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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 2022-05-16 M&A Activity
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
FORM 8-K
M&A Activity Classification · 95% confidence The document is a Form 8-K Current Report filed with the SEC, dated May 13, 2022. It reports the completion of an acquisition (merger) of Elmira Savings Bank by Community Bank, N.A., including details of the transaction and reference to the Merger Agreement filed previously. The document includes a press release as an exhibit and signatures from the CFO. The content focuses on announcing the completion of a merger transaction rather than the merger proxy statement or tender offer filings. This fits the category of M&A Activity (TAR), which covers announcements and documents related to merger proposals or takeover bids. The document is not a full merger filing (MA), nor a general regulatory filing (RNS), but a specific announcement of a merger completion event.
2022-05-16 English
10-Q
Interim / Quarterly Report Q1 2022
2022-05-10 English
Major Shareholding Notification 2022
Major Shareholding Notification
2022-05-10 English
FORM 8-K
Remuneration Information Classification · 95% confidence The document is a Form 8-K current report filed with the SEC, dated May 5, 2022. It reports an amendment to the Community Bank System, Inc. 2022 Long-Term Incentive Plan and the filing of supplemental proxy materials related to the upcoming annual meeting. The content focuses on shareholder voting matters and amendments to a long-term incentive plan, which is typically related to executive compensation and shareholder approval. There is no detailed financial data or comprehensive report content such as an annual or quarterly report. The document is not a proxy statement itself but references the proxy statement and supplemental materials filed. Given the focus on amendments to an incentive plan and proxy materials, this filing is best classified under Remuneration Information (DEF 14A), which covers reports detailing compensation plans and related shareholder voting materials. The document length and content do not suggest it is a full proxy solicitation or annual report, but rather a current report on compensation plan amendments and proxy-related disclosures.
2022-05-05 English
DEFA14A
Remuneration Information Classification · 100% confidence The document is a Schedule 14A filing, specifically an amendment (Amendment No. 1) to a definitive proxy statement related to the 2022 Annual Shareholders Meeting of Community Bank System, Inc. It discusses changes to the 2022 Long-Term Incentive Plan, including the reduction of authorized shares for issuance. The content is focused on soliciting shareholder approval for equity compensation plans and includes detailed plan provisions and rationale for the proposal. Proxy statements and their amendments are classified under Remuneration Information (DEF 14A) filings, as they detail executive and director compensation plans and related shareholder voting materials. The document is not an annual report, earnings release, or other financial report but a proxy solicitation and remuneration-related filing.
2022-05-05 English
FORM 8-K
Board/Management Information Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated April 28, 2022. The content focuses on the departure and retirement of an executive officer, George J. Getman, including details about his resignation, transition, and amendment to his employment agreement. There is no financial data or report content; rather, it is an announcement of management changes. The key section is Item 5.02, which relates to departure and appointment of officers. This matches the category for Board/Management Information (MANG). The document length is 6505 characters, which is sufficient for a detailed announcement but does not contain financial statements or earnings data. Therefore, the correct classification is MANG with high confidence.
2022-04-29 English

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