John F. Whipple

CIK: 0001485739

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)2 (25.0%)

Position reduction

Option Exercises (M)4 (50.0%)

Derivative conversions

Awards (A)2 (25.0%)

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 (8 total)

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 4, 2026
Exercise(M)
Direct
4.2K shares at avg. $38.02$161K
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
Feb 4, 2026
Sale(S)
Direct
4.2K shares at avg. $65.17$277K
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
Dec 1, 2025
Exercise(M)
Direct
1.4K 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.
Dec 2, 2024
Exercise(M)
Direct
1.3K shares-
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
Nov 25, 2024
Sale(S)
Direct
3.9K shares at avg. $73.10$288K
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
Nov 25, 2024
Exercise(M)
Direct
3.9K shares at avg. $35.36$139K

		Type	Shares	Price		Ownership
Mar 17, 2026	CBU COMMUNITY FINANCIAL SYSTEM, INC.	Award(A) Phantom Stock (Deferred Stock Units)	1,220	-	-	Direct
Feb 4, 2026	CBU COMMUNITY FINANCIAL SYSTEM, INC.	Exercise(M)	4,246	$38.02	$161,433	Direct
Feb 4, 2026	CBU COMMUNITY FINANCIAL SYSTEM, INC.	Sale(S)	4,246	$65.17	$276,704	Direct
Dec 1, 2025	CBU COMMUNITY FINANCIAL SYSTEM, INC.	Exercise(M)	1,370	-	-	Direct
Mar 18, 2025	CBU COMMUNITY FINANCIAL SYSTEM, INC.	Award(A) Phantom Stock (Deferred Stock Units)	1,225	-	-	Direct
Dec 2, 2024	CBU COMMUNITY FINANCIAL SYSTEM, INC.	Exercise(M)	1,313	-	$0	Direct
Nov 25, 2024	CBU COMMUNITY FINANCIAL SYSTEM, INC.	Sale(S)	3,937	$73.10	$287,802	Direct
Nov 25, 2024	CBU COMMUNITY FINANCIAL SYSTEM, INC.	Exercise(M)	3,937	$35.36	$139,212	Direct

1-8 of 8 transactions

About Whipple John F.

Whipple John F. (SEC CIK 0001485739) files insider reports with the SEC as Director of COMMUNITY FINANCIAL SYSTEM, INC. (CBU).

Signal8 holds 6 ownership filings by Whipple John F., all Form 4s, filed between Nov 26, 2024 and Mar 18, 2026. Those filings report 8 transactions, from Nov 25, 2024 to Mar 17, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on Whipple John F.'s filings is in DEWITT, NY.

Recent filings by Whipple John F.

Mar 17, 2026: Grant or award of CBU derivative securities (Form 4, code A).
Feb 4, 2026: Option exercise of CBU shares (Form 4, code M).
Feb 4, 2026: Open-market sale of CBU shares (Form 4, code S).
Dec 1, 2025: Option exercise of CBU shares (Form 4, code M).
Mar 18, 2025: Grant or award of CBU derivative securities (Form 4, code A).

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