๐ต๏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.
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)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Mark J. Bolus | 0 | โ | 1 | $817K | Jun 25, 2026 |
| John Whipple | 0 | โ | 1 | $277K | Feb 4, 2026 |
| Eric Stickels | 0 | โ | 2 | $257K | Jun 8, 2026 |
| Sally Steele | 0 | โ | 1 | $256K | Feb 3, 2026 |
| Maureen A. Gillan-Myer | 0 | โ | 1 | $203K | Dec 29, 2025 |
| Jeffrey M. Levy | 0 | โ | 1 | $88K | Aug 27, 2025 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| Vanguard Portfolio Management | 6.8% | 13G | Apr 29, 2026 | filing โ | |
| State Street Corporation | 6.1% | 13G | May 13, 2025 | filing โ | |
| FMR LLC | 5.8% | 13G | May 6, 2026 | filing โ | |
| Abigail P. Johnson | 5.8% | 13G | May 6, 2026 | filing โ | |
| Vanguard Capital Management | 5.3% | 13G | Apr 29, 2026 | filing โ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| Sally Steele | $1.1M | Jul 31, 2026 | filing โ |
| Mark J. Bolus | $816K | Jun 25, 2026 | filing โ |
| Eric Stickels | $127K | Jun 8, 2026 | filing โ |
| John Whipple | $279K | Feb 4, 2026 | filing โ |
| Sally Steele | $256K | Feb 3, 2026 | filing โ |
| Eric Stickels | $128K | Feb 3, 2026 | filing โ |
| Jeffrey M. Levy | $89K | Jan 30, 2026 | filing โ |
| Jeffrey M. Levy | $88K | Aug 26, 2025 | filing โ |
Material events (8-K)
| Item | Event 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 |