Compensation award — excluded from discretionary-purchase analysis.
Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell
View the official recordSEC Form 4 — Statement of Changes in Beneficial OwnershipAll the details
Dates, kept separate
Transaction date
Mar 17, 2026
Reporting period
Not applicable
Filed with the SEC
Mar 18, 2026
DirectorGrant / award
Context
Classification
grant award
Code A — grant or award
Planned / mechanical clue
None found in footnotes
Only flagged when a footnote says so; never inferred
Source receipt
Record ID
0000723188-26-000057
Filed / recorded
Mar 18, 2026, 5:31 PM UTC
Added to OQRO
Oct 6, 2026, 10:14 PM UTC
Parser
form4-xml-v2
Data quality
Verified: identifiers matched exactly
Issuer
COMMUNITY FINANCIAL SYSTEM, INC.
Issuer CIK
723188
Ticker
CBU
Reporting person
Sally A Steele
Relationship
Director
Security
Phantom Stock (Deferred Stock Units)
Table
Derivative (Table II)
Transaction date
Mar 17, 2026
Transaction code
A
Shares / units
1,220
Price per share
$0.00
Acquired / disposed
Acquired (A)
Shares owned after
2,485.3149
Ownership form
Direct
Amendment
No
Footnotes from the filing
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.