MarketPeel
Insider Trading Intelligence
JL

Jeffrey M. Levy

CBU
SVP & CHIEF BANKING OFFICER · COMMUNITY FINANCIAL SYSTEM, INC. · CIK 0001384972
FILING MIX · LIFETIME64%/36%
BUYS
14
SELLS
8
TOTAL VALUE
$418.2K
COMPANIES
1
ACTIVE SINCE
Mar 2022
HOLDINGS NOW
6,657
AVG SELL PX
$64.91
TRADE KIND
SHOWING 22 / 22
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
4 backtested trades · 8 horizons · 3 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Jeffrey M. Levy, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d4+100.00%+2.27%+1.15%+1.12%-0.28%
14d4+75.00%+0.36%+0.86%-0.51%-0.51%
30d4+100.00%+0.41%+0.69%-0.28%-0.54%
60d4+100.00%+3.80%+2.07%+1.73%-1.79%
90d4+100.00%-1.44%-0.13%-1.31%-0.28%
180d4+75.00%-1.00%+3.88%-4.87%-4.69%
1y4(1 pending)+100.00%+5.86%+14.95%-9.09%-11.33%
2y4(2 pending)+100.00%+8.42%+44.29%-35.87%-35.87%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
CBU · 6,656.639 shares · as of Aug 27, 2025
02,9755,9508,92511,901202320242025SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
FLOW · 14 buys / 8 sellsCOVERAGE · 15 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
SALE
SVP & Chief Banking Officer
1,440$61.38$88.4K6,656.639Aug 27, 2025Aug 28, 2025View →
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
PURCHASEGRANT
Stock grant
1,4131,413Mar 18, 2025Mar 19, 2025View →
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
PURCHASEGRANT
Stock grant
5,21711,900.639Mar 18, 2025Mar 19, 2025View →
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
PURCHASEGRANT
Stock grant
1,4138,096.639Mar 18, 2025Mar 19, 2025View →
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
PURCHASEGRANT
Stock grant
5,2175,217Mar 18, 2025Mar 19, 2025View →
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
SALE
SVP & Chief Banking Officer
385.6486,683.639Mar 12, 2025Mar 13, 2025View →
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
PURCHASEGRANT
Stock grant
1,067.6487,069.286Mar 7, 2025Mar 11, 2025View →
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
SALE
SVP & Chief Banking Officer
537$63.29$34.0K6,001.639Mar 3, 2025Mar 4, 2025View →
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
SALE
SVP & Chief Banking Officer
1,136$65.98$75.0K6,538.639Jan 24, 2025Jan 28, 2025View →
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
PURCHASEGRANT
Stock grant
5,9165,916Mar 19, 2024Mar 21, 2024View →
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
PURCHASEGRANT
Stock grant
1,6507,674.639Mar 19, 2024Mar 21, 2024View →
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
PURCHASE
President, Commercial Banking
1,300$38.60$50.2K5,924.139Oct 27, 2023Oct 31, 2023View →
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
PURCHASE
President, Commercial Banking
726.558$56.55$41.1K2,781.088Mar 16, 2023Mar 17, 2023View →
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
PURCHASEGRANT
Stock grant
1,1544,624.571Mar 14, 2023Mar 15, 2023View →
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
PURCHASEGRANT
Stock grant
4,2104,210Mar 14, 2023Mar 15, 2023View →
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
SALE
President, Commercial Banking
165$61.05$10.1K3,410Mar 8, 2023Mar 9, 2023View →
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
SALE
President, Commercial Banking
386772Mar 28, 2022Mar 30, 2022View →
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
SALE
President, Commercial Banking
5681,705Mar 28, 2022Mar 30, 2022View →
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
SALE
President, Commercial Banking
954$70.54$67.3K3,575Mar 28, 2022Mar 30, 2022View →
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
PURCHASE
President, Commercial Banking
568$51.64$29.3K4,529Mar 28, 2022Mar 30, 2022View →
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
PURCHASE
President, Commercial Banking
386$59.41$22.9K3,961Mar 28, 2022Mar 30, 2022View →
CBU
COMMUNITY FINANCIAL SYSTEM, INC.
PURCHASEGRANT
Stock grant
1,9401,940Mar 15, 2022Mar 15, 2023View →
Other insiders · CBU
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About this filer
CIK 0001384972
ROLE
SVP & Chief Banking Officer
PRIMARY
CBU
COMPANIES
1
ACTIVE SINCE
Mar 2022
MARKETPEEL · /INSIDER/0001384972DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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