๐Ÿ•ต๏ธ Community Financial System, Inc. ($CBU)

SEC insider & ownership activity, last 12 months ยท CIK 723188 ยท every row links its SEC filing

Over the last 12 months insiders sold $1.9M with no open-market buying against it. Mark J. Bolus sold $817K in discretionary trades (Jun). 1 planned sale is pending, the largest $1.1M (Sally Steele). No red-flag 8-Ks in the window.

Aug 2025: net -$88K Sep 2025: net +$0 Oct 2025: net +$0 Nov 2025: net +$0 Dec 2025: net -$203K Jan 2026: net +$0 Mar 2026: net +$0 Mar 2026: net +$0 Apr 2026: net +$0 May 2026: net +$0 Jun 2026: net -$945K Jul 2026: net +$0
Monthly net open-market insider flow, last 12 months (up = net buying)

Insider flow

0 buyers, $0 (0 lots) ยท 6 sellers, $1.9M (7 lots)

InsiderBuysBoughtSellsSoldLast
Mark J. Bolus0โ€“ 1$817KJun 25, 2026
John Whipple0โ€“ 1$277KFeb 4, 2026
Eric Stickels0โ€“ 2$257KJun 8, 2026
Sally Steele0โ€“ 1$256KFeb 3, 2026
Maureen A. Gillan-Myer0โ€“ 1$203KDec 29, 2025
Jeffrey M. Levy0โ€“ 1$88KAug 27, 2025

5%+ holders

HolderStakeClassScheduleEvent
Vanguard Portfolio Management 6.8% 13GApr 29, 2026 filing โ†—
State Street Corporation 6.1% 13GMay 13, 2025 filing โ†—
FMR LLC 5.8% 13GMay 6, 2026 filing โ†—
Abigail P. Johnson 5.8% 13GMay 6, 2026 filing โ†—
Vanguard Capital Management 5.3% 13GApr 29, 2026 filing โ†—

Planned insider sales (Form 144)

SellerPlannedApprox. sale date
Sally Steele$1.1MJul 31, 2026 filing โ†—
Mark J. Bolus$816KJun 25, 2026 filing โ†—
Eric Stickels$127KJun 8, 2026 filing โ†—
John Whipple$279KFeb 4, 2026 filing โ†—
Sally Steele$256KFeb 3, 2026 filing โ†—
Eric Stickels$128KFeb 3, 2026 filing โ†—
Jeffrey M. Levy$89KJan 30, 2026 filing โ†—
Jeffrey M. Levy$88KAug 26, 2025 filing โ†—

Material events (8-K)

ItemEvent date
Earnings (2.02)Jul 28, 2026 filing โ†—
Financial Statements and Exhibits (9.01)Jul 28, 2026 filing โ†—
Other events (8.01)Jun 1, 2026 filing โ†—
Financial Statements and Exhibits (9.01)Jun 1, 2026 filing โ†—
Shareholder vote (5.07)May 20, 2026 filing โ†—
Reg FD disclosure (7.01)May 13, 2026 filing โ†—
Earnings (2.02)Apr 29, 2026 filing โ†—
Financial Statements and Exhibits (9.01)Apr 29, 2026 filing โ†—
Officer/director changes (5.02)Feb 11, 2026 filing โ†—
Financial Statements and Exhibits (9.01)Feb 11, 2026 filing โ†—
Reg FD disclosure (7.01)Feb 11, 2026 filing โ†—
Earnings (2.02)Jan 27, 2026 filing โ†—
Financial Statements and Exhibits (9.01)Jan 27, 2026 filing โ†—
Reg FD disclosure (7.01)Jan 15, 2026 filing โ†—
Other events (8.01)Jan 15, 2026 filing โ†—
Financial Statements and Exhibits (9.01)Jan 15, 2026 filing โ†—
Officer/director changes (5.02)Dec 31, 2025 filing โ†—
Other events (8.01)Dec 31, 2025 filing โ†—
Reg FD disclosure (7.01)Nov 12, 2025 filing โ†—
Other events (8.01)Nov 7, 2025 filing โ†—
Financial Statements and Exhibits (9.01)Nov 7, 2025 filing โ†—
Earnings (2.02)Oct 21, 2025 filing โ†—
Financial Statements and Exhibits (9.01)Oct 21, 2025 filing โ†—
Officer/director changes (5.02)Sep 17, 2025 filing โ†—
Financial Statements and Exhibits (9.01)Sep 17, 2025 filing โ†—
Other events (8.01)Sep 8, 2025 filing โ†—
Financial Statements and Exhibits (9.01)Sep 8, 2025 filing โ†—