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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 2023-01-19 Director's Dealing
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
PRIMARY DOCUMENT
Director's Dealing
2023-01-19 English
PRIMARY DOCUMENT
Director's Dealing
2023-01-05 English
PRIMARY DOCUMENT
Director's Dealing
2023-01-04 English
PRIMARY DOCUMENT
Director's Dealing
2023-01-04 English
FORM 8-K
Board/Management Information Classification · 95% confidence The document is a Form 8-K current report filed with the SEC, dated December 14, 2022. It reports amendments to the company's bylaws regarding director retirement age and announces the approval of a new stock repurchase program. The content focuses on governance changes and capital activity but does not contain comprehensive financial statements or detailed financial analysis. The document includes exhibits of amended bylaws and a marked copy showing revisions. Since it is a current report announcing governance amendments and a share repurchase authorization, it fits best under Board/Management Information (MANG) for the bylaw amendment and Capital/Financing Update (CAP) for the stock repurchase program. However, the primary focus and majority of the content is on the bylaw amendment and board-related changes, with the repurchase program being an authorization announcement rather than a detailed financial report. Given the prominence of the bylaw amendment and board decisions, the classification as Board/Management Information (MANG) is most appropriate. The document is not a full annual or quarterly report, nor is it a proxy or voting result announcement. It is not a regulatory filing fallback since it clearly reports substantive governance changes and capital program approval. Confidence is high due to clear identification of the document as a Form 8-K with specific governance and capital update items.
2022-12-19 English
PRIMARY DOCUMENT
Director's Dealing
2022-12-19 English

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