Insider · CIK 0001220435

DAVIS JEFFREY L

Reports to the SEC for 2 companies · SOUTH BURLINGTON, VT

sec.gov

Transactions

Companies

Filings

CIK

0001220435

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2023-06-22	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)A Award	Director	AAward	+216.395 sh	$49.10	+$10.6K	5,520.648
2023-06-15	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+1,217.431 sh	—	—	22,733.431
2023-06-15	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+695.451 sh	—	—	23,428.881
2023-06-15	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)M Exercise/Conversion	Director	MExercise/Conversion	−695.451 sh	—	—	3,971.135
2023-06-15	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)M Exercise/Conversion	Director	MExercise/Conversion	−1,217.431 sh	—	—	5,304.253
2023-03-16	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)A Award	Director	AAward	+393.737 sh	$53.97	+$21.3K	6,521.683
2023-03-14	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)A Award	Director	AAward	+1,154 sh	—	—	4,666.586
2023-01-03	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+7,521 sh	—	—	21,516
2023-01-03	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation under Merchants plan)M Exercise/Conversion	Director	MExercise/Conversion	−7,521 sh	—	—	50,488.225
2022-12-15	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)A Award	Director	AAward	+355.53 sh	$59.77	+$21.2K	5,983.43
2022-09-22	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)A Award	Director	AAward	+309.454 sh	$64.63	+$20K	5,627.901
2022-06-16	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)A Award	Director	AAward	+319.285 sh	$62.64	+$20K	5,318.447
2022-03-17	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)A Award	Director	AAward	+275.255 sh	$72.66	+$20K	4,999.162
2022-03-15	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)A Award	Director	AAward	+644 sh	—	—	3,419.08
2021-12-16	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)A Award	Director	AAward	+261.251 sh	$71.77	+$18.7K	4,699.401
2021-09-16	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)A Award	Director	AAward	+280.311 sh	$66.89	+$18.8K	4,371.998
2021-06-17	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)A Award	Director	AAward	+231.253 sh	$81.08	+$18.8K	4,091.687
2021-03-18	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)A Award	Director	AAward	+237.854 sh	$78.83	+$18.7K	3,860.434
2021-03-16	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)A Award	Director	AAward	+569 sh	—	—	2,705.263
2020-12-17	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)A Award	Director	AAward	+306.185 sh	$65.32	+$20K	3,547.893
2020-10-28	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)A Award	Director	AAward	+172 sh	—	—	2,062.985
2020-09-17	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)A Award	Director	AAward	+344.709 sh	$58.02	+$20K	3,241.708
2020-06-18	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)A Award	Director	AAward	+352.547 sh	$56.73	+$20K	2,896.999
2020-03-19	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)A Award	Director	AAward	+331.675 sh	$60.30	+$20K	2,544.452
2020-03-17	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)A Award	Director	AAward	+667 sh	—	—	1,890.985
2019-12-19	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)A Award	Director	AAward	+265.882 sh	$70.52	+$18.7K	2,202.551
2019-09-19	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)A Award	Director	AAward	+252.368 sh	$64.39	+$16.3K	1,910.33
2019-06-20	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)A Award	Director	AAward	+254.264 sh	$63.91	+$16.2K	1,657.962
2019-03-21	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)A Award	Director	AAward	+273.523 sh	$59.41	+$16.3K	1,403.698
2019-03-20	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)A Award	Director	AAward	+576 sh	—	—	1,198.001
2018-12-20	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)A Award	Director	AAward	+292.004 sh	$55.65	+$16.3K	1,119.832
2018-09-20	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)A Award	Director	AAward	+255.906 sh	$63.50	+$16.2K	827.829
2018-06-28	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)A Award	Director	AAward	+272.88 sh	$59.55	+$16.2K	571.923
2018-03-22	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)A Award	Director	AAward	+299.043 sh	$54.34	+$16.3K	299.043
2018-03-20	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)A Award	Director	AAward	+611 sh	—	—	611
2017-12-22	CBUCOMMUNITY FINANCIAL SYSTEM, INC.S Sale	Director	SSale	−405 sh	$54.72	−$22.2K	0
2017-05-12	MERCHANTS BANCSHARES INCD Disposition to Issuer	Director	DDisposition to Issuer	−724 sh	—	—	0
2017-05-12	MERCHANTS BANCSHARES INCD Disposition to Issuer	Director	DDisposition to Issuer	−6,912 sh	—	—	0
2017-05-12	MERCHANTS BANCSHARES INCD Disposition to Issuer	Director	DDisposition to Issuer	−595 sh	—	—	0
2017-05-12	MERCHANTS BANCSHARES INCD Disposition to Issuer	Director	DDisposition to Issuer	−1,260 sh	—	—	0
2017-05-12	MERCHANTS BANCSHARES INCD Disposition to Issuer	Director	DDisposition to Issuer	−77.7K sh	—	—	0
2017-05-04	MERCHANTS BANCSHARES INCA Award	Director	AAward	+127 sh	$51.05	+$6,483.35	77,726
2017-04-03	MERCHANTS BANCSHARES INCA Award	Director	AAward	+326 sh	$48.20	+$15.7K	77,599
2017-01-20	MERCHANTS BANCSHARES INCA Award	Director	AAward	+348 sh	$52.35	+$18.2K	76,923
2016-10-24	MERCHANTS BANCSHARES INCA Award	Director	AAward	+487 sh	$32.56	+$15.9K	76,575
2016-07-20	MERCHANTS BANCSHARES INCA Award	Director	AAward	+510 sh	$32.16	+$16.4K	76,088
2016-04-14	MERCHANTS BANCSHARES INCA Award	Director	AAward	+544 sh	$29.52	+$16.1K	75,578
2016-01-19	MERCHANTS BANCSHARES INCA Award	Director	AAward	+246 sh	$29.11	+$7,161.06	31,346.799
2016-01-19	MERCHANTS BANCSHARES INCA Award	Director	AAward	+207 sh	$29.11	+$6,025.77	31,553.799
2015-10-23	MERCHANTS BANCSHARES INCA Award	Director	AAward	+203 sh	$29.72	+$6,033.16	31,100.799

Recent filings

Accepted (ET)
Jun 224
DAVIS JEFFREY L0001127602-23-019225
SEC(opens sec.gov)
Jun 204
DAVIS JEFFREY L0001127602-23-018958
SEC(opens sec.gov)
Mar 174
DAVIS JEFFREY L0001127602-23-010505
SEC(opens sec.gov)
Mar 154
DAVIS JEFFREY L0001127602-23-010289
SEC(opens sec.gov)
Jan 54
DAVIS JEFFREY L0001127602-23-000774
SEC(opens sec.gov)
Dec 194
DAVIS JEFFREY L0001127602-22-027799
SEC(opens sec.gov)
Sep 234
DAVIS JEFFREY L0001127602-22-022875
SEC(opens sec.gov)
Jun 174
DAVIS JEFFREY L0001127602-22-017747
SEC(opens sec.gov)
Mar 184
DAVIS JEFFREY L0001127602-22-009950
SEC(opens sec.gov)
Mar 174
DAVIS JEFFREY L0001127602-22-009757
SEC(opens sec.gov)
Dec 174
DAVIS JEFFREY L0001127602-21-031323
SEC(opens sec.gov)
Sep 174
DAVIS JEFFREY L0001127602-21-025449
SEC(opens sec.gov)
Jun 214
DAVIS JEFFREY L0001127602-21-020326
SEC(opens sec.gov)
Mar 224
DAVIS JEFFREY L0001127602-21-011686
SEC(opens sec.gov)
Mar 174
DAVIS JEFFREY L0001127602-21-011254
SEC(opens sec.gov)
Dec 184
DAVIS JEFFREY L0001127602-20-031958
SEC(opens sec.gov)

Companies

Address

275 KENNEDY DRIVE

SOUTH BURLINGTON, VT, 05403