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.
Community Financial System, Inc. filings document a diversified financial services company with banking, employee benefit services, insurance services and wealth management services operations. Its Form 8-K reports furnish operating results, Regulation FD investor presentations, director appointments, bank leadership changes and capital actions, including stock repurchase authorization disclosures.
Proxy materials cover annual meeting procedures, shareholder voting matters, board governance, executive compensation and performance discussion across the company's four business lines. The filing record also identifies Community Bank, N.A. and other operating units as recurring subjects in disclosures about business strategy, governance and capital structure for CBU common stock.
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.
COMMUNITY FINANCIAL SYSTEM, INC. executive Matthew K. Durkee, SVP and Chief Banking Officer and President, Commercial Banking, reported a Form 4 transaction involving common stock. On the vesting of a restricted stock award, 399 shares were disposed of at $60.55 per share to cover associated tax liability, rather than through an open-market sale. After this tax-withholding disposition, he held 2,858 shares of common stock directly and 9,743.697 shares indirectly through the company’s 401(k) plan based on a current plan statement.