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COMMUNITY FINANCIAL SYSTEM INC. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and COMMUNITY FINANCIAL SYSTEM INC.’s Form 8-K (Item 5.07 on EDGAR). Page generated 04 October 2026.

16Reported items
291Asset managers
4,433Fund votes
2025-05-21Meeting date

Proxy season: 2023-2024 2024-2025 2025-2026

Explore COMMUNITY FINANCIAL SYSTEM INC. in the interactive database Compare manager voting policies

Official 2024-2025 meeting results reported by COMMUNITY FINANCIAL SYSTEM INC.

These tallies are COMMUNITY FINANCIAL SYSTEM INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

COMMUNITY FINANCIAL SYSTEM INC. — official shareholder meeting results, meeting held 2025-05-21
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Mark J. Bolus	39,605,216	659,090	311,866	--	5,176,446	Majority: yes
Elect Director: Neil E. Fesette	39,587,668	677,239	311,265	--	5,176,446	Majority: yes
Elect Director: Dimitar A. Karaivanov	39,916,198	316,684	343,290	--	5,176,446	Majority: yes
Elect Director: Jeffery J. Knauss	39,695,561	840,099	40,512	--	5,176,446	Majority: yes
Elect Director: Kerrie D. MacPherson	39,559,342	976,317	40,513	--	5,176,446	Majority: yes
Elect Director: John Parente	39,560,879	952,449	62,844	--	5,176,446	Majority: yes
Elect Director: Raymond C. Pecor, III	39,698,078	850,040	28,054	--	5,176,446	Majority: yes
Elect Director: Savneet Singh	39,939,392	576,425	60,355	--	5,176,446	Majority: yes
Elect Director: Sally A. Steele	39,753,399	510,033	312,740	--	5,176,446	Majority: yes
Elect Director: Eric E. Stickels	40,010,977	538,263	26,932	--	5,176,446	Majority: yes
Elect Director: Michele P. Sullivan	40,164,805	383,241	28,126	--	5,176,446	Majority: yes
Elect Director: John F. Whipple, Jr.	37,373,187	3,102,177	100,808	--	5,176,446	Majority: yes
Proposal 2: The Company's Shareholders approved, on a non-binding advisory basis, the Company's executive compensation programs, as described in the proxy statement, as set forth below:	39,208,889	1,232,650	134,633	--	5,176,446	Passed
Proposal 3: The Company's Shareholders ratified the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the year ending December 31, 2025, as set forth below:	45,144,082	552,356	56,180	--	--	Majority: yes

Source: COMMUNITY FINANCIAL SYSTEM INC., Form 8-K — read the filing on EDGAR.

How asset managers voted at the COMMUNITY FINANCIAL SYSTEM INC. 2024-2025 meeting

Each item below shows how the 291 asset managers that disclosed a COMMUNITY FINANCIAL SYSTEM INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of COMMUNITY FINANCIAL SYSTEM INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. ADVISORY VOTE ON EXECUTIVE COMPENSATION.

SECTION 14A SAY-ON-PAY VOTESCompany result: Passed

Meeting held 2025-05-21.

Combines 5 wordings of this item as funds reported it.

97% Passed · of votes cast

FOR 97%

FOR: 39,208,889AGAINST: 1,232,650

COMMUNITY FINANCIAL SYSTEM INC.’s own tally for this item (“Proposal 2: The Company's Shareholders approved, on a non-binding advisory basis, the Company's executive compensation programs, as described in the proxy statement, as set forth below:”): 39,208,889 for, 1,232,650 against — passed, per its Form 8-K (Item 5.07).

The 274 asset managers below cast 99% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the total votes cast at the meeting.

FOR 99%

FOR: 98.6%AGAINST: 1.3%ABSTAIN: 0.0%NOT VOTED: 0.0%

Largest asset managers voting on “ADVISORY VOTE ON EXECUTIVE COMPENSATION.” at COMMUNITY FINANCIAL SYSTEM INC., 2024-2025
Asset manager	For	Against	Abstain	Vote
BlackRock	7,303,234	564	0	For
Vanguard	6,399,294	3	0	For
Neuberger Berman	5,965,203	0	0	For
State Street	5,001,568	0	0	For
Calvert	2,401,880	64,825	0	For
Dimensional	1,709,010	0	0	For
Fidelity	1,348,083	0	0	For
Charles Schwab	1,249,895	0	0	For
GEODE CAPITAL MANAGEMENT, LLC	1,233,088	0	0	For
Federated Hermes	648,896	0	0	For
Invesco	557,565	0	0	For
DEPRINCE RACE & ZOLLO INC	520,817	0	0	For
Northern Trust	490,735	0	0	For
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	381,087	0	0	For
Eaton Vance	372,456	0	0	For
MELLON INVESTMENTS Corp	345,449	0	0	For
PRINCIPAL GLOBAL INVESTORS	262,245	0	0	For
Goldman Sachs	258,529	0	0	For
PARAMETRIC PORTFOLIO ASSOCIATES LLC	245,989	0	0	For
Victory Capital	243,960	0	0	For
AMERICAN BEACON FUNDS	225,988	0	0	For
Brighthouse	212,981	0	2,450	For
SEGALL BRYANT & HAMILL, LLC	206,078	0	0	For
WisdomTree	199,735	0	0	For
SEB Investment Management AB	0	168,407	0	Against

Showing the 25 largest of 274 asset managers. See all 274 in the interactive database.

2. Ratify the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for 2025.

AUDIT-RELATEDMajority of the votes cast: yes

Meeting held 2025-05-21.

Combines 5 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

FOR: 45,144,082AGAINST: 552,356

COMMUNITY FINANCIAL SYSTEM INC.’s own tally for this item (“Proposal 3: The Company's Shareholders ratified the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the year ending December 31, 2025, as set forth below:”): 45,144,082 for, 552,356 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 81 asset managers below cast 99.8% of the shares they voted on this item FOR (24,062,982 for, 25,608 against).

FOR 99.8%

FOR: 24,062,982 (99.9%)AGAINST: 25,608 (0.1%)ABSTAIN: 2,450 (0.0%)

Largest asset managers voting on “Ratify the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting” at COMMUNITY FINANCIAL SYSTEM INC., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	6,247,137	3,174	0	For
BlackRock	5,672,777	0	0	For
Neuberger Berman	2,263,715	0	0	For
State Street	1,915,460	84	0	For
Dimensional	1,469,794	0	0	For
Fidelity	1,225,511	0	0	For
Calvert	1,187,536	0	0	For
Charles Schwab	601,205	0	0	For
Invesco	251,006	0	0	For
AMERICAN BEACON FUNDS	225,988	0	0	For
Brighthouse	212,981	0	2,450	For
WisdomTree	199,735	0	0	For
TIAA	159,841	0	0	For
Goldman Sachs	149,313	0	0	For
Columbia Threadneedle	144,509	0	0	For
Equitable	144,016	0	0	For
ProShares	136,114	0	0	For
Victory Capital	120,310	0	0	For
Bridge Builder Trust	120,148	0	0	For
Virtus	116,021	0	0	For
Jackson National	109,799	0	0	For
Northern Trust	105,199	0	0	For
Segall Bryant & Hamill Trust	101,822	0	0	For
QUANTITATIVE MASTER SERIES LLC	87,514	0	0	For
Eaton Vance	68,229	0	0	For

Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.

3. Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year term and until their respective successors are elected and qualified: Dimitar A. Karaivanov

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-21.

Combines 5 wordings of this item as funds reported it.

99.2% Majority: yes · of votes cast

FOR 99.2%

FOR: 39,916,198AGAINST: 316,684

COMMUNITY FINANCIAL SYSTEM INC.’s own tally for this item (“Elect Director: Dimitar A. Karaivanov”): 39,916,198 for, 316,684 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 80 asset managers below cast 99.9% of the shares they voted on this item FOR (23,990,278 for, 1 against).

FOR 99.5%

FOR: 23,990,278 (99.6%)AGAINST: 1 (0.0%)ABSTAIN: 100,754 (0.4%)

Largest asset managers voting on “Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year ” at COMMUNITY FINANCIAL SYSTEM INC., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	6,250,309	1	1	For
BlackRock	5,672,777	0	0	For
Neuberger Berman	2,263,715	0	0	For
State Street	1,915,460	0	84	For
Dimensional	1,469,794	0	0	For
Fidelity	1,225,511	0	0	For
Calvert	1,187,536	0	0	For
Charles Schwab	601,205	0	0	For
Invesco	251,006	0	0	For
AMERICAN BEACON FUNDS	225,988	0	0	For
Brighthouse	212,981	0	2,450	For
WisdomTree	199,735	0	0	For
TIAA	159,841	0	0	For
Goldman Sachs	149,313	0	0	For
Columbia Threadneedle	144,509	0	0	For
Equitable	144,016	0	0	For
ProShares	136,114	0	0	For
Victory Capital	120,310	0	0	For
Bridge Builder Trust	23,621	0	96,527	Abstain
Virtus	116,021	0	0	For
Jackson National	109,799	0	0	For
Northern Trust	105,199	0	0	For
Segall Bryant & Hamill Trust	101,822	0	0	For
QUANTITATIVE MASTER SERIES LLC	87,514	0	0	For
Eaton Vance	68,229	0	0	For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

4. Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year term and until their respective successors are elected and qualified: Eric E. Stickels

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-21.

Combines 5 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

FOR: 40,010,977AGAINST: 538,263

COMMUNITY FINANCIAL SYSTEM INC.’s own tally for this item (“Elect Director: Eric E. Stickels”): 40,010,977 for, 538,263 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 80 asset managers below cast 99.9% of the shares they voted on this item FOR (24,085,192 for, 3,391 against).

FOR 99.9%

FOR: 24,085,192 (100.0%)AGAINST: 3,391 (0.0%)ABSTAIN: 2,450 (0.0%)

Largest asset managers voting on “Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year ” at COMMUNITY FINANCIAL SYSTEM INC., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	6,247,137	3,174	0	For
BlackRock	5,672,777	0	0	For
Neuberger Berman	2,263,715	0	0	For
State Street	1,915,544	0	0	For
Dimensional	1,469,794	0	0	For
Fidelity	1,225,511	0	0	For
Calvert	1,187,536	0	0	For
Charles Schwab	601,205	0	0	For
Invesco	251,006	0	0	For
AMERICAN BEACON FUNDS	225,988	0	0	For
Brighthouse	212,981	0	2,450	For
WisdomTree	199,735	0	0	For
TIAA	159,841	0	0	For
Goldman Sachs	149,313	0	0	For
Columbia Threadneedle	144,509	0	0	For
Equitable	144,016	0	0	For
ProShares	136,114	0	0	For
Victory Capital	120,310	0	0	For
Bridge Builder Trust	120,148	0	0	For
Virtus	116,021	0	0	For
Jackson National	109,799	0	0	For
Northern Trust	105,199	0	0	For
Segall Bryant & Hamill Trust	101,822	0	0	For
QUANTITATIVE MASTER SERIES LLC	87,514	0	0	For
Eaton Vance	68,229	0	0	For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

5. Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year term and until their respective successors are elected and qualified: Jeffery J. Knauss

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-21.

Combines 5 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 39,695,561AGAINST: 840,099

COMMUNITY FINANCIAL SYSTEM INC.’s own tally for this item (“Elect Director: Jeffery J. Knauss”): 39,695,561 for, 840,099 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 80 asset managers below cast 99.5% of the shares they voted on this item FOR (23,987,189 for, 101,393 against).

FOR 99.5%

FOR: 23,987,189 (99.6%)AGAINST: 101,393 (0.4%)ABSTAIN: 2,450 (0.0%)

Largest asset managers voting on “Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year ” at COMMUNITY FINANCIAL SYSTEM INC., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	6,247,136	3,174	0	For
BlackRock	5,672,777	0	0	For
Neuberger Berman	2,263,715	0	0	For
State Street	1,915,544	0	0	For
Dimensional	1,469,794	0	0	For
Fidelity	1,225,511	0	0	For
Calvert	1,187,536	0	0	For
Charles Schwab	601,205	0	0	For
Invesco	251,006	0	0	For
AMERICAN BEACON FUNDS	225,988	0	0	For
Brighthouse	212,981	0	2,450	For
WisdomTree	199,735	0	0	For
TIAA	159,841	0	0	For
Goldman Sachs	149,313	0	0	For
Columbia Threadneedle	144,509	0	0	For
Equitable	144,016	0	0	For
ProShares	136,114	0	0	For
Victory Capital	120,310	0	0	For
Bridge Builder Trust	23,621	96,527	0	Against
Virtus	116,021	0	0	For
Jackson National	109,799	0	0	For
Northern Trust	105,199	0	0	For
Segall Bryant & Hamill Trust	101,822	0	0	For
QUANTITATIVE MASTER SERIES LLC	87,514	0	0	For
Eaton Vance	68,229	0	0	For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

6. Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year term and until their respective successors are elected and qualified: John F. Whipple, Jr.

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-21.

Combines 5 wordings of this item as funds reported it.

92% Majority: yes · of votes cast

FOR 92%8%

FOR: 37,373,187AGAINST: 3,102,177

COMMUNITY FINANCIAL SYSTEM INC.’s own tally for this item (“Elect Director: John F. Whipple, Jr.”): 37,373,187 for, 3,102,177 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 80 asset managers below cast 94% of the shares they voted on this item FOR (22,654,835 for, 1,433,664 against).

FOR 94%

FOR: 22,654,835 (94.0%)AGAINST: 1,433,664 (6.0%)ABSTAIN: 2,534 (0.0%)

Largest asset managers voting on “Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year ” at COMMUNITY FINANCIAL SYSTEM INC., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	6,247,128	3,183	0	For
BlackRock	5,672,777	0	0	For
Neuberger Berman	2,263,715	0	0	For
State Street	1,915,460	0	84	For
Dimensional	1,469,794	0	0	For
Fidelity	1,225,511	0	0	For
Calvert	0	1,187,536	0	Against
Charles Schwab	601,205	0	0	For
Invesco	251,006	0	0	For
AMERICAN BEACON FUNDS	225,988	0	0	For
Brighthouse	212,981	0	2,450	For
WisdomTree	199,735	0	0	For
TIAA	159,841	0	0	For
Goldman Sachs	149,313	0	0	For
Columbia Threadneedle	0	144,509	0	Against
Equitable	144,016	0	0	For
ProShares	136,114	0	0	For
Victory Capital	120,310	0	0	For
Bridge Builder Trust	23,621	96,527	0	Against
Virtus	116,021	0	0	For
Jackson National	109,799	0	0	For
Northern Trust	105,199	0	0	For
Segall Bryant & Hamill Trust	101,822	0	0	For
QUANTITATIVE MASTER SERIES LLC	87,514	0	0	For
Eaton Vance	68,229	0	0	For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

7. Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year term and until their respective successors are elected and qualified: John Parente

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-21.

Combines 5 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 39,560,879AGAINST: 952,449

COMMUNITY FINANCIAL SYSTEM INC.’s own tally for this item (“Elect Director: John Parente”): 39,560,879 for, 952,449 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 80 asset managers below cast 99.5% of the shares they voted on this item FOR (23,986,888 for, 101,611 against).

FOR 99.5%

FOR: 23,986,888 (99.6%)AGAINST: 101,611 (0.4%)ABSTAIN: 2,534 (0.0%)

Largest asset managers voting on “Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year ” at COMMUNITY FINANCIAL SYSTEM INC., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	6,247,136	3,175	0	For
BlackRock	5,672,777	0	0	For
Neuberger Berman	2,263,715	0	0	For
State Street	1,915,460	0	84	For
Dimensional	1,469,794	0	0	For
Fidelity	1,225,511	0	0	For
Calvert	1,187,536	0	0	For
Charles Schwab	601,205	0	0	For
Invesco	251,006	0	0	For
AMERICAN BEACON FUNDS	225,988	0	0	For
Brighthouse	212,981	0	2,450	For
WisdomTree	199,735	0	0	For
TIAA	159,841	0	0	For
Goldman Sachs	149,313	0	0	For
Columbia Threadneedle	144,509	0	0	For
Equitable	144,016	0	0	For
ProShares	136,114	0	0	For
Victory Capital	120,310	0	0	For
Bridge Builder Trust	23,621	96,527	0	Against
Virtus	116,021	0	0	For
Jackson National	109,799	0	0	For
Northern Trust	105,199	0	0	For
Segall Bryant & Hamill Trust	101,822	0	0	For
QUANTITATIVE MASTER SERIES LLC	87,514	0	0	For
Eaton Vance	68,229	0	0	For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

8. Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year term and until their respective successors are elected and qualified: Kerrie D. MacPherson

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-21.

Combines 6 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 39,559,342AGAINST: 976,317

COMMUNITY FINANCIAL SYSTEM INC.’s own tally for this item (“Elect Director: Kerrie D. MacPherson”): 39,559,342 for, 976,317 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 80 asset managers below cast 99.5% of the shares they voted on this item FOR (23,987,189 for, 101,394 against).

FOR 99.5%

FOR: 23,987,189 (99.6%)AGAINST: 101,394 (0.4%)ABSTAIN: 2,450 (0.0%)

Largest asset managers voting on “Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year ” at COMMUNITY FINANCIAL SYSTEM INC., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	6,247,136	3,175	0	For
BlackRock	5,672,777	0	0	For
Neuberger Berman	2,263,715	0	0	For
State Street	1,915,544	0	0	For
Dimensional	1,469,794	0	0	For
Fidelity	1,225,511	0	0	For
Calvert	1,187,536	0	0	For
Charles Schwab	601,205	0	0	For
Invesco	251,006	0	0	For
AMERICAN BEACON FUNDS	225,988	0	0	For
Brighthouse	212,981	0	2,450	For
WisdomTree	199,735	0	0	For
TIAA	159,841	0	0	For
Goldman Sachs	149,313	0	0	For
Columbia Threadneedle	144,509	0	0	For
Equitable	144,016	0	0	For
ProShares	136,114	0	0	For
Victory Capital	120,310	0	0	For
Bridge Builder Trust	23,621	96,527	0	Against
Virtus	116,021	0	0	For
Jackson National	109,799	0	0	For
Northern Trust	105,199	0	0	For
Segall Bryant & Hamill Trust	101,822	0	0	For
QUANTITATIVE MASTER SERIES LLC	87,514	0	0	For
Eaton Vance	68,229	0	0	For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

9. Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year term and until their respective successors are elected and qualified: Mark J. Bolus

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-21.

Combines 5 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 39,605,216AGAINST: 659,090

COMMUNITY FINANCIAL SYSTEM INC.’s own tally for this item (“Elect Director: Mark J. Bolus”): 39,605,216 for, 659,090 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 80 asset managers below cast 99.9% of the shares they voted on this item FOR (23,990,277 for, 2 against).

FOR 99.5%

FOR: 23,990,277 (99.6%)AGAINST: 2 (0.0%)ABSTAIN: 100,754 (0.4%)

Largest asset managers voting on “Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year ” at COMMUNITY FINANCIAL SYSTEM INC., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	6,250,308	2	1	For
BlackRock	5,672,777	0	0	For
Neuberger Berman	2,263,715	0	0	For
State Street	1,915,460	0	84	For
Dimensional	1,469,794	0	0	For
Fidelity	1,225,511	0	0	For
Calvert	1,187,536	0	0	For
Charles Schwab	601,205	0	0	For
Invesco	251,006	0	0	For
AMERICAN BEACON FUNDS	225,988	0	0	For
Brighthouse	212,981	0	2,450	For
WisdomTree	199,735	0	0	For
TIAA	159,841	0	0	For
Goldman Sachs	149,313	0	0	For
Columbia Threadneedle	144,509	0	0	For
Equitable	144,016	0	0	For
ProShares	136,114	0	0	For
Victory Capital	120,310	0	0	For
Bridge Builder Trust	23,621	0	96,527	Abstain
Virtus	116,021	0	0	For
Jackson National	109,799	0	0	For
Northern Trust	105,199	0	0	For
Segall Bryant & Hamill Trust	101,822	0	0	For
QUANTITATIVE MASTER SERIES LLC	87,514	0	0	For
Eaton Vance	68,229	0	0	For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

10. Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year term and until their respective successors are elected and qualified: Michele P. Sullivan

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-21.

Combines 5 wordings of this item as funds reported it.

99.0% Majority: yes · of votes cast

FOR 99.0%

FOR: 40,164,805AGAINST: 383,241

COMMUNITY FINANCIAL SYSTEM INC.’s own tally for this item (“Elect Director: Michele P. Sullivan”): 40,164,805 for, 383,241 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 80 asset managers below cast 99.9% of the shares they voted on this item FOR (24,088,582 for, 1 against).

FOR 99.9%

FOR: 24,088,582 (100.0%)AGAINST: 1 (0.0%)ABSTAIN: 2,450 (0.0%)

Largest asset managers voting on “Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year ” at COMMUNITY FINANCIAL SYSTEM INC., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	6,250,310	1	0	For
BlackRock	5,672,777	0	0	For
Neuberger Berman	2,263,715	0	0	For
State Street	1,915,544	0	0	For
Dimensional	1,469,794	0	0	For
Fidelity	1,225,511	0	0	For
Calvert	1,187,536	0	0	For
Charles Schwab	601,205	0	0	For
Invesco	251,006	0	0	For
AMERICAN BEACON FUNDS	225,988	0	0	For
Brighthouse	212,981	0	2,450	For
WisdomTree	199,735	0	0	For
TIAA	159,841	0	0	For
Goldman Sachs	149,313	0	0	For
Columbia Threadneedle	144,509	0	0	For
Equitable	144,016	0	0	For
ProShares	136,114	0	0	For
Victory Capital	120,310	0	0	For
Bridge Builder Trust	120,148	0	0	For
Virtus	116,021	0	0	For
Jackson National	109,799	0	0	For
Northern Trust	105,199	0	0	For
Segall Bryant & Hamill Trust	101,822	0	0	For
QUANTITATIVE MASTER SERIES LLC	87,514	0	0	For
Eaton Vance	68,229	0	0	For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

11. Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year term and until their respective successors are elected and qualified: Neil E. Fesette

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-21.

Combines 5 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 39,587,668AGAINST: 677,239

COMMUNITY FINANCIAL SYSTEM INC.’s own tally for this item (“Elect Director: Neil E. Fesette”): 39,587,668 for, 677,239 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 80 asset managers below cast 99.9% of the shares they voted on this item FOR (23,990,060 for, 219 against).

FOR 99.5%

FOR: 23,990,060 (99.6%)AGAINST: 219 (0.0%)ABSTAIN: 100,754 (0.4%)

Largest asset managers voting on “Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year ” at COMMUNITY FINANCIAL SYSTEM INC., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	6,250,308	2	1	For
BlackRock	5,672,777	0	0	For
Neuberger Berman	2,263,715	0	0	For
State Street	1,915,460	0	84	For
Dimensional	1,469,794	0	0	For
Fidelity	1,225,511	0	0	For
Calvert	1,187,536	0	0	For
Charles Schwab	601,205	0	0	For
Invesco	251,006	0	0	For
AMERICAN BEACON FUNDS	225,988	0	0	For
Brighthouse	212,981	0	2,450	For
WisdomTree	199,735	0	0	For
TIAA	159,841	0	0	For
Goldman Sachs	149,313	0	0	For
Columbia Threadneedle	144,509	0	0	For
Equitable	144,016	0	0	For
ProShares	136,114	0	0	For
Victory Capital	120,310	0	0	For
Bridge Builder Trust	23,621	0	96,527	Abstain
Virtus	116,021	0	0	For
Jackson National	109,799	0	0	For
Northern Trust	105,199	0	0	For
Segall Bryant & Hamill Trust	101,822	0	0	For
QUANTITATIVE MASTER SERIES LLC	87,514	0	0	For
Eaton Vance	68,229	0	0	For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

12. Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year term and until their respective successors are elected and qualified: Raymond C. Pecor, III

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-21.

Combines 5 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 39,698,078AGAINST: 850,040

COMMUNITY FINANCIAL SYSTEM INC.’s own tally for this item (“Elect Director: Raymond C. Pecor, III”): 39,698,078 for, 850,040 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 80 asset managers below cast 99.5% of the shares they voted on this item FOR (23,987,189 for, 101,394 against).

FOR 99.5%

FOR: 23,987,189 (99.6%)AGAINST: 101,394 (0.4%)ABSTAIN: 2,450 (0.0%)

Largest asset managers voting on “Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year ” at COMMUNITY FINANCIAL SYSTEM INC., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	6,247,136	3,175	0	For
BlackRock	5,672,777	0	0	For
Neuberger Berman	2,263,715	0	0	For
State Street	1,915,544	0	0	For
Dimensional	1,469,794	0	0	For
Fidelity	1,225,511	0	0	For
Calvert	1,187,536	0	0	For
Charles Schwab	601,205	0	0	For
Invesco	251,006	0	0	For
AMERICAN BEACON FUNDS	225,988	0	0	For
Brighthouse	212,981	0	2,450	For
WisdomTree	199,735	0	0	For
TIAA	159,841	0	0	For
Goldman Sachs	149,313	0	0	For
Columbia Threadneedle	144,509	0	0	For
Equitable	144,016	0	0	For
ProShares	136,114	0	0	For
Victory Capital	120,310	0	0	For
Bridge Builder Trust	23,621	96,527	0	Against
Virtus	116,021	0	0	For
Jackson National	109,799	0	0	For
Northern Trust	105,199	0	0	For
Segall Bryant & Hamill Trust	101,822	0	0	For
QUANTITATIVE MASTER SERIES LLC	87,514	0	0	For
Eaton Vance	68,229	0	0	For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

13. Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year term and until their respective successors are elected and qualified: Sally A. Steele

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-21.

Combines 5 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

FOR: 39,753,399AGAINST: 510,033

COMMUNITY FINANCIAL SYSTEM INC.’s own tally for this item (“Elect Director: Sally A. Steele”): 39,753,399 for, 510,033 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 80 asset managers below cast 99.9% of the shares they voted on this item FOR (23,990,277 for, 2 against).

FOR 99.5%

FOR: 23,990,277 (99.6%)AGAINST: 2 (0.0%)ABSTAIN: 100,754 (0.4%)

Largest asset managers voting on “Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year ” at COMMUNITY FINANCIAL SYSTEM INC., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	6,250,308	2	1	For
BlackRock	5,672,777	0	0	For
Neuberger Berman	2,263,715	0	0	For
State Street	1,915,460	0	84	For
Dimensional	1,469,794	0	0	For
Fidelity	1,225,511	0	0	For
Calvert	1,187,536	0	0	For
Charles Schwab	601,205	0	0	For
Invesco	251,006	0	0	For
AMERICAN BEACON FUNDS	225,988	0	0	For
Brighthouse	212,981	0	2,450	For
WisdomTree	199,735	0	0	For
TIAA	159,841	0	0	For
Goldman Sachs	149,313	0	0	For
Columbia Threadneedle	144,509	0	0	For
Equitable	144,016	0	0	For
ProShares	136,114	0	0	For
Victory Capital	120,310	0	0	For
Bridge Builder Trust	23,621	0	96,527	Abstain
Virtus	116,021	0	0	For
Jackson National	109,799	0	0	For
Northern Trust	105,199	0	0	For
Segall Bryant & Hamill Trust	101,822	0	0	For
QUANTITATIVE MASTER SERIES LLC	87,514	0	0	For
Eaton Vance	68,229	0	0	For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

14. Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year term and until their respective successors are elected and qualified: Savneet Singh

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-05-21.

Combines 5 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

FOR: 39,939,392AGAINST: 576,425

COMMUNITY FINANCIAL SYSTEM INC.’s own tally for this item (“Elect Director: Savneet Singh”): 39,939,392 for, 576,425 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 80 asset managers below cast 99.9% of the shares they voted on this item FOR (24,088,581 for, 1 against).

FOR 99.9%

FOR: 24,088,581 (100.0%)AGAINST: 1 (0.0%)ABSTAIN: 2,450 (0.0%)

Largest asset managers voting on “Election of Directors: Election of 12 director nominees proposed by the Board of Directors for a one (1) year ” at COMMUNITY FINANCIAL SYSTEM INC., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	6,250,309	1	0	For
BlackRock	5,672,777	0	0	For
Neuberger Berman	2,263,715	0	0	For
State Street	1,915,544	0	0	For
Dimensional	1,469,794	0	0	For
Fidelity	1,225,511	0	0	For
Calvert	1,187,536	0	0	For
Charles Schwab	601,205	0	0	For
Invesco	251,006	0	0	For
AMERICAN BEACON FUNDS	225,988	0	0	For
Brighthouse	212,981	0	2,450	For
WisdomTree	199,735	0	0	For
TIAA	159,841	0	0	For
Goldman Sachs	149,313	0	0	For
Columbia Threadneedle	144,509	0	0	For
Equitable	144,016	0	0	For
ProShares	136,114	0	0	For
Victory Capital	120,310	0	0	For
Bridge Builder Trust	120,148	0	0	For
Virtus	116,021	0	0	For
Jackson National	109,799	0	0	For
Northern Trust	105,199	0	0	For
Segall Bryant & Hamill Trust	101,822	0	0	For
QUANTITATIVE MASTER SERIES LLC	87,514	0	0	For
Eaton Vance	68,229	0	0	For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

15. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTESCompany result: Passed

Meeting held 2025-05-21.

97% Passed · of votes cast

FOR 97%

FOR: 39,208,889AGAINST: 1,232,650

The 12 asset managers below cast 99.8% of the shares they voted on this item FOR (300,348 for, 479 against).

FOR 99.8%

FOR: 300,348 (99.8%)AGAINST: 479 (0.2%)

Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at COMMUNITY FINANCIAL SYSTEM INC., 2024-2025
Asset manager	For	Against	Vote
ADAGE CAPITAL PARTNERS GP, L.L.C.	70,104	0	For
Rhumbline	62,114	0	For
JPMorgan	57,602	0	For
Janney Montgomery Scott LLC	51,251	0	For
Empower	40,567	0	For
Ausbil Investment Management Ltd	11,420	0	For
Steele Capital Management, Inc.	4,027	0	For
First Long Island Investors, LLC	1,297	0	For
HC CAPITAL TRUST	1,092	0	For
CLEARWATER INVESTMENT TRUST	600	0	For
Desjardins Global Asset Management Inc.	0	479	Against
Coyle Financial Counsel LLC	274	0	For

16. Advisory vote on executive compensation

SECTION 14A SAY-ON-PAY VOTESCompany result: Passed

Meeting held 2024-05-15 (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).

Combines 2 wordings of this item as funds reported it.

94% Passed · of votes cast

FOR 94%

FOR: 38,183,537AGAINST: 2,496,827

COMMUNITY FINANCIAL SYSTEM INC.’s own tally for this item (“Proposal 2: The Company's Shareholders approved, on a non-binding advisory basis, the Company's executive compensation programs, as described in the proxy statement, as set forth below:”): 38,183,537 for, 2,496,827 against — passed, per its Form 8-K (Item 5.07).

The 2 asset managers below cast 84% of the shares they voted on this item FOR (200 for, 38 against).

FOR 84%AGAINST 16%

FOR: 200 (84.0%)AGAINST: 38 (16.0%)

Largest asset managers voting on “Advisory vote on executive compensation” at COMMUNITY FINANCIAL SYSTEM INC., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
Ipswich Investment Management Co., Inc.	200	0	0	0	For
COLDSTREAM CAPITAL MANAGEMENT INC	0	38	0	0	Against

Largest COMMUNITY FINANCIAL SYSTEM INC. shareholders voting in 2024-2025

Ranked by the number of COMMUNITY FINANCIAL SYSTEM INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting.

Top COMMUNITY FINANCIAL SYSTEM INC. shareholders by shares voted, 2024-2025
#	Asset manager	Shares voted
1	BlackRock	7,303,798
2	Vanguard	6,399,298
3	Neuberger Berman	5,965,203
4	State Street	5,001,568
5	Calvert	2,466,705
6	Dimensional	1,709,010
7	Fidelity	1,348,083
8	Charles Schwab	1,250,387
9	GEODE CAPITAL MANAGEMENT, LLC	1,233,088
10	Federated Hermes	648,896

Shown as share counts, not percentages: no shares-outstanding figure has been matched to COMMUNITY FINANCIAL SYSTEM INC. for the 2024-2025 season, so there is no denominator to divide by.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At COMMUNITY FINANCIAL SYSTEM INC.'s shareholder meeting held 2025-05-21, in the 2024-2025 proxy season, 291 asset managers reported how they voted in their SEC Form N-PX filings, covering 4,433 separate fund positions. Their filings are grouped here into 16 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — ADVISORY VOTE ON EXECUTIVE COMPENSATION. — the proposal passed with 97% support of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). Source: COMMUNITY FINANCIAL SYSTEM INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission (filing date not recorded for this item).

COMMUNITY FINANCIAL SYSTEM INC. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.