Sally A. Steele

CIK: 0001264816

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)1 (11.1%)

Position reduction

Option Exercises (M)6 (66.7%)

Derivative conversions

Awards (A)2 (22.2%)

Compensation grants

Other (G, F, J, C, D, …)0 (0.0%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (1)

CBU

COMMUNITY FINANCIAL SYSTEM, INC.

Director

Discretionary Trading P&L

Holdings

Transaction History (9 total)

CBU
COMMUNITY FINANCIAL SYSTEM, INC.
Apr 29, 2026
Exercise(M)
Direct
9 shares-
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
Mar 19, 2026
Exercise(M)
Direct
1.3K shares-
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
Mar 17, 2026
Award(A)
Phantom Stock (Deferred Stock Units)
Direct
1.2K shares-
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
Feb 3, 2026
Sale(S)
Direct
4K shares at avg. $64.12$256K
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
Feb 3, 2026
Exercise(M)
Direct
4K shares at avg. $23.04$92K
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
Apr 15, 2025
Exercise(M)
Direct
1.2K shares-
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
Mar 18, 2025
Award(A)
Phantom Stock (Deferred Stock Units)
Direct
1.2K shares-
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
Jan 13, 2025
Exercise(M)
Direct
28 shares-
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
Jan 2, 2025
Exercise(M)
Direct
3.7K shares-

		Type	Shares	Price		Ownership
Apr 29, 2026	CBU COMMUNITY FINANCIAL SYSTEM, INC.	Exercise(M)	9	-	$0	Direct
Mar 19, 2026	CBU COMMUNITY FINANCIAL SYSTEM, INC.	Exercise(M)	1,254	-	$0	Direct
Mar 17, 2026	CBU COMMUNITY FINANCIAL SYSTEM, INC.	Award(A) Phantom Stock (Deferred Stock Units)	1,220	-	-	Direct
Feb 3, 2026	CBU COMMUNITY FINANCIAL SYSTEM, INC.	Sale(S)	4,000	$64.12	$256,480	Direct
Feb 3, 2026	CBU COMMUNITY FINANCIAL SYSTEM, INC.	Exercise(M)	4,000	$23.04	$92,160	Direct
Apr 15, 2025	CBU COMMUNITY FINANCIAL SYSTEM, INC.	Exercise(M)	1,181	-	-	Direct
Mar 18, 2025	CBU COMMUNITY FINANCIAL SYSTEM, INC.	Award(A) Phantom Stock (Deferred Stock Units)	1,225	-	-	Direct
Jan 13, 2025	CBU COMMUNITY FINANCIAL SYSTEM, INC.	Exercise(M)	28	-	$0	Direct
Jan 2, 2025	CBU COMMUNITY FINANCIAL SYSTEM, INC.	Exercise(M)	3,663	-	$0	Direct

1-9 of 9 transactions

About STEELE SALLY A

STEELE SALLY A (SEC CIK 0001264816) files insider reports with the SEC as Director of COMMUNITY FINANCIAL SYSTEM, INC. (CBU).

Signal8 holds 8 ownership filings by STEELE SALLY A, all Form 4s, filed between Jan 6, 2025 and May 1, 2026. Those filings report 9 transactions, from Jan 2, 2025 to Apr 29, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on STEELE SALLY A's filings is in DEWITT, NY.

Recent filings by STEELE SALLY A

Apr 29, 2026: Option exercise of CBU shares (Form 4, code M).
Mar 19, 2026: Option exercise of CBU shares (Form 4, code M).
Mar 17, 2026: Grant or award of CBU derivative securities (Form 4, code A).
Feb 3, 2026: Open-market sale of CBU shares (Form 4, code S).
Feb 3, 2026: Option exercise of CBU shares (Form 4, code M).

Other insiders filing for COMMUNITY FINANCIAL SYSTEM, INC. (CBU)

Vaccaro John A, Director
Sullivan Michele, Director
Singh Savneet, Director
Hall Brenda M, Director
Bolus Mark J., Director
Durkee Deresa Fischer, SVP, Chief Accounting Officer

How to read Form 4 transaction codes