Welcome to our dedicated page for Peoples Finl Svcs SEC filings (Ticker: PFIS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Peoples Financial Services Corp. filings document the public-company records of a Pennsylvania bank holding company and its Peoples Security Bank and Trust Company subsidiary. Recent 8-K reports furnish unaudited results of operations and financial condition, Regulation FD presentation materials, and leadership changes affecting executive roles at the holding company and bank.
Proxy materials cover annual meeting governance, director matters, executive compensation, equity awards and shareholder voting disclosures. The filing record also identifies core bank-regulatory investor topics such as capital structure, board oversight, officer matters, and exhibits tied to earnings releases and material events.
PEOPLES FINANCIAL SERVICES CORP. executive Amy Vieney, EVP and Chief Human Resources Officer, corrected a prior insider report and detailed recent equity compensation activity. On February 27, 2026, 471 performance-based stock awards in common stock vested with no purchase price, and 152 common shares were withheld at $53.60 per share to cover tax obligations.
Following these transactions, Vieney directly owns 580.058 common shares, including 155 shares of time-based restricted common stock and 425.058 other directly held shares. She also holds 277 restricted stock units, each representing a right to receive one common share, vesting in three equal annual installments beginning March 11, 2026.
Peoples Financial Services Corp. EVP and Chief Lending Officer Jeffrey A. Drobins corrected a prior stock award filing and updated his holdings. An earlier Form 4 mistakenly showed 2,020 performance-based stock awards vesting and 950 shares withheld for taxes. This amendment reports that 1,348 performance-based stock awards actually vested, and 551 shares were withheld to cover tax liability at $53.60 per share.
After these entries, Drobins directly owns 4,925.582 shares of common stock, including 447 shares of time-based restricted common stock, and holds 308 shares indirectly through the PSBT 401(k) Profit Sharing Plan. He also holds restricted stock units representing 11,763 and 804 underlying common shares, vesting annually beginning on March 11, 2026 and August 29, 2026.
PEOPLES FINANCIAL SERVICES CORP. executive vice president and chief operating officer John R. Anderson III amended a prior insider report to correct stock award figures. On February 27, 2026, 1,460 performance-based stock awards vested and 438 shares of common stock were withheld to cover taxes at $53.60 per share.
After these entries, Anderson directly holds 6,309.748 shares of common stock, including time-based restricted stock and jointly held shares, plus 1,880 shares held indirectly through the PSBT 401(k) Profit Sharing Plan. He also has 866 restricted stock units, which each represent a right to receive one share of common stock and vest in three equal annual installments beginning March 11, 2026.
Peoples Financial Services Corp. will hold its 2026 annual shareholder meeting virtually on May 22, 2026, at 9:00 a.m. Eastern via live audio webcast. Shareholders of record as of March 2, 2026, may participate and vote.
Key matters include electing four directors to terms ending in 2029, an advisory “say‑on‑pay” vote on executive compensation, and an advisory vote to keep say‑on‑pay held every one year. Shareholders are also asked to approve an amendment to the 2023 Equity Incentive Plan so up to 300,000 shares may be issued under the plan, and to ratify Baker Tilly US, LLP as independent registered public accounting firm for the year ending December 31, 2026.
The proxy statement explains voting methods, majority voting for directors, treatment of broker non‑votes, the board’s committee structure and risk oversight framework, and provides extensive biographies and qualifications for current and proposed directors.
Peoples Financial Services Corp. president Thomas P. Tulaney exercised 709 restricted stock units (RSUs) into 709 shares of common stock. The RSUs converted on a one-for-one basis, with vesting accelerated to April 3, 2026, leaving no remaining RSU balance from this grant.
To cover tax obligations, 315 common shares were disposed of through a tax-withholding transaction at $54.62 per share, which is not an open-market sale. After these transactions, Tulaney directly holds 22,232 common shares, in addition to 19,519.4883 shares held indirectly through an IRA.
Peoples Financial Services Corp. president Thomas P. Tulaney corrected a prior equity award report and detailed recent stock-based compensation activity. On February 27, 2026, 1,880 performance based stock awards vested and 633 shares of common stock were withheld at $53.60 per share to cover taxes.
After these entries, he directly owns 21,736 common shares, including 607 shares of time based restricted stock and 21,129 shares held jointly with his spouse, plus 19,519.4883 shares held indirectly through an IRA. He also holds 1,075 restricted stock units, each representing one common share, which vest in three equal annual installments beginning March 11, 2026.
Peoples Financial Services Corp. reported leadership and board changes. Effective April 3, 2026, Gerard A. Champi, already Chief Executive Officer, will also serve as President of Peoples and its banking subsidiary, following the retirement of Thomas P. Tulaney.
In connection with his retirement, Mr. Tulaney will receive accelerated vesting of 207 shares of restricted stock and 709 restricted stock units under the 2023 Equity Incentive Plan and will retain a company vehicle. Peoples Bank also entered into a Consulting and Confidentiality Agreement under which he will provide senior advisory services for a monthly fee of $8,000.
Separately, director Elisa Zúñiga Ramirez informed the company she will not stand for reelection at the 2026 annual meeting, a decision not based on any disagreement. The boards of Peoples and Peoples Bank will each decrease their size at that time.
Peoples Financial Services Corp: Amendment to beneficial ownership filing by The Vanguard Group. The Vanguard Group filed an Amendment No. 1 to a Schedule 13G/A stating it beneficially owns 0 shares (0%) of Peoples Financial Services Corp common stock following an internal realignment described with reference to SEC Release No. 34-39538. The amendment explains certain Vanguard subsidiaries and business divisions now report ownership separately and that The Vanguard Group, Inc. no longer is deemed to have beneficial ownership of securities held by those entities. The filing is signed by Ashley Grim, Head of Global Fund Administration.
Peoples Financial Services Corp. furnished an updated investor presentation in connection with anticipated investor meetings during 2026. The presentation, titled “2025 Investor Presentation (March 2026)”, is available on the company’s investor relations website and is included as Exhibit 99.1 to this report.
The information in the presentation is stated as of the dates indicated within it, and the company notes it does not assume any obligation to correct or update that information. The materials are being provided under Item 7.01, and the company specifically disclaims any inferences about the materiality of the disclosed information.