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. filed a current report stating that its management anticipates holding meetings with investors during 2025. To support these meetings, the company has prepared a Q2 2025 investor presentation.
The presentation materials will be furnished as Exhibit 99.1 to this report and made available on the investor relations section of the company’s website at the specified presentations page. The information in the presentation is stated to be current only as of the dates indicated, and the company notes it has no obligation to update or correct that information in the future.
Richard S. Lochen Jr., a director of Peoples Financial Services Corp. (PFIS), reported a purchase of company common stock on 08/15/2025. The Form 4 shows a non-derivative acquisition of 100 shares at a reported price of $50.10 per share. After the transaction, the filing reports 18,419.023 shares held directly and additional indirect holdings of 4,246.031 shares (IRA) plus 165.93 shares held as custodian under UTMA/PA twice listed. The filing was signed by an attorney-in-fact on 08/19/2025. The disclosure documents an insider purchase and the resulting beneficial ownership levels without additional commentary or plans disclosed in this filing.
Peoples Financial Services Corp. (PFIS) reported a materially stronger quarter for the period ended June 30, 2025, delivering net income of $16.956 million for the quarter and $31.965 million for the six months. Earnings per share rose to $1.70 basic for the quarter and $3.20 basic for six months, supported by higher interest income on loans (taxable loan interest $57.459 million for the quarter) that pushed net interest income to $42.197 million for the quarter and $81.745 million for six months.
On the balance sheet, total assets were $5.108 billion with loans of $3.998 billion and deposits of $4.287 billion (down from $4.408 billion at December 31, 2024). The allowance for credit losses was $40.890 million. The company completed the FNCB acquisition (consideration ~$133.7 million, issuance of 2,935,456 shares) which increased goodwill to $75.986 million and added intangibles now being amortized. Management also declared a quarterly dividend of $0.6175 per share.
James M. Bone Jr., EVP and Chief Financial Officer of Peoples Financial Services Corp. (PFIS), reported acquiring 100 shares of PFIS common stock on 08/07/2025 (transaction code G). After the reported transaction he beneficially owns 10,479.099 shares directly and 155.7294 shares indirectly through his spouse.
The filing also shows a grant of 932 restricted stock units on 03/28/2025, each representing a contingent right to one share and vesting in three equal annual installments beginning March 11, 2026. The disclosure breaks down current holdings as 1,128 time‑based restricted shares solely owned, 8,384 shares held jointly with his spouse, 890 co‑owned with family, and 77.0994 shares solely owned (including 0.960 shares acquired under the issuer's dividend reinvestment plan on 6/13/2025).
Peoples Financial Services Corp. director Richard S. Lochen Jr. reported an insider purchase of common stock on Form 4. The filing shows a transaction dated 08/06/2025 with Transaction Code P for 1,000 shares at a price of $47.6725 per share. After the reported transaction, Mr. Lochen beneficially owned 18,319.023 shares directly.
The filing also discloses indirect holdings of 4,246.031 shares held in an IRA and 165.93 shares reported as custodian under UTMA/PA (two custodial lines are shown). Small amounts included in the totals were acquired under the issuer's Dividend Reinvestment and Stock Purchase Plan, and the Form 4 is signed by an attorney-in-fact on behalf of Mr. Lochen on 08/08/2025.
Peoples Financial Services Corp. (PFIS) filed a Form D – Notice of Exempt Offering of Securities with the U.S. Securities and Exchange Commission. The document confirms that PFIS is a Pennsylvania corporation, organized more than five years ago, and headquartered at 102 E. Drinker Street, Dunmore, PA 18512 (telephone 570-346-7741). No financial terms of the exempt offering—such as aggregate amount offered, amount sold, or type of security—are disclosed in the excerpt provided.
The filing lists the issuer’s key executive officers and directors, including Chief Executive Officer Gerard A. Champi, President Thomas P. Tulaney, Chairman of the Board William E. Aubrey II, and several other directors. Additional executive positions identified are Chief Financial Officer James M. Bone, Chief Operating Officer John R. Anderson III, and Chief Information Officer Susan L. Hubble, among others.
The SEC notes that it has not reviewed or validated the accuracy of the information; investors should not assume its completeness. Because the critical financing specifics (e.g., dollar amounts, investor count, date of first sale) are not included, the material implications for shareholders cannot yet be assessed from this excerpt alone.