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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 2026-06-01 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
FORM 8-K
M&A Activity Classification · 88% confidence The document is a Form 8-K “Current Report” filed under the Securities Exchange Act to announce the closing of an acquisition (Item 8.01 “Other Events”)—specifically the completion of a merger/acquisition transaction. This fits the definition of M&A Activity (“Announcements and documents related to merger proposals or takeover bids”). It is not a proxy statement or tender‐offer filing itself (which would be MA), but a straightforward event announcement. Therefore, the correct classification is TAR (M&A Activity).
2026-06-01 English
FORM 8-K
Declaration of Voting Results & Voting Rights Announcements Classification · 90% confidence The document is a Form 8-K (Current Report) filed by the company to report the submission of matters to a vote of security holders at its Annual Shareholders Meeting on May 20, 2026. It provides detailed tabulated voting results for (1) director elections, (2) advisory approval of executive compensation, and (3) ratification of auditor. This corresponds exactly to the definition of a Declaration of Voting Results & Voting Rights Announcement (Code: DVA).
2026-05-22 English
8-K - COMMUNITY FINANCIAL SYSTEM, INC. (0000723188) (Filer)
Report Publication Announcement Classification · 85% confidence The document is a Form 8-K current report (Item 7.01 Regulation FD Disclosure) that briefly states the company has posted an investor presentation on its website and provides a link. It does not include the presentation itself or substantive financial content, but merely announces its publication. Under the “menu vs meal” rule, this is a report publication announcement rather than the report (Investor Presentation) itself.
2026-05-13 English
10-Q
Interim / Quarterly Report Q1 2026
2026-05-08 English
Major Shareholding Notification 2026
Major Shareholding Notification
2026-05-06 English
Major Shareholding Notification 2026
Major Shareholding Notification
2026-04-29 English

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