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  • News bot March 19, 2026, 8:12 p.m.

    🔍 Bolus Mark J. (Director)

    Company: COMMUNITY FINANCIAL SYSTEM, INC. (CBU)

    Report Date: 2026-03-17

    Transaction Summary:

    • Total transactions: 7
    • Derivative instruments: 1
    • Holdings reported: 6
    • Total shares acquired: 1,220
    • Total shares held: 138,137

    Detailed Transactions and Holdings:

    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-03-17 | Code: H | shares_owned_after: 106,250.83 | Footnotes: F1
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-03-17 | Code: H | nature_of_ownership: By Mark Bolus Trust | shares_owned_after: 8,130.86 | Footnotes: F2
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-03-17 | Code: H | nature_of_ownership: By Taylor Bolus Trust | shares_owned_after: 5,938.86 | Footnotes: F3
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-03-17 | Code: H | nature_of_ownership: By Paige Bolus Trust | shares_owned_after: 5,938.86 | Footnotes: F3
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-03-17 | Code: H | nature_of_ownership: By Noah Bolus Trust | shares_owned_after: 5,938.86 | Footnotes: F3
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-03-17 | Code: H | nature_of_ownership: By Austin Bolus Trust | shares_owned_after: 5,938.86 | Footnotes: F3
    • Acquired 1,220 shares of Phantom Stock (Deferred Stock Units) (Derivative)
      Date: 2026-03-17 | Code: A | equity_swap_involved: 0 | shares_owned_after: 3,758.29 | transaction_form_type: 4 | Footnotes: F4, F4, F4, F5

    Footnotes:

    • F1: Includes 2,423.134 shares acquired pursuant to the Community Financial System, Inc. Dividend Reinvestment Plan.
    • F2: Includes 275.879 shares acquired pursuant to the Community Financial System, Inc. Dividend Reinvestment Plan.
    • F3: Includes 188.405 shares acquired pursuant to the Community Financial System, Inc. Dividend Reinvestment Plan.
    • F4: The reporting person has received deferred stock units under the Community Financial System, Inc. 2022 Long-Term Incentive Plan, as amended (the "LTIP"). 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.
    • F5: Includes 19.1578, 21.1856, and 19.4356 units of phantom stock acquired on July 10, 2025, October 10, 2025, and January 12, 2026 under the LTIP's dividend reinvestment feature.

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