{"filings":[{"id":678157,"accession_number":"0001104659-26-066622","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2026-05-27T12:50:31+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Shareholders approve increase in equity plan to 300,000 shares at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Amendment to 2023 Equity Incentive Plan increases maximum shares issuable to 300,000, approved by 5.4M votes for.","Four directors elected: Sandra Bodnyk, Joseph Coccia, Joseph DeNaples, Ronald Kukuchka, each with >5.6M votes for.","Say-on-pay advisory vote passed: 5.63M for, 0.16M against, 1.7M broker non-votes.","Advisory vote on frequency selected 'every year' with 5.06M votes; two-year and three-year received far fewer.","Ratification of Baker Tilly US, LLP as independent auditor for FY 2026 approved with 7.49M votes for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":470878,"accession_number":"0001104659-26-062531","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2026-05-15T20:09:45+00:00","items":["7.01","9.01"],"status":"ready","headline":"Q1 2026 investor presentation filed; no specific financial metrics disclosed in 8-K","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Management to hold investor meetings during 2026; presentation posted on IR website.","Presentation dated May 2026; no Q1 revenue, EPS, or balance sheet numbers included in filing.","Company is a Pennsylvania bank holding company; ticker PFIS on Nasdaq.","Disclaimer notes non-GAAP measures and forward-looking statements in the presentation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90967,"accession_number":"0001104659-26-052951","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peoples Financial Services Q1 net income $14.7M ($1.47 EPS), down from $15.0M ($1.49 EPS) YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $14.7M ($1.47 diluted) vs $15.0M ($1.49) in Q1 2025; ROAA 1.15% vs 1.22%, ROAE 11.26% vs 12.70%.","Provision for credit losses increased due to strong loan growth; net interest and non-interest income rose.","CEO cites disciplined expense management, credit oversight, and investment in capabilities for sustainable growth.","Non-GAAP metrics: adjusted EPS not provided; operating environment described as challenging but stable."],"consensus_eps_estimate":null,"consensus_eps_actual":1.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90966,"accession_number":"0001104659-26-039162","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2026-04-02T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Peoples Financial appoints Champi President; Tulaney retires with consulting deal","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Gerard A. Champi appointed President of Peoples and Peoples Bank effective April 3, 2026, succeeding retiring Thomas P. Tulaney; Champi remains CEO.","Accelerated vesting of 207 restricted shares and 709 RSUs for Tulaney; company vehicle transferred upon retirement.","Peoples Bank entered consulting agreement with Tulaney at $8,000/month for advisory services; either party may terminate with 30 days notice.","Director Elisa Zúñiga Ramirez will not stand for reelection at 2026 annual meeting; board size reduced to 14 (Peoples) and 15 (Peoples Bank).","No disagreement cited for director departure; changes effective at 2026 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100832,"accession_number":"0001104659-26-028580","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2026-03-16T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Peoples Financial Services Corp. provides 2025 investor presentation; no material new disclosures","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Company filed an 8-K announcing availability of an investor presentation for 2026 meetings.","Presentation contains only general information, disclaimers, and non-substantive content; no specific financial figures or guidance disclosed.","No changes in operations, strategy, or financial condition reported in the filing or appended exhibit.","Management notes presentations will be used during investor meetings; no obligation to update information."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100831,"accession_number":"0001104659-26-008637","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2026-01-30T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Peoples Financial Services Corp. Announces Retirement of President Thomas P. Tulaney","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Thomas P. Tulaney will retire as President of PFIS and President and Director of Peoples Security Bank and Trust on April 3, 2026.","Mr. Tulaney has over 40 years of banking experience and was appointed President effective January 1, 2025.","Post-retirement, Mr. Tulaney is expected to serve as a Senior Advisor to assist in leadership transition and strategy.","CEO Gerard A. Champi is anticipated to also assume the role of President upon Mr. Tulaney's retirement.","The retirement announcement was made via press release on January 30, 2026, and filed as an 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100830,"accession_number":"0001104659-26-008627","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2026-01-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peoples Financial Services Corp. announces Q4 and full-year 2025 results","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Press release issued on January 30, 2026, covering three months and year ended Dec 31, 2025.","Detailed financial figures are in the attached Exhibit 99.1 but were not provided in this filing excerpt.","No specific earnings per share, revenue, or other metrics are available in the furnished text."],"consensus_eps_estimate":null,"consensus_eps_actual":5.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117133,"accession_number":"0001104659-25-124540","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2025-12-29T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Peoples Financial Services completes $78.6M investment portfolio repositioning, expects $2.8M income improvement","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sold $78.6M book value of low-yield U.S. Treasury AFS bonds (weighted avg yield 1.18%, life 1.2 years) for net proceeds ~$76.1M.","Realized after-tax loss of $1.85M in Q4 2025; proceeds used to buy higher-yield AFS securities (avg yield 4.67%, duration 10.5 years).","Expects to recover the loss in ~10 months and improve interest income by ~$2.8M over next 12 months.","Transaction had no impact on stockholders' equity or book value per share; capital levels remain well above well-capitalized thresholds."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117132,"accession_number":"0001104659-25-107446","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Peoples Financial Services publishes Q3 2025 investor presentation","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Company furnished Q3 2025 investor presentation as Exhibit 99.1 to Form 8-K.","Presentation available on investor relations section of company website.","No specific financial results or guidance extracted from presentation text provided.","Management anticipates meetings with investors during 2025 as per Item 7.01 disclosure.","Presentation contains forward-looking statements and non-GAAP measures; no data on core performance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117131,"accession_number":"0001104659-25-104365","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peoples Financial Services Corp. issues Q3 2025 results press release; details not in filing body","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Press release dated October 30, 2025, announces unaudited results for Q3 and nine months ended September 30, 2025.","No specific financial figures (revenue, EPS, etc.) are included in this 8-K; they are in the attached exhibit not provided.","The press release is filed as Exhibit 99.1 and incorporated by reference; no further news is discernible without it."],"consensus_eps_estimate":1.5739,"consensus_eps_actual":4.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133583,"accession_number":"0001104659-25-087826","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2025-09-05T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Peoples Financial Services adopts severance plan for CEO and leadership team with CIC benefits up to 36 months","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO (Tier I): non-CIC severance = 18 months base salary; CIC = 36 months base + 2.99x target bonus; COBRA for 18/36 months.","Tier II (CFO, Pres, CBO, CRO, CIO, GC, COO, CHRO, CLO): non-CIC = 12 months base; CIC = 24 months base + 2x target bonus.","Tier III (CAO, Market Presidents, Trust Admin Leader, etc.): non-CIC = 12 months base; CIC = 12 months base + 1x target bonus.","Plan effective Sept 2, 2025; benefits require signed release and 12-month non-solicitation; offsets if rehired.","Outplacement services up to $10k for 6 months offered through nationally recognized firm."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133582,"accession_number":"0001104659-25-081899","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2025-08-22T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Peoples Financial files Q2 2025 investor presentation; no specific data in provided text","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Exhibit 99.1 is an investor presentation; only the disclaimer and introductory language are provided.","Presentation covers Q2 2025 but actual financial figures or guidance are not extractable.","Company anticipates investor meetings in 2025; no additional material updates disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133581,"accession_number":"0001558370-25-009850","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peoples Financial Services (PFIS) announces Q2 2025 earnings; no figures in filing","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Press release dated July 31, 2025 issued for Q2 2025 results; exhibit not provided.","Specific EPS, revenue, or balance sheet data are not available from this filing.","Investors should refer to the full press release for financial details."],"consensus_eps_estimate":null,"consensus_eps_actual":3.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150268,"accession_number":"0001104659-25-063613","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2025-06-27T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Peoples Security Bank to purchase Moosic, PA property for $19.5M plus $3M renovations","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Purchase price of $19.5M for real property at 30 E.D. Preate Drive, Moosic, PA.","Additional $3M payment for roof replacement, parking lot upgrades, office improvements, HVAC, and boiler.","Up to $500,000 for office fit-out costs; closing no later than June 30, 2026.","Bank currently leases a portion of the Property; all leases will be assigned to Purchaser at closing.","Agreement includes 'as-is' sale, with Seller making no representations beyond limited warranties."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150267,"accession_number":"0001104659-25-057415","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Peoples FS closes $85M 7.75% subordinated note offering; oversubscribed and upsized","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $85M of 7.75% Fixed-to-Floating Subordinated Notes due 2035; fixed rate until June 2030 then SOFR+411bps quarterly.","Proceeds to redeem existing subordinated debt and for general corporate purposes; qualifies as Tier 2 regulatory capital.","Offering oversubscribed and upsized due to strong investor demand; sole placement agent Performance Trust Capital Partners.","CEO cited strong execution on FNCB merger; management noted disciplined capital management approach."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150266,"accession_number":"0001104659-25-056016","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2025-06-03T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Peoples Financial amends bylaws to clarify CEO and President roles, Executive Committee","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board approved Third Amended and Restated Bylaws effective May 30, 2025.","Section 19.1 clarified that different individuals may hold CEO and President; references to President include CEO.","Section 13.2 clarified Executive Committee composition if CEO and President are different; non-director officers have no voting rights or quorum count."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150265,"accession_number":"0001104659-25-055758","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2025-06-03T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"PFIS furnishes Q1 2025 investor presentation; no specific results disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["On June 3, 2025, PFIS furnished a Q1 2025 investor presentation as Exhibit 99.1.","Presentation will be available on IR website; no financial data or guidance is included in this filing.","Filing is procedural under Item 7.01; company disclaims any obligation to update the information."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150264,"accession_number":"0001104659-25-054591","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2025-05-30T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Peoples Financial Services to redeem all $33M of 5.375% Subordinated Notes due 2030 on June 30, 2025","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Voluntary redemption of all $33,000,000 of 5.375% Fixed to Floating Subordinated Notes Due 2030.","Redemption effective June 30, 2025; no principal will remain outstanding after redemption.","Redemption is permitted under the optional redemption provisions of the Notes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150263,"accession_number":"0001104659-25-047334","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2025-05-12T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Peoples Financial annual meeting fails to pass bylaw amendment limiting director/officer liability","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Five directors elected for three-year terms: Aubrey, Bracey, DeNaples, Eckel, Wright – each with >5.5M votes for.","Advisory say-on-pay passed with 5.24M for, 373K against, 118K abstain.","Ratification of Baker Tilly US, LLP as auditor passed with 7.34M for, 84K against.","Bylaw amendment to limit director/officer liability failed: 5.22M for, 456K against, 1.75M broker non-votes; required 75% of all votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150262,"accession_number":"0001558370-25-006055","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peoples Financial Services Corp. announces Q1 2025 results; no figures in filing","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Press release issued May 1, 2025 covering unaudited Q1 2025 financial results.","Specific revenue, EPS, and balance sheet numbers not included in the 8-K text.","No guidance or material non-financial events disclosed in the filing.","Standard 8-K filing with reference to Exhibit 99.1 only."],"consensus_eps_estimate":null,"consensus_eps_actual":1.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150261,"accession_number":"0001104659-25-031200","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2025-04-02T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Peoples Financial appoints Stephanie Westington as Chief Accounting Officer effective April 1","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Stephanie A. Westington, CPA, named SVP and Chief Accounting Officer effective April 1, 2025.","Westington previously served as SVP Chief Profitability Officer since July 2024 merger with FNCB.","James M. Bone, Jr., who had been principal accounting officer since March 31, will cease in that role.","No new material plan, contract, or award entered in connection with her appointment.","Westington, 59, is a licensed CPA with prior banking and accounting leadership experience."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169271,"accession_number":"0001558370-25-000691","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2025-02-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peoples Financial Services Corp. reports Q4 and FY 2024 results; press release not provided in filing text","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Filed 8-K on Feb 6, 2025 under Item 2.02 for unaudited results through Dec 31, 2024.","Press release attached as Exhibit 99.1 but not included in the provided filing text.","No specific financial figures or commentary available from the given excerpt."],"consensus_eps_estimate":null,"consensus_eps_actual":0.99,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169270,"accession_number":"0001104659-25-009129","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2025-02-04T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Peoples Financial Services appoints new CFO and COO effective March 31, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["James M. Bone, Jr., CPA named CFO; John R. Anderson, III named COO, effective March 31, 2025.","Bone previously EVP/COO; Anderson previously EVP/CFO of PFIS and its bank subsidiary.","Bone's employment agreement provides $290,000 base salary, two-year severance, and change-in-control benefits.","No material plans or grants were altered in connection with the role changes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186305,"accession_number":"0001104659-24-115110","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Peoples Financial posts investor presentation for Q3 2024 earnings","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Investor presentation covering Q3 2024 earnings is furnished as Exhibit 99.1 and posted on company IR site.","No specific financial figures from the presentation are included in the 8-K text.","Presentation materials contain forward-looking statements as of November 7, 2024; company disclaims update obligation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186304,"accession_number":"0001558370-24-014444","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2024-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peoples Financial Services Corp. reports Q3 2024 earnings; no financial figures provided in filing","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Press release dated November 5, 2024 announces unaudited results for three and nine months ended September 30, 2024.","No specific revenue, EPS, or other financial data are included in this 8-K filing text.","Common stock trades on Nasdaq under ticker PFIS."],"consensus_eps_estimate":null,"consensus_eps_actual":0.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186303,"accession_number":"0001104659-24-111515","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2024-10-25T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Peoples Financial CEO Craig Best to retire Dec 31; Gerard Champi named successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO Craig Best to resign Dec 31, 2024; severance of $1.19M paid over 24 months.","Gerard Champi (President) succeeds as CEO; Thomas Tulaney (COO) becomes President.","Board reduces from 16 to 15 directors upon Best's resignation.","Departure accelerated after successful Oct 15 system conversion; merger integration on track.","Severance includes COBRA premiums for 24 months and $30K outplacement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202923,"accession_number":"0001104659-24-100181","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K/A","filed_at":"2024-09-16T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Peoples files pro forma financials for FNCB merger; $133.7M purchase price, $15.1M goodwill","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total purchase price $133.7M using 0.146x exchange ratio and Peoples stock at $45.54.","Pro forma combined total assets $5.3B as of March 31, 2024.","Pro forma Q1 2024 net income $10.9M; basic EPS $1.10.","Includes $241.5M balance sheet restructuring: securities sale, FHLB payoff, federal funds.","Goodwill of $15.1M recorded from the merger."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202926,"accession_number":"0001104659-24-083527","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2024-07-29T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"PFIS enters employment agreement with Gerard Champi; CEO promotion planned by July 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Employment agreement with Gerard A. Champi, President, effective July 26, 2024; three-year term with automatic renewal.","Champi to be promoted to CEO of Peoples Financial Services and Peoples Security Bank on or before July 1, 2025.","Base salary at least $450,000; eligible for bonus, equity awards, SERP, country club dues, and company car.","Severance: 2x base salary plus avg bonus for involuntary termination; 2.99x base salary in change-of-control or if CEO promotion fails.","Restrictive covenants on confidentiality, non-competition, and non-solicitation included."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202925,"accession_number":"0001558370-24-010201","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2024-07-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peoples Financial Services announces Q2 2024 results, no specific figures in filing","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Press release issued on July 25, 2024 covering three and six months ended June 30, 2024.","No financial details or guidance provided in the 8-K; full results are in the exhibit.","Investors should refer to the attached press release for actual performance metrics."],"consensus_eps_estimate":null,"consensus_eps_actual":0.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202924,"accession_number":"0001104659-24-076605","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2024-07-01T23:59:59+00:00","items":["2.01","2.03","5.02","5.03","8.01","9.01"],"status":"ready","headline":"Peoples Financial completes merger with FNCB Bancorp, creating $5.5B community bank","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Merger effective July 1, 2024; each FNCB share converted to 0.1460 PFIS shares; total consideration ~2.94M shares.","Combined assets ~$5.5B, loans ~$4.0B, deposits ~$4.7B; operations in PA, NY, NJ.","Board expands to 16 directors: 8 from each legacy company; Jerry Champi named President, James Bone Jr. COO.","Peoples assumes $10.31M of FNCB's floating rate junior subordinated debentures due 2036.","Combined entity trades under PFIS on Nasdaq; all branches to operate under Peoples banner."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219132,"accession_number":"0001104659-24-073165","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2024-06-20T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Peoples Financial Services Corp. provides investor presentation for Q1 2024 earnings","summary_kind":"llm","event_type":"other","confidence":"medium","bullets":["Presentation materials available on investor relations section of company's website.","No new financial or operational updates beyond previously reported Q1 2024 earnings.","Management scheduled to meet with investors during 2024; presentation dated as of June 20, 2024.","Company disclaims obligation to update information and any inference of materiality."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219131,"accession_number":"0001104659-24-071679","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2024-06-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Peoples Financial receives all regulatory approvals for FNCB merger; close expected July 1","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["All required regulatory approvals or waivers obtained for the merger of FNCB into Peoples.","Merger expected to close on July 1, 2024, pending satisfaction of customary closing conditions.","Definitive merger agreement was signed September 27, 2023.","Surviving corporation is Peoples; FNCB shareholders will receive Peoples common stock."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219130,"accession_number":"0001104659-24-061157","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2024-05-14T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Peoples Financial Services announces annual meeting voting results, directors elected","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Two directors elected: Richard S. Lochen, Jr. (2,657,253 for; 1,078,052 against) and James B. Nicholas (3,212,469 for; 510,888 against).","Advisory vote on executive compensation passed with 3,459,261 for, 230,544 against.","Ratification of Baker Tilly US, LLP as auditor for FY2024: 4,826,756 for, 69,450 against.","Broker non-votes: 1,171,445 on director elections and compensation; none on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219129,"accession_number":"0001558370-24-005778","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peoples Financial Services Corp. announces Q1 2024 results; details in press release","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Q1 2024 unaudited results released on April 25, 2024, covering three months ended March 31, 2024.","Specific financial figures (net income, revenue, EPS) are only available in the attached press release, not included in this 8-K text.","No guidance or forward-looking statements extracted from available text."],"consensus_eps_estimate":null,"consensus_eps_actual":0.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":600252377.7697172,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}