Whipple John F. 4
4 · COMMUNITY FINANCIAL SYSTEM, INC. · Filed Mar 20, 2025
Insider Transaction Report
Form 4
Whipple John F.
Director
Transactions
- Award
Phantom Stock (Deferred Stock Units)
2025-03-18+1,225→ 5,249.412 totalExercise: $0.00→ Common Stock (1,225 underlying)
Holdings
- 6,902.327
Phantom Stock (Deferred Compensation)
→ Common Stock (6,902.327 underlying)
Footnotes (4)
- [F1]Each unit of phantom stock is the economic equivalent of one share of Community Financial System, Inc. common stock. The units of phantom stock relating to the Deferred Compensation Plan will be settled in Community Financial System, Inc. common stock at future dates selected by the reporting person.
- [F2]Includes 53.6874 units of phantom stock acquired as dividend equivalents on January 10, 2025 under the Deferred Compensation Plan
- [F3]The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan"). 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.
- [F4]Includes 25.8915, 36.6659, 31.555, and 31.3024 units of phantom stock acquired as dividend equivalents on April 10, 2024, July 10, 2024, October 10, 2024, and January 10, 2025, respectively, under the Plan.