{"filings":[{"id":2548277,"accession_number":"0001104659-26-103213","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K/A","filed_at":"2026-08-28T20:17:44+00:00","items":["5.07"],"status":"ready","headline":"Peoples Financial Services adopts annual say-on-pay vote frequency","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Shareholders voted for advisory votes on executive compensation every one year at May 22, 2026 annual meeting.","Board determined future say-on-pay votes will be held annually until next required frequency vote.","Decision follows board recommendation stated in proxy statement; no other changes to original 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":0.1,"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":2355278,"accession_number":"0001104659-26-098776","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2026-08-19T20:12:47+00:00","items":["7.01","9.01"],"status":"ready","headline":"PFIS 8-K posts Q2 2026 investor deck; furnished text contains no financial data","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Investor meetings anticipated during 2026; presentation posted at ir.psbt.com investor-resources page.","Furnished deck is the '2026 Q2 Investor Presentation' dated August 2026; provided text contains only the disclaimer.","No revenue, EPS, balance-sheet, or guidance figures appear anywhere in the filing text or exhibit excerpt.","Signed by EVP & CFO James M. Bone, Jr. on August 19, 2026; registrant is parent of Peoples Security Bank and Trust."],"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":0.15,"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":1968119,"accession_number":"0001104659-26-088686","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2026-07-30T20:15:13+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peoples Financial Q2 net income falls 13% to $14.8M; diluted EPS $1.48","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $14.8M ($1.48 diluted EPS) for Q2 2026, down from $17.0M ($1.68) in Q2 2025.","Six-month net income $29.6M ($2.95 diluted EPS), down from $32.0M ($3.18) in prior year.","Annualized ROAA 1.13% and ROAE 11.10% for Q2 2026 vs 1.36% and 13.87% in Q2 2025.","Decline driven by higher provision for credit losses, increased noninterest expense and income tax.","CEO cites robust loan growth and disciplined strategy; provision increase consistent with balance sheet expansion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","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":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},{"id":239011,"accession_number":"0001104659-24-037881","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2024-03-22T23:59:59+00:00","items":["5.07","8.01","9.01"],"status":"ready","headline":"Peoples Financial and FNCB shareholders approve merger; regulatory approvals pending","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Peoples shareholders voted 4,642,633 for, 287,543 against, 50,330 abstain to approve the merger with FNCB.","FNCB shareholders also approved the merger at their March 22, 2024 special meeting.","Peoples' bylaw amendment to limit director/officer liability failed (needed 75% vote; only ~63% for).","Closing remains subject to regulatory approvals and other customary conditions."],"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":0.75,"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":239010,"accession_number":"0001104659-24-034012","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2024-03-13T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Peoples Financial Services issues supplemental merger proxy with EPS forecasts for 2023-2028","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Received three demand letters from Peoples shareholders and two from FNCB shareholders alleging disclosure deficiencies.","Voluntarily supplementing proxy with mean analyst EPS estimates: $4.15 (2023) and $3.26 (2024) for Peoples; $0.74, $0.70, $0.81 for FNCB.","Long-term EPS growth rate assumptions: Peoples 22.1% for 2025, 10.0% for 2026-2027, 5.0% for 2028; FNCB 3.0% for 2026-2028.","Special meetings remain scheduled for March 22, 2024; boards continue to recommend approval."],"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":239009,"accession_number":"0001558370-24-000549","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2024-01-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peoples Financial Services Corp. announces Q4 and FY2023 results; details in press release not provided","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Press release issued January 25, 2024, covering unaudited results for three and twelve months ended Dec 31, 2023.","No specific financial figures available from the filing text; full data is in the attached Exhibit 99.1.","Confidence in summary is low because the exhibit was not appended to this request."],"consensus_eps_estimate":null,"consensus_eps_actual":3.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-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":256495,"accession_number":"0001104659-23-113839","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2023-11-02T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Peoples Financial amends bylaws, sets merger-related board changes with FNCB","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved second amended and restated bylaws effective immediately; updates include proxy rules, exclusive forum provisions.","Conditional amendments to Sections 11.3 and 11.5 become effective upon merger close, if transaction completes.","Upon closing, board expands to 16 directors: 8 designated by Peoples, 8 by FNCB; William E. Aubrey II to remain Chairman, Louis A. DeNaples, Sr. to become Vice Chairman.","Amendments add exclusive forum clauses: Pennsylvania state courts for derivative/fiduciary claims; federal courts for Securities Act claims.","Age limit exception allows directors aged 73+ to serve one additional term after merger close."],"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":256494,"accession_number":"0001558370-23-017030","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2023-10-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peoples Financial Services Corp. releases Q3 2023 results; details in attached press release","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Press release for three and nine months ended September 30, 2023, is filed as Exhibit 99.1 but not included in the text provided.","No specific financial figures (revenue, EPS, loan growth) are available from this filing alone.","Investors should refer to the press release for full results and management commentary."],"consensus_eps_estimate":null,"consensus_eps_actual":3.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-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":273888,"accession_number":"0001104659-23-104464","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2023-09-28T23:59:59+00:00","items":["1.01","5.02","7.01","8.01","9.01"],"status":"ready","headline":"Peoples Financial to acquire FNCB Bancorp in all-stock merger","summary_kind":"llm","event_type":"m_and_a","confidence":"medium","bullets":["FNCB shareholders to receive 0.1460 shares of Peoples common stock per FNCB share; deal includes customary conditions.","Termination fee of $4.8 million payable by either party upon termination under certain circumstances.","Combined board will have 16 directors initially; FNCB CEO Gerard A. Champi to become CEO after one year.","Directors of both companies entered into voting agreements to vote in favor of the merger.","CFO John R. Anderson III receives amended severance with 24-month payments upon change-in-control termination."],"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":0.75,"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":273887,"accession_number":"0001558370-23-012222","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2023-07-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peoples Financial Services Corp. reports Q2 2023 results; no details in filing body","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Filing under Item 2.02 references a press release for unaudited Q2 2023 results.","No financial figures are disclosed in the 8-K text; only the attached Exhibit 99.1 contains details.","Specifics such as revenue, EPS, and segment performance are not available in this filing."],"consensus_eps_estimate":null,"consensus_eps_actual":2.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q2","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":290988,"accession_number":"0001104659-23-061878","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2023-05-17T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"PFIS shareholders approve 2023 Equity Incentive Plan, elect three directors at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Shareholders elected Sandra L. Bodnyk, Ronald G. Kukuchka, and Elisa Zúñiga Ramirez to three-year terms.","Advisory vote on named executive officer compensation passed with 3,615,386 for, 216,071 against.","Ratification of Baker Tilly US, LLP as auditor for FY2023 approved with 4,896,595 for, 81,714 against.","2023 Equity Incentive Plan approved, authorizing up to 120,000 new shares plus up to 31,696 from lapsed awards.","Broker non-votes were 1,045,590 on director elections, say-on-pay, and equity plan; 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":0.5,"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":290987,"accession_number":"0001558370-23-006975","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2023-04-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peoples Financial Services Q1 net income falls 21.3% to $1.05 EPS; provision and expenses rise","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $7.6M ($1.05 diluted) vs $9.6M ($1.33) a year ago; net interest income up $0.4M.","Provision for credit losses increased to $1.3M from $0.3M due to loan growth and CECL adoption.","Noninterest expenses rose $2.2M on higher salaries, FDIC assessments, and loan processing fees.","Sold $65.6M in investment securities at $81k net gain to reduce short-term borrowings.","Adopted CECL: decreased allowance by $3.3M, increased retained earnings by $2.3M net of tax."],"consensus_eps_estimate":null,"consensus_eps_actual":1.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"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":311817,"accession_number":"0001558370-23-000615","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2023-01-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peoples Financial Services announces earnings; press release not provided in filing text","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Filing references a press release with unaudited Q4 & FY2022 results dated Jan 26, 2023.","No specific financial figures available as the press release is not included in the provided text.","Event is a routine earnings announcement; details needed to assess performance."],"consensus_eps_estimate":null,"consensus_eps_actual":5.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-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":330378,"accession_number":"0001558370-22-015101","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2022-10-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peoples Financial Services reports Q3 2022 results; specific financials not disclosed in filing text","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Filed Form 8-K on Oct 20, 2022, announcing Q3 2022 earnings via press release.","Press release (Exhibit 99.1) referenced but not provided; detailed figures unavailable.","Results cover three and nine months ended September 30, 2022.","No other material events or guidance indicated in the filing body."],"consensus_eps_estimate":null,"consensus_eps_actual":4.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-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":347932,"accession_number":"0001558370-22-010858","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2022-07-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Peoples Financial Q2 net income $9.4M ($1.30/diluted), up 10.2% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $9.4M, diluted EPS $1.30; six-month net income $19.0M, EPS $2.63 (record first-half).","Non-PPP loan growth of $278.3M (24.8% annualized) in H1 2022; provision for loan losses $1.0M in Q2.","Dividend paid $0.78/share in H1 2022, up 5.4% YoY.","Net interest margin (tax-equiv) improved to 3.06% in Q2 from 2.96% in Q2 2021.","Nonperforming assets improved to 0.18% of loans at June 30, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":2.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","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":364495,"accession_number":"0001104659-22-061748","cik":1056943,"company_name":"PEOPLES FINANCIAL SERVICES CORP.","ticker":"PFIS","form_type":"8-K","filed_at":"2022-05-17T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Shareholders elect three directors, approve say-on-pay and auditor at 2022 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected directors William E. Aubrey II, Craig W. Best, Joseph T. Wright, Jr. each to three-year terms.","Advisory say-on-pay approved with 3,690,230 votes for and 202,652 against.","Ratified Baker Tilly US, LLP as independent auditor for FY2022 with 5,058,916 votes for.","Broker non-votes totaled 1,159,535 on director elections and say-on-pay proposals."],"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}],"next_cursor":"2022-05-17T23:59:59+00:00|364495"}