Insider · CIK 0001486056

Bolus Mark J.

Reports to the SEC for 1 company · SYRACUSE, NY

sec.gov

Transactions

Companies

Filings

CIK

0001486056

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-06-25	CBUCOMMUNITY FINANCIAL SYSTEM, INC.S Sale	Director	SSale	−12.2K sh	$67.00	−$817K	94,060
2026-03-17	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)A Award	Director	AAward	+1,220 sh	—	—	3,758.292
2025-04-14	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+12 sh	—	—	103,827.699
2025-04-14	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)M Exercise/Conversion	Director	MExercise/Conversion	−12 sh	—	—	2,478.513
2025-03-19	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)M Exercise/Conversion	Director	MExercise/Conversion	−1,430 sh	—	—	2,467.413
2025-03-19	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+1,430 sh	—	—	103,815.699
2025-03-18	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)A Award	Director	AAward	+1,225 sh	—	—	3,897.786
2025-01-15	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+712 sh	—	—	101,769.069
2025-01-15	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)M Exercise/Conversion	Director	MExercise/Conversion	−712 sh	—	—	2,672.786
2024-11-06	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Stock OptionM Exercise/Conversion	Director	MExercise/Conversion	−1,969 sh	—	—	0
2024-11-06	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Stock OptionM Exercise/Conversion	Director	MExercise/Conversion	−2,123 sh	—	—	0
2024-11-06	CBUCOMMUNITY FINANCIAL SYSTEM, INC.S Sale	Director	SSale	−1,900 sh	$70.66	−$134K	98,927.55
2024-11-06	CBUCOMMUNITY FINANCIAL SYSTEM, INC.S Sale	Director	SSale	−2,192 sh	$69.54	−$152K	100,827.55
2024-11-06	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+1,969 sh	$35.36	+$69.6K	103,019.55
2024-11-06	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+2,123 sh	$38.02	+$80.7K	101,050.55
2024-03-19	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)A Award	Director	AAward	+1,395 sh	—	—	3,281.674
2024-02-21	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+3,631 sh	$37.77	+$137K	99,994.602
2024-02-21	CBUCOMMUNITY FINANCIAL SYSTEM, INC.S Sale	Director	SSale	−3,631 sh	$45.00	−$163K	96,363.602
2024-02-21	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Stock OptionM Exercise/Conversion	Director	MExercise/Conversion	−3,631 sh	—	—	0
2023-09-21	CBUCOMMUNITY FINANCIAL SYSTEM, INC.W Will/Inheritance	Director	WWill/Inheritance	+11.2K sh	—	—	96,363.602
2023-03-14	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)A Award	Director	AAward	+1,154 sh	—	—	1,816.156
2023-03-13	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Stock OptionM Exercise/Conversion	Director	MExercise/Conversion	−468 sh	—	—	0
2023-03-13	CBUCOMMUNITY FINANCIAL SYSTEM, INC.S Sale	Director	SSale	−468 sh	$52.87	−$24.7K	85,153.062
2023-03-13	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+468 sh	$29.79	+$13.9K	85,621.062
2023-03-01	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Stock OptionM Exercise/Conversion	Director	MExercise/Conversion	−4,163 sh	—	—	468
2023-03-01	CBUCOMMUNITY FINANCIAL SYSTEM, INC.S Sale	Director	SSale	−4,163 sh	$60.54	−$252K	85,153.062
2023-03-01	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+4,163 sh	—	—	89,316.062
2022-12-15	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+590.653 sh	$59.77	+$35.3K	83,465.375
2022-12-15	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)M Exercise/Conversion	Director	MExercise/Conversion	−590.653 sh	—	—	632.659
2022-03-15	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)A Award	Director	AAward	+644 sh	—	—	1,223.311
2021-12-15	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+899.275 sh	$73.32	+$65.9K	81,126.126
2021-12-15	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)M Exercise/Conversion	Director	MExercise/Conversion	−899.275 sh	—	—	576.133
2021-03-16	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)A Award	Director	AAward	+569 sh	—	—	1,453.634
2021-02-26	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Stock OptionM Exercise/Conversion	Director	MExercise/Conversion	−4,566 sh	—	—	0
2021-02-26	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+4,566 sh	$28.78	+$131K	84,792.851
2021-02-26	CBUCOMMUNITY FINANCIAL SYSTEM, INC.S Sale	Director	SSale	−4,566 sh	$72.02	−$329K	80,226.851
2020-12-15	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)M Exercise/Conversion	Director	MExercise/Conversion	−622.056 sh	—	—	852.096
2020-12-15	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+622.056 sh	$65.65	+$40.8K	78,632.539
2020-10-30	CBUCOMMUNITY FINANCIAL SYSTEM, INC.S Sale	Director	SSale	−2,640 sh	$57.78	−$153K	78,010.483
2020-10-30	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Stock OptionM Exercise/Conversion	Director	MExercise/Conversion	−2,640 sh	—	—	0
2020-10-30	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+2,640 sh	$27.36	+$72.2K	80,650.483
2020-10-28	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)A Award	Director	AAward	+172 sh	—	—	1,474.152
2020-09-30	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Stock OptionM Exercise/Conversion	Director	MExercise/Conversion	−1,210 sh	—	—	2,640
2020-09-30	CBUCOMMUNITY FINANCIAL SYSTEM, INC.S Sale	Director	SSale	−1,210 sh	$55.00	−$66.6K	78,010.483
2020-09-30	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+1,210 sh	$27.36	+$33.1K	79,220.483
2020-03-17	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)A Award	Director	AAward	+667 sh	—	—	1,302.152
2020-01-15	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Compensation)M Exercise/Conversion	Director	MExercise/Conversion	−4,892.184 sh	—	—	0
2020-01-15	CBUCOMMUNITY FINANCIAL SYSTEM, INC. · Phantom Stock (Deferred Stock Units)M Exercise/Conversion	Director	MExercise/Conversion	−1,550.418 sh	—	—	635.152
2020-01-15	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+4,892.184 sh	—	—	76,590.487
2020-01-15	CBUCOMMUNITY FINANCIAL SYSTEM, INC.M Exercise/Conversion	Director	MExercise/Conversion	+1,550.418 sh	—	—	71,698.303

Recent filings

Accepted (ET)
Jun 294
Bolus Mark J.0000723188-26-000104
SEC(opens sec.gov)
Mar 194
Bolus Mark J.0000723188-26-000064
SEC(opens sec.gov)
Apr 164
Bolus Mark J.0001127602-25-012106
SEC(opens sec.gov)
Mar 204
Bolus Mark J.0001127602-25-010083
SEC(opens sec.gov)
Jan 174
Bolus Mark J.0001127602-25-001422
SEC(opens sec.gov)
Nov 74
Bolus Mark J.0001127602-24-026696
SEC(opens sec.gov)
Mar 204
Bolus Mark J.0001127602-24-010840
SEC(opens sec.gov)
Feb 234
Bolus Mark J.0001127602-24-006519
SEC(opens sec.gov)
Oct 254
Bolus Mark J.0001127602-23-026226
SEC(opens sec.gov)

Companies

COMMUNITY FINANCIAL SYSTEM, INC.DirectorCBU

Address

C/O COMMUNITY FINANCIAL SYSTEM, INC. 333 BUTTERNUT DRIVE

SYRACUSE, NY, 13214