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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 2015-06-10 Regulatory Filings
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
425 Filing
Regulatory Filings Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a Current Report used to announce significant events or other material information that occurs between periodic reports. The content includes a press release about a merger update, settlement of lawsuits, and forward-looking statements. It references a Proxy Statement and Registration Statement on Form S-4 related to the merger but does not contain detailed financial statements or comprehensive financial analysis itself. The document is primarily an announcement of events and updates related to a merger and legal settlements, not a full financial report or earnings release. Therefore, it fits best under the category of Regulatory Filings (RNS), which is the fallback for miscellaneous filings that do not fit other specific categories.
2015-06-10 English
2015 8K ANNUAL MEETING RESULTS
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is a Form 8-K filing dated May 20, 2015, reporting the results of the 2015 Annual Meeting of Shareholders. It details the voting outcomes for director elections, executive compensation advisory vote, and ratification of the independent auditor. The document also mentions a press release about the meeting results and a dividend declaration. The primary content is the official results from shareholder votes at the Annual General Meeting. The document length is 4059 characters, which is relatively short but contains detailed voting results, not just an announcement of a report. Therefore, it fits the category of Declaration of Voting Results & Voting Rights Announcements (DVA).
2015-05-26 English
424B3
Proxy Solicitation & Information Statement Classification · 100% confidence The document is a Proxy Statement/Prospectus filed pursuant to SEC rule 424(b)(3), related to a proposed merger between Oneida Financial Corp. and Community Bank System, Inc. It includes detailed information about the merger agreement, voting procedures for stockholders, executive compensation related to the merger, and other merger-related disclosures. The document is intended to solicit stockholder votes on the merger and related proposals. It is not a full annual or quarterly report, earnings release, or audit report. It is not a simple announcement but a comprehensive proxy solicitation document with detailed merger information. This fits the definition of a Proxy Solicitation & Information Statement (PSI).
2015-05-12 English
2015 10-Q 1ST QTR
Interim / Quarterly Report Q1 2015
2015-05-08 English
Regulatory Filings 2015
Regulatory Filings
2015-05-07 English
S-4/A
Regulatory Filings Classification · 95% confidence The document is a Pre-Effective Amendment No. 1 to a Registration Statement on Form S-4 filed with the SEC. Form S-4 is used for registration of securities in connection with mergers and acquisitions. The text references a merger agreement, registration fee calculations, and includes exhibits related to the merger. It is not a financial report, earnings release, or management discussion. It is a regulatory filing related to a merger transaction but is not itself a merger proxy statement or tender offer filing. Given the nature of the document as a registration statement amendment for securities issuance in a merger, the most appropriate classification is Regulatory Filings (RNS), as it does not fit the more specific M&A filings category (MA) which typically includes proxy statements or tender offer forms, nor is it a merger announcement or proxy solicitation. The document is detailed and substantive, not a brief announcement or certification, so RNS is appropriate rather than RPA or DEF 14A.
2015-05-01 English

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