Derivative exercise or conversion — not an open-market buy.
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
Apr 29, 2026
Reporting period
Not applicable
Filed with the SEC
May 1, 2026
DirectorOption exercise
Context
Classification
option exercise
Code M — exercise or conversion of a derivative security
Planned / mechanical clue
None found in footnotes
Only flagged when a footnote says so; never inferred
Source receipt
Record ID
0000723188-26-000091
Filed / recorded
May 1, 2026, 8:29 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
Common Stock
Table
Non-derivative (Table I)
Transaction date
Apr 29, 2026
Transaction code
M
Shares / units
9
Acquired / disposed
Acquired (A)
Shares owned after
41,227
Ownership form
Direct
Amendment
No
Footnotes from the filing
On April 29, 2026, the reporting person's phantom stock units were settled for 9 shares of Community Financial System, Inc. common stock, and .4418 shares were settled in cash at the price of $63.17 per share.