Insider · CIK 0001264817

ACE BRIAN R

Reports to the SEC for 1 company · LACEYVILLE, PA

sec.gov

Transactions

Companies

Filings

CIK

0001264817

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2024-03-19	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)A Award	Director	AAward	+1,395 sh	—	—	9,025.095
2024-02-29	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+3,631 sh	$37.77	+$137K	72,584.366
2024-02-29	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Stock OptionM Exercise/Conversion	Director	MExercise/Conversion	−3,631 sh	—	—	0
2024-01-02	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)M Exercise/Conversion	Director	MExercise/Conversion	−3,501.407 sh	—	—	0
2024-01-02	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+3,501.407 sh	—	—	68,922.01
2023-09-22	CBUCOMMUNITY FINANCIAL SYSTEM, INC.P Purchase	Director	PPurchase	+2,410 sh	$41.37	+$99.7K	65,420.603
2023-03-14	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)A Award	Director	AAward	+1,154 sh	—	—	7,344.721
2023-03-13	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+483 sh	$29.79	+$14.4K	63,493.603
2023-03-13	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Stock OptionM Exercise/Conversion	Director	MExercise/Conversion	−483 sh	—	—	0
2023-03-13	CBUCOMMUNITY FINANCIAL SYSTEM, INC.S Sale	Director	SSale	−483 sh	$52.57	−$25.4K	63,010.603
2023-03-01	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+4,148 sh	$29.79	+$124K	67,158.603
2023-03-01	CBUCOMMUNITY FINANCIAL SYSTEM, INC.S Sale	Director	SSale	−4,148 sh	$60.54	−$251K	63,010.603
2023-03-01	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Stock OptionM Exercise/Conversion	Director	MExercise/Conversion	−4,148 sh	—	—	483
2023-02-04	CBUCOMMUNITY FINANCIAL SYSTEM, INC.G Gift	Director	GGift	−1,000 sh	—	—	70,423.603
2023-01-03	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)M Exercise/Conversion	Director	MExercise/Conversion	−3,354.603 sh	—	—	3,217.116
2023-01-03	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+3,354.603 sh	—	—	71,423.603
2022-12-22	CBUCOMMUNITY FINANCIAL SYSTEM, INC.G Gift	Director	GGift	−8,332 sh	—	—	59,737
2022-03-15	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)A Award	Director	AAward	+644 sh	—	—	6,025.303
2022-01-03	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)M Exercise/Conversion	Director	MExercise/Conversion	−3,261.434 sh	—	—	6,517.715
2022-01-03	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+3,261.434 sh	—	—	67,062.576
2021-12-28	CBUCOMMUNITY FINANCIAL SYSTEM, INC.G Gift	Director	GGift	−475 sh	—	—	63,326.142
2021-03-16	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)A Award	Director	AAward	+569 sh	—	—	5,264.712
2021-02-12	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Stock OptionM Exercise/Conversion	Director	MExercise/Conversion	−4,566 sh	—	—	0
2021-02-12	CBUCOMMUNITY FINANCIAL SYSTEM, INC.S Sale	Director	SSale	−4,566 sh	$69.91	−$319K	63,801.142
2021-02-12	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+4,566 sh	$28.78	+$131K	68,367.142
2021-01-04	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+3,181.142 sh	—	—	63,801.142
2021-01-04	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)M Exercise/Conversion	Director	MExercise/Conversion	−3,181.142 sh	—	—	9,535.272
2020-12-28	CBUCOMMUNITY FINANCIAL SYSTEM, INC.G Gift	Director	GGift	−153 sh	—	—	60,620
2020-11-09	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Stock OptionM Exercise/Conversion	Director	MExercise/Conversion	−3,850 sh	—	—	0
2020-11-09	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+3,850 sh	$27.36	+$105K	64,623
2020-11-09	CBUCOMMUNITY FINANCIAL SYSTEM, INC.S Sale	Director	SSale	−3,850 sh	$65.96	−$254K	60,773
2020-10-28	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)A Award	Director	AAward	+172 sh	—	—	4,577.826
2020-03-17	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)A Award	Director	AAward	+667 sh	—	—	4,405.826
2020-01-02	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)M Exercise/Conversion	Director	MExercise/Conversion	−3,093.916 sh	—	—	12,367
2020-01-02	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+3,093.916 sh	—	—	60,142.916
2019-09-19	CBUCOMMUNITY FINANCIAL SYSTEM, INC.G Gift	Director	GGift	−390 sh	—	—	57,049
2019-06-28	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Stock OptionM Exercise/Conversion	Director	MExercise/Conversion	−4,471 sh	—	—	0
2019-06-28	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+4,471 sh	$19.48	+$87.1K	61,910
2019-06-28	CBUCOMMUNITY FINANCIAL SYSTEM, INC.S Sale	Director	SSale	−4,471 sh	$65.78	−$294K	57,439
2019-03-20	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)A Award	Director	AAward	+576 sh	—	—	3,652.239
2019-01-02	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+3,015.22 sh	—	—	56,287.459
2019-01-02	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)M Exercise/Conversion	Director	MExercise/Conversion	−3,015.22 sh	—	—	14,933.388
2018-05-17	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Stock OptionM Exercise/Conversion	Director	MExercise/Conversion	−4,822 sh	—	—	0
2018-05-17	CBUCOMMUNITY FINANCIAL SYSTEM, INC.S Sale	Director	SSale	−4,822 sh	$60.70	−$293K	53,272.24
2018-05-17	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+4,822 sh	$18.08	+$87.2K	58,094.24
2018-03-20	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)A Award	Director	AAward	+611 sh	—	—	2,891
2018-01-02	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)M Exercise/Conversion	Director	MExercise/Conversion	−3,082.24 sh	—	—	17,594.792
2018-01-02	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+3,082.24 sh	—	—	53,272.24
2017-09-26	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+5,457 sh	$18.09	+$98.7K	55,647
2017-09-26	CBUCOMMUNITY FINANCIAL SYSTEM, INC.S Sale	Director	SSale	−5,457 sh	$53.34	−$291K	50,190

Recent filings

Accepted (ET)
Mar 204
ACE BRIAN R0001127602-24-010836
SEC(opens sec.gov)
Feb 294
ACE BRIAN R0001127602-24-007657
SEC(opens sec.gov)
Jan 44
ACE BRIAN R0001127602-24-000863
SEC(opens sec.gov)
Sep 254
ACE BRIAN R0001127602-23-024692
SEC(opens sec.gov)
Mar 144
ACE BRIAN R0001127602-23-010115
SEC(opens sec.gov)
Mar 34
ACE BRIAN R0001127602-23-008666
SEC(opens sec.gov)
Feb 64
ACE BRIAN R0001127602-23-003520
SEC(opens sec.gov)
Jan 44
ACE BRIAN R0001127602-23-000373
SEC(opens sec.gov)
Mar 174
ACE BRIAN R0001127602-22-009791
SEC(opens sec.gov)
Jan 75
ACE BRIAN R0001127602-22-001141
SEC(opens sec.gov)
Jan 54
ACE BRIAN R0001127602-22-000861
SEC(opens sec.gov)

Companies

COMMUNITY FINANCIAL SYSTEM, INC.DirectorCBU

Address

R.R. #1, BOX 1550

LACEYVILLE, PA, 18623