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.
Hall Brenda M reported acquisition or exercise transactions in this Form 4 filing.
COMMUNITY FINANCIAL SYSTEM, INC. director Brenda M. Hall received a grant of 1,220 phantom stock units, reported as deferred stock units, under the company’s 2022 Long-Term Incentive Plan. These units are the economic equivalent of 1,220 shares of common stock and will be settled in common stock at a predetermined future date. Following this compensation-related award, she holds 1,220 phantom stock units directly.
Community Financial System, Inc. director Eric Stickels converted deferred compensation into common stock. On March 16, 2026, 250 phantom stock units under the company’s long-term incentive plan were settled for 250 shares of common stock, with 0.9119 units settled in cash at $57.42 per share.
After the transaction, Stickels directly held 33,592 shares of common stock and 4,014.5421 phantom stock units. These phantom units, including amounts accrued through dividend reinvestment, each represent the economic value of one share and will be settled in stock at predetermined dates.
COMMUNITY FINANCIAL SYSTEM, INC. director Brenda M. Hall filed an initial ownership report showing beneficial ownership of 39 shares of common stock in a direct account. The filing does not disclose any recent purchases or sales, only the current share position following prior activity.
COMMUNITY FINANCIAL SYSTEM, INC. executive Michael N. Abdo, EVP and General Counsel, reported equity compensation activity involving company common stock. On March 4, 2026, a three-year performance-based restricted stock award granted in 2023 vested at the target level, delivering 1,752 shares plus 196.2353 dividend reinvestment shares.
In connection with this vesting, 707.2353 shares were disposed of at $59.87 per share to cover tax liabilities, a non-open-market, tax-withholding transaction. After these changes, Abdo directly holds 8,010 common shares and indirectly holds 2,731.4068 shares through the company’s 401(K) Plan.
Community Financial System, Inc. executive Maureen A. Gillan-Myer received a performance-based restricted stock award vesting on March 4, 2026. She acquired 2,562.0628 shares of common stock, including 2,304 shares from the 2023 performance award and 258.0628 shares through the dividend reinvestment feature of the 2022 Long-Term Incentive Plan.
To cover taxes on the vesting, 943.0628 shares of common stock were disposed of at a price of $59.87 per share, reducing her directly held balance to 6,647 shares. She also has indirect ownership of 175.835 shares through the company’s 401(k) plan based on a current plan statement.
Community Financial System, Inc. President & CEO Karaivanov Dimitar reported equity compensation activity in company common stock. On March 4, 2026, a three-year performance-based restricted stock award granted in 2023 vested at the target level, resulting in 4,698 shares plus 526.2062 dividend reinvestment shares, totaling 5,224.2062 shares acquired at no stated price. To cover tax obligations from this vesting, 2,825.2062 shares were disposed of at $59.87 per share through a tax-withholding transaction. Following these changes, direct ownership was 23,657 shares, and an additional 3,271.3426 shares were held indirectly through the company’s 401(k) plan based on a current plan statement.
Community Financial System, Inc. executive Maureen A. Gillan-Myer had 522 shares of common stock withheld at $60.55 per share to pay taxes tied to vesting restricted stock awards. After this tax-withholding disposition, she directly holds 5,028 shares and indirectly holds 175.835 shares through the company’s 401(k) plan.
COMMUNITY FINANCIAL SYSTEM, INC. executive Maureen A. Gillan-Myer, EVP and Chief Administrative & HR Officer, reported an indirect sale of 3,450.3591 shares of common stock on December 29, 2025 at an average price of $58.85 per share through a 401(k) plan.
After this activity, she reported 5,550 shares of common stock held in a direct ownership capacity, according to the Form 4 footnote and holding line.
Community Financial System, Inc. senior vice president and chief accounting officer Deresa Fischer reported a tax-withholding disposition of 357 shares of common stock at $60.55 per share tied to vesting of a restricted stock award. After this transaction, she directly holds 5,180.604 shares, with additional indirect holdings through a 401(k) plan and her spouse.
Community Financial System, Inc. executive files tax‑related share disposition
EVP and General Counsel Michael N. Abdo reported a tax-withholding disposition of 485 shares of Community Financial System common stock at $60.55 per share in connection with the vesting of restricted stock awards. After this, he directly holds 6,769 shares and indirectly holds 2,731.4068 shares through the company’s 401(k) plan, based on a current plan statement.