Skip to main content
COMMUNITY FINANCIAL SYSTEM, INC. logo

COMMUNITY FINANCIAL SYSTEM, INC. — Investor Relations & Filings

Ticker · CBU ISIN · US2036071064 LEI · 5299008N6YHE6GCP1E80 US Financial and insurance activities
Open in API
Filings indexed 1,656 across all filing types
Latest filing 2019-01-25 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
8-K
M&A Activity Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated January 21, 2019, reporting a significant corporate event: the entry into an Agreement and Plan of Merger between Community Bank System, Inc. and Kinderhook Bank Corp. The text details the terms of the merger agreement, conditions for completion, shareholder voting, regulatory approvals, and termination rights. It also references the forthcoming proxy statement related to the merger. The document is not a full annual or quarterly report, nor is it an earnings release or audit report. It is a current report disclosing a material event, specifically a merger agreement. This fits the category of M&A Activity (TAR), which covers announcements and documents related to merger proposals or takeover bids. The document is substantive and over 11,000 characters, containing detailed merger information, not just an announcement of a report or a proxy solicitation. Therefore, the correct classification is TAR with high confidence.
2019-01-25 English
Major Shareholding Notification 2019
Major Shareholding Notification
2019-01-24 English
FORM 8-K
Earnings Release Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated January 23, 2019. It announces the results of operations for the quarter ended December 31, 2018, and includes a press release as Exhibit 99. The text states that the information is furnished under Item 2.02 (Results of Operations and Financial Condition) and is a public announcement of quarterly financial results. The document is relatively short (3481 characters) and primarily serves as a current report announcing quarterly earnings results rather than a full detailed financial report. This fits the definition of an Earnings Release (ER), which is the initial announcement of quarterly/periodical financial results with key highlights only. Therefore, the appropriate classification is ER with high confidence.
2019-01-23 English
8-K
Merger & Acquisition Classification · 100% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce major events. The text specifically mentions a definitive agreement for an acquisition between Community Bank System, Inc. and Kinderhook Bank Corp. It includes a joint press release and an investor presentation as exhibits. The presence of a merger agreement announcement and related investor presentation indicates this filing relates to merger and acquisition activity. The document is not a full annual or quarterly report, nor is it a simple announcement of a report publication. It is a current report disclosing a significant corporate event, specifically a merger/acquisition. Therefore, the appropriate classification is Merger & Acquisition (MA).
2019-01-22 English
PRIMARY DOCUMENT
Director's Dealing
2019-01-10 English
PRIMARY DOCUMENT
Director's Dealing
2019-01-10 English

Browse filings by year

17 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.