Peoples Financial Services appoints new CFO and COO effective March 31, 2025

PEOPLES FINANCIAL SERVICES CORP.

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.

item 5.02 item 8.01 item 9.01

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Role change

John R. Anderson, III

Chief Operating Officer

PFIS · PEOPLES FINANCIAL SERVICES CORP.

Effective: 2025-03-31
Successor: James M. Bone, Jr.
Filed: February 4, 2025, 6:59 PM ET

the appointment of James M. Bone, Jr., CPA as Chief Financial Officer of PFIS and PSBT, a role in which he will serve as the principal financial officer and principal accounting officer of PFIS, and the appointment of John R. Anderson, III as Chief Operating Officer of PFIS and PSBT, a role in which he will serve as the principal operating officer of PFIS, in each case effective as of March 31, 2025.

Role change

Thomas P. Tulaney

President

PFIS · PEOPLES FINANCIAL SERVICES CORP.

Effective: 2025-03-31
Successor: John R. Anderson, III
Filed: February 4, 2025, 6:59 PM ET

Thomas P. Tulaney, the President of PFIS and PSBT, will cease to be the principal operating officer of PFIS.

Role change

James M. Bone, Jr.

Chief Financial Officer

PFIS · PEOPLES FINANCIAL SERVICES CORP.

Effective: 2025-03-31
Successor: John R. Anderson, III
Filed: February 4, 2025, 6:59 PM ET

the appointment of James M. Bone, Jr., CPA as Chief Financial Officer of PFIS and PSBT, a role in which he will serve as the principal financial officer and principal accounting officer of PFIS, and the appointment of John R. Anderson, III as Chief Operating Officer of PFIS and PSBT, a role in which he will serve as the principal operating officer of PFIS, in each case effective as of March 31, 2025.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

John R. Anderson, III was appointed as Chief Operating Officer at PEOPLES FINANCIAL SERVICES CORP..

Action: appointed
Role: Chief Operating Officer

Exact text from the filing

the appointment of James M. Bone, Jr., CPA as Chief Financial Officer of PFIS and PSBT, a role in which he will serve as the principal financial officer and principal accounting officer of PFIS, and the appointment of John R. Anderson, III as Chief Operating Officer of PFIS and PSBT, a role in which he will serve as the principal operating officer of PFIS, in each case effective as of March 31, 2025.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Thomas P. Tulaney changed role as President at PEOPLES FINANCIAL SERVICES CORP..

Action: ceased to be principal operating officer
Role: President

Exact text from the filing

Thomas P. Tulaney, the President of PFIS and PSBT, will cease to be the principal operating officer of PFIS.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

James M. Bone, Jr. was appointed as Chief Financial Officer at PEOPLES FINANCIAL SERVICES CORP..

Action: appointed
Role: Chief Financial Officer

Exact text from the filing

the appointment of James M. Bone, Jr., CPA as Chief Financial Officer of PFIS and PSBT, a role in which he will serve as the principal financial officer and principal accounting officer of PFIS, and the appointment of John R. Anderson, III as Chief Operating Officer of PFIS and PSBT, a role in which he will serve as the principal operating officer of PFIS, in each case effective as of March 31, 2025.

View on SEC.gov

PEOPLES FINANCIAL SERVICES CORP. filing history →

Source: SEC EDGAR

accession 0001104659-25-009129

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