JEFFREY M LEVY

CIK 1384972 · SVP & Chief Banking Officer · last filed 2025-08-28

JEFFREY M LEVY is a SVP & Chief Banking Officer who has filed 60 SEC Form 4 insider transactions across 2 companies since 2007. The most recent filing shows the insider sold $88.4K of CBU on Aug 28, 2025. Across all open-market trades the lifetime net is −$2.4M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $3.9M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$3.88M

Companies

2

Total Filings

60

Lifetime Open-Market Net

-$2.37M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
CBU SVP & Chief Banking Officer 12,716 $66.18 $841.6K -$180.4K 14 2025-08-28
NBTB EVP/ Pres Commercial Banking 63,018 $48.18 $3.04M -$2.19M 46 2016-07-28

Recent Filings

60 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2025-08-28 CBU Sell (S) −1,440 -$88.4K EDGAR
2025-03-19 CBU Grant (A) +1,413 $0 EDGAR
2025-03-19 CBU Grant (A) +5,217 $0 EDGAR
2025-03-13 CBU Tax (F) −385 $0 EDGAR
2025-03-11 CBU Grant (A) +1,067 $0 EDGAR
2025-03-04 CBU Tax (F) −537 -$34.0K EDGAR
2025-01-28 CBU Sell (S) −1,136 -$75.0K EDGAR
2024-03-21 CBU Grant (A) +1,650 $0 EDGAR
2023-10-31 CBU Buy (P) +1,300 $50.2K EDGAR
2023-03-17 CBU Disc (I) +726 $41.1K EDGAR
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Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.