{"filing":{"accession_number":"0001104659-26-068535","cik":"0000723188","ticker":"CBU","company_name":"COMMUNITY FINANCIAL SYSTEM, INC.","form":"8-K","filing_date":"2026-06-01","report_date":null,"primary_document":"tm2615918d1_8k.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/723188/000110465926068535/tm2615918d1_8k.htm"},"events":[{"id":7700,"run_id":6764,"accession_number":"0001104659-26-068535","anchor_item_number":"8.01","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.98,"summary":"The filing discloses completion of an acquisition by Community Bank, N.A. (the Company's wholly-owned subsidiary) of ClearPoint Federal Bank \u0026 Trust pursuant to a previously announced Agreement and Plan of Merger dated January 14, 2026. The target brings $1.5 billion in assets under management and a 9.7% three-year revenue CAGR, representing a material expansion of the Company's wealth management business. This is a completed material acquisition requiring disclosure under Item 1.01 or 2.01 of Form 8-K, though disclosed here under Item 8.01.","company_name":"COMMUNITY FINANCIAL SYSTEM, INC.","ticker":"CBU","filing_date":"2026-06-01","form":"8-K","submitted_at":null,"items":[{"id":3000,"accession_number":"0001104659-26-068535","item_number":"8.01","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.98,"reasoning":"The filing discloses completion of an acquisition by Community Bank, N.A. (the Company's wholly-owned subsidiary) of ClearPoint Federal Bank \u0026 Trust pursuant to a previously announced Agreement and Plan of Merger dated January 14, 2026. The target brings $1.5 billion in assets under management and a 9.7% three-year revenue CAGR, representing a material expansion of the Company's wealth management business. This is a completed material acquisition requiring disclosure under Item 1.01 or 2.01 of Form 8-K, though disclosed here under Item 8.01.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:14:23.526105+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":3000,"accession_number":"0001104659-26-068535","item_number":"8.01","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.98,"reasoning":"The filing discloses completion of an acquisition by Community Bank, N.A. (the Company's wholly-owned subsidiary) of ClearPoint Federal Bank \u0026 Trust pursuant to a previously announced Agreement and Plan of Merger dated January 14, 2026. The target brings $1.5 billion in assets under management and a 9.7% three-year revenue CAGR, representing a material expansion of the Company's wealth management business. This is a completed material acquisition requiring disclosure under Item 1.01 or 2.01 of Form 8-K, though disclosed here under Item 8.01.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:14:23.526105+00:00","company_name":"COMMUNITY FINANCIAL SYSTEM, INC.","ticker":"CBU","filing_date":"2026-06-01"}]}
