Community Financial director buys 476 at $63.5946
COMMUNITY FINANCIAL SYSTEM, INC.
Sentiment and the balance of points
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Form Type
4
Rhea-AI Filing Summary
COMMUNITY FINANCIAL SYSTEM, INC. (CBU) director Brenda M. Hall purchased 476 shares of common stock on August 24, 2026 at a weighted average price of $63.5946 per share in open-market transactions, with prices ranging from $63.1899 to $63.5989. After this purchase, she directly owns 515 common shares. She also holds 1,228.5864 phantom stock (deferred stock) units under the 2022 Long-Term Incentive Plan, economically equivalent to common shares and to be settled in stock later, including 8.5864 units acquired as dividend equivalents on July 10, 2026.
Insider Trade Summary
Net Buyer: 476 shares
Net Buy
2 txns
Insider
Hall Brenda M
Role
Director
Bought
476 shs ($30K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Common Stock F1 | 476 | $63.5946 | $30K |
| holding | Phantom Stock (Deferred Stock Units) F2, F3 | -- | -- | -- |
Holdings After Transaction:
Common Stock — 515 shares (Direct);
Phantom Stock (Deferred Stock Units) — 1,228.5864 contracts (Direct)
Footnotes (3)
- F1. The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $63.1899 to $63.5989, inclusive. The reporting person undertakes to provide Community Financial System, Inc., any security holder of Community Financial System, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.
- F2. The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "LTIP"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Financial System, Inc. common stock and will be settled in common stock at a predetermined date.
- F3. Includes 8.5864 units of phantom stock acquired as dividend equivalents on July 10, 2026 under the Plan.
Key Figures
Shares purchased: 476 shares of common stock
Weighted average purchase price: $63.5946 per share
Purchase price range: $63.1899 to $63.5989 per share
+3 more
6 metrics
Shares purchased
476 shares of common stock
Open-market purchase on August 24, 2026
Weighted average purchase price
$63.5946 per share
476-share purchase on August 24, 2026
Purchase price range
$63.1899 to $63.5989 per share
Multiple trades included in the August 24, 2026 purchase
Direct common shares owned after transaction
515 shares
Post-transaction direct ownership
Phantom stock (deferred stock units)
1,228.5864 units
Direct holdings under 2022 Long-Term Incentive Plan, economically equivalent to common shares
Dividend equivalent phantom units
8.5864 units
Phantom stock units acquired as dividend equivalents on July 10, 2026
Key Terms
Phantom Stock (Deferred Stock Units), weighted average price, dividend equivalents, Long-Term Incentive Plan
4 terms
Phantom Stock (Deferred Stock Units) financial
"The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan"
weighted average price financial
"The price reported in Column 4 is a weighted average price."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
dividend equivalents financial
"Includes 8.5864 units of phantom stock acquired as dividend equivalents on July 10, 2026"
Payments tied to employee or contractor equity awards that mirror the cash dividends paid on the company’s stock; they give the holder the same economic benefit as owning the shares without transferring actual shares—often paid in cash or additional award units when the award becomes payable. Investors care because these payments affect a company’s compensation costs, cash flow and potential share dilution, and they signal how management is being rewarded and aligned with shareholders.
Long-Term Incentive Plan financial
"under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "LTIP")"
A long-term incentive plan is a company program that pays executives or employees with stock, options, or cash tied to multi-year performance goals, where the rewards become theirs only after meeting conditions over time. Think of it as a delayed bonus or retirement-style reward that aligns employees’ interests with shareholders by encouraging them to boost long-term value; investors watch these plans because they affect pay costs, share dilution and management incentives.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did CBU director Brenda M. Hall report on this Form 4?
Brenda M. Hall reported a purchase of 476 shares of CBU common stock on August 24, 2026 in open-market transactions at a weighted average price of $63.5946 per share, with trade prices ranging from $63.1899 to $63.5989.
What phantom stock or deferred stock units in CBU does Brenda M. Hall hold?
Brenda M. Hall holds 1,228.5864 phantom stock (deferred stock) units linked to CBU common stock under the 2022 Long-Term Incentive Plan. Each unit is the economic equivalent of one common share and will be settled in stock at a predetermined date.
How many CBU phantom stock units were credited as dividend equivalents to Brenda M. Hall?
The Form 4 notes that her phantom stock holdings include 8.5864 units of phantom stock acquired as dividend equivalents on July 10, 2026 under the plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
