0001127602-24-025370.txt : 20241009 0001127602-24-025370.hdr.sgml : 20241009 20241009163856 ACCESSION NUMBER: 0001127602-24-025370 CONFORMED SUBMISSION TYPE: 3 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20241001 FILED AS OF DATE: 20241009 DATE AS OF CHANGE: 20241009 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Durkee Deresa Fischer CENTRAL INDEX KEY: 0001608689 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 3 SEC ACT: 1934 Act SEC FILE NUMBER: 001-13695 FILM NUMBER: 241363142 MAIL ADDRESS: STREET 1: 182 MAIN STREET CITY: ONEIDA STATE: NY ZIP: 13421 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: COMMUNITY FINANCIAL SYSTEM, INC. CENTRAL INDEX KEY: 0000723188 STANDARD INDUSTRIAL CLASSIFICATION: NATIONAL COMMERCIAL BANKS [6021] ORGANIZATION NAME: 02 Finance IRS NUMBER: 161213679 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 5790 WIDEWATERS PKWY CITY: DEWITT STATE: NY ZIP: 13214 BUSINESS PHONE: 8007242262 MAIL ADDRESS: STREET 1: 5790 WIDEWATERS PARKWAY CITY: DEWITT STATE: NY ZIP: 13214 FORMER COMPANY: FORMER CONFORMED NAME: COMMUNITY BANK SYSTEM, INC. DATE OF NAME CHANGE: 20130806 FORMER COMPANY: FORMER CONFORMED NAME: COMMUNITY BANK NA, a subsidiary of Community Bank System Inc DATE OF NAME CHANGE: 20130729 FORMER COMPANY: FORMER CONFORMED NAME: COMMUNITY BANK NA, a subsidiary of Community Bank System Inc. DATE OF NAME CHANGE: 20130726 3 1 form3.xml PRIMARY DOCUMENT X0206 3 2024-10-01 0 0000723188 COMMUNITY FINANCIAL SYSTEM, INC. CBU 0001608689 Durkee Deresa Fischer C/O COMMUNITY FINANCIAL SYSTEM, INC. 5790 WIDEWATERS PARKWAY DEWITT NY 13214 1 SVP, Chief Accounting Officer Common Stock 4559.604 D Common Stock 91.666 I By 401(k) Common Stock 218 I By spouse Stock Option 79.66 2031-03-16 Common Stock 1282 D Stock Option 38.02 2026-03-16 Common Stock 427 D Stock Option 44.27 2034-03-19 Common Stock 2990 D Stock Option 51.64 2030-03-17 Common Stock 2132 D Stock Option 54.06 2033-03-14 Common Stock 2511 D Stock Option 55.92 2028-03-20 Common Stock 1030 D Stock Option 57.12 2027-03-15 Common Stock 311 D Stock Option 59.41 2029-03-20 Common Stock 1601 D Stock Option 71.78 2032-03-15 Common Stock 1502 D The number of shares reported herein acquired pursuant to Community Financial System, Inc.'s 401(k) Plan and are based on a current plan statement. The option vests ratably on March 16, 2022, 2023, 2024, 2025, and 2026. The option vested ratably on March 16, 2017, 2018, 2019, 2020, and 2021. The option vests ratably on March 19, 2025, 2026, 2027, 2028, and 2029. The option vests ratably on March 17, 2021, 2022, 2023, 2024, and 2025. The option vests ratably on March 14, 2024, 2025, 2026, 2027, and 2028. The option vests ratably on March 20, 2019, 2020, 2021, 2022, and 2023. The option vested ratably on March 15, 2018, 2019, 2020, 2021, and 2022. The option vests ratably on March 20, 2020, 2021, 2022, 2023, and 2024. The option vests ratably on March 15, 2023, 2024, 2025, 2026, and 2027. /s/ Danielle M. Cima, pursuant to a Confirming Statement executed by Deresa F. Durkee 2024-10-09