SEC Filing Summary: TOMPKINS FINANCIAL CORP (13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by TOMPKINS FINANCIAL CORP, an institutional investment manager based in Ithaca, NY. The report covers the calendar quarter ended March 31, 2023, and was signed on April 19, 2023, by Lisa Donnelly, Trust Operations Manager. The report represents all holdings of this reporting manager.
Key Financial Metrics
As a Form 13F filing, this document discloses equity holdings rather than the company's own operational financials (revenue, profit, cash flow, or debt). The following metrics relate to the portfolio managed by Tompkins Financial Corp:
- Total Portfolio Value: $614,402,948
- Total Number of Holdings: 827 entries
- Other Included Managers: 0
Note: The filing text does not provide values for revenue, profit, cash flow, margins, debt, or liquidity for Tompkins Financial Corp itself, as this form is strictly for reporting investment holdings.
Material Changes
The filing text does not provide comparative data for the prior period (December 31, 2022) or detail specific material changes in holdings, buy/sell activity, or portfolio composition versus the previous quarter.
Guidance, Outlook, and Risks
Form 13F filings do not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the reporting manager's future performance. The document includes a standard disclaimer stating that the SEC has not reviewed the information for accuracy or completeness.
Key Facts for Investor Verification
- Verify the total reported value of $614,402,948 against the sum of individual holdings in the full schedule (not included in this summary text).
- Confirm the reporting period is strictly Q1 2023 (ended March 31, 2023).
- Note that this filing reflects 827 distinct equity positions held by the manager.
- Understand that this document does not disclose the financial health or operational results of Tompkins Financial Corp itself.