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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 2016-11-09 Interim / Quarterly Rep…
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
10 Q 3RD QTR
Interim / Quarterly Report Q3 2016
2016-11-09 English
M&A Activity 2016
M&A Activity Classification · 100% confidence The document is a Form 8-K current report filed with the SEC, dated October 22, 2016. It details the entry into a material definitive agreement, specifically a merger agreement between Community Bank System, Inc. and Merchants Bancshares, Inc. The content includes detailed terms of the merger, conditions precedent, stock consideration, and other merger-related information. It also references the filing of a Registration Statement on Form S-4 and a proxy statement related to the merger. The document is not a full annual or quarterly report, nor is it a transcript or earnings release. It is a regulatory filing announcing a significant corporate transaction (merger) and related agreements. Given the detailed merger agreement disclosure and the nature of the filing (Form 8-K), the appropriate classification is M&A Activity (TAR).
2016-10-27 English
425 Filing
Regulatory Filings
2016-10-27 English
8K FOR Q3 2016
Earnings Release Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated October 24, 2016. It includes an announcement of quarterly results for Q3 2016 under Item 2.02, which is typically used for earnings releases or results of operations announcements. It also includes a joint press release about a definitive agreement for an acquisition under Item 8.01, and an investor presentation attached as exhibits. The document length is 3555 characters, which is relatively short and consistent with a current report rather than a full quarterly or annual report. The presence of a press release announcing quarterly results and an investor presentation indicates this is primarily an earnings release type filing. Therefore, the most appropriate classification is Earnings Release (ER).
2016-10-24 English
425 Filing
Regulatory Filings
2016-10-24 English
PRIMARY DOCUMENT
Director's Dealing
2016-10-12 English

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