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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 2011-04-11 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, dated April 11, 2011, reporting the closing of an acquisition (The Wilber Corporation) by Community Bank System, Inc. It includes a press release as an exhibit. Form 8-K filings are current reports used to announce major events such as acquisitions. This is not a full annual or quarterly report, nor is it a transcript or detailed financial report. The content clearly relates to M&A activity, specifically the closing of an acquisition. Therefore, the appropriate classification is 'M&A Activity' (TAR). The document length is short and it is a current report, not a report publication announcement or certification, so it fits the M&A Activity category with high confidence.
2011-04-11 English
8-K Filing
Legal Proceedings Report Classification · 95% confidence The document is a Form 8-K Current Report filed with the SEC, dated March 28, 2011. It reports on legal proceedings related to the dismissal of lawsuits challenging a merger between Community Bank System, Inc. and The Wilber Corporation. The content focuses on court decisions, motions, and shareholder approval of the merger, but does not contain financial statements or detailed financial data. It is primarily an update on legal matters and merger-related events. Therefore, it fits best under Legal Proceedings Report (LTR). The document is not a full annual or quarterly report, nor is it a proxy statement or merger filing itself, but a legal update related to the merger.
2011-04-01 English
8-K Filing
M&A Activity Classification · 95% confidence The document is a Form 8-K Current Report filed with the SEC, dated March 25, 2011. It announces that shareholders of Wilber Corporation approved a merger agreement with Community Bank System, Inc., and that regulatory approvals have been obtained. It also mentions the scheduled closing date and the mailing of merger consideration election materials. The document includes a press release as an exhibit. The content focuses on merger-related announcements and approvals, not the merger proxy statement or tender offer filings themselves. Given the nature of the announcement about merger approval and regulatory clearance, this fits best under M&A Activity (TAR) category, which covers announcements and documents related to merger proposals or takeover bids. The document is not a full merger filing (MA), nor a proxy solicitation (PSI), but an 8-K announcement of merger progress and approvals. Confidence is high due to clear merger-related content and SEC Form 8-K context.
2011-03-28 English
4 Filing
Director's Dealing
2011-03-24 English
4 Filing
Director's Dealing
2011-03-24 English
4 Filing
Director's Dealing
2011-03-24 English

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