headquartered in dewitt, ny, a suburb of syracuse, community bank system, inc. (nyse:cbu) is a registered bank holding company with $7.4 billion in assets and approximately 180 customer facilities across upstate new york, where it operates as community bank, n.a. member fdic. equal housing lender. the company's other subsidiaries include: bpas, an employee benefits administration and consulting firm with offices in upstate new york, pittsburgh, philadelphia, houston and puerto rico; the cbna insurance agency, with offices in three northern new york communities; community investment services, a broker-dealer delivering financial products throughout the company's branch network; and nottingham advisors, a wealth management and advisory firm with offices in buffalo, ny, and north palm beach, fl.
Company profile
Ticker
CBU
Exchange
Website
CEO
Mark Tryniski
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
COMMUNITY BANK NA, a subsidiary of Community Bank System Inc, COMMUNITY BANK NA, a subsidiary of Community Bank System Inc., COMMUNITY BANK SYSTEM INC
SEC CIK
Corporate docs
Subsidiaries
Benefit Plans Administrative Services, Inc. • Benefit Plans Administrative Services, LLC • BPAS Actuarial and Pension Services, LLC • BPAS Trust Company • CBNA Preferred Funding Corp. • CBNA Treasury Management Corporation • Community Investment Services, Inc. • Emerald Necklace Ventures, LLC • ESB Advisory Services, Inc. • E. S. B. Realty Corp. ...
IRS number
161213679
CBU stock data
Latest filings (excl ownership)
8-K
Community Bank System, Inc. Reports First Quarter 2024 Results
23 Apr 24
ARS
2023 FY
Annual report to shareholders
29 Mar 24
DEFA14A
Additional proxy soliciting materials
29 Mar 24
DEF 14A
Definitive proxy
29 Mar 24
8-K/A
Results of Operations and Financial Condition
9 Feb 24
8-K
Community Bank System, Inc. Reports Fourth Quarter And Full Year 2023 Results
23 Jan 24
8-K
Departure of Directors or Certain Officers
19 Jan 24
UPLOAD
Letter from SEC
17 Jan 24
CORRESP
Correspondence with SEC
10 Jan 24
8-K
Departure of Directors or Certain Officers
5 Jan 24
Transcripts
CBU
Earnings call transcript
2024 Q1
23 Apr 24
CBU
Earnings call transcript
2023 Q4
23 Jan 24
CBU
Earnings call transcript
2023 Q3
24 Oct 23
CBU
Earnings call transcript
2023 Q2
31 Jul 23
CBU
Earnings call transcript
2023 Q1
25 Apr 23
CBU
Earnings call transcript
2022 Q4
24 Jan 23
CBU
Earnings call transcript
2022 Q3
24 Oct 22
CBU
Earnings call transcript
2022 Q2
26 Jul 22
CBU
Earnings call transcript
2022 Q1
25 Apr 22
CBU
Earnings call transcript
2021 Q4
24 Jan 22
Latest ownership filings
Financial summary
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Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q3 2023
74.5% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 230 |
Opened positions | 45 |
Closed positions | 30 |
Increased positions | 73 |
Reduced positions | 76 |
13F shares | Current |
---|---|
Total value | 1.64 tn |
Total shares | 39.33 mm |
Total puts | 1.40 k |
Total calls | 15.40 k |
Total put/call ratio | 0.1 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 7.75 mm | $327.10 bn |
Vanguard | 6.55 mm | $276.60 bn |
STT State Street | 3.75 mm | $159.76 bn |
Neuberger Berman | 3.17 mm | $133.67 bn |
MS Morgan Stanley | 2.08 mm | $87.73 bn |
Dimensional Fund Advisors | 1.49 mm | $62.96 bn |
Geode Capital Management | 1.09 mm | $46.20 bn |
Champlain Investment Partners | 1.02 mm | $42.96 bn |
Millennium Management | 905.44 k | $38.22 bn |
GS Goldman Sachs | 707.08 k | $29.85 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
12 Apr 24 | Steele Sally A | Common Stock | Option exercise | Acquire M | No | No | 0 | 1,464 | 0.00 | 35,092 |
12 Apr 24 | Steele Sally A | Phantom Stock (Deferred Stock Units) Common Stock | Option exercise | Dispose M | No | No | 0 | 1,464 | 0.00 | 1,148.418 |
21 Mar 24 | Michele Sullivan | Deferred Stock (Deferred Compensation) Common Stock | Grant | Acquire A | No | No | 45.98 | 271.857 | 12.50 k | 271.857 |
19 Mar 24 | Bolus Mark J. | Phantom Stock (Deferred Stock Units) Common Stock | Grant | Acquire A | No | No | 0 | 1,395 | 0.00 | 3,281.674 |
19 Mar 24 | Michael N Abdo | Common Stock | Grant | Acquire A | No | No | 0 | 1,325 | 0.00 | 5,158 |
19 Mar 24 | Michael N Abdo | Stock Option Common Stock | Grant | Acquire A | No | No | 44.27 | 4,750 | 210.28 k | 4,750 |
19 Mar 24 | Maureen A Gillan-Myer | Common Stock | Grant | Acquire A | No | No | 0 | 1,391 | 0.00 | 3,998 |
19 Mar 24 | Maureen A Gillan-Myer | Stock Option Common Stock | Grant | Acquire A | No | No | 44.27 | 4,987 | 220.77 k | 4,987 |