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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 2020-05-19 Investor Presentation
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
Investor Presentation Classification · 95% confidence The document is a Form 8-K current report filed with the SEC, dated May 19, 2020. It states that the company made available a presentation intended for use in future meetings with investors, analysts, and shareholders, including the Annual Meeting of Shareholders. The presentation is furnished as Exhibit 99.1 and is also available on the company's investor relations website. The document explicitly mentions that the information is being furnished under Item 7.01 Regulation FD Disclosure and is not "filed" for purposes of Section 18 of the Exchange Act. The document length is 4431 characters, which is relatively short and primarily serves as an announcement of the availability of the presentation rather than the presentation itself. According to the "Menu vs Meal" rule, this is an announcement of a report (the presentation) rather than the report itself. Therefore, the appropriate classification is Investor Presentation (IP).
2020-05-19 English
425 Filing
Regulatory Filings
2020-05-19 English
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, 2020. It announces regulatory approvals for a proposed merger and provides information about the merger process, including references to a proxy statement/prospectus filed on Form S-4. The document includes a press release as an exhibit and contains forward-looking statements typical of merger announcements. It does not contain detailed financial statements or comprehensive financial analysis but serves as an announcement of a significant corporate event related to a merger. The presence of the Form 8-K and the nature of the content indicate this is an M&A Activity announcement rather than a full merger filing or proxy statement itself. Therefore, the appropriate classification is M&A Activity (TAR).
2020-05-13 English
425 Filing
Regulatory Filings
2020-05-13 English
10-Q
Interim / Quarterly Report Q1 2020
2020-05-11 English
DEFA14A
Proxy Solicitation & Information Statement Classification · 95% confidence The document is a Supplement to the Notice of the 2020 Annual Meeting of Shareholders and Proxy Statement dated April 1, 2020, for the Annual Meeting to be held on May 20, 2020. It provides updated information about the change in the meeting format from in-person to virtual-only due to COVID-19. The document is clearly related to proxy materials and shareholder meeting logistics, not the actual proxy statement or annual report itself. It is a definitive additional material supplementing the proxy statement, which fits the category of Proxy Solicitation & Information Statement (PSI). The document length (8047 characters) and content confirm it is not a full annual report or earnings release but a proxy-related filing. Therefore, the appropriate classification is DEF 14A (Remuneration Information) or PSI. However, since this is a supplement to the proxy statement and not specifically about remuneration, the best fit is PSI (Proxy Solicitation & Information Statement).
2020-04-29 English

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