LEVY JEFFREY M
SEC insider (Form 3/4/5 filer). CIK 0001384972. SVP & Chief Banking Officer at COMMUNITY FINANCIAL SYSTEM, INC. (CBU). 7 reported Form 4/5 transactions since Sep 2024; latest on Aug 27, 2025. Located in DEWITT, NY.
Companies LEVY JEFFREY M has filed insider reports for
- COMMUNITY FINANCIAL SYSTEM, INC. (CBU): Officer, SVP & Chief Banking Officer
LEVY JEFFREY M
CIK: 0001384972
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
COMMUNITY FINANCIAL SYSTEM, INC.
Discretionary Trading P&L
Holdings
Transaction History (7 total)
- Aug 27, 2025CBU
COMMUNITY FINANCIAL SYSTEM, INC.
SaleDirect1.4K shares at avg. $61.38$88K - Mar 18, 2025CBU
COMMUNITY FINANCIAL SYSTEM, INC.
AwardDirect1.4K shares- - Mar 18, 2025CBU
COMMUNITY FINANCIAL SYSTEM, INC.
AwardDirect5.2K shares- - Mar 12, 2025CBU
COMMUNITY FINANCIAL SYSTEM, INC.
Tax PaymentDirect386 shares- - Mar 7, 2025CBU
COMMUNITY FINANCIAL SYSTEM, INC.
AwardDirect1.1K shares- - Mar 3, 2025CBU
COMMUNITY FINANCIAL SYSTEM, INC.
Tax PaymentDirect537 shares at avg. $63.29$34K - Jan 24, 2025CBU
COMMUNITY FINANCIAL SYSTEM, INC.
SaleDirect1.1K shares at avg. $65.98$75K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Aug 27, 2025 | CBU COMMUNITY FINANCIAL SYSTEM, INC. | Sale | 1,440 | $61.38 | $88,380 | Direct |
| Mar 18, 2025 | CBU COMMUNITY FINANCIAL SYSTEM, INC. | Award | 1,413 | - | - | Direct |
| Mar 18, 2025 | CBU COMMUNITY FINANCIAL SYSTEM, INC. | Award | 5,217 | - | - | Direct |
| Mar 12, 2025 | CBU COMMUNITY FINANCIAL SYSTEM, INC. | Tax Payment | 386 | - | - | Direct |
| Mar 7, 2025 | CBU COMMUNITY FINANCIAL SYSTEM, INC. | Award | 1,068 | - | - | Direct |
| Mar 3, 2025 | CBU COMMUNITY FINANCIAL SYSTEM, INC. | Tax Payment | 537 | $63.29 | $33,987 | Direct |
| Jan 24, 2025 | CBU COMMUNITY FINANCIAL SYSTEM, INC. | Sale | 1,136 | $65.98 | $74,953 | Direct |
1-7 of 7 transactions