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Ace Brian R's Form 4 filing

Community Financial System, Inc. (CBU) · filed Mar 3, 2023

Accession no.
0001127602-23-008666
Filed
Mar 3, 2023
Trade date
Dec 22, 2022-Mar 1, 2023
Filing delay
71 daysLate
Rule 10b5-1 plan
Not on the form (before 2023)

This filing lists 3 non-derivative transactions and 1 derivative transaction. Open-market sales total $251.1K. It was filed 71 days after the trade, past the 2-business-day deadline.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Ace Brian RCIK 0001264817Director

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Dec 22, 2022Common StockGGiftDisposed−8,332$0.00$059,737Direct
Mar 1, 2023Common StockMOption exerciseAcquired+4,148$29.79+$123,568.9267,158.6Direct
Mar 1, 2023Common StockSSaleDisposed−4,148$60.54−$251,119.9263,010.6Direct

Derivative securities (Table II)

Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
Mar 1, 2023Common StockMOption exerciseDisposed−4,148$0.00$0483Direct

Footnotes

Livermore does not store Form 4 footnotes. For price ranges, how indirect holdings are held and trading plan details, read the original on SEC EDGAR.

Read the original on SEC EDGAR (opens in a new tab)