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COMMUNITY FINANCIAL SYSTEM, INC. — Investor Relations & Filings

Ticker · CBU ISIN · US2036071064 LEI · 5299008N6YHE6GCP1E80 US Financial and insurance activities
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Filings indexed 1,656 across all filing types
Latest filing 2024-07-17 Capital/Financing Update
Country US United States of America
Listing US CBU

About COMMUNITY FINANCIAL SYSTEM, INC.

https://communityfinancialsystem.com/co…

Community Financial System, Inc. is a diversified financial services company focused on four main business lines: banking, employee benefit services, insurance, and wealth management. Its banking subsidiary, Community Bank, N.A., is among the 100 largest banking institutions in the U.S., operating approximately 200 facilities. The company's Benefit Plans Administrative Services, Inc. (BPAS) subsidiary is a national provider of employee benefits administration, trust services, and actuarial consulting. Insurance services are delivered through its subsidiary, OneGroup NY, Inc., a top U.S. insurance agency. The company also offers comprehensive financial planning, trust administration, and wealth management services through its Nottingham Financial Group operating unit.

Recent filings

Filing Released Lang Actions
S-8
Capital/Financing Update Classification · 95% confidence The document is a Form S-8 Registration Statement filed with the SEC, which is used to register securities to be offered under employee benefit plans. It includes detailed information about the registration of additional shares under various compensation plans for directors and employees. The document references incorporation by reference of other filings such as the Annual Report on Form 10-K and Quarterly Reports on Form 10-Q, but itself is a registration statement for securities issuance under compensation plans. This type of filing is related to capital raising through share issuance under employee plans, which fits the category of Capital/Financing Update (CAP). The document is not an annual report, earnings release, or proxy statement, but a registration statement for securities issuance. Therefore, the correct classification is CAP with high confidence.
2024-07-17 English
S-8
Regulatory Filings Classification · 95% confidence The document is a Form S-8 Registration Statement filed with the SEC, which is used to register securities to be offered under employee benefit plans such as stock option plans. It references incorporation by reference of the company's Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, Current Reports on Form 8-K, and other filings, but the document itself is a registration statement for securities issuance under a long-term incentive plan. It is not an annual report, earnings release, or other financial report, nor is it an announcement of a report. The Form S-8 is a specific SEC registration filing related to securities issuance under employee plans, which falls under the category of Regulatory Filings (RNS) as it does not fit into other specific categories like capital updates or proxy statements. The document length and content confirm it is a full registration statement, not a brief announcement or certification.
2024-07-17 English
FORM 11-K
Annual Report Classification · 100% confidence The document is titled FORM 11-K and is an annual report pursuant to Section 15(d) of the Securities Exchange Act of 1934 for the fiscal year ended December 31, 2023. It contains detailed financial statements and supplemental schedules for the Community Bank System, Inc. 401(k) Employee Stock Ownership Plan, including audited financial statements, notes, and auditor's opinion. The presence of comprehensive financial data, audit reports, and plan details confirms this is the actual annual report filing for an employee benefit plan under SEC Form 11-K, which is a specific type of annual report for employee stock ownership plans and similar benefit plans. Therefore, the correct classification is Annual Report (10-K) category, as Form 11-K is a type of annual report filed with the SEC, distinct from other filings like audit reports or regulatory announcements.
2024-06-25 English
PRIMARY DOCUMENT
Director's Dealing
2024-06-21 English
PRIMARY DOCUMENT
Director's Dealing
2024-06-21 English
PRIMARY DOCUMENT
Director's Dealing
2024-06-13 English

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