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Company Analysis

CBU Insider Trading

COMMUNITY FINANCIAL SYSTEM, INC. | National Commercial Banks

Comprehensive Trading Performance Summary

The investment history of corporate insiders at COMMUNITY FINANCIAL SYSTEM, INC. provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the National Commercial Banks sector.

Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2005-09-20 17:56 2005-09-19 BELDEN SANFORD A Director, Officer - President & Chief Executive Of SELL $22.81 15,000 $342,195 77,228 -16.3%
2005-09-16 21:59 2005-09-14 BAKER TIMOTHY JAMES Officer - Director of Special Projects SELL $23.15 500 $11,575 9,704 -4.9%
2005-09-02 19:12 2005-09-01 ACE BRIAN R Director OPT+S $23.47 7,712 $181,001 25,534 0.0%
2005-06-24 18:52 2005-06-22 DONAHUE BRIAN D Officer - Chief Credit Officer OPT+S $24.60 2,000 $49,204 7,320 0.0%
2005-06-24 18:55 2005-06-22 PATTON MICHAEL A Officer - President/Financial Services SELL $24.71 3,387 $83,699 5,053 -40.1%
2005-06-22 20:29 2005-06-21 STEELE SALLY A Director SELL $24.23 6,801 $164,788 37,433 -15.4%
2005-06-21 00:15 2005-06-16 MCCULLOUGH THOMAS ALFRED Officer - President, PA Banking SELL $24.18 38,000 $918,840 40,678 -48.3%
2005-05-17 00:09 2005-05-09 DICERBO NICHOLAS A Director BUY $23.15 191 $4,422 86,772 +0.2%
2005-03-31 22:20 2005-03-30 Wentworth Harold M Officer - Director of Sales & Marketing SELL $22.93 200 $4,586 0 -100.0%
2005-03-30 16:49 2005-03-29 ACE BRIAN R Director SELL $22.73 3,240 $73,632 25,534 -11.3%
2005-03-15 23:43 2005-03-10 GABRIEL JAMES A Director SELL $23.31 5,274 $122,944 67,322 -7.3%
2005-03-11 23:19 2005-03-10 GABRIEL JAMES A Director OPT+S $27.03 5,274 $142,556 67,322 0.0%
2005-03-07 22:25 2005-03-04 WEARS JAMES A Officer - President/Banking SELL $24.20 9,300 $225,029 6,234 -59.9%
2005-03-03 01:16 2005-02-28 WEARS JAMES A Officer - President/Banking SELL $24.04 6,700 $161,051 15,534 -30.1%
2005-02-23 19:07 2005-02-22 DEMPSEY WILLIAM M Director SELL $23.70 346 $8,200 3,223 -9.7%
2005-02-22 22:26 2005-02-17 PARENTE CHARLES E Director BUY $23.76 10,000 $237,600 10,000 +100.0%
2005-02-14 23:23 2005-02-11 STEELE SALLY A Director SELL $24.10 4,000 $96,400 44,234 -8.3%
2005-02-11 19:33 2005-02-11 Kingsley Scott Allen Officer - Chief Financial Officer BUY $23.71 800 $18,968 1,000 +400.0%
2005-02-11 19:35 2005-02-10 STEELE SALLY A Director SELL $23.68 4,000 $94,720 48,234 -7.7%
2005-02-02 23:11 2005-02-01 TOKACH STEVEN R Officer - Chief Credit Administrator OPT+S $23.71 3,157 $74,846 25,578 0.0%
2005-02-01 21:56 2005-01-28 BELDEN SANFORD A Director, Officer - President & Chief Executive Of OPT+S $22.88 30,000 $686,253 92,228 0.0%
2005-01-31 22:50 2005-01-28 PARENTE CHARLES E Director BUY $23.01 20,000 $460,110 182,858 +12.3%
2005-01-31 22:13 2005-01-28 DICERBO NICHOLAS A Director BUY $22.62 200 $4,524 86,005 +0.2%
2005-02-01 02:24 2005-01-28 TOKACH STEVEN R Officer - Chief Credit Administrator SELL $22.75 241 $5,482 0 -100.0%
2004-12-29 01:33 2004-12-27 ACE BRIAN R Director SELL $27.53 3,240 $89,197 28,774 -10.1%
2004-12-23 00:19 2004-12-20 DICERBO NICHOLAS A Director OPT+S $27.03 495 $13,380 75,873 0.0%
2004-11-16 00:13 2004-11-10 DICERBO NICHOLAS A Director BUY $27.63 74 $2,045 85,286 +0.1%
2004-11-12 19:41 2004-11-10 MCDANIEL W VALEN Officer - Chief Risk Officer SELL $27.74 3,000 $83,220 5,704 -34.5%
2004-11-12 19:43 2004-11-10 WEARS JAMES A Officer - President/Banking SELL $27.84 10,057 $280,000 10,788 -48.2%
2004-11-12 19:33 2004-11-11 BURGESS JOHN M Director OPT+S $27.88 11,500 $320,667 20,440 0.0%
2004-11-11 01:52 2004-11-09 BAKER TIMOTHY JAMES Officer - Director of Special Projects SELL $27.88 1,000 $27,875 10,004 -9.1%
2004-11-02 21:53 2004-10-29 WEARS JAMES A Officer - President/Banking SELL $27.61 19,920 $550,000 20,845 -48.9%
2004-11-02 03:00 2004-10-29 MCCULLOUGH THOMAS ALFRED Officer - President, PA Banking SELL $27.58 14,069 $388,071 888 -94.1%
2004-09-23 22:26 2004-08-31 HIRSCHEY LEE T Director OPT+S $25.21 20,716 $522,269 12,684 0.0%
2004-09-17 00:36 2004-09-15 PATTERSON DAVID CHARLES Director OPT+S $25.20 2,598 $65,462 19,419 0.0%
2004-09-10 18:45 2004-09-09 CANTWELL PAUL M JR Director OPT+S $25.45 2,000 $50,900 100,526 0.0%
2004-09-09 23:24 2004-09-07 WEARS JAMES A Officer - President/Banking SELL $25.42 2,140 $54,399 22,234 -8.8%
2004-09-09 23:19 2004-09-07 PATTON MICHAEL A Officer - President/Financial Services OPT+S $25.03 10,402 $260,360 77,494 0.0%
2004-09-04 01:05 2004-09-03 WEARS JAMES A Officer - President/Banking SELL $25.00 15,460 $386,570 24,374 -38.8%
2004-09-02 23:48 2004-09-02 WEARS JAMES A Officer - President/Banking SELL $25.25 1,400 $35,350 0 -100.0%
2004-09-02 18:36 2004-08-31 HIRSCHEY LEE T Director OPT+S $25.21 20,716 $522,269 6,342 0.0%
2004-08-30 23:11 2004-08-30 BAKER TIMOTHY JAMES Officer - Senior Operations/IT Manager SELL $25.51 1,000 $25,505 11,004 -8.3%
2004-08-30 23:12 2004-08-27 DICERBO NICHOLAS A Director BUY $25.32 100 $2,532 1,752 +6.1%
2004-08-30 20:32 2003-08-27 WEARS JAMES A Officer - President/Banking SELL $25.14 13,492 $339,241 39,834 -25.3%
2004-08-30 18:36 2004-08-27 CANTWELL PAUL M JR Director SELL $25.02 1,872 $46,837 100,526 -1.8%
2004-08-24 22:21 2004-08-20 WEARS JAMES A Officer - President/Banking SELL $24.03 7,200 $172,980 53,326 -11.9%
2004-08-20 20:17 2004-08-18 BAKER TIMOTHY JAMES Officer - Senior Operations/IT Manager SELL $23.85 500 $11,925 11,804 -4.1%
2004-08-20 22:07 2004-08-18 WEARS JAMES A Officer - President/Banking SELL $23.93 1,000 $23,930 60,526 -1.6%
2004-08-10 20:22 2004-08-06 PARENTE CHARLES E Director BUY $22.63 3,000 $67,878 3,000 +100.0%
2004-08-10 20:38 2004-08-10 BAKER TIMOTHY JAMES Officer - Senior Operations/IT Manager SELL $22.50 1,000 $22,500 12,304 -7.5%
SHOW ENTRIES

How to Interpret $CBU Trades

Not every insider transaction in COMMUNITY FINANCIAL SYSTEM, INC. is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $CBU shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.

Data Source & Accuracy for CBU

Insider activity data for COMMUNITY FINANCIAL SYSTEM, INC. is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $CBU, allowing you to follow the capital of those with the most intimate knowledge of the company.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.