{
 "as_of": "2026-11-08",
 "cmr": "us-cm-kg/NASDAQ/PFIS",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# PEOPLES FINANCIAL SERVICES CORP. (NASDAQ: PFIS) — research page\n\nAs of 2026-11-08 · us-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is PEOPLES FINANCIAL SERVICES CORP., listed on NASDAQ under ticker PFIS. Its ISIN is US7110401053 and its LEI is 254900HXI30XMTDCGJ18. Security type is Corporate, sector is 6021 National Commercial Banks, and jurisdiction is United States, Pennsylvania. Segment is not on the record. Listing status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 98 filings in the window 2025-11-08 to 2026-11-08, across 33 filing days. The median gap between filing days is 8.0 days. The latest filing is dated 2026-11-06, two days before the record date 2026-11-08, and is of type regulatory filing. The NASDAQ median cadence gap is 6.0 days, with a median of 52 filings and a median latency of 5.0 days across 4,359 issuers. The sector median cadence gap is 4 days, with a median of 137 filings and a median latency of 2 days across 177 issuers. The issuer's filings by type are 67 directors' dealings, 12 regulatory filings, 9 results, 4 corporate news, 4 director changes and 2 AGM/EGM.\n\n## Auditor\n\nThe auditor of record is not on the record, because the latest annual report cover carries no dei:AuditorName tag. The auditor's location is not on the record. The record holds no auditor changes.\n\n## Events and halts\n\nThe record holds no listing, delisting or name change lines. The domicile change is not on the record, as EDGAR states no dated change of state of incorporation on a filing line. The segment move is not on the record, as the exchanges' tier transfers are not EDGAR filings. The halt flag reads listed, not halted.\n\n## Orderability\n\nThe outcome is not determinable. The chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.\n\n## Coverage\n\nNo research houses were found on the issuer's investor-relations page, so the count is 0.\n\n## Open research\n\nNo openly published research notes were found, so the count is 0.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe issuer's sealed years are 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.\n\n## Sources\n\n8 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)\n- https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data (identity.isin)\n- https://data.sec.gov/submissions/CIK0001056943.json (identity.jurisdiction)\n- https://api.gleif.org/api/v1/lei-records/254900HXI30XMTDCGJ18 (identity.lei)\n- https://mcp.us-cm-kg.ai/events/NASDAQ/PFIS (the disclosure lines)\n- https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)\n- https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://mcp.us-cm-kg.ai/record/NASDAQ/PFIS (the record)\n",
 "market": "US",
 "node": "us-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "live_record_began": "2026-09-12",
   "node_history_from": "2021-01-04",
   "node_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "record_version": 1,
   "sealed": true
  },
  "auditor": {
   "auditor": {
    "market": "US",
    "reason": "no dei:AuditorName tag on the latest annual report cover (foreign private issuers and older filings carry none)",
    "state": "not_on_record"
   },
   "auditor_firm_id": {
    "market": "US",
    "state": "not_on_record"
   },
   "auditor_location": {
    "market": "US",
    "state": "not_on_record"
   },
   "changes": []
  },
  "cmr": "us-cm-kg/NASDAQ/PFIS",
  "coverage": {
   "count": 0,
   "houses": [],
   "pages_checked": [],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-11",
   "since": null,
   "state": "none_found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 4359,
     "median_cadence_gap_days": 6,
     "median_filings": 52,
     "median_latency_days": 5,
     "name": "NASDAQ"
    },
    "sector": {
     "issuers": 177,
     "median_cadence_gap_days": 4,
     "median_filings": 137,
     "median_latency_days": 2,
     "name": "6021 National Commercial Banks"
    }
   },
   "by_type": {
    "agm_egm": 2,
    "corporate_news": 4,
    "director_change": 4,
    "directors_dealings": 67,
    "regulatory_filing": 12,
    "results": 9
   },
   "cadence_median_gap_days": 8,
   "filing_days": 33,
   "filings": 98,
   "latency_days": 2,
   "latest": [
    {
     "category": "144",
     "date": "2026-11-06",
     "source": "https://www.sec.gov/Archives/edgar/data/1056943/000162828026071447/xsl144X01/primary_doc.xml",
     "title": "144",
     "type": "regulatory_filing"
    },
    {
     "category": "144",
     "date": "2026-11-06",
     "source": "https://www.sec.gov/Archives/edgar/data/1056943/000162828026071441/xsl144X01/primary_doc.xml",
     "title": "144",
     "type": "regulatory_filing"
    },
    {
     "category": "4",
     "date": "2026-11-06",
     "source": "https://www.sec.gov/Archives/edgar/data/1056943/000143774926035434/xslF345X06/rdgdoc.xml",
     "title": "4 — FORM 4",
     "type": "directors_dealings"
    },
    {
     "category": "3",
     "date": "2026-11-06",
     "source": "https://www.sec.gov/Archives/edgar/data/1056943/000119248226000501/xslF345X06/form3.xml",
     "title": "3 — INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES",
     "type": "directors_dealings"
    },
    {
     "category": "10-Q",
     "date": "2026-11-06",
     "source": "https://www.sec.gov/Archives/edgar/data/1056943/000110465926123852/pfis-20260930x10q.htm",
     "title": "10-Q — 10-Q",
     "type": "results"
    }
   ],
   "latest_filing_date": "2026-11-06",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.us-cm-kg.ai/events/NASDAQ/PFIS",
   "window": {
    "from": "2025-11-08",
    "to": "2026-11-08"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "NASDAQ"
   },
   "isin": {
    "read_by": "SEC Fails-to-Deliver data (CUSIP for the symbol) · ISIN = US + CUSIP + ISO 6166 check digit",
    "read_date": "2026-08-31",
    "read_date_basis": "last_seen",
    "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data",
    "state": "sourced",
    "value": "US7110401053"
   },
   "jurisdiction": {
    "read_by": "EDGAR submissions API (issuer header as filed) (stateOfIncorporation)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001056943.json",
    "state": "sourced",
    "value": "United States — Pennsylvania"
   },
   "lei": {
    "read_by": "GLEIF name-exact (jurisdiction US-PA; GLEIF golden copy 2026-09-12)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://api.gleif.org/api/v1/lei-records/254900HXI30XMTDCGJ18",
    "state": "filled",
    "value": "254900HXI30XMTDCGJ18"
   },
   "name": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001056943.json",
    "state": "sourced",
    "value": "PEOPLES FINANCIAL SERVICES CORP."
   },
   "sector": {
    "read_by": "EDGAR submissions API (issuer header as filed) (SIC code as assigned by the SEC)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001056943.json",
    "state": "sourced",
    "value": "6021 National Commercial Banks"
   },
   "security_type": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001056943.json",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
    "market": "US",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "PFIS"
   },
   "website": {
    "market": "US",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": [],
   "domicile_change": {
    "market": "US",
    "reason": "EDGAR states no dated change of state of incorporation on a filing line",
    "state": "not_on_record"
   },
   "listing": [],
   "name_change": [],
   "segment_move": {
    "market": "US",
    "reason": "the exchanges' tier transfers are not EDGAR filings",
    "state": "not_on_record"
   }
  },
  "market": "US",
  "node": "us-cm-kg",
  "numbers_hash": "sha256:23c89eab479606ca45578822436fb19ec30ce9c9afeab526df9d5a547c74f327",
  "open_research": {
   "read_date": "2026-11-11",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [],
   "determinable": false,
   "read": {
    "chapter": "https://mcp.us-cm-kg.ai/book/aio.json",
    "door": "https://mcp.us-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "reason": "the chapter's orderability section carries no client_categories: the outcome cannot name its client category",
   "rule_version": "acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1",
   "section": "us.aio.v8"
  },
  "record": {
   "as_of": "2026-11-08",
   "url": "https://mcp.us-cm-kg.ai/record/NASDAQ/PFIS",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:23c89eab479606ca45578822436fb19ec30ce9c9afeab526df9d5a547c74f327",
 "path": "/us/NASDAQ/PFIS",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is PEOPLES FINANCIAL SERVICES CORP., listed on NASDAQ under ticker PFIS. Its ISIN is US7110401053 and its LEI is 254900HXI30XMTDCGJ18. Security type is Corporate, sector is 6021 National Commercial Banks, and jurisdiction is United States, Pennsylvania. Segment is not on the record. Listing status is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 98 filings in the window 2025-11-08 to 2026-11-08, across 33 filing days. The median gap between filing days is 8.0 days. The latest filing is dated 2026-11-06, two days before the record date 2026-11-08, and is of type regulatory filing. The NASDAQ median cadence gap is 6.0 days, with a median of 52 filings and a median latency of 5.0 days across 4,359 issuers. The sector median cadence gap is 4 days, with a median of 137 filings and a median latency of 2 days across 177 issuers. The issuer's filings by type are 67 directors' dealings, 12 regulatory filings, 9 results, 4 corporate news, 4 director changes and 2 AGM/EGM.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is not on the record, because the latest annual report cover carries no dei:AuditorName tag. The auditor's location is not on the record. The record holds no auditor changes.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record holds no listing, delisting or name change lines. The domicile change is not on the record, as EDGAR states no dated change of state of incorporation on a filing line. The segment move is not on the record, as the exchanges' tier transfers are not EDGAR filings. The halt flag reads listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "The outcome is not determinable. The chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "No research houses were found on the issuer's investor-relations page, so the count is 0.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found, so the count is 0.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The issuer's sealed years are 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04. The live record began on 2026-09-12.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "8 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.sec.gov/files/company_tickers_exchange.json"
  },
  {
   "for": "identity.isin",
   "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://data.sec.gov/submissions/CIK0001056943.json"
  },
  {
   "for": "identity.lei",
   "source": "https://api.gleif.org/api/v1/lei-records/254900HXI30XMTDCGJ18"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.us-cm-kg.ai/events/NASDAQ/PFIS"
  },
  {
   "for": "the halt flag",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.us-cm-kg.ai/book/aio.json"
  },
  {
   "for": "the record",
   "source": "https://mcp.us-cm-kg.ai/record/NASDAQ/PFIS"
  }
 ],
 "title": "PEOPLES FINANCIAL SERVICES CORP. (PFIS) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}