0001127602-24-010840.txt : 20240320 0001127602-24-010840.hdr.sgml : 20240320 20240320180254 ACCESSION NUMBER: 0001127602-24-010840 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240320 FILED AS OF DATE: 20240320 DATE AS OF CHANGE: 20240320 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Bolus Mark J. CENTRAL INDEX KEY: 0001486056 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-13695 FILM NUMBER: 24768844 MAIL ADDRESS: STREET 1: R.R. 1, BOX 412A CITY: DALTON STATE: PA ZIP: 18414 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: COMMUNITY BANK SYSTEM, INC. CENTRAL INDEX KEY: 0000723188 STANDARD INDUSTRIAL CLASSIFICATION: NATIONAL COMMERCIAL BANKS [6021] ORGANIZATION NAME: 02 Finance IRS NUMBER: 161213679 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 5790 WIDEWATERS PKWY CITY: DEWITT STATE: NY ZIP: 13214 BUSINESS PHONE: 8007242262 MAIL ADDRESS: STREET 1: 5790 WIDEWATERS PARKWAY CITY: DEWITT STATE: NY ZIP: 13214 FORMER COMPANY: FORMER CONFORMED NAME: COMMUNITY BANK NA, a subsidiary of Community Bank System Inc DATE OF NAME CHANGE: 20130729 FORMER COMPANY: FORMER CONFORMED NAME: COMMUNITY BANK NA, a subsidiary of Community Bank System Inc. DATE OF NAME CHANGE: 20130726 FORMER COMPANY: FORMER CONFORMED NAME: COMMUNITY BANK SYSTEM INC DATE OF NAME CHANGE: 19920703 4 1 form4.xml PRIMARY DOCUMENT X0508 4 2024-03-20 0000723188 COMMUNITY BANK SYSTEM, INC. CBU 0001486056 Bolus Mark J. C/O COMMUNITY BANK SYSTEM, INC. 5790 WIDEWATERS PARKWAY DEWITT NY 13214 1 0 Common Stock 98927.55 D Common Stock 7601.23 I By Mark Bolus Trust Common Stock 5551.89 I By Taylor Bolus Trust Common Stock 5551.89 I By Paige Bolus Trust Common Stock 5551.89 I By Austin Bolus Trust Common Stock 5551.89 I By Noah Bolus Trust Phantom Stock (Deferred Stock Units) 2024-03-19 4 A 0 1395 0 A Common Stock 1395 3281.6741 D The reporting person no longer has a reportable beneficial interest in 881.978 shares of common stock directly owned by his daughters and sons and included in the reporting person's prior ownership reports. Includes 2,563.948 shares acquired pursuant to the Community Bank System, Inc. Dividend Reinvestment Plan. Includes 285.509 shares acquired pursuant to the Community Bank System, Inc. Dividend Reinvestment Plan. Includes 208.65 shares acquired pursuant to the Community Bank System, Inc. Dividend Reinvestment Plan. The reporting person has received deferred stock units under the Community Bank System, Inc. 2022 Long-Term Incentive Plan, as amended (the "Plan"). Each phantom stock unit which represents a deferred stock unit is the economic equivalent of one share of Community Bank System, Inc. common stock and will be settled in common stock at a predetermined date. Includes 70.518 units of phantom stock acquired as dividend equivalents under the Plan. /s/ Danielle M. Cima, pursuant to a Confirming Statement executed by Mark J. Bolus 2024-03-20