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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 2020-03-04 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 March 3, 2020. It reports the results of a Special Shareholders Meeting where the shareholders of Steuben Trust Corporation approved a merger with Community Bank System, Inc. The document includes a press release announcing the meeting results and merger approval. The content focuses on merger approval and related shareholder voting results, which aligns with announcements related to merger proposals or takeover bids. The document is not a full merger proxy statement or tender offer filing but an announcement of merger-related shareholder voting results. Therefore, the most appropriate classification is 'M&A Activity' (TAR). The document length is under 5,000 characters and contains substantive information about the merger event, not just a report publication announcement or regulatory filing. Hence, it is not RPA or RNS.
2020-03-04 English
425 Filing
Declaration of Voting Results & Voting Rights Announcements Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated March 3, 2020, reporting the results of a shareholder vote approving a merger. It specifically states that the shareholders of Steuben Trust Corporation voted overwhelmingly to approve the proposed merger with Community Bank System, Inc. The document includes a press release announcing the special meeting results. The key content is the announcement of the shareholder vote results related to a merger transaction. This fits the category of Declaration of Voting Results & Voting Rights Announcements (DVA), as it reports official voting outcomes from a shareholder meeting. The document length is 3921 characters, which is relatively short but contains substantive information about the vote results, not just a notice of report publication. Therefore, the appropriate classification is DVA with high confidence.
2020-03-04 English
10-K
Annual Report FY 2019
2020-03-02 English
Major Shareholding Notification 2020
Major Shareholding Notification
2020-02-13 English
SCHEDULE 13G/A
Major Shareholding Notification
2020-02-11 English
Major Shareholding Notification 2020
Major Shareholding Notification
2020-02-04 English

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