Stock | Options Exercise | 3.14% | 1,254 | 41,218 | 19 Mar 2026 | Direct | ||
| Sally A. Steele | CBU | Phantom Stock (Deferred Stock Units) | Options Exercise | -50.5% | -1,254 | 1,231 | 19 Mar 2026 | Direct | ||
| Jeffery J. Knauss | CBU | Common Stock | Options Exercise | 35.2% | 1,254 | 4,820 | 19 Mar 2026 | Direct | ||
| Jeffery J. Knauss | CBU | Phantom Stock (Deferred Stock Units) | Options Exercise | -50.7% | -1,254 | 1,220 | 19 Mar 2026 | Direct | ||
| John A. Vaccaro | CBU | Deferred Stock (Deferred Compensation) | Award | 315 | 315 | 19 Mar 2026 | Direct | |||
| Michele Sullivan | CBU | Deferred Stock (Deferred Compensation) | Award | 14.5% | 447 | 3,530 | 19 Mar 2026 | Direct | ||
| Raymond C. Pecor III | CBU | Phantom Stock (Deferred Stock Units) | Award | 17% | 1,220 | 8,391 | 17 Mar 2026 | Direct | ||
| Marya Burgio Wlos | CBU | Stock Option | Award | 6,004 | 6,004 | 17 Mar 2026 | Direct | |||
| Marya Burgio Wlos | CBU | Restricted Stock Units | Award | 1,571 | 1,571 | 17 Mar 2026 | Direct | |||
| A. Gillan Myer | CBU | Stock Option | Award | 4,871 | 4,871 | 17 Mar 2026 | Direct | |||
| A. Gillan Myer | CBU | Restricted Stock Units | Award | 1,275 | 1,275 | 17 Mar 2026 | Direct | |||
| Michael N. Abdo | CBU | Stock Option | Award | 5,246 | 5,246 | 17 Mar 2026 | Direct | |||
| Michael N. Abdo | CBU | Restricted Stock Units | Award | 1,373 | 1,373 | 17 Mar 2026 | Direct | |||
| Neil E. Fesette | CBU | Phantom Stock (Deferred Stock Units) | Award | 17.4% | 1,220 | 8,225 | 17 Mar 2026 | Direct | ||
| Dimitar Karaivanov | CBU | Stock Option | Award | 23,984 | 23,984 | 17 Mar 2026 | Direct | |||
| Dimitar Karaivanov | CBU | Restricted Stock Units | Award | 6,277 | 6,277 | 17 Mar 2026 | Direct | |||
| Matthew K. Durkee | CBU | Stock Option | Award | 5,537 | 5,537 | 17 Mar 2026 | Direct | |||
| Matthew K. Durkee | CBU | Restricted Stock Units | Award | 1,449 | 1,449 | 17 Mar 2026 | Direct | |||
| Deresa Fischer Durkee | CBU | Restricted Stock Units | Award | 1,812 | 1,812 | 17 Mar 2026 | Direct | |||
| Mark J. Bolus | CBU | Phantom Stock (Deferred Stock Units) | Award | 48.1% | 1,220 | 3,758 | 17 Mar 2026 | Direct | ||
| Jeffery J. Knauss | CBU | Phantom Stock (Deferred Stock Units) | Award | 97.2% | 1,220 | 2,475 | 17 Mar 2026 | Direct | ||
| Kerrie D. MacPherson | CBU | Phantom Stock (Deferred Stock Units) | Award | 19% | 1,220 | 7,631 | 17 Mar 2026 | Direct | ||
| John Parente | CBU | Phantom Stock (Deferred Stock Units) | Award | 97.2% | 1,220 | 2,475 | 17 Mar 2026 | Direct | ||
| Savneet Singh | CBU | Phantom Stock (Deferred Stock Units) | Award | 97.2% | 1,220 | 2,475 | 17 Mar 2026 | Direct | ||
| Sally A. Steele | CBU | Phantom Stock (Deferred Stock Units) | Award | 96.4% | 1,220 | 2,485 | 17 Mar 2026 | Direct | ||
| John F. Whipple | CBU | Phantom Stock (Deferred Stock Units) | Award | 22.5% | 1,220 | 6,633 | 17 Mar 2026 | Direct | ||
| John A. Vaccaro | CBU | Phantom Stock (Deferred Stock Units) | Award | 1,220 | 1,220 | 17 Mar 2026 | Direct | |||
| Michele Sullivan | CBU | Phantom Stock (Deferred Stock Units) | Award | 44.6% | 1,220 | 3,953 | 17 Mar 2026 | Direct | ||
| Eric Stickels | CBU | Phantom Stock (Deferred Stock Units) | Award | 30.4% | 1,220 | 5,235 | 17 Mar 2026 | Direct | ||
| Brenda M. Hall | CBU | Phantom Stock (Deferred Stock Units) | Award | 1,220 | 1,220 | 17 Mar 2026 | Direct | |||
| Eric Stickels | CBU | Common Stock | Options Exercise | 0.75% | 250 | 33,592 | 16 Mar 2026 | Direct | ||
| Eric Stickels | CBU | Phantom Stock (Deferred Stock Units) | Options Exercise | -5.86% | -250 | 4,015 | 16 Mar 2026 | Direct | ||
| Michael N. Abdo | CBU | Common Stock | Tax liability | -8.11% | -707 | 8,010 | 04 Mar 2026 | Direct | ||
| Michael N. Abdo | CBU | Common Stock | Award | 28.8% | 1,948 | 8,717 | 04 Mar 2026 | Direct | ||
| A. Gillan Myer | CBU | Common Stock | Tax liability | -12.4% | -943 | 6,647 | 04 Mar 2026 | Direct | ||
| A. Gillan Myer | CBU | Common Stock | Award | 51% | 2,562 | 7,590 | 04 Mar 2026 | Direct | ||
| Dimitar Karaivanov | CBU | Common Stock | Tax liability | -10.7% | -2,825 | 23,657 | 04 Mar 2026 | Direct |
* indicates a reported price that failed the local validity check.