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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 2015-03-03 Director's Dealing
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
PRIMARY DOCUMENT
Director's Dealing
2015-03-03 English
PRIMARY DOCUMENT
Director's Dealing
2015-03-03 English
PRIMARY DOCUMENT
Director's Dealing
2015-03-03 English
2014 10K
Annual Report FY 2014
2015-03-02 English
2015 8K PRESS RELEASE MERGER
M&A Activity Classification · 95% confidence The document is a Form 8-K current report filed with the SEC, dated February 24, 2015. It announces the entry into a material definitive agreement, specifically a merger agreement between Community Bank System, Inc. and Oneida Financial Corp. The content details the terms of the merger, including consideration, board appointments, voting agreements, and termination rights. It also references the forthcoming filing of a proxy statement on Form S-4 related to the merger. The document includes a joint press release and presentation slides as exhibits. This type of filing is a regulatory announcement of a merger transaction, not the merger proxy statement itself or a full merger communication filing like DEFM14A. The document is primarily an announcement of the merger agreement and related information, fitting the category of M&A Activity filings. Therefore, the appropriate classification is TAR (M&A Activity). The document length (12,503 characters) supports it being a substantive announcement rather than a brief notice or certification.
2015-02-25 English
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 major events that shareholders should know about. The text describes the entry into a material definitive agreement, specifically a merger agreement between Oneida Financial Corp. and Community Bank System, Inc. It details the terms of the merger, stockholder voting agreements, and regulatory filing plans related to the merger. There are no financial statements or detailed financial data presented, only a description of the merger transaction and related agreements. The document is not a full annual or quarterly report, nor is it a proxy statement or voting results announcement. It is a regulatory filing announcing a significant corporate event (merger agreement) and related information. Therefore, the appropriate classification is Regulatory Filings (RNS). The confidence in this classification is high given the clear identification of the document as a Form 8-K current report and the content focused on merger announcement and related disclosures without detailed financial data or proxy materials.
2015-02-25 English

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