LEVY JEFFREY M — SEC Form 4 filings
SEC reporting owner CIK 1384972. 8 Form 4 filings on record with FilingPulse; latest filed 2025-08-28.
Transaction summary — filings shown
Covers all 8 filings on record, filed 2024-03-21 to 2025-08-28. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 2 legs across 2 filings — 2,576 shares, $163,333 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 9.
- Largest priced transaction: sale of 1,440 shares @ $61.38 ($88,380) in COMMUNITY FINANCIAL SYSTEM, INC., filed 2025-08-28.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| COMMUNITY FINANCIAL SYSTEM, INC. (CBU) | SVP & Chief Banking Officer | 8 | — | 2 legs · 2,576 sh · $163,333 | 9 |
Form 4 filings — LEVY JEFFREY M
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2025-08-28 | 4 | COMMUNITY FINANCIAL SYSTEM, INC. (CBU) | Sale (S): 1,440 @ $61.38 | EDGAR |
| 2025-03-19 | 4/A | COMMUNITY FINANCIAL SYSTEM, INC. (CBU) | Grant/award (A): 1,413 @ $0 · Grant/award (A): 5,217 (derivative) @ $0 | EDGAR |
| 2025-03-19 | 4 | COMMUNITY FINANCIAL SYSTEM, INC. (CBU) | Grant/award (A): 5,217 @ $0 · Grant/award (A): 1,413 (derivative) @ $0 | EDGAR |
| 2025-03-13 | 4 | COMMUNITY FINANCIAL SYSTEM, INC. (CBU) | Tax withholding (F): 385.65 @ $0 | EDGAR |
| 2025-03-11 | 4 | COMMUNITY FINANCIAL SYSTEM, INC. (CBU) | Grant/award (A): 1,067.65 @ $0 | EDGAR |
| 2025-03-04 | 4 | COMMUNITY FINANCIAL SYSTEM, INC. (CBU) | Tax withholding (F): 537 @ $63.29 | EDGAR |
| 2025-01-28 | 4 | COMMUNITY FINANCIAL SYSTEM, INC. (CBU) | Sale (S): 1,136 @ $65.98 | EDGAR |
| 2024-03-21 | 4 | COMMUNITY BANK SYSTEM, INC. (CBU) | Grant/award (A): 1,650 @ $0 · Grant/award (A): 5,916 (derivative) @ $0 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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