Welcome to our dedicated page for Community Financial System SEC filings (Ticker: CBU), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Community Financial System, Inc. (NYSE: CBU) SEC filings page on Stock Titan brings together the company’s regulatory disclosures from the U.S. Securities and Exchange Commission, with AI-powered tools to help interpret the information. As a diversified financial services company focused on banking, employee benefit services, insurance services and wealth management services, Community Financial System, Inc. uses SEC filings to report material events, financial results, governance changes and capital actions.
Investors can review current reports on Form 8‑K, where the company discloses items such as quarterly and annual results of operations, acquisitions of bank branches, planned mergers involving subsidiaries, minority investments, stock repurchase authorizations, executive succession arrangements and board appointments. These filings often incorporate or reference press releases and investor presentations that provide additional context on strategy and performance.
On this page, users can also access annual reports on Form 10‑K and quarterly reports on Form 10‑Q when available, which typically contain detailed discussions of Community Financial System, Inc.’s business lines, risk factors and financial statements. For a financial services company with banking, employee benefit, insurance and wealth management operations, these periodic reports are central to understanding revenue sources, segment performance and risk management.
Stock Titan enhances these documents with AI-generated summaries that highlight key points, explain complex sections in plain language and help identify notable changes from prior periods. The platform also surfaces insider transaction filings on Form 4, where applicable, so users can track reported purchases and sales of CBU securities by directors and officers. Real-time updates from EDGAR ensure that new filings, including 10‑K, 10‑Q, 8‑K and Form 4 submissions, appear promptly, allowing investors to follow Community Financial System, Inc.’s regulatory disclosure record in one place.
COMMUNITY FINANCIAL SYSTEM, INC. executive Michael N. Abdo, EVP and General Counsel, received new equity compensation. He was granted 1,373 restricted stock units, each representing one share of common stock, and 5,246 stock options with a $56.64 exercise price, all held directly.
The restricted stock units vest in three equal annual installments beginning March 1, 2027. The stock options vest ratably on March 17 of each year from 2027 through 2031 and expire in 2036. Following these awards, Abdo also directly holds 8,010 common shares and indirectly holds 2,812.655 shares through the company’s 401(K) plan.
COMMUNITY FINANCIAL SYSTEM, INC. director Neil E. Fesette received a grant of 1,220 units of phantom stock (deferred stock units) on March 17, 2026 under the company’s long-term incentive plan. Each phantom unit is the economic equivalent of one share of common stock and will be settled in stock at a predetermined future date.
After this grant, Fesette holds 8,224.6013 phantom stock units linked to deferred stock units and 7,783.0750 phantom stock units related to deferred compensation, all tied to common stock. He also directly owns 11,270.349 shares of common stock, including amounts acquired through the company’s dividend reinvestment and dividend equivalent features.
Community Financial System, Inc. President & CEO Dimitar Karaivanov received new equity awards. On March 17, 2026, he was granted 6,277 restricted stock units, each representing a contingent right to receive one share of common stock. These units vest in three equal installments beginning March 1, 2027.
He also received stock options on 23,984 shares of common stock at an exercise price of $56.64 per share, expiring on March 17, 2036. The options vest ratably on March 17 of 2027, 2028, 2029, 2030 and 2031. Following these awards, he holds 23,657 common shares directly and 3,303.5335 shares indirectly through the company’s 401(k) plan.
COMMUNITY FINANCIAL SYSTEM, INC. senior executive Matthew K. Durkee received new equity awards as part of his compensation. On March 17, 2026, he was granted 1,449 restricted stock units, each representing one share of common stock, and a stock option for 5,537 shares at an exercise price of $56.64 per share.
The restricted stock units vest in three equal installments beginning on March 1, 2027, and the option vests in equal annual installments on March 17 of 2027, 2028, 2029, 2030, and 2031, with an expiration date of March 17, 2036. After these awards, Durkee holds 2,858 shares of common stock directly and 9,888.7927 shares indirectly through the company’s 401(k) plan, as reported from a current plan statement.
COMMUNITY FINANCIAL SYSTEM, INC. director John A. Vaccaro reported receiving a grant of deferred stock units under a director deferred compensation plan. The award covers 314.6916 units of phantom stock, each economically equivalent to one share of common stock, at a reference value of $55.61 per unit.
These deferred compensation units will be settled in Community Financial System, Inc. common stock at future dates selected by Vaccaro. Following this compensation-related acquisition, he holds 314.6916 deferred stock units directly, reflecting a routine, non‑market transaction rather than an open‑market purchase or sale.
Sullivan Michele reported acquisition or exercise transactions in this Form 4 filing.
COMMUNITY FINANCIAL SYSTEM, INC. director Michele Sullivan received a grant of 447.3116 units of deferred stock under a director compensation plan. Each unit is economically equivalent to one share of common stock and will be settled in common shares at future dates she selects. Following this award, her deferred stock balance reported in the plan is 3,530.4560 units, reflecting routine compensation rather than an open-market trade.
Durkee Deresa Fischer reported acquisition or exercise transactions in this Form 4 filing.
Community Financial System, Inc. reported that SVP and Chief Accounting Officer Deresa Fischer Durkee received a grant of 1,812 restricted stock units on Community Financial common stock. Each unit represents a right to one share and vests in three equal installments beginning on March 1, 2027.
After this award, the filing shows 5,180.604 common shares held directly, 218 shares held indirectly by a spouse, and 654.8825 shares held indirectly through the company’s 401(k) plan, as reflected in a current plan statement.
COMMUNITY FINANCIAL SYSTEM, INC. director Mark J. Bolus received an award of 1,220 phantom stock (deferred stock) units tied to the company’s common stock. These units, granted under the 2022 Long-Term Incentive Plan, are the economic equivalent of common shares and will be settled in stock at a predetermined date.
After this grant, Bolus holds 3,758.2915 phantom stock units. He also holds 106,250.833 shares of common stock directly, plus additional indirect holdings through trusts, some of which include shares acquired through the company’s dividend reinvestment plan.
Knauss Jeffery J reported acquisition or exercise transactions in this Form 4 filing.
Community Financial System, Inc. director Jeffery J. Knauss received a grant of 1,220 phantom stock deferred stock units on March 17, 2026 under the company’s 2022 Long-Term Incentive Plan. This increased his deferred stock unit balance to 2,474.5514 units, each economically equivalent to one common share and to be settled in stock at a predetermined date. Footnotes note additional small units, including 9.4706, 10.4729, and 9.6079 phantom stock units credited as dividend equivalents on July 10, 2025, October 10, 2025, and January 12, 2026.
MacPherson Kerrie D. reported acquisition or exercise transactions in this Form 4 filing.
Community Bank System director Kerrie D. MacPherson reported a compensation-related award of 1,220 phantom stock (deferred stock) units. These units were granted at no cash cost under the company’s 2022 Long-Term Incentive Plan and are economically equivalent to common shares, settling in stock at a future predetermined date.
Following this grant, MacPherson now holds 7,630.8867 phantom stock units, reflecting her accumulated deferred equity awards, including prior dividend-equivalent credits. This filing reflects routine equity-based director compensation rather than an open-market stock purchase or sale.