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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 2012-07-24 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 Filing
M&A Activity Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce major events. The content describes the completion of an acquisition of 16 branches from HSBC Bank USA by Community Bank System, Inc. It includes details about the transaction such as net deposits acquired, loans, and premium paid. There are no financial statements or pro forma financial information included, and the document is relatively short (3498 characters). This is a typical announcement of a transaction event rather than a full merger proxy statement or detailed merger filing. The document fits the category of M&A Activity announcements, which cover merger proposals or takeover bids and related transactions. Therefore, the appropriate classification is TAR (M&A Activity).
2012-07-24 English
4 Filing
Director's Dealing
2012-07-24 English
4 Filing
Director's Dealing
2012-07-24 English
4 Filing
Director's Dealing
2012-07-23 English
4 Filing
Director's Dealing
2012-07-03 English
11-K Filing
Annual Report Classification · 95% confidence The document is a Form 11-K filed with the SEC, which is an annual report for employee stock purchase, savings, and similar plans. It includes detailed financial statements and notes for the Community Bank System, Inc. 401(k) Employee Stock Ownership Plan for the fiscal year ended December 31, 2011. The content includes audited financial statements, notes, and supplemental schedules, indicating it is a comprehensive annual report rather than a brief announcement or certification. The presence of detailed financial data and audit opinion confirms it is a full annual report for the plan, which aligns with the definition of an Annual Report (10-K) type filing in this context, as 11-K is a type of annual report for employee benefit plans. Therefore, the appropriate classification is Annual Report (10-K).
2012-06-26 English

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