TOMPKINS FINANCIAL CORP, 10-K filed on 2/28/2025
Annual Report
v3.25.0.1
Cover Page - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2024
Feb. 21, 2025
Jun. 28, 2024
Cover [Abstract]      
Document Type 10-K    
Document Annual Report true    
Document Period End Date Dec. 31, 2024    
Current Fiscal Year End Date --12-31    
Document Transition Report false    
Entity File Number 1-12709    
Entity Registrant Name Tompkins Financial Corp    
Entity Incorporation, State or Country Code NY    
Entity Tax Identification Number 16-1482357    
Entity Address, Address Line One 118 E. Seneca Street    
Entity Address, Address Line Two P.O. Box 460    
Entity Address, City or Town Ithaca    
Entity Address, State or Province NY    
Entity Address, Postal Zip Code 14851    
City Area Code 888    
Local Phone Number 503-5753    
Title of 12(b) Security Common Stock ($.10 Par Value Per Share)    
Trading Symbol TMP    
Security Exchange Name NYSEAMER    
Entity a Well-known Seasoned Issuer Yes    
Entity a Voluntary Filer No    
Entity's Reporting Status Current Yes    
Entity Interactive Data Current Yes    
Entity Filer Category Large Accelerated Filer    
Entity Small Business false    
Emerging Growth Company false    
Auditor Attestation Flag true    
Document Financial Statement Error Correction false    
Entity Shell Company false    
Entity Public Float     $ 674.3
Entity Common Stock, Shares Outstanding   14,434,461  
Documents Incorporated by Reference Portions of the registrant’s definitive Proxy Statement relating to its 2025 Annual Meeting of stockholders, to be held on May 13, 2025, are incorporated by reference into Part III of this Form 10-K where indicated.    
Entity Central Index Key 0001005817    
Amendment Flag false    
Document Fiscal Period Focus FY    
Document Fiscal Year Focus 2024    
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Audit Information
12 Months Ended
Dec. 31, 2024
Audit Information [Abstract]  
Auditor Name KPMG LLP
Auditor Location Rochester, New York
Auditor Firm ID 185
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CONSOLIDATED STATEMENTS OF CONDITION - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
ASSETS    
Cash and noninterest bearing balances due from banks $ 53,635 $ 67,212
Interest bearing balances due from banks 80,763 12,330
Cash and Cash Equivalents 134,398 79,542
Available-for-sale debt securities, at fair value (amortized cost of $1,367,123 at December 31, 2024 and $1,548,482 at December 31, 2023) 1,231,532 1,416,650
Held-to-maturity debt securities, at amortized cost (fair value of $267,295 at December 31, 2024 and $267,455 at December 31, 2023) 312,462 312,401
Equity securities, at fair value 768 787
Total loans and leases, net of unearned income and deferred costs and fees 6,019,922 5,605,935
Less: Allowance for credit losses 56,496 51,584
Net Loans and Leases 5,963,426 5,554,351
Federal Home Loan Bank and other stock 42,255 33,719
Bank premises and equipment, net 76,627 79,687
Corporate owned life insurance 76,448 67,884
Goodwill 92,602 92,602
Other intangible assets, net 2,203 2,327
Accrued interest and other assets 176,359 179,799
Total Assets 8,109,080 7,819,749
Interest bearing:    
Checking, savings and money market 3,558,946 3,484,878
Time 1,068,375 998,013
Noninterest bearing 1,844,484 1,916,956
Total Deposits 6,471,805 6,399,847
Federal funds purchased and securities sold under agreements to repurchase 37,036 50,996
Other borrowings 790,247 602,100
Other liabilities 96,548 96,872
Total Liabilities 7,395,636 7,149,815
Tompkins Financial Corporation shareholders' equity:    
Common Stock - par value $.10 per share: Authorized 25,000,000 shares; Issued: 14,468,013 at December 31, 2024; and 14,441,830 at December 31, 2023 1,447 1,444
Additional paid-in capital 300,073 297,183
Retained earnings 537,157 501,510
Accumulated other comprehensive loss (118,492) (125,005)
Treasury stock, at cost – 131,497 shares at December 31, 2024, and 132,097 shares at December 31, 2023 (6,741) (6,610)
Total Tompkins Financial Corporation Shareholders’ Equity 713,444 668,522
Noncontrolling interests 0 1,412
Total Equity 713,444 669,934
Total Liabilities and Equity $ 8,109,080 $ 7,819,749
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CONSOLIDATED STATEMENTS OF CONDITION (Parenthetical) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Statement of Financial Position [Abstract]    
Available-for-sale securities, amortized cost $ 1,367,123 $ 1,548,482
Securities - held-to-maturity $ 267,295 $ 267,455
Common Stock, par value (in dollars per share) $ 0.10 $ 0.10
Common Stock, authorized (in shares) 25,000,000 25,000,000
Common Stock, issued (in shares) 14,468,013 14,441,830
Treasury stock, shares (in shares) 131,497 132,097
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CONSOLIDATED STATEMENTS OF INCOME - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
INTEREST AND DIVIDEND INCOME      
Loans $ 301,970 $ 260,434 $ 217,607
Due from banks 741 674 371
Available-for-sale debt securities 36,779 29,677 27,929
Held-to-maturity debt securities 4,881 4,876 4,771
Federal Home Loan Bank and other stock 3,203 1,697 646
Total Interest and Dividend Income 347,574 297,358 251,324
INTEREST EXPENSE      
Time certificates of deposits of $250,000 or more 16,914 11,421 2,298
Other deposits 87,069 59,387 13,870
Federal funds purchased and securities sold under agreements to repurchase 46 58 60
Other borrowings 32,443 16,978 4,815
Total Interest Expense 136,472 87,844 21,043
Net Interest Income 211,102 209,514 230,281
Less: Provision for credit loss expense 6,611 4,339 2,789
Net Interest Income After Provision for Credit Loss Expense 204,491 205,175 227,492
NONINTEREST INCOME      
Insurance commissions and fees 39,100 37,351 36,201
Wealth management fees 19,589 17,951 18,091
Service charges on deposit accounts 7,288 6,913 7,365
Card services income 12,057 11,488 11,024
Other income 10,061 6,511 5,925
Net gain (loss) on securities transactions 32 (69,973) (634)
Total Noninterest Income 88,127 10,241 77,972
NONINTEREST EXPENSE      
Salaries and wages 101,150 97,370 98,261
Other employee benefits 26,661 27,333 24,969
Net occupancy expense of premises 12,634 13,278 13,093
Furniture and fixture expense 7,666 8,663 8,058
Amortization of intangible assets 332 334 873
Other operating expense 51,199 56,314 50,497
Total Noninterest Expenses 199,642 203,292 195,751
Income Before Income Tax Expense 92,976 12,124 109,713
Income Tax Expense 22,003 2,495 24,557
Net Income Attributable to Noncontrolling Interests and Tompkins Financial Corporation 70,973 9,629 85,156
Less: Net Income Attributable to Noncontrolling Interests 123 124 126
Net Income Attributable to Tompkins Financial Corporation $ 70,850 $ 9,505 $ 85,030
Basic Earnings Per Share (in dollars per share) $ 4.98 $ 0.66 $ 5.92
Diluted Earnings Per Share (in dollars per share) $ 4.97 $ 0.66 $ 5.89
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CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Statement of Comprehensive Income [Abstract]      
Net income (loss) attributable to noncontrolling interests and Tompkins Financial Corporation $ 70,973 $ 9,629 $ 85,156
Available-for-sale debt securities:      
Change in net unrealized loss during the period (2,121) 26,430 (173,240)
Reclassification adjustment for net realized (gain) loss on sale of available-for-sale debt securities included in net income (38) 52,838 8,997
Employee benefit plans:      
Net retirement plan gain 7,832 3,410 9,634
Amortization of net retirement plan actuarial loss 700 843 1,706
Amortization of net retirement plan prior service cost 140 163 164
Other comprehensive income (loss) 6,513 83,684 (152,739)
Subtotal comprehensive income (loss) attributable to noncontrolling interests and Tompkins Financial Corporation 77,486 93,313 (67,583)
Less: Net income attributable to noncontrolling interests 123 124 126
Total comprehensive income (loss) attributable to Tompkins Financial Corporation $ 77,363 $ 93,189 $ (67,709)
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CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
OPERATING ACTIVITIES      
Net income attributable to Tompkins Financial Corporation $ 70,850 $ 9,505 $ 85,030
Adjustments to reconcile net income to net cash provided by operating activities:      
Provision for credit loss expense 6,611 4,339 2,789
Depreciation and amortization of premises, equipment, and software 10,143 11,399 10,684
Amortization of intangible assets 332 334 873
Earnings from corporate owned life insurance (2,768) (1,727) (1,162)
Net amortization on securities (1,123) 2,434 5,595
Amortization/accretion related to purchase accounting (691) (677) (921)
Deferred income tax (benefit) expense (3,082) (434) 910
Net (gain) loss on securities transactions (32) 69,973 634
Net gain on sale of loans originated for sale (1,001) (96) (155)
Proceeds from sale of loans originated for sale 41,071 4,591 9,018
Loans originated for sale (41,128) (5,097) (8,658)
Net gain on sale of bank premises and equipment (218) (55) (105)
Net excess tax (expense) benefit from stock-based compensation (134) (229) 365
Stock-based compensation expense 4,631 4,100 4,343
Increase in accrued interest receivable (2,716) (1,242) (2,268)
Increase in accrued interest payable 1,380 2,054 519
Other, net 12,841 (10,169) (4,151)
Net Cash Provided by Operating Activities 94,966 89,003 103,340
INVESTING ACTIVITIES      
Proceeds from maturities, calls and principal paydowns of available-for-sale debt securities 198,432 161,835 208,655
Proceeds from sales of available-for-sale debt securities 39,952 440,488 160,638
Purchases of available-for-sale debt securities (55,913) (391,488) (154,820)
Purchases of held-to-maturity debt securities 0 0 (28,320)
Proceeds from sale of VISA Class B shares 0 0 11,407
Net increase in loans (428,944) (337,047) (193,010)
Proceeds from sale/redemptions of Federal Home Loan Bank stock 114,015 116,198 81,402
Purchases of Federal Home Loan Bank and other stock (122,551) (132,197) (88,126)
Proceeds from sale of bank premises and equipment 294 146 223
Purchases of bank premises, equipment and software (6,209) (6,762) (8,168)
Purchase of corporate owned life insurance (6,250) 0 0
Proceeds from redemption of corporate owned life insurance 17,994 1,872 2,106
Other, net (1,261) 654 (431)
Net Cash (Used in) Provided by Investing Activities (250,441) (146,301) (8,444)
FINANCING ACTIVITIES      
Net increase (decrease) in demand, money market, and savings deposits 1,596 (569,050) (180,877)
Net increase (decrease) in time deposits 70,784 367,070 (7,740)
Net decrease in Federal funds purchased and securities sold under agreements to repurchase (13,960) (5,282) (10,509)
Increase in other borrowings 804,947 450,400 435,900
Repayment of other borrowings (616,800) (139,600) (268,600)
Cash dividends (35,049) (34,512) (33,565)
Common stock issued 170 0 0
Repurchase of common stock 0 (8,726) (15,430)
Shares issued for employee stock ownership plan 0 0 2,951
Net shares issued related to restricted stock awards (1,242) (1,173) (1,758)
Net proceeds from exercise of stock options (115) (124) (538)
Net Cash Provided by (Used in) Financing Activities 210,331 59,003 (80,166)
Net Increase in Cash and Cash Equivalents 54,856 1,705 14,730
Cash and cash equivalents at beginning of period 79,542 77,837 63,107
Total Cash and Cash Equivalents at End of Period 134,398 79,542 77,837
Supplemental Cash Flow Information      
Cash paid during the year for - Interest 135,513 86,258 21,047
Cash paid during the year for - Taxes 14,826 10,381 23,898
Transfer of loans to other real estate owned 14,314 131 351
Right-of-use assets obtained in exchange for new lease liabilities $ 2,341 $ 1,655 $ 2,498
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CONSOLIDATED STATEMENTS OF CHANGES IN SHAREHOLDERS' EQUITY - USD ($)
$ in Thousands
Total
Cumulative Effect, Period of Adoption, Adjustment
Common Stock
Additional Paid-in Capital
Retained Earnings
Retained Earnings
Cumulative Effect, Period of Adoption, Adjustment
Accumulated Other Comprehensive (Loss) Income
Treasury Stock
Non- controlling Interests
Beginning balances at Dec. 31, 2021 $ 728,941   $ 1,470 $ 312,538 $ 475,262   $ (55,950) $ (5,791) $ 1,412
Increase (Decrease) in Stockholders' Equity [Roll Forward]                  
Net income (loss) attributable to noncontrolling interests and Tompkins Financial Corporation 85,156       85,030       126
Other comprehensive (loss) income (152,739)           (152,739)    
Total Comprehensive Loss (67,583)                
Cash dividends (33,565)       (33,565)        
Net exercise of stock options (538)   1 (539)          
Common stock repurchased and returned to unissued status (15,430)   (20) (15,410)          
Stock-based compensation expense 4,343     4,343          
Shares issued for employee stock ownership plan 2,951   4 2,947          
Directors deferred compensation plan 0     488       (488)  
Restricted stock activity (1,758)   1 (1,759)          
Adjustment to goodwill 155     155          
Dividend to noncontrolling interests (126)               (126)
Ending balances at Dec. 31, 2022 617,390   1,456 302,763 526,727   (208,689) (6,279) 1,412
Increase (Decrease) in Stockholders' Equity [Roll Forward]                  
Net income (loss) attributable to noncontrolling interests and Tompkins Financial Corporation 9,629       9,505       124
Other comprehensive (loss) income 83,684           83,684    
Total Comprehensive Loss 93,313                
Cash dividends (34,657)       (34,657)        
Net exercise of stock options (124)     (124)          
Common stock repurchased and returned to unissued status (8,726)   (15) (8,711)          
Stock-based compensation expense 4,100     4,100          
Directors deferred compensation plan 0     331       (331)  
Restricted stock activity (1,173)   3 (1,176)          
Dividend to noncontrolling interests (124)               (124)
Ending balances at Dec. 31, 2023 $ 669,934   1,444 297,183 501,510   (125,005) (6,610) 1,412
Ending balances (Accounting Standards Update 2022-02) at Dec. 31, 2023   $ (65)       $ (65)      
Increase (Decrease) in Stockholders' Equity [Roll Forward]                  
Accounting Standards Update [Extensible Enumeration] Accounting Standards Update 2022-02                
Net income (loss) attributable to noncontrolling interests and Tompkins Financial Corporation $ 70,973       70,850       123
Other comprehensive (loss) income 6,513           6,513    
Total Comprehensive Loss 77,486                
Cash dividends (35,132)       (35,132)        
Net exercise of stock options (115)     (115)          
Treasury stock issued 225     170       55  
Stock-based compensation expense 3,894     3,894          
Directors deferred compensation plan 0     186       (186)  
Restricted stock activity (1,242)   3 (1,245)          
Repurchase of noncontrolling interests (1,412)               (1,412)
Dividend to noncontrolling interests (123)               (123)
Ending balances at Dec. 31, 2024 $ 713,444   $ 1,447 $ 300,073 $ 537,157   $ (118,492) $ (6,741) $ 0
Ending balances (Accounting Standards Update 2022-02) at Dec. 31, 2024   $ (71)       $ (71)      
Increase (Decrease) in Stockholders' Equity [Roll Forward]                  
Accounting Standards Update [Extensible Enumeration] Accounting Standards Update 2023-02                
v3.25.0.1
CONSOLIDATED STATEMENTS OF CHANGES IN SHAREHOLDERS' EQUITY (Parenthetical) - $ / shares
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Statement of Stockholders' Equity [Abstract]      
Cash dividends (in dollars per share) $ 2.44 $ 2.40 $ 2.31
Net exercise of stock options (in shares) 2,375 1,996 6,465
Common stock repurchased and returned to unissued status (in shares)   150,000 197,979
Shares issued for employee stock ownership plan (in shares)     37,454
Treasury stock issued (in shares) (4,260)    
Directors deferred compensation plan (in shares) 3,660 3,348 4,040
Restricted stock activity (in shares) (23,808) 34,093 12,890
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Summary of Significant Accounting Policies
12 Months Ended
Dec. 31, 2024
Accounting Policies [Abstract]  
Summary of Significant Accounting Policies Summary of Significant Accounting Policies
 
Basis Of Presentation
Tompkins Financial Corporation ("Tompkins" or "the Company") is registered as a Financial Holding Company with the Federal Reserve Board pursuant to the Bank Holding Company Act of 1956, as amended, organized under the laws of New York State. Tompkins is the parent company of Tompkins Community Bank, and Tompkins Insurance Agencies, Inc. ("Tompkins Insurance"). Tompkins Community Bank provides a full array of trust and investment services under the Tompkins Financial Advisors brand. Unless the context otherwise requires, the term "Company" refers to Tompkins Financial Corporation and its subsidiaries.
 
The Company determines whether it has a controlling financial interest in an entity by first evaluating whether the entity is a voting interest entity or a variable interest entity under GAAP. Voting interest entities are entities in which the total equity investment at risk is sufficient to enable the entity to finance itself independently and provides the equity holders with the obligation to absorb losses, the right to receive residual returns and the right to make decisions about the entity’s activities. The Company consolidates voting interest entities in which it has all, or at least a majority of, the voting interest. As defined in applicable accounting standards, variable interest entities (VIEs) are entities that lack one or more of the characteristics of a voting interest entity. A controlling financial interest in a VIE is present when the Company has both the power and ability to direct the activities of the VIE that most significantly impact the VIE’s economic performance and an obligation to absorb losses or the right to receive benefits that could potentially be significant to the VIE.
 
The consolidated financial statements have been prepared in accordance with GAAP. In preparing the financial statements, management is required to make estimates and assumptions that affect the reported amounts of assets and liabilities, and disclose contingent assets and liabilities, at the date of the financial statements and the reported amounts of revenue and expense during the reporting period. Actual results could differ from those estimates. Significant items subject to such estimates and assumptions include the allowance for credit losses, valuation of goodwill and intangible assets, deferred income tax assets, and obligations related to employee benefits.
 
The consolidated financial information included herein combines the results of operations, assets, liabilities, and shareholders’ equity (including comprehensive income or loss) of the Company and entities in which the Company has a controlling financial interest. All significant intercompany balances and transactions are eliminated in consolidation. Amounts in the prior periods’ consolidated financial statements are reclassified when necessary to conform to the current periods’ presentation.
 
The Company has evaluated subsequent events for potential recognition and/or disclosure and determined that no further disclosures were required.
 
Cash and Cash Equivalents
Cash and cash equivalents in the Consolidated Statements of Cash Flows include cash and noninterest bearing balances due from banks, interest-bearing balances due from banks, Federal funds sold, and money market funds. Management regularly evaluates the credit risk associated with the counterparties to these transactions and believes that the Company is not exposed to any significant credit risk on cash and cash equivalents.

Securities
Management determines the appropriate classification of debt securities at the time of purchase. Securities are classified as held-to-maturity when the Company has the positive intent and ability to hold the securities to maturity. Held-to-maturity debt securities are stated at amortized cost. Debt securities not classified as held-to-maturity debt securities are classified as either available-for-sale or equity. Available-for-sale debt securities are stated at fair value with the unrealized gains and losses, net of tax, excluded from earnings and reported as a separate component of accumulated comprehensive income or loss, in shareholders’ equity. Certain equity securities that do not have a readily determinable fair value are stated at cost. Shares of stock of the Federal Home Loan Bank of New York, are also carried at cost.

Premiums and discounts are amortized or accreted over the expected life or call date of the related security as an adjustment to yield using the interest method. Dividend and interest income are recognized when earned. Realized gains and losses on the sale of securities are included in net gain (loss) on securities transactions. The cost of securities sold is based on the specific identification method.

For available-for-sale debt securities in an unrealized loss position, at least quarterly, the Company evaluates the securities to determine whether the decline in the fair value below the amortized cost basis (impairment) is due to credit-related factors or
noncredit-related factors. Any impairment that is not credit-related is recognized in other comprehensive income (loss), net of applicable taxes. Credit-related impairment is recognized as an allowance for credit losses ("ACL") on the Statements of Condition, limited to the amount by which the amortized cost basis exceeds the fair value, with a corresponding adjustment to earnings. Both the ACL and the adjustment to net income may be reversed if conditions change. However, if the Company intends to sell an impaired available-for-sale debt security or more likely than not will be required to sell such a security before recovering its amortized cost basis, the entire impairment amount must be recognized in earnings with a corresponding adjustment to the security’s amortized cost basis. Because the security’s amortized cost basis is adjusted to fair value, there is no ACL in this situation. Changes in the allowance for credit losses are recorded as provision (credit) for credit loss expense. Losses are charged against the ACL when management believes the uncollectability of an available-for-sale debt security is confirmed or when either of the criteria regarding intent or requirement to sell is met.

Management measures expected credit losses on held-to-maturity debt securities on a collective basis by major security type with each type sharing similar risk characteristics and considers historical credit loss information that is adjusted for current conditions and reasonable and supportable forecasts.

Accrued interest receivable on securities is excluded from the estimate of credit losses.

Loans and Leases
Loans are reported at their principal outstanding balance, net of deferred loan origination fees and costs, and unearned income. The Company has the ability and intent to hold its loans for the foreseeable future, except for certain residential real estate loans held-for-sale. The Company provides motor vehicle and equipment financing to its customers through direct financing leases. These leases are carried at the aggregate of lease payments receivable, plus estimated residual values, less unearned income. Unearned income on direct financing leases is amortized over the lease terms, resulting in a level rate of return.
 
Residential real estate loans originated and intended for sale in the secondary market are carried at the lower of aggregate cost or estimated fair value. Fair value is determined on the basis of the rates quoted in the secondary market. Net unrealized losses attributable to changes in market interest rates are recognized through a valuation allowance by charges to income. Loans are generally sold on a non-recourse basis with servicing retained. Any gain or loss on the sale of loans is recognized at the time of sale as the difference between the recorded basis in the loan and the net proceeds from the sale. The Company may use commitments at the time loans are originated or identified for sale to mitigate interest rate risk. The commitments to sell loans and the commitments to originate loans held-for-sale at a set interest rate, if originated, are considered derivatives under Accounting Standard Codification ("ASC") Topic 815, Derivatives and Hedging. The impact of the estimated fair value adjustment was not significant to the consolidated financial statements.

Interest income on loans is accrued and credited to income based upon the principal amount outstanding. Loan origination fees and costs are deferred and recognized over the life of the loan as an adjustment to yield. Loans are considered past due if the required principal and interest payments have not been received as of the date such payments are due. Loans and leases, including individually evaluated loans, are generally classified as nonaccrual if they are past due as to maturity or payment of principal or interest for a period of more than 90 days, unless such loans are well secured and in the process of collection. Loans that are past due less than 90 days may also be classified as nonaccrual if repayment in full of principal or interest is in doubt.
 
Loans may be returned to accrual status when all principal and interest amounts contractually due (including arrearages) are reasonably assured of repayment within an acceptable time period, and there is a sustained period (generally six consecutive months) of repayment performance by the borrower in accordance with the contractual terms of the loan agreement. When interest accrual is discontinued, all unpaid accrued interest is reversed. Payments received on loans on nonaccrual are generally applied to reduce the principal balance of the loan.
 
In general, the principal balance of a loan is charged off in full or in part when management concludes, based on the available facts and circumstances, that collection of principal in full is not probable. For commercial and commercial real estate loans, this conclusion is generally based upon a review of the borrower’s financial condition and cash flow, payment history, economic conditions, and the conditions in the various markets in which the collateral, if any, may be liquidated. In general, consumer loans are charged-off in accordance with regulatory guidelines which provide that such loans be charged-off when the Company becomes aware of the loss, such as from a triggering event that may include new information about a borrower’s intent/ability to repay the loan, bankruptcy, fraud or death, among other things, but in no case will the charge-off exceed specified delinquency timeframes. Such delinquency timeframes state that closed-end retail loans (loans with pre-defined maturity dates, such as real estate mortgages, home equity loans and consumer installment loans) that become past due 120 cumulative days and open-end retail loans (loans that roll-over at the end of each term, such as home equity lines of credit) that become past due 180 cumulative days should be classified as a loss and charged-off. For residential real estate loans, charge-off
decisions are based upon past due status, current assessment of collateral value, and general market conditions in the areas where the properties are located.
 
Acquired Loans
Acquired loans are recorded at fair value at the date of acquisition based on a discounted cash flow methodology that considers various factors including the type of loan and related collateral, classification status, fixed or variable interest rate, term of loan and whether or not the loan was amortizing, and a discount rate reflecting the Company’s assessment of risk inherent in the cash flow estimates. Certain larger purchased loans are individually evaluated while other purchased loans are grouped together according to similar risk characteristics and are treated in the aggregate when applying various valuation techniques. These cash flow evaluations are inherently subjective as they require material estimates, all of which may be susceptible to significant change.

 Allowance for Credit Losses – Loans
The Company estimates the ACL on loans based on the underlying assets’ amortized cost basis, which is the amount at which the financing receivable is originated or acquired, adjusted for applicable accretion or amortization of premium, discount, collection of cash, and charge-offs. In the event that collection of principal becomes uncertain, the Company has policies in place to reverse accrued interest in a timely manner. Therefore, the Company has made a policy election to exclude accrued interest from the amortized cost basis.

Expected credit losses are reflected in the ACL through a charge to the provision for credit loss expense. When the Company deems all or a portion of a financial asset to be uncollectible, the appropriate amount is written off and the ACL is reduced by the same amount. In general, the principal balance of a loan is charged off in full or in part when management concludes, based on the available facts and circumstances, that collection of principal in full is not probable. In addition, the Company has reserves for expected recoveries where the Company reviews the prior four quarter charge-offs and applies a recovery rate based on the Company’s historical experience. Subsequent recoveries, if any, are credited to the ACL when received.

The Company measures expected credit losses of financial assets at the loan level by segment, by pooling loans when the financial assets share similar risk characteristics. Depending on the nature of the pool of financial assets with similar risk characteristics, the Company uses a discounted cash flow ("DCF") method to estimate the expected credit losses. Allowance on loans that do not share risk characteristics are evaluated on an individual basis. The Company assigns a credit risk rating to all commercial and commercial real estate loans. The Company reviews commercial and commercial real estate loans rated Substandard or worse, on nonaccrual, and greater than $250,000 for loss potential and when deemed appropriate, assigns an allowance based on an individual evaluation.

The Company’s methodologies for estimating the ACL consider available relevant information about the collectability of cash flows, including information about past events, current conditions, and reasonable and supportable forecasts. The methodologies apply historical loss information, adjusted for asset-specific characteristics, economic conditions at the measurement date, and forecasts about future economic conditions expected to exist through the contractual lives of the financial assets that are reasonable and supportable, to the identified pools of financial assets with similar risk characteristics for which the historical loss experience was observed. The Company’s methodologies revert back to average historical loss information on a straight line basis over eight quarters when it can no longer develop reasonable and supportable forecasts.

The Company has identified the following pools of financial assets with similar risk characteristics for measuring expected credit losses: commercial, commercial real estate, residential, home equity, consumer and leases. This segmentation was selected based on the differences in the risk profile of each of these categories and aligns well with regulatory reporting categories. This segmentation separates borrower type, collateral type and the nature of the loan. The differences in risk profiles of these segments enable the ACL to be more precise in its allocation due to the inherent risk in these specific portfolios.

Discounted Cash Flow Method
The Company uses the DCF method to estimate expected credit losses for the commercial, commercial real estate, residential, home equity, and consumer loan pools. For each of these loan segments, the Company generates cash flow projections at the instrument level wherein payment expectations are adjusted for exposure at default using estimated prepayment speeds, time to recovery, probability of default, and loss given default. The modeling of expected prepayment speeds, and time to recovery are based on historical internal data.

The Company uses regression analysis of historical internal and peer data to determine suitable loss drivers to utilize when modeling lifetime probability of default and loss given default. This analysis also determines how expected probability of default and loss given default will react to forecasted levels of the loss drivers. For all loan pools utilizing the DCF method,
management utilizes and forecasts national unemployment and a one-year percentage change in national gross domestic product as loss drivers in the model.

For all DCF models, management has determined that four quarters represents a reasonable and supportable forecast period and reverts back to a historical loss rate over eight quarters on a straight-line basis. Management leverages economic projections from an independent third party to inform its loss driver forecasts over the four-quarter forecast period. Other internal and external indicators of economic forecasts, and scenario weightings, are also considered by management when developing the forecast metrics. The model considers a base case forecast and two alternative forecasts and assigns weightings to these three scenarios based on current conditions and expectations for future conditions.

The combination of adjustments for credit expectations (default and loss) and timing expectations (prepayment, curtailment, and time to recovery) produces an expected cash flow stream at the instrument level. Instrument effective yield is calculated, net of the impacts of prepayment assumptions, and the instrument expected cash flows are then discounted at that effective yield to produce an instrument-level net present value of expected cash flows ("NPV"). An ACL is established for the difference between the instrument’s NPV and amortized cost basis.

The model also considers the need to qualitatively adjust expected loss estimates for information not already captured in the loss estimation process. These qualitative factors include, but are not limited to, those suggested by the Interagency Policy Statement on Allowances for Credit Losses. These qualitative factor adjustments may increase or decrease the Company's estimate of expected credit losses.

Due to the size and characteristics of the leasing portfolio, the remaining life method, using the historical loss rate of the commercial and industrial segment, is used to determine the allowance for credit losses.

Individually Evaluated Financial Assets
Loans that do not share common risk characteristics are evaluated on an individual basis. For collateral dependent financial assets where the Company has determined that foreclosure of the collateral is probable, or where the borrower is experiencing financial difficulty and the Company expects repayment of the financial asset to be provided substantially through the operation or sale of the collateral, the ACL is measured based on the difference between the fair value of the collateral less cost to sell, and the amortized cost basis of the asset as of the measurement date. The ACL may be zero if the fair value of the collateral at the measurement date exceeds the amortized cost basis of the financial asset.

The Company’s estimate of the ACL reflects losses expected over the remaining contractual life of the assets. The contractual term does not consider extensions, renewals or modifications unless the Company has identified an expected troubled debt restructuring.

For acquired credit impaired loans accounted for under FASB ASC Topic 310-30, Loans and Debt Securities Acquired with Deteriorated Credit Quality, ("ASC Topic 310-30"), the Company’s allowance for loan and lease losses was estimated based upon our expected cash flows for these loans. To the extent that we experienced a deterioration in borrower credit quality resulting in a decrease in our expected cash flows subsequent to the acquisition of the loans, an allowance for loan losses would be established based on our estimate of future credit losses over the remaining life of the loans.

For acquired non-credit impaired loans accounted for under FASB ASC Topic 310-20, Nonrefundable Fees and Other Costs, ("ASC Topic 310-20"), the Company’s allowance for loan and lease losses was maintained through provisions for loan losses based upon an evaluation process that was similar to our evaluation process used for originated loans. In conducting this evaluation, which included a review of loans on which full collectability may not be reasonably assured, the Company considered, among other matters, the estimated fair value of the underlying collateral, economic conditions, historical net loan loss experience, carrying value of the loans, which included the remaining net purchase discount or premium, and other factors that warrant recognition in determining our allowance for loan losses.

The Company adopted Accounting Standard Update ("ASU") 2016-13 on January 1, 2020, using the prospective transition approach for financial assets purchased with credit deterioration ("PCD") that were previously classified as purchased credit impaired ("PCI") and accounted for under ASC 310-30. In accordance with the standard, the Company did not reassess whether PCI assets met the criteria of PCD assets as of the date of adoption. The remaining discount on the PCD assets will be accreted into interest income on a level-yield method over the life of the loans.
Loan Modifications
The Company adopted ASU 2022-02 effective January 1, 2023. This standard eliminated the previous troubled debt restructuring ("TDR") accounting model and replaced it with guidance and disclosure requirements for identifying modifications to loans to borrowers experiencing financial difficulty. Modifications to borrowers experiencing financial difficulty may include interest rate reductions, principal or interest forgiveness, forbearances, term extensions, and other actions intended to minimize economic loss and to avoid foreclosure or repossession of collateral.

Loan Commitments and Allowance for Credit Losses on Off-Balance Sheet Credit Exposures
Financial instruments include off-balance sheet credit instruments, such as commitments to make loans, unused lines of credit and commercial letters of credit, issued to meet customer financing needs. The Company’s exposure to credit loss in the event of nonperformance by the other party to the financial instrument for off-balance sheet loan commitments is represented by the contractual amount of those instruments. Such financial instruments are recorded when they are funded.

The Company records an allowance for credit losses on off-balance sheet credit exposures, unless the commitments to extend credit are unconditionally cancellable, through a charge to the provision for credit loss expense for off-balance sheet credit exposures included in other noninterest expense in the Company’s Consolidated Statements of Income. The ACL on off-balance sheet credit exposures is estimated by loan segment at each balance sheet date under the current expected credit loss model using similar methodologies as portfolio loans, taking into consideration the likelihood that funding will occur, and is included in other liabilities on the Company’s Statements of Condition.

Premises and Equipment
Land is carried at cost. Premises and equipment are stated at cost, less allowances for depreciation. The provision for depreciation for financial reporting purposes is computed generally by the straight-line method at rates sufficient to write-off the cost of such assets over their estimated useful lives. Buildings are amortized over a period of 10-39 years, and furniture, fixtures, and equipment are amortized over a period of 2-20 years. Leasehold improvements are generally depreciated over the lesser of the lease term or the estimated lives of the improvements. Maintenance and repairs are charged to expense as incurred. Gains or losses on disposition are reflected in earnings.

Leases
The Company leases certain office facilities and office equipment under operating leases. The Company also owns certain office facilities which it leases to outside parties under operating lessor leases; however, such leases are not significant. For operating leases other than those considered to be short-term, defined as leases of 12 months or less, the Company recognizes operating lease right-of-use ("ROU") assets and related lease liabilities at the time of lease commencement. ROU assets represent the Company's right to use the underlying asset for the lease term and the lease liabilities represent the Company's obligation to make lease payments under the leases. ROU assets and operating lease liabilities are reported as components of accrued interest and other assets and other liabilities, respectively, on our accompanying consolidated balance sheets. Leases with terms of 12 months or less are recognized in the income statement over the lease term.

In recognizing ROU assets and related lease liabilities, the Company accounts for lease and non-lease components (such as taxes, insurance, and common area maintenance costs) separately as such amounts are generally readily determinable under our lease contracts. To estimate the present value of lease payments over the expected lease term, the Company uses interest rates on advances from the FHLB at the time of commencement. The Company's lease term may include options to extend or terminate the leases when it is reasonably certain that the option will be exercised. Lease expense is recognized on a straight-line basis over the lease term and is included in net occupancy expense of premises in the Company's Consolidated Statements of Income.

Bank Owned Life Insurance
The Company owns life insurance policies on certain current and former employees and directors where the Bank is the beneficiary. Bank owned life insurance ("BOLI") is recorded at the amount that can be realized under the insurance contract at the balance sheet date, which is the cash surrender value (“CSV”) adjusted for other charges or other amounts due that are probable at settlement. Increases in the CSV of the policies, as well as the death benefits received, net of any CSV, are recorded in noninterest income, and are not subject to income taxes.

Other Real Estate Owned
Other real estate owned consists of properties formerly pledged as collateral to loans, which have been acquired by the Company through foreclosure proceedings or acceptance of a deed in lieu of foreclosure. Upon transfer of a loan to foreclosure status, an appraisal is generally obtained and any excess of the loan balance over the fair value, less estimated costs to sell, is
charged against the allowance for credit losses. Expenses and subsequent adjustments to the fair value are treated as other operating expense.
 
Goodwill
Goodwill represents the excess of purchase price over the fair value of assets acquired in a transaction using purchase accounting. Goodwill has an indefinite useful life and is not amortized, but is tested for impairment. Goodwill impairment tests are performed on an annual basis or when events or circumstances dictate. On January 1, 2020, the Company adopted ASU 2017-04, "Intangibles - Goodwill and Other (Topic 350) - Simplifying the Test for Goodwill Impairment", which eliminates an entity's requirement to compute the implied fair value. The Company tests goodwill annually as of December 31st. The Company has the option to perform a qualitative assessment of goodwill, which considers company-specific and economic characteristics that might impact its carrying value. If, based on this qualitative assessment, it is more likely than not that the fair value of the reporting unit is less than its carrying amount, then a quantitative test (Step 1) is performed, which compares the fair value of the reporting unit to the carrying amount of the reporting unit in order to identify potential impairment. If the estimated fair value of a reporting unit exceeds its carrying amount, the goodwill of the reporting unit is not considered impaired. The implied fair value of goodwill is determined in the same manner as goodwill that is recognized in a business combination. Significant judgment and estimates are involved in estimating the fair value of the assets and liabilities of the reporting units.
 
Other Intangible Assets
Other intangible assets include core deposit intangibles, customer related intangibles, covenants not to compete, and mortgage servicing rights. Core deposit intangibles represent a premium paid to acquire a base of stable, low cost deposits in the acquisition of a bank, or a bank branch, using purchase accounting. The amortization period for core deposit intangible ranges from 5 to 10 years, using an accelerated method. The covenants not to compete are amortized on a straight-line basis over 3 to 6 years, while customer related intangibles are amortized on an accelerated basis over a range of 6 to 15 years. The amortization period is monitored to determine if circumstances require such periods to be revised. The Company periodically reviews its intangible assets for changes in circumstances that may indicate the carrying amount of the asset is impaired. The Company tests its intangible assets for impairment on an annual basis or more frequently if conditions indicate that an impairment loss has more likely than not been incurred.
 
Income Taxes
Deferred tax assets and liabilities are recognized for the future tax consequences attributable to differences between the financial statement carrying amounts of existing assets and liabilities and their respective tax bases. Deferred tax assets and liabilities are measured using enacted tax rates expected to apply to taxable income in the years in which those temporary differences are expected to be recovered or settled. The effect on deferred tax assets and liabilities of a change in tax rates is recognized in income in the period that includes the enactment date. Deferred taxes are reviewed quarterly and reduced by a valuation allowance if, based upon the information available, it is more likely than not that some or all of the deferred tax assets will not be realized. Realization of deferred tax assets is dependent upon the generation of a sufficient level of future taxable income and recoverable taxes paid in prior years. In such cases, although realization is not assured, management believes it is more likely than not that all of the deferred tax assets will be realized. The Company’s policy is to recognize interest and penalties on unrecognized tax benefits in income tax expense in the Consolidated Statements of Income.

Tax Credit Investments
The Company accounts for its investments in qualified affordable housing projects using the proportional amortization method. Under that method, the Company amortizes the initial cost of the investment in proportion to the tax credits and other tax benefits received and recognizes the net investment performance in the income statement as a component of income tax expense. As of December 31, 2024 and 2023, the Company's remaining investment in qualified affordable housing projects, net of amortization totaled $2.1 million and $2.3 million, respectively.
 
Securities Sold Under Agreements to Repurchase
Securities sold under agreements to repurchase (repurchase agreements) are agreements in which the Company transfers the underlying securities to a third-party custodian’s account that explicitly recognizes the Company’s interest in the securities. The agreements are accounted for as secured financing transactions provided the Company maintains effective control over the transferred securities and meets other criteria as specified in FASB ASC Topic 860, Transfers and Servicing ("ASC Topic 860"). The Company’s agreements are accounted for as secured financings; accordingly, the transaction proceeds are reflected as liabilities and the securities underlying the agreements continue to be carried in the Company’s securities portfolio.
Treasury Stock
The cost of treasury stock is shown on the Consolidated Statements of Condition as a separate component of shareholders’ equity, and is a reduction to total shareholders’ equity. Shares are released from treasury at fair value, identified on an average cost basis.
 
Trust and Investment Services
Assets held in fiduciary or agency capacities for customers are not included in the accompanying Consolidated Statements of Condition, since such items are not assets of the Company. Fees associated with providing trust and investment services are included in noninterest income. Additional information on trust and investment fees is presented in "Note 13 - Revenue Recognition."
 
Earnings Per Share
Basic earnings per share is calculated by dividing net income available to common shareholders by the weighted average number of shares outstanding during the year, exclusive of shares represented by the unvested portion of restricted stock and restricted stock units. Diluted earnings per share is calculated by dividing net income available to common shareholders by the weighted average number of shares outstanding during the year plus the dilutive effect of the unvested portion of restricted stock and restricted stock units and stock issuable upon conversion of common stock equivalents (primarily stock options) or certain other contingencies. The Company uses authoritative accounting guidance under ASC Topic 260, Earnings Per Share, which provides that unvested share-based payment awards that contain non-forfeitable rights to dividends or dividend equivalents (whether paid or unpaid) are participating securities and shall be included in the computation of earnings per share pursuant to the two-class method. The Company has issued stock-based compensation awards that included restricted stock awards that contain such rights and are thus considered participating securities. The Company has also issued restricted stock awards that do not contain non-forfeitable rights to dividends or dividend equivalents.
 
Segment Reporting
The Company manages its operations through three reportable business segments in accordance with the standards set forth in FASB ASC Topic 280, "Segment Reporting". The three segments are: (i) banking ("Banking"), (ii) insurance ("Tompkins Insurance Agencies, Inc.") and (iii) wealth management ("Tompkins Financial Advisors"). The Company’s insurance services and wealth management services are managed separately from the Bank. Additional information on the segments is presented in "Note 21 - Segment and Related Information".
 
Comprehensive Income (Loss)
For the Company, comprehensive income (loss) represents net income plus the net change in unrealized gains or losses on available-for-sale debt securities for the period (net of taxes), and the actuarial gain or loss and amortization of unrealized amounts in the Company’s defined-benefit retirement and pension plan, supplemental employee retirement plan, and post-retirement life and healthcare benefit plan (net of taxes), and is presented in the Consolidated Statements of Comprehensive Income (Loss) and Consolidated Statements of Changes in Shareholders’ Equity. Accumulated other comprehensive income (loss) represents the net unrealized gains or losses on available-for-sale debt securities (net of tax) and unrecognized net actuarial gain or loss, unrecognized prior service costs, and unrecognized net initial obligation (net of tax) in the Company’s defined-benefit retirement and pension plan, supplemental employee retirement plan, and post-retirement life and healthcare benefit plan.
 
Pension and Other Employee Benefits
The Company maintains noncontributory defined-benefit and defined contribution plans, which cover substantially all employees of the Company. In addition, the Company also maintains supplemental employee retirement plans for certain executives and a post-retirement life and healthcare plan. These plans are discussed in detail in "Note 10 - Employee Benefit Plans". The Company incurs certain employment-related expenses associated with these plans. In order to measure the expense associated with these plans, various assumptions are made including the discount rate used to value certain liabilities, expected return on plan assets, anticipated mortality rates, and expected future healthcare costs. The assumptions are based on historical experience as well as current facts and circumstances. A third-party actuarial firm is used to assist management in measuring the expense and liability associated with the plans. The Company uses a December 31 measurement date for its plans. As of the measurement date, plan assets are determined based on fair value, generally representing observable market prices. The projected benefit obligation is primarily determined based on the present value of projected benefit distributions at an assumed discount rate.
 
The expenses associated with these plans are charged to current operating expenses. The Company recognizes an asset for a plan’s overfunded status or a liability for a plan’s underfunded status in the Company’s consolidated statements of condition,
and recognizes changes in the funded status of these plans in comprehensive income, net of applicable taxes, in the year in which the change occurred.

Stock-Based Compensation
The Company's current stock-based compensation plan provides for stock options, stock appreciation rights ("SARs"), restricted stock awards, restricted stock units and performance share units.

Compensation expense for awards is recognized over the service period based on the fair value at the date of grant and is included in salaries and employee benefits expense in the Consolidated Statements of Income. Grant date fair value for SARs is estimated using the Black-Scholes option-pricing model. Awards of restricted stock awards, restricted stock units and performance share units are valued at the fair market value of the Company's common stock as of the award date. Compensation expense for performance share units is estimated based on the probability that the performance conditions will be achieved. The likelihood that the performance conditions will be met is assessed each reporting period. Forfeitures are recognized when they occur. Vested equity awards are issued from authorized but unissued stock.

Excess tax benefits (expenses) result when tax return deductions differ from recognized share-based compensation cost that are determined using the grant-date fair value approach for financial statement purposes. Excess tax benefits (expenses) related to the settlement of share-based awards are recorded as a decrease (increase) to income tax expense in the Consolidated Income Statements and are classified in the Consolidated Statements of Cash Flows as an operating activity.

Fair Value Measurements
The Company accounts for the provisions of FASB ASC Topic 820, Fair Value Measurements and Disclosures ("ASC Topic 820"), for financial assets and financial liabilities. ASC Topic 820 defines fair value, establishes a framework for measuring fair value in accordance with GAAP, and expands disclosures about fair value measurements. See "Note 18 - Fair Value Measurements".

In general, fair values of financial instruments are based upon quoted market prices, where available. If such quoted market prices are not available, fair value is based upon internally developed models that primarily use, as inputs, observable market-based parameters. Valuation adjustments may be made to ensure that financial instruments are recorded at fair value. These adjustments may include amounts to reflect counterparty credit quality and the Company’s creditworthiness, among others.

Revenue Recognition
In general, for revenue not associated with financial instruments, guarantees and lease contracts, the Company applies the following steps when recognizing revenue from contracts with customers: (i) identify the contract, (ii) identify the performance obligations, (iii) determine the transaction price, (iv) allocate the transaction price to the performance obligations and (v) recognize revenue when a performance obligation is satisfied. Our contracts with customers are generally short term in nature, typically due within one year or less or cancellable by us or our customer upon a short notice period. Performance obligations for our customer contracts are generally satisfied at a single point in time, typically when the transaction is complete, or over time. For performance obligations satisfied over time, the Company primarily uses the output method, directly measuring the value of the products/services transferred to the customer, to determine when performance obligations have been satisfied. The Company typically receives payment from customers and recognizes revenue concurrent with the satisfaction of our performance obligations. In most cases, this occurs within a single financial reporting period. For payments received in advance of the satisfaction of performance obligations, revenue recognition is deferred until such time as the performance obligations have been satisfied. In cases where we have not received payment despite satisfaction of our performance obligations, we accrue an estimate of the amount due in the period our performance obligations have been satisfied. For contracts with variable components, only amounts for which collection is probable are accrued. The Company generally acts in a principal capacity, on our own behalf, in most of our contracts with customers. In such transactions, the Company recognizes revenue and the related costs to provide our services on a gross basis in our financial statements. In some cases, the Company acts in an agent capacity, deriving revenue through assisting other entities in transactions with our customers. In such transactions, the Company recognizes revenue and the related costs to provide our services on a net basis in our financial statements. These transactions recognized on a net basis primarily relate to insurance and brokerage commissions and fees derived from our customers' use of various interchange and ATM/debit card networks. Refer to "Note 13 - Revenue Recognition" for additional disclosures.

Derivative Instruments and Hedging Activities
The Company enters into derivative financial instruments to manage exposures that arise from business activities that result in the receipt or payment of future known and uncertain cash amounts, the value of which are determined by interest rates. The Company also enters into interest rate derivatives to accommodate the business requirements of certain qualifying customers. All derivatives are recognized as other assets or other liabilities on the Company's Consolidated Statements of Condition at fair
value. The accounting for changes in the fair value of derivatives depends on the intended use of the derivative and resulting designation.

For derivatives designated and that qualify as fair value hedges, the gain or loss on the derivative as well as the offsetting loss or gain on the hedged item attributable to the hedged risk are recognized in interest income.

The Company has entered into risk participation agreements with other banks in commercial loan arrangements. These derivatives are not designated as hedges and therefore, changes in fair value are recognized in earnings.

Under a risk participation-out agreement, a derivative asset, the Company participates out a portion of the credit risk associated with the interest rate swap position executed with the commercial borrower for a fee paid to the participating bank. Under a risk participation-in agreement, a derivative liability, the Company assumes, or participates in, a portion of the credit risk associated with the interest rate swap position with the commercial borrower for a fee received from the other bank.

Newly Adopted Accounting Standards

ASU No. 2023-02, "Investments - Equity Method and Joint Ventures (Topic 323): Accounting for Investments in Tax Credit Structures Using the Proportional Amortization Method." This update will allow reporting entities to consistently account for equity investments made primarily for the purpose of receiving income tax credits or other income tax benefits. This update applies to all reporting entities that hold (1) tax equity investments that meet the conditions for and elect to account for them using the proportional amortization method or (2) an investment in a low income housing tax credit ("LIHTC") structure through a limited liability entity that is not accounted for using the proportional amortization method and to which certain LIHTC specific guidance removed from Subtopic 323-740 has been applied. Additionally, the disclosure requirements apply to investments that generate income tax credits and other income tax benefits from a tax credit program for which the entity has elected to apply the proportional amortization method (including investments within that elected program that do not meet the conditions to apply the proportional amortization method). The amendments in this update permit reporting entities to elect to account for their tax equity investments, regardless of the tax credit program from which the income tax credits are received, using the proportional amortization method if certain conditions are met. ASU 2023-02 is effective for fiscal years beginning after December 15, 2023 and interim periods in those years. The adoption of ASU 2023-02 on January 1, 2024 did not have a material effect on the Company's financial statements.

Transition for existing tax credits that qualify must be recognized using either a modified retrospective transition or a retrospective transition for all existing tax investments still expected to provide tax benefits and elected under ASU 2023-02 to apply the proportional amortization method. The Company has elected to treat all existing tax credit investments requiring adjustment under ASU 2023-02 using the modified retrospective method approach.

The Company had recorded 2 investments in separate LIHTC structures as of December 31, 2024 totaling $2.1 million already using proportional amortization, with a $57,000 benefit recorded to income tax expense in the fiscal year ending December 31, 2024 and $54,000 benefit for the fiscal year ending December 31, 2023. In addition, the Company has a historic rehabilitation tax credit that was previously recorded using the equity investment accounting method and had no residual book value or financial impact in either the current or prior year. The ASU 2023-02 day 1 adoption entry for this tax credit included the recording of a $40,000 investment and the write-off of a $444,000 gross timing difference (tax effective at $111,000) with a corresponding $71,000 reduction to retained earnings.

The Company has also elected to treat the following categories of tax credit investments under the proportional amortization method:

LIHTC - Low Income Housing Tax Credits
New Market Tax Credits
Historic Rehabilitation Tax Credit
Renewable Energy Tax Credit
State Specific Tax Credits

ASU No. 2023-07, "Segment Reporting (Topic 280): Improvements to Reportable Segment Disclosures." The amendments in this update improve financial reporting by requiring disclosure of incremental segment information on an annual and interim basis. The amendments in this ASU are effective for the Company for fiscal years beginning after December 15, 2023 and interim periods within fiscal years beginning after December 15, 2024. Adoption did not have a significant effect on our financial statements or disclosures.
Accounting Standards Pending Adoption

ASU No. 2023-06, Disclosure Improvements, amends the disclosure or presentation requirements related to various subtopics in the FASB Accounting Standards Codification. The new guidance is intended to align GAAP requirements with those of the SEC. The ASU will become effective on the earlier of the date on which the SEC removes its disclosure requirements from Regulation S-X or Regulation S-K, or June 30, 2027. Early adoption is prohibited. Adoption of ASU 2023-06 is not expected to have a material impact on our consolidated financial statements.

ASU No. 2023-09, "Income Taxes (Topic 740) - Improvements to Income Tax Disclosures." The amendments in this update relate to the rate reconciliation and income taxes paid disclosures improve the transparency of income tax disclosures by requiring (1) consistent categories and greater disaggregation of information in the rate reconciliation and (2) income taxes paid disaggregated by jurisdiction. ASU 2023-09 is effective for fiscal years beginning after December 15, 2024 and interim periods in those years. Tompkins is currently evaluating the potential impact of ASU 2023-09 on our consolidated financial statements.

ASU No. 2024-03, "Disaggregation of Income Statement Expenses," requires new financial statement disclosures in tabular format, disaggregating information about prescribed categories underlying any relevant income statement expense captions, including employee compensation, depreciation, and intangible asset amortization. Tompkins is required to adopt this ASU prospectively for annual periods beginning after December 15, 2026, and interim periods within fiscal years beginning after December 15, 2027. Early adoption and retrospective application are permitted.

The Company reviews new accounting standards as issued. Management has not identified any other new standards that it believes will have a significant impact on the Company’s financial statements.
v3.25.0.1
Securities
12 Months Ended
Dec. 31, 2024
Investments, Debt and Equity Securities [Abstract]  
Securities Securities 
Available-for-Sale Debt Securities
The following tables summarize available-for-sale debt securities held by the Company at December 31, 2024 and 2023:
December 31, 2024Available-for-Sale Debt Securities
(In thousands)Amortized
Cost
Gross
Unrealized
Gains
Gross
Unrealized
Losses
Fair Value
U.S. Treasuries$75,141 $140 $3,784 $71,497 
Obligations of U.S. Government sponsored entities398,648 2,008 20,376 380,280 
Obligations of U.S. states and political subdivisions86,328 8,638 77,694 
Mortgage-backed securities – residential, issued by
 U.S. Government agencies68,130 4,879 63,254 
 U.S. Government sponsored entities736,376 1,680 101,696 636,360 
U.S. corporate debt securities2,500 53 2,447 
Total available-for-sale debt securities$1,367,123 $3,835 $139,426 $1,231,532 

December 31, 2023Available-for-Sale Debt Securities
(In thousands)Amortized
Cost
Gross
Unrealized
Gains
Gross
Unrealized
Losses
Fair Value
U.S. Treasuries$114,418 $495 $5,009 $109,904 
Obligations of U.S. Government sponsored entities472,286 6,449 22,277 456,458 
Obligations of U.S. states and political subdivisions89,999 8,077 81,924 
Mortgage-backed securities – residential, issued by
U.S. Government agencies49,976 4,744 45,240 
U.S. Government sponsored entities819,303 2,422 100,895 720,830 
U.S. corporate debt securities2,500 206 2,294 
Total available-for-sale debt securities$1,548,482 $9,376 $141,208 $1,416,650 
Held-to-Maturity Debt Securities 
The following tables summarize held-to-maturity debt securities held by the Company at December 31, 2024 and 2023:

December 31, 2024Held-to-Maturity Debt Securities
(In thousands)Amortized
Cost
Gross
Unrealized
Gains
Gross
Unrealized
Losses
Fair Value
U.S. Treasuries$86,049 $$11,361 $74,688 
Obligations of U.S. Government sponsored entities226,413 $33,806 192,607 
Total held-to-maturity debt securities$312,462 $0 $45,167 $267,295 
 
December 31, 2023Held-to-Maturity Debt Securities
(In thousands)Amortized
Cost
Gross
Unrealized
Gains
Gross
Unrealized
Losses
Fair Value
U.S. Treasuries$86,266 $$11,051 $75,215 
Obligations of U.S. Government sponsored entities226,135 33,895 192,240 
Total held-to-maturity debt securities$312,401 $0 $44,946 $267,455 

The following table sets forth information with regard to sales transactions of available-for-sale debt securities:

Year ended December 31,
(In thousands)202420232022
Proceeds from sales$39,952 $440,488 $160,638 
Gross realized gains50 
Gross realized losses(69,983)(11,916)
Net gain (loss) on sales of available-for-sale debt securities$50 $(69,983)$(11,916)

The Company's available-for-sale and held-to-maturity debt securities portfolios includes callable securities that may be called prior to maturity. The Company did not recognize any gains on called securities for the years ended December 31, 2024, 2023 and 2022. The Company also recognized net losses of $18,400, net gains of $10,000, and net losses of $125,000 on equity securities for the years ended December 31, 2024, 2023 and 2022, respectively, reflecting the change in fair value.

In 2023, the Company completed a balance sheet repositioning for general balance sheet, portfolio and interest rate risk management, by selling approximately $510.5 million of available-for-sale debt securities, which resulted in an pre-tax loss on the sale of approximately $70.0 million.

In the fourth quarter of 2022, the Company sold its Class B common shares of Visa Inc. for $11.4 million. The shares had no carrying value on the Company's Consolidated Statements of Condition, and the Company had no historical cost basis in the shares, thus the $11.4 million was realized as a pre-tax gain. The Company received the shares as part of its membership interest in Visa in March 2008.
The following table summarizes available-for-sale debt securities that had unrealized losses at December 31, 2024:

December 31, 2024Available-for-Sale Debt Securities
Less than 12 Months12 Months or LongerTotal
(In thousands)Fair ValueUnrealized LossesFair ValueUnrealized LossesFair ValueUnrealized Losses
U.S. Treasuries$$$57,019 $3,784 $57,019 $3,784 
Obligations of U.S. Government sponsored entities14,085 515 188,296 19,861 202,381 20,376 
Obligations of U.S. states and political subdivisions3,159 36 73,657 8,602 76,816 8,638 
Mortgage-backed securities – residential, issued by
U.S. Government agencies27,082 89 35,879 4,790 62,961 4,879 
U.S. Government sponsored entities32,063 502 523,353 101,194 555,416 101,696 
U.S. corporate debt securities2,447 53 2,447 53 
Total available-for-sale debt securities$76,389 $1,142 $880,651 $138,284 $957,040 $139,426 
 
The following table summarizes held-to-maturity debt securities that had unrealized losses at December 31, 2024:

December 31, 2024Held-to-Maturity Debt Securities
Less than 12 Months12 Months or LongerTotal
(In thousands)Fair ValueUnrealized LossesFair ValueUnrealized LossesFair ValueUnrealized Losses
U.S. Treasuries$$$74,688 $11,361 $74,688 $11,361 
Obligations of U.S. Government sponsored entities192,607 33,806 192,607 33,806 
Total held-to-maturity debt securities$0 $0 $267,295 $45,167 $267,295 $45,167 

Within the available-for-sale and held-to-maturity portfolios, the total number of securities in an unrealized loss position were 577 and 572 at December 31, 2024 and 2023, respectively.

The following table summarizes available-for-sale debt securities that had unrealized losses at December 31, 2023: 

December 31, 2023Available-for-Sale Debt Securities
Less than 12 Months12 Months or LongerTotal
(In thousands)Fair ValueUnrealized LossesFair ValueUnrealized LossesFair ValueUnrealized Losses
U.S. Treasuries$$$65,663 $5,009 $65,663 $5,009 
Obligations of U.S. Government sponsored entities14,453 110 220,913 22,167 235,366 22,277 
Obligations of U.S. states and political subdivisions10,572 106 69,601 7,971 80,173 8,077 
Mortgage-backed securities – residential, issued by
U.S. Government agencies1,145 43,764 4,740 44,909 4,744 
U.S. Government sponsored entities5,659 66 609,456 100,829 615,115 100,895 
U.S. corporate debt securities2,294 206 2,294 206 
Total available-for-sale debt securities$31,829 $286 $1,011,691 $140,922 $1,043,520 $141,208 
The following table summarizes held-to-maturity debt securities that had unrealized losses at December 31, 2023:

December 31, 2023Held-to-Maturity Debt Securities
Less than 12 Months12 Months or LongerTotal
(In thousands)Fair ValueUnrealized LossesFair ValueUnrealized LossesFair ValueUnrealized Losses
U.S. Treasuries$$$75,215 $11,051 $75,215 $11,051 
Obligations of U.S. Government sponsored entities192,240 33,895 192,240 33,895 
Total held-to-maturity debt securities$0 $0 $267,455 $44,946 $267,455 $44,946 

The Company evaluates available-for-sale debt securities for expected credit losses ("ECL") in unrealized loss positions at each measurement date to determine whether the decline in the fair value below the amortized cost basis is due to credit-related factors or noncredit-related factors.

Factors that may be indicative of ECL include, but are not limited to, the following:

Extent to which the fair value is less than the amortized cost basis.
Adverse conditions specifically related to the security, an industry, or geographic area (changes in technology, business practice).
Payment structure of the debt security with respect to underlying issuer or obligor.
Failure of the issuer to make scheduled payment of principal and/or interest.
Changes to the rating of a security or issuer by a nationally recognized statistical rating organization.
Changes in tax or regulatory guidelines that impact a security or underlying issuer.

For available-for-sale debt securities in an unrealized loss position, the Company evaluates the securities to determine whether the decline in the fair value below the amortized cost basis is the result of changes in interest rates or reflects a fundamental change in the credit worthiness of the underlying issuer. Any impairment that is not credit related is recognized in other comprehensive income (loss), net of applicable taxes. Credit-related impairment is recognized as an allowance for credit losses ("ACL") on the Statements of Condition, limited to the amount by which the amortized cost basis exceeds the fair value, with a corresponding adjustment to earnings. Both the ACL and the adjustment to net income may be reversed if conditions change.

Management measures expected credit losses on held-to-maturity debt securities on a collective basis by major security type with each type sharing similar risk characteristics and considers historical credit loss information that is adjusted for current conditions and reasonable and supportable forecasts. Management has made the accounting policy election to exclude accrued interest receivable on held-to-maturity debt securities from the estimate of credit losses. As of December 31, 2024, the held-to-maturity portfolio consisted of U.S. Treasury securities and securities issued by U.S. government-sponsored enterprises, including the Federal National Mortgage Agency and the Federal Farm Credit Banks Funding Corporation. U.S. Treasury securities are backed by the full faith and credit of and/or guaranteed by the U.S. government, and it is expected that the securities will not be settled at prices less than the amortized cost bases of the securities. Securities issued by U.S. government agencies or U.S. government-sponsored enterprises carry the explicit and/or implicit guarantee of the U.S. government, are widely recognized as "risk-free," and have a long history of zero credit loss. As such, the Company did not record an allowance for credit losses for these securities as of December 31, 2024.

The total gross unrealized losses, shown in the tables above, were primarily attributable to changes in interest rates and levels of market liquidity, relative to when the investment securities were purchased, and not due to the credit-related quality of the investment securities. The Company does not have the intent to sell these securities and does not believe it is more likely than not that the Company will be required to sell these securities before a recovery of amortized cost. The gross unrealized losses reported for available-for-sale residential mortgage-backed securities relate to investment securities issued by U.S. government sponsored entities such as Federal National Mortgage Association, FHLMC and U.S. government agencies such as Government National Mortgage Association. The gross unrealized losses for held-to-maturity debt securities are on US Treasuries and securities issued by U.S. government-sponsored enterprises, including the Federal National Mortgage Agency and the Federal Farm Credit Banks Funding Corporation.

The Company did not recognize any net credit impairment charge to earnings on investment securities in 2024, 2023, or 2022.
 
The amortized cost and estimated fair value of debt securities by contractual maturity are shown in the following table. Expected maturities may differ from contractual maturities because issuers may have the right to call or prepay obligations with or without call or prepayment penalties. Mortgage-backed securities are shown separately since they are not due at a single maturity date. 
December 31, 2024
(In thousands)Amortized CostFair Value
Available-for-sale debt securities:
Due in one year or less$100,000 $99,153 
Due after one year through five years227,502 215,976 
Due after five years through ten years212,789 199,457 
Due after ten years22,326 17,332 
Total562,617 531,918 
Mortgage-backed securities804,506 699,614 
Total available-for-sale debt securities$1,367,123 $1,231,532 
December 31, 2023
(In thousands)Amortized CostFair Value
Available-for-sale debt securities:
Due in one year or less$99,242 $98,650 
Due after one year through five years307,093 296,279 
Due after five years through ten years245,617 233,569 
Due after ten years27,251 22,082 
Total679,203 650,580 
Mortgage-backed securities869,279 766,070 
Total available-for-sale debt securities$1,548,482 $1,416,650 
December 31, 2024
(In thousands)Amortized CostFair Value
Held-to-maturity debt securities:
Due after one year through five years$117,283 $102,173 
Due after five years through ten years195,179 165,122 
Total held-to-maturity debt securities$312,462 $267,295 
December 31, 2023
(In thousands)Amortized CostFair Value
Held-to-maturity debt securities:
Due after five years through ten years$312,401 $267,455 
Total held-to-maturity debt securities$312,401 $267,455 

Trading Securities 
The Company had no securities designated as trading during 2024 or 2023.

Pledged Securities 
The Company pledges securities as collateral for public deposits and other borrowings, and sells securities under agreements to repurchase. See "Note 8 - Federal Funds Purchased and Securities Sold Under Agreements to Repurchase" for further discussion. Securities carried of $904.2 million and $1.0 billion, at December 31, 2024 and 2023, respectively, were either pledged or sold under agreements to repurchase.
 
Concentrations of Securities 
Except for U.S. government securities, there were no holdings, when taken in the aggregate, of any single issuer that exceeded 10% of shareholders’ equity at December 31, 2024.

Equity Securities
The Company invests in one equity fund. This security is carried at fair value.

Investment in Small Business Investment Companies 
The Company has equity investments in small business investment companies ("SBIC") established for the purpose of providing financing to small businesses in market areas served by the Company. These investments totaled $671,000 and $485,000 at December 31, 2024 and 2023, respectively, and were included in other assets on the Company’s Consolidated Statements of Condition. These investments are accounted for either under the cost method or the equity method of accounting. As of December 31, 2024, the Company reviewed these investments and determined that there was no impairment.
 
Federal Home Loan Bank Stock 
The Company also holds non-marketable Federal Home Loan Bank New York ("FHLBNY") stock and non-marketable Atlantic Community Bankers Bank ("ACBB") stock, all of which are required to be held for regulatory purposes and for borrowing availability. The required investment in FHLB stock is tied to the Company’s borrowing levels with the FHLB. Holdings of FHLBNY stock and ACBB stock totaled $42.2 million and $95,000 at December 31, 2024, respectively. These securities are carried at par, which is also cost. As of December 31, 2024, the FHLBNY continued to pay dividends and repurchase stock. As such, the Company has not recognized any impairment on its holdings of FHLBNY.
v3.25.0.1
Loans and Leases
12 Months Ended
Dec. 31, 2024
Accounts, Notes, Loans and Financing Receivable, Gross, Allowance, and Net [Abstract]  
Loans and Leases Loans and Leases
 
Loans and Leases at December 31, 2024 and December 31, 2023 were as follows:
Year ended December 31,
(In thousands)20242023
Commercial and industrial
Agriculture$110,007 $101,211 
Commercial and industrial other1
855,568 722,294 
Subtotal commercial and industrial965,575 823,505 
Commercial real estate
Construction385,931 303,406 
Agriculture217,582 221,670 
Commercial real estate other2,776,304 2,587,591 
Subtotal commercial real estate3,379,817 3,112,667 
Residential real estate
Home equity204,194 188,316 
Mortgages1,366,646 1,373,275 
Subtotal residential real estate1,570,840 1,561,591 
Consumer and other
Indirect229 841 
Consumer and other96,163 96,942 
Subtotal consumer and other96,392 97,783 
Leases12,484 15,383 
Total loans and leases$6,025,108 $5,610,929 
Less: unearned income and deferred costs and fees(5,186)(4,994)
Total loans and leases, net of unearned income and deferred costs and fees$6,019,922 $5,605,935 
1 Commercial and industrial other includes $159,000 and $404,000 respectively, of Payment Protection Program "PPP" loans as of December 31, 2024 and 2023.
The Company has adopted comprehensive lending policies, underwriting standards and loan review procedures. There were no significant changes to the Company’s existing lending policies, underwriting standards or loan review procedures during 2024. The Company’s Board of Directors approves the lending policies at least annually. The Company recognizes that exceptions to policy guidelines may occasionally occur and has established procedures for approving exceptions to these policy guidelines. Management has also implemented reporting systems to monitor loan originations, loan quality, concentrations of credit, loan delinquencies and nonperforming loans and potential problem loans. 
 
Residential real estate loans 
The Company’s policy is to underwrite residential real estate loans in accordance with secondary market guidelines in effect at the time of origination, including loan-to-value ("LTV") and documentation requirements. LTVs exceeding 80% for fixed rate loans and 80% for adjustable rate loans require private mortgage insurance to reduce the exposure. The Company verifies applicants’ income, obtains credit reports and independent real estate appraisals in the underwriting process to ensure adequate collateral coverage and that loans are extended to individuals with good credit and income sufficient to repay the loan. In limited circumstances, the Company will make exceptions to secondary market underwriting standards to support community reinvestment activities.

The Company originates fixed rate and adjustable rate residential mortgage loans, including loans that have characteristics of both, such as a 7/6 adjustable rate mortgage, which has a fixed rate for the first seven years and then adjusts semi-annually thereafter. The majority of residential mortgage loans originated over the last several years have been fixed rate loans. Adjustable rate loans have increased in popularity due to the rising interest rate environment. Adjustable rate residential real estate loans are underwritten based upon the initial rate when the fixed rate period is 5 years or longer. For loans with an initial fixed rate of less than 5 years, the fully indexed rate is utilized for the ability to repay qualifying and underwriting. This underwriting practice matches secondary market guidelines.

The Company may sell residential real estate loans in the secondary market based on interest rate considerations. These residential real estate loans are generally sold to FHLMC or SONYMA without recourse in accordance with standard secondary market loan sale agreements. These residential real estate loan sales are subject to customary representations and warranties, including representations and warranties related to gross incompetence and fraud. The Company has not had to repurchase any loans as a result of these general representations and warranties.
 
During 2024, 2023, and 2022, the Company sold residential mortgage loans totaling $40.1 million, $4.5 million, and $8.9 million, respectively, and realized net gains on these sales of $1.0 million, $96,000, and $155,000, respectively. These residential real estate loans are generally sold without recourse in accordance with standard secondary market loan sale agreements. When residential mortgage loans are sold to FHLMC or SONYMA, the Company typically retains all servicing rights, which provides the Company with a source of fee income. In connection with the sales in 2024, 2023, and 2022, the Company recorded mortgage-servicing assets of $299,000, $34,000, and $66,000, respectively. The loans sold to FHLMC and SONYMA were originated with the intent to sell.
 
Amortization of mortgage servicing assets amounted to $91,000 in 2024, $81,000 in 2023, and $128,000 in 2022. At December 31, 2024 and 2023, the Company serviced residential mortgage loans aggregating $158.0 million and $130.4 million. Mortgage servicing rights, at an amortized cost basis, totaled $1.1 million at December 31, 2024 and $927,000 at December 31, 2023. These mortgage servicing rights were evaluated for impairment at year-end 2024 and 2023 and no impairment was recognized. Loans held for sale, which are included in residential real estate, totaled $1.7 million and $602,000 at December 31, 2024 and 2023, respectively.
 
As members of the FHLB, the Company’s subsidiary bank may use unencumbered mortgage related assets to secure borrowings from the FHLB. At December 31, 2024 and 2023, the Company had $543.2 million and $125.0 million, respectively, of term advances from the FHLB that were secured by residential mortgage loans. In addition to the term advances presented above, standby letters of credit with the FHLB of $200 million and $316 million, at December 31, 2024 and 2023, respectively, were secured by residential mortgage loans.
 
Commercial and industrial loans 
The Company’s Commercial Loan Policy sets forth guidelines for debt service coverage ratios, LTV’s and documentation standards. Commercial and industrial loans are primarily made based on identified cash flows of the borrower with consideration given to underlying collateral and personal or government guarantees. The Company’s policy establishes debt service coverage ratio limits that require a borrower’s cash flow to be sufficient to cover principal and interest payments on all new and existing debt. Commercial and industrial loans are generally secured by the assets being financed or other business
assets such as accounts receivable or inventory. Many of the loans in the commercial portfolio have variable interest rates tied to Prime Rate, FHLBNY borrowing rates, Secured Overnight Financing Rate ("SOFR"), or U.S. Treasury indices.
 
Commercial real estate 
The Company’s Commercial Loan Policy sets forth guidelines for debt service coverage ratios, LTV’s and documentation standards. Commercial real estate loans are primarily made based on identified cash flows of the borrower with consideration given to underlying real estate collateral and personal or government guarantees. The Company’s policy establishes a maximum LTV based on the type of property and debt service coverage ratio limits that require a borrower’s cash flow to be sufficient to cover principal and interest payments on all new and existing debt. Commercial real estate loans may be fixed or variable rate loans with interest rates tied to Prime Rate, FHLBNY borrowing rates, SOFR, or U.S. Treasury indices.
 
Agriculture loans
Agriculturally-related loans include loans to dairy farms, cash and vegetable crop farms and a variety of other livestock and crop producers. Agriculturally-related loans are primarily made based on identified cash flows of the borrower with consideration given to underlying collateral, personal guarantees, and government related guarantees. Agriculturally-related loans are generally secured by the assets or property being financed or other business assets such as accounts receivable, livestock, equipment, or commodities/crops. The Company’s policy establishes a maximum LTV based on the type of property and debt service coverage ratio limits that require a borrower’s cash flow to be sufficient to cover principal and interest payments on all new and existing debt, with limited adjustments to consider commodity market cycles. The policy also establishes maximum LTV ratios for non-real estate collateral, such as livestock, commodities/crops, equipment and accounts receivable. Agriculturally-related loans may be fixed or variable rate with interest tied to Prime Rate, FHLBNY borrowing rates, SOFR, or U.S. Treasury indices.
 
Consumer and other loans
The consumer loan portfolio includes indirect and direct loans relating to personal installment loans, automobile financing, and overdraft lines of credit. The majority of the consumer portfolio consists of indirect and direct automobile loans. Consumer loans are generally short-term and have fixed rates of interest that are set giving consideration to current market interest rates, the financial strength of the borrower, and internal profitability targets. The Company's Consumer Loan Underwriting Guidelines Policy establishes maximum debt to income ratios and includes guidelines for verification of applicants’ income and receipt of credit reports.
 
Leases 
Leases are primarily made to commercial customers and the origination criteria typically includes the value of the underlying assets being financed, the useful life of the assets being financed, and identified cash flows of the borrower. Most leases carry a fixed rate of interest that is set giving consideration to current market interest rates, the financial strength of the borrower, and internal profitability targets. 

Loan and Lease Customers 
The Company’s loan and lease customers are located primarily in the upstate New York and Pennsylvania communities served by Tompkins Community Bank. The Bank operates twelve banking offices in the counties of Tompkins, Cayuga, Cortland, Onondaga and Schuyler, New York; fourteen banking offices in the counties of Wyoming, Livingston, Genesee, Orleans and Monroe, New York; twelve banking offices in the counties of Putnam County, Dutchess County and Westchester, New York; and sixteen offices in the counties of Berks, Montgomery, Philadelphia, Delaware and Schuylkill, Pennsylvania. Other than general economic risks, management is not aware of any material concentrations of credit risk to any industry or individual borrower. 

Loans to Related Parties
Directors and officers of the Company and its affiliated companies are customers of, and have other transactions with, the Company's banking subsidiaries in the ordinary course of business. Such loans and commitments are made on substantially the same terms, including interest rates and collateral, as those prevailing at the time for comparable transactions with other persons not related to the Company, and did not involve more than normal risk of collectability or present other unfavorable features.

Nonaccrual Loans and Leases 
Loans are considered past due if the required principal and interest payments have not been received as of the date such payments are due. Loans are placed on nonaccrual status either due to the delinquency status of principal and/or interest (generally when past due 90 or more days) or a judgment by management that the full repayment of principal and interest is unlikely. When interest accrual is discontinued, all unpaid accrued interest is reversed. Payments received on loans on nonaccrual are generally applied to reduce the principal balance of the loan. Loans are generally returned to accrual status when all the principal and interest amounts contractually due are brought current and future payments are reasonably assured. When
management determines that the collection of principal in full is improbable, management will charge-off a partial amount or full amount of the loan balance. Management considers specific facts and circumstances relative to each individual credit in making such a determination. For residential and consumer loans, management uses specific regulatory guidance and thresholds for determining charge-offs. 

The below table is an aging analysis of past due loans, segregated by class of loans as of December 31, 2024 and 2023:
December 31, 2024
(In thousands)30-59 Days60-89 Days90 Days or MoreTotal Past DueCurrent LoansTotal Loans
Loans and Leases
Commercial and industrial
Agriculture$$$$$110,007 $110,007 
Commercial and industrial other3,944 32684 4,660 850,908 855,568 
Subtotal commercial and industrial3,944326844,660960,915965,575
Commercial real estate
Construction1,120 17,40018,520 367,411 385,931 
Agriculture81 081 217,501 217,582 
Commercial real estate other1,60511,966 13,571 2,762,733 2,776,304 
Subtotal commercial real estate1,20119,00511,96632,1723,347,6453,379,817
Residential real estate
Home equity955 911,811 2,857 201,337 204,194 
Mortgages2,8369,257 12,093 1,354,553 1,366,646 
Subtotal residential real estate9552,92711,06814,9501,555,8901,570,840
Consumer and other
Indirect212 217 229 
Consumer and other430 329354 1,113 95,050 96,163 
Subtotal consumer and other433 331361 1,125 95,267 96,392 
Leases012,484 12,484 
Total loans and leases$6,533 $22,295 $24,079 $52,907 $5,972,201 $6,025,108 
Less: unearned income and deferred costs and fees0(5,186)(5,186)
Total loans and leases, net of unearned income and deferred costs and fees$6,533 $22,295 $24,079 $52,907 $5,967,015 $6,019,922 
December 31, 2023
(In thousands)30-59 Days60-89 Days90 Days or MoreTotal Past DueCurrent LoansTotal Loans
Loans and Leases
Commercial and industrial
Agriculture$$$$$101,211 $101,211 
Commercial and industrial other389 887 2,124 3,400 718,894 722,294 
Subtotal commercial and industrial389 887 2,124 3,400 820,105 823,505 
Commercial real estate
Construction303,406 303,406 
Agriculture61 61 221,609 221,670 
Commercial real estate other290 25,056 25,346 2,562,245 2,587,591 
Subtotal commercial real estate351 25,056 25,407 3,087,260 3,112,667 
Residential real estate
Home equity466 211 1,968 2,645 185,671 188,316 
Mortgages1,353 111 6,916 8,380 1,364,895 1,373,275 
Subtotal residential real estate1,819 322 8,884 11,025 1,550,566 1,561,591 
Consumer and other
Indirect11 11 29 812 841 
Consumer and other302 122 270 694 96,248 96,942 
Subtotal consumer and other309 133 281 723 97,060 97,783 
Leases15,383 15,383 
Total loans and leases$2,868 $1,342 $36,345 $40,555 $5,570,374 $5,610,929 
Less: unearned income and deferred costs and fees(4,994)(4,994)
Total loans and leases, net of unearned income and deferred costs and fees$2,868 $1,342 $36,345 $40,555 $5,565,380 $5,605,935 
 
The following table presents the amortized cost basis of loans on nonaccrual status and the amortized cost basis of loans on nonaccrual status for which there was no related allowance for credit losses:

December 31, 2024
(In thousands)Nonaccrual Loans and Leases with no ACLNonaccrual Loans and LeasesLoans and Leases Past Due Over 89 Days and Accruing
Loans and Leases
Commercial and industrial
Agriculture$$519 $
Commercial and industrial other1,023 
Subtotal commercial and industrial1,542 
Commercial real estate
Agriculture129 
Commercial real estate other24,179 32,461 
Subtotal commercial real estate24,179 32,590 
Residential real estate
Home equity610 2,889 
Mortgages1,338 13,389 
Subtotal residential real estate1,948 16,278 
Consumer and other
Indirect13 
Consumer and other125 314 
Subtotal consumer and other138 314 
Total loans and leases$26,127 $50,548 $323 

December 31, 2023
(In thousands)Nonaccrual Loans and Leases with no ACLNonaccrual Loans and LeasesLoans and Leases Past Due Over 89 Days and Accruing
Loans and Leases
Commercial and industrial
Agriculture$$20 $
Commercial and industrial other2,253 
Subtotal commercial and industrial2,273 
Commercial real estate
Agriculture170 
Commercial real estate other42,038 44,280 
Subtotal commercial real estate42,038 44,450 
Residential real estate
Home equity3,230 
Mortgages11,942 
Subtotal residential real estate15,172 
Consumer and other
Indirect40 
Consumer and other230 101 
Subtotal consumer and other270 101 
Total loans and leases$42,038 $62,165 $101 
The difference between the interest income that would have been recorded if nonaccrual loans and leases had paid in accordance with their original terms and the interest income that was recorded, was $13.9 million for the year ended December 31, 2024, $2.2 million for the year ended December 31, 2023, and $1.4 million for year ended December 31, 2022. The Company had no material commitments to make additional advances to borrowers with nonperforming loans.
v3.25.0.1
Allowance for Credit Losses
12 Months Ended
Dec. 31, 2024
Receivables [Abstract]  
Allowance for Credit Losses Allowance for Credit Losses
 
Management reviews the appropriateness of the ACL on a regular basis. Management considers the accounting policy relating to the allowance to be a critical accounting policy, given the inherent uncertainty in evaluating the levels of the allowance required to cover credit losses in the portfolio and the material effect that assumptions could have on the Company’s results of operations. The Company has developed a methodology to measure the amount of estimated credit loss exposure inherent in the loan portfolio to assure that an appropriate allowance is maintained. The Company’s methodology is based upon guidance provided in SEC Staff Accounting Bulletin No. 119, Measurement of Credit Losses on Financial Instruments ("CECL"), and Financial Instruments - Credit Losses and ASC Topic 326, Financial Instruments - Credit Losses.

The Company uses a DCF method to estimate expected credit losses for all loan segments excluding the leasing segment. For each of these loan segments, the Company generates cash flow projections at the instrument level wherein payment expectations are adjusted for estimated prepayment speed, curtailments, recovery lag, probability of default, and loss given default. The modeling of expected prepayment speeds, curtailment rates, and time to recovery are based on internal historical data.

The Company uses regression analysis of historical internal and peer data to determine suitable loss drivers to utilize when modeling lifetime probability of default and loss given default. This analysis also determines how expected probability of default and loss given default will react to forecasted levels of the loss drivers. For all loans utilizing the DCF method, management utilizes forecasts of national unemployment rates and a one year percentage change in national gross domestic product as loss drivers in the model.

For all DCF models, management has determined that four quarters represents a reasonable and supportable forecast period and reverts back to a historical loss rate over eight quarters on a straight-line basis. Management leverages economic projections from a reputable and independent third party to inform its loss driver forecasts over the four-quarter forecast period. Other internal and external indicators of economic forecasts, and scenario weightings, are also considered by management when developing the forecast metrics.

Due to the size and characteristics of the leasing portfolio, the Company uses the remaining life method, using the historical loss rate of the commercial and industrial segment, to determine the allowance for credit losses.

The combination of adjustments for credit expectations and timing expectations produces an expected cash flow stream at the instrument level. Instrument effective yield is calculated, net of the impacts of prepayment assumptions, and the instrument expected cash flows are then discounted at that effective yield to produce a net present value of expected cash flows ("NPV"). An ACL is established for the difference between the NPV and amortized cost basis.

Since the methodology is based upon historical experience and trends, current conditions, and reasonable and supportable forecasts, as well as management’s judgment, factors may arise that result in different estimates. While management’s evaluation of the allowance as of December 31, 2024 considers the allowance to be appropriate, under adversely different conditions or assumptions, the Company would need to increase or decrease the allowance. In addition, various federal and State regulatory agencies, as part of their examination process, review the Company's allowance and may require the Company to recognize additions to the allowance based on their judgments and information available to them at the time of their examinations.

Loan Commitments and Allowance for Credit Losses on Off-Balance Sheet Credit Exposures

Financial instruments include off-balance sheet credit instruments, such as commitments to make loans, and commercial letters of credit. The Company's exposure to credit loss in the event of nonperformance by the other party to the financial instrument for off-balance sheet loan commitments is represented by the contractual amount of those instruments. Such financial instruments are recorded when they are funded. The Company records an allowance for credit losses on off-balance sheet credit exposures, unless the commitments to extend credit are unconditionally cancellable, through a charge to credit loss expense for off-balance sheet credit exposures included in provision expense in the Company's consolidated statements of income.
Changes in the allowance for credit losses for the years ended December 31, 2024, 2023 and 2022 are summarized as follows:

Allowance for Credit Losses - Loans and Leases
(In thousands)202420232022
Total allowance at beginning of year $51,584 $45,934 $42,843 
Impact of adopting ASU 2022-0264 
Provision for credit loss expense7,418 4,865 2,499 
Recoveries on loans and leases634 1,820 1,798 
Charge-offs on loans and leases(3,140)(1,099)(1,206)
Total allowance at end of year$56,496 $51,584 $45,934 

Allowance for Credit Losses - Off-Balance Sheet Credit Exposures

(In thousands)202420232022
Liabilities for off-balance sheet credit exposures at beginning of period$2,270 $2,796 $2,506 
(Credit) provision for credit loss expense related to off-balance sheet credit exposures(807)(526)290 
Liabilities for off-balance sheet credit exposures at end of period$1,463 $2,270 $2,796 

The following tables detail activity in the allowance for credit losses for loans for the years ended December 31, 2024 and 2023. The allocation of a portion of the allowance to one category of loans does not preclude its availability to absorb losses in other categories.
 
December 31, 2024
(In thousands)Commercial
& Industrial
Commercial
Real Estate
Residential
Real Estate
Consumer
and Other
Finance
Leases
Total
Allowance for credit losses:
Beginning balance$6,667 $31,581 $11,700 $1,557 $79 $51,584 
Charge-offs(293)(249)(2,598)(3,140)
Recoveries40 135 452 634 
Provision (credit) for credit loss expense1,270 4,498 (490)2,157 (17)7,418 
Ending Balance$7,684 $35,837 $11,345 $1,568 $62 $56,496 
 
December 31, 2023
(In thousands)Commercial
& Industrial
Commercial
Real Estate
Residential
Real Estate
Consumer
and Other
Finance
Leases
Total
Allowance for credit losses:
Beginning balance$6,039 $27,287 $11,154 $1,358 $96 $45,934 
Impact of adopting ASU 2022-0216 46 64 
Charge-offs(34)(20)(1,045)(1,099)
Recoveries87 1,292 186 255 1,820 
Provision (credit) for credit loss expense573 2,986 334 989 (17)4,865 
Ending Balance$6,667 $31,581 $11,700 $1,557 $79 $51,584 
The following tables present the amortized cost basis of collateral dependent loans, which are individually evaluated to determine expected credit losses, and the related allowance for credit losses allocated to these loans as of December 31, 2024 and 2023:

December 31, 2024
(In thousands)Real EstateBusiness AssetsOtherTotalACL Allocation
Commercial and Industrial$610 $$$610 $
Commercial Real Estate31,051 31,051 1,712 
Total Loans and Leases$31,661 $0 $0 $31,661 $1,712 

December 31, 2023
(In thousands)Real EstateBusiness AssetsOtherTotalACL Allocation
Commercial and Industrial$2,035 $$$2,035 $
Commercial Real Estate42,333 42,333 1,082 
Total Loans and Leases$44,368 $0 $0 $44,368 $1,082 

Loan Modifications to Borrowers Experiencing Financial Difficulty

The Company adopted ASU 2022-02 effective January 1, 2023. This standard eliminated the previous troubled debt restructuring accounting model and replaced it with guidance and disclosure requirements for identifying modifications to loans to borrowers experiencing financial difficulty. Modifications to borrowers experiencing financial difficulty may include interest rate reductions, principal or interest forgiveness, forbearances, term extensions, and other actions intended to minimize economic loss and to avoid foreclosure or repossession of collateral.

The following tables show the amortized cost basis at December 31, 2024 and 2023 of the loans modified to borrowers experiencing financial difficulty, disaggregated by class of financing receivable and type of concession granted:

December 31, 2024
(In thousands)Term ExtensionInterest Rate ReductionPayment Delay and Term ExtensionTerm Extension and Interest Rate ReductionPayment DelayTotal% of Total Class of Loans and Leases
Commercial and Industrial
Commercial and industrial other$10 $463 $$110 $45 $628 0.07 %
Subtotal commercial and industrial10 463 110 45 628 0.07 %
Commercial Real Estate
Commercial real estate other2,990 394 3,384 0.12 %
Subtotal commercial real estate2,990 394 3,384 0.10 %
Residential
Home equity40 40 0.02 %
Mortgages112 548 660 0.05 %
Subtotal residential152 548 700 0.04 %
Consumer
Consumer and other22 22 0.02 %
Subtotal consumer22 22 0.02 %
Total loans and leases$32 $3,453 $0 $262 $987 $4,734 0.08 %
December 31, 2023
(In thousands)Term ExtensionInterest Rate ReductionPayment Delay and Term ExtensionTerm Extension and Interest Rate ReductionPayment DelayTotal% of Total Class of Loans and Leases
Commercial Real Estate
Commercial real estate other3,114 3,114 0.12 %
Subtotal commercial real estate3,114 3,114 0.10 %
Residential
Mortgages402 402 0.03 %
Subtotal residential402 402 0.03 %
Consumer
Consumer and other21 21 0.02 %
Subtotal consumer21 21 0.02 %
Total loans and leases$21 $3,114 $0 $0 $402 $3,537 0.06 %
The following tables show the aging analysis of loan modifications made to borrowers experiencing financial difficulty as of December 31, 2024 and 2023:
December 31, 2024Payment Status (Amortized Cost Basis)
(In thousands)Current30-59 Days Past Due60-89 Days Past Due90+ Days Past DueNon-AccrualTotal
Commercial and Industrial
Commercial and industrial other$618 $$$$10 $628 
Subtotal commercial and industrial618 0 0 0 10 628 
Commercial Real Estate
Commercial real estate other3,384 3,384 
Subtotal commercial real estate3,384 3,384 
Residential Real Estate
Home equity40 40 
Mortgages154 112 394 660 
Subtotal residential real estate154 112 434 700 
Consumer and Other
Consumer and other22 22 
Subtotal consumer and other22 22 
Total$4,156 $0 $112 $0 $466 $4,734 
December 31, 2023Payment Status (Amortized Cost Basis)
(In thousands)Current30-59 Days Past Due60-89 Days Past Due90+ Days Past DueNon-AccrualTotal
Commercial Real Estate
Commercial real estate other$3,114 $$$$$3,114 
Subtotal commercial real estate3,114 3,114 
Residential Real Estate
Mortgages158 244 402 
Subtotal residential real estate158 244 402 
Consumer and Other
Consumer and other21 21 
Subtotal consumer and other21 21 
Total$3,272 $0 $0 $0 $265 $3,537 
The following tables present credit quality indicators by total loans on an amortized cost basis by origination year, and current year gross writeoffs as of December 31, 2024 and 2023:

December 31, 2024
(In thousands)20242023202220212020PriorRevolving Loans Amortized Cost BasisRevolving Loans Converted to TermTotal Loans
Commercial and Industrial - Other:
Internal risk grade:
Pass$164,809 $114,591 $60,984 $54,087 $19,311 $144,785 $256,621 $35,968 $851,156 
Special Mention334 288 174 808 144 375 157 2,280 
Substandard425 41 43 608 1,011 2,132 
Total Commercial and Industrial - Other$165,568 $114,879 $61,199 $54,938 $19,459 $145,768 $257,789 $35,968 $855,568 
Current-period gross writeoffs$0 $15 $30 $44 $21 $432 $0 $0 $542 
Commercial and Industrial - Agriculture:
Pass$15,686 $23,823 $9,893 $2,233 $1,660 $11,304 $42,438 $2,895 $109,932 
Special Mention34 34 
Substandard41 41 
Total Commercial and Industrial - Agriculture$15,686 $23,823 $9,893 $2,267 $1,701 $11,304 $42,438 $2,895 $110,007 
Current-period gross writeoffs$0 $0 $0 $0 $0 $0 $0 $0 $0 
Commercial Real Estate
Pass$331,943 $242,564 $324,510 $355,090 $277,220 $1,088,575 $50,632 $16,958 $2,687,492 
Special Mention1,499 599 15,205 12,637 4,452 34,392 
Substandard731 973 1,474 2,561 1,840 45,856 985 54,420 
Total Commercial Real Estate$332,674 $243,537 $327,483 358,250 294,265 1,147,068 $56,069 $16,958 $2,776,304 
Current-period gross writeoffs$0 $0 $0 $0 $0 $0 $0 $0 $0 
Commercial Real Estate - Agriculture:
Pass$23,754 $11,594 $37,398 $21,510 $19,853 $96,967 $4,169 $1,950 $217,195 
Special Mention217 217 
Substandard170 170 
Total Commercial Real Estate - Agriculture$23,754 $11,594 $37,398 $21,510 $19,853 $97,354 $4,169 $1,950 $217,582 
Current-period gross writeoffs$0 $0 $0 $0 $0 $0 $0 $0 $0 
Commercial Real Estate - Construction
Pass$13,160 $744 $682 $5,003 $1,986 $802 $293,479 $52,675 $368,531 
Special Mention
Substandard17,400 17,400 
Total Commercial Real Estate - Construction$13,160 $744 $682 $5,003 $1,986 $802 $310,879 $52,675 $385,931 
Current-period gross writeoffs$0 $0 $0 $0 $0 $0 $0 $0 $0 
(In thousands)20242023202220212020PriorRevolving Loans Amortized Cost BasisRevolving Loans Converted to TermTotal Loans
Residential - Home Equity
Performing$15,181 $3,106 $2,383 $1,053 $784 $12,993 $163,202 $2,603 $201,305 
Nonperforming594 2,295 2,889 
Total Residential - Home Equity$15,181 $3,106 $2,383 $1,053 $784 $13,587 $165,497 $2,603 $204,194 
Current-period gross writeoffs$0 $0 $0 $0 $0 $0 $0 $0 $0 
Residential - Mortgages
Performing$106,698 $130,463 $172,310 $239,307 $204,310 $500,169 $$$1,353,257 
Nonperforming707 612 737 948 10,385 13,389 
Total Residential - Mortgages$106,698 $131,170 $172,922 $240,044 $205,258 $510,554 $0 $0 $1,366,646 
Current-period gross writeoffs$0 $0 $0 $0 $0 $0 $0 $0 $0 
Consumer - Direct
Performing$40,812 $18,082 $10,022 $9,109 $3,953 $11,485 $2,575 $$96,038 
Nonperforming24 77 125 
Total Consumer - Direct$40,812 $18,086 $10,046 $9,117 $3,957 $11,562 $2,583 $0 $96,163 
Current-period gross writeoffs$2,272 $15 $11 $32 $10 $229 $0 $0 $2,569 
Consumer - Indirect
Performing$$$$52 $23 $141 $$$216 
Nonperforming13 13 
Total Consumer - Indirect$0 $0 $0 $52 $23 $154 $0 $0 $229 
Current-period gross writeoffs$0 $0 $0 $0 $0 $29 $0 $0 $29 
December 31, 2023
(In thousands)20232022202120202019PriorRevolving Loans Amortized Cost BasisRevolving Loans Converted to TermTotal Loans
Commercial and Industrial - Other:
Pass$130,993 $92,335 $68,294 $28,377 $33,618 $141,758 $212,349 $5,063 $712,787 
Special Mention915 196 222 242 79 1,287 682 3,623 
Substandard46 78 329 18 2,833 2,580 5,884 
Total Commercial and Industrial - Other$131,908 $92,577 $68,594 $28,948 $33,715 $145,878 $215,611 $5,063 $722,294 
Current-period gross writeoffs$6 $0 $0 $0 $0 $29 $0 $0 $35 
Commercial and Industrial - Agriculture:
Pass$24,924 $11,935 $3,341 $3,114 $3,268 $16,759 $36,728 $1,030 $101,099 
Special Mention47 47 
Substandard56 65 
Total Commercial and Industrial - Agriculture$24,924 $11,935 $3,388 $3,170 $3,268 $16,767 $36,729 $1,030 $101,211 
Current-period gross writeoffs$0 $0 $0 $0 $0 $0 $0 $0 $0 
Commercial Real Estate
Pass$246,016 $317,583 $365,975 $292,960 $272,722 $921,201 $34,346 $24,949 $2,475,752 
Special Mention632 17,133 11,422 16,100 45,287 
Substandard15,300 2,128 2,059 45,709 1,356 66,552 
Total Commercial Real Estate$246,016 $333,515 $368,103 $310,093 $286,203 $983,010 $35,702 $24,949 $2,587,591 
Current-period gross writeoffs$0 $0 $0 $0 $0 $0 $0 $0 $0 
Commercial Real Estate - Agriculture:
Pass$14,668 $37,256 $22,813 $21,001 $23,794 $93,890 $257 $6,364 $220,043 
Special Mention378 1,033 1,411 
Substandard170 46 216 
Total Commercial Real Estate - Agriculture$14,668 $37,256 $22,813 $21,001 $24,342 $94,969 $257 $6,364 $221,670 
Current-period gross writeoffs$0 $0 $0 $0 $0 $0 $0 $0 $0 
Commercial Real Estate - Construction
Pass$9,265 $2,793 $8,068 $2,501 $357 $596 $274,224 $5,602 $303,406 
Special Mention
Substandard
Total Commercial Real Estate - Construction$9,265 $2,793 $8,068 $2,501 $357 $596 $274,224 $5,602 $303,406 
Current-period gross writeoffs$0 $0 $0 $0 $0 $0 $0 $0 $0 
(In thousands)20232022202120202019PriorRevolving Loans Amortized Cost BasisRevolving Loans Converted to TermTotal Loans
Residential - Home Equity
Performing$2,378 $2,237 $890 $529 $832 $8,178 $164,205 $5,837 $185,086 
Nonperforming337 2,893 3,230 
Total Residential - Home Equity$2,378 $2,237 $890 $529 $832 $8,515 $167,098 $5,837 $188,316 
Current-period gross writeoffs$0 $0 $0 $0 $0 $20 $0 $0 $20 
Residential - Mortgages
Performing$131,004 $186,401 $256,127 $221,945 $109,594 $456,167 $$$1,361,238 
Nonperforming393 329 986 883 9,446 12,037 
Total Residential - Mortgages$131,004 $186,794 $256,456 $222,931 $110,477 $465,613 $0 $0 $1,373,275 
Current-period gross writeoffs$0 $0 $0 $0 $0 $0 $0 $0 $0 
Consumer - Direct
Performing$50,295 $13,327 $11,316 $5,157 $4,037 $9,857 $2,723 $$96,712 
Nonperforming70 157 230 
Total Consumer - Direct$50,297 $13,327 $11,316 $5,157 $4,107 $10,014 $2,724 $0 $96,942 
Current-period gross writeoffs$801 $29 $16 $21 $83 $28 $0 $0 $978 
Consumer - Indirect
Performing$$$97 $68 $402 $234 $$$801 
Nonperforming30 10 40 
Total Consumer - Indirect$0 $0 $97 $68 $432 $244 $0 $0 $841 
Current-period gross writeoffs$0 $0 $0 $0 $53 $14 $0 $0 $67 
v3.25.0.1
Goodwill and Other Intangible Assets
12 Months Ended
Dec. 31, 2024
Goodwill and Intangible Assets Disclosure [Abstract]  
Goodwill and Other Intangible Assets Goodwill and Other Intangible Assets
(In thousands)BankingInsuranceWealth ManagementTotal
Balance at January 1, 2023$64,524 $19,867 $8,211 $92,602 
Adjustment to goodwill
Balance at December 31, 202364,524 19,867 8,211 92,602 
Adjustment to goodwill
Balance at December 31, 2024$64,524 $19,867 $8,211 $92,602 

Goodwill is assigned to reporting units. The Company reviews its goodwill and intangible assets annually, or more frequently if an event occurs or circumstances change that would more likely than not reduce the fair value of a reporting unit below its carrying value. Based on the Company’s review as of December 31, 2024, there was no impairment of its goodwill or intangible assets.
 
Other Intangible Assets

The following table provides information regarding the Company's amortizing intangible assets:
December 31, 2024Gross Carrying AmountAccumulated AmortizationNet Carrying Amount
(In thousands)
Amortized intangible assets:
Core deposit intangible$18,774 $18,774 $
Customer relationships9,048 8,237 811 
Other intangibles7,220 5,828 1,392 
Total intangible assets$35,042 $32,839 $2,203 
December 31, 2023Gross Carrying AmountAccumulated AmortizationNet Carrying Amount
(In thousands)
Amortized intangible assets:
Core deposit intangible$18,774 $18,774 $
Customer relationships9,048 7,948 1,100 
Other intangibles6,921 5,694 1,227 
Total intangible assets$34,743 $32,416 $2,327 
 
Amortization expense related to intangible assets totaled $332,000 in 2024, $334,000 in 2023 and $873,000 in 2022. The estimated aggregate future amortization expense for intangible assets remaining as of December 31, 2024 is as follows:
Estimated amortization expense:1
(In thousands)
For the year ended December 31, 2025$335 
For the year ended December 31, 2026297 
For the year ended December 31, 2027248 
For the year ended December 31, 202866 
For the year ended December 31, 202938 
 1Excludes the amortization of mortgage servicing rights. Amortization of mortgage servicing rights was $91,000 in 2024, $81,000 in 2023 and $128,000 in 2022.
v3.25.0.1
Premises and Equipment
12 Months Ended
Dec. 31, 2024
Property, Plant and Equipment [Abstract]  
Premises and Equipment Premises and Equipment
Premises and equipment at December 31 were as follows:
(In thousands)20242023
Land$8,062 $8,063 
Premises and equipment104,847 104,366 
Furniture, fixtures, and equipment91,146 90,168 
Accumulated depreciation and amortization(127,428)(122,910)
Total$76,627 $79,687 
Depreciation and amortization expenses in 2024, 2023, and 2022 are included in operating expenses as follows:

(In thousands)202420232022
Premises$2,713 $2,844 $2,500 
Furniture, fixtures, and equipment4,756 5,246 5,138 
Total$7,469 $8,090 $7,638 
 
The Company leases land, buildings and equipment under operating lease arrangements. Total gross rental expense amounted to $4.1 million in 2024, $4.7 million in 2023, and $4.6 million in 2022. Most leases include options to renew for periods ranging from 5 to 20 years.

Lease components

Right-of-use lease assets totaled $26.9 million and $27.7 million at December 31, 2024 and 2023, respectively and are reported in accrued interest and other assets in the accompanying consolidated statements of condition. The related lease liabilities totaled $28.5 million and $29.1 million at December 31, 2024 and 2023, respectively, and are reported in other liabilities in the accompanying consolidated statements of condition. Lease payments under operating leases that were applied to our operating lease liability totaled $2.9 million during 2024 and $3.8 million during 2023. Included in the 2023 lease payment figures above were 2 lease termination payments totaling $579,000 which were applied to the lease liability.

The components of operating lease expense, primarily included in “Net occupancy expense of premises,” in 2024, 2023, and 2022 were as follows:

(In thousands)202420232022
Operating lease cost$4,083 $4,741 $4,654 
Variable lease cost687 681 695 
Short-term lease cost9 
Sublease income0 (11)
Total lease cost$4,779 $5,424 $5,340 

At December 31, 2024, we did not have any material finance lease assets or liabilities.

Other information related to operating leases for 2024 and 2023 was as follows:

(In thousands)20242023
Cash paid for amounts included in the measurement of lease liabilities:
Operating cash flows from operating leases$3,863 $4,688 
Weighted-average remaining lease term on operating leases11.3511.64
Weighted-average discount rates on operating leases3.67 %3.47 %
Right-of-use assets obtained in exchange for lease liabilities2,341 1,655 

The following table reconciles future undiscounted lease payments due under non-cancelable operating leases (those amounts subject to recognition) to the aggregate operating lessee lease liability as of December 31, 2024:

(In thousands)
2025$3,588 
20263,546 
20273,241 
20282,992 
20292,924 
2030 and subsequent years18,944 
Total lease payments35,235 
Less: Interest6,701 
Present value of lease liabilities$28,534 
v3.25.0.1
Deposits
12 Months Ended
Dec. 31, 2024
Deposits [Abstract]  
Deposits Deposits
 
Aggregate time deposits of $250,000 or more were $465.8 million at December 31, 2024, and $389.8 million at December 31, 2023. Scheduled maturities of time deposits at December 31, 2024, were as follows:

(In thousands)Less than $250,000$250,000 and overTotal
Maturity
Three months or less$223,429 $193,827 $417,256 
Over three through six months205,872 124,145 330,017 
Over six through twelve months76,394 56,769 133,163 
Total due in 2024$505,695 $374,741 $880,436 
202649,741 38,194 87,935 
202736,336 48,814 85,150 
20288,125 3,017 11,142 
20291,766 1,001 2,767 
Thereafter945 945 
Total$602,608 $465,767 $1,068,375 
v3.25.0.1
Federal Funds Purchased and Securities Sold Under Agreements to Repurchase
12 Months Ended
Dec. 31, 2024
Carrying Value of Federal Funds Purchased, Securities Sold under Agreements to Repurchase, and Deposits Received for Securities Loaned [Abstract]  
Federal Funds Purchased and Securities Sold Under Agreements to Repurchase Federal Funds Purchased and Securities Sold Under Agreements to Repurchase
 
Information regarding securities sold under agreements to repurchase and Federal funds purchased is detailed in the following tables for the years ended December 31:
 
Securities Sold Under Agreements to Repurchase
(In thousands)202420232022
Total outstanding at December 31$37,036 $50,996 $56,278 
Maximum month-end balance67,506 71,031 67,810 
Average balance during the year42,739 55,773 57,126 
Weighted average rate at December 310.10 %0.11 %0.10 %
Average interest rate paid during the year0.11 %0.10 %0.10 %
Federal Funds Purchased
Average balance during the year$13 $$
Weighted average rate at December 31N/AN/AN/A
Average interest rate paid during the year5.99 %0.00 %0.00 %
 
Securities sold under agreements to repurchase ("repurchase agreements") are secured borrowings that typically mature within thirty to ninety days, although the Company has, at times, entered into repurchase agreements with the Federal Home Loan Bank ("FHLB") with longer maturities. The Company uses both retail and wholesale repurchase agreements. Retail repurchase agreements are arrangements with local customers of the Company, in which the Company agrees to sell securities to the customer with an agreement to repurchase those securities at a specified later date. Retail repurchase agreements totaled $37.0 million at December 31, 2024. The Company had no outstanding wholesale repurchase agreements at December 31, 2024.

Securities sold under agreements to repurchase are stated at the amount of cash received in connection with the transaction. The Company may be required to provide additional collateral based on the fair value of the underlying securities.
 
Federal funds purchased are short-term borrowings that typically mature within one to 90 days.
v3.25.0.1
Other Borrowings
12 Months Ended
Dec. 31, 2024
Debt Disclosure [Abstract]  
Other Borrowings Other Borrowings
The following table summarizes the Company’s borrowings as of December 31:

(In thousands)20242023
Overnight FHLB advances$247,000 $477,100 
Term FHLB advances543,247 125,000 
Total other borrowings$790,247 $602,100 
 
The Company, through its subsidiary bank, had available line-of-credit agreements with correspondent banks permitting borrowings to a maximum of approximately $139.0 million at December 31, 2024, and $99.0 million at December 31, 2023. There were no outstanding advances against those lines at December 31, 2024 or December 31, 2023.

Through its subsidiary bank, the Company has a borrowing relationship with the FHLB, which provides secured borrowing capacity, subject to available collateral. As a member of the FHLB, the Company can use certain unencumbered mortgage-related assets and securities to secure borrowings from the FHLB. Established borrowing capacity with the FHLB was $1.5 billion and $1.6 billion at December 31, 2024 and December 31, 2023, respectively. The unused borrowing capacity on established lines with the FHLB was $502.8 million and $642.2 million at December 31, 2024 and December 31, 2023, respectively.

At December 31, 2024, there were $247.0 million in overnight advances and $543.2 million in term advances with the FHLB, with a weighted average rate of 4.52%, compared to $477.1 million in overnight advances and $125.0 million in term advances with a weighted average rate of 5.15%, at December 31, 2023. At December 31, 2024, the term advances with the FHLB includes $398.2 million which matures within one year and $145.0 million which matures in over one year. Maturities of advances due in over one year include $70.0 million in 2026, $50.0 million in 2027 and $25.0 million in 2028.

In addition to amounts presented above, availability of $200 million and $316 million, at December 31, 2024 and 2023, respectively, was utilized to collateralize municipal deposits through several standby letters of credit with the Federal Home Loan Bank.

The Company had no callable FHLB borrowings at December 31, 2024.

The Company has a $25.0 million line of credit with a bank. As of December 31, 2024 and December 31, 2023, there was no outstanding balance on the line. The line matures in June 2025.
v3.25.0.1
Employee Benefit Plans
12 Months Ended
Dec. 31, 2024
Retirement Benefits [Abstract]  
Employee Benefit Plans Employee Benefit Plans
The Company maintains a noncontributory defined-benefit plan (the "DB Pension Plan") and a 401(k) plan (the "Retirement Savings Plan"). The Company makes both matching contributions and discretionary contributions under the Retirement Savings Plan, which covers substantially all employees of the Company.

The DB Pension Plan was closed to new employees at year-end 2009 and was frozen on July 31, 2015. The benefits under the DB Pension Plan are based on years of service, age and percentages of the employees' average final compensation. The Retirement Savings Plan offers the participant a wide range of investment alternatives from which to choose. Assets of the Company's DB Pension Plan are invested in mutual funds and cash equivalents.

The Retirement Savings Plan covers substantially all employees of the Company who have reached the age of 21. The Company makes matching contributions to an account set up in the participant's name. Employees may contribute a percentage of their eligible compensation with a Company match of such contributions up to a maximum match of 2%. The Company also provided an additional employer contribution of 2% of the employee's base pay. The Company’s expense associated with these contributions was $3.4 million in 2024, $3.2 million in 2023, and $3.1 million in 2022. In addition, discretionary contributions are made once per year and equals a percentage of pay and varies based on the participant's age, service, and tenure with the Company. Expenses related to the discretionary contributions totaled $3.9 million in 2024, $4.2 million in 2023, and $4.1 million in 2022.
The Company has an Employee Stock Ownership Plan ("ESOP") covering substantially all employees of the Company that have at least one year of service. The ESOP allows for Company contributions in the form of common stock of the Company. Annually, the Tompkins Board of Directors determines a profit-sharing payout to its employees in accordance with a performance-based formula. A percentage of the approved amount is paid in Company common stock into the ESOP. Contributions are limited to a maximum amount as stipulated in the ESOP. The remaining percentage is either paid out in cash, contributed to a health savings account, or deferred into the Retirement Savings Plan at the direction of the employee. Compensation expense related to the profit-sharing payout totaled $3.8 million in 2024, $1.4 million in 2023, and $5.3 million in 2022.

The Company maintains supplemental employee retirement plans ("SERPs") for certain executives. In 2016, certain SERPs were amended and restated to reflect changes resulting from the freezing of the DB Pension Plan, and the Company entered into additional SERP agreements with certain executives. In 2019, the SERP for the Company's CEO was amended to expand the definition of "Earnings" under the SERP to better align the scope of compensation included in our CEO's retirement benefits with chief executive compensation in a manner that is more consistent with market practice. All benefits provided under the SERPs are unfunded and the Company makes payments to plan participants.

The Company also maintains a post-retirement welfare benefit plan that provides health and death benefits for certain team members. Under this plan, as amended in 2005, the Company contributes toward post-retirement healthcare benefits for employees who commenced employment prior to January 1, 2005. Retirees and employees who were eligible to retire when the health benefit was amended were unaffected. Generally, all other employees were eligible for Health Reimbursement Accounts ("HRA") with an initial balance equal to the amount of the Company’s estimated then current liability. Contributions to the plan are limited to an annual contribution of 4% of the total HRA balance. Employees, upon retirement, will be able to utilize their HRA for qualified health costs and deductibles. In 2019, the death benefit was discontinued for new entrants, and only employees who had attained age 50 as of February 1, 2020 are eligible to earn this benefit.
 
The Company engages independent, external actuaries to compute the amounts of liabilities and expenses relating to all of its employee benefits plans, subject to the assumptions that the Company selects. The benefit obligation for these plans represents the liability of the Company for current and former employees, and is affected primarily by the following: service cost (benefits attributed to employee service during the period); interest cost (interest on the liability due to the passage of time); actuarial gains/losses (experience during the year different from that assumed and changes in plan assumptions); and benefits paid to participants.
 
GAAP requires an employer to recognize in its statements of condition as an asset or liability the overfunded or underfunded status of a defined benefit postretirement plan, measured as the difference between the fair value of plan assets and the benefit obligation. For a pension plan, the benefit obligation is the projected benefit obligation; for any other postretirement benefit plan, such as a retiree health care plan, the benefit obligation is the accumulated postretirement benefit obligation. The following table sets forth the changes in the projected benefit obligation for the DB Pension Plan and SERPs and the accumulated post-retirement benefit obligation for the Life and Healthcare Plan, the respective plan assets, and the plans’ funded status and amounts recognized in the Company’s Consolidated Statements of Condition at December 31, 2024 and 2023 (the measurement dates of the plans).
DB Pension PlanLife and Healthcare PlanSERP Plan
(In thousands)202420232024202320242023
Change in benefit obligation:
Benefit obligation at beginning of year$70,718 $70,521 $7,603 $7,603 $24,961 $24,991 
Service cost0 25 33 59 43 
Interest cost3,188 3,275 342 354 1,130 1,148 
Plan participants’ contributions0 87 92 0 
Actuarial loss (gain)(4,288)1,242 (815)(153)(2,259)(315)
Benefits paid(4,352)(4,320)(337)(326)(1,019)(906)
Benefit obligation at end of year$65,266 $70,718 $6,905 $7,603 $22,872 $24,961 
Change in plan assets:
Fair value of plan assets at beginning of year$84,644 $78,885 $0 $$0 $
Actual return on plan assets8,025 10,079 0 0 
Plan participants’ contributions0 87 92 0 
Employer contributions0 250 234 1,019 906 
Benefits paid(4,353)(4,320)(337)(326)(1,019)(906)
Fair value of plan assets at end of year$88,316 $84,644 $0 $$0 $
Funded (unfunded) status$23,050 $13,926 $(6,905)$(7,603)$(22,872)$(24,961)
 
The benefit obligation for the DB Pension Plan at December 31, 2024 and 2023, was $65.3 million and $70.7 million, respectively. The accumulated benefit obligation for the Life and Healthcare Plan at December 31, 2024 was $6.9 million compared to $7.6 million at December 31, 2023. The accumulated benefit obligation for the SERPs at December 31, 2024 was $20.0 million and was $21.1 million at December 31, 2023. The funded status of the DB Pension Plan was recognized in accrued interest and other assets, and the unfunded status of the Life and Healthcare Plan and the SERPs was recognized in other liabilities in the Consolidated Statements of Condition at December 31, 2024 in the amounts of $23.1 million, $(6.9) million, and $(22.9) million, respectively. The funded status of the DB Pension Plan was recognized in accrued interest and other assets, and the unfunded status of the Life and Healthcare Plan and the SERPs was recognized in other liabilities in the Consolidated Statements of Condition at December 31, 2023, in the amounts of $13.9 million, $(7.6) million, and $(25.0) million, respectively.

The actuarial (gain) loss shown above totaling a gain of $7.4 million in 2024 and a loss of $774,000 in 2023 were mainly the result of changes in the discount rates used to measure the benefit obligation of all plans at year end compared to those used at the prior year-end. The specific discount rates for each plan at December 31, 2024 and December 31, 2023 are provided below.

Net periodic benefit cost and other comprehensive income (loss) includes the following components:
(In thousands)DB Pension PlanLife and Healthcare PlanSERP Plan
Components of net periodic benefit cost202420232022202420232022202420232022
Service cost$0 $$$25 $33 $174 $59 $43 $78 
Interest cost3,188 3,275 1,985 342 354 223 1,130 1,148 814 
Expected return on plan assets(5,147)(4,789)(5,885)0 0 
Amortization of prior service (credit) cost0 (42)(61)(61)226 278 277 
Recognized net actuarial loss (gain)0 1,156 1,217 0 (40)196 0 847 
Net periodic benefit (credit) cost$(1,959)$(358)$(2,683)$325 $286 $532 $1,415 $1,469 $2,016 

Service cost is included in salaries and wages in the Consolidated Statements of Income. The other components of net periodic benefit costs are included in other operating expense in the Consolidated Statements of Income.
Other changes in plan assets and benefit obligations recognized in other comprehensive income (loss):

(In thousands)DB Pension PlanLife and Healthcare PlanSERP Plan
202420232022202420232022202420232022
Net actuarial gain$(7,166)$(4,048)$(1,080)$(815)$(153)$(2,598)$(2,259)$(315)$(9,083)
Recognized actuarial (loss) gain(976)(1,156)(1,217)61 40 (196)0 (847)
Recognized prior service cost (credit)0 43 61 61 (226)(278)(277)
Recognized in other comprehensive loss$(8,142)$(5,204)$(2,297)$(711)$(52)$(2,733)$(2,485)$(593)$(10,207)
Total recognized in net periodic benefit cost and other comprehensive income (loss)$(10,101)$(5,562)$(4,980)$(386)$234 $(2,201)$(1,070)$876 $(8,191)

Pre-tax amounts recognized as a component of accumulated other comprehensive income (loss) as of year-end that have not been recognized as a component of the Company’s combined net periodic benefit cost of the Company’s DB Pension Plan, Life and Healthcare Plan and SERPs are presented in the following table:

(In thousands)DB Pension PlanLife and Healthcare PlanSERP Plan
202420232022202420232022202420232022
Net actuarial loss (gain)$25,123 $33,265 $38,468 $(1,775)$(1,022)$(909)$(1,972)$287 $603 
Prior service cost (credit)0 (62)(104)(165)1,085 1,311 1,588 
Total$25,123 $33,265 $38,468 $(1,837)$(1,126)$(1,074)$(887)$1,598 $2,191 

Weighted-average assumptions used in accounting for the plans were as follows:
(In thousands)DB Pension PlanLife and Healthcare PlanSERP Plan
202420232022202420232022202420232022
Discount Rates
Benefit Cost for Plan Year4.75 %4.95 %2.63 %4.79 %4.98 %2.69 %4.78 %4.98 %2.71 %
Benefit Obligation at End of Plan Year5.42 %4.75 %4.95 %5.46 %4.79 %4.98 %5.46 %4.78 %4.98 %
Expected long-term return on plan assets6.25 %6.25 %6.25 %N/AN/AN/AN/AN/AN/A
Rate of compensation increase
Benefit Cost for Plan YearN/AN/AN/A4.00 %4.00 %4.00 %5.00 %5.00 %5.00 %
Benefit Obligation at End of Plan YearN/AN/AN/A4.00 %4.00 %4.00 %5.00 %5.00 %5.00 %

To develop the expected long-term rate of return on assets assumption for the DB Pension Plan, the Company considered the historical returns and the future expectations for returns for each asset class, as well as target asset allocations of the pension portfolio. Based on this analysis, the Company selected 6.25% as the long-term rate of return on assets assumption.

The discount rates used to determine the Company’s DB Pension Plan and other post-retirement benefit obligations as of December 31, 2024, and December 31, 2023, were determined by matching estimated benefit cash flows to a yield curve derived from Citigroup’s regular bond yield at December 31, 2024 and December 31, 2023.

Based on the Company’s anticipation of future experience under the DB Pension Plan, the mortality tables used to determine future benefit obligations under the plan were updated as of December 31, 2021 to the PRI-2012 Mortality Tables with Mortality Improvement Scale MP 2021. The Company updated this assumption based on the newest improvement table released by The Society of Actuaries as of December 31, 2024. The appropriateness of the assumptions is reviewed annually.
Cash Flows 

Plan assets are amounts that have been segregated and restricted to provide benefits, and include amounts contributed by the Company and amounts earned from investing contributions, less benefits paid. The Company funds the cost of the SERPs and the Life and Healthcare Plan benefits on a pay-as-you-go basis.

The benefits as of December 31, 2024, expected to be paid in each of the next five fiscal years, and in the aggregate for the five fiscal years thereafter were as follows:
(In thousands)DB Pension PlanLife and Healthcare PlanSERP Plan
2025$4,446 $486 $958 
20264,620 487 948 
20274,772 500 925 
20284,744 493 900 
20294,865 478 1,069 
2029-203324,569 2,256 9,706 
Total$48,016 $4,700 $14,506 

Plan Assets
 
The DB Pension Plan’s weighted-average asset allocations at December 31, 2024 and 2023, respectively, by asset category are as follows:
20242023
Equity securities60 %61 %
Debt securities39 %38 %
Other1 %%
Total Allocation100 %100 %

It is the policy of the Trustees of the Plan to invest the Pension Trust Fund (the "Fund") for total return. The Trustees seek the maximum return consistent with the interests of the participants and beneficiaries and prudent investment management. The management of the Fund’s assets is in compliance with the guidelines established in the Company’s Pension Plan and Trust Investment Policy, which is reviewed and approved annually by the Tompkins Board of Directors, and the Retirement Plan Management Committee.
 
The intention is for the Fund to be prudently diversified. The Fund’s investments will be invested among the fixed income, equity and cash equivalent sectors. The Retirement Plan Management Committee will designate minimum and maximum positions in any of the sectors. In no case shall more than 10% of the Fund assets consist of qualified securities or real estate of the Company. Unless otherwise approved by the Trustees of the Plan, the following investments are prohibited:
 
Restricted stock, private placements, short positions, calls, puts, or margin transactions;
Commodities, oil and gas properties, real estate properties, or
Any investment that would constitute a prohibited transaction as described in the Employee Retirement Income Security Act of 1974 ("ERISA"), section 407, 29 U.S.C. 1106.

In general, the investment in debt securities is limited to readily marketable debt securities having a Standard & Poor’s rating of "A" or Moody’s rating of "A", securities of, or guaranteed by the United States Government or its agencies, or obligations of banks or their holding companies that are rated in the three highest ratings assigned by Fitch Investor Service, Inc. In addition, investments in equity securities must be listed on the NYSE or traded on the national Over-the-Counter market or listed on the NASDAQ. Cash equivalents generally may be United States Treasury obligations, commercial paper having a Standard & Poor’s rating of "A-1" or Moody’s National Credit Officer rating of "P-1"or higher.
 
The major categories of assets in the Company’s DB Pension Plan as of year-end are presented in the following table. Assets are segregated by the level of valuation inputs within the fair value hierarchy established by ASC Topic 820 utilized to measure fair value (see "Note 18 - Fair Value Measurements"). 
Fair Value Measurements
December 31, 2024
(In thousands)Fair Value 2024(Level 1)(Level 2)(Level 3)
Cash and cash equivalents$966 $966 $$
Common stocks34,249 34,249 
Mutual funds53,101 53,101 
Total Fair Value of Plan Assets$88,316 $88,316 $0 $0 

Fair Value Measurements
December 31, 2023
(In thousands)Fair Value 2023(Level 1)(Level 2)(Level 3)
Cash and cash equivalents$1,023 $1,023 $$
Common stocks25,975 25,975 
Mutual funds57,646 57,646 
Total Fair Value of Plan Assets$84,644 $84,644 $0 $0 

The Company determines the fair value for its pension plan assets using an independent pricing service. The pricing service uses a variety of techniques to determine fair value, including market maker bids, quotes and pricing models. Inputs to the model include recent trades, benchmark interest rates, spreads, and actual and projected cash flows. Based on the inputs used by our independent pricing services, the Company identifies the appropriate level within the fair value hierarchy to report these fair values. U.S. Treasury securities, common stocks and mutual funds are considered Level 1 based on quoted prices in active markets.

Life insurance benefits are provided to certain officers of the Company. In connection with these policies, the Company reflected life insurance assets on its Consolidated Statements of Condition of $76.4 million at December 31, 2024, and $67.9 million at December 31, 2023. The insurance is carried at its cash surrender value on the Consolidated Statements of Condition. The Company purchased $6.3 million of insurance in 2024. In the fourth quarter of 2023, the Company surrendered certain separate account BOLI policies. Increases in the cash surrender value of the insurance are reflected as noninterest income, net of any related mortality expense.

The Company provides split dollar life insurance benefits to certain employees. The plan is unfunded and the estimated liability of the plan is recorded in other liabilities in the Consolidated Statements of Condition at $1.7 million as of December 31, 2024 and $1.5 million as of December 31, 2023. Compensation expense related to the split dollar life insurance was approximately $177,000 in 2024 and $3,000 in 2023.
v3.25.0.1
Stock Plans and Stock Based Compensation
12 Months Ended
Dec. 31, 2024
Share-Based Payment Arrangement [Abstract]  
Stock Plans and Stock Based Compensation Stock Plans and Stock-Based Compensation
 
In 2019, the 2009 Tompkins Financial Corporation Equity Plan ("2009 Equity Plan") expired and was replaced by the new Tompkins Financial Corporation 2019 Equity Plan ("2019 Equity Plan"). Under the 2019 Equity Plan, the Company may grant stock options, stock appreciation rights ("SARs"), shares of restricted stock, restricted units and performance share awards covering up to 2,275,000 shares of the Company's common stock to certain officers and employees. Restricted stock awards and restricted units and performance share awards will reduce the shares available for grant under the 2019 Equity Plan by 4.25 shares for each share subject to an award, resulting in a total number of full-value share awards that may be issued under the 2019 Equity Plan to 535,294.

Stock options and SARs are granted at an exercise price equal to the stock’s fair value at the date of grant, may not have a term in excess of ten years, and have vesting periods of five and seven years from the grant date. Options and SARs with an expiration date in 2026 have a five-year vesting schedule with zero percent vesting in year one and 25% vesting in years two through five. All other options and SARs have a seven-year vesting schedule with zero percent vesting in year one, 17% vesting in years two through six and 15% vesting in year seven. Restricted stock awards and restricted stock units that were granted in the periods covering 2019 through 2024 have a five-year vesting schedule with zero percent vesting in year one and 25% vesting in years two through five. For performance share awards, there is a 3-year performance period in the fiscal years immediately following the grant date, at which time the performance goal is measured. If the goal is achieved, the value of the
award either vests and is immediately payable, or is subject to additional time-based vesting, depending on the terms of the particular executive’s award agreement.
 
The Company granted 84,019 equity awards to its employees in 2024, consisting of 57,060 shares of restricted stock, 19,929 performance stock units and 7,030 restricted stock units. The Company granted 120,116 equity awards to its employees in 2023, consisting of 79,140 shares of restricted stock, 28,346 performance share units and 12,630 restricted stock units.

The following table presents the activity related to stock options and SARs under the Company's 2009 Equity Plan and 2019 Equity Plan for the year ended December 31, 2024:
Number of Shares/RightsWeighted Average Exercise PriceWeighted Average Remaining Contractual TermAggregate Intrinsic Value
Outstanding at January 1, 202448,882 $59.13 
Granted0.00 
Exercised(18,325)50.21 
Forfeited(10,536)60.60 
Outstanding at December 31, 202420,021 $66.51 1.23$131,642 
Exercisable at December 31, 202420,021 $66.51 1.23$131,642 

Total stock-based compensation expense for stock options and SARs was $0 in 2024, $0 in 2023, and $33,000 in 2022. As of December 31, 2024, unrecognized compensation cost related to unvested stock options and SARs totaled $0. Net cash proceeds, tax benefits and intrinsic value related to total stock options, SARs, and restricted stock exercised is as follows: 

(In thousands)202420232022
Proceeds from stock option exercises$(115)$(124)$(538)
Tax benefits related to stock option exercises(134)(229)196 
Intrinsic value of stock option exercises132 270 1,075 

The Company uses the Black-Scholes option-valuation model to determine the fair value of incentive stock options and SARs at the date of grant. The valuation model estimates fair value based on the assumptions for the risk-free rate, expected dividend yield, volatility and expected life. The risk-free rate is the interest rate available on zero-coupon U.S. Treasury instruments with a remaining term equal to the expected term of the share option at the time of grant. The expected dividend yield is based on the dividend trends and the market price of the Company’s stock price at grant. Volatility is largely based on historical volatility of the Company’s stock price. The expected term is based upon historical experience of employee exercises and terminations as the vesting term of the grants. The fair values of the grants are expensed over the vesting periods. There were no incentive stock options or SARs granted in 2024, 2023 or 2022.
 
December 31, 2024
Options and SARs OutstandingOptions and SARs Exercisable
Range of Exercise PricesNumber OutstandingWeighted Average Remaining Contractual LifeWeighted Average Exercise PriceNumber ExercisableWeighted Average Exercise Price
$50.01-76.90
19,799 1.22$66.29 19,799 $66.29 
$76.91-86.18
222 1.89$86.18 222 $86.18 
20,021 1.23$66.51 20,021 $66.51 
 
The following table presents activity related to restricted stock awards and restricted stock units for the year ended December 31, 2024:
Number of SharesWeighted Average Grant Date Fair Value
Unvested at January 1, 2024269,913 $63.22 
Granted84,019 72.29 
Vested(53,779)76.59 
Forfeited(18,556)66.78 
Unvested at December 31, 2024281,597 $62.33 

The Company granted 57,060 restricted stock awards, 7,030 restricted stock units, and 19,929 performance units in 2024, each at an average grant date fair value of $72.29. The Company granted 79,140 restricted stock awards, 12,630 restricted stock units, and 28,346 performance units in 2023, each at an average grant date fair value of $51.02. The Company granted 50,155 restricted stock awards, 8,215 restricted stock units, 16,284 performance units and 2,615 performance share awards in 2022 at an average grant date fair value of $81.48. The grant date fair values were the closing prices of the Company’s common stock on the grant dates. The Company recognized stock-based compensation related to restricted stock awards, restricted stock units, and performance share awards of $4.6 million in 2024, $4.4 million in 2023, and $4.8 million in 2022. Unrecognized compensation costs related to restricted stock and performance awards totaled $10.0 million, and restricted stock units totaled $1.3 million at December 31, 2024 and will be recognized over 3.5 years and 3.8 years, respectively on a weighted average basis.
v3.25.0.1
Other Noninterest Income and Expense
12 Months Ended
Dec. 31, 2024
Other Income and Expenses [Abstract]  
Other Noninterest Income and Expense Other Noninterest Income and Expense
Other income and operating expense totals are presented in the table below. Components of these totals exceeding 1%, and other significant items, of the aggregate of total interest income and other income for any of the years presented below are stated separately. 

Year ended December 31,
(In thousands)202420232022
NONINTEREST INCOME
Other service charges$2,753 $2,625 $2,703 
Increase in cash surrender value of corporate owned life insurance2,768 1,727 1,162 
Net gain on sale of loans1,001 96 155 
Other miscellaneous income3,539 2,063 1,905 
Total other noninterest income$10,061 $6,511 $5,925 
NONINTEREST EXPENSES
Marketing expense$4,075 $5,264 $5,708 
Professional fees6,514 7,535 6,931 
Technology expense14,686 15,939 15,167 
Cardholder expense4,053 4,238 4,560 
FDIC insurance5,696 4,298 2,798 
Legal expense1,185 1,709 1,414 
Other miscellaneous expenses14,990 17,331 13,919 
Total other noninterest expenses$51,199 $56,314 $50,497 
v3.25.0.1
Revenue Recognition
12 Months Ended
Dec. 31, 2024
Revenue from Contract with Customer [Abstract]  
Revenue Recognition Revenue Recognition
The Company recognizes revenue in accordance with ASU No. 2014-09 Revenue from Contracts with Customers (ASC 606) and all subsequent ASUs that modified ASC 606. ASC 606 is applicable to the Company’s noninterest revenue streams including its deposit related fees, card services income, trust and management, and insurance commissions and fees. Noninterest revenue streams in-scope of Topic 606 are discussed below.
Insurance Commissions and Fees
Insurance commissions and fees from insurance product sales are typically earned upon the effective date of bound coverage, as no significant performance obligation remains after coverage is bound. Commission revenue on policies billed in installments is accrued based upon the completion of the performance obligation creating a current asset for the unbilled revenue until such time as an invoice is generated, typically not to exceed twelve months. Contingent commissions are estimated based upon management's expectations for the user with an appropriate constraint applied and accrued relative to the recognition of the corresponding core commissions.

Trust & Asset Management
Trust and asset management income is primarily comprised of fees earned from the management and administration of trusts and other customer assets. The Company’s performance obligation is generally satisfied over time and the resulting fees are recognized monthly, based upon the month-end fair value of the assets under management and the applicable fee rate. Payment is generally received a few days after month end through a direct charge to customers’ accounts. The Company does not earn performance-based incentives. Optional services such as real estate sales and tax return preparation services are also available to existing trust and asset management customers. The Company’s performance obligation for these transactional-based services is generally satisfied, and related revenue recognized, at a point in time (i.e., as incurred). Payment is received shortly after services are rendered.

Mutual Fund & Investment Income
Mutual fund and investment income consists of other recurring revenue streams such as commissions from sales of mutual funds and other investments, and investment advisory fees from the Company’s Strategic Asset Management Services wealth management product. Commissions from the sale of mutual funds and other investments are recognized on the trade date, which is when the Company has satisfied its performance obligation. The Company also receives periodic service fees (i.e., trailers) from mutual fund companies typically based on a percentage of net asset value, recorded over time, usually monthly or quarterly, as net asset value is determined. Investment advisor fees from the wealth management product are earned over time and based on an annual percentage rate of the net asset value. The investment advisor fees are charged to the customer’s account in advance on the first month of the quarter, and the revenue is recognized over the following three-month period. The Company does engage a third party, LPL Financial, LLC (LPL), to satisfy part of this performance obligation, and therefore this income is reported net of any corresponding expenses paid to LPL.

Service Charges on Deposit Accounts
Service charges on deposit accounts consist of account analysis fees (i.e., net fees earned on analyzed business and public checking accounts), monthly service fees, check orders, and other deposit account related fees. The Company’s performance obligation for account analysis fees and monthly service fees is generally satisfied, and the related revenue recognized, over the period in which the service is provided. Check orders and other deposit account related fees are largely transactional based, and therefore, the Company’s performance obligation is satisfied and related revenue recognized, at a point in time. Payment for service charges on deposit accounts is primarily received immediately or in the following month through a direct charge to customers’ accounts.

Card Services Income
Fees, exchange, and other service charges are primarily comprised of debit and credit card income, ATM fees, merchant services income, and other service charges. Debit and credit card income is primarily comprised of interchange fees earned whenever the Company’s debit and credit cards are processed through card payment networks such as MasterCard. ATM fees are primarily generated when a Company cardholder uses a non-Company ATM or a non-Company cardholder uses a Company ATM. Merchant services income mainly represents fees charged to merchants to process their debit and credit card transactions, in addition to account management fees. The Company’s performance obligation for fees and exchange are largely satisfied, and related revenue recognized, when the services are rendered or upon completion. Payment is typically received immediately or in the following month.

Other
Other service charges include revenue from processing wire and ACH transfers, lock box service and safe deposit box rental. Payment on these revenue streams is received primarily through a direct charge to the customer’s account, immediately or in the following month, and therefore, the Company’s performance obligation is satisfied, and related revenue recognized, at a point in time.
The following presents noninterest income, segregated by revenue streams in-scope and out-of-scope of ASC 606, for the years ended December 31, 2024, 2023, and 2022:
Year ended December 31,
(In thousands)202420232022
Noninterest Income
In-scope of Topic 606:
Insurance Revenues$39,100 $37,351 $36,201 
Investment Service Income19,589 17,951 18,091 
Service Charges on Deposit Accounts7,288 6,913 7,365 
Card Services Income12,057 11,488 11,024 
Other1,296 1,324 1,291 
Noninterest Income (in-scope of ASC 606)79,330 75,027 73,972 
Noninterest Income (out-of-scope of ASC 606)8,797 (64,786)4,000 
Total Noninterest Income$88,127 $10,241 $77,972 

Contract Balances
A contract asset balance occurs when an entity performs a service for a customer before the customer pays consideration or before payment is due, which would result in contract receivables or assets, respectively. A contract liability balance is an entity’s obligation to transfer a service to a customer for which the entity has already received payment or for which payment is due from the customer. The Company’s noninterest revenue streams, excluding some insurance commissions and fees, are largely based on transactional activity, or standard month-end revenue accruals such as asset management fees based on month-end market values. Receivables primarily consist of amounts due for insurance and wealth management services performed for which the Company's performance obligations have been fully satisfied. Consideration is often received immediately or shortly after the Company satisfies its performance obligation and revenue is recognized. The Company does not typically enter into long-term revenue contracts with customers, and therefore, does not experience significant contract balances.

Contract Acquisition Costs
In connection with the adoption of ASC 606, an entity is required to capitalize, and subsequently amortize into expense, certain incremental costs of obtaining a contract with a customer if these costs are expected to be recovered. The incremental costs of obtaining a contract are those costs that an entity incurs to obtain a contract with a customer that it would not have incurred if the contract had not been obtained (for example, sales commission). The Company utilizes the practical expedient which allows entities to immediately expense contract acquisition costs when the asset that would have resulted from capitalizing these costs would have been amortized in one year or less. Upon adoption of ASC 606, the Company did not capitalize any contract acquisition costs.
v3.25.0.1
Income Taxes
12 Months Ended
Dec. 31, 2024
Income Tax Disclosure [Abstract]  
Income Taxes Income Taxes
The income tax expense (benefit) attributable to income from operations is summarized as follows:

(In thousands)CurrentDeferredTotal
2024
Federal$20,248 $(3,313)$16,935 
State4,837 231 5,068 
Total$25,085 $(3,082)$22,003 
2023
Federal$2,583 $381 $2,964 
State346 (815)(469)
Total$2,929 $(434)$2,495 
2022
Federal$19,238 $994 $20,232 
State4,409 (84)4,325 
Total$23,647 $910 $24,557 
The primary reasons for the differences between income tax expense and the amount computed by applying the statutory federal income tax rate to earnings are as follows:
202420232022
Statutory federal income tax rate21.0 %21.0 %21.0 %
State income taxes, net of federal benefit4.5 %(3.1)%3.1 %
Tax exempt income(1.3)%(9.4)%(1.1)%
Excess benefits from equity-based compensation(0.1)%1.1 %(0.3)%
Bank-owned life insurance income(0.6)%(3.0)%(0.2)%
Surrender of Bank-owned life insurance 0.0 %13.6 %0.0 %
Federal tax credit(0.2)%(0.8)%0.0 %
Non-Deductible Meals & Entertainment0.1 %1.3 %0.0 %
Section 162(m) Limitation0.1 %1.1 %0.2 %
Deductible ESOP Dividends under 404(k)(0.3)%(2.5)%(0.3)%
All other0.5 %1.5 %0.0 %
Total23.7 %20.8 %22.4 %

Deferred income taxes reflect the net tax effects of temporary differences between the carrying amount of assets and liabilities for financial reporting purposes and the amounts used for income tax purposes. Significant components of the Company’s deferred tax assets and liabilities as of December 31 were as follows:

(In thousands)20242023
Deferred tax assets:
Allowance for credit losses$14,733 $13,731 
Lease liability7,119 7,267
Interest income on nonperforming loans870 992 
Compensation and benefits12,936 12,414 
Purchase accounting adjustments323 424 
Liabilities held at fair value78 54 
Deferred loan fees and costs1,290 1,111 
Net operating loss carryforwards0 491 
Other753 744 
Total$38,102 $37,228 
Deferred tax liabilities:
Prepaid pension12,019 11,813 
Right of use asset6,763 6,955
Depreciation3,068 3,505 
Intangibles1,675 1,600 
Leases2,199 2,688 
Taxable bank-owned life insurance policies0 1,834 
Contingent Commissions871 778 
Other1,336 855 
Total deferred tax liabilities$27,931 $30,028 
Net deferred tax asset at year-end10,171 7,200 
Net deferred tax asset at beginning of year7,200 6,766 
Increase in net deferred tax asset2,971 434 
Investments in tax credit structures accounting standard adoption recorded through equity111 
Deferred tax benefit$(3,082)$(434)
Net operating loss carryforwards for New York and New York City purposes of $8.5 million and 344,000 were generated in 2023. These net operating losses were fully utilized in 2024.

The above analysis does not include recorded deferred tax assets (liabilities) of $33.9 million and $32.7 million as of December 31, 2024 and 2023, respectively, related to net unrealized holdings losses/(gains) in the available-for-sale debt securities portfolio. In addition, the analysis excludes recorded deferred tax assets of $5.6 million and $8.4 million, as of December 31, 2024 and 2023, respectively, related to employee benefit plans.

Realization of deferred tax assets is dependent upon the generation of future taxable income or the existence of sufficient taxable income. A valuation allowance is provided when it is more likely than not that some portion of the deferred tax assets will not be realized. In assessing the need for a valuation allowance, management considers the scheduled reversal of the deferred tax liabilities, the level of historical taxable income, and the projected future taxable income over the periods in which the temporary differences comprising the deferred tax assets will be deductible. Based on its assessment, management determined that no valuation allowance was necessary at December 31, 2024 and 2023.

At December 31, 2024, December 31, 2022 and December 31, 2021, the Company had an insignificant amount of ASC 740-10 unrecognized tax benefits. The Company does not expect the total amount of unrecognized tax benefits to significantly increase within the next twelve months. The Company recognizes interest and penalties on unrecognized tax benefits in income tax expense in its Consolidated Statements of Income.

The Company is subject to U.S. federal income tax and income tax in New York and various state jurisdictions. All tax years ending after December 31, 2020 are open to examination by the taxing authorities.
v3.25.0.1
Other Comprehensive Income (Loss)
12 Months Ended
Dec. 31, 2024
Stockholders' Equity Note [Abstract]  
Other Comprehensive Income (Loss) Other Comprehensive Income (Loss)
 
The tax effect allocated to each component of other comprehensive income (loss) were as follows:

December 31, 2024Before-Tax
Amount
Tax (Expense)
Benefit
Net of Tax
(In thousands)
Available-for-sale debt securities:
Change in net unrealized gain (loss) during the period$(3,709)$1,588 $(2,121)
Reclassification adjustment for net realized gains on sale of available-for-sale debt securities included in net income(50)12 (38)
Net unrealized losses(3,759)1,600 (2,159)
Employee benefit plans:
Net retirement plan gain (losses)10,240 (2,408)7,832 
Amortization of net retirement plan actuarial loss915 (215)700 
Amortization of net retirement plan prior service cost182 (42)140 
Employee benefit plans11,337 (2,665)8,672 
Other comprehensive income (loss)$7,578 $(1,065)$6,513 
December 31, 2023Before-Tax
Amount
Tax (Expense)
Benefit
Net of Tax
(In thousands)
Available-for-sale debt securities:
Change in net unrealized gain (loss) during the period$35,008 $(8,578)$26,430 
Reclassification adjustment for net realized loss on sale of available-for-sale debt securities included in net income (loss)69,984 (17,146)52,838 
Net unrealized gains/losses104,992 (25,724)79,268 
Employee benefit plans:
Net retirement plan gain (loss)4,516 (1,106)3,410 
Amortization of net retirement plan actuarial loss1,116 (273)843 
Amortization of net retirement plan prior service cost217 (54)163 
Employee benefit plans5,849 (1,433)4,416 
Other comprehensive income (loss)$110,841 $(27,157)$83,684 
December 31, 2022Before-Tax AmountTax (Expense) BenefitNet of Tax
(In thousands)
Available-for-sale debt securities:
Change in net unrealized (loss) gain during the period$(229,463)$56,223 $(173,240)
Reclassification adjustment for net realized gain on sale of available-for-sale debt securities included in net income11,916 (2,919)8,997 
Net unrealized losses(217,547)53,304 (164,243)
Employee benefit plans:
Net retirement plan gain (loss)12,761 (3,127)9,634 
Amortization of net retirement plan actuarial loss2,260 (554)1,706 
Amortization of net retirement plan prior service cost216 (52)164 
Employee benefit plans15,237 (3,733)$11,504 
Other comprehensive (loss) income$(202,310)$49,571 $(152,739)

The following table presents the activity in our accumulated other comprehensive (loss) income for the periods indicated:

(In thousands)Available-for-
Sale Debt Securities
Employee
Benefit Plans
Accumulated
Other
Comprehensive
(Loss) Income
Balance at January 1, 2022$(14,560)$(41,390)$(55,950)
Other comprehensive (loss) income(164,243)11,504 (152,739)
Balance at December 31, 2022$(178,803)$(29,886)$(208,689)
Balance at January 1, 2023(178,803)(29,886)(208,689)
Other comprehensive income (loss)79,268 4,416 83,684 
Balance at December 31, 2023$(99,535)$(25,470)$(125,005)
Balance at January 1, 2024(99,535)(25,470)(125,005)
Other comprehensive (loss) income(2,159)8,672 6,513 
Balance at December 31, 2024$(101,694)$(16,798)$(118,492)
December 31, 2024
Details about Accumulated other Comprehensive Income (Loss) Components (In thousands)
Amount Reclassified from Accumulated Other Comprehensive (Loss)1
Affected Line Item in the
Statement Where Net Income is
Presented
Available-for-sale debt securities:
Unrealized gains and losses on available-for-sale debt securities$50 Net gain (loss) on securities transactions
(12)Income tax expense
38 Net of tax
Employee benefit plans:
Amortization of the following2
Net retirement plan actuarial loss(915)Other operating expense
Net retirement plan prior service cost(182)Other operating expense
(1,097)Total before tax
257 Income tax expense
$(840)Net of tax
 
December 31, 2023
Details about Accumulated other Comprehensive Income (Loss) Components (In thousands)
Amount Reclassified from Accumulated Other Comprehensive (Loss)1
Affected Line Item in the
Statement Where Net Income is
Presented
Available-for-sale debt securities:
Unrealized gains and losses on available-for-sale debt securities$(69,984)Net gain (loss) on securities transactions
17,146 Tax expense
(52,838)Net of tax
Employee benefit plans:
Amortization of the following2
Net retirement plan actuarial loss(1,116)Other operating expense
Net retirement plan prior service cost(217)Other operating expense
(1,333)Total before tax
327 Tax benefit
$(1,006)Net of tax
Amounts in parentheses indicate debits in income statement.
The accumulated other comprehensive income (loss) components are included in the computation of net periodic benefit cost (See "Note 10 - Employee Benefit Plans").
v3.25.0.1
Commitments and Contingent Liabilities
12 Months Ended
Dec. 31, 2024
Commitments and Contingencies Disclosure [Abstract]  
Commitments and Contingent Liabilities Commitments and Contingent Liabilities
The Company, in the normal course of business, is a party to financial instruments with off-balance-sheet risk to meet the financial needs of its customers. These financial instruments include loan commitments, standby letters of credit, and unused portions of lines of credit. The contract, or notional amount, of these instruments represents the Company’s involvement in particular classes of financial instruments. These instruments involve, to varying degrees, elements of credit and interest rate risk in excess of the amount recognized on the Consolidated Statements of Condition.
The Company’s maximum potential obligations to extend credit for loan commitments (unfunded loans, unused lines of credit, and standby letters of credit) outstanding on December 31 were as follows:

(In thousands)20242023
Loan commitments$152,255 $109,342 
Standby letters of credit38,525 39,089 
Undisbursed portion of lines of credit1,134,554 1,020,558 
Total$1,325,334 $1,168,989 
 
Commitments to extend credit (including lines of credit) are agreements to lend to a customer as long as there is no violation of any condition established in the contract. Commitments generally have fixed expiration dates or other termination clauses and may require payment of a fee. Standby letters of credit are conditional commitments to guarantee the performance of a customer to a third party. The Company extends standby letters of credit to its customers in the normal course of business. The standby letters of credit are generally short-term. As of December 31, 2024, the Company’s maximum potential obligation under standby letters of credit was $38.5 million. Management uses the same credit policies in making commitments to extend credit and standby letters of credit as are used for on-balance-sheet lending decisions. Based upon management’s evaluation of the counterparty, the Company may require collateral to support commitments to extend credit and standby letters of credit. The credit risk amounts are equal to the contractual amounts, assuming the amounts are fully advanced and collateral or other security is of no value. The Company does not anticipate losses as a result of these transactions. These commitments also have off-balance-sheet interest-rate risk, in that the interest rate at which these commitments were made may not be at market rates on the date the commitments are fulfilled. Since some commitments and standby letters of credit are expected to expire without being drawn upon, the total commitment amounts do not necessarily represent future cash flow requirements.

The Company may also have rate lock agreements associated with mortgage loans to be sold in the secondary market (certain of which relate to loan applications for which no formal commitment has been made). The amount of rate lock agreements at December 31, 2024 was immaterial. In order to limit the interest rate risk associated with rate lock agreements, as well as the interest rate risk associated with mortgages held for sale, if any, the Company enters into agreements to sell loans in the secondary market to unrelated investors on a loan-by-loan basis. At December 31, 2024, the Company had approximately $4,730,000 of commitments to sell mortgages to unrelated investors on a loan-by-loan basis.
In the normal course of business, the Company is involved in various legal proceedings, investigations, and administrative proceedings. Civil litigation may range from individual actions involving a single plaintiff to putative class action lawsuits with potentially thousands of class members. Investigations may involve both formal and informal proceedings, by both government agencies and self-regulatory bodies. Based on information presently known to us, we do not believe there is any matter to which we are a party, or involving any of our properties, that individually or in the aggregate, would reasonably be expected to have a material adverse effect on our financial statements.
v3.25.0.1
Earnings Per Share
12 Months Ended
Dec. 31, 2024
Earnings Per Share [Abstract]  
Earnings Per Share Earnings Per Share
 
Calculation of basic earnings per share (Basic EPS) and diluted earnings per share (Diluted EPS) is shown below.
Year ended December 31,
(In thousands, except share and per share data)202420232022
Basic
Net income available to common shareholders$70,850 $9,505 $85,030 
Less: income attributable to unvested stock-based compensation awards0 (42)(250)
Net earnings allocated to common shareholders70,850 9,463 84,780 
Weighted average shares outstanding, including unvested stock-based compensation awards14,404,233 14,442,077 14,532,448 
Less: unvested stock-based compensation awards(186,127)(187,416)(204,168)
Weighted average shares outstanding - Basic14,218,106 14,254,661 14,328,280 
Diluted
Net earnings allocated to common shareholders$70,850 $9,463 $84,780 
Weighted average shares outstanding - Basic14,218,106 14,254,661 14,328,280 
Plus: incremental shares from assumed conversion of stock-based compensation awards50,337 46,560 76,014 
Weighted average shares outstanding - Diluted14,268,443 14,301,221 14,404,294 
Basic EPS$4.98 $0.66 $5.92 
Diluted EPS$4.97 $0.66 $5.89 
Stock-based compensation awards representing 8,476, 39,266, and 1,554 common shares for 2024, 2023, and 2022, respectively, were not included in the computations of diluted earnings per common share because the effect on those periods would have been antidilutive.
v3.25.0.1
Fair Value Measurements
12 Months Ended
Dec. 31, 2024
Fair Value Disclosures [Abstract]  
Fair Value Measurements Fair Value Measurements
FASB ASC Topic 820, Fair Value Measurements and Disclosures, defines fair value, establishes a framework for measuring fair value in GAAP and expands disclosures about fair value measurements. FASB ASC Topic 820 also establishes a fair value hierarchy that prioritizes the inputs to valuation techniques used to measure fair value. The hierarchy gives the highest priority to unadjusted quoted prices in active markets for identical assets or liabilities (Level 1 measurements) and the lowest priority to unobservable inputs (Level 3 measurements).
 
The three levels of the fair value hierarchy are:

Level 1 – Unadjusted quoted prices in active markets that are accessible at the measurement date for identical, unrestricted assets or liabilities;

Level 2 – Quoted prices for similar assets or liabilities in active markets, quoted prices for identical or similar assets or liabilities in markets that are not active, or inputs that are observable, either directly or indirectly, for substantially the full term of the asset or liability;

Level 3 – Prices or valuation techniques that require inputs that are both significant to the fair value measurement and unobservable (i.e., supported by little or no market activity).
 
The following table summarizes financial assets and financial liabilities measured at fair value on a recurring basis as of December 31, 2024 and 2023 segregated by the level of valuation inputs within the fair value hierarchy used to measure fair value:

Recurring Fair Value Measurements
December 31, 2024
(In thousands)(Level 1)(Level 2)(Level 3)
Assets
Available-for-sale debt securities
U.S. Treasuries$71,497 $$71,497 $
Obligations of U.S. Government sponsored entities380,280 380,280 
Obligations of U.S. states and political subdivisions77,694 77,694 
Mortgage-backed securities – residential, issued by:
U.S. Government agencies63,254 63,254 
U.S. Government sponsored entities636,360 636,360 
U.S. corporate debt securities2,447 2,447 
Total Available-for-sale debt securities$1,231,532 $$1,231,532 $
Equity securities, at fair value768 768 
Derivatives designated as hedging instruments864 864 
Derivatives not designated as hedging instruments1,831 1,831 
Liabilities
Derivatives not designated as hedging instruments$2,073 $$2,073 $

The change in the fair value of the $768,000 of equity securities valued using significant unobservable inputs (level 3), between January 1, 2024 and December 31, 2024 was immaterial.

Recurring Fair Value Measurements
December 31, 2023
(In thousands)(Level 1)(Level 2)(Level 3)
Assets
Available-for-sale debt securities
U.S. Treasuries$109,904 $$109,904 $
Obligations of U.S. Government sponsored entities456,458 456,458 
Obligations of U.S. states and political subdivisions81,924 81,924 
Mortgage-backed securities – residential, issued by:
U.S. Government agencies45,240 45,240 
U.S. Government sponsored entities720,830 720,830 
U.S. corporate debt securities2,294 2,294 
Total Available-for-sale debt securities$1,416,650 $$1,416,650 $
Equity securities, at fair value787 787 
Derivatives designated as hedging instruments1,503 1,503 
Derivatives not designated as hedging instruments1,610 1,610 
Liabilities
Derivatives not designated as hedging instruments$1,826 $$1,826 $
 
Securities: Fair values for U.S. Treasury securities are based on quoted market prices. Fair values for obligations of U.S. government sponsored entities, mortgage-backed securities-residential, obligations of U.S. states and political subdivisions, and U.S. corporate debt securities are based on quoted market prices, where available, as provided by third party pricing vendors. If
quoted market prices are not available, fair values are based on quoted market prices of comparable instruments in active markets and/or based upon matrix pricing methodology, which uses comprehensive interest rate tables to determine market price, movement and yield relationships. These securities are reviewed periodically to determine if there are any events or changes in circumstances that would adversely affect their value.

The Company determines fair value for its available-for-sale debt securities using an independent bond pricing service for identical assets or very similar securities. The pricing service uses a variety of techniques to determine fair value, including market maker bids, quotes and pricing models. Inputs to the model include recent trades, benchmark interest rates, spreads, and actual and projected cash flows. The Company reviews the prices supplied by the independent pricing service, as well as their underlying pricing methodologies, for reasonableness and to ensure such prices are aligned with traditional pricing matrices. In general, the Company’s investment portfolio consists of traditional investments, nearly all of which are U.S. Treasury obligations, federal agency bullet or mortgage pass-through securities, or general obligation municipal bonds. Pricing for such instruments is fairly generic and is easily obtained. Quarterly, the Company will validate prices supplied by the independent pricing service by comparing to prices obtained from a second third-party source. Based on the inputs used by our independent pricing services, the Company identifies the appropriate level within the fair value hierarchy to report these fair values.

Derivatives: The Company has contracted with a third party vendor to provide periodic valuations for its interest rate derivatives to determine the fair value of its interest rate contracts. The vendor utilizes standard valuation methodologies applicable to interest rate derivatives such as discounted cash flow analysis. Such valuations are based upon readily observable market data and are therefore considered Level 2 valuations by the Company.

Certain assets are measured at fair value on a nonrecurring basis, that is, they are not measured at fair value on an ongoing basis but are subject to fair value adjustments in certain circumstances. For the Company, these include loans held for sale, collateral dependent individually evaluated loans, other real estate owned, goodwill and other intangible assets. During 2024, certain collateral dependent individually evaluated loans and other real estate owned at December 31, 2024, were adjusted down to fair value. Collateral values are estimated using Level 3 inputs based upon observable market data. Real estate values are generally valued using independent appraisals or other indications of value based on recent comparable sales of similar properties or assumptions generally available in the market.
(In thousands)Fair value measurements at reporting
date using:
Gain (losses)
from fair
value changes
As ofQuoted prices in active markets for identical assetsSignificant other observable inputsSignificant unobservable inputsYear ended
Assets:12/31/2024(Level 1)(Level 2)(Level 3)12/31/2024
Individually evaluated loans$7,471 $$$7,471 $249 
Other real estate owned14,314 14,314 43 
 
(In thousands)Fair value measurements at reporting
date using:
Gain (losses)
from fair
value changes
As ofQuoted prices in active markets for identical assetsSignificant other observable inputsSignificant unobservable inputsYear ended
Assets:12/31/2023(Level 1)(Level 2)(Level 3)12/31/2023
Individually evaluated loans$40,681 $$$40,681 $826 
Other real estate owned131 131 23 

The following table presents the carrying amounts and estimated fair values of the Company’s financial instruments at December 31, 2024 and 2023. The carrying amounts shown in the table are included in the Consolidated Statements of Condition under the indicated captions. The fair value estimates, methods and assumptions set forth below for the Company’s financial instruments, including those financial instruments carried at cost, are made solely to comply with disclosures required by GAAP and does not always incorporate the exit-price concept of fair value prescribed by ASC Topic 820-10 and should be read in conjunction with the financial statements and notes included in this Report.
Estimated Fair Value of Financial Instruments
December 31, 2024
(In thousands)Carrying
Amount
Fair Value(Level 1)(Level 2)(Level 3)
Financial Assets:
Cash and cash equivalents$134,398 $134,398 $134,398 $$
Securities - held-to-maturity312,462 267,295 267,295 
FHLB stock and other stock42,255 42,255 42,255 
Accrued interest receivable28,823 28,823 28,823 
Loans/leases, net1
5,963,426 5,584,661 5,584,661 
Financial Liabilities:
Time deposits$1,068,375 $1,064,548 $$1,064,548 $
Other deposits5,403,430 5,403,430 5,403,430 
Fed funds purchased and securities sold
under agreements to repurchase37,036 37,036 37,036 
Other borrowings790,247 789,915 789,915 
Trust preferred debentures
Accrued interest payable4,854 4,854 4,854 
 1 Lease receivables, although excluded from the scope of ASC Topic 825, are included in the estimated fair value amounts at their carrying value.

Estimated Fair Value of Financial Instruments
December 31, 2023
(In thousands)Carrying
Amount
Fair Value(Level 1)(Level 2)(Level 3)
Financial Assets:
Cash and cash equivalents$79,542 $79,542 $79,542 $$
Securities - held-to-maturity312,401 267,455 267,455 
FHLB stock and other stock33,719 33,719 33,719 
Accrued interest receivable26,107 26,107 26,107 
Loans/leases, net1
5,554,351 5,126,679 5,126,679 
Financial Liabilities:
Time deposits$998,013 $990,933 $$990,933 $
Other deposits5,401,834 5,401,834 5,401,834 
Fed funds purchased and securities sold
under agreements to repurchase50,996 50,996 50,996 
Other borrowings602,100 600,814 600,814 
Accrued interest payable3,474 3,474 3,474 
1 Lease receivables, although excluded from the scope of ASC Topic 825, are included in the estimated fair value amounts at their carrying value.
 
The following methods and assumptions were used in estimating fair value disclosures for financial instruments:
 
Cash and Cash Equivalents: The carrying amounts reported in the Consolidated Statements of Condition for cash, noninterest-bearing deposits, money market funds, and Federal funds sold approximate the fair value of those assets.

Securities - Held-to-Maturity: Fair values for U.S. Treasury securities are based on quoted market prices. Fair values for obligations of U.S. government sponsored entities, and mortgage-backed securities-residential are based on quoted market
prices, where available, as provided by third party pricing vendors. If quoted market prices were not available, fair values are based on quoted market prices of comparable instruments in active markets and/or based upon a matrix pricing methodology, which uses comprehensive interest rate tables to determine market price, movement and yield relationships. These securities are reviewed periodically to determine if there are any events or changes in circumstances that would adversely affect their value.

FHLB Stock and Other Stock: The carrying amount of FHLB stock approximates fair value. If the stock is redeemed, the Company will receive an amount equal to the par value of the stock. For miscellaneous equity securities, carrying value is cost.
 
Loans and Leases: Fair value for loans is calculated using an exit price notion. The Company's valuation methodology takes into account factors such as estimated cash flows, including contractual cash flow and assumptions for prepayments; liquidity risk; and credit risk. The fair values of residential loans were estimated using discounted cash flow analyses, based upon available market benchmarks for rates and prepayment assumptions. The fair values of commercial and consumer loans were estimated using discounted cash flow analyses, based upon interest rates currently offered for loans and leases with similar terms and credit quality. The fair values of loans held for sale were determined based upon contractual prices for loans with similar characteristics.
 
Accrued Interest Receivable and Accrued Interest Payable: The carrying amount of these short term instruments approximates fair value.
 
Deposits: The fair values disclosed for noninterest bearing accounts and accounts with no stated maturities are equal to the amount payable on demand at the reporting date. The fair value of time deposits is based upon discounted cash flow analyses using rates offered for FHLB advances, which is the Company’s primary alternative source of funds.

Fed Funds Purchased and Securities Sold Under Agreements to Repurchase: The carrying amount of these instruments approximates fair value because the instruments have short-term maturities.

Other borrowings: The fair value of other borrowings is based upon discounted cash flow analyses using current rates offered for FHLB advances, with similar terms.
v3.25.0.1
Regulations and Supervision
12 Months Ended
Dec. 31, 2024
Equity [Abstract]  
Regulations and Supervision Regulations and Supervision
 
Capital Requirements:
The Company and its subsidiary bank are subject to various regulatory capital requirements administered by federal bank regulatory agencies. Failure to meet minimum capital requirements can initiate certain mandatory and possibly additional discretionary actions by regulators that, if undertaken, could have a direct material adverse effect on the Company’s business, results of operation and financial condition. Under capital adequacy guidelines and the regulatory framework for prompt corrective action (PCA), banks must meet specific guidelines that involve quantitative measures of assets, liabilities, and certain off-balance-sheet items as calculated under regulatory accounting practices. Capital amounts and classifications of the Company and its subsidiary bank are also subject to qualitative judgments by regulators concerning components, risk weightings, and other factors. Quantitative measures established by regulation to ensure capital adequacy require the maintenance of minimum amounts and ratios (set forth in the table below) of common equity Tier I capital, total capital and Tier 1 capital to risk-weighted assets (as defined in the regulation), and of Tier 1 capital to average assets (as defined in the regulation). Management believes that the Company and its subsidiary bank meet all capital adequacy requirements to which they are subject.

As of December 31, 2024, the most recent notifications from Federal bank regulatory agencies categorized the Company's subsidiary bank as "well capitalized" under the regulatory framework for PCA. To be categorized as well capitalized, the Company and its subsidiary bank must maintain total risk-based, Tier 1 risk-based, common equity Tier 1 capital and Tier 1 leverage ratios as set forth in the table below. There are no conditions or events since that notification that management believes have changed the capital category of the Company or its subsidiary bank.

In the first quarter of 2020, U.S. Federal regulatory authorities issued an interim final rule that provided banking organizations that adopt CECL during the 2020 calendar year with the option to delay for two years the estimated impact of CECL on regulatory capital relative to regulatory capital determined under the prior incurred loss methodology, followed by a three-year transition period to phase out the aggregate amount of the capital benefit provided during the initial two-year delay (i.e., a five-year transition in total). In connection with our adoption of CECL on January 1, 2020, we elected to utilize the five-year CECL transition.
The following table presents actual and required capital ratios as of December 31, 2024 and December 31, 2023 for Tompkins and its banking subsidiary. The minimum capital amounts required under Basel III include the capital conservation buffer of 2.5%, which must be added to each of the minimum required risk-based capital ratios (Total capital to risk-weighted assets, Common equity Tier 1 capital to risk-weighted assets and Tier 1 capital to risk weighted assets). Capital levels required to be considered well capitalized are based upon prompt corrective action regulations, as amended to reflect the changes under the Basel III Capital Rules.

Actual capital amounts and ratios of the Company and its subsidiary bank are as follows:

ActualMinimum Capital Required- Basel III Fully-Phased-InRequired to be Considered Well Capitalized
(dollar amounts in thousands)Amount/RatioAmount/RatioAmount/Ratio
December 31, 2024
Total Capital (to risk-weighted assets)
The Company (consolidated)
$796,226 /13.1%
$639,844/>10.5%
$609,375/>10.0%
Tompkins Community Bank
$754,991/12.4%
$638,719/>10.5%
$608,304/>10.0%
Common Equity Tier 1 Capital (to risk-weighted assets)
The Company (consolidated)
$738,266/12.1%
$426,563/>7.0%
$396,094/>6.5%
Tompkins Community Bank
$697,031/11.5%
$425,813/>7.0%
$395,398/>6.5%
Tier 1 Capital (to risk-weighted assets)
The Company (consolidated)
$738,266/12.1%
$517,969/>8.5%
$487,500/>8.0%
Tompkins Community Bank
$697,031/11.5%
$517,058/>8.5%
$486,643/>8.0%
Tier 1 Capital (to average assets)
The Company (consolidated)
$738,266/9.3%
$318,498/>4.0%
$398,123/>5.0%
Tompkins Community Bank
$697,031/8.8%
$317,914/>4.0%
$397,393/>5.0%
December 31, 2023
Total Capital (to risk-weighted assets)
The Company (consolidated)
$754,792 /13.4%
$593,213/>10.5%
$564,965/>10.0%
Tompkins Community Bank
$721,297/12.8%
$591,445/>10.5%
$563,281/>10.0%
Common Equity Tier 1 Capital (to risk-weighted assets)
The Company (consolidated)
$699,525/12.4%
$395,476/>7.0%
$367,227/>6.5%
Tompkins Community Bank
$666,030/11.8%
$394,297/>7.0%
$366,133/>6.5%
Tier 1 Capital (to risk-weighted assets)
The Company (consolidated)
$699,525/12.4%
$480,220/>8.5%
$451,972/>8.0%
Tompkins Community Bank
$666,030/11.8%
$478,789/>8.5%
$450,625/>8.0%
Tier 1 Capital (to average assets)
The Company (consolidated)
$699,525/9.1%
$308,269/>4.0%
$385,337/>5.0%
Tompkins Community Bank
$666,030/8.7%
$307,956/>4.0%
$384,945/>5.0%
v3.25.0.1
Condensed Parent Company Only Financial Statements
12 Months Ended
Dec. 31, 2024
Condensed Financial Information Disclosure [Abstract]  
Condensed Parent Company Only Financial Statements Condensed Parent Company Only Financial Statements
 
Condensed financial statements for Tompkins (the Parent Company) are presented below. 
Condensed Statements of ConditionAs of As of
(In thousands)12/31/202412/31/2023
Assets
Cash$23,866 $10,710 
Investment in subsidiaries689,485 650,595 
Other1,272 8,455 
Total Assets$714,623 $669,760 
Liabilities and Shareholders’ Equity
Other liabilities1,179 1,238 
Tompkins Financial Corporation Shareholders’ Equity713,444 668,522 
Total Liabilities and Shareholders’ Equity$714,623 $669,760 
 
Condensed Statements of IncomeYear ended December 31,
(In thousands)202420232022
Dividends received from subsidiaries$51,473 $42,634 $62,559 
Other income305 297 147 
Total Operating Income$51,778 $42,931 $62,706 
Other expenses12,929 13,117 11,295 
Total Operating Expenses$12,929 $13,117 $11,295 
Income Before Taxes and Equity in Undistributed
Earnings of Subsidiaries38,849 29,814 51,411 
Income tax benefit3,170 3,223 2,841 
Equity in undistributed earnings of subsidiaries28,831 (23,532)30,778 
Net Income$70,850 $9,505 $85,030 
Condensed Statements of Cash FlowsYear ended December 31,
(In thousands)202420232022
Operating activities
Net income$70,850$9,505$85,030
Adjustments to reconcile net income to net cash provided by operating activities
Equity in undistributed earnings of subsidiaries(28,831)23,532 (30,778)
Other, net7,644 (7,350)3,561 
Net Cash Provided by Operating Activities49,663 25,687 57,813 
Investing activities
Repayment of investments in and advances to subsidiaries00350
Other, net(271)1,015 29 
Net Cash (Used in) Provided by Investing Activities(271)1,015 379 
Financing activities
Cash dividends(35,049)(34,512)(33,565)
Repurchase of common shares0 (8,726)(15,430)
Net proceeds from restricted stock awards(1,242)(1,173)(1,758)
Shares issued for employee and other stock ownership plans170 2,951 
Net proceeds from exercise of stock options(115)(124)(538)
Net Cash Used in Financing Activities(36,236)(44,535)(48,340)
Net increase (decrease) in cash13,156 (17,833)9,852 
Cash at beginning of year10,710 28,543 18,691 
Cash at End of Year$23,866 $10,710 $28,543 
 
A Statement of Changes in Shareholders’ Equity has not been presented since it is the same as the Consolidated Statement of Changes in Shareholders’ Equity previously presented for the consolidated Company.
v3.25.0.1
Segment and Related Information
12 Months Ended
Dec. 31, 2024
Segment Reporting [Abstract]  
Segment and Related Information Segment and Related Information
 
The Company adopted ASU No. 2023-07, "Segment Reporting (Topic 280): Improvements to Reportable Segment Disclosures." effective December 15, 2024. In accordance with Topic 280, the Company manages its operations through three reportable business segments: (i) banking and financial services ("Banking"), (ii) insurance services ("Tompkins Insurance") and (iii) wealth management ("Tompkins Financial Advisors"). The Company’s insurance services and wealth management services are managed separately from the Banking segment.
 
Banking
Tompkins Community Bank has twelve banking offices located in Ithaca, NY and surrounding communities; fourteen banking offices located in the Genesee Valley region of New York State as well as Monroe County; twelve full-service banking offices located in the counties north of New York City; and sixteen banking offices headquartered and operating in the areas surrounding southeastern Pennsylvania.
 
Banking services consist primarily of attracting deposits from the areas served by the Company’s banking subsidiary and using those deposits to originate a variety of commercial loans, agricultural loans, consumer loans, real estate loans and leases in those same areas. The Company’s subsidiary bank provides a variety of retail banking services including checking accounts, savings accounts, time deposits, IRA products, residential mortgage loans, personal loans, home equity loans, credit cards, debit cards and safe deposit services delivered through its branch facilities, ATMs, voice response, mobile banking, Internet banking and remote deposit services. The Company’s subsidiary bank also provides a variety of commercial banking services such as lending activities for a variety of business purposes, including real estate financing, construction, equipment financing, accounts receivable financing and commercial leasing. Other commercial services include deposit and cash management services, letters of credit, sweep accounts, credit cards, Internet-based account services, mobile banking and remote deposit services. The banking subsidiary does not engage in sub-prime lending.
 
Insurance
The Company provides property and casualty insurance services and employee benefits consulting through Tompkins Insurance Agencies, Inc., a 100% wholly-owned subsidiary of the Company, headquartered in Batavia, New York. Tompkins Insurance is an independent insurance agency, representing many major insurance carriers and provides employee benefit consulting to employers in Western and Central New York and Southeastern Pennsylvania, assisting them with their medical, group life insurance and group disability insurance. Tompkins Insurance has four stand-alone offices in Western New York.
 
Wealth Management
The wealth management segment is generally organized under the Tompkins Financial Advisors brand. Tompkins Financial Advisors offers a comprehensive suite of financial services to customers, including trust and estate services, investment management and financial and insurance planning for individuals, corporate executives, small business owners and high net worth individuals. Tompkins Financial Advisors has offices in each of the Company’s regional markets.

Chief Operating Decision Maker
Our Chief Executive Officer ("CEO") is our chief operating decision maker. In order to allocate costs, capital and resources to each operating segment, we (i) identify the cost or opportunity value of funds within each business segment, (ii) measure the profitability of a particular business segment by relating appropriate costs to revenues, (iii) evaluate each business segment in a manner consistent with its economic impact on consolidated earnings, and (iv) enhance asset and liability pricing decisions. Our CEO reviews actual net income versus budgeted net income on a monthly basis to assess segment performance and to make decisions about allocating capital and personnel among the segments.
 
Summarized financial information concerning the Company’s reportable segments and the reconciliation to the Company’s consolidated results is shown in the following table. Investment in subsidiaries is netted out of the presentations below. The "Intercompany" column identifies the intercompany activities of revenues, expenses and other assets between the banking and financial services segments. The Company accounts for intercompany fees and services at an estimated fair value according to regulatory requirements for the services provided. Intercompany items relate primarily to the use of human resources, information systems, accounting and marketing services provided by any of the banks and the holding company. All other accounting policies are the same as those described in "Note 1 - Summary of Significant Accounting Policies" in this Report.
 
 As of and for the year ended December 31, 2024
(In thousands)BankingInsuranceWealth
Management
IntercompanyConsolidated
Interest income$347,574 $$$(5)$347,574 
Interest expense136,477 (5)136,472 
Net interest income211,097 211,102 
Provision for credit loss expense6,611 6,611 
Noninterest income29,991 39,762 20,488 (2,114)88,127 
Noninterest expense157,320 28,983 15,453 (2,114)199,642 
Income before income tax expense77,157 10,784 5,035 92,976 
Income tax expense17,807 2,943 1,253 22,003 
Net Income attributable to noncontrolling interests and Tompkins Financial Corporation59,350 7,841 3,782 70,973 
Less: Net income attributable to noncontrolling interests123 123 
Net Income attributable to Tompkins Financial Corporation$59,227 $7,841 $3,782 $$70,850 
Depreciation and amortization$9,816 $159 $168 $$10,143 
Assets8,048,149 47,059 29,367 (15,495)8,109,080 
Goodwill64,524 19,867 8,211 92,602 
Other intangibles, net1,166 1,015 22 2,203 
Net loans and leases5,963,426 5,963,426 
Deposits6,495,526 (23,721)6,471,805 
Total equity637,414 38,534 37,496 713,444 
 As of and for the year ended December 31, 2023
(In thousands)BankingInsuranceWealth
Management
IntercompanyConsolidated
Interest income$297,358 $$$(5)$297,358 
Interest expense87,849 (5)87,844 
Net interest income209,509 209,514 
Provision for credit loss expense4,339 4,339 
Noninterest income(43,667)37,868 18,262 (2,222)10,241 
Noninterest expense162,312 28,770 14,432 (2,222)203,292 
(Loss) Income before income tax expense(809)9,103 3,830 12,124 
Income tax (benefit) expense(1,007)2,548 954 2,495 
Net Income attributable to noncontrolling interests and Tompkins Financial Corporation198 6,555 2,876 9,629 
Less: Net income attributable to noncontrolling interests124 124 
Net Income attributable to Tompkins Financial Corporation$74 $6,555 $2,876 $$9,505 
Depreciation and amortization$11,047 $176 $176 $$11,399 
Assets7,760,160 44,143 29,089 (13,643)7,819,749 
Goodwill64,524 19,867 8,211 92,602 
Other intangibles, net956 1,336 35 2,327 
Net loans and leases5,554,351 5,554,351 
Deposits6,419,872 (20,025)6,399,847 
Total equity601,598 36,176 32,160 669,934 

 As of and for the year ended December 31, 2022
(In thousands)BankingInsuranceWealth ManagementIntercompanyConsolidated
Interest income$251,324 $$$(5)$251,324 
Interest expense21,048 (5)21,043 
Net interest income230,276 230,281 
Provision for credit loss expense2,789 2,789 
Noninterest income25,394 36,721 18,129 (2,272)77,972 
Noninterest expense156,186 27,678 14,159 (2,272)195,751 
Income before income tax expense96,695 9,048 3,970 109,713 
Income tax expense21,085 2,504 968 24,557 
Net Income attributable to noncontrolling interests and Tompkins Financial Corporation75,610 6,544 3,002 85,156 
Less: Net income attributable to noncontrolling interests126 126 
Net Income attributable to Tompkins Financial Corporation$75,484 $6,544 $3,002 $$85,030 
Depreciation and amortization$10,366 $175 $143 $$10,684 
Assets7,610,701 45,090 28,977 (14,082)7,670,686 
Goodwill64,524 19,867 8,211 92,602 
Other intangibles, net1,004 1,655 49 2,708 
Net loans and leases5,222,977 5,222,977 
Deposits6,614,659 1,079 (13,443)6,602,295 
Total equity559,12335,15523,1120617,390
v3.25.0.1
Derivatives and Hedging Activities
12 Months Ended
Dec. 31, 2024
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
Derivatives and Hedging Activities Derivatives and Hedging Activities
Risk Management Objective of Using Derivatives

The Company is exposed to certain risks arising from both its business operations and economic conditions. The Company principally manages its exposures to a wide variety of business and operational risks through management of its core business activities. The Company manages economic risks, including interest rate, liquidity, and credit risk, primarily by managing the amount, sources, and duration of its assets and liabilities and the use of derivative financial instruments. Specifically, the Company enters into derivative financial instruments to manage exposures that arise from business activities that result in the receipt or payment of future known and uncertain cash amounts, the value of which are determined by interest rates. The Company also enters into interest rate derivatives to accommodate the business requirements of certain qualifying customers. All derivatives are recognized as other assets or other liabilities on the Company's Consolidated Statements of Condition at fair value. The accounting for changes in the fair value of derivatives depends on the intended use of the derivative and resulting designation.

Derivatives Designated as Hedging Instruments

Fair Value Hedges of Interest Rate Risk
The Company is exposed to changes in the fair value of certain of its fixed-rate assets due to changes in benchmark interest rates. The Company uses interest rate swaps to manage its exposure to changes in fair value on these instruments attributable to changes in the designated benchmark interest rate. Interest rate swaps designated as fair value hedges involve the payment of fixed-rate amounts to a counterparty in exchange for the Company receiving variable-rate payments over the life of the agreements without the exchange of the underlying notional amount. As of December 31, 2024, the Company had interest rate swaps with a total notional amount of $150.0 million hedging fixed-rate residential mortgage loans.

For derivatives designated and that qualify as fair value hedges, the gain or loss on the derivative as well as the offsetting loss or gain on the hedged item attributable to the hedged risk are recognized in interest income.

As of December 31, 2024 and December 31, 2023, the following amounts were recorded on the Consolidated Statements of Condition related to cumulative basis adjustment for fair value hedges.

Line Item in the Statement of Financial Position in Which the Hedged Item is IncludedCarrying Amount of the Hedged Assets/(Liabilities)Cumulative Amount of Fair Value Hedging Adjustment Included in the Carrying Amount of the Hedged Assets/(Liabilities) Carrying Amount of the Hedged Assets/(Liabilities)Cumulative Amount of Fair Value Hedging Adjustment Included in the Carrying Amount of the Hedged Assets/(Liabilities)
December 31, 2024December 31, 2024December 31, 2023December 31, 2023
Fixed Rate Loans1
$149,175$(825)$148,633$(1,367)
Total$149,175$(825)$148,633$(1,367)
1 These amounts include the amortized cost basis of closed portfolios of fixed rate loans used to designate hedging relationships in which the hedged item is the stated amount of assets in the closed portfolio anticipated to be outstanding for the designated hedged period. At December 31, 2024 and December 31, 2023, the amortized cost basis of the closed portfolios used in these hedging relationships was $711.0 million and $763.4 million respectively; the cumulative basis adjustments associated with these hedging relationships was $825,000 and $1.4 million, respectively; and the amount of the designated hedged items was $150.0 million for both periods.

Derivatives Not Designated as Hedging Instruments

The Company enters into interest rate swaps to help commercial loan borrowers manage their interest rate risk. These interest rate swap contracts allow borrowers to convert variable-rate loan payments to fixed-rate loan payments. When the Company enters into an interest rate derivative contract with a commercial loan borrower, it simultaneously enters into a “mirror” interest rate contract with a third party. For interest rate swaps, the third party exchanges the client’s fixed-rate loan payments for variable-rate loan payments. The Company's credit policies with respect to interest rate contracts with commercial borrowers are similar to those used for loans. The Company retains the risk that is associated with the potential failure of counterparties and the risk inherent in originating loans. The interest rate contracts with counterparties are generally subject to bilateral collateralization terms. These derivatives are not designated as hedges and therefore, changes in fair value are recognized in earnings.
The Company has entered into risk participation agreements with other banks in commercial loan arrangements. Participating banks guarantee the performance on borrower-related interest rate swap contracts. These derivatives are not designated as hedges and therefore, changes in fair value are recognized in earnings.

Under a risk participation-out agreement, a derivative asset, the Company participates out a portion of the credit risk associated with the interest rate swap position executed with the commercial borrower for a fee paid to the participating bank. Under a risk participation-in agreement, a derivative liability, the Company assumes, or participates in, a portion of the credit risk associated with the interest rate swap position with the commercial borrower for a fee received from the other bank.

Tabular Disclosure of Fair Values of Derivative Instruments on the Consolidated Statements of Condition

The tables below present the fair value of the Company’s derivative financial instruments as well as their classification on the consolidated statements of condition as of December 31, 2024 and December 31, 2023. Amounts below are presented on a net basis in accordance with applicable accounting guidance.

Derivative Assets
December 31, 2024
(In thousands)Notional AmountBalance Sheet LocationFair Value
Derivatives designated as hedging instruments
Interest Rate Products$150,000  Other Assets $864 
Total derivatives designated as hedging instruments$864 
Derivatives not designated as hedging instruments
Interest Rate Products$175,865 Other Assets$1,831 
Total derivatives not designated as hedging instruments$1,831 

Derivative Assets
December 31, 2023
(In thousands)Notional AmountBalance Sheet LocationFair Value
Derivatives designated as hedging instruments
Interest Rate Products$150,000 Other Assets$1,503 
Total derivatives designated as hedging instruments$1,503 
Derivatives not designated as hedging instruments
Interest Rate Products$34,930  Other Assets $1,610 
Total derivatives not designated as hedging instruments$1,610 

 Derivative Liabilities
December 31, 2024
(In thousands)Notional AmountBalance Sheet LocationFair Value
Derivatives not designated as hedging instruments
Interest Rate Products$178,646 Other Liabilities$1,990 
Risk Participation Agreement44,387 Other Liabilities83 
Total derivatives not designated as hedging instruments $2,073 
 Derivative Liabilities
December 31, 2023
(In thousands)Notional AmountBalance Sheet LocationFair Value
Derivatives not designated as hedging instruments
Interest Rate Products$34,930 Other Liabilities$1,778 
Risk Participation Agreement7,542 Other Liabilities48 
Total derivatives not designated as hedging instruments $1,826 

Tabular Disclosure of the Effect of Fair Value and Cash Flow Hedge Accounting on the Consolidated Statements of Income

The table below presents the effect of the Company’s derivative financial instruments on the consolidated statements of income for the years ended December 31, 2024, 2023, and 2022:

The Effect of Fair Value and Cash Flow Hedge Accounting on the Consolidated Statements of Income
Location of Gain or (Loss) Recognized in Income on Derivative
202420232022
(In thousands)Interest Income
Total amounts of income and expense line items presented in the statement of financial performance in which the effects of fair value or cash flow hedges are recorded$2,423 $1,650 $
The effects of fair value and cash flow hedging:
Gain or (loss) on fair value hedging relationships in Subtopic 815-20
Hedged items542 (1,367)
Derivatives designated as hedging instruments1,882 3,017 

Tabular Disclosure of the Effect of Derivatives Not Designated as Hedging Instruments on the Income Statement

The table below presents the effect of the Company’s derivative financial instruments that are not designated as hedging instruments on the consolidated statements of income for the years ended December 31, 2024, 2023, and 2022:

Effect of Derivatives Not Designated as Hedging Instruments on the Consolidated Statements of Income
Derivatives Not Designated as Hedging Instruments under Subtopic 815-20 Location of Gain or (Loss) Recognized in Income on DerivativeAmount of Gain or (Loss) Recognized in Income on DerivativeAmount of Gain or (Loss) Recognized in Income on DerivativeAmount of Gain or (Loss) Recognized in Income on Derivative
(In thousands)202420232022
Interest Rate ProductsOther Income$$(168)$
Risk Participation AgreementOther Income295 114 57 
Total$304 $(54)$57 
Fee IncomeOther income / (expense)$1,476 $539 $

Credit-risk-related Contingent Features

Applicable for OTC derivatives with dealers

The Company has agreements with each of its derivative counterparties that contain a provision where if the Company defaults on any of its indebtedness, including default where repayment of the indebtedness has not been accelerated by the lender, then the Company could also be declared in default on its derivative obligations.
As of December 31, 2024 and December 31, 2023, the fair value of derivatives in a net liability position, which includes accrued interest but excludes any adjustment for nonperformance risk, related to these agreements was $1.3 million and $1.8 million, respectively. As of December 31, 2024 and December 31, 2023, the Company had posted $260,000 and $1.5 million, respectively, in collateral related to these agreements. The interest rate hedge counterparty has posted $890,000 and $1.5 million of collateral in proportion to potential losses in the derivative position at December 31, 2024 and December 31, 2023, respectively.
v3.25.0.1
Pay vs Performance Disclosure - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Pay vs Performance Disclosure      
Net income attributable to Tompkins Financial Corporation $ 70,850 $ 9,505 $ 85,030
v3.25.0.1
Insider Trading Arrangements
3 Months Ended
Dec. 31, 2024
Trading Arrangements, by Individual  
Rule 10b5-1 Arrangement Adopted false
Non-Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
v3.25.0.1
Insider Trading Policies and Procedures
12 Months Ended
Dec. 31, 2024
Insider Trading Policies and Procedures [Line Items]  
Insider Trading Policies and Procedures Adopted true
v3.25.0.1
Cybersecurity Risk Management and Strategy Disclosure
12 Months Ended
Dec. 31, 2024
Cybersecurity Risk Management, Strategy, and Governance [Line Items]  
Cybersecurity Risk Management Processes for Assessing, Identifying, and Managing Threats [Text Block]
Risk management and strategy
The Company takes very seriously the responsibilities to protect sensitive information, technology resources, and shareholder value from the risk of cyber threats and incidents.

The Company maintains an enterprise-wide and Board-approved Information and Cyber Security Program (the “Program”), which includes strategy, written policies, procedures, guidelines and standards to address the assessment, identification and management of cybersecurity risks. The Company designed the Program to be consistent with industry standards and in compliance with applicable federal and New York state laws, regulations and guidelines. As discussed in further detail under the subheading "Governance" below, the Program is fully integrated with the Company's overall enterprise risk management systems and processes.

The Company has adopted the Factor Analysis for Information Risk (FAIR) assessment approach, an industry standard risk assessment methodology. Under the FAIR approach, the Company identifies, catalogs, assesses and manages material cyber risks by: (a) documenting threat actors and organizations (i.e., cybercriminals, nation state actors, hackers, company insiders), (b) analyzing their likelihood of attack, their motives, capabilities and tactics; (c) assessing the potential impacts of such threat actor attacks against company assets, and documented vulnerabilities (or cyber exposures), both internally and externally of the organization; and (d) evaluating the implemented security controls and effectiveness of those controls against defined risk scenarios. The Company rates vulnerabilities based on the criticality of a vulnerability and/or the value of the asset associated with the vulnerability (for example, people, systems, customer data, or money). When a residual risk exceeds the desired threshold set by the Board-defined risk appetite of the organization, additional controls are recommended and implemented to reduce the potential risk to an acceptable level and provide appropriate management of the cyber risk exposure.
In conjunction with the FAIR assessment, the Company uses the MITRE Attack framework to identify the various exploitation techniques and tactics used by the most likely threat actors. This framework informs the risk management process with valuable insight into some of the most common, or likely, cyber-attacks the Company should address.

Additionally, the Company leverages insights from independently-conducted penetration testing provided by external third-party assessors, as required by the NYSDFS cybersecurity regulations, to discover and evaluate potential vulnerabilities across the enterprise that should be contemplated within the overall cyber risk program. The Company also engages independent third-party auditors to provide additional subject matter expertise, as well as to perform comprehensive independent audits of the Program. Audits are conducted no less than annually to evaluate the effectiveness and maturity of the Program. Audits include a review of the cyber risk assessment process, security control effectiveness, and compliance with regulatory requirements.

To manage the risks identified, the Company implements controls and tests those controls for effectiveness. The Company uses the Federal Financial Institutions Examination Council Cyber Assessment Tool (CAT), the National Institute of Standards and Technology (NIST) Cybersecurity Framework (CSF), the NYSDFS cybersecurity requirements and the Center for Internet Security (CIS) Critical Controls to help inform the Company of best practices for control implementation and potential risk mitigation opportunities that align with defined risk scenarios, and generally as a baseline for best practice control implementation.

As part of the Program, the Company has established policies and procedures to oversee, identify and mitigate material cybersecurity risks associated with the use of any third-party service providers. The Company evaluates and risk rates third-party relationships against a defined set of minimum-security requirements under its enterprise-wide Third-Party Risk Management program. Higher-risk third party service providers are reviewed in more detail and as part of the continual due diligence process to ensure changes to the relationship and/or risk posture are identified and managed appropriately.

The Company is not aware of any cybersecurity incidents that have materially affected the Company, including its business strategy, results of operations or financial condition. For a discussion of cybersecurity threats that could materially affect the Company’s business strategy, results of operations or financial condition, please see Item 1A. Risk Factors.
Cybersecurity Risk Management Processes Integrated [Flag] true
Cybersecurity Risk Management Processes Integrated [Text Block]
The Company maintains an enterprise-wide and Board-approved Information and Cyber Security Program (the “Program”), which includes strategy, written policies, procedures, guidelines and standards to address the assessment, identification and management of cybersecurity risks. The Company designed the Program to be consistent with industry standards and in compliance with applicable federal and New York state laws, regulations and guidelines. As discussed in further detail under the subheading "Governance" below, the Program is fully integrated with the Company's overall enterprise risk management systems and processes.
Cybersecurity Risk Management Third Party Engaged [Flag] true
Cybersecurity Risk Third Party Oversight and Identification Processes [Flag] true
Cybersecurity Risk Materially Affected or Reasonably Likely to Materially Affect Registrant [Flag] false
Cybersecurity Risk Board of Directors Oversight [Text Block]
The Program is governed by the Board of Directors and specifically, the Audit and Risk Committee, as well as two management committees, the Enterprise Risk Management Committee (“ERMC”) and the Technology and Information Security Committee (“TISC”).
Cybersecurity Risk Board Committee or Subcommittee Responsible for Oversight [Text Block]
The Program is governed by the Board of Directors and specifically, the Audit and Risk Committee, as well as two management committees, the Enterprise Risk Management Committee (“ERMC”) and the Technology and Information Security Committee (“TISC”).
Cybersecurity Risk Process for Informing Board Committee or Subcommittee Responsible for Oversight [Text Block] Annually, the Audit and Risk Committee reviews and recommends for approval to the Board the Company's Information Security Policy, which outlines the roles, responsibilities, and objectives for the Program. On a quarterly basis, the Company’s Chief Information Security Officer ("CISO") presents the Company’s cybersecurity report and related material for review by the Audit and Risk Committee and then by the Board.
Cybersecurity Risk Role of Management [Text Block] The TISC coordinates and communicates with the Audit and Risk Committee on risk-related items through the Company’s Enterprise Risk Management Committee.
Cybersecurity Risk Management Positions or Committees Responsible [Flag] true
Cybersecurity Risk Management Positions or Committees Responsible [Text Block]
The Program is governed by the Board of Directors and specifically, the Audit and Risk Committee, as well as two management committees, the Enterprise Risk Management Committee (“ERMC”) and the Technology and Information Security Committee (“TISC”).

Annually, the Audit and Risk Committee reviews and recommends for approval to the Board the Company's Information Security Policy, which outlines the roles, responsibilities, and objectives for the Program. On a quarterly basis, the Company’s Chief Information Security Officer ("CISO") presents the Company’s cybersecurity report and related material for review by the Audit and Risk Committee and then by the Board. This report includes emerging risks, overall program effectiveness/status, cybersecurity incidents, staffing, risk exceptions, and recommended enhancements to the program, as applicable. Annually, the CISO provides security related education to the Board and to the Audit and Risk Committee.

The TISC oversees the governance of the Company’s enterprise technology and information security programs, including strategy, management principles, risk and compliance. The TISC reviews the policies, strategy, emerging topics, risks and general compliance of the programs to ensure they are adequate and sufficient to govern and manage the associated risk of the Company. The TISC coordinates and communicates with the Audit and Risk Committee on risk-related items through the Company’s Enterprise Risk Management Committee. The TISC provides a forum for advising and sharing information among members of the Company’s senior leadership team and is comprised of Company risk owners with expertise across a wide range of financial, technical, operational, strategic, and cybersecurity skill sets. The TISC is co-chaired by the Chief Technology Officer, who is responsible for the enterprise-wide information technology program and the CISO, who is responsible for the enterprise-wide information security program. The CISO is a Certified Information Systems Security Professional (CISSP), with over 20 years of experience in a combination of information technology and information security roles. The CISO has over nine years of direct leadership experience in the field of information security, and holds a Bachelor’s degree in Information Technology, with an Associate’s degree in Computer Network Management.

The Program includes a Security Response Team (“SRT”) assigned the responsibility to ensure the Company responds to, communicates and effectively remediates, isolates and restores business operations during any security incident. The SRT procedures are derived from the National Institute of Standards and Technology (NIST) Computer Security and incident Handling framework.
The ERMC is responsible for overall risk governance and management across Tompkins. As such, the ERMC reviews cyber risk exceptions, emerging risks, minutes from the TISC meetings, and reports on the health and risk associated with the Program. The ERMC is comprised of senior leadership team members as well as critical subject matter experts with risk management experience. The ERMC reports information about risk to the Audit and Risk Committee on a quarterly basis. The ERMC is chaired by the Director of Enterprise Risk Management and the Chief Risk Officer, who oversees the governance of enterprise-wide Risk Management program(s).
Cybersecurity Risk Management Expertise of Management Responsible [Text Block] The CISO is a Certified Information Systems Security Professional (CISSP), with over 20 years of experience in a combination of information technology and information security roles. The CISO has over nine years of direct leadership experience in the field of information security, and holds a Bachelor’s degree in Information Technology, with an Associate’s degree in Computer Network Management.
Cybersecurity Risk Process for Informing Management or Committees Responsible [Text Block] The Program includes a Security Response Team (“SRT”) assigned the responsibility to ensure the Company responds to, communicates and effectively remediates, isolates and restores business operations during any security incident.
Cybersecurity Risk Management Positions or Committees Responsible Report to Board [Flag] true
v3.25.0.1
Summary of Significant Accounting Policies (Policies)
12 Months Ended
Dec. 31, 2024
Accounting Policies [Abstract]  
Basis Of Presentation
Basis Of Presentation
Tompkins Financial Corporation ("Tompkins" or "the Company") is registered as a Financial Holding Company with the Federal Reserve Board pursuant to the Bank Holding Company Act of 1956, as amended, organized under the laws of New York State. Tompkins is the parent company of Tompkins Community Bank, and Tompkins Insurance Agencies, Inc. ("Tompkins Insurance"). Tompkins Community Bank provides a full array of trust and investment services under the Tompkins Financial Advisors brand. Unless the context otherwise requires, the term "Company" refers to Tompkins Financial Corporation and its subsidiaries.
 
The Company determines whether it has a controlling financial interest in an entity by first evaluating whether the entity is a voting interest entity or a variable interest entity under GAAP. Voting interest entities are entities in which the total equity investment at risk is sufficient to enable the entity to finance itself independently and provides the equity holders with the obligation to absorb losses, the right to receive residual returns and the right to make decisions about the entity’s activities. The Company consolidates voting interest entities in which it has all, or at least a majority of, the voting interest. As defined in applicable accounting standards, variable interest entities (VIEs) are entities that lack one or more of the characteristics of a voting interest entity. A controlling financial interest in a VIE is present when the Company has both the power and ability to direct the activities of the VIE that most significantly impact the VIE’s economic performance and an obligation to absorb losses or the right to receive benefits that could potentially be significant to the VIE.
 
The consolidated financial statements have been prepared in accordance with GAAP. In preparing the financial statements, management is required to make estimates and assumptions that affect the reported amounts of assets and liabilities, and disclose contingent assets and liabilities, at the date of the financial statements and the reported amounts of revenue and expense during the reporting period. Actual results could differ from those estimates. Significant items subject to such estimates and assumptions include the allowance for credit losses, valuation of goodwill and intangible assets, deferred income tax assets, and obligations related to employee benefits.
 
The consolidated financial information included herein combines the results of operations, assets, liabilities, and shareholders’ equity (including comprehensive income or loss) of the Company and entities in which the Company has a controlling financial interest. All significant intercompany balances and transactions are eliminated in consolidation. Amounts in the prior periods’ consolidated financial statements are reclassified when necessary to conform to the current periods’ presentation.
Cash and Cash Equivalents
Cash and Cash Equivalents
Cash and cash equivalents in the Consolidated Statements of Cash Flows include cash and noninterest bearing balances due from banks, interest-bearing balances due from banks, Federal funds sold, and money market funds. Management regularly evaluates the credit risk associated with the counterparties to these transactions and believes that the Company is not exposed to any significant credit risk on cash and cash equivalents.
Securities
Securities
Management determines the appropriate classification of debt securities at the time of purchase. Securities are classified as held-to-maturity when the Company has the positive intent and ability to hold the securities to maturity. Held-to-maturity debt securities are stated at amortized cost. Debt securities not classified as held-to-maturity debt securities are classified as either available-for-sale or equity. Available-for-sale debt securities are stated at fair value with the unrealized gains and losses, net of tax, excluded from earnings and reported as a separate component of accumulated comprehensive income or loss, in shareholders’ equity. Certain equity securities that do not have a readily determinable fair value are stated at cost. Shares of stock of the Federal Home Loan Bank of New York, are also carried at cost.

Premiums and discounts are amortized or accreted over the expected life or call date of the related security as an adjustment to yield using the interest method. Dividend and interest income are recognized when earned. Realized gains and losses on the sale of securities are included in net gain (loss) on securities transactions. The cost of securities sold is based on the specific identification method.

For available-for-sale debt securities in an unrealized loss position, at least quarterly, the Company evaluates the securities to determine whether the decline in the fair value below the amortized cost basis (impairment) is due to credit-related factors or
noncredit-related factors. Any impairment that is not credit-related is recognized in other comprehensive income (loss), net of applicable taxes. Credit-related impairment is recognized as an allowance for credit losses ("ACL") on the Statements of Condition, limited to the amount by which the amortized cost basis exceeds the fair value, with a corresponding adjustment to earnings. Both the ACL and the adjustment to net income may be reversed if conditions change. However, if the Company intends to sell an impaired available-for-sale debt security or more likely than not will be required to sell such a security before recovering its amortized cost basis, the entire impairment amount must be recognized in earnings with a corresponding adjustment to the security’s amortized cost basis. Because the security’s amortized cost basis is adjusted to fair value, there is no ACL in this situation. Changes in the allowance for credit losses are recorded as provision (credit) for credit loss expense. Losses are charged against the ACL when management believes the uncollectability of an available-for-sale debt security is confirmed or when either of the criteria regarding intent or requirement to sell is met.

Management measures expected credit losses on held-to-maturity debt securities on a collective basis by major security type with each type sharing similar risk characteristics and considers historical credit loss information that is adjusted for current conditions and reasonable and supportable forecasts.

Accrued interest receivable on securities is excluded from the estimate of credit losses.
Loans and Leases
Loans and Leases
Loans are reported at their principal outstanding balance, net of deferred loan origination fees and costs, and unearned income. The Company has the ability and intent to hold its loans for the foreseeable future, except for certain residential real estate loans held-for-sale. The Company provides motor vehicle and equipment financing to its customers through direct financing leases. These leases are carried at the aggregate of lease payments receivable, plus estimated residual values, less unearned income. Unearned income on direct financing leases is amortized over the lease terms, resulting in a level rate of return.
 
Residential real estate loans originated and intended for sale in the secondary market are carried at the lower of aggregate cost or estimated fair value. Fair value is determined on the basis of the rates quoted in the secondary market. Net unrealized losses attributable to changes in market interest rates are recognized through a valuation allowance by charges to income. Loans are generally sold on a non-recourse basis with servicing retained. Any gain or loss on the sale of loans is recognized at the time of sale as the difference between the recorded basis in the loan and the net proceeds from the sale. The Company may use commitments at the time loans are originated or identified for sale to mitigate interest rate risk. The commitments to sell loans and the commitments to originate loans held-for-sale at a set interest rate, if originated, are considered derivatives under Accounting Standard Codification ("ASC") Topic 815, Derivatives and Hedging. The impact of the estimated fair value adjustment was not significant to the consolidated financial statements.

Interest income on loans is accrued and credited to income based upon the principal amount outstanding. Loan origination fees and costs are deferred and recognized over the life of the loan as an adjustment to yield. Loans are considered past due if the required principal and interest payments have not been received as of the date such payments are due. Loans and leases, including individually evaluated loans, are generally classified as nonaccrual if they are past due as to maturity or payment of principal or interest for a period of more than 90 days, unless such loans are well secured and in the process of collection. Loans that are past due less than 90 days may also be classified as nonaccrual if repayment in full of principal or interest is in doubt.
 
Loans may be returned to accrual status when all principal and interest amounts contractually due (including arrearages) are reasonably assured of repayment within an acceptable time period, and there is a sustained period (generally six consecutive months) of repayment performance by the borrower in accordance with the contractual terms of the loan agreement. When interest accrual is discontinued, all unpaid accrued interest is reversed. Payments received on loans on nonaccrual are generally applied to reduce the principal balance of the loan.
 
In general, the principal balance of a loan is charged off in full or in part when management concludes, based on the available facts and circumstances, that collection of principal in full is not probable. For commercial and commercial real estate loans, this conclusion is generally based upon a review of the borrower’s financial condition and cash flow, payment history, economic conditions, and the conditions in the various markets in which the collateral, if any, may be liquidated. In general, consumer loans are charged-off in accordance with regulatory guidelines which provide that such loans be charged-off when the Company becomes aware of the loss, such as from a triggering event that may include new information about a borrower’s intent/ability to repay the loan, bankruptcy, fraud or death, among other things, but in no case will the charge-off exceed specified delinquency timeframes. Such delinquency timeframes state that closed-end retail loans (loans with pre-defined maturity dates, such as real estate mortgages, home equity loans and consumer installment loans) that become past due 120 cumulative days and open-end retail loans (loans that roll-over at the end of each term, such as home equity lines of credit) that become past due 180 cumulative days should be classified as a loss and charged-off. For residential real estate loans, charge-off
decisions are based upon past due status, current assessment of collateral value, and general market conditions in the areas where the properties are located.
Acquired Loans
Acquired Loans
Acquired loans are recorded at fair value at the date of acquisition based on a discounted cash flow methodology that considers various factors including the type of loan and related collateral, classification status, fixed or variable interest rate, term of loan and whether or not the loan was amortizing, and a discount rate reflecting the Company’s assessment of risk inherent in the cash flow estimates. Certain larger purchased loans are individually evaluated while other purchased loans are grouped together according to similar risk characteristics and are treated in the aggregate when applying various valuation techniques. These cash flow evaluations are inherently subjective as they require material estimates, all of which may be susceptible to significant change.
Allowance for Credit Losses - Loans Allowance for Credit Losses – Loans
The Company estimates the ACL on loans based on the underlying assets’ amortized cost basis, which is the amount at which the financing receivable is originated or acquired, adjusted for applicable accretion or amortization of premium, discount, collection of cash, and charge-offs. In the event that collection of principal becomes uncertain, the Company has policies in place to reverse accrued interest in a timely manner. Therefore, the Company has made a policy election to exclude accrued interest from the amortized cost basis.

Expected credit losses are reflected in the ACL through a charge to the provision for credit loss expense. When the Company deems all or a portion of a financial asset to be uncollectible, the appropriate amount is written off and the ACL is reduced by the same amount. In general, the principal balance of a loan is charged off in full or in part when management concludes, based on the available facts and circumstances, that collection of principal in full is not probable. In addition, the Company has reserves for expected recoveries where the Company reviews the prior four quarter charge-offs and applies a recovery rate based on the Company’s historical experience. Subsequent recoveries, if any, are credited to the ACL when received.

The Company measures expected credit losses of financial assets at the loan level by segment, by pooling loans when the financial assets share similar risk characteristics. Depending on the nature of the pool of financial assets with similar risk characteristics, the Company uses a discounted cash flow ("DCF") method to estimate the expected credit losses. Allowance on loans that do not share risk characteristics are evaluated on an individual basis. The Company assigns a credit risk rating to all commercial and commercial real estate loans. The Company reviews commercial and commercial real estate loans rated Substandard or worse, on nonaccrual, and greater than $250,000 for loss potential and when deemed appropriate, assigns an allowance based on an individual evaluation.

The Company’s methodologies for estimating the ACL consider available relevant information about the collectability of cash flows, including information about past events, current conditions, and reasonable and supportable forecasts. The methodologies apply historical loss information, adjusted for asset-specific characteristics, economic conditions at the measurement date, and forecasts about future economic conditions expected to exist through the contractual lives of the financial assets that are reasonable and supportable, to the identified pools of financial assets with similar risk characteristics for which the historical loss experience was observed. The Company’s methodologies revert back to average historical loss information on a straight line basis over eight quarters when it can no longer develop reasonable and supportable forecasts.

The Company has identified the following pools of financial assets with similar risk characteristics for measuring expected credit losses: commercial, commercial real estate, residential, home equity, consumer and leases. This segmentation was selected based on the differences in the risk profile of each of these categories and aligns well with regulatory reporting categories. This segmentation separates borrower type, collateral type and the nature of the loan. The differences in risk profiles of these segments enable the ACL to be more precise in its allocation due to the inherent risk in these specific portfolios.

Discounted Cash Flow Method
The Company uses the DCF method to estimate expected credit losses for the commercial, commercial real estate, residential, home equity, and consumer loan pools. For each of these loan segments, the Company generates cash flow projections at the instrument level wherein payment expectations are adjusted for exposure at default using estimated prepayment speeds, time to recovery, probability of default, and loss given default. The modeling of expected prepayment speeds, and time to recovery are based on historical internal data.

The Company uses regression analysis of historical internal and peer data to determine suitable loss drivers to utilize when modeling lifetime probability of default and loss given default. This analysis also determines how expected probability of default and loss given default will react to forecasted levels of the loss drivers. For all loan pools utilizing the DCF method,
management utilizes and forecasts national unemployment and a one-year percentage change in national gross domestic product as loss drivers in the model.

For all DCF models, management has determined that four quarters represents a reasonable and supportable forecast period and reverts back to a historical loss rate over eight quarters on a straight-line basis. Management leverages economic projections from an independent third party to inform its loss driver forecasts over the four-quarter forecast period. Other internal and external indicators of economic forecasts, and scenario weightings, are also considered by management when developing the forecast metrics. The model considers a base case forecast and two alternative forecasts and assigns weightings to these three scenarios based on current conditions and expectations for future conditions.

The combination of adjustments for credit expectations (default and loss) and timing expectations (prepayment, curtailment, and time to recovery) produces an expected cash flow stream at the instrument level. Instrument effective yield is calculated, net of the impacts of prepayment assumptions, and the instrument expected cash flows are then discounted at that effective yield to produce an instrument-level net present value of expected cash flows ("NPV"). An ACL is established for the difference between the instrument’s NPV and amortized cost basis.

The model also considers the need to qualitatively adjust expected loss estimates for information not already captured in the loss estimation process. These qualitative factors include, but are not limited to, those suggested by the Interagency Policy Statement on Allowances for Credit Losses. These qualitative factor adjustments may increase or decrease the Company's estimate of expected credit losses.

Due to the size and characteristics of the leasing portfolio, the remaining life method, using the historical loss rate of the commercial and industrial segment, is used to determine the allowance for credit losses.

Individually Evaluated Financial Assets
Loans that do not share common risk characteristics are evaluated on an individual basis. For collateral dependent financial assets where the Company has determined that foreclosure of the collateral is probable, or where the borrower is experiencing financial difficulty and the Company expects repayment of the financial asset to be provided substantially through the operation or sale of the collateral, the ACL is measured based on the difference between the fair value of the collateral less cost to sell, and the amortized cost basis of the asset as of the measurement date. The ACL may be zero if the fair value of the collateral at the measurement date exceeds the amortized cost basis of the financial asset.

The Company’s estimate of the ACL reflects losses expected over the remaining contractual life of the assets. The contractual term does not consider extensions, renewals or modifications unless the Company has identified an expected troubled debt restructuring.

For acquired credit impaired loans accounted for under FASB ASC Topic 310-30, Loans and Debt Securities Acquired with Deteriorated Credit Quality, ("ASC Topic 310-30"), the Company’s allowance for loan and lease losses was estimated based upon our expected cash flows for these loans. To the extent that we experienced a deterioration in borrower credit quality resulting in a decrease in our expected cash flows subsequent to the acquisition of the loans, an allowance for loan losses would be established based on our estimate of future credit losses over the remaining life of the loans.

For acquired non-credit impaired loans accounted for under FASB ASC Topic 310-20, Nonrefundable Fees and Other Costs, ("ASC Topic 310-20"), the Company’s allowance for loan and lease losses was maintained through provisions for loan losses based upon an evaluation process that was similar to our evaluation process used for originated loans. In conducting this evaluation, which included a review of loans on which full collectability may not be reasonably assured, the Company considered, among other matters, the estimated fair value of the underlying collateral, economic conditions, historical net loan loss experience, carrying value of the loans, which included the remaining net purchase discount or premium, and other factors that warrant recognition in determining our allowance for loan losses.

The Company adopted Accounting Standard Update ("ASU") 2016-13 on January 1, 2020, using the prospective transition approach for financial assets purchased with credit deterioration ("PCD") that were previously classified as purchased credit impaired ("PCI") and accounted for under ASC 310-30. In accordance with the standard, the Company did not reassess whether PCI assets met the criteria of PCD assets as of the date of adoption. The remaining discount on the PCD assets will be accreted into interest income on a level-yield method over the life of the loans.
Loan Modifications
The Company adopted ASU 2022-02 effective January 1, 2023. This standard eliminated the previous troubled debt restructuring ("TDR") accounting model and replaced it with guidance and disclosure requirements for identifying modifications to loans to borrowers experiencing financial difficulty. Modifications to borrowers experiencing financial difficulty may include interest rate reductions, principal or interest forgiveness, forbearances, term extensions, and other actions intended to minimize economic loss and to avoid foreclosure or repossession of collateral.

Loan Commitments and Allowance for Credit Losses on Off-Balance Sheet Credit Exposures
Financial instruments include off-balance sheet credit instruments, such as commitments to make loans, unused lines of credit and commercial letters of credit, issued to meet customer financing needs. The Company’s exposure to credit loss in the event of nonperformance by the other party to the financial instrument for off-balance sheet loan commitments is represented by the contractual amount of those instruments. Such financial instruments are recorded when they are funded.

The Company records an allowance for credit losses on off-balance sheet credit exposures, unless the commitments to extend credit are unconditionally cancellable, through a charge to the provision for credit loss expense for off-balance sheet credit exposures included in other noninterest expense in the Company’s Consolidated Statements of Income. The ACL on off-balance sheet credit exposures is estimated by loan segment at each balance sheet date under the current expected credit loss model using similar methodologies as portfolio loans, taking into consideration the likelihood that funding will occur, and is included in other liabilities on the Company’s Statements of Condition.
Premises and Equipment
Premises and Equipment
Land is carried at cost. Premises and equipment are stated at cost, less allowances for depreciation. The provision for depreciation for financial reporting purposes is computed generally by the straight-line method at rates sufficient to write-off the cost of such assets over their estimated useful lives. Buildings are amortized over a period of 10-39 years, and furniture, fixtures, and equipment are amortized over a period of 2-20 years. Leasehold improvements are generally depreciated over the lesser of the lease term or the estimated lives of the improvements. Maintenance and repairs are charged to expense as incurred. Gains or losses on disposition are reflected in earnings.
Leases
Leases
The Company leases certain office facilities and office equipment under operating leases. The Company also owns certain office facilities which it leases to outside parties under operating lessor leases; however, such leases are not significant. For operating leases other than those considered to be short-term, defined as leases of 12 months or less, the Company recognizes operating lease right-of-use ("ROU") assets and related lease liabilities at the time of lease commencement. ROU assets represent the Company's right to use the underlying asset for the lease term and the lease liabilities represent the Company's obligation to make lease payments under the leases. ROU assets and operating lease liabilities are reported as components of accrued interest and other assets and other liabilities, respectively, on our accompanying consolidated balance sheets. Leases with terms of 12 months or less are recognized in the income statement over the lease term.

In recognizing ROU assets and related lease liabilities, the Company accounts for lease and non-lease components (such as taxes, insurance, and common area maintenance costs) separately as such amounts are generally readily determinable under our lease contracts. To estimate the present value of lease payments over the expected lease term, the Company uses interest rates on advances from the FHLB at the time of commencement. The Company's lease term may include options to extend or terminate the leases when it is reasonably certain that the option will be exercised. Lease expense is recognized on a straight-line basis over the lease term and is included in net occupancy expense of premises in the Company's Consolidated Statements of Income.
Bank Owned Life Insurance
Bank Owned Life Insurance
The Company owns life insurance policies on certain current and former employees and directors where the Bank is the beneficiary. Bank owned life insurance ("BOLI") is recorded at the amount that can be realized under the insurance contract at the balance sheet date, which is the cash surrender value (“CSV”) adjusted for other charges or other amounts due that are probable at settlement. Increases in the CSV of the policies, as well as the death benefits received, net of any CSV, are recorded in noninterest income, and are not subject to income taxes.
Other Real Estate Owned
Other Real Estate Owned
Other real estate owned consists of properties formerly pledged as collateral to loans, which have been acquired by the Company through foreclosure proceedings or acceptance of a deed in lieu of foreclosure. Upon transfer of a loan to foreclosure status, an appraisal is generally obtained and any excess of the loan balance over the fair value, less estimated costs to sell, is
charged against the allowance for credit losses. Expenses and subsequent adjustments to the fair value are treated as other operating expense.
Goodwill
Goodwill
Goodwill represents the excess of purchase price over the fair value of assets acquired in a transaction using purchase accounting. Goodwill has an indefinite useful life and is not amortized, but is tested for impairment. Goodwill impairment tests are performed on an annual basis or when events or circumstances dictate. On January 1, 2020, the Company adopted ASU 2017-04, "Intangibles - Goodwill and Other (Topic 350) - Simplifying the Test for Goodwill Impairment", which eliminates an entity's requirement to compute the implied fair value. The Company tests goodwill annually as of December 31st. The Company has the option to perform a qualitative assessment of goodwill, which considers company-specific and economic characteristics that might impact its carrying value. If, based on this qualitative assessment, it is more likely than not that the fair value of the reporting unit is less than its carrying amount, then a quantitative test (Step 1) is performed, which compares the fair value of the reporting unit to the carrying amount of the reporting unit in order to identify potential impairment. If the estimated fair value of a reporting unit exceeds its carrying amount, the goodwill of the reporting unit is not considered impaired. The implied fair value of goodwill is determined in the same manner as goodwill that is recognized in a business combination. Significant judgment and estimates are involved in estimating the fair value of the assets and liabilities of the reporting units.
Other Intangible Assets
Other Intangible Assets
Other intangible assets include core deposit intangibles, customer related intangibles, covenants not to compete, and mortgage servicing rights. Core deposit intangibles represent a premium paid to acquire a base of stable, low cost deposits in the acquisition of a bank, or a bank branch, using purchase accounting. The amortization period for core deposit intangible ranges from 5 to 10 years, using an accelerated method. The covenants not to compete are amortized on a straight-line basis over 3 to 6 years, while customer related intangibles are amortized on an accelerated basis over a range of 6 to 15 years. The amortization period is monitored to determine if circumstances require such periods to be revised. The Company periodically reviews its intangible assets for changes in circumstances that may indicate the carrying amount of the asset is impaired. The Company tests its intangible assets for impairment on an annual basis or more frequently if conditions indicate that an impairment loss has more likely than not been incurred.
Income Taxes
Income Taxes
Deferred tax assets and liabilities are recognized for the future tax consequences attributable to differences between the financial statement carrying amounts of existing assets and liabilities and their respective tax bases. Deferred tax assets and liabilities are measured using enacted tax rates expected to apply to taxable income in the years in which those temporary differences are expected to be recovered or settled. The effect on deferred tax assets and liabilities of a change in tax rates is recognized in income in the period that includes the enactment date. Deferred taxes are reviewed quarterly and reduced by a valuation allowance if, based upon the information available, it is more likely than not that some or all of the deferred tax assets will not be realized. Realization of deferred tax assets is dependent upon the generation of a sufficient level of future taxable income and recoverable taxes paid in prior years. In such cases, although realization is not assured, management believes it is more likely than not that all of the deferred tax assets will be realized. The Company’s policy is to recognize interest and penalties on unrecognized tax benefits in income tax expense in the Consolidated Statements of Income.
Tax Credit Investments
Tax Credit Investments
The Company accounts for its investments in qualified affordable housing projects using the proportional amortization method. Under that method, the Company amortizes the initial cost of the investment in proportion to the tax credits and other tax benefits received and recognizes the net investment performance in the income statement as a component of income tax expense.
Securities Sold Under Agreements to Repurchase
Securities Sold Under Agreements to Repurchase
Securities sold under agreements to repurchase (repurchase agreements) are agreements in which the Company transfers the underlying securities to a third-party custodian’s account that explicitly recognizes the Company’s interest in the securities. The agreements are accounted for as secured financing transactions provided the Company maintains effective control over the transferred securities and meets other criteria as specified in FASB ASC Topic 860, Transfers and Servicing ("ASC Topic 860"). The Company’s agreements are accounted for as secured financings; accordingly, the transaction proceeds are reflected as liabilities and the securities underlying the agreements continue to be carried in the Company’s securities portfolio.
Treasury Stock
Treasury Stock
The cost of treasury stock is shown on the Consolidated Statements of Condition as a separate component of shareholders’ equity, and is a reduction to total shareholders’ equity. Shares are released from treasury at fair value, identified on an average cost basis.
Trust and Investment Services
Trust and Investment Services
Assets held in fiduciary or agency capacities for customers are not included in the accompanying Consolidated Statements of Condition, since such items are not assets of the Company. Fees associated with providing trust and investment services are included in noninterest income. Additional information on trust and investment fees is presented in "Note 13 - Revenue Recognition."
Earnings Per Share
Earnings Per Share
Basic earnings per share is calculated by dividing net income available to common shareholders by the weighted average number of shares outstanding during the year, exclusive of shares represented by the unvested portion of restricted stock and restricted stock units. Diluted earnings per share is calculated by dividing net income available to common shareholders by the weighted average number of shares outstanding during the year plus the dilutive effect of the unvested portion of restricted stock and restricted stock units and stock issuable upon conversion of common stock equivalents (primarily stock options) or certain other contingencies. The Company uses authoritative accounting guidance under ASC Topic 260, Earnings Per Share, which provides that unvested share-based payment awards that contain non-forfeitable rights to dividends or dividend equivalents (whether paid or unpaid) are participating securities and shall be included in the computation of earnings per share pursuant to the two-class method. The Company has issued stock-based compensation awards that included restricted stock awards that contain such rights and are thus considered participating securities. The Company has also issued restricted stock awards that do not contain non-forfeitable rights to dividends or dividend equivalents.
Segment Reporting
Segment Reporting
The Company manages its operations through three reportable business segments in accordance with the standards set forth in FASB ASC Topic 280, "Segment Reporting". The three segments are: (i) banking ("Banking"), (ii) insurance ("Tompkins Insurance Agencies, Inc.") and (iii) wealth management ("Tompkins Financial Advisors"). The Company’s insurance services and wealth management services are managed separately from the Bank.
Comprehensive Income (Loss)
Comprehensive Income (Loss)
For the Company, comprehensive income (loss) represents net income plus the net change in unrealized gains or losses on available-for-sale debt securities for the period (net of taxes), and the actuarial gain or loss and amortization of unrealized amounts in the Company’s defined-benefit retirement and pension plan, supplemental employee retirement plan, and post-retirement life and healthcare benefit plan (net of taxes), and is presented in the Consolidated Statements of Comprehensive Income (Loss) and Consolidated Statements of Changes in Shareholders’ Equity. Accumulated other comprehensive income (loss) represents the net unrealized gains or losses on available-for-sale debt securities (net of tax) and unrecognized net actuarial gain or loss, unrecognized prior service costs, and unrecognized net initial obligation (net of tax) in the Company’s defined-benefit retirement and pension plan, supplemental employee retirement plan, and post-retirement life and healthcare benefit plan.
Pension and Other Employee Benefits
Pension and Other Employee Benefits
The Company maintains noncontributory defined-benefit and defined contribution plans, which cover substantially all employees of the Company. In addition, the Company also maintains supplemental employee retirement plans for certain executives and a post-retirement life and healthcare plan. These plans are discussed in detail in "Note 10 - Employee Benefit Plans". The Company incurs certain employment-related expenses associated with these plans. In order to measure the expense associated with these plans, various assumptions are made including the discount rate used to value certain liabilities, expected return on plan assets, anticipated mortality rates, and expected future healthcare costs. The assumptions are based on historical experience as well as current facts and circumstances. A third-party actuarial firm is used to assist management in measuring the expense and liability associated with the plans. The Company uses a December 31 measurement date for its plans. As of the measurement date, plan assets are determined based on fair value, generally representing observable market prices. The projected benefit obligation is primarily determined based on the present value of projected benefit distributions at an assumed discount rate.
 
The expenses associated with these plans are charged to current operating expenses. The Company recognizes an asset for a plan’s overfunded status or a liability for a plan’s underfunded status in the Company’s consolidated statements of condition,
and recognizes changes in the funded status of these plans in comprehensive income, net of applicable taxes, in the year in which the change occurred.
Stock-Based Compensation
Stock-Based Compensation
The Company's current stock-based compensation plan provides for stock options, stock appreciation rights ("SARs"), restricted stock awards, restricted stock units and performance share units.

Compensation expense for awards is recognized over the service period based on the fair value at the date of grant and is included in salaries and employee benefits expense in the Consolidated Statements of Income. Grant date fair value for SARs is estimated using the Black-Scholes option-pricing model. Awards of restricted stock awards, restricted stock units and performance share units are valued at the fair market value of the Company's common stock as of the award date. Compensation expense for performance share units is estimated based on the probability that the performance conditions will be achieved. The likelihood that the performance conditions will be met is assessed each reporting period. Forfeitures are recognized when they occur. Vested equity awards are issued from authorized but unissued stock.

Excess tax benefits (expenses) result when tax return deductions differ from recognized share-based compensation cost that are determined using the grant-date fair value approach for financial statement purposes. Excess tax benefits (expenses) related to the settlement of share-based awards are recorded as a decrease (increase) to income tax expense in the Consolidated Income Statements and are classified in the Consolidated Statements of Cash Flows as an operating activity.
Fair Value Measurements
Fair Value Measurements
The Company accounts for the provisions of FASB ASC Topic 820, Fair Value Measurements and Disclosures ("ASC Topic 820"), for financial assets and financial liabilities. ASC Topic 820 defines fair value, establishes a framework for measuring fair value in accordance with GAAP, and expands disclosures about fair value measurements. See "Note 18 - Fair Value Measurements".

In general, fair values of financial instruments are based upon quoted market prices, where available. If such quoted market prices are not available, fair value is based upon internally developed models that primarily use, as inputs, observable market-based parameters. Valuation adjustments may be made to ensure that financial instruments are recorded at fair value. These adjustments may include amounts to reflect counterparty credit quality and the Company’s creditworthiness, among others.
Revenue Recognition
Revenue Recognition
In general, for revenue not associated with financial instruments, guarantees and lease contracts, the Company applies the following steps when recognizing revenue from contracts with customers: (i) identify the contract, (ii) identify the performance obligations, (iii) determine the transaction price, (iv) allocate the transaction price to the performance obligations and (v) recognize revenue when a performance obligation is satisfied. Our contracts with customers are generally short term in nature, typically due within one year or less or cancellable by us or our customer upon a short notice period. Performance obligations for our customer contracts are generally satisfied at a single point in time, typically when the transaction is complete, or over time. For performance obligations satisfied over time, the Company primarily uses the output method, directly measuring the value of the products/services transferred to the customer, to determine when performance obligations have been satisfied. The Company typically receives payment from customers and recognizes revenue concurrent with the satisfaction of our performance obligations. In most cases, this occurs within a single financial reporting period. For payments received in advance of the satisfaction of performance obligations, revenue recognition is deferred until such time as the performance obligations have been satisfied. In cases where we have not received payment despite satisfaction of our performance obligations, we accrue an estimate of the amount due in the period our performance obligations have been satisfied. For contracts with variable components, only amounts for which collection is probable are accrued. The Company generally acts in a principal capacity, on our own behalf, in most of our contracts with customers. In such transactions, the Company recognizes revenue and the related costs to provide our services on a gross basis in our financial statements. In some cases, the Company acts in an agent capacity, deriving revenue through assisting other entities in transactions with our customers. In such transactions, the Company recognizes revenue and the related costs to provide our services on a net basis in our financial statements. These transactions recognized on a net basis primarily relate to insurance and brokerage commissions and fees derived from our customers' use of various interchange and ATM/debit card networks.
Derivative Instruments and Hedging Activities
Derivative Instruments and Hedging Activities
The Company enters into derivative financial instruments to manage exposures that arise from business activities that result in the receipt or payment of future known and uncertain cash amounts, the value of which are determined by interest rates. The Company also enters into interest rate derivatives to accommodate the business requirements of certain qualifying customers. All derivatives are recognized as other assets or other liabilities on the Company's Consolidated Statements of Condition at fair
value. The accounting for changes in the fair value of derivatives depends on the intended use of the derivative and resulting designation.

For derivatives designated and that qualify as fair value hedges, the gain or loss on the derivative as well as the offsetting loss or gain on the hedged item attributable to the hedged risk are recognized in interest income.

The Company has entered into risk participation agreements with other banks in commercial loan arrangements. These derivatives are not designated as hedges and therefore, changes in fair value are recognized in earnings.

Under a risk participation-out agreement, a derivative asset, the Company participates out a portion of the credit risk associated with the interest rate swap position executed with the commercial borrower for a fee paid to the participating bank. Under a risk participation-in agreement, a derivative liability, the Company assumes, or participates in, a portion of the credit risk associated with the interest rate swap position with the commercial borrower for a fee received from the other bank.
Newly Adopted Accounting Standards and Accounting Standards Pending Adoption
Newly Adopted Accounting Standards

ASU No. 2023-02, "Investments - Equity Method and Joint Ventures (Topic 323): Accounting for Investments in Tax Credit Structures Using the Proportional Amortization Method." This update will allow reporting entities to consistently account for equity investments made primarily for the purpose of receiving income tax credits or other income tax benefits. This update applies to all reporting entities that hold (1) tax equity investments that meet the conditions for and elect to account for them using the proportional amortization method or (2) an investment in a low income housing tax credit ("LIHTC") structure through a limited liability entity that is not accounted for using the proportional amortization method and to which certain LIHTC specific guidance removed from Subtopic 323-740 has been applied. Additionally, the disclosure requirements apply to investments that generate income tax credits and other income tax benefits from a tax credit program for which the entity has elected to apply the proportional amortization method (including investments within that elected program that do not meet the conditions to apply the proportional amortization method). The amendments in this update permit reporting entities to elect to account for their tax equity investments, regardless of the tax credit program from which the income tax credits are received, using the proportional amortization method if certain conditions are met. ASU 2023-02 is effective for fiscal years beginning after December 15, 2023 and interim periods in those years. The adoption of ASU 2023-02 on January 1, 2024 did not have a material effect on the Company's financial statements.

Transition for existing tax credits that qualify must be recognized using either a modified retrospective transition or a retrospective transition for all existing tax investments still expected to provide tax benefits and elected under ASU 2023-02 to apply the proportional amortization method. The Company has elected to treat all existing tax credit investments requiring adjustment under ASU 2023-02 using the modified retrospective method approach.

The Company had recorded 2 investments in separate LIHTC structures as of December 31, 2024 totaling $2.1 million already using proportional amortization, with a $57,000 benefit recorded to income tax expense in the fiscal year ending December 31, 2024 and $54,000 benefit for the fiscal year ending December 31, 2023. In addition, the Company has a historic rehabilitation tax credit that was previously recorded using the equity investment accounting method and had no residual book value or financial impact in either the current or prior year. The ASU 2023-02 day 1 adoption entry for this tax credit included the recording of a $40,000 investment and the write-off of a $444,000 gross timing difference (tax effective at $111,000) with a corresponding $71,000 reduction to retained earnings.

The Company has also elected to treat the following categories of tax credit investments under the proportional amortization method:

LIHTC - Low Income Housing Tax Credits
New Market Tax Credits
Historic Rehabilitation Tax Credit
Renewable Energy Tax Credit
State Specific Tax Credits

ASU No. 2023-07, "Segment Reporting (Topic 280): Improvements to Reportable Segment Disclosures." The amendments in this update improve financial reporting by requiring disclosure of incremental segment information on an annual and interim basis. The amendments in this ASU are effective for the Company for fiscal years beginning after December 15, 2023 and interim periods within fiscal years beginning after December 15, 2024. Adoption did not have a significant effect on our financial statements or disclosures.
Accounting Standards Pending Adoption

ASU No. 2023-06, Disclosure Improvements, amends the disclosure or presentation requirements related to various subtopics in the FASB Accounting Standards Codification. The new guidance is intended to align GAAP requirements with those of the SEC. The ASU will become effective on the earlier of the date on which the SEC removes its disclosure requirements from Regulation S-X or Regulation S-K, or June 30, 2027. Early adoption is prohibited. Adoption of ASU 2023-06 is not expected to have a material impact on our consolidated financial statements.

ASU No. 2023-09, "Income Taxes (Topic 740) - Improvements to Income Tax Disclosures." The amendments in this update relate to the rate reconciliation and income taxes paid disclosures improve the transparency of income tax disclosures by requiring (1) consistent categories and greater disaggregation of information in the rate reconciliation and (2) income taxes paid disaggregated by jurisdiction. ASU 2023-09 is effective for fiscal years beginning after December 15, 2024 and interim periods in those years. Tompkins is currently evaluating the potential impact of ASU 2023-09 on our consolidated financial statements.

ASU No. 2024-03, "Disaggregation of Income Statement Expenses," requires new financial statement disclosures in tabular format, disaggregating information about prescribed categories underlying any relevant income statement expense captions, including employee compensation, depreciation, and intangible asset amortization. Tompkins is required to adopt this ASU prospectively for annual periods beginning after December 15, 2026, and interim periods within fiscal years beginning after December 15, 2027. Early adoption and retrospective application are permitted.

The Company reviews new accounting standards as issued. Management has not identified any other new standards that it believes will have a significant impact on the Company’s financial statements.
v3.25.0.1
Securities (Tables)
12 Months Ended
Dec. 31, 2024
Investments, Debt and Equity Securities [Abstract]  
Schedule of Available-for-Sale Securities
The following tables summarize available-for-sale debt securities held by the Company at December 31, 2024 and 2023:
December 31, 2024Available-for-Sale Debt Securities
(In thousands)Amortized
Cost
Gross
Unrealized
Gains
Gross
Unrealized
Losses
Fair Value
U.S. Treasuries$75,141 $140 $3,784 $71,497 
Obligations of U.S. Government sponsored entities398,648 2,008 20,376 380,280 
Obligations of U.S. states and political subdivisions86,328 8,638 77,694 
Mortgage-backed securities – residential, issued by
 U.S. Government agencies68,130 4,879 63,254 
 U.S. Government sponsored entities736,376 1,680 101,696 636,360 
U.S. corporate debt securities2,500 53 2,447 
Total available-for-sale debt securities$1,367,123 $3,835 $139,426 $1,231,532 

December 31, 2023Available-for-Sale Debt Securities
(In thousands)Amortized
Cost
Gross
Unrealized
Gains
Gross
Unrealized
Losses
Fair Value
U.S. Treasuries$114,418 $495 $5,009 $109,904 
Obligations of U.S. Government sponsored entities472,286 6,449 22,277 456,458 
Obligations of U.S. states and political subdivisions89,999 8,077 81,924 
Mortgage-backed securities – residential, issued by
U.S. Government agencies49,976 4,744 45,240 
U.S. Government sponsored entities819,303 2,422 100,895 720,830 
U.S. corporate debt securities2,500 206 2,294 
Total available-for-sale debt securities$1,548,482 $9,376 $141,208 $1,416,650 
Schedule of Held to Maturity Securities
The following tables summarize held-to-maturity debt securities held by the Company at December 31, 2024 and 2023:

December 31, 2024Held-to-Maturity Debt Securities
(In thousands)Amortized
Cost
Gross
Unrealized
Gains
Gross
Unrealized
Losses
Fair Value
U.S. Treasuries$86,049 $$11,361 $74,688 
Obligations of U.S. Government sponsored entities226,413 $33,806 192,607 
Total held-to-maturity debt securities$312,462 $0 $45,167 $267,295 
 
December 31, 2023Held-to-Maturity Debt Securities
(In thousands)Amortized
Cost
Gross
Unrealized
Gains
Gross
Unrealized
Losses
Fair Value
U.S. Treasuries$86,266 $$11,051 $75,215 
Obligations of U.S. Government sponsored entities226,135 33,895 192,240 
Total held-to-maturity debt securities$312,401 $0 $44,946 $267,455 
The following table summarizes held-to-maturity debt securities that had unrealized losses at December 31, 2024:

December 31, 2024Held-to-Maturity Debt Securities
Less than 12 Months12 Months or LongerTotal
(In thousands)Fair ValueUnrealized LossesFair ValueUnrealized LossesFair ValueUnrealized Losses
U.S. Treasuries$$$74,688 $11,361 $74,688 $11,361 
Obligations of U.S. Government sponsored entities192,607 33,806 192,607 33,806 
Total held-to-maturity debt securities$0 $0 $267,295 $45,167 $267,295 $45,167 
The following table summarizes held-to-maturity debt securities that had unrealized losses at December 31, 2023:

December 31, 2023Held-to-Maturity Debt Securities
Less than 12 Months12 Months or LongerTotal
(In thousands)Fair ValueUnrealized LossesFair ValueUnrealized LossesFair ValueUnrealized Losses
U.S. Treasuries$$$75,215 $11,051 $75,215 $11,051 
Obligations of U.S. Government sponsored entities192,240 33,895 192,240 33,895 
Total held-to-maturity debt securities$0 $0 $267,455 $44,946 $267,455 $44,946 
December 31, 2024
(In thousands)Amortized CostFair Value
Held-to-maturity debt securities:
Due after one year through five years$117,283 $102,173 
Due after five years through ten years195,179 165,122 
Total held-to-maturity debt securities$312,462 $267,295 
December 31, 2023
(In thousands)Amortized CostFair Value
Held-to-maturity debt securities:
Due after five years through ten years$312,401 $267,455 
Total held-to-maturity debt securities$312,401 $267,455 
Schedule of Sales Transactions of Available-for-Sale Securities
The following table sets forth information with regard to sales transactions of available-for-sale debt securities:

Year ended December 31,
(In thousands)202420232022
Proceeds from sales$39,952 $440,488 $160,638 
Gross realized gains50 
Gross realized losses(69,983)(11,916)
Net gain (loss) on sales of available-for-sale debt securities$50 $(69,983)$(11,916)
Schedule of Debt Securities, Available for Sale with Unrealized Losses
The following table summarizes available-for-sale debt securities that had unrealized losses at December 31, 2024:

December 31, 2024Available-for-Sale Debt Securities
Less than 12 Months12 Months or LongerTotal
(In thousands)Fair ValueUnrealized LossesFair ValueUnrealized LossesFair ValueUnrealized Losses
U.S. Treasuries$$$57,019 $3,784 $57,019 $3,784 
Obligations of U.S. Government sponsored entities14,085 515 188,296 19,861 202,381 20,376 
Obligations of U.S. states and political subdivisions3,159 36 73,657 8,602 76,816 8,638 
Mortgage-backed securities – residential, issued by
U.S. Government agencies27,082 89 35,879 4,790 62,961 4,879 
U.S. Government sponsored entities32,063 502 523,353 101,194 555,416 101,696 
U.S. corporate debt securities2,447 53 2,447 53 
Total available-for-sale debt securities$76,389 $1,142 $880,651 $138,284 $957,040 $139,426 
The following table summarizes available-for-sale debt securities that had unrealized losses at December 31, 2023: 

December 31, 2023Available-for-Sale Debt Securities
Less than 12 Months12 Months or LongerTotal
(In thousands)Fair ValueUnrealized LossesFair ValueUnrealized LossesFair ValueUnrealized Losses
U.S. Treasuries$$$65,663 $5,009 $65,663 $5,009 
Obligations of U.S. Government sponsored entities14,453 110 220,913 22,167 235,366 22,277 
Obligations of U.S. states and political subdivisions10,572 106 69,601 7,971 80,173 8,077 
Mortgage-backed securities – residential, issued by
U.S. Government agencies1,145 43,764 4,740 44,909 4,744 
U.S. Government sponsored entities5,659 66 609,456 100,829 615,115 100,895 
U.S. corporate debt securities2,294 206 2,294 206 
Total available-for-sale debt securities$31,829 $286 $1,011,691 $140,922 $1,043,520 $141,208 
Schedule of amortized cost and estimated fair value of debt securities by contractual maturity
The amortized cost and estimated fair value of debt securities by contractual maturity are shown in the following table. Expected maturities may differ from contractual maturities because issuers may have the right to call or prepay obligations with or without call or prepayment penalties. Mortgage-backed securities are shown separately since they are not due at a single maturity date. 
December 31, 2024
(In thousands)Amortized CostFair Value
Available-for-sale debt securities:
Due in one year or less$100,000 $99,153 
Due after one year through five years227,502 215,976 
Due after five years through ten years212,789 199,457 
Due after ten years22,326 17,332 
Total562,617 531,918 
Mortgage-backed securities804,506 699,614 
Total available-for-sale debt securities$1,367,123 $1,231,532 
December 31, 2023
(In thousands)Amortized CostFair Value
Available-for-sale debt securities:
Due in one year or less$99,242 $98,650 
Due after one year through five years307,093 296,279 
Due after five years through ten years245,617 233,569 
Due after ten years27,251 22,082 
Total679,203 650,580 
Mortgage-backed securities869,279 766,070 
Total available-for-sale debt securities$1,548,482 $1,416,650 
v3.25.0.1
Loans and Leases (Tables)
12 Months Ended
Dec. 31, 2024
Accounts, Notes, Loans and Financing Receivable, Gross, Allowance, and Net [Abstract]  
Schedule of Loans and Leases
Loans and Leases at December 31, 2024 and December 31, 2023 were as follows:
Year ended December 31,
(In thousands)20242023
Commercial and industrial
Agriculture$110,007 $101,211 
Commercial and industrial other1
855,568 722,294 
Subtotal commercial and industrial965,575 823,505 
Commercial real estate
Construction385,931 303,406 
Agriculture217,582 221,670 
Commercial real estate other2,776,304 2,587,591 
Subtotal commercial real estate3,379,817 3,112,667 
Residential real estate
Home equity204,194 188,316 
Mortgages1,366,646 1,373,275 
Subtotal residential real estate1,570,840 1,561,591 
Consumer and other
Indirect229 841 
Consumer and other96,163 96,942 
Subtotal consumer and other96,392 97,783 
Leases12,484 15,383 
Total loans and leases$6,025,108 $5,610,929 
Less: unearned income and deferred costs and fees(5,186)(4,994)
Total loans and leases, net of unearned income and deferred costs and fees$6,019,922 $5,605,935 
1 Commercial and industrial other includes $159,000 and $404,000 respectively, of Payment Protection Program "PPP" loans as of December 31, 2024 and 2023.
Schedule of Age Analysis of Past Due Loans
The below table is an aging analysis of past due loans, segregated by class of loans as of December 31, 2024 and 2023:
December 31, 2024
(In thousands)30-59 Days60-89 Days90 Days or MoreTotal Past DueCurrent LoansTotal Loans
Loans and Leases
Commercial and industrial
Agriculture$$$$$110,007 $110,007 
Commercial and industrial other3,944 32684 4,660 850,908 855,568 
Subtotal commercial and industrial3,944326844,660960,915965,575
Commercial real estate
Construction1,120 17,40018,520 367,411 385,931 
Agriculture81 081 217,501 217,582 
Commercial real estate other1,60511,966 13,571 2,762,733 2,776,304 
Subtotal commercial real estate1,20119,00511,96632,1723,347,6453,379,817
Residential real estate
Home equity955 911,811 2,857 201,337 204,194 
Mortgages2,8369,257 12,093 1,354,553 1,366,646 
Subtotal residential real estate9552,92711,06814,9501,555,8901,570,840
Consumer and other
Indirect212 217 229 
Consumer and other430 329354 1,113 95,050 96,163 
Subtotal consumer and other433 331361 1,125 95,267 96,392 
Leases012,484 12,484 
Total loans and leases$6,533 $22,295 $24,079 $52,907 $5,972,201 $6,025,108 
Less: unearned income and deferred costs and fees0(5,186)(5,186)
Total loans and leases, net of unearned income and deferred costs and fees$6,533 $22,295 $24,079 $52,907 $5,967,015 $6,019,922 
December 31, 2023
(In thousands)30-59 Days60-89 Days90 Days or MoreTotal Past DueCurrent LoansTotal Loans
Loans and Leases
Commercial and industrial
Agriculture$$$$$101,211 $101,211 
Commercial and industrial other389 887 2,124 3,400 718,894 722,294 
Subtotal commercial and industrial389 887 2,124 3,400 820,105 823,505 
Commercial real estate
Construction303,406 303,406 
Agriculture61 61 221,609 221,670 
Commercial real estate other290 25,056 25,346 2,562,245 2,587,591 
Subtotal commercial real estate351 25,056 25,407 3,087,260 3,112,667 
Residential real estate
Home equity466 211 1,968 2,645 185,671 188,316 
Mortgages1,353 111 6,916 8,380 1,364,895 1,373,275 
Subtotal residential real estate1,819 322 8,884 11,025 1,550,566 1,561,591 
Consumer and other
Indirect11 11 29 812 841 
Consumer and other302 122 270 694 96,248 96,942 
Subtotal consumer and other309 133 281 723 97,060 97,783 
Leases15,383 15,383 
Total loans and leases$2,868 $1,342 $36,345 $40,555 $5,570,374 $5,610,929 
Less: unearned income and deferred costs and fees(4,994)(4,994)
Total loans and leases, net of unearned income and deferred costs and fees$2,868 $1,342 $36,345 $40,555 $5,565,380 $5,605,935 
Schedule of Loans on Nonaccrual Status
The following table presents the amortized cost basis of loans on nonaccrual status and the amortized cost basis of loans on nonaccrual status for which there was no related allowance for credit losses:

December 31, 2024
(In thousands)Nonaccrual Loans and Leases with no ACLNonaccrual Loans and LeasesLoans and Leases Past Due Over 89 Days and Accruing
Loans and Leases
Commercial and industrial
Agriculture$$519 $
Commercial and industrial other1,023 
Subtotal commercial and industrial1,542 
Commercial real estate
Agriculture129 
Commercial real estate other24,179 32,461 
Subtotal commercial real estate24,179 32,590 
Residential real estate
Home equity610 2,889 
Mortgages1,338 13,389 
Subtotal residential real estate1,948 16,278 
Consumer and other
Indirect13 
Consumer and other125 314 
Subtotal consumer and other138 314 
Total loans and leases$26,127 $50,548 $323 

December 31, 2023
(In thousands)Nonaccrual Loans and Leases with no ACLNonaccrual Loans and LeasesLoans and Leases Past Due Over 89 Days and Accruing
Loans and Leases
Commercial and industrial
Agriculture$$20 $
Commercial and industrial other2,253 
Subtotal commercial and industrial2,273 
Commercial real estate
Agriculture170 
Commercial real estate other42,038 44,280 
Subtotal commercial real estate42,038 44,450 
Residential real estate
Home equity3,230 
Mortgages11,942 
Subtotal residential real estate15,172 
Consumer and other
Indirect40 
Consumer and other230 101 
Subtotal consumer and other270 101 
Total loans and leases$42,038 $62,165 $101 
v3.25.0.1
Allowance for Credit Losses (Tables)
12 Months Ended
Dec. 31, 2024
Receivables [Abstract]  
Schedule of Originated and Acquired Credit Losses by Portfolio Segment
Changes in the allowance for credit losses for the years ended December 31, 2024, 2023 and 2022 are summarized as follows:

Allowance for Credit Losses - Loans and Leases
(In thousands)202420232022
Total allowance at beginning of year $51,584 $45,934 $42,843 
Impact of adopting ASU 2022-0264 
Provision for credit loss expense7,418 4,865 2,499 
Recoveries on loans and leases634 1,820 1,798 
Charge-offs on loans and leases(3,140)(1,099)(1,206)
Total allowance at end of year$56,496 $51,584 $45,934 

Allowance for Credit Losses - Off-Balance Sheet Credit Exposures

(In thousands)202420232022
Liabilities for off-balance sheet credit exposures at beginning of period$2,270 $2,796 $2,506 
(Credit) provision for credit loss expense related to off-balance sheet credit exposures(807)(526)290 
Liabilities for off-balance sheet credit exposures at end of period$1,463 $2,270 $2,796 

The following tables detail activity in the allowance for credit losses for loans for the years ended December 31, 2024 and 2023. The allocation of a portion of the allowance to one category of loans does not preclude its availability to absorb losses in other categories.
 
December 31, 2024
(In thousands)Commercial
& Industrial
Commercial
Real Estate
Residential
Real Estate
Consumer
and Other
Finance
Leases
Total
Allowance for credit losses:
Beginning balance$6,667 $31,581 $11,700 $1,557 $79 $51,584 
Charge-offs(293)(249)(2,598)(3,140)
Recoveries40 135 452 634 
Provision (credit) for credit loss expense1,270 4,498 (490)2,157 (17)7,418 
Ending Balance$7,684 $35,837 $11,345 $1,568 $62 $56,496 
 
December 31, 2023
(In thousands)Commercial
& Industrial
Commercial
Real Estate
Residential
Real Estate
Consumer
and Other
Finance
Leases
Total
Allowance for credit losses:
Beginning balance$6,039 $27,287 $11,154 $1,358 $96 $45,934 
Impact of adopting ASU 2022-0216 46 64 
Charge-offs(34)(20)(1,045)(1,099)
Recoveries87 1,292 186 255 1,820 
Provision (credit) for credit loss expense573 2,986 334 989 (17)4,865 
Ending Balance$6,667 $31,581 $11,700 $1,557 $79 $51,584 
The following tables present the amortized cost basis of collateral dependent loans, which are individually evaluated to determine expected credit losses, and the related allowance for credit losses allocated to these loans as of December 31, 2024 and 2023:

December 31, 2024
(In thousands)Real EstateBusiness AssetsOtherTotalACL Allocation
Commercial and Industrial$610 $$$610 $
Commercial Real Estate31,051 31,051 1,712 
Total Loans and Leases$31,661 $0 $0 $31,661 $1,712 

December 31, 2023
(In thousands)Real EstateBusiness AssetsOtherTotalACL Allocation
Commercial and Industrial$2,035 $$$2,035 $
Commercial Real Estate42,333 42,333 1,082 
Total Loans and Leases$44,368 $0 $0 $44,368 $1,082 
Schedule of Loan Modifications with Financial Difficulty
The following tables show the amortized cost basis at December 31, 2024 and 2023 of the loans modified to borrowers experiencing financial difficulty, disaggregated by class of financing receivable and type of concession granted:

December 31, 2024
(In thousands)Term ExtensionInterest Rate ReductionPayment Delay and Term ExtensionTerm Extension and Interest Rate ReductionPayment DelayTotal% of Total Class of Loans and Leases
Commercial and Industrial
Commercial and industrial other$10 $463 $$110 $45 $628 0.07 %
Subtotal commercial and industrial10 463 110 45 628 0.07 %
Commercial Real Estate
Commercial real estate other2,990 394 3,384 0.12 %
Subtotal commercial real estate2,990 394 3,384 0.10 %
Residential
Home equity40 40 0.02 %
Mortgages112 548 660 0.05 %
Subtotal residential152 548 700 0.04 %
Consumer
Consumer and other22 22 0.02 %
Subtotal consumer22 22 0.02 %
Total loans and leases$32 $3,453 $0 $262 $987 $4,734 0.08 %
December 31, 2023
(In thousands)Term ExtensionInterest Rate ReductionPayment Delay and Term ExtensionTerm Extension and Interest Rate ReductionPayment DelayTotal% of Total Class of Loans and Leases
Commercial Real Estate
Commercial real estate other3,114 3,114 0.12 %
Subtotal commercial real estate3,114 3,114 0.10 %
Residential
Mortgages402 402 0.03 %
Subtotal residential402 402 0.03 %
Consumer
Consumer and other21 21 0.02 %
Subtotal consumer21 21 0.02 %
Total loans and leases$21 $3,114 $0 $0 $402 $3,537 0.06 %
The following tables show the aging analysis of loan modifications made to borrowers experiencing financial difficulty as of December 31, 2024 and 2023:
December 31, 2024Payment Status (Amortized Cost Basis)
(In thousands)Current30-59 Days Past Due60-89 Days Past Due90+ Days Past DueNon-AccrualTotal
Commercial and Industrial
Commercial and industrial other$618 $$$$10 $628 
Subtotal commercial and industrial618 0 0 0 10 628 
Commercial Real Estate
Commercial real estate other3,384 3,384 
Subtotal commercial real estate3,384 3,384 
Residential Real Estate
Home equity40 40 
Mortgages154 112 394 660 
Subtotal residential real estate154 112 434 700 
Consumer and Other
Consumer and other22 22 
Subtotal consumer and other22 22 
Total$4,156 $0 $112 $0 $466 $4,734 
December 31, 2023Payment Status (Amortized Cost Basis)
(In thousands)Current30-59 Days Past Due60-89 Days Past Due90+ Days Past DueNon-AccrualTotal
Commercial Real Estate
Commercial real estate other$3,114 $$$$$3,114 
Subtotal commercial real estate3,114 3,114 
Residential Real Estate
Mortgages158 244 402 
Subtotal residential real estate158 244 402 
Consumer and Other
Consumer and other21 21 
Subtotal consumer and other21 21 
Total$3,272 $0 $0 $0 $265 $3,537 
Schedule of Credit Quality Indicators on Loans by Class of Commercial and Industrial Loans and Commercial Real Estate Loans
The following tables present credit quality indicators by total loans on an amortized cost basis by origination year, and current year gross writeoffs as of December 31, 2024 and 2023:

December 31, 2024
(In thousands)20242023202220212020PriorRevolving Loans Amortized Cost BasisRevolving Loans Converted to TermTotal Loans
Commercial and Industrial - Other:
Internal risk grade:
Pass$164,809 $114,591 $60,984 $54,087 $19,311 $144,785 $256,621 $35,968 $851,156 
Special Mention334 288 174 808 144 375 157 2,280 
Substandard425 41 43 608 1,011 2,132 
Total Commercial and Industrial - Other$165,568 $114,879 $61,199 $54,938 $19,459 $145,768 $257,789 $35,968 $855,568 
Current-period gross writeoffs$0 $15 $30 $44 $21 $432 $0 $0 $542 
Commercial and Industrial - Agriculture:
Pass$15,686 $23,823 $9,893 $2,233 $1,660 $11,304 $42,438 $2,895 $109,932 
Special Mention34 34 
Substandard41 41 
Total Commercial and Industrial - Agriculture$15,686 $23,823 $9,893 $2,267 $1,701 $11,304 $42,438 $2,895 $110,007 
Current-period gross writeoffs$0 $0 $0 $0 $0 $0 $0 $0 $0 
Commercial Real Estate
Pass$331,943 $242,564 $324,510 $355,090 $277,220 $1,088,575 $50,632 $16,958 $2,687,492 
Special Mention1,499 599 15,205 12,637 4,452 34,392 
Substandard731 973 1,474 2,561 1,840 45,856 985 54,420 
Total Commercial Real Estate$332,674 $243,537 $327,483 358,250 294,265 1,147,068 $56,069 $16,958 $2,776,304 
Current-period gross writeoffs$0 $0 $0 $0 $0 $0 $0 $0 $0 
Commercial Real Estate - Agriculture:
Pass$23,754 $11,594 $37,398 $21,510 $19,853 $96,967 $4,169 $1,950 $217,195 
Special Mention217 217 
Substandard170 170 
Total Commercial Real Estate - Agriculture$23,754 $11,594 $37,398 $21,510 $19,853 $97,354 $4,169 $1,950 $217,582 
Current-period gross writeoffs$0 $0 $0 $0 $0 $0 $0 $0 $0 
Commercial Real Estate - Construction
Pass$13,160 $744 $682 $5,003 $1,986 $802 $293,479 $52,675 $368,531 
Special Mention
Substandard17,400 17,400 
Total Commercial Real Estate - Construction$13,160 $744 $682 $5,003 $1,986 $802 $310,879 $52,675 $385,931 
Current-period gross writeoffs$0 $0 $0 $0 $0 $0 $0 $0 $0 
(In thousands)20242023202220212020PriorRevolving Loans Amortized Cost BasisRevolving Loans Converted to TermTotal Loans
Residential - Home Equity
Performing$15,181 $3,106 $2,383 $1,053 $784 $12,993 $163,202 $2,603 $201,305 
Nonperforming594 2,295 2,889 
Total Residential - Home Equity$15,181 $3,106 $2,383 $1,053 $784 $13,587 $165,497 $2,603 $204,194 
Current-period gross writeoffs$0 $0 $0 $0 $0 $0 $0 $0 $0 
Residential - Mortgages
Performing$106,698 $130,463 $172,310 $239,307 $204,310 $500,169 $$$1,353,257 
Nonperforming707 612 737 948 10,385 13,389 
Total Residential - Mortgages$106,698 $131,170 $172,922 $240,044 $205,258 $510,554 $0 $0 $1,366,646 
Current-period gross writeoffs$0 $0 $0 $0 $0 $0 $0 $0 $0 
Consumer - Direct
Performing$40,812 $18,082 $10,022 $9,109 $3,953 $11,485 $2,575 $$96,038 
Nonperforming24 77 125 
Total Consumer - Direct$40,812 $18,086 $10,046 $9,117 $3,957 $11,562 $2,583 $0 $96,163 
Current-period gross writeoffs$2,272 $15 $11 $32 $10 $229 $0 $0 $2,569 
Consumer - Indirect
Performing$$$$52 $23 $141 $$$216 
Nonperforming13 13 
Total Consumer - Indirect$0 $0 $0 $52 $23 $154 $0 $0 $229 
Current-period gross writeoffs$0 $0 $0 $0 $0 $29 $0 $0 $29 
December 31, 2023
(In thousands)20232022202120202019PriorRevolving Loans Amortized Cost BasisRevolving Loans Converted to TermTotal Loans
Commercial and Industrial - Other:
Pass$130,993 $92,335 $68,294 $28,377 $33,618 $141,758 $212,349 $5,063 $712,787 
Special Mention915 196 222 242 79 1,287 682 3,623 
Substandard46 78 329 18 2,833 2,580 5,884 
Total Commercial and Industrial - Other$131,908 $92,577 $68,594 $28,948 $33,715 $145,878 $215,611 $5,063 $722,294 
Current-period gross writeoffs$6 $0 $0 $0 $0 $29 $0 $0 $35 
Commercial and Industrial - Agriculture:
Pass$24,924 $11,935 $3,341 $3,114 $3,268 $16,759 $36,728 $1,030 $101,099 
Special Mention47 47 
Substandard56 65 
Total Commercial and Industrial - Agriculture$24,924 $11,935 $3,388 $3,170 $3,268 $16,767 $36,729 $1,030 $101,211 
Current-period gross writeoffs$0 $0 $0 $0 $0 $0 $0 $0 $0 
Commercial Real Estate
Pass$246,016 $317,583 $365,975 $292,960 $272,722 $921,201 $34,346 $24,949 $2,475,752 
Special Mention632 17,133 11,422 16,100 45,287 
Substandard15,300 2,128 2,059 45,709 1,356 66,552 
Total Commercial Real Estate$246,016 $333,515 $368,103 $310,093 $286,203 $983,010 $35,702 $24,949 $2,587,591 
Current-period gross writeoffs$0 $0 $0 $0 $0 $0 $0 $0 $0 
Commercial Real Estate - Agriculture:
Pass$14,668 $37,256 $22,813 $21,001 $23,794 $93,890 $257 $6,364 $220,043 
Special Mention378 1,033 1,411 
Substandard170 46 216 
Total Commercial Real Estate - Agriculture$14,668 $37,256 $22,813 $21,001 $24,342 $94,969 $257 $6,364 $221,670 
Current-period gross writeoffs$0 $0 $0 $0 $0 $0 $0 $0 $0 
Commercial Real Estate - Construction
Pass$9,265 $2,793 $8,068 $2,501 $357 $596 $274,224 $5,602 $303,406 
Special Mention
Substandard
Total Commercial Real Estate - Construction$9,265 $2,793 $8,068 $2,501 $357 $596 $274,224 $5,602 $303,406 
Current-period gross writeoffs$0 $0 $0 $0 $0 $0 $0 $0 $0 
(In thousands)20232022202120202019PriorRevolving Loans Amortized Cost BasisRevolving Loans Converted to TermTotal Loans
Residential - Home Equity
Performing$2,378 $2,237 $890 $529 $832 $8,178 $164,205 $5,837 $185,086 
Nonperforming337 2,893 3,230 
Total Residential - Home Equity$2,378 $2,237 $890 $529 $832 $8,515 $167,098 $5,837 $188,316 
Current-period gross writeoffs$0 $0 $0 $0 $0 $20 $0 $0 $20 
Residential - Mortgages
Performing$131,004 $186,401 $256,127 $221,945 $109,594 $456,167 $$$1,361,238 
Nonperforming393 329 986 883 9,446 12,037 
Total Residential - Mortgages$131,004 $186,794 $256,456 $222,931 $110,477 $465,613 $0 $0 $1,373,275 
Current-period gross writeoffs$0 $0 $0 $0 $0 $0 $0 $0 $0 
Consumer - Direct
Performing$50,295 $13,327 $11,316 $5,157 $4,037 $9,857 $2,723 $$96,712 
Nonperforming70 157 230 
Total Consumer - Direct$50,297 $13,327 $11,316 $5,157 $4,107 $10,014 $2,724 $0 $96,942 
Current-period gross writeoffs$801 $29 $16 $21 $83 $28 $0 $0 $978 
Consumer - Indirect
Performing$$$97 $68 $402 $234 $$$801 
Nonperforming30 10 40 
Total Consumer - Indirect$0 $0 $97 $68 $432 $244 $0 $0 $841 
Current-period gross writeoffs$0 $0 $0 $0 $53 $14 $0 $0 $67 
v3.25.0.1
Goodwill and Other Intangible Assets (Tables)
12 Months Ended
Dec. 31, 2024
Goodwill and Intangible Assets Disclosure [Abstract]  
Schedule of Goodwill
(In thousands)BankingInsuranceWealth ManagementTotal
Balance at January 1, 2023$64,524 $19,867 $8,211 $92,602 
Adjustment to goodwill
Balance at December 31, 202364,524 19,867 8,211 92,602 
Adjustment to goodwill
Balance at December 31, 2024$64,524 $19,867 $8,211 $92,602 
Schedule of Amortizing Intangible Assets
The following table provides information regarding the Company's amortizing intangible assets:
December 31, 2024Gross Carrying AmountAccumulated AmortizationNet Carrying Amount
(In thousands)
Amortized intangible assets:
Core deposit intangible$18,774 $18,774 $
Customer relationships9,048 8,237 811 
Other intangibles7,220 5,828 1,392 
Total intangible assets$35,042 $32,839 $2,203 
December 31, 2023Gross Carrying AmountAccumulated AmortizationNet Carrying Amount
(In thousands)
Amortized intangible assets:
Core deposit intangible$18,774 $18,774 $
Customer relationships9,048 7,948 1,100 
Other intangibles6,921 5,694 1,227 
Total intangible assets$34,743 $32,416 $2,327 
Schedule of Estimated Amortization Expense The estimated aggregate future amortization expense for intangible assets remaining as of December 31, 2024 is as follows:
Estimated amortization expense:1
(In thousands)
For the year ended December 31, 2025$335 
For the year ended December 31, 2026297 
For the year ended December 31, 2027248 
For the year ended December 31, 202866 
For the year ended December 31, 202938 
 1Excludes the amortization of mortgage servicing rights. Amortization of mortgage servicing rights was $91,000 in 2024, $81,000 in 2023 and $128,000 in 2022.
v3.25.0.1
Premises and Equipment (Tables)
12 Months Ended
Dec. 31, 2024
Property, Plant and Equipment [Abstract]  
Schedule of Premise and Equipment
Premises and equipment at December 31 were as follows:
(In thousands)20242023
Land$8,062 $8,063 
Premises and equipment104,847 104,366 
Furniture, fixtures, and equipment91,146 90,168 
Accumulated depreciation and amortization(127,428)(122,910)
Total$76,627 $79,687 
Schedule of Depreciation and Amortization
Depreciation and amortization expenses in 2024, 2023, and 2022 are included in operating expenses as follows:

(In thousands)202420232022
Premises$2,713 $2,844 $2,500 
Furniture, fixtures, and equipment4,756 5,246 5,138 
Total$7,469 $8,090 $7,638 
Schedule of Components of Operating Lease Expense
The components of operating lease expense, primarily included in “Net occupancy expense of premises,” in 2024, 2023, and 2022 were as follows:

(In thousands)202420232022
Operating lease cost$4,083 $4,741 $4,654 
Variable lease cost687 681 695 
Short-term lease cost9 
Sublease income0 (11)
Total lease cost$4,779 $5,424 $5,340 
Other information related to operating leases for 2024 and 2023 was as follows:

(In thousands)20242023
Cash paid for amounts included in the measurement of lease liabilities:
Operating cash flows from operating leases$3,863 $4,688 
Weighted-average remaining lease term on operating leases11.3511.64
Weighted-average discount rates on operating leases3.67 %3.47 %
Right-of-use assets obtained in exchange for lease liabilities2,341 1,655 
Schedule of Future Minimum Lease Payments
The following table reconciles future undiscounted lease payments due under non-cancelable operating leases (those amounts subject to recognition) to the aggregate operating lessee lease liability as of December 31, 2024:

(In thousands)
2025$3,588 
20263,546 
20273,241 
20282,992 
20292,924 
2030 and subsequent years18,944 
Total lease payments35,235 
Less: Interest6,701 
Present value of lease liabilities$28,534 
v3.25.0.1
Deposits (Tables)
12 Months Ended
Dec. 31, 2024
Deposits [Abstract]  
Schedule of Maturities of Time Deposits Scheduled maturities of time deposits at December 31, 2024, were as follows:
(In thousands)Less than $250,000$250,000 and overTotal
Maturity
Three months or less$223,429 $193,827 $417,256 
Over three through six months205,872 124,145 330,017 
Over six through twelve months76,394 56,769 133,163 
Total due in 2024$505,695 $374,741 $880,436 
202649,741 38,194 87,935 
202736,336 48,814 85,150 
20288,125 3,017 11,142 
20291,766 1,001 2,767 
Thereafter945 945 
Total$602,608 $465,767 $1,068,375 
v3.25.0.1
Federal Funds Purchased and Securities Sold Under Agreements to Repurchase (Tables)
12 Months Ended
Dec. 31, 2024
Carrying Value of Federal Funds Purchased, Securities Sold under Agreements to Repurchase, and Deposits Received for Securities Loaned [Abstract]  
Schedule of Securities Sold under Agreements to Repurchase
Information regarding securities sold under agreements to repurchase and Federal funds purchased is detailed in the following tables for the years ended December 31:
 
Securities Sold Under Agreements to Repurchase
(In thousands)202420232022
Total outstanding at December 31$37,036 $50,996 $56,278 
Maximum month-end balance67,506 71,031 67,810 
Average balance during the year42,739 55,773 57,126 
Weighted average rate at December 310.10 %0.11 %0.10 %
Average interest rate paid during the year0.11 %0.10 %0.10 %
Federal Funds Purchased
Average balance during the year$13 $$
Weighted average rate at December 31N/AN/AN/A
Average interest rate paid during the year5.99 %0.00 %0.00 %
v3.25.0.1
Other Borrowings (Tables)
12 Months Ended
Dec. 31, 2024
Debt Disclosure [Abstract]  
Schedule of Borrowings
The following table summarizes the Company’s borrowings as of December 31:

(In thousands)20242023
Overnight FHLB advances$247,000 $477,100 
Term FHLB advances543,247 125,000 
Total other borrowings$790,247 $602,100 
v3.25.0.1
Employee Benefit Plans (Tables)
12 Months Ended
Dec. 31, 2024
Retirement Benefits [Abstract]  
Schedule of Changes in the Projected Benefit Obligations The following table sets forth the changes in the projected benefit obligation for the DB Pension Plan and SERPs and the accumulated post-retirement benefit obligation for the Life and Healthcare Plan, the respective plan assets, and the plans’ funded status and amounts recognized in the Company’s Consolidated Statements of Condition at December 31, 2024 and 2023 (the measurement dates of the plans).
DB Pension PlanLife and Healthcare PlanSERP Plan
(In thousands)202420232024202320242023
Change in benefit obligation:
Benefit obligation at beginning of year$70,718 $70,521 $7,603 $7,603 $24,961 $24,991 
Service cost0 25 33 59 43 
Interest cost3,188 3,275 342 354 1,130 1,148 
Plan participants’ contributions0 87 92 0 
Actuarial loss (gain)(4,288)1,242 (815)(153)(2,259)(315)
Benefits paid(4,352)(4,320)(337)(326)(1,019)(906)
Benefit obligation at end of year$65,266 $70,718 $6,905 $7,603 $22,872 $24,961 
Change in plan assets:
Fair value of plan assets at beginning of year$84,644 $78,885 $0 $$0 $
Actual return on plan assets8,025 10,079 0 0 
Plan participants’ contributions0 87 92 0 
Employer contributions0 250 234 1,019 906 
Benefits paid(4,353)(4,320)(337)(326)(1,019)(906)
Fair value of plan assets at end of year$88,316 $84,644 $0 $$0 $
Funded (unfunded) status$23,050 $13,926 $(6,905)$(7,603)$(22,872)$(24,961)
Schedule of Net Periodic Benefit Cost and Other Comprehensive Income (Loss)
Net periodic benefit cost and other comprehensive income (loss) includes the following components:
(In thousands)DB Pension PlanLife and Healthcare PlanSERP Plan
Components of net periodic benefit cost202420232022202420232022202420232022
Service cost$0 $$$25 $33 $174 $59 $43 $78 
Interest cost3,188 3,275 1,985 342 354 223 1,130 1,148 814 
Expected return on plan assets(5,147)(4,789)(5,885)0 0 
Amortization of prior service (credit) cost0 (42)(61)(61)226 278 277 
Recognized net actuarial loss (gain)0 1,156 1,217 0 (40)196 0 847 
Net periodic benefit (credit) cost$(1,959)$(358)$(2,683)$325 $286 $532 $1,415 $1,469 $2,016 
Other changes in plan assets and benefit obligations recognized in other comprehensive income (loss):

(In thousands)DB Pension PlanLife and Healthcare PlanSERP Plan
202420232022202420232022202420232022
Net actuarial gain$(7,166)$(4,048)$(1,080)$(815)$(153)$(2,598)$(2,259)$(315)$(9,083)
Recognized actuarial (loss) gain(976)(1,156)(1,217)61 40 (196)0 (847)
Recognized prior service cost (credit)0 43 61 61 (226)(278)(277)
Recognized in other comprehensive loss$(8,142)$(5,204)$(2,297)$(711)$(52)$(2,733)$(2,485)$(593)$(10,207)
Total recognized in net periodic benefit cost and other comprehensive income (loss)$(10,101)$(5,562)$(4,980)$(386)$234 $(2,201)$(1,070)$876 $(8,191)
Schedule of Pre-Tax Amounts recognized as a Component of Accumulated Other Comprehensive Income (Loss)
Pre-tax amounts recognized as a component of accumulated other comprehensive income (loss) as of year-end that have not been recognized as a component of the Company’s combined net periodic benefit cost of the Company’s DB Pension Plan, Life and Healthcare Plan and SERPs are presented in the following table:

(In thousands)DB Pension PlanLife and Healthcare PlanSERP Plan
202420232022202420232022202420232022
Net actuarial loss (gain)$25,123 $33,265 $38,468 $(1,775)$(1,022)$(909)$(1,972)$287 $603 
Prior service cost (credit)0 (62)(104)(165)1,085 1,311 1,588 
Total$25,123 $33,265 $38,468 $(1,837)$(1,126)$(1,074)$(887)$1,598 $2,191 
Schedule of Weighted-Average Assumptions
Weighted-average assumptions used in accounting for the plans were as follows:
(In thousands)DB Pension PlanLife and Healthcare PlanSERP Plan
202420232022202420232022202420232022
Discount Rates
Benefit Cost for Plan Year4.75 %4.95 %2.63 %4.79 %4.98 %2.69 %4.78 %4.98 %2.71 %
Benefit Obligation at End of Plan Year5.42 %4.75 %4.95 %5.46 %4.79 %4.98 %5.46 %4.78 %4.98 %
Expected long-term return on plan assets6.25 %6.25 %6.25 %N/AN/AN/AN/AN/AN/A
Rate of compensation increase
Benefit Cost for Plan YearN/AN/AN/A4.00 %4.00 %4.00 %5.00 %5.00 %5.00 %
Benefit Obligation at End of Plan YearN/AN/AN/A4.00 %4.00 %4.00 %5.00 %5.00 %5.00 %
Schedule of Expected Benefits to be Paid in each of Next Five Years
The benefits as of December 31, 2024, expected to be paid in each of the next five fiscal years, and in the aggregate for the five fiscal years thereafter were as follows:
(In thousands)DB Pension PlanLife and Healthcare PlanSERP Plan
2025$4,446 $486 $958 
20264,620 487 948 
20274,772 500 925 
20284,744 493 900 
20294,865 478 1,069 
2029-203324,569 2,256 9,706 
Total$48,016 $4,700 $14,506 
Schedule of Weighted Average Asset Allocation of Plans
The DB Pension Plan’s weighted-average asset allocations at December 31, 2024 and 2023, respectively, by asset category are as follows:
20242023
Equity securities60 %61 %
Debt securities39 %38 %
Other1 %%
Total Allocation100 %100 %
Schedule of Fair Value Measurement of Pension Plan
The major categories of assets in the Company’s DB Pension Plan as of year-end are presented in the following table. Assets are segregated by the level of valuation inputs within the fair value hierarchy established by ASC Topic 820 utilized to measure fair value (see "Note 18 - Fair Value Measurements"). 
Fair Value Measurements
December 31, 2024
(In thousands)Fair Value 2024(Level 1)(Level 2)(Level 3)
Cash and cash equivalents$966 $966 $$
Common stocks34,249 34,249 
Mutual funds53,101 53,101 
Total Fair Value of Plan Assets$88,316 $88,316 $0 $0 

Fair Value Measurements
December 31, 2023
(In thousands)Fair Value 2023(Level 1)(Level 2)(Level 3)
Cash and cash equivalents$1,023 $1,023 $$
Common stocks25,975 25,975 
Mutual funds57,646 57,646 
Total Fair Value of Plan Assets$84,644 $84,644 $0 $0 
v3.25.0.1
Stock Plans and Stock Based Compensation (Tables)
12 Months Ended
Dec. 31, 2024
Share-Based Payment Arrangement [Abstract]  
Schedule of Stock Options and Stock Appreciation Rights
The following table presents the activity related to stock options and SARs under the Company's 2009 Equity Plan and 2019 Equity Plan for the year ended December 31, 2024:
Number of Shares/RightsWeighted Average Exercise PriceWeighted Average Remaining Contractual TermAggregate Intrinsic Value
Outstanding at January 1, 202448,882 $59.13 
Granted0.00 
Exercised(18,325)50.21 
Forfeited(10,536)60.60 
Outstanding at December 31, 202420,021 $66.51 1.23$131,642 
Exercisable at December 31, 202420,021 $66.51 1.23$131,642 
Schedule of Total Stock Options Exercised Net cash proceeds, tax benefits and intrinsic value related to total stock options, SARs, and restricted stock exercised is as follows: 
(In thousands)202420232022
Proceeds from stock option exercises$(115)$(124)$(538)
Tax benefits related to stock option exercises(134)(229)196 
Intrinsic value of stock option exercises132 270 1,075 
Schedule of Options Outstanding
December 31, 2024
Options and SARs OutstandingOptions and SARs Exercisable
Range of Exercise PricesNumber OutstandingWeighted Average Remaining Contractual LifeWeighted Average Exercise PriceNumber ExercisableWeighted Average Exercise Price
$50.01-76.90
19,799 1.22$66.29 19,799 $66.29 
$76.91-86.18
222 1.89$86.18 222 $86.18 
20,021 1.23$66.51 20,021 $66.51 
Schedule of Restricted Stock Awards
The following table presents activity related to restricted stock awards and restricted stock units for the year ended December 31, 2024:
Number of SharesWeighted Average Grant Date Fair Value
Unvested at January 1, 2024269,913 $63.22 
Granted84,019 72.29 
Vested(53,779)76.59 
Forfeited(18,556)66.78 
Unvested at December 31, 2024281,597 $62.33 
v3.25.0.1
Other Noninterest Income and Expense (Tables)
12 Months Ended
Dec. 31, 2024
Other Income and Expenses [Abstract]  
Schedule of Other Income and Operating Expense
Other income and operating expense totals are presented in the table below. Components of these totals exceeding 1%, and other significant items, of the aggregate of total interest income and other income for any of the years presented below are stated separately. 

Year ended December 31,
(In thousands)202420232022
NONINTEREST INCOME
Other service charges$2,753 $2,625 $2,703 
Increase in cash surrender value of corporate owned life insurance2,768 1,727 1,162 
Net gain on sale of loans1,001 96 155 
Other miscellaneous income3,539 2,063 1,905 
Total other noninterest income$10,061 $6,511 $5,925 
NONINTEREST EXPENSES
Marketing expense$4,075 $5,264 $5,708 
Professional fees6,514 7,535 6,931 
Technology expense14,686 15,939 15,167 
Cardholder expense4,053 4,238 4,560 
FDIC insurance5,696 4,298 2,798 
Legal expense1,185 1,709 1,414 
Other miscellaneous expenses14,990 17,331 13,919 
Total other noninterest expenses$51,199 $56,314 $50,497 
v3.25.0.1
Revenue Recognition (Tables)
12 Months Ended
Dec. 31, 2024
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregation of Noninterest Income
The following presents noninterest income, segregated by revenue streams in-scope and out-of-scope of ASC 606, for the years ended December 31, 2024, 2023, and 2022:
Year ended December 31,
(In thousands)202420232022
Noninterest Income
In-scope of Topic 606:
Insurance Revenues$39,100 $37,351 $36,201 
Investment Service Income19,589 17,951 18,091 
Service Charges on Deposit Accounts7,288 6,913 7,365 
Card Services Income12,057 11,488 11,024 
Other1,296 1,324 1,291 
Noninterest Income (in-scope of ASC 606)79,330 75,027 73,972 
Noninterest Income (out-of-scope of ASC 606)8,797 (64,786)4,000 
Total Noninterest Income$88,127 $10,241 $77,972 
v3.25.0.1
Income Taxes (Tables)
12 Months Ended
Dec. 31, 2024
Income Tax Disclosure [Abstract]  
Schedule of Income Tax (Benefit) Expense Attributable to Income from Operations
The income tax expense (benefit) attributable to income from operations is summarized as follows:

(In thousands)CurrentDeferredTotal
2024
Federal$20,248 $(3,313)$16,935 
State4,837 231 5,068 
Total$25,085 $(3,082)$22,003 
2023
Federal$2,583 $381 $2,964 
State346 (815)(469)
Total$2,929 $(434)$2,495 
2022
Federal$19,238 $994 $20,232 
State4,409 (84)4,325 
Total$23,647 $910 $24,557 
Schedule of Effective Income Tax Rate Reconciliation
The primary reasons for the differences between income tax expense and the amount computed by applying the statutory federal income tax rate to earnings are as follows:
202420232022
Statutory federal income tax rate21.0 %21.0 %21.0 %
State income taxes, net of federal benefit4.5 %(3.1)%3.1 %
Tax exempt income(1.3)%(9.4)%(1.1)%
Excess benefits from equity-based compensation(0.1)%1.1 %(0.3)%
Bank-owned life insurance income(0.6)%(3.0)%(0.2)%
Surrender of Bank-owned life insurance 0.0 %13.6 %0.0 %
Federal tax credit(0.2)%(0.8)%0.0 %
Non-Deductible Meals & Entertainment0.1 %1.3 %0.0 %
Section 162(m) Limitation0.1 %1.1 %0.2 %
Deductible ESOP Dividends under 404(k)(0.3)%(2.5)%(0.3)%
All other0.5 %1.5 %0.0 %
Total23.7 %20.8 %22.4 %
Schedule of Deferred Tax Assets and Liabilities Significant components of the Company’s deferred tax assets and liabilities as of December 31 were as follows:
(In thousands)20242023
Deferred tax assets:
Allowance for credit losses$14,733 $13,731 
Lease liability7,119 7,267
Interest income on nonperforming loans870 992 
Compensation and benefits12,936 12,414 
Purchase accounting adjustments323 424 
Liabilities held at fair value78 54 
Deferred loan fees and costs1,290 1,111 
Net operating loss carryforwards0 491 
Other753 744 
Total$38,102 $37,228 
Deferred tax liabilities:
Prepaid pension12,019 11,813 
Right of use asset6,763 6,955
Depreciation3,068 3,505 
Intangibles1,675 1,600 
Leases2,199 2,688 
Taxable bank-owned life insurance policies0 1,834 
Contingent Commissions871 778 
Other1,336 855 
Total deferred tax liabilities$27,931 $30,028 
Net deferred tax asset at year-end10,171 7,200 
Net deferred tax asset at beginning of year7,200 6,766 
Increase in net deferred tax asset2,971 434 
Investments in tax credit structures accounting standard adoption recorded through equity111 
Deferred tax benefit$(3,082)$(434)
v3.25.0.1
Other Comprehensive Income (Loss) (Tables)
12 Months Ended
Dec. 31, 2024
Stockholders' Equity Note [Abstract]  
Schedule of Tax Effect Allocated to each Component of Other Comprehensive Income (Loss)
The tax effect allocated to each component of other comprehensive income (loss) were as follows:

December 31, 2024Before-Tax
Amount
Tax (Expense)
Benefit
Net of Tax
(In thousands)
Available-for-sale debt securities:
Change in net unrealized gain (loss) during the period$(3,709)$1,588 $(2,121)
Reclassification adjustment for net realized gains on sale of available-for-sale debt securities included in net income(50)12 (38)
Net unrealized losses(3,759)1,600 (2,159)
Employee benefit plans:
Net retirement plan gain (losses)10,240 (2,408)7,832 
Amortization of net retirement plan actuarial loss915 (215)700 
Amortization of net retirement plan prior service cost182 (42)140 
Employee benefit plans11,337 (2,665)8,672 
Other comprehensive income (loss)$7,578 $(1,065)$6,513 
December 31, 2023Before-Tax
Amount
Tax (Expense)
Benefit
Net of Tax
(In thousands)
Available-for-sale debt securities:
Change in net unrealized gain (loss) during the period$35,008 $(8,578)$26,430 
Reclassification adjustment for net realized loss on sale of available-for-sale debt securities included in net income (loss)69,984 (17,146)52,838 
Net unrealized gains/losses104,992 (25,724)79,268 
Employee benefit plans:
Net retirement plan gain (loss)4,516 (1,106)3,410 
Amortization of net retirement plan actuarial loss1,116 (273)843 
Amortization of net retirement plan prior service cost217 (54)163 
Employee benefit plans5,849 (1,433)4,416 
Other comprehensive income (loss)$110,841 $(27,157)$83,684 
December 31, 2022Before-Tax AmountTax (Expense) BenefitNet of Tax
(In thousands)
Available-for-sale debt securities:
Change in net unrealized (loss) gain during the period$(229,463)$56,223 $(173,240)
Reclassification adjustment for net realized gain on sale of available-for-sale debt securities included in net income11,916 (2,919)8,997 
Net unrealized losses(217,547)53,304 (164,243)
Employee benefit plans:
Net retirement plan gain (loss)12,761 (3,127)9,634 
Amortization of net retirement plan actuarial loss2,260 (554)1,706 
Amortization of net retirement plan prior service cost216 (52)164 
Employee benefit plans15,237 (3,733)$11,504 
Other comprehensive (loss) income$(202,310)$49,571 $(152,739)
Schedule of Accumulated Other Comprehensive Income (Loss)
The following table presents the activity in our accumulated other comprehensive (loss) income for the periods indicated:

(In thousands)Available-for-
Sale Debt Securities
Employee
Benefit Plans
Accumulated
Other
Comprehensive
(Loss) Income
Balance at January 1, 2022$(14,560)$(41,390)$(55,950)
Other comprehensive (loss) income(164,243)11,504 (152,739)
Balance at December 31, 2022$(178,803)$(29,886)$(208,689)
Balance at January 1, 2023(178,803)(29,886)(208,689)
Other comprehensive income (loss)79,268 4,416 83,684 
Balance at December 31, 2023$(99,535)$(25,470)$(125,005)
Balance at January 1, 2024(99,535)(25,470)(125,005)
Other comprehensive (loss) income(2,159)8,672 6,513 
Balance at December 31, 2024$(101,694)$(16,798)$(118,492)
December 31, 2024
Details about Accumulated other Comprehensive Income (Loss) Components (In thousands)
Amount Reclassified from Accumulated Other Comprehensive (Loss)1
Affected Line Item in the
Statement Where Net Income is
Presented
Available-for-sale debt securities:
Unrealized gains and losses on available-for-sale debt securities$50 Net gain (loss) on securities transactions
(12)Income tax expense
38 Net of tax
Employee benefit plans:
Amortization of the following2
Net retirement plan actuarial loss(915)Other operating expense
Net retirement plan prior service cost(182)Other operating expense
(1,097)Total before tax
257 Income tax expense
$(840)Net of tax
 
December 31, 2023
Details about Accumulated other Comprehensive Income (Loss) Components (In thousands)
Amount Reclassified from Accumulated Other Comprehensive (Loss)1
Affected Line Item in the
Statement Where Net Income is
Presented
Available-for-sale debt securities:
Unrealized gains and losses on available-for-sale debt securities$(69,984)Net gain (loss) on securities transactions
17,146 Tax expense
(52,838)Net of tax
Employee benefit plans:
Amortization of the following2
Net retirement plan actuarial loss(1,116)Other operating expense
Net retirement plan prior service cost(217)Other operating expense
(1,333)Total before tax
327 Tax benefit
$(1,006)Net of tax
Amounts in parentheses indicate debits in income statement.
The accumulated other comprehensive income (loss) components are included in the computation of net periodic benefit cost (See "Note 10 - Employee Benefit Plans").
v3.25.0.1
Commitments and Contingent Liabilities (Tables)
12 Months Ended
Dec. 31, 2024
Commitments and Contingencies Disclosure [Abstract]  
Schedule of Maximum Potential Obligations to Extend Credit for Loan Commitments
The Company’s maximum potential obligations to extend credit for loan commitments (unfunded loans, unused lines of credit, and standby letters of credit) outstanding on December 31 were as follows:

(In thousands)20242023
Loan commitments$152,255 $109,342 
Standby letters of credit38,525 39,089 
Undisbursed portion of lines of credit1,134,554 1,020,558 
Total$1,325,334 $1,168,989 
v3.25.0.1
Earnings Per Share (Tables)
12 Months Ended
Dec. 31, 2024
Earnings Per Share [Abstract]  
Schedule of Basic and Diluted Earnings Per Share
Calculation of basic earnings per share (Basic EPS) and diluted earnings per share (Diluted EPS) is shown below.
Year ended December 31,
(In thousands, except share and per share data)202420232022
Basic
Net income available to common shareholders$70,850 $9,505 $85,030 
Less: income attributable to unvested stock-based compensation awards0 (42)(250)
Net earnings allocated to common shareholders70,850 9,463 84,780 
Weighted average shares outstanding, including unvested stock-based compensation awards14,404,233 14,442,077 14,532,448 
Less: unvested stock-based compensation awards(186,127)(187,416)(204,168)
Weighted average shares outstanding - Basic14,218,106 14,254,661 14,328,280 
Diluted
Net earnings allocated to common shareholders$70,850 $9,463 $84,780 
Weighted average shares outstanding - Basic14,218,106 14,254,661 14,328,280 
Plus: incremental shares from assumed conversion of stock-based compensation awards50,337 46,560 76,014 
Weighted average shares outstanding - Diluted14,268,443 14,301,221 14,404,294 
Basic EPS$4.98 $0.66 $5.92 
Diluted EPS$4.97 $0.66 $5.89 
v3.25.0.1
Fair Value Measurements (Tables)
12 Months Ended
Dec. 31, 2024
Fair Value Disclosures [Abstract]  
Schedule of Assets and Liabilities Measured at Fair Value on a Recurring Basis
The following table summarizes financial assets and financial liabilities measured at fair value on a recurring basis as of December 31, 2024 and 2023 segregated by the level of valuation inputs within the fair value hierarchy used to measure fair value:

Recurring Fair Value Measurements
December 31, 2024
(In thousands)(Level 1)(Level 2)(Level 3)
Assets
Available-for-sale debt securities
U.S. Treasuries$71,497 $$71,497 $
Obligations of U.S. Government sponsored entities380,280 380,280 
Obligations of U.S. states and political subdivisions77,694 77,694 
Mortgage-backed securities – residential, issued by:
U.S. Government agencies63,254 63,254 
U.S. Government sponsored entities636,360 636,360 
U.S. corporate debt securities2,447 2,447 
Total Available-for-sale debt securities$1,231,532 $$1,231,532 $
Equity securities, at fair value768 768 
Derivatives designated as hedging instruments864 864 
Derivatives not designated as hedging instruments1,831 1,831 
Liabilities
Derivatives not designated as hedging instruments$2,073 $$2,073 $
Recurring Fair Value Measurements
December 31, 2023
(In thousands)(Level 1)(Level 2)(Level 3)
Assets
Available-for-sale debt securities
U.S. Treasuries$109,904 $$109,904 $
Obligations of U.S. Government sponsored entities456,458 456,458 
Obligations of U.S. states and political subdivisions81,924 81,924 
Mortgage-backed securities – residential, issued by:
U.S. Government agencies45,240 45,240 
U.S. Government sponsored entities720,830 720,830 
U.S. corporate debt securities2,294 2,294 
Total Available-for-sale debt securities$1,416,650 $$1,416,650 $
Equity securities, at fair value787 787 
Derivatives designated as hedging instruments1,503 1,503 
Derivatives not designated as hedging instruments1,610 1,610 
Liabilities
Derivatives not designated as hedging instruments$1,826 $$1,826 $
Schedule of Assets and Liabilities Measured at Fair Value on a Non Recurring Basis
(In thousands)Fair value measurements at reporting
date using:
Gain (losses)
from fair
value changes
As ofQuoted prices in active markets for identical assetsSignificant other observable inputsSignificant unobservable inputsYear ended
Assets:12/31/2024(Level 1)(Level 2)(Level 3)12/31/2024
Individually evaluated loans$7,471 $$$7,471 $249 
Other real estate owned14,314 14,314 43 
 
(In thousands)Fair value measurements at reporting
date using:
Gain (losses)
from fair
value changes
As ofQuoted prices in active markets for identical assetsSignificant other observable inputsSignificant unobservable inputsYear ended
Assets:12/31/2023(Level 1)(Level 2)(Level 3)12/31/2023
Individually evaluated loans$40,681 $$$40,681 $826 
Other real estate owned131 131 23 
Schedule of Carrying Amount and Fair Value of Financial Instruments
The following table presents the carrying amounts and estimated fair values of the Company’s financial instruments at December 31, 2024 and 2023. The carrying amounts shown in the table are included in the Consolidated Statements of Condition under the indicated captions. The fair value estimates, methods and assumptions set forth below for the Company’s financial instruments, including those financial instruments carried at cost, are made solely to comply with disclosures required by GAAP and does not always incorporate the exit-price concept of fair value prescribed by ASC Topic 820-10 and should be read in conjunction with the financial statements and notes included in this Report.
Estimated Fair Value of Financial Instruments
December 31, 2024
(In thousands)Carrying
Amount
Fair Value(Level 1)(Level 2)(Level 3)
Financial Assets:
Cash and cash equivalents$134,398 $134,398 $134,398 $$
Securities - held-to-maturity312,462 267,295 267,295 
FHLB stock and other stock42,255 42,255 42,255 
Accrued interest receivable28,823 28,823 28,823 
Loans/leases, net1
5,963,426 5,584,661 5,584,661 
Financial Liabilities:
Time deposits$1,068,375 $1,064,548 $$1,064,548 $
Other deposits5,403,430 5,403,430 5,403,430 
Fed funds purchased and securities sold
under agreements to repurchase37,036 37,036 37,036 
Other borrowings790,247 789,915 789,915 
Trust preferred debentures
Accrued interest payable4,854 4,854 4,854 
 1 Lease receivables, although excluded from the scope of ASC Topic 825, are included in the estimated fair value amounts at their carrying value.

Estimated Fair Value of Financial Instruments
December 31, 2023
(In thousands)Carrying
Amount
Fair Value(Level 1)(Level 2)(Level 3)
Financial Assets:
Cash and cash equivalents$79,542 $79,542 $79,542 $$
Securities - held-to-maturity312,401 267,455 267,455 
FHLB stock and other stock33,719 33,719 33,719 
Accrued interest receivable26,107 26,107 26,107 
Loans/leases, net1
5,554,351 5,126,679 5,126,679 
Financial Liabilities:
Time deposits$998,013 $990,933 $$990,933 $
Other deposits5,401,834 5,401,834 5,401,834 
Fed funds purchased and securities sold
under agreements to repurchase50,996 50,996 50,996 
Other borrowings602,100 600,814 600,814 
Accrued interest payable3,474 3,474 3,474 
1 Lease receivables, although excluded from the scope of ASC Topic 825, are included in the estimated fair value amounts at their carrying value.
v3.25.0.1
Regulations and Supervision (Tables)
12 Months Ended
Dec. 31, 2024
Equity [Abstract]  
Schedule of Capital Amounts and Ratios
Actual capital amounts and ratios of the Company and its subsidiary bank are as follows:

ActualMinimum Capital Required- Basel III Fully-Phased-InRequired to be Considered Well Capitalized
(dollar amounts in thousands)Amount/RatioAmount/RatioAmount/Ratio
December 31, 2024
Total Capital (to risk-weighted assets)
The Company (consolidated)
$796,226 /13.1%
$639,844/>10.5%
$609,375/>10.0%
Tompkins Community Bank
$754,991/12.4%
$638,719/>10.5%
$608,304/>10.0%
Common Equity Tier 1 Capital (to risk-weighted assets)
The Company (consolidated)
$738,266/12.1%
$426,563/>7.0%
$396,094/>6.5%
Tompkins Community Bank
$697,031/11.5%
$425,813/>7.0%
$395,398/>6.5%
Tier 1 Capital (to risk-weighted assets)
The Company (consolidated)
$738,266/12.1%
$517,969/>8.5%
$487,500/>8.0%
Tompkins Community Bank
$697,031/11.5%
$517,058/>8.5%
$486,643/>8.0%
Tier 1 Capital (to average assets)
The Company (consolidated)
$738,266/9.3%
$318,498/>4.0%
$398,123/>5.0%
Tompkins Community Bank
$697,031/8.8%
$317,914/>4.0%
$397,393/>5.0%
December 31, 2023
Total Capital (to risk-weighted assets)
The Company (consolidated)
$754,792 /13.4%
$593,213/>10.5%
$564,965/>10.0%
Tompkins Community Bank
$721,297/12.8%
$591,445/>10.5%
$563,281/>10.0%
Common Equity Tier 1 Capital (to risk-weighted assets)
The Company (consolidated)
$699,525/12.4%
$395,476/>7.0%
$367,227/>6.5%
Tompkins Community Bank
$666,030/11.8%
$394,297/>7.0%
$366,133/>6.5%
Tier 1 Capital (to risk-weighted assets)
The Company (consolidated)
$699,525/12.4%
$480,220/>8.5%
$451,972/>8.0%
Tompkins Community Bank
$666,030/11.8%
$478,789/>8.5%
$450,625/>8.0%
Tier 1 Capital (to average assets)
The Company (consolidated)
$699,525/9.1%
$308,269/>4.0%
$385,337/>5.0%
Tompkins Community Bank
$666,030/8.7%
$307,956/>4.0%
$384,945/>5.0%
v3.25.0.1
Condensed Parent Company Only Financial Statements (Tables)
12 Months Ended
Dec. 31, 2024
Condensed Financial Information Disclosure [Abstract]  
Schedule of Condensed Statements of Condition
Condensed financial statements for Tompkins (the Parent Company) are presented below. 
Condensed Statements of ConditionAs of As of
(In thousands)12/31/202412/31/2023
Assets
Cash$23,866 $10,710 
Investment in subsidiaries689,485 650,595 
Other1,272 8,455 
Total Assets$714,623 $669,760 
Liabilities and Shareholders’ Equity
Other liabilities1,179 1,238 
Tompkins Financial Corporation Shareholders’ Equity713,444 668,522 
Total Liabilities and Shareholders’ Equity$714,623 $669,760 
Schedule of Condensed Statements of Income
Condensed Statements of IncomeYear ended December 31,
(In thousands)202420232022
Dividends received from subsidiaries$51,473 $42,634 $62,559 
Other income305 297 147 
Total Operating Income$51,778 $42,931 $62,706 
Other expenses12,929 13,117 11,295 
Total Operating Expenses$12,929 $13,117 $11,295 
Income Before Taxes and Equity in Undistributed
Earnings of Subsidiaries38,849 29,814 51,411 
Income tax benefit3,170 3,223 2,841 
Equity in undistributed earnings of subsidiaries28,831 (23,532)30,778 
Net Income$70,850 $9,505 $85,030 
Schedule of Condensed Statements of Cash Flows
Condensed Statements of Cash FlowsYear ended December 31,
(In thousands)202420232022
Operating activities
Net income$70,850$9,505$85,030
Adjustments to reconcile net income to net cash provided by operating activities
Equity in undistributed earnings of subsidiaries(28,831)23,532 (30,778)
Other, net7,644 (7,350)3,561 
Net Cash Provided by Operating Activities49,663 25,687 57,813 
Investing activities
Repayment of investments in and advances to subsidiaries00350
Other, net(271)1,015 29 
Net Cash (Used in) Provided by Investing Activities(271)1,015 379 
Financing activities
Cash dividends(35,049)(34,512)(33,565)
Repurchase of common shares0 (8,726)(15,430)
Net proceeds from restricted stock awards(1,242)(1,173)(1,758)
Shares issued for employee and other stock ownership plans170 2,951 
Net proceeds from exercise of stock options(115)(124)(538)
Net Cash Used in Financing Activities(36,236)(44,535)(48,340)
Net increase (decrease) in cash13,156 (17,833)9,852 
Cash at beginning of year10,710 28,543 18,691 
Cash at End of Year$23,866 $10,710 $28,543 
v3.25.0.1
Segment and Related Information (Tables)
12 Months Ended
Dec. 31, 2024
Segment Reporting [Abstract]  
Schedule of Segment and Related Information
Summarized financial information concerning the Company’s reportable segments and the reconciliation to the Company’s consolidated results is shown in the following table. Investment in subsidiaries is netted out of the presentations below. The "Intercompany" column identifies the intercompany activities of revenues, expenses and other assets between the banking and financial services segments. The Company accounts for intercompany fees and services at an estimated fair value according to regulatory requirements for the services provided. Intercompany items relate primarily to the use of human resources, information systems, accounting and marketing services provided by any of the banks and the holding company. All other accounting policies are the same as those described in "Note 1 - Summary of Significant Accounting Policies" in this Report.
 
 As of and for the year ended December 31, 2024
(In thousands)BankingInsuranceWealth
Management
IntercompanyConsolidated
Interest income$347,574 $$$(5)$347,574 
Interest expense136,477 (5)136,472 
Net interest income211,097 211,102 
Provision for credit loss expense6,611 6,611 
Noninterest income29,991 39,762 20,488 (2,114)88,127 
Noninterest expense157,320 28,983 15,453 (2,114)199,642 
Income before income tax expense77,157 10,784 5,035 92,976 
Income tax expense17,807 2,943 1,253 22,003 
Net Income attributable to noncontrolling interests and Tompkins Financial Corporation59,350 7,841 3,782 70,973 
Less: Net income attributable to noncontrolling interests123 123 
Net Income attributable to Tompkins Financial Corporation$59,227 $7,841 $3,782 $$70,850 
Depreciation and amortization$9,816 $159 $168 $$10,143 
Assets8,048,149 47,059 29,367 (15,495)8,109,080 
Goodwill64,524 19,867 8,211 92,602 
Other intangibles, net1,166 1,015 22 2,203 
Net loans and leases5,963,426 5,963,426 
Deposits6,495,526 (23,721)6,471,805 
Total equity637,414 38,534 37,496 713,444 
 As of and for the year ended December 31, 2023
(In thousands)BankingInsuranceWealth
Management
IntercompanyConsolidated
Interest income$297,358 $$$(5)$297,358 
Interest expense87,849 (5)87,844 
Net interest income209,509 209,514 
Provision for credit loss expense4,339 4,339 
Noninterest income(43,667)37,868 18,262 (2,222)10,241 
Noninterest expense162,312 28,770 14,432 (2,222)203,292 
(Loss) Income before income tax expense(809)9,103 3,830 12,124 
Income tax (benefit) expense(1,007)2,548 954 2,495 
Net Income attributable to noncontrolling interests and Tompkins Financial Corporation198 6,555 2,876 9,629 
Less: Net income attributable to noncontrolling interests124 124 
Net Income attributable to Tompkins Financial Corporation$74 $6,555 $2,876 $$9,505 
Depreciation and amortization$11,047 $176 $176 $$11,399 
Assets7,760,160 44,143 29,089 (13,643)7,819,749 
Goodwill64,524 19,867 8,211 92,602 
Other intangibles, net956 1,336 35 2,327 
Net loans and leases5,554,351 5,554,351 
Deposits6,419,872 (20,025)6,399,847 
Total equity601,598 36,176 32,160 669,934 

 As of and for the year ended December 31, 2022
(In thousands)BankingInsuranceWealth ManagementIntercompanyConsolidated
Interest income$251,324 $$$(5)$251,324 
Interest expense21,048 (5)21,043 
Net interest income230,276 230,281 
Provision for credit loss expense2,789 2,789 
Noninterest income25,394 36,721 18,129 (2,272)77,972 
Noninterest expense156,186 27,678 14,159 (2,272)195,751 
Income before income tax expense96,695 9,048 3,970 109,713 
Income tax expense21,085 2,504 968 24,557 
Net Income attributable to noncontrolling interests and Tompkins Financial Corporation75,610 6,544 3,002 85,156 
Less: Net income attributable to noncontrolling interests126 126 
Net Income attributable to Tompkins Financial Corporation$75,484 $6,544 $3,002 $$85,030 
Depreciation and amortization$10,366 $175 $143 $$10,684 
Assets7,610,701 45,090 28,977 (14,082)7,670,686 
Goodwill64,524 19,867 8,211 92,602 
Other intangibles, net1,004 1,655 49 2,708 
Net loans and leases5,222,977 5,222,977 
Deposits6,614,659 1,079 (13,443)6,602,295 
Total equity559,12335,15523,1120617,390
v3.25.0.1
Derivatives and Hedging Activities (Tables)
12 Months Ended
Dec. 31, 2024
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
Schedule of Fair Value Hedging Instruments, Statements of Financial Performance and Financial Position, Location
As of December 31, 2024 and December 31, 2023, the following amounts were recorded on the Consolidated Statements of Condition related to cumulative basis adjustment for fair value hedges.

Line Item in the Statement of Financial Position in Which the Hedged Item is IncludedCarrying Amount of the Hedged Assets/(Liabilities)Cumulative Amount of Fair Value Hedging Adjustment Included in the Carrying Amount of the Hedged Assets/(Liabilities) Carrying Amount of the Hedged Assets/(Liabilities)Cumulative Amount of Fair Value Hedging Adjustment Included in the Carrying Amount of the Hedged Assets/(Liabilities)
December 31, 2024December 31, 2024December 31, 2023December 31, 2023
Fixed Rate Loans1
$149,175$(825)$148,633$(1,367)
Total$149,175$(825)$148,633$(1,367)
1 These amounts include the amortized cost basis of closed portfolios of fixed rate loans used to designate hedging relationships in which the hedged item is the stated amount of assets in the closed portfolio anticipated to be outstanding for the designated hedged period. At December 31, 2024 and December 31, 2023, the amortized cost basis of the closed portfolios used in these hedging relationships was $711.0 million and $763.4 million respectively; the cumulative basis adjustments associated with these hedging relationships was $825,000 and $1.4 million, respectively; and the amount of the designated hedged items was $150.0 million for both periods.
Schedule of Derivative Instruments in Statement of Financial Position, Fair Value
Derivative Assets
December 31, 2024
(In thousands)Notional AmountBalance Sheet LocationFair Value
Derivatives designated as hedging instruments
Interest Rate Products$150,000  Other Assets $864 
Total derivatives designated as hedging instruments$864 
Derivatives not designated as hedging instruments
Interest Rate Products$175,865 Other Assets$1,831 
Total derivatives not designated as hedging instruments$1,831 

Derivative Assets
December 31, 2023
(In thousands)Notional AmountBalance Sheet LocationFair Value
Derivatives designated as hedging instruments
Interest Rate Products$150,000 Other Assets$1,503 
Total derivatives designated as hedging instruments$1,503 
Derivatives not designated as hedging instruments
Interest Rate Products$34,930  Other Assets $1,610 
Total derivatives not designated as hedging instruments$1,610 

 Derivative Liabilities
December 31, 2024
(In thousands)Notional AmountBalance Sheet LocationFair Value
Derivatives not designated as hedging instruments
Interest Rate Products$178,646 Other Liabilities$1,990 
Risk Participation Agreement44,387 Other Liabilities83 
Total derivatives not designated as hedging instruments $2,073 
 Derivative Liabilities
December 31, 2023
(In thousands)Notional AmountBalance Sheet LocationFair Value
Derivatives not designated as hedging instruments
Interest Rate Products$34,930 Other Liabilities$1,778 
Risk Participation Agreement7,542 Other Liabilities48 
Total derivatives not designated as hedging instruments $1,826 
Schedule of Derivative Instruments in Statement of Income
The table below presents the effect of the Company’s derivative financial instruments on the consolidated statements of income for the years ended December 31, 2024, 2023, and 2022:

The Effect of Fair Value and Cash Flow Hedge Accounting on the Consolidated Statements of Income
Location of Gain or (Loss) Recognized in Income on Derivative
202420232022
(In thousands)Interest Income
Total amounts of income and expense line items presented in the statement of financial performance in which the effects of fair value or cash flow hedges are recorded$2,423 $1,650 $
The effects of fair value and cash flow hedging:
Gain or (loss) on fair value hedging relationships in Subtopic 815-20
Hedged items542 (1,367)
Derivatives designated as hedging instruments1,882 3,017 
The table below presents the effect of the Company’s derivative financial instruments that are not designated as hedging instruments on the consolidated statements of income for the years ended December 31, 2024, 2023, and 2022:

Effect of Derivatives Not Designated as Hedging Instruments on the Consolidated Statements of Income
Derivatives Not Designated as Hedging Instruments under Subtopic 815-20 Location of Gain or (Loss) Recognized in Income on DerivativeAmount of Gain or (Loss) Recognized in Income on DerivativeAmount of Gain or (Loss) Recognized in Income on DerivativeAmount of Gain or (Loss) Recognized in Income on Derivative
(In thousands)202420232022
Interest Rate ProductsOther Income$$(168)$
Risk Participation AgreementOther Income295 114 57 
Total$304 $(54)$57 
Fee IncomeOther income / (expense)$1,476 $539 $
v3.25.0.1
Summary of Significant Accounting Policies (Details)
$ in Thousands
12 Months Ended
Dec. 31, 2024
USD ($)
investment
segment
Dec. 31, 2023
USD ($)
Property, Plant and Equipment [Line Items]    
Investment, Proportional Amortization Method, Elected, Statement of Financial Position [Extensible Enumeration] Income Tax Expense  
Investment in qualified affordable housing projects $ 2,100 $ 2,300
Number of reportable business segments | segment 3  
Number of investments | investment 2  
Investments tax credit $ 2,100  
Tax benefit 57 $ 54
Accounting Standards Update 2023-02    
Property, Plant and Equipment [Line Items]    
Investments 40  
Investments, write off 444  
Tax effective 111  
Adjustment to additional paid in capital, investment $ 71  
Minimum | Core deposit intangible    
Property, Plant and Equipment [Line Items]    
Amortization period for other intangible assets (in years) 5 years  
Minimum | Covenants not to compete    
Property, Plant and Equipment [Line Items]    
Amortization period for other intangible assets (in years) 3 years  
Minimum | Customer relationships    
Property, Plant and Equipment [Line Items]    
Amortization period for other intangible assets (in years) 6 years  
Minimum | Building    
Property, Plant and Equipment [Line Items]    
Estimated useful (in years) 10 years  
Minimum | Furniture, fixtures, and equipment    
Property, Plant and Equipment [Line Items]    
Estimated useful (in years) 2 years  
Maximum | Core deposit intangible    
Property, Plant and Equipment [Line Items]    
Amortization period for other intangible assets (in years) 10 years  
Maximum | Covenants not to compete    
Property, Plant and Equipment [Line Items]    
Amortization period for other intangible assets (in years) 6 years  
Maximum | Customer relationships    
Property, Plant and Equipment [Line Items]    
Amortization period for other intangible assets (in years) 15 years  
Maximum | Building    
Property, Plant and Equipment [Line Items]    
Estimated useful (in years) 39 years  
Maximum | Furniture, fixtures, and equipment    
Property, Plant and Equipment [Line Items]    
Estimated useful (in years) 20 years  
v3.25.0.1
Securities - Available-for-Sale Securities Held by Company (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Debt Securities, Available-for-sale [Line Items]    
Amortized Cost $ 1,367,123 $ 1,548,482
Gross Unrealized Gains 3,835 9,376
Gross Unrealized Losses 139,426 141,208
Fair Value 1,231,532 1,416,650
U.S. Treasuries    
Debt Securities, Available-for-sale [Line Items]    
Amortized Cost 75,141 114,418
Gross Unrealized Gains 140 495
Gross Unrealized Losses 3,784 5,009
Fair Value 71,497 109,904
Obligations of U.S. Government sponsored entities    
Debt Securities, Available-for-sale [Line Items]    
Amortized Cost 398,648 472,286
Gross Unrealized Gains 2,008 6,449
Gross Unrealized Losses 20,376 22,277
Fair Value 380,280 456,458
Obligations of U.S. states and political subdivisions    
Debt Securities, Available-for-sale [Line Items]    
Amortized Cost 86,328 89,999
Gross Unrealized Gains 4 2
Gross Unrealized Losses 8,638 8,077
Fair Value 77,694 81,924
U.S. Government agencies    
Debt Securities, Available-for-sale [Line Items]    
Amortized Cost 68,130 49,976
Gross Unrealized Gains 3 8
Gross Unrealized Losses 4,879 4,744
Fair Value 63,254 45,240
U.S. Government sponsored entities    
Debt Securities, Available-for-sale [Line Items]    
Amortized Cost 736,376 819,303
Gross Unrealized Gains 1,680 2,422
Gross Unrealized Losses 101,696 100,895
Fair Value 636,360 720,830
U.S. corporate debt securities    
Debt Securities, Available-for-sale [Line Items]    
Amortized Cost 2,500 2,500
Gross Unrealized Gains 0 0
Gross Unrealized Losses 53 206
Fair Value $ 2,447 $ 2,294
v3.25.0.1
Securities - Held-to-Maturity Securities Held by Company (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost $ 312,462 $ 312,401
Gross Unrealized Gains 0 0
Gross Unrealized Losses 45,167 44,946
Fair Value 267,295 267,455
U.S. Treasuries    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 86,049 86,266
Gross Unrealized Gains 0 0
Gross Unrealized Losses 11,361 11,051
Fair Value 74,688 75,215
Obligations of U.S. Government sponsored entities    
Schedule of Held-to-maturity Securities [Line Items]    
Amortized Cost 226,413 226,135
Gross Unrealized Gains 0 0
Gross Unrealized Losses 33,806 33,895
Fair Value $ 192,607 $ 192,240
v3.25.0.1
Securities - Sales Transactions of Securities Available-for-Sale (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Investments, Debt and Equity Securities [Abstract]      
Proceeds from sales $ 39,952 $ 440,488 $ 160,638
Gross realized gains 50 0 0
Gross realized losses 0 (69,983) (11,916)
Net gain (loss) on sales of available-for-sale debt securities $ (50) $ 69,983 $ 11,916
v3.25.0.1
Securities - Narrative (Details)
3 Months Ended 12 Months Ended
Dec. 31, 2022
USD ($)
Dec. 31, 2024
USD ($)
security
Dec. 31, 2023
USD ($)
security
Dec. 31, 2022
USD ($)
Federal Home Loan Bank, Advance, Branch of FHLBank [Line Items]        
Recognized gains (losses) on equity securities   $ (18,400) $ (10,000) $ (125,000)
Proceeds from sales     510,500,000  
Pre-tax loss on sale   (50,000) 69,983,000 11,916,000
Net gain on sale of VISA Class B shares $ 11,400,000      
Proceeds from sale of VISA Class B shares $ 11,400,000 $ 0 $ 0 $ 11,407,000
Number of securities in an unrealized loss position | security   577 572  
Securities pledged or sold under agreements to repurchase   $ 904,200,000 $ 1,000,000,000.0  
Number of equity fund | security   1    
Equity method investments   $ 671,000 $ 485,000  
Equity method investment, other than temporary Impairment   0    
Federal Home Loan Bank New York (FHLBNY)        
Federal Home Loan Bank, Advance, Branch of FHLBank [Line Items]        
Federal home loan bank, advances, branch of FHLB bank, amount of advances   42,200,000    
Atlantic Central Bankers Bank (ACBB)        
Federal Home Loan Bank, Advance, Branch of FHLBank [Line Items]        
Federal home loan bank, advances, branch of FHLB bank, amount of advances   $ 95,000    
v3.25.0.1
Securities - Unrealized Losses on Available-for-Sale of Securities (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Debt Securities, Available-for-sale [Line Items]    
Fair Value, Less than 12 Months $ 76,389 $ 31,829
Unrealized Losses, Less than 12 Months 1,142 286
Fair Value, 12 Months or Longer 880,651 1,011,691
Unrealized Losses, 12 Months or Longer 138,284 140,922
Fair Value 957,040 1,043,520
Unrealized Losses 139,426 141,208
U.S. Treasuries    
Debt Securities, Available-for-sale [Line Items]    
Fair Value, Less than 12 Months 0 0
Unrealized Losses, Less than 12 Months 0 0
Fair Value, 12 Months or Longer 57,019 65,663
Unrealized Losses, 12 Months or Longer 3,784 5,009
Fair Value 57,019 65,663
Unrealized Losses 3,784 5,009
Obligations of U.S. Government sponsored entities    
Debt Securities, Available-for-sale [Line Items]    
Fair Value, Less than 12 Months 14,085 14,453
Unrealized Losses, Less than 12 Months 515 110
Fair Value, 12 Months or Longer 188,296 220,913
Unrealized Losses, 12 Months or Longer 19,861 22,167
Fair Value 202,381 235,366
Unrealized Losses 20,376 22,277
Obligations of U.S. states and political subdivisions    
Debt Securities, Available-for-sale [Line Items]    
Fair Value, Less than 12 Months 3,159 10,572
Unrealized Losses, Less than 12 Months 36 106
Fair Value, 12 Months or Longer 73,657 69,601
Unrealized Losses, 12 Months or Longer 8,602 7,971
Fair Value 76,816 80,173
Unrealized Losses 8,638 8,077
U.S. Government agencies    
Debt Securities, Available-for-sale [Line Items]    
Fair Value, Less than 12 Months 27,082 1,145
Unrealized Losses, Less than 12 Months 89 4
Fair Value, 12 Months or Longer 35,879 43,764
Unrealized Losses, 12 Months or Longer 4,790 4,740
Fair Value 62,961 44,909
Unrealized Losses 4,879 4,744
U.S. Government sponsored entities    
Debt Securities, Available-for-sale [Line Items]    
Fair Value, Less than 12 Months 32,063 5,659
Unrealized Losses, Less than 12 Months 502 66
Fair Value, 12 Months or Longer 523,353 609,456
Unrealized Losses, 12 Months or Longer 101,194 100,829
Fair Value 555,416 615,115
Unrealized Losses 101,696 100,895
U.S. corporate debt securities    
Debt Securities, Available-for-sale [Line Items]    
Fair Value, Less than 12 Months 0 0
Unrealized Losses, Less than 12 Months 0 0
Fair Value, 12 Months or Longer 2,447 2,294
Unrealized Losses, 12 Months or Longer 53 206
Fair Value 2,447 2,294
Unrealized Losses $ 53 $ 206
v3.25.0.1
Securities - Unrealized Losses Held-to-Maturity Debt Securities (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Schedule of Held-to-maturity Securities [Line Items]    
Fair Value, Less than 12 Months $ 0 $ 0
Unrealized Losses, Less than 12 Months 0 0
Fair Value, 12 Months or Longer 267,295 267,455
Unrealized Losses, 12 Months or Longer 45,167 44,946
Fair Value 267,295 267,455
Unrealized Losses 45,167 44,946
U.S. Treasuries    
Schedule of Held-to-maturity Securities [Line Items]    
Fair Value, Less than 12 Months 0 0
Unrealized Losses, Less than 12 Months 0 0
Fair Value, 12 Months or Longer 74,688 75,215
Unrealized Losses, 12 Months or Longer 11,361 11,051
Fair Value 74,688 75,215
Unrealized Losses 11,361 11,051
Obligations of U.S. Government sponsored entities    
Schedule of Held-to-maturity Securities [Line Items]    
Fair Value, Less than 12 Months 0 0
Unrealized Losses, Less than 12 Months 0 0
Fair Value, 12 Months or Longer 192,607 192,240
Unrealized Losses, 12 Months or Longer 33,806 33,895
Fair Value 192,607 192,240
Unrealized Losses $ 33,806 $ 33,895
v3.25.0.1
Securities - Amortized Cost and Estimated Fair Value of Available-for-Sale Securities (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Amortized Cost    
Due in one year or less $ 100,000 $ 99,242
Due after one year through five years 227,502 307,093
Due after five years through ten years 212,789 245,617
Due after ten years 22,326 27,251
Total 562,617 679,203
Mortgage-backed securities 804,506 869,279
Amortized Cost 1,367,123 1,548,482
Fair Value    
Due in one year or less 99,153 98,650
Due after one year through five years 215,976 296,279
Due after five years through ten years 199,457 233,569
Due after ten years 17,332 22,082
Total 531,918 650,580
Mortgage-backed securities 699,614 766,070
Fair Value $ 1,231,532 $ 1,416,650
v3.25.0.1
Securities - Amortized Cost and Estimated Fair Value of Held-to-Maturity Securities (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Amortized Cost    
Due after one year through five years $ 117,283  
Due after five years through ten years 195,179 $ 312,401
Amortized Cost 312,462 312,401
Fair Value    
Due after one year through five years 102,173  
Due after five years through ten years 165,122 267,455
Fair Value $ 267,295 $ 267,455
v3.25.0.1
Loans and Leases - Loans and Leases (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total loans and leases $ 6,025,108 $ 5,610,929
Less: unearned income and deferred costs and fees (5,186) (4,994)
Total Loans 6,019,922 5,605,935
Commercial and industrial    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total loans and leases 965,575 823,505
Commercial and industrial | Agriculture    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total loans and leases 110,007 101,211
Total Loans 110,007 101,211
Commercial and industrial | Other Financing Receivable    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total loans and leases 855,568 722,294
Total Loans 855,568 722,294
Commercial and industrial | PPP Loans    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total loans and leases 159 404
Commercial real estate    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total loans and leases 3,379,817 3,112,667
Commercial real estate | Agriculture    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total loans and leases 217,582 221,670
Total Loans 217,582 221,670
Commercial real estate | Other Financing Receivable    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total loans and leases 2,776,304 2,587,591
Total Loans 2,776,304 2,587,591
Commercial real estate | Construction    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total loans and leases 385,931 303,406
Total Loans 385,931 303,406
Residential    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total loans and leases 1,570,840 1,561,591
Residential | Home equity    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total loans and leases 204,194 188,316
Total Loans 204,194 188,316
Consumer and other    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total loans and leases 96,392 97,783
Consumer and other | Other Financing Receivable    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total loans and leases 96,163 96,942
Consumer and other | Indirect    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total loans and leases 229 841
Total Loans 229 841
Leases    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total loans and leases $ 12,484 $ 15,383
v3.25.0.1
Loans and Leases - Narrative (Details)
12 Months Ended
Dec. 31, 2024
USD ($)
banking_Office
Dec. 31, 2023
USD ($)
Dec. 31, 2022
USD ($)
Business Acquisition [Line Items]      
Sale of residential mortgage loans $ 40,100,000 $ 4,500,000 $ 8,900,000
Net gains on sale of residential mortgage loans 1,000,000.0 96,000 155,000
Mortgage servicing assets added during the period 299,000 34,000 66,000
Amortization of mortgage servicing assets 91,000 81,000 128,000
Residential mortgage loans serviced 158,000,000.0 130,400,000  
Mortgage servicing rights, amortized cost 1,100,000 927,000  
Mortgage servicing rights (MSR) impairment 0 0  
Loans held for sale 1,700,000 602,000  
Established borrowing capacity with the FHLB 1,500,000,000 1,600,000,000  
Interest on nonaccrual loans 13,900,000 2,200,000 $ 1,400,000
Letter of Credit      
Business Acquisition [Line Items]      
Established borrowing capacity with the FHLB 200,000,000 316,000,000  
Term Advances      
Business Acquisition [Line Items]      
Residential mortgage loans used to secure advances from FHLB $ 543,200,000 $ 125,000,000.0  
Tompkins, Cayuga, Cortland and Schuyler Counties, New York      
Business Acquisition [Line Items]      
Number of banking offices | banking_Office 12    
Wyoming, Livingston, Genessee, Orleans and Monroe, New York      
Business Acquisition [Line Items]      
Number of banking offices | banking_Office 14    
Putnam Country, Dutchess Country and Westchester, New York      
Business Acquisition [Line Items]      
Number of banking offices | banking_Office 12    
Berks, Montgomery, Philadelphia, Deleware and Schuylkill, Pennsylvania      
Business Acquisition [Line Items]      
Number of banking offices | banking_Office 16    
LTV 80 to 100 Percent      
Business Acquisition [Line Items]      
Loan to value - fixed rate loans 80.00%    
Loan to value - adjusted rate loans 80.00%    
v3.25.0.1
Loans and Leases - Aging Analysis of Past Due Loans (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Financing Receivable, Past Due [Line Items]    
Total loans and leases $ 6,025,108 $ 5,610,929
Less: unearned income and deferred costs and fees (5,186) (4,994)
Total Loans 6,019,922 5,605,935
30-59 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 6,533 2,868
Less: unearned income and deferred costs and fees 0 0
60-89 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 22,295 1,342
Less: unearned income and deferred costs and fees 0 0
90 Days or More    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 24,079 36,345
Less: unearned income and deferred costs and fees 0 0
Total Past Due    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 52,907 40,555
Less: unearned income and deferred costs and fees 0 0
Current Loans    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 5,972,201 5,570,374
Less: unearned income and deferred costs and fees (5,186) (4,994)
Total Loans 5,967,015 5,565,380
Commercial and industrial    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 965,575 823,505
Commercial and industrial | 30-59 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 3,944 389
Commercial and industrial | 60-89 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 32 887
Commercial and industrial | 90 Days or More    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 684 2,124
Commercial and industrial | Total Past Due    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 4,660 3,400
Commercial and industrial | Current Loans    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 960,915 820,105
Commercial and industrial | Agriculture    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 110,007 101,211
Total Loans 110,007 101,211
Commercial and industrial | Agriculture | 30-59 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 0 0
Commercial and industrial | Agriculture | 60-89 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 0 0
Commercial and industrial | Agriculture | 90 Days or More    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 0 0
Commercial and industrial | Agriculture | Total Past Due    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 0 0
Commercial and industrial | Agriculture | Current Loans    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 110,007 101,211
Commercial and industrial | Other Financing Receivable    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 855,568 722,294
Total Loans 855,568 722,294
Commercial and industrial | Other Financing Receivable | 30-59 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 3,944 389
Commercial and industrial | Other Financing Receivable | 60-89 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 32 887
Commercial and industrial | Other Financing Receivable | 90 Days or More    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 684 2,124
Commercial and industrial | Other Financing Receivable | Total Past Due    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 4,660 3,400
Commercial and industrial | Other Financing Receivable | Current Loans    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 850,908 718,894
Commercial real estate    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 3,379,817 3,112,667
Commercial real estate | 30-59 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 1,201 351
Commercial real estate | 60-89 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 19,005 0
Commercial real estate | 90 Days or More    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 11,966 25,056
Commercial real estate | Total Past Due    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 32,172 25,407
Commercial real estate | Current Loans    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 3,347,645 3,087,260
Commercial real estate | Agriculture    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 217,582 221,670
Total Loans 217,582 221,670
Commercial real estate | Agriculture | 30-59 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 81 61
Commercial real estate | Agriculture | 60-89 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 0 0
Commercial real estate | Agriculture | 90 Days or More    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 0 0
Commercial real estate | Agriculture | Total Past Due    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 81 61
Commercial real estate | Agriculture | Current Loans    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 217,501 221,609
Commercial real estate | Other Financing Receivable    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 2,776,304 2,587,591
Total Loans 2,776,304 2,587,591
Commercial real estate | Other Financing Receivable | 30-59 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 0 290
Commercial real estate | Other Financing Receivable | 60-89 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 1,605 0
Commercial real estate | Other Financing Receivable | 90 Days or More    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 11,966 25,056
Commercial real estate | Other Financing Receivable | Total Past Due    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 13,571 25,346
Commercial real estate | Other Financing Receivable | Current Loans    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 2,762,733 2,562,245
Commercial real estate | Construction    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 385,931 303,406
Total Loans 385,931 303,406
Commercial real estate | Construction | 30-59 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 1,120 0
Commercial real estate | Construction | 60-89 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 17,400 0
Commercial real estate | Construction | 90 Days or More    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 0 0
Commercial real estate | Construction | Total Past Due    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 18,520 0
Commercial real estate | Construction | Current Loans    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 367,411 303,406
Residential    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 1,570,840 1,561,591
Residential | 30-59 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 955 1,819
Residential | 60-89 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 2,927 322
Residential | 90 Days or More    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 11,068 8,884
Residential | Total Past Due    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 14,950 11,025
Residential | Current Loans    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 1,555,890 1,550,566
Residential | Home equity    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 204,194 188,316
Total Loans 204,194 188,316
Residential | Home equity | 30-59 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 955 466
Residential | Home equity | 60-89 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 91 211
Residential | Home equity | 90 Days or More    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 1,811 1,968
Residential | Home equity | Total Past Due    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 2,857 2,645
Residential | Home equity | Current Loans    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 201,337 185,671
Residential | Mortgages    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 1,366,646 1,373,275
Total Loans 1,366,646 1,373,275
Residential | Mortgages | 30-59 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 0 1,353
Residential | Mortgages | 60-89 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 2,836 111
Residential | Mortgages | 90 Days or More    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 9,257 6,916
Residential | Mortgages | Total Past Due    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 12,093 8,380
Residential | Mortgages | Current Loans    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 1,354,553 1,364,895
Consumer and other    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 96,392 97,783
Consumer and other | 30-59 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 433 309
Consumer and other | 60-89 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 331 133
Consumer and other | 90 Days or More    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 361 281
Consumer and other | Total Past Due    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 1,125 723
Consumer and other | Current Loans    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 95,267 97,060
Consumer and other | Other Financing Receivable    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 96,163 96,942
Consumer and other | Other Financing Receivable | 30-59 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 430 302
Consumer and other | Other Financing Receivable | 60-89 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 329 122
Consumer and other | Other Financing Receivable | 90 Days or More    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 354 270
Consumer and other | Other Financing Receivable | Total Past Due    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 1,113 694
Consumer and other | Other Financing Receivable | Current Loans    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 95,050 96,248
Consumer and other | Indirect    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 229 841
Total Loans 229 841
Consumer and other | Indirect | 30-59 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 3 7
Consumer and other | Indirect | 60-89 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 2 11
Consumer and other | Indirect | 90 Days or More    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 7 11
Consumer and other | Indirect | Total Past Due    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 12 29
Consumer and other | Indirect | Current Loans    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 217 812
Leases    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 12,484 15,383
Leases | 30-59 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 0 0
Leases | 60-89 Days    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 0 0
Leases | 90 Days or More    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 0 0
Leases | Total Past Due    
Financing Receivable, Past Due [Line Items]    
Total loans and leases 0 0
Leases | Current Loans    
Financing Receivable, Past Due [Line Items]    
Total loans and leases $ 12,484 $ 15,383
v3.25.0.1
Loans and Leases - Nonaccrual Loans (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Nonaccrual Loans and Leases with no ACL $ 26,127 $ 42,038
Nonaccrual Loans and Leases 50,548 62,165
Loans and Leases Past Due Over 89 Days and Accruing 323 101
Commercial and industrial    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Nonaccrual Loans and Leases with no ACL 0 0
Nonaccrual Loans and Leases 1,542 2,273
Loans and Leases Past Due Over 89 Days and Accruing 0 0
Commercial and industrial | Agriculture    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Nonaccrual Loans and Leases with no ACL 0 0
Nonaccrual Loans and Leases 519 20
Loans and Leases Past Due Over 89 Days and Accruing 0 0
Commercial and industrial | Other Financing Receivable    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Nonaccrual Loans and Leases with no ACL 0 0
Nonaccrual Loans and Leases 1,023 2,253
Loans and Leases Past Due Over 89 Days and Accruing 0 0
Commercial real estate    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Nonaccrual Loans and Leases with no ACL 24,179 42,038
Nonaccrual Loans and Leases 32,590 44,450
Loans and Leases Past Due Over 89 Days and Accruing 0 0
Commercial real estate | Agriculture    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Nonaccrual Loans and Leases with no ACL 0 0
Nonaccrual Loans and Leases 129 170
Loans and Leases Past Due Over 89 Days and Accruing 0 0
Commercial real estate | Other Financing Receivable    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Nonaccrual Loans and Leases with no ACL 24,179 42,038
Nonaccrual Loans and Leases 32,461 44,280
Loans and Leases Past Due Over 89 Days and Accruing 0 0
Residential    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Nonaccrual Loans and Leases with no ACL 1,948 0
Nonaccrual Loans and Leases 16,278 15,172
Loans and Leases Past Due Over 89 Days and Accruing 9 0
Residential | Home equity    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Nonaccrual Loans and Leases with no ACL 610 0
Nonaccrual Loans and Leases 2,889 3,230
Loans and Leases Past Due Over 89 Days and Accruing 0 0
Residential | Mortgages    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Nonaccrual Loans and Leases with no ACL 1,338 0
Nonaccrual Loans and Leases 13,389 11,942
Loans and Leases Past Due Over 89 Days and Accruing 9 0
Consumer and other    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Nonaccrual Loans and Leases with no ACL 0 0
Nonaccrual Loans and Leases 138 270
Loans and Leases Past Due Over 89 Days and Accruing 314 101
Consumer and other | Other Financing Receivable    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Nonaccrual Loans and Leases with no ACL 0 0
Nonaccrual Loans and Leases 125 230
Loans and Leases Past Due Over 89 Days and Accruing 314 101
Consumer and other | Indirect    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Nonaccrual Loans and Leases with no ACL 0 0
Nonaccrual Loans and Leases 13 40
Loans and Leases Past Due Over 89 Days and Accruing $ 0 $ 0
v3.25.0.1
Allowance for Credit Losses - Detail in Allowance for Credit Losses (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Financing Receivable, Allowance for Credit Loss [Roll Forward]      
Beginning balance $ 51,584 $ 45,934 $ 42,843
Provision for credit loss expense 7,418 4,865 2,499
Recoveries 634 1,820 1,798
Charge-offs (3,140) (1,099) (1,206)
Ending Balance 56,496 51,584 45,934
Commercial and industrial      
Financing Receivable, Allowance for Credit Loss [Roll Forward]      
Beginning balance 6,667 6,039  
Provision for credit loss expense 1,270 573  
Recoveries 40 87  
Charge-offs (293) (34)  
Ending Balance 7,684 6,667 6,039
Commercial real estate      
Financing Receivable, Allowance for Credit Loss [Roll Forward]      
Beginning balance 31,581 27,287  
Provision for credit loss expense 4,498 2,986  
Recoveries 7 1,292  
Charge-offs (249) 0  
Ending Balance 35,837 31,581 27,287
Residential      
Financing Receivable, Allowance for Credit Loss [Roll Forward]      
Beginning balance 11,700 11,154  
Provision for credit loss expense (490) 334  
Recoveries 135 186  
Charge-offs 0 (20)  
Ending Balance 11,345 11,700 11,154
Consumer and other      
Financing Receivable, Allowance for Credit Loss [Roll Forward]      
Beginning balance 1,557 1,358  
Provision for credit loss expense 2,157 989  
Recoveries 452 255  
Charge-offs (2,598) (1,045)  
Ending Balance 1,568 1,557 1,358
Finance Leases      
Financing Receivable, Allowance for Credit Loss [Roll Forward]      
Beginning balance 79 96  
Provision for credit loss expense (17) (17)  
Recoveries 0 0  
Charge-offs 0 0  
Ending Balance 62 79 96
Cumulative Effect, Period of Adoption, Adjustment      
Financing Receivable, Allowance for Credit Loss [Roll Forward]      
Beginning balance $ 0 64 0
Ending Balance   0 64
Cumulative Effect, Period of Adoption, Adjustment | Commercial and industrial      
Financing Receivable, Allowance for Credit Loss [Roll Forward]      
Beginning balance   2  
Ending Balance     2
Cumulative Effect, Period of Adoption, Adjustment | Commercial real estate      
Financing Receivable, Allowance for Credit Loss [Roll Forward]      
Beginning balance   16  
Ending Balance     16
Cumulative Effect, Period of Adoption, Adjustment | Residential      
Financing Receivable, Allowance for Credit Loss [Roll Forward]      
Beginning balance   46  
Ending Balance     46
Cumulative Effect, Period of Adoption, Adjustment | Consumer and other      
Financing Receivable, Allowance for Credit Loss [Roll Forward]      
Beginning balance   0  
Ending Balance     0
Cumulative Effect, Period of Adoption, Adjustment | Finance Leases      
Financing Receivable, Allowance for Credit Loss [Roll Forward]      
Beginning balance   $ 0  
Ending Balance     $ 0
v3.25.0.1
Allowance for Credit Losses - Off-Balance Sheet Credit Exposures (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Off-Balance Sheet, Credit Loss, Liability [Roll Forward]      
Liabilities for off-balance sheet credit exposures at beginning of period $ 2,270 $ 2,796 $ 2,506
(Credit) provision for credit loss expense related to off-balance sheet credit exposures (807) (526) 290
Liabilities for off-balance sheet credit exposures at end of period $ 1,463 $ 2,270 $ 2,796
v3.25.0.1
Allowance for Credit Losses - Collateral Dependent Loans (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total $ 31,661 $ 44,368
ACL Allocation 1,712 1,082
Real Estate    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total 31,661 44,368
Business Assets    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total 0 0
Other    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total 0 0
Commercial and Industrial    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total 610 2,035
ACL Allocation 0 0
Commercial and Industrial | Real Estate    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total 610 2,035
Commercial and Industrial | Business Assets    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total 0 0
Commercial and Industrial | Other    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total 0 0
Commercial Real Estate    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total 31,051 42,333
ACL Allocation 1,712 1,082
Commercial Real Estate | Real Estate    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total 31,051 42,333
Commercial Real Estate | Business Assets    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total 0 0
Commercial Real Estate | Other    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total $ 0 $ 0
v3.25.0.1
Allowance for Credit Losses - Loan Modifications with Financial Difficulty (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis $ 4,734 $ 3,537
% of Total Class of Loans and Leases 0.08% 0.06%
Term Extension    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis $ 32 $ 21
Interest Rate Reduction    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 3,453 3,114
Payment Delay and Term Extension    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Term Extension and Interest Rate Reduction    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 262 0
Payment Delay    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 987 402
Commercial and Industrial    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis $ 628  
% of Total Class of Loans and Leases 0.07%  
Commercial and Industrial | Term Extension    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis $ 10  
Commercial and Industrial | Interest Rate Reduction    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 463  
Commercial and Industrial | Payment Delay and Term Extension    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0  
Commercial and Industrial | Term Extension and Interest Rate Reduction    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 110  
Commercial and Industrial | Payment Delay    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 45  
Commercial and Industrial | Other Financing Receivable    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis $ 628  
% of Total Class of Loans and Leases 0.07%  
Commercial and Industrial | Other Financing Receivable | Term Extension    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis $ 10  
Commercial and Industrial | Other Financing Receivable | Interest Rate Reduction    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 463  
Commercial and Industrial | Other Financing Receivable | Payment Delay and Term Extension    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0  
Commercial and Industrial | Other Financing Receivable | Term Extension and Interest Rate Reduction    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 110  
Commercial and Industrial | Other Financing Receivable | Payment Delay    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 45  
Commercial Real Estate    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis $ 3,384 $ 3,114
% of Total Class of Loans and Leases 0.10% 0.10%
Commercial Real Estate | Term Extension    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis $ 0 $ 0
Commercial Real Estate | Interest Rate Reduction    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 2,990 3,114
Commercial Real Estate | Payment Delay and Term Extension    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Commercial Real Estate | Term Extension and Interest Rate Reduction    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Commercial Real Estate | Payment Delay    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 394 0
Commercial Real Estate | Other Financing Receivable    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis $ 3,384 $ 3,114
% of Total Class of Loans and Leases 0.12% 0.12%
Commercial Real Estate | Other Financing Receivable | Term Extension    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis $ 0 $ 0
Commercial Real Estate | Other Financing Receivable | Interest Rate Reduction    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 2,990 3,114
Commercial Real Estate | Other Financing Receivable | Payment Delay and Term Extension    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Commercial Real Estate | Other Financing Receivable | Term Extension and Interest Rate Reduction    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Commercial Real Estate | Other Financing Receivable | Payment Delay    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 394 0
Residential    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis $ 700 $ 402
% of Total Class of Loans and Leases 0.04% 0.03%
Residential | Term Extension    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis $ 0 $ 0
Residential | Interest Rate Reduction    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Residential | Payment Delay and Term Extension    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Residential | Term Extension and Interest Rate Reduction    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 152 0
Residential | Payment Delay    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 548 402
Residential | Home equity    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis $ 40  
% of Total Class of Loans and Leases 0.02%  
Residential | Home equity | Term Extension    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis $ 0  
Residential | Home equity | Interest Rate Reduction    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0  
Residential | Home equity | Payment Delay and Term Extension    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0  
Residential | Home equity | Term Extension and Interest Rate Reduction    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 40  
Residential | Home equity | Payment Delay    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0  
Residential | Residential    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis $ 660 $ 402
% of Total Class of Loans and Leases 0.05% 0.03%
Residential | Residential | Term Extension    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis $ 0 $ 0
Residential | Residential | Interest Rate Reduction    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Residential | Residential | Payment Delay and Term Extension    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Residential | Residential | Term Extension and Interest Rate Reduction    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 112 0
Residential | Residential | Payment Delay    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 548 402
Consumer    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis $ 22 $ 21
% of Total Class of Loans and Leases 0.02% 0.02%
Consumer | Term Extension    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis $ 22 $ 21
Consumer | Interest Rate Reduction    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Consumer | Payment Delay and Term Extension    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Consumer | Term Extension and Interest Rate Reduction    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Consumer | Payment Delay    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Consumer | Other Financing Receivable    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis $ 22 $ 21
% of Total Class of Loans and Leases 0.02% 0.02%
Consumer | Other Financing Receivable | Term Extension    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis $ 22 $ 21
Consumer | Other Financing Receivable | Interest Rate Reduction    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Consumer | Other Financing Receivable | Payment Delay and Term Extension    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Consumer | Other Financing Receivable | Term Extension and Interest Rate Reduction    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Consumer | Other Financing Receivable | Payment Delay    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis $ 0 $ 0
v3.25.0.1
Allowance for Credit Losses - Aging Analysis of Loan Modifications with Financial Difficulty (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis $ 4,734 $ 3,537
Current Loans    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 4,156 3,272
30-59 Days    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
60-89 Days    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 112 0
90 Days or More    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Non-Accrual    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 466 265
Commercial and Industrial    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 628  
Commercial and Industrial | Current Loans    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 618  
Commercial and Industrial | 30-59 Days    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0  
Commercial and Industrial | 60-89 Days    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0  
Commercial and Industrial | 90 Days or More    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0  
Commercial and Industrial | Non-Accrual    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 10  
Commercial and Industrial | Other Financing Receivable    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 628  
Commercial and Industrial | Other Financing Receivable | Current Loans    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 618  
Commercial and Industrial | Other Financing Receivable | 30-59 Days    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0  
Commercial and Industrial | Other Financing Receivable | 60-89 Days    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0  
Commercial and Industrial | Other Financing Receivable | 90 Days or More    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0  
Commercial and Industrial | Other Financing Receivable | Non-Accrual    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 10  
Commercial Real Estate    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 3,384 3,114
Commercial Real Estate | Current Loans    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 3,384 3,114
Commercial Real Estate | 30-59 Days    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Commercial Real Estate | 60-89 Days    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Commercial Real Estate | 90 Days or More    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Commercial Real Estate | Non-Accrual    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Commercial Real Estate | Other Financing Receivable    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 3,384 3,114
Commercial Real Estate | Other Financing Receivable | Current Loans    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 3,384 3,114
Commercial Real Estate | Other Financing Receivable | 30-59 Days    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Commercial Real Estate | Other Financing Receivable | 60-89 Days    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Commercial Real Estate | Other Financing Receivable | 90 Days or More    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Commercial Real Estate | Other Financing Receivable | Non-Accrual    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Residential    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 700 402
Residential | Current Loans    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 154 158
Residential | 30-59 Days    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Residential | 60-89 Days    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 112 0
Residential | 90 Days or More    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Residential | Non-Accrual    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 434 244
Residential | Home equity    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 40  
Residential | Home equity | Current Loans    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0  
Residential | Home equity | 30-59 Days    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0  
Residential | Home equity | 60-89 Days    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0  
Residential | Home equity | 90 Days or More    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0  
Residential | Home equity | Non-Accrual    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 40  
Residential | Residential    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 660 402
Residential | Residential | Current Loans    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 154 158
Residential | Residential | 30-59 Days    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Residential | Residential | 60-89 Days    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 112 0
Residential | Residential | 90 Days or More    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Residential | Residential | Non-Accrual    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 394 244
Consumer and other    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 22 21
Consumer and other | Current Loans    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Consumer and other | 30-59 Days    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Consumer and other | 60-89 Days    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Consumer and other | 90 Days or More    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Consumer and other | Non-Accrual    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 22 21
Consumer and other | Other Financing Receivable    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 22 21
Consumer and other | Other Financing Receivable | Current Loans    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Consumer and other | Other Financing Receivable | 30-59 Days    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Consumer and other | Other Financing Receivable | 60-89 Days    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Consumer and other | Other Financing Receivable | 90 Days or More    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis 0 0
Consumer and other | Other Financing Receivable | Non-Accrual    
Financing Receivable, Troubled Debt Restructuring [Line Items]    
Amortized cost basis $ 22 $ 21
v3.25.0.1
Allowance for Credit Losses - Credit Quality Indicators by Commercial and Industrial Loans (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Loans $ 6,019,922 $ 5,605,935
Commercial and industrial | Other Financing Receivable    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 165,568 131,908
One year before current fiscal year 114,879 92,577
Two years before current fiscal year 61,199 68,594
Three years before current fiscal year 54,938 28,948
Four years before current fiscal year 19,459 33,715
Prior 145,768 145,878
Revolving Loans Amortized Cost Basis 257,789 215,611
Revolving Loans Converted to Term 35,968 5,063
Total Loans 855,568 722,294
Current-period gross writeoffs    
2024 0 6
2023 15 0
2022 30 0
2021 44 0
2020 21 0
Prior 432 29
Revolving Loans Amortized Cost Basis 0 0
Revolving Loans Converted to Term 0 0
Total Loans 542 35
Commercial and industrial | Other Financing Receivable | Pass    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 164,809 130,993
One year before current fiscal year 114,591 92,335
Two years before current fiscal year 60,984 68,294
Three years before current fiscal year 54,087 28,377
Four years before current fiscal year 19,311 33,618
Prior 144,785 141,758
Revolving Loans Amortized Cost Basis 256,621 212,349
Revolving Loans Converted to Term 35,968 5,063
Total Loans 851,156 712,787
Commercial and industrial | Other Financing Receivable | Special Mention    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 334 915
One year before current fiscal year 288 196
Two years before current fiscal year 174 222
Three years before current fiscal year 808 242
Four years before current fiscal year 144 79
Prior 375 1,287
Revolving Loans Amortized Cost Basis 157 682
Revolving Loans Converted to Term 0 0
Total Loans 2,280 3,623
Commercial and industrial | Other Financing Receivable | Substandard    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 425 0
One year before current fiscal year 0 46
Two years before current fiscal year 41 78
Three years before current fiscal year 43 329
Four years before current fiscal year 4 18
Prior 608 2,833
Revolving Loans Amortized Cost Basis 1,011 2,580
Revolving Loans Converted to Term 0 0
Total Loans 2,132 5,884
Commercial and industrial | Agriculture    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 15,686 24,924
One year before current fiscal year 23,823 11,935
Two years before current fiscal year 9,893 3,388
Three years before current fiscal year 2,267 3,170
Four years before current fiscal year 1,701 3,268
Prior 11,304 16,767
Revolving Loans Amortized Cost Basis 42,438 36,729
Revolving Loans Converted to Term 2,895 1,030
Total Loans 110,007 101,211
Current-period gross writeoffs    
2024 0 0
2023 0 0
2022 0 0
2021 0 0
2020 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Revolving Loans Converted to Term 0 0
Total Loans 0 0
Commercial and industrial | Agriculture | Pass    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 15,686 24,924
One year before current fiscal year 23,823 11,935
Two years before current fiscal year 9,893 3,341
Three years before current fiscal year 2,233 3,114
Four years before current fiscal year 1,660 3,268
Prior 11,304 16,759
Revolving Loans Amortized Cost Basis 42,438 36,728
Revolving Loans Converted to Term 2,895 1,030
Total Loans 109,932 101,099
Commercial and industrial | Agriculture | Special Mention    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 0 0
One year before current fiscal year 0 0
Two years before current fiscal year 0 47
Three years before current fiscal year 34 0
Four years before current fiscal year 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Revolving Loans Converted to Term 0 0
Total Loans 34 47
Commercial and industrial | Agriculture | Substandard    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 0 0
One year before current fiscal year 0 0
Two years before current fiscal year 0 0
Three years before current fiscal year 0 56
Four years before current fiscal year 41 0
Prior 0 8
Revolving Loans Amortized Cost Basis 0 1
Revolving Loans Converted to Term 0 0
Total Loans 41 65
Commercial real estate | Other Financing Receivable    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 332,674 246,016
One year before current fiscal year 243,537 333,515
Two years before current fiscal year 327,483 368,103
Three years before current fiscal year 358,250 310,093
Four years before current fiscal year 294,265 286,203
Prior 1,147,068 983,010
Revolving Loans Amortized Cost Basis 56,069 35,702
Revolving Loans Converted to Term 16,958 24,949
Total Loans 2,776,304 2,587,591
Current-period gross writeoffs    
2024 0 0
2023 0 0
2022 0 0
2021 0 0
2020 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Revolving Loans Converted to Term 0 0
Total Loans 0 0
Commercial real estate | Other Financing Receivable | Pass    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 331,943 246,016
One year before current fiscal year 242,564 317,583
Two years before current fiscal year 324,510 365,975
Three years before current fiscal year 355,090 292,960
Four years before current fiscal year 277,220 272,722
Prior 1,088,575 921,201
Revolving Loans Amortized Cost Basis 50,632 34,346
Revolving Loans Converted to Term 16,958 24,949
Total Loans 2,687,492 2,475,752
Commercial real estate | Other Financing Receivable | Special Mention    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 0 0
One year before current fiscal year 0 632
Two years before current fiscal year 1,499 0
Three years before current fiscal year 599 17,133
Four years before current fiscal year 15,205 11,422
Prior 12,637 16,100
Revolving Loans Amortized Cost Basis 4,452 0
Revolving Loans Converted to Term 0 0
Total Loans 34,392 45,287
Commercial real estate | Other Financing Receivable | Substandard    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 731 0
One year before current fiscal year 973 15,300
Two years before current fiscal year 1,474 2,128
Three years before current fiscal year 2,561 0
Four years before current fiscal year 1,840 2,059
Prior 45,856 45,709
Revolving Loans Amortized Cost Basis 985 1,356
Revolving Loans Converted to Term 0 0
Total Loans 54,420 66,552
Commercial real estate | Agriculture    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 23,754 14,668
One year before current fiscal year 11,594 37,256
Two years before current fiscal year 37,398 22,813
Three years before current fiscal year 21,510 21,001
Four years before current fiscal year 19,853 24,342
Prior 97,354 94,969
Revolving Loans Amortized Cost Basis 4,169 257
Revolving Loans Converted to Term 1,950 6,364
Total Loans 217,582 221,670
Current-period gross writeoffs    
2024 0 0
2023 0 0
2022 0 0
2021 0 0
2020 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Revolving Loans Converted to Term 0 0
Total Loans 0 0
Commercial real estate | Agriculture | Pass    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 23,754 14,668
One year before current fiscal year 11,594 37,256
Two years before current fiscal year 37,398 22,813
Three years before current fiscal year 21,510 21,001
Four years before current fiscal year 19,853 23,794
Prior 96,967 93,890
Revolving Loans Amortized Cost Basis 4,169 257
Revolving Loans Converted to Term 1,950 6,364
Total Loans 217,195 220,043
Commercial real estate | Agriculture | Special Mention    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 0 0
One year before current fiscal year 0 0
Two years before current fiscal year 0 0
Three years before current fiscal year 0 0
Four years before current fiscal year 0 378
Prior 217 1,033
Revolving Loans Amortized Cost Basis 0 0
Revolving Loans Converted to Term 0 0
Total Loans 217 1,411
Commercial real estate | Agriculture | Substandard    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 0 0
One year before current fiscal year 0 0
Two years before current fiscal year 0 0
Three years before current fiscal year 0 0
Four years before current fiscal year 0 170
Prior 170 46
Revolving Loans Amortized Cost Basis 0 0
Revolving Loans Converted to Term 0 0
Total Loans 170 216
Commercial real estate | Construction    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 13,160 9,265
One year before current fiscal year 744 2,793
Two years before current fiscal year 682 8,068
Three years before current fiscal year 5,003 2,501
Four years before current fiscal year 1,986 357
Prior 802 596
Revolving Loans Amortized Cost Basis 310,879 274,224
Revolving Loans Converted to Term 52,675 5,602
Total Loans 385,931 303,406
Current-period gross writeoffs    
2024 0 0
2023 0 0
2022 0 0
2021 0 0
2020 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Revolving Loans Converted to Term 0 0
Total Loans 0 0
Commercial real estate | Construction | Pass    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 13,160 9,265
One year before current fiscal year 744 2,793
Two years before current fiscal year 682 8,068
Three years before current fiscal year 5,003 2,501
Four years before current fiscal year 1,986 357
Prior 802 596
Revolving Loans Amortized Cost Basis 293,479 274,224
Revolving Loans Converted to Term 52,675 5,602
Total Loans 368,531 303,406
Commercial real estate | Construction | Special Mention    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 0 0
One year before current fiscal year 0 0
Two years before current fiscal year 0 0
Three years before current fiscal year 0 0
Four years before current fiscal year 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Revolving Loans Converted to Term 0 0
Total Loans 0 0
Commercial real estate | Construction | Substandard    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 0 0
One year before current fiscal year 0 0
Two years before current fiscal year 0 0
Three years before current fiscal year 0 0
Four years before current fiscal year 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 17,400 0
Revolving Loans Converted to Term 0 0
Total Loans 17,400 0
Residential | Home equity    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 15,181 2,378
One year before current fiscal year 3,106 2,237
Two years before current fiscal year 2,383 890
Three years before current fiscal year 1,053 529
Four years before current fiscal year 784 832
Prior 13,587 8,515
Revolving Loans Amortized Cost Basis 165,497 167,098
Revolving Loans Converted to Term 2,603 5,837
Total Loans 204,194 188,316
Current-period gross writeoffs    
2024 0 0
2023 0 0
2022 0 0
2021 0 0
2020 0 0
Prior 0 20
Revolving Loans Amortized Cost Basis 0 0
Revolving Loans Converted to Term 0 0
Total Loans 0 20
Residential | Home equity | Performing    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 15,181 2,378
One year before current fiscal year 3,106 2,237
Two years before current fiscal year 2,383 890
Three years before current fiscal year 1,053 529
Four years before current fiscal year 784 832
Prior 12,993 8,178
Revolving Loans Amortized Cost Basis 163,202 164,205
Revolving Loans Converted to Term 2,603 5,837
Total Loans 201,305 185,086
Residential | Home equity | Nonperforming    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 0 0
One year before current fiscal year 0 0
Two years before current fiscal year 0 0
Three years before current fiscal year 0 0
Four years before current fiscal year 0 0
Prior 594 337
Revolving Loans Amortized Cost Basis 2,295 2,893
Revolving Loans Converted to Term 0 0
Total Loans 2,889 3,230
Residential | Residential    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 106,698 131,004
One year before current fiscal year 131,170 186,794
Two years before current fiscal year 172,922 256,456
Three years before current fiscal year 240,044 222,931
Four years before current fiscal year 205,258 110,477
Prior 510,554 465,613
Revolving Loans Amortized Cost Basis 0 0
Revolving Loans Converted to Term 0 0
Total Loans 1,366,646 1,373,275
Current-period gross writeoffs    
2024 0 0
2023 0 0
2022 0 0
2021 0 0
2020 0 0
Prior 0 0
Revolving Loans Amortized Cost Basis 0 0
Revolving Loans Converted to Term 0 0
Total Loans 0 0
Residential | Residential | Performing    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 106,698 131,004
One year before current fiscal year 130,463 186,401
Two years before current fiscal year 172,310 256,127
Three years before current fiscal year 239,307 221,945
Four years before current fiscal year 204,310 109,594
Prior 500,169 456,167
Revolving Loans Amortized Cost Basis 0 0
Revolving Loans Converted to Term 0 0
Total Loans 1,353,257 1,361,238
Residential | Residential | Nonperforming    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 0 0
One year before current fiscal year 707 393
Two years before current fiscal year 612 329
Three years before current fiscal year 737 986
Four years before current fiscal year 948 883
Prior 10,385 9,446
Revolving Loans Amortized Cost Basis 0 0
Revolving Loans Converted to Term 0 0
Total Loans 13,389 12,037
Consumer and other | Direct    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 40,812 50,297
One year before current fiscal year 18,086 13,327
Two years before current fiscal year 10,046 11,316
Three years before current fiscal year 9,117 5,157
Four years before current fiscal year 3,957 4,107
Prior 11,562 10,014
Revolving Loans Amortized Cost Basis 2,583 2,724
Revolving Loans Converted to Term 0 0
Total Loans 96,163 96,942
Current-period gross writeoffs    
2024 2,272 801
2023 15 29
2022 11 16
2021 32 21
2020 10 83
Prior 229 28
Revolving Loans Amortized Cost Basis 0 0
Revolving Loans Converted to Term 0 0
Total Loans 2,569 978
Consumer and other | Direct | Performing    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 40,812 50,295
One year before current fiscal year 18,082 13,327
Two years before current fiscal year 10,022 11,316
Three years before current fiscal year 9,109 5,157
Four years before current fiscal year 3,953 4,037
Prior 11,485 9,857
Revolving Loans Amortized Cost Basis 2,575 2,723
Revolving Loans Converted to Term 0 0
Total Loans 96,038 96,712
Consumer and other | Direct | Nonperforming    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 0 2
One year before current fiscal year 4 0
Two years before current fiscal year 24 0
Three years before current fiscal year 8 0
Four years before current fiscal year 4 70
Prior 77 157
Revolving Loans Amortized Cost Basis 8 1
Revolving Loans Converted to Term 0 0
Total Loans 125 230
Consumer and other | Indirect    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 0 0
One year before current fiscal year 0 0
Two years before current fiscal year 0 97
Three years before current fiscal year 52 68
Four years before current fiscal year 23 432
Prior 154 244
Revolving Loans Amortized Cost Basis 0 0
Revolving Loans Converted to Term 0 0
Total Loans 229 841
Current-period gross writeoffs    
2024 0 0
2023 0 0
2022 0 0
2021 0 0
2020 0 53
Prior 29 14
Revolving Loans Amortized Cost Basis 0 0
Revolving Loans Converted to Term 0 0
Total Loans 29 67
Consumer and other | Indirect | Performing    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 0 0
One year before current fiscal year 0 0
Two years before current fiscal year 0 97
Three years before current fiscal year 52 68
Four years before current fiscal year 23 402
Prior 141 234
Revolving Loans Amortized Cost Basis 0 0
Revolving Loans Converted to Term 0 0
Total Loans 216 801
Consumer and other | Indirect | Nonperforming    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Current fiscal year 0 0
One year before current fiscal year 0 0
Two years before current fiscal year 0 0
Three years before current fiscal year 0 0
Four years before current fiscal year 0 30
Prior 13 10
Revolving Loans Amortized Cost Basis 0 0
Revolving Loans Converted to Term 0 0
Total Loans $ 13 $ 40
v3.25.0.1
Goodwill and Other Intangible Assets - Goodwill (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Goodwill [Roll Forward]    
Balance at the beginning of the period $ 92,602 $ 92,602
Adjustment to goodwill 0 0
Balance at the end of the period 92,602 92,602
Banking    
Goodwill [Roll Forward]    
Balance at the beginning of the period 64,524 64,524
Adjustment to goodwill 0 0
Balance at the end of the period 64,524 64,524
Insurance    
Goodwill [Roll Forward]    
Balance at the beginning of the period 19,867 19,867
Adjustment to goodwill 0 0
Balance at the end of the period 19,867 19,867
Wealth Management    
Goodwill [Roll Forward]    
Balance at the beginning of the period 8,211 8,211
Adjustment to goodwill 0 0
Balance at the end of the period $ 8,211 $ 8,211
v3.25.0.1
Goodwill and Other Intangible Assets - Narrative (Details) - USD ($)
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Goodwill and Intangible Assets Disclosure [Abstract]      
Impairment of goodwill and intangible assets $ 0    
Amortization of intangible assets $ 332,000 $ 334,000 $ 873,000
v3.25.0.1
Goodwill and Other Intangible Assets - Amortizing Intangible Assets (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Finite-Lived Intangible Assets [Line Items]    
Gross Carrying Amount $ 35,042 $ 34,743
Accumulated Amortization 32,839 32,416
Net Carrying Amount 2,203 2,327
Core deposit intangible    
Finite-Lived Intangible Assets [Line Items]    
Gross Carrying Amount 18,774 18,774
Accumulated Amortization 18,774 18,774
Net Carrying Amount 0 0
Customer relationships    
Finite-Lived Intangible Assets [Line Items]    
Gross Carrying Amount 9,048 9,048
Accumulated Amortization 8,237 7,948
Net Carrying Amount 811 1,100
Other intangibles    
Finite-Lived Intangible Assets [Line Items]    
Gross Carrying Amount 7,220 6,921
Accumulated Amortization 5,828 5,694
Net Carrying Amount $ 1,392 $ 1,227
v3.25.0.1
Goodwill and Other Intangible Assets - Estimated Amortization Expense (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Estimated amortization expense:      
For the year ended December 31, 2025 $ 335    
For the year ended December 31, 2026 297    
For the year ended December 31, 2027 248    
For the year ended December 31, 2028 66    
For the year ended December 31, 2029 38    
Amortization of mortgage servicing assets $ 91 $ 81 $ 128
v3.25.0.1
Premises and Equipment - Premises and Equipment (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Property, Plant and Equipment [Line Items]    
Accumulated depreciation and amortization $ (127,428) $ (122,910)
Total 76,627 79,687
Land    
Property, Plant and Equipment [Line Items]    
Premise and equipment, gross 8,062 8,063
Premises and equipment    
Property, Plant and Equipment [Line Items]    
Premise and equipment, gross 104,847 104,366
Furniture, fixtures, and equipment    
Property, Plant and Equipment [Line Items]    
Premise and equipment, gross $ 91,146 $ 90,168
v3.25.0.1
Premises and Equipment - Depreciation and Amortization Expense (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Property, Plant and Equipment [Line Items]      
Depreciation and amortization expense $ 7,469 $ 8,090 $ 7,638
Premises      
Property, Plant and Equipment [Line Items]      
Depreciation and amortization expense 2,713 2,844 2,500
Furniture, fixtures, and equipment      
Property, Plant and Equipment [Line Items]      
Depreciation and amortization expense $ 4,756 $ 5,246 $ 5,138
v3.25.0.1
Premises and Equipment - Narrative (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Property, Plant and Equipment [Line Items]      
Gross rental expense $ 4,100 $ 4,700 $ 4,600
ROU assets $ 26,900 $ 27,700  
Operating Lease, Right-of-Use Asset, Statement of Financial Position [Extensible Enumeration] Accrued interest and other assets Accrued interest and other assets  
Lease liabilities $ 28,534 $ 29,100  
Operating Lease, Liability, Statement of Financial Position [Extensible Enumeration] Other liabilities Other liabilities  
Operating lease, payments, including termination fees $ 2,900 $ 3,800  
Payment for lease termination   $ 579  
Minimum      
Property, Plant and Equipment [Line Items]      
Operating lease renewal term 5 years    
Maximum      
Property, Plant and Equipment [Line Items]      
Operating lease renewal term 20 years    
v3.25.0.1
Premises and Equipment - Operating Lease Expense (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Property, Plant and Equipment [Abstract]      
Operating lease cost $ 4,083 $ 4,741 $ 4,654
Variable lease cost 687 681 695
Short-term lease cost 9 2 2
Sublease income 0 0 (11)
Total lease cost $ 4,779 $ 5,424 $ 5,340
v3.25.0.1
Premises and Equipment - Other Information Related to Operating Leases (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Property, Plant and Equipment [Abstract]      
Operating cash flows from operating leases $ 3,863 $ 4,688  
Weighted-average remaining lease term on operating leases 11 years 4 months 6 days 11 years 7 months 20 days  
Weighted-average discount rates on operating leases 3.67% 3.47%  
Right-of-use assets obtained in exchange for new lease liabilities $ 2,341 $ 1,655 $ 2,498
v3.25.0.1
Premises and Equipment - Future Undiscounted Lease Payments Due Under Non-Cancelable Operating Leases (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Property, Plant and Equipment [Abstract]    
2025 $ 3,588  
2026 3,546  
2027 3,241  
2028 2,992  
2029 2,924  
2030 and subsequent years 18,944  
Total lease payments 35,235  
Less: Interest 6,701  
Present value of lease liabilities $ 28,534 $ 29,100
v3.25.0.1
Deposits - Narrative (Details) - USD ($)
$ in Millions
Dec. 31, 2024
Dec. 31, 2023
Deposits [Abstract]    
Time deposits, greater than $250,000 $ 465.8 $ 389.8
v3.25.0.1
Deposits - Maturities of Time Deposits (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Maturity    
Three months or less $ 417,256  
Over three through six months 330,017  
Over six through twelve months 133,163  
Total due in 2024 880,436  
2026 87,935  
2027 85,150  
2028 11,142  
2029 2,767  
Thereafter 945  
Total 1,068,375 $ 998,013
Less than $250,000    
Maturity    
Three months or less 223,429  
Over three through six months 205,872  
Over six through twelve months 76,394  
Total due in 2024 505,695  
2026 49,741  
2027 36,336  
2028 8,125  
2029 1,766  
Thereafter 945  
Total 602,608  
$250,000 and over    
Maturity    
Three months or less 193,827  
Over three through six months 124,145  
Over six through twelve months 56,769  
Total due in 2024 374,741  
2026 38,194  
2027 48,814  
2028 3,017  
2029 1,001  
Thereafter 0  
Total $ 465,767  
v3.25.0.1
Federal Funds Purchased and Securities Sold Under Agreements to Repurchase (Details) - USD ($)
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Retail Repurchase Agreements      
Repurchase Agreement Counterparty [Line Items]      
Outstanding agreements to repurchase $ 37,000,000.0    
Wholesale Repurchase Agreements      
Repurchase Agreement Counterparty [Line Items]      
Outstanding agreements to repurchase 0    
Securities Sold Under Agreements to Repurchase      
Repurchase Agreement Counterparty [Line Items]      
Outstanding agreements to repurchase 37,036,000 $ 50,996,000 $ 56,278,000
Maximum month-end balance 67,506,000 71,031,000 67,810,000
Average balance during the year $ 42,739,000 $ 55,773,000 $ 57,126,000
Weighted average rate at December 31 0.10% 0.11% 0.10%
Average interest rate paid during the year 0.11% 0.10% 0.10%
Federal Funds Purchased      
Repurchase Agreement Counterparty [Line Items]      
Average balance during the year $ 13,000 $ 0 $ 0
Average interest rate paid during the year 5.99% 0.00% 0.00%
v3.25.0.1
Other Borrowings - Borrowings (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Debt Disclosure [Abstract]    
Overnight FHLB advances $ 247,000 $ 477,100
Term FHLB advances 543,247 125,000
Total other borrowings $ 790,247 $ 602,100
v3.25.0.1
Other Borrowings - Narrative (Details) - USD ($)
Dec. 31, 2024
Dec. 31, 2023
Line of Credit Facility [Line Items]    
Maximum borrowing capacity $ 25,000,000.0  
Outstanding advances 0 $ 0
Established borrowing capacity with the FHLB 1,500,000,000 1,600,000,000
Unused borrowing capacity with the FHLB 502,800,000 642,200,000
Overnight advances with the FHLB 247,000,000 477,100,000
Term advances with the FHLB $ 543,247,000 $ 125,000,000
Weighted average rate with the FHLB 4.52% 5.15%
Term advances mature within one year $ 398,200,000  
Term advances mature in over one year 145,000,000.0  
Term advances mature in 2026 70,000,000.0  
Term advances mature in 2027 50,000,000.0  
Term advances mature in 2028 25,000,000.0  
Callable FHLB borrowings 0  
Outstanding on line of credit with bank 0 $ 0
Letter of Credit    
Line of Credit Facility [Line Items]    
Established borrowing capacity with the FHLB 200,000,000 316,000,000
Subsidiaries    
Line of Credit Facility [Line Items]    
Maximum borrowing capacity $ 139,000,000.0 $ 99,000,000.0
v3.25.0.1
Employee Benefit Plans - Narrative (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Defined Contribution Plan Disclosure [Line Items]      
Employer matching contribution, percent of match 2.00%    
Additional contributions based on employee's base pay 2.00%    
Expenses associated with matching provisions $ 3,400 $ 3,200 $ 3,100
Expenses related to discretionary contribution 3,900 4,200 4,100
Compensation expense related to the profit-sharing 3,800 1,400 $ 5,300
Actuarial loss (gain) $ (7,400) $ 774  
Expected long-term rate of return 6.25% 6.25% 6.25%
Life insurance assets $ 76,448 $ 67,884  
Purchase insurance 6,250 0 $ 0
Split dollar life insurance benefits      
Defined Contribution Plan Disclosure [Line Items]      
Estimated liability 1,700 1,500  
Compensation expense related to the split dollar life insurance 177 3  
DB Pension Plan      
Defined Contribution Plan Disclosure [Line Items]      
Accumulated benefit obligation 65,300 70,700  
Funded (unfunded) status of plan 23,050 13,926  
Actuarial loss (gain) $ (4,288) 1,242  
DC Retirement Plan      
Defined Contribution Plan Disclosure [Line Items]      
Annual contribution limit (as a percent) 4.00%    
Accumulated benefit obligation $ 6,900 7,600  
Funded (unfunded) status of plan (6,905) (7,603)  
Actuarial loss (gain) (815) (153)  
SERP Plan      
Defined Contribution Plan Disclosure [Line Items]      
Accumulated benefit obligation 20,000 21,100  
Funded (unfunded) status of plan (22,872) (24,961)  
Actuarial loss (gain) $ (2,259) $ (315)  
v3.25.0.1
Employee Benefit Plans - Changes in Projected Benefit Obligation (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Change in benefit obligation:      
Actuarial loss (gain) $ (7,400) $ 774  
DB Pension Plan      
Change in benefit obligation:      
Benefit obligation at beginning of year 70,718 70,521  
Service cost 0 0 $ 0
Interest cost 3,188 3,275 1,985
Plan participants’ contributions 0 0  
Actuarial loss (gain) (4,288) 1,242  
Benefits paid (4,352) (4,320)  
Benefit obligation at end of year 65,266 70,718 70,521
Change in plan assets:      
Fair value of plan assets at beginning of year 84,644 78,885  
Actual return on plan assets 8,025 10,079  
Plan participants’ contributions 0 0  
Employer contributions 0 0  
Benefits paid (4,353) (4,320)  
Fair value of plan assets at end of year 88,316 84,644 78,885
Funded (unfunded) status 23,050 13,926  
Life and Healthcare Plan      
Change in benefit obligation:      
Benefit obligation at beginning of year 7,603 7,603  
Service cost 25 33 174
Interest cost 342 354 223
Plan participants’ contributions 87 92  
Actuarial loss (gain) (815) (153)  
Benefits paid (337) (326)  
Benefit obligation at end of year 6,905 7,603 7,603
Change in plan assets:      
Fair value of plan assets at beginning of year 0 0  
Actual return on plan assets 0 0  
Plan participants’ contributions 87 92  
Employer contributions 250 234  
Benefits paid (337) (326)  
Fair value of plan assets at end of year 0 0 0
Funded (unfunded) status (6,905) (7,603)  
SERP Plan      
Change in benefit obligation:      
Benefit obligation at beginning of year 24,961 24,991  
Service cost 59 43 78
Interest cost 1,130 1,148 814
Plan participants’ contributions 0 0  
Actuarial loss (gain) (2,259) (315)  
Benefits paid (1,019) (906)  
Benefit obligation at end of year 22,872 24,961 24,991
Change in plan assets:      
Fair value of plan assets at beginning of year 0 0  
Actual return on plan assets 0 0  
Plan participants’ contributions 0 0  
Employer contributions 1,019 906  
Benefits paid (1,019) (906)  
Fair value of plan assets at end of year 0 0 $ 0
Funded (unfunded) status $ (22,872) $ (24,961)  
v3.25.0.1
Employee Benefit Plans - Net Periodic Benefit Cost (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
DB Pension Plan      
Components of net periodic benefit cost      
Service cost $ 0 $ 0 $ 0
Interest cost 3,188 3,275 1,985
Expected return on plan assets (5,147) (4,789) (5,885)
Amortization of prior service (credit) cost 0 0 0
Recognized net actuarial loss (gain) 0 1,156 1,217
Net periodic benefit (credit) cost (1,959) (358) (2,683)
Other changes in plan assets and benefit obligations recognized in other comprehensive income (loss)      
Net actuarial gain (7,166) (4,048) (1,080)
Recognized actuarial (loss) gain (976) (1,156) (1,217)
Recognized prior service cost (credit) 0 0 0
Recognized in other comprehensive loss (8,142) (5,204) (2,297)
Total recognized in net periodic benefit cost and other comprehensive income (loss) (10,101) (5,562) (4,980)
Life and Healthcare Plan      
Components of net periodic benefit cost      
Service cost 25 33 174
Interest cost 342 354 223
Expected return on plan assets 0 0 0
Amortization of prior service (credit) cost (42) (61) (61)
Recognized net actuarial loss (gain) 0 (40) 196
Net periodic benefit (credit) cost 325 286 532
Other changes in plan assets and benefit obligations recognized in other comprehensive income (loss)      
Net actuarial gain (815) (153) (2,598)
Recognized actuarial (loss) gain 61 40 (196)
Recognized prior service cost (credit) 43 61 61
Recognized in other comprehensive loss (711) (52) (2,733)
Total recognized in net periodic benefit cost and other comprehensive income (loss) (386) 234 (2,201)
SERP Plan      
Components of net periodic benefit cost      
Service cost 59 43 78
Interest cost 1,130 1,148 814
Expected return on plan assets 0 0 0
Amortization of prior service (credit) cost 226 278 277
Recognized net actuarial loss (gain) 0 0 847
Net periodic benefit (credit) cost 1,415 1,469 2,016
Other changes in plan assets and benefit obligations recognized in other comprehensive income (loss)      
Net actuarial gain (2,259) (315) (9,083)
Recognized actuarial (loss) gain 0 0 (847)
Recognized prior service cost (credit) (226) (278) (277)
Recognized in other comprehensive loss (2,485) (593) (10,207)
Total recognized in net periodic benefit cost and other comprehensive income (loss) $ (1,070) $ 876 $ (8,191)
v3.25.0.1
Employee Benefit Plans - Pre-Tax Amounts Recognized as Component of Accumulated Other Comprehensive Income (Loss) (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
DB Pension Plan      
Defined Benefit Plans and Other Postretirement Benefit Plans Table Text Block [Line Items]      
Net actuarial loss (gain) $ 25,123 $ 33,265 $ 38,468
Prior service cost (credit) 0 0 0
Total 25,123 33,265 38,468
Life and Healthcare Plan      
Defined Benefit Plans and Other Postretirement Benefit Plans Table Text Block [Line Items]      
Net actuarial loss (gain) (1,775) (1,022) (909)
Prior service cost (credit) (62) (104) (165)
Total (1,837) (1,126) (1,074)
SERP Plan      
Defined Benefit Plans and Other Postretirement Benefit Plans Table Text Block [Line Items]      
Net actuarial loss (gain) (1,972) 287 603
Prior service cost (credit) 1,085 1,311 1,588
Total $ (887) $ 1,598 $ 2,191
v3.25.0.1
Employee Benefit Plans - Weighed Average Assumptions Used (Details)
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Discount Rates      
Expected long-term return on plan assets 6.25% 6.25% 6.25%
DB Pension Plan      
Discount Rates      
Benefit Cost for Plan Year 4.75% 4.95% 2.63%
Benefit Obligation at End of Plan Year 5.42% 4.75% 4.95%
Life and Healthcare Plan      
Discount Rates      
Benefit Cost for Plan Year 4.79% 4.98% 2.69%
Benefit Obligation at End of Plan Year 5.46% 4.79% 4.98%
Rate of compensation increase      
Benefit Cost for Plan Year 4.00% 4.00% 4.00%
Benefit Obligation at End of Plan Year 4.00% 4.00% 4.00%
SERP Plan      
Discount Rates      
Benefit Cost for Plan Year 4.78% 4.98% 2.71%
Benefit Obligation at End of Plan Year 5.46% 4.78% 4.98%
Rate of compensation increase      
Benefit Cost for Plan Year 5.00% 5.00% 5.00%
Benefit Obligation at End of Plan Year 5.00% 5.00% 5.00%
v3.25.0.1
Employee Benefit Plans - Benefits Expected to be Paid Next Five Years (Details)
$ in Thousands
Dec. 31, 2024
USD ($)
DB Pension Plan  
Defined Benefit Plans and Other Postretirement Benefit Plans Table Text Block [Line Items]  
2025 $ 4,446
2026 4,620
2027 4,772
2028 4,744
2029 4,865
2029-2033 24,569
Total 48,016
Life and Healthcare Plan  
Defined Benefit Plans and Other Postretirement Benefit Plans Table Text Block [Line Items]  
2025 486
2026 487
2027 500
2028 493
2029 478
2029-2033 2,256
Total 4,700
SERP Plan  
Defined Benefit Plans and Other Postretirement Benefit Plans Table Text Block [Line Items]  
2025 958
2026 948
2027 925
2028 900
2029 1,069
2029-2033 9,706
Total $ 14,506
v3.25.0.1
Employee Benefit Plans - Pension Plan Weighted-Average Asset Allocations (Details) - DB Pension Plan
Dec. 31, 2024
Dec. 31, 2023
Defined Contribution Plan Disclosure [Line Items]    
Weighted-average asset allocations 100.00% 100.00%
Equity securities    
Defined Contribution Plan Disclosure [Line Items]    
Weighted-average asset allocations 60.00% 61.00%
Debt securities    
Defined Contribution Plan Disclosure [Line Items]    
Weighted-average asset allocations 39.00% 38.00%
Other    
Defined Contribution Plan Disclosure [Line Items]    
Weighted-average asset allocations 1.00% 1.00%
v3.25.0.1
Employee Benefit Plans - Major Categories of Assets in Pension Plan (Details) - DB Pension Plan - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Defined Benefit Plan Disclosure [Line Items]      
Total Fair Value of Plan Assets $ 88,316 $ 84,644 $ 78,885
(Level 1)      
Defined Benefit Plan Disclosure [Line Items]      
Total Fair Value of Plan Assets 88,316 84,644  
(Level 2)      
Defined Benefit Plan Disclosure [Line Items]      
Total Fair Value of Plan Assets 0 0  
(Level 3)      
Defined Benefit Plan Disclosure [Line Items]      
Total Fair Value of Plan Assets 0 0  
Cash and cash equivalents      
Defined Benefit Plan Disclosure [Line Items]      
Total Fair Value of Plan Assets 966 1,023  
Cash and cash equivalents | (Level 1)      
Defined Benefit Plan Disclosure [Line Items]      
Total Fair Value of Plan Assets 966 1,023  
Cash and cash equivalents | (Level 2)      
Defined Benefit Plan Disclosure [Line Items]      
Total Fair Value of Plan Assets 0 0  
Cash and cash equivalents | (Level 3)      
Defined Benefit Plan Disclosure [Line Items]      
Total Fair Value of Plan Assets 0 0  
Common stocks      
Defined Benefit Plan Disclosure [Line Items]      
Total Fair Value of Plan Assets 34,249 25,975  
Common stocks | (Level 1)      
Defined Benefit Plan Disclosure [Line Items]      
Total Fair Value of Plan Assets 34,249 25,975  
Common stocks | (Level 2)      
Defined Benefit Plan Disclosure [Line Items]      
Total Fair Value of Plan Assets 0 0  
Common stocks | (Level 3)      
Defined Benefit Plan Disclosure [Line Items]      
Total Fair Value of Plan Assets 0 0  
Mutual funds      
Defined Benefit Plan Disclosure [Line Items]      
Total Fair Value of Plan Assets 53,101 57,646  
Mutual funds | (Level 1)      
Defined Benefit Plan Disclosure [Line Items]      
Total Fair Value of Plan Assets 53,101 57,646  
Mutual funds | (Level 2)      
Defined Benefit Plan Disclosure [Line Items]      
Total Fair Value of Plan Assets 0 0  
Mutual funds | (Level 3)      
Defined Benefit Plan Disclosure [Line Items]      
Total Fair Value of Plan Assets $ 0 $ 0  
v3.25.0.1
Stock Plans and Stock Based Compensation - Narrative (Details)
$ / shares in Units, $ in Thousands
12 Months Ended
Dec. 31, 2024
USD ($)
$ / shares
shares
Dec. 31, 2023
USD ($)
$ / shares
shares
Dec. 31, 2022
USD ($)
$ / shares
shares
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Awards granted (in shares) 84,019 120,116  
Stock-based compensation expense | $ $ 4,631 $ 4,100 $ 4,343
Average grant date fair value (in dollars per share) | $ / shares $ 72.29    
SARs, shares of restricted stock and restricted units and performance share awards | 2019 Equity Plan      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Authorized number of awards (in shares) 2,275,000    
Restricted stock awards and restricted units and performance share awards      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Stock-based compensation expense | $ $ 4,600 4,400 4,800
Full-value share awards | 2019 Equity Plan      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Authorized number of awards (in shares) 535,294    
Reduction to shares available for grant (ratio) 4.25    
Stock options and SARs      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Stock-based compensation expense | $ $ 0 $ 0 $ 33
Unrecognized compensation cost stock option awards | $ $ 0    
Awards granted during period (in shares) 0 0 0
Stock options and SARs | 2019 Equity Plan      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award term (no more than) 10 years    
Stock options and SARs | 2019 Equity Plan | Minimum      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award vesting period 5 years    
Stock options and SARs | 2019 Equity Plan | Maximum      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award vesting period 7 years    
Stock Options And Stock Appreciation Rights With Expiration Date In 2026 | 2019 Equity Plan      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award vesting period 5 years    
Stock Options And Stock Appreciation Rights With Expiration Date In 2026 | 2019 Equity Plan | Year One      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award vesting, percentage 0.00%    
Stock Options And Stock Appreciation Rights With Expiration Date In 2026 | 2019 Equity Plan | Year Two      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award vesting, percentage 25.00%    
Stock Options And Stock Appreciation Rights With Expiration Date In 2026 | 2019 Equity Plan | Year Three      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award vesting, percentage 25.00%    
Stock Options And Stock Appreciation Rights With Expiration Date In 2026 | 2019 Equity Plan | Year Four      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award vesting, percentage 25.00%    
Stock Options And Stock Appreciation Rights With Expiration Date In 2026 | 2019 Equity Plan | Year Five      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award vesting, percentage 25.00%    
Stock Options And Stock Appreciation Rights, Not Expiring In 2026 | 2019 Equity Plan      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award vesting period 7 years    
Stock Options And Stock Appreciation Rights, Not Expiring In 2026 | 2019 Equity Plan | Year One      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award vesting, percentage 0.00%    
Stock Options And Stock Appreciation Rights, Not Expiring In 2026 | 2019 Equity Plan | Year Two      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award vesting, percentage 17.00%    
Stock Options And Stock Appreciation Rights, Not Expiring In 2026 | 2019 Equity Plan | Year Three      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award vesting, percentage 17.00%    
Stock Options And Stock Appreciation Rights, Not Expiring In 2026 | 2019 Equity Plan | Year Four      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award vesting, percentage 17.00%    
Stock Options And Stock Appreciation Rights, Not Expiring In 2026 | 2019 Equity Plan | Year Five      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award vesting, percentage 17.00%    
Stock Options And Stock Appreciation Rights, Not Expiring In 2026 | 2019 Equity Plan | Year Six      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award vesting, percentage 17.00%    
Stock Options And Stock Appreciation Rights, Not Expiring In 2026 | 2019 Equity Plan | Year Seven      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award vesting, percentage 15.00%    
Restricted stock      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Awards granted (in shares) 57,060 79,140 50,155
Average grant date fair value (in dollars per share) | $ / shares   $ 51.02 $ 81.48
Restricted Stock Awards and Restricted Stock Units granted In 2018 To 2022 | 2019 Equity Plan      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award vesting period 5 years    
Restricted Stock Awards and Restricted Stock Units granted In 2018 To 2022 | 2019 Equity Plan | Year One      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award vesting, percentage 0.00%    
Restricted Stock Awards and Restricted Stock Units granted In 2018 To 2022 | 2019 Equity Plan | Year Two      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award vesting, percentage 25.00%    
Restricted Stock Awards and Restricted Stock Units granted In 2018 To 2022 | 2019 Equity Plan | Year Three      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award vesting, percentage 25.00%    
Restricted Stock Awards and Restricted Stock Units granted In 2018 To 2022 | 2019 Equity Plan | Year Four      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award vesting, percentage 25.00%    
Restricted Stock Awards and Restricted Stock Units granted In 2018 To 2022 | 2019 Equity Plan | Year Five      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award vesting, percentage 25.00%    
Restricted Stock Units      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Awards granted (in shares) 7,030 12,630 8,215
Unrecognized compensation cost for non-option awards | $ $ 1,300    
Weighted average period for recognition 3 years 9 months 18 days    
Performance shares      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Awards granted (in shares)     2,615
Performance shares | 2019 Equity Plan      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Award performance period 3 years    
Performance Stock Units      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Awards granted (in shares) 19,929 28,346 16,284
Restricted Stock And Performance Awards      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Unrecognized compensation cost for non-option awards | $ $ 10,000    
Weighted average period for recognition 3 years 6 months    
v3.25.0.1
Stock Plans and Stock Based Compensation - Activity Related to Stock Options and SARs Under All Plans (Details) - USD ($)
$ / shares in Units, $ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Number of Shares/Rights      
Exercised (in shares) (2,375) (1,996) (6,465)
Outstanding, ending balance (in shares) 20,021    
Exercisable, ending balance (in shares) 20,021    
Weighted Average Exercise Price      
Outstanding, ending balance (in dollars per share) $ 66.51    
Exercisable, ending balance (in dollars per share) $ 66.51    
Weighted Average Remaining Contractual Term      
Outstanding (in years) 1 year 2 months 23 days    
Stock options and SARs      
Number of Shares/Rights      
Outstanding, beginning balance (in shares) 48,882    
Granted (in shares) 0    
Exercised (in shares) (18,325)    
Forfeited (in shares) (10,536)    
Outstanding, ending balance (in shares) 20,021 48,882  
Exercisable, ending balance (in shares) 20,021    
Weighted Average Exercise Price      
Outstanding, beginning balance (in dollars per share) $ 59.13    
Granted (in dollars per share) 0.00    
Exercised (in dollars per share) 50.21    
Forfeited (in dollars per share) 60.60    
Outstanding, ending balance (in dollars per share) 66.51 $ 59.13  
Exercisable, ending balance (in dollars per share) $ 66.51    
Weighted Average Remaining Contractual Term      
Outstanding (in years) 1 year 2 months 23 days    
Exercisable (in years) 1 year 2 months 23 days    
Aggregate Intrinsic Value      
Outstanding $ 131,642    
Exercisable $ 131,642    
v3.25.0.1
Stock Plans and Stock Based Compensation - Net Cash Proceeds, Tax Benefits and Intrinsic Value Related to Stock Options, SARs, and Restricted Stock (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Share-Based Payment Arrangement [Abstract]      
Proceeds from stock option exercises $ (115) $ (124) $ (538)
Tax benefits related to stock option exercises (134) (229) 196
Intrinsic value of stock option exercises $ 132 $ 270 $ 1,075
v3.25.0.1
Stock Plans and Stock Based Compensation - Options and SARs Outstanding and Exercisable (Details)
12 Months Ended
Dec. 31, 2024
$ / shares
shares
Share-based Payment Arrangement, Option, Exercise Price Range [Line Items]  
Number Outstanding (in shares) | shares 20,021
Weighted Average Remaining Contractual Life 1 year 2 months 23 days
Weighted Average Exercise Price (in dollars per share) $ 66.51
Number Exercisable (in shares) | shares 20,021
Weighted Average Exercise Price (in dollars per share) $ 66.51
$35.71-37.50  
Share-based Payment Arrangement, Option, Exercise Price Range [Line Items]  
Range of exercise prices, lower range (in dollars per share) 50.01
Range of exercise prices, upper range (in dollars per share) $ 76.90
Number Outstanding (in shares) | shares 19,799
Weighted Average Remaining Contractual Life 1 year 2 months 19 days
Weighted Average Exercise Price (in dollars per share) $ 66.29
Number Exercisable (in shares) | shares 19,799
Weighted Average Exercise Price (in dollars per share) $ 66.29
$37.51-41.00  
Share-based Payment Arrangement, Option, Exercise Price Range [Line Items]  
Range of exercise prices, lower range (in dollars per share) 76.91
Range of exercise prices, upper range (in dollars per share) $ 86.18
Number Outstanding (in shares) | shares 222
Weighted Average Remaining Contractual Life 1 year 10 months 20 days
Weighted Average Exercise Price (in dollars per share) $ 86.18
Number Exercisable (in shares) | shares 222
Weighted Average Exercise Price (in dollars per share) $ 86.18
v3.25.0.1
Stock Plans and Stock Based Compensation - Activity Related to Restricted Stock Awards (Details) - $ / shares
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Number of Shares    
Unvested, beginning of year (in shares) 269,913  
Granted (in shares) 84,019 120,116
Vested (in shares) (53,779)  
Forfeited (in shares) (18,556)  
Unvested, end of year (in shares) 281,597 269,913
Weighted Average Grant Date Fair Value    
Beginning balance (in dollars per share) $ 63.22  
Granted (in dollars per share) 72.29  
Vested (in dollars per share) 76.59  
Forfeited (in dollars per share) 66.78  
Ending balance (in dollars per share) $ 62.33 $ 63.22
v3.25.0.1
Other Noninterest Income and Expense (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Other Income and Expenses [Abstract]      
Reporting threshold for other income and operating expenses (percent, greater than) 1.00%    
NONINTEREST INCOME      
Other service charges $ 2,753 $ 2,625 $ 2,703
Increase in cash surrender value of corporate owned life insurance 2,768 1,727 1,162
Net gain on sale of loans 1,001 96 155
Other miscellaneous income 3,539 2,063 1,905
Total other noninterest income 10,061 6,511 5,925
NONINTEREST EXPENSES      
Marketing expense 4,075 5,264 5,708
Professional fees 6,514 7,535 6,931
Technology expense 14,686 15,939 15,167
Cardholder expense 4,053 4,238 4,560
FDIC insurance 5,696 4,298 2,798
Legal expense 1,185 1,709 1,414
Other miscellaneous expenses 14,990 17,331 13,919
Total other noninterest expenses $ 51,199 $ 56,314 $ 50,497
v3.25.0.1
Revenue Recognition - Narrative (Details)
12 Months Ended
Dec. 31, 2024
Revenue from Contract with Customer [Abstract]  
Mutual fund and investment income, recognition period 3 months
v3.25.0.1
Revenue Recognition - Disaggregation of Noninterest Income (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Disaggregation of Revenue [Line Items]      
Noninterest Income (in-scope of ASC 606) $ 79,330 $ 75,027 $ 73,972
Noninterest Income (out-of-scope of ASC 606) 8,797 (64,786) 4,000
Total Noninterest Income 88,127 10,241 77,972
Insurance Revenues      
Disaggregation of Revenue [Line Items]      
Noninterest Income (in-scope of ASC 606) 39,100 37,351 36,201
Investment Service Income      
Disaggregation of Revenue [Line Items]      
Noninterest Income (in-scope of ASC 606) 19,589 17,951 18,091
Service Charges on Deposit Accounts      
Disaggregation of Revenue [Line Items]      
Noninterest Income (in-scope of ASC 606) 7,288 6,913 7,365
Card Services Income      
Disaggregation of Revenue [Line Items]      
Noninterest Income (in-scope of ASC 606) 12,057 11,488 11,024
Other      
Disaggregation of Revenue [Line Items]      
Noninterest Income (in-scope of ASC 606) $ 1,296 $ 1,324 $ 1,291
v3.25.0.1
Income Taxes - Income Tax Expense (Benefit) Attributable to Income from Operations (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Current      
Federal $ 20,248 $ 2,583 $ 19,238
State 4,837 346 4,409
Total 25,085 2,929 23,647
Deferred      
Federal (3,313) 381 994
State 231 (815) (84)
Deferred tax benefit (3,082) (434) 910
Federal Total 16,935 2,964 20,232
State Total 5,068 (469) 4,325
Tax expense (benefit) $ 22,003 $ 2,495 $ 24,557
v3.25.0.1
Income Taxes - Income Tax Rate Reconciliation (Details)
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Income Tax Disclosure [Abstract]      
Statutory federal income tax rate 21.00% 21.00% 21.00%
State income taxes, net of federal benefit 4.50% (3.10%) 3.10%
Tax exempt income (1.30%) (9.40%) (1.10%)
Excess benefits from equity-based compensation (0.10%) 1.10% (0.30%)
Bank-owned life insurance income (0.60%) (3.00%) (0.20%)
Surrender of Bank-owned life insurance 0.00% 13.60% 0.00%
Federal tax credit (0.20%) (0.80%) (0.00%)
Non-Deductible Meals & Entertainment 0.10% 1.30% 0.00%
Section 162(m) Limitation 0.10% 1.10% 0.20%
Deductible ESOP Dividends under 404(k) (0.30%) (2.50%) (0.30%)
All other 0.50% 1.50% 0.00%
Total 23.70% 20.80% 22.40%
v3.25.0.1
Income Taxes - Deferred Tax Assets and Liabilities (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Deferred tax assets:      
Allowance for credit losses $ 14,733 $ 13,731  
Lease liability 7,119 7,267  
Interest income on nonperforming loans 870 992  
Compensation and benefits 12,936 12,414  
Purchase accounting adjustments 323 424  
Liabilities held at fair value 78 54  
Deferred loan fees and costs 1,290 1,111  
Net operating loss carryforwards 0 491  
Other 753 744  
Total 38,102 37,228  
Deferred tax liabilities:      
Prepaid pension 12,019 11,813  
Right of use asset 6,763 6,955  
Depreciation 3,068 3,505  
Intangibles 1,675 1,600  
Leases 2,199 2,688  
Taxable bank-owned life insurance policies 0 1,834  
Contingent Commissions 871 778  
Other 1,336 855  
Total deferred tax liabilities 27,931 30,028  
Net deferred tax asset at year-end 10,171 7,200 $ 6,766
Net deferred tax asset at beginning of year 7,200 6,766  
Increase in net deferred tax asset 2,971 434  
Investments in tax credit structures accounting standard adoption recorded through equity 111 0  
Deferred tax benefit $ (3,082) $ (434) $ 910
v3.25.0.1
Income Taxes - Narrative (Details) - USD ($)
Dec. 31, 2024
Dec. 31, 2023
Operating Loss Carryforwards [Line Items]    
Deferred tax assets (liabilities) related to net unrealized holdings losses/(gains) in the available-for-sale securities portfolio $ 33,900,000 $ 32,700,000
Deferred tax assets related to employee benefit plans 5,600,000 8,400,000
Valuation allowance 0 $ 0
NEW YORK    
Operating Loss Carryforwards [Line Items]    
Net operating loss carryforwards 8,500,000  
New York City    
Operating Loss Carryforwards [Line Items]    
Net operating loss carryforwards $ 344,000  
v3.25.0.1
Other Comprehensive Income (Loss) - Tax Effect Allocated to Each Component of Other Comprehensive Income (Loss) (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Before-Tax Amount      
Change in net unrealized gain (loss) during the period   $ 4,516  
Net unrealized gains/losses / Other comprehensive (loss) income $ 7,578 110,841 $ (202,310)
Tax (Expense) Benefit      
Reclassification adjustment   (1,106)  
Other Comprehensive Income, Net unrealized losses (1,065) (27,157) 49,571
Net of Tax      
Other comprehensive gain (loss), before reclassifications   3,410  
Other comprehensive income (loss) 6,513 83,684 (152,739)
Available-for-sale securities      
Before-Tax Amount      
Change in net unrealized gain (loss) during the period (3,709) 35,008 (229,463)
Reclassification adjustment for net realized gains on sale of available-for-sale debt securities included in net income (50) 69,984 11,916
Net unrealized gains/losses / Other comprehensive (loss) income (3,759) 104,992 (217,547)
Tax (Expense) Benefit      
Other comprehensive gain (loss), before reclassifications 1,588 (8,578) 56,223
Reclassification adjustment 12 (17,146) (2,919)
Other Comprehensive Income, Net unrealized losses 1,600 (25,724) 53,304
Net of Tax      
Other comprehensive gain (loss), before reclassifications (2,121) 26,430 (173,240)
Reclassification adjustment (38) 52,838 8,997
Other comprehensive income (loss) (2,159) 79,268 (164,243)
Net retirement plan actuarial (loss) gain      
Before-Tax Amount      
Change in net unrealized gain (loss) during the period 10,240   12,761
Reclassification adjustment for net realized gains on sale of available-for-sale debt securities included in net income 915 1,116 2,260
Tax (Expense) Benefit      
Other comprehensive gain (loss), before reclassifications (2,408)   (3,127)
Reclassification adjustment (215) (273) (554)
Net of Tax      
Other comprehensive gain (loss), before reclassifications 7,832   9,634
Reclassification adjustment 700 843 1,706
Amortization of net retirement plan prior service cost      
Before-Tax Amount      
Reclassification adjustment for net realized gains on sale of available-for-sale debt securities included in net income 182 217 216
Tax (Expense) Benefit      
Reclassification adjustment (42) (54) (52)
Net of Tax      
Reclassification adjustment 140 163 164
Employee benefit plans      
Before-Tax Amount      
Net unrealized gains/losses / Other comprehensive (loss) income 11,337 5,849 15,237
Tax (Expense) Benefit      
Other Comprehensive Income, Net unrealized losses (2,665) (1,433) (3,733)
Net of Tax      
Other comprehensive income (loss) $ 8,672 $ 4,416 $ 11,504
v3.25.0.1
Other Comprehensive Income (Loss) - Accumulated Other Comprehensive Loss (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
AOCI Including Portion Attributable to Noncontrolling Interest, Net of Tax [Roll Forward]      
Beginning balances $ 669,934 $ 617,390 $ 728,941
Other comprehensive (loss) income 6,513 83,684 (152,739)
Ending balances 713,444 669,934 617,390
Accumulated Other Comprehensive (Loss) Income      
AOCI Including Portion Attributable to Noncontrolling Interest, Net of Tax [Roll Forward]      
Beginning balances (125,005) (208,689) (55,950)
Other comprehensive (loss) income 6,513 83,684 (152,739)
Ending balances (118,492) (125,005) (208,689)
Available-for- Sale Debt Securities      
AOCI Including Portion Attributable to Noncontrolling Interest, Net of Tax [Roll Forward]      
Beginning balances (99,535) (178,803) (14,560)
Other comprehensive (loss) income (2,159) 79,268 (164,243)
Ending balances (101,694) (99,535) (178,803)
Employee Benefit Plans      
AOCI Including Portion Attributable to Noncontrolling Interest, Net of Tax [Roll Forward]      
Beginning balances (25,470) (29,886) (41,390)
Other comprehensive (loss) income 8,672 4,416 11,504
Ending balances $ (16,798) $ (25,470) $ (29,886)
v3.25.0.1
Other Comprehensive Income (Loss) - Schedule of Amounts Reclassified Out of Accumulated Other Comprehensive Income (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Reclassification Adjustment out of Accumulated Other Comprehensive Income on Derivatives [Line Items]      
Net gain (loss) on securities transactions $ 32 $ (69,973) $ (634)
Tax expense (benefit) (22,003) (2,495) (24,557)
Other operating expense (51,199) (56,314) (50,497)
Total before tax 92,976 12,124 109,713
Net Income Attributable to Tompkins Financial Corporation 70,850 9,505 $ 85,030
Amount Reclassified from Accumulated Other Comprehensive Income (Loss) | Available-for-sale securities      
Reclassification Adjustment out of Accumulated Other Comprehensive Income on Derivatives [Line Items]      
Net gain (loss) on securities transactions 50 (69,984)  
Tax expense (benefit) (12) 17,146  
Net Income Attributable to Tompkins Financial Corporation 38 (52,838)  
Amount Reclassified from Accumulated Other Comprehensive Income (Loss) | Net retirement plan actuarial loss      
Reclassification Adjustment out of Accumulated Other Comprehensive Income on Derivatives [Line Items]      
Other operating expense (915) (1,116)  
Amount Reclassified from Accumulated Other Comprehensive Income (Loss) | Net retirement plan prior service cost      
Reclassification Adjustment out of Accumulated Other Comprehensive Income on Derivatives [Line Items]      
Other operating expense (182) (217)  
Amount Reclassified from Accumulated Other Comprehensive Income (Loss) | Employee benefit plans      
Reclassification Adjustment out of Accumulated Other Comprehensive Income on Derivatives [Line Items]      
Tax expense (benefit) 257 327  
Total before tax (1,097) (1,333)  
Net Income Attributable to Tompkins Financial Corporation $ (840) $ (1,006)  
v3.25.0.1
Commitments and Contingent Liabilities (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Loss Contingencies [Line Items]    
Maximum potential obligations to extend credit for loan commitments $ 1,325,334 $ 1,168,989
Commitments to sell mortgages to unrelated investors on a loan-by-loan basis 4,730  
Loan commitments    
Loss Contingencies [Line Items]    
Maximum potential obligations to extend credit for loan commitments 152,255 109,342
Standby letters of credit    
Loss Contingencies [Line Items]    
Maximum potential obligations to extend credit for loan commitments 38,525 39,089
Undisbursed portion of lines of credit    
Loss Contingencies [Line Items]    
Maximum potential obligations to extend credit for loan commitments $ 1,134,554 $ 1,020,558
v3.25.0.1
Earnings Per Share (Details) - USD ($)
$ / shares in Units, $ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Basic      
Net income available to common shareholders $ 70,850 $ 9,505 $ 85,030
Less: income attributable to unvested stock-based compensation awards 0 (42) (250)
Net earnings allocated to common shareholders $ 70,850 $ 9,463 $ 84,780
Weighted average shares outstanding, including unvested stock-based compensation awards (in shares) 14,404,233 14,442,077 14,532,448
Less: unvested stock-based compensation awards (in shares) (186,127) (187,416) (204,168)
Weighted average shares outstanding - Basic (in shares) 14,218,106 14,254,661 14,328,280
Diluted      
Net earnings allocated to common shareholders $ 70,850 $ 9,463 $ 84,780
Weighted average shares outstanding - Basic (in shares) 14,218,106 14,254,661 14,328,280
Plus: incremental shares from assumed conversion of stock-based compensation awards (in shares) 50,337 46,560 76,014
Weighted average shares outstanding - Diluted (in shares) 14,268,443 14,301,221 14,404,294
Basic EPS (in dollars per share) $ 4.98 $ 0.66 $ 5.92
Diluted EPS (in dollars per share) $ 4.97 $ 0.66 $ 5.89
Antidilutive securities excluded from computation of earning per share (in shares) 8,476 39,266 1,554
v3.25.0.1
Fair Value Measurements - Financial Assets and Financial Liabilities Measured at Fair Value (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Assets    
Equity securities, at fair value $ 768 $ 787
Derivatives designated as hedging instruments    
Assets    
Derivative assets 864 1,503
Derivatives not designated as hedging instruments    
Assets    
Derivative assets 1,831 1,610
Liabilities    
Derivatives not designated as hedging instruments 2,073 1,826
Recurring | Fair Value    
Assets    
Available-for-sale securities 1,231,532 1,416,650
Equity securities, at fair value 768 787
Liabilities    
Derivatives not designated as hedging instruments 2,073 1,826
Recurring | Derivatives designated as hedging instruments | Fair Value    
Assets    
Derivative assets 864 1,503
Recurring | Derivatives not designated as hedging instruments | Fair Value    
Assets    
Derivative assets 1,831 1,610
Recurring | U.S. Treasuries | Fair Value    
Assets    
Available-for-sale securities 71,497 109,904
Recurring | Obligations of U.S. Government sponsored entities | Fair Value    
Assets    
Available-for-sale securities 380,280 456,458
Recurring | Obligations of U.S. states and political subdivisions | Fair Value    
Assets    
Available-for-sale securities 77,694 81,924
Recurring | U.S. Government agencies | Fair Value    
Assets    
Available-for-sale securities 63,254 45,240
Recurring | U.S. Government sponsored entities | Fair Value    
Assets    
Available-for-sale securities 636,360 720,830
Recurring | U.S. corporate debt securities | Fair Value    
Assets    
Available-for-sale securities 2,447 2,294
Recurring | (Level 1) | Fair Value    
Assets    
Available-for-sale securities 0 0
Equity securities, at fair value 0 0
Liabilities    
Derivatives not designated as hedging instruments 0 0
Recurring | (Level 1) | Derivatives designated as hedging instruments | Fair Value    
Assets    
Derivative assets 0 0
Recurring | (Level 1) | Derivatives not designated as hedging instruments | Fair Value    
Assets    
Derivative assets 0 0
Recurring | (Level 1) | U.S. Treasuries | Fair Value    
Assets    
Available-for-sale securities 0 0
Recurring | (Level 1) | Obligations of U.S. Government sponsored entities | Fair Value    
Assets    
Available-for-sale securities 0 0
Recurring | (Level 1) | Obligations of U.S. states and political subdivisions | Fair Value    
Assets    
Available-for-sale securities 0 0
Recurring | (Level 1) | U.S. Government agencies | Fair Value    
Assets    
Available-for-sale securities 0 0
Recurring | (Level 1) | U.S. Government sponsored entities | Fair Value    
Assets    
Available-for-sale securities 0 0
Recurring | (Level 1) | U.S. corporate debt securities | Fair Value    
Assets    
Available-for-sale securities 0 0
Recurring | (Level 2) | Fair Value    
Assets    
Available-for-sale securities 1,231,532 1,416,650
Equity securities, at fair value 0 0
Liabilities    
Derivatives not designated as hedging instruments 2,073 1,826
Recurring | (Level 2) | Derivatives designated as hedging instruments | Fair Value    
Assets    
Derivative assets 864 1,503
Recurring | (Level 2) | Derivatives not designated as hedging instruments | Fair Value    
Assets    
Derivative assets 1,831 1,610
Recurring | (Level 2) | U.S. Treasuries | Fair Value    
Assets    
Available-for-sale securities 71,497 109,904
Recurring | (Level 2) | Obligations of U.S. Government sponsored entities | Fair Value    
Assets    
Available-for-sale securities 380,280 456,458
Recurring | (Level 2) | Obligations of U.S. states and political subdivisions | Fair Value    
Assets    
Available-for-sale securities 77,694 81,924
Recurring | (Level 2) | U.S. Government agencies | Fair Value    
Assets    
Available-for-sale securities 63,254 45,240
Recurring | (Level 2) | U.S. Government sponsored entities | Fair Value    
Assets    
Available-for-sale securities 636,360 720,830
Recurring | (Level 2) | U.S. corporate debt securities | Fair Value    
Assets    
Available-for-sale securities 2,447 2,294
Recurring | (Level 3) | Fair Value    
Assets    
Available-for-sale securities 0 0
Equity securities, at fair value 768 787
Liabilities    
Derivatives not designated as hedging instruments 0 0
Recurring | (Level 3) | Derivatives designated as hedging instruments | Fair Value    
Assets    
Derivative assets 0 0
Recurring | (Level 3) | Derivatives not designated as hedging instruments | Fair Value    
Assets    
Derivative assets 0 0
Recurring | (Level 3) | U.S. Treasuries | Fair Value    
Assets    
Available-for-sale securities 0 0
Recurring | (Level 3) | Obligations of U.S. Government sponsored entities | Fair Value    
Assets    
Available-for-sale securities 0 0
Recurring | (Level 3) | Obligations of U.S. states and political subdivisions | Fair Value    
Assets    
Available-for-sale securities 0 0
Recurring | (Level 3) | U.S. Government agencies | Fair Value    
Assets    
Available-for-sale securities 0 0
Recurring | (Level 3) | U.S. Government sponsored entities | Fair Value    
Assets    
Available-for-sale securities 0 0
Recurring | (Level 3) | U.S. corporate debt securities | Fair Value    
Assets    
Available-for-sale securities $ 0 $ 0
v3.25.0.1
Fair Value Measurements - Fair Value Measurements at Reporting Date and Gain (Losses) from Fair Value Changes. (Details) - Non-Recurring - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Individually evaluated loans $ 7,471 $ 40,681
Gain (losses) from fair value changes on impaired loans 249 826
Other real estate owned 14,314 131
Gain (losses) from fair value changes on other real estate owned 43 23
(Level 1)    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Individually evaluated loans 0 0
Other real estate owned 0 0
(Level 2)    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Individually evaluated loans 0 0
Other real estate owned 0 0
(Level 3)    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Individually evaluated loans 7,471 40,681
Other real estate owned $ 14,314 $ 131
v3.25.0.1
Fair Value Measurements - Estimated Fair Value of Financial Instruments (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Financial Assets:    
Securities - held-to-maturity $ 267,295 $ 267,455
FHLB stock and other stock 42,255 33,719
Financial Liabilities:    
Time deposits 1,068,375 998,013
Federal funds purchased and securities sold under agreements to repurchase 37,036 50,996
Other borrowings 790,247 602,100
(Level 1)    
Financial Assets:    
Cash and cash equivalents 134,398 79,542
Securities - held-to-maturity 0 0
FHLB stock and other stock 0 0
Accrued interest receivable 0 0
 Loans and leases, net 0 0
Financial Liabilities:    
Time deposits 0 0
Other deposits 0 0
Federal funds purchased and securities sold under agreements to repurchase 0 0
Other borrowings 0 0
Trust preferred debentures 0  
Accrued interest payable 0 0
(Level 2)    
Financial Assets:    
Cash and cash equivalents 0 0
Securities - held-to-maturity 267,295 267,455
FHLB stock and other stock 42,255 33,719
Accrued interest receivable 28,823 26,107
 Loans and leases, net 0 0
Financial Liabilities:    
Time deposits 1,064,548 990,933
Other deposits 5,403,430 5,401,834
Federal funds purchased and securities sold under agreements to repurchase 37,036 50,996
Other borrowings 789,915 600,814
Trust preferred debentures 0  
Accrued interest payable 4,854 3,474
(Level 3)    
Financial Assets:    
Cash and cash equivalents 0 0
Securities - held-to-maturity 0 0
FHLB stock and other stock 0 0
Accrued interest receivable 0 0
 Loans and leases, net 5,584,661 5,126,679
Financial Liabilities:    
Time deposits 0 0
Other deposits 0 0
Federal funds purchased and securities sold under agreements to repurchase 0 0
Other borrowings 0 0
Trust preferred debentures 0  
Accrued interest payable 0 0
Carrying Amount    
Financial Assets:    
Cash and cash equivalents 134,398 79,542
Securities - held-to-maturity 312,462 312,401
FHLB stock and other stock 42,255 33,719
Accrued interest receivable 28,823 26,107
 Loans and leases, net 5,963,426 5,554,351
Financial Liabilities:    
Time deposits 1,068,375 998,013
Other deposits 5,403,430 5,401,834
Federal funds purchased and securities sold under agreements to repurchase 37,036 50,996
Other borrowings 790,247 602,100
Trust preferred debentures 0  
Accrued interest payable 4,854 3,474
Fair Value    
Financial Assets:    
Cash and cash equivalents 134,398 79,542
Securities - held-to-maturity 267,295 267,455
FHLB stock and other stock 42,255 33,719
Accrued interest receivable 28,823 26,107
 Loans and leases, net 5,584,661 5,126,679
Financial Liabilities:    
Time deposits 1,064,548 990,933
Other deposits 5,403,430 5,401,834
Federal funds purchased and securities sold under agreements to repurchase 37,036 50,996
Other borrowings 789,915 600,814
Trust preferred debentures 0  
Accrued interest payable $ 4,854 $ 3,474
v3.25.0.1
Regulations and Supervision (Details)
$ in Thousands
Dec. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Banking Regulation, Total Capital [Abstract]    
Total Capital (to risk-weighted assets), Actual Amount $ 796,226 $ 754,792
Total Capital (to risk-weighted assets), Actual Ratio 0.131 0.134
Total Capital (to risk-weighted assets), Minimum Capital Required, Amount $ 639,844 $ 593,213
Total Capital (to risk-weighted assets), Minimum Capital Required, Ratio 0.105 0.105
Total Capital (to risk-weighted assets), Required to be Well Capitalized, Amount $ 609,375 $ 564,965
Total Capital (to risk-weighted assets), Required to be Well Capitalized, Ratio 0.100 0.100
Common Equity Tier 1 Capital (To Risk-weighted Assets)    
Common Equity Tier 1 Capital (to risk-weighted assets), Actual Amount $ 738,266 $ 699,525
Common Equity Tier 1 Capital (to risk-weighted assets), Actual Ratio 0.121 0.124
Common Equity Tier 1 Capital (to risk-weighted assets), Minimum Capital Required, Amount $ 426,563 $ 395,476
Common Equity Tier 1 Capital (to risk-weighted assets), Minimum Capital Required, Ratio 7.00% 7.00%
Common Equity Tier 1 Capital (to risk-weighted assets), Required to be Well Capitalized, Amount $ 396,094 $ 367,227
Common Equity Tier 1 Capital (to risk-weighted assets), Required to be Well Capitalized, Ratio 6.50% 6.50%
Tier 1 Capital (To Risk-weighted Assets)    
Tier 1 Capital (to risk-weighted assets), Actual Amount $ 738,266 $ 699,525
Tier 1 Capital (to risk-weighted assets), Actual Ratio 0.121 0.124
Tier 1 Capital (to risk-weighted assets), Minimum Capital Required, Amount $ 517,969 $ 480,220
Tier 1 Capital (to risk-weighted assets), Minimum Capital Required, Ratio 0.085 0.085
Tier 1 Capital (to risk-weighted assets), Required to be Well Capitalized, Amount $ 487,500 $ 451,972
Tier 1 Capital (to risk-weighted assets), Required to be Well Capitalized, Ratio 0.080 0.080
Tier 1 Leverage Capital (To Average Assets)    
Tier 1 Capital (to average assets), Actual Amount $ 738,266 $ 699,525
Tier 1 Capital (to average assets), Actual Ratio 0.093 0.091
Tier 1 Capital (to average assets), Minimum Capital Required, Amount $ 318,498 $ 308,269
Tier 1 Capital (to average assets), Minimum Capital Required, Ratio 0.040 0.040
Tier 1 Capital (to average assets), Required to be Well Capitalized, Amount $ 398,123 $ 385,337
Tier 1 Capital (to average assets), Required to be Well Capitalized, Ratio 0.050 0.050
Subsidiaries    
Banking Regulation, Total Capital [Abstract]    
Total Capital (to risk-weighted assets), Actual Amount $ 754,991 $ 721,297
Total Capital (to risk-weighted assets), Actual Ratio 0.124 0.128
Total Capital (to risk-weighted assets), Minimum Capital Required, Amount $ 638,719 $ 591,445
Total Capital (to risk-weighted assets), Minimum Capital Required, Ratio 0.105 0.105
Total Capital (to risk-weighted assets), Required to be Well Capitalized, Amount $ 608,304 $ 563,281
Total Capital (to risk-weighted assets), Required to be Well Capitalized, Ratio 0.100 0.100
Common Equity Tier 1 Capital (To Risk-weighted Assets)    
Common Equity Tier 1 Capital (to risk-weighted assets), Actual Amount $ 697,031 $ 666,030
Common Equity Tier 1 Capital (to risk-weighted assets), Actual Ratio 0.115 0.118
Common Equity Tier 1 Capital (to risk-weighted assets), Minimum Capital Required, Amount $ 425,813 $ 394,297
Common Equity Tier 1 Capital (to risk-weighted assets), Minimum Capital Required, Ratio 7.00% 7.00%
Common Equity Tier 1 Capital (to risk-weighted assets), Required to be Well Capitalized, Amount $ 395,398 $ 366,133
Common Equity Tier 1 Capital (to risk-weighted assets), Required to be Well Capitalized, Ratio 6.50% 6.50%
Tier 1 Capital (To Risk-weighted Assets)    
Tier 1 Capital (to risk-weighted assets), Actual Amount $ 697,031 $ 666,030
Tier 1 Capital (to risk-weighted assets), Actual Ratio 0.115 0.118
Tier 1 Capital (to risk-weighted assets), Minimum Capital Required, Amount $ 517,058 $ 478,789
Tier 1 Capital (to risk-weighted assets), Minimum Capital Required, Ratio 0.085 0.085
Tier 1 Capital (to risk-weighted assets), Required to be Well Capitalized, Amount $ 486,643 $ 450,625
Tier 1 Capital (to risk-weighted assets), Required to be Well Capitalized, Ratio 0.080 0.080
Tier 1 Leverage Capital (To Average Assets)    
Tier 1 Capital (to average assets), Actual Amount $ 697,031 $ 666,030
Tier 1 Capital (to average assets), Actual Ratio 0.088 0.087
Tier 1 Capital (to average assets), Minimum Capital Required, Amount $ 317,914 $ 307,956
Tier 1 Capital (to average assets), Minimum Capital Required, Ratio 0.040 0.040
Tier 1 Capital (to average assets), Required to be Well Capitalized, Amount $ 397,393 $ 384,945
Tier 1 Capital (to average assets), Required to be Well Capitalized, Ratio 0.050 0.050
v3.25.0.1
Condensed Parent Company Only Financial Statements - Condensed Statements of Condition (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Assets      
Investment in subsidiaries $ 671 $ 485  
Total Assets 8,109,080 7,819,749 $ 7,670,686
Liabilities and Shareholders’ Equity      
Other liabilities 96,548 96,872  
Tompkins Financial Corporation Shareholders’ Equity 713,444 668,522  
Total Liabilities and Equity 8,109,080 7,819,749  
Tompkins (the Parent Company)      
Assets      
Cash 23,866 10,710  
Investment in subsidiaries 689,485 650,595  
Other 1,272 8,455  
Total Assets 714,623 669,760  
Liabilities and Shareholders’ Equity      
Other liabilities 1,179 1,238  
Tompkins Financial Corporation Shareholders’ Equity 713,444 668,522  
Total Liabilities and Equity $ 714,623 $ 669,760  
v3.25.0.1
Condensed Parent Company Only Financial Statements - Condensed Statement of Income (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Condensed Income Statements, Captions [Line Items]      
Interest expense $ 136,472 $ 87,844 $ 21,043
Income tax benefit (22,003) (2,495) (24,557)
Net Income Attributable to Tompkins Financial Corporation 70,850 9,505 85,030
Tompkins (the Parent Company)      
Condensed Income Statements, Captions [Line Items]      
Dividends received from subsidiaries 51,473 42,634 62,559
Other income 305 297 147
Total Operating Income 51,778 42,931 62,706
Other expenses 12,929 13,117 11,295
Total Operating Expenses 12,929 13,117 11,295
Earnings of Subsidiaries 38,849 29,814 51,411
Income tax benefit 3,170 3,223 2,841
Equity in undistributed earnings of subsidiaries 28,831 (23,532) 30,778
Net Income Attributable to Tompkins Financial Corporation $ 70,850 $ 9,505 $ 85,030
v3.25.0.1
Condensed Parent Company Only Financial Statements - Condensed Cash Flow Statements (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Operating activities      
Net income $ 70,850 $ 9,505 $ 85,030
Adjustments to reconcile net income to net cash provided by operating activities      
Other, net 12,841 (10,169) (4,151)
Net Cash Provided by Operating Activities 94,966 89,003 103,340
Investing activities      
Other, net (1,261) 654 (431)
Net Cash (Used in) Provided by Investing Activities (250,441) (146,301) (8,444)
Financing activities      
Cash dividends (35,049) (34,512) (33,565)
Repurchase of common shares 0 (8,726) (15,430)
Shares issued for employee and other stock ownership plans 0 0 2,951
Net proceeds from exercise of stock options (115) (124) (538)
Net Cash Provided by (Used in) Financing Activities 210,331 59,003 (80,166)
Net Increase in Cash and Cash Equivalents 54,856 1,705 14,730
Cash and cash equivalents at beginning of period 79,542 77,837 63,107
Total Cash and Cash Equivalents at End of Period 134,398 79,542 77,837
Tompkins (the Parent Company)      
Operating activities      
Net income 70,850 9,505 85,030
Adjustments to reconcile net income to net cash provided by operating activities      
Equity in undistributed earnings of subsidiaries (28,831) 23,532 (30,778)
Other, net 7,644 (7,350) 3,561
Net Cash Provided by Operating Activities 49,663 25,687 57,813
Investing activities      
Repayment of investments in and advances to subsidiaries 0 0 350
Other, net (271) 1,015 29
Net Cash (Used in) Provided by Investing Activities (271) 1,015 379
Financing activities      
Cash dividends (35,049) (34,512) (33,565)
Repurchase of common shares 0 (8,726) (15,430)
Net proceeds from restricted stock awards (1,242) (1,173) (1,758)
Shares issued for employee and other stock ownership plans 170 0 2,951
Net proceeds from exercise of stock options (115) (124) (538)
Net Cash Provided by (Used in) Financing Activities (36,236) (44,535) (48,340)
Net Increase in Cash and Cash Equivalents 13,156 (17,833) 9,852
Cash and cash equivalents at beginning of period 10,710 28,543 18,691
Total Cash and Cash Equivalents at End of Period $ 23,866 $ 10,710 $ 28,543
v3.25.0.1
Segment and Related Information - Narrative (Details)
12 Months Ended
Dec. 31, 2024
banking_Office
segment
office
Segment Reporting Information [Line Items]  
Number of reportable business segments | segment 3
Tompkins Insurance Agencies Inc  
Segment Reporting Information [Line Items]  
Ownership percentage by parent 100.00%
Ithaca, NY  
Segment Reporting Information [Line Items]  
Number of banking offices 12
Genesee Valley Region  
Segment Reporting Information [Line Items]  
Number of banking offices 14
Counties North of New York City  
Segment Reporting Information [Line Items]  
Number of banking offices 12
Southeastern Pennsylvania  
Segment Reporting Information [Line Items]  
Number of banking offices 16
Western New York  
Segment Reporting Information [Line Items]  
Nature of operations, number of offices | office 4
v3.25.0.1
Segment and Related Information - Segment Information (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Dec. 31, 2021
Segment Reporting Information [Line Items]        
Interest income $ 347,574 $ 297,358 $ 251,324  
Interest expense 136,472 87,844 21,043  
Net Interest Income 211,102 209,514 230,281  
Provision (credit) for credit loss expense 6,611 4,339 2,789  
Noninterest income 88,127 10,241 77,972  
Noninterest expense 199,642 203,292 195,751  
Income Before Income Tax Expense 92,976 12,124 109,713  
Income tax expense 22,003 2,495 24,557  
Net Income Attributable to Noncontrolling Interests and Tompkins Financial Corporation 70,973 9,629 85,156  
Less: Net income attributable to noncontrolling interests 123 124 126  
Net Income Attributable to Tompkins Financial Corporation 70,850 9,505 85,030  
Depreciation and amortization 10,143 11,399 10,684  
Assets 8,109,080 7,819,749 7,670,686  
Goodwill 92,602 92,602 92,602  
Other intangibles, net 2,203 2,327 2,708  
Net Loans and Leases 5,963,426 5,554,351 5,222,977  
Deposits 6,471,805 6,399,847 6,602,295  
Total equity 713,444 669,934 617,390 $ 728,941
Banking        
Segment Reporting Information [Line Items]        
Goodwill 64,524 64,524 64,524  
Insurance        
Segment Reporting Information [Line Items]        
Goodwill 19,867 19,867 19,867  
Wealth Management        
Segment Reporting Information [Line Items]        
Goodwill 8,211 8,211 8,211  
Operating Segments | Banking        
Segment Reporting Information [Line Items]        
Interest income 347,574 297,358 251,324  
Interest expense 136,477 87,849 21,048  
Net Interest Income 211,097 209,509 230,276  
Provision (credit) for credit loss expense 6,611 4,339 2,789  
Noninterest income 29,991 (43,667) 25,394  
Noninterest expense 157,320 162,312 156,186  
Income Before Income Tax Expense 77,157 (809) 96,695  
Income tax expense 17,807 (1,007) 21,085  
Net Income Attributable to Noncontrolling Interests and Tompkins Financial Corporation 59,350 198 75,610  
Less: Net income attributable to noncontrolling interests 123 124 126  
Net Income Attributable to Tompkins Financial Corporation 59,227 74 75,484  
Depreciation and amortization 9,816 11,047 10,366  
Assets 8,048,149 7,760,160 7,610,701  
Goodwill 64,524 64,524 64,524  
Other intangibles, net 1,166 956 1,004  
Net Loans and Leases 5,963,426 5,554,351 5,222,977  
Deposits 6,495,526 6,419,872 6,614,659  
Total equity 637,414 601,598 559,123  
Operating Segments | Insurance        
Segment Reporting Information [Line Items]        
Interest income 5 5 5  
Interest expense 0 0 0  
Net Interest Income 5 5 5  
Provision (credit) for credit loss expense 0 0 0  
Noninterest income 39,762 37,868 36,721  
Noninterest expense 28,983 28,770 27,678  
Income Before Income Tax Expense 10,784 9,103 9,048  
Income tax expense 2,943 2,548 2,504  
Net Income Attributable to Noncontrolling Interests and Tompkins Financial Corporation 7,841 6,555 6,544  
Less: Net income attributable to noncontrolling interests 0 0 0  
Net Income Attributable to Tompkins Financial Corporation 7,841 6,555 6,544  
Depreciation and amortization 159 176 175  
Assets 47,059 44,143 45,090  
Goodwill 19,867 19,867 19,867  
Other intangibles, net 1,015 1,336 1,655  
Net Loans and Leases 0 0 0  
Deposits 0 0 0  
Total equity 38,534 36,176 35,155  
Operating Segments | Wealth Management        
Segment Reporting Information [Line Items]        
Interest income 0 0 0  
Interest expense 0 0 0  
Net Interest Income 0 0 0  
Provision (credit) for credit loss expense 0 0 0  
Noninterest income 20,488 18,262 18,129  
Noninterest expense 15,453 14,432 14,159  
Income Before Income Tax Expense 5,035 3,830 3,970  
Income tax expense 1,253 954 968  
Net Income Attributable to Noncontrolling Interests and Tompkins Financial Corporation 3,782 2,876 3,002  
Less: Net income attributable to noncontrolling interests 0 0 0  
Net Income Attributable to Tompkins Financial Corporation 3,782 2,876 3,002  
Depreciation and amortization 168 176 143  
Assets 29,367 29,089 28,977  
Goodwill 8,211 8,211 8,211  
Other intangibles, net 22 35 49  
Net Loans and Leases 0 0 0  
Deposits 0 0 1,079  
Total equity 37,496 32,160 23,112  
Intercompany        
Segment Reporting Information [Line Items]        
Interest income (5) (5) (5)  
Interest expense (5) (5) (5)  
Net Interest Income 0 0 0  
Provision (credit) for credit loss expense 0 0 0  
Noninterest income (2,114) (2,222) (2,272)  
Noninterest expense (2,114) (2,222) (2,272)  
Income Before Income Tax Expense 0 0 0  
Income tax expense 0 0 0  
Net Income Attributable to Noncontrolling Interests and Tompkins Financial Corporation 0 0 0  
Less: Net income attributable to noncontrolling interests 0 0 0  
Net Income Attributable to Tompkins Financial Corporation 0 0 0  
Depreciation and amortization 0 0 0  
Assets (15,495) (13,643) (14,082)  
Goodwill 0 0 0  
Other intangibles, net 0 0 0  
Net Loans and Leases 0 0 0  
Deposits (23,721) (20,025) (13,443)  
Total equity $ 0 $ 0 $ 0  
v3.25.0.1
Derivatives and Hedging Activities - Narrative (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Derivative Instruments and Hedging Activities Disclosures [Line Items]    
Fair value of derivatives in a net liability position $ 1,300 $ 1,800
Collateral posted from counterparty (260) (1,500)
Interest Rate Products | Derivatives designated as hedging instruments    
Derivative Instruments and Hedging Activities Disclosures [Line Items]    
Derivative assets, notional amount 150,000 150,000
Interest Rate Hedge Counterparty    
Derivative Instruments and Hedging Activities Disclosures [Line Items]    
Collateral posted from counterparty $ (890) $ (1,500)
v3.25.0.1
Derivative and Hedging Activities - Cumulative Basis Adjustment For Fair Value Hedges (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Derivative Instruments and Hedging Activities Disclosures [Line Items]    
Carrying Amount of the Hedged Assets/(Liabilities) $ 149,175 $ 148,633
Cumulative Amount of Fair Value Hedging Adjustment Included in the Carrying Amount of the Hedged Assets/(Liabilities) (825) (1,367)
Amortized cost basis of the closed portfolios used in these hedging relationships 711,000 763,400
Designated hedged items, amount $ 150,000 150,000
Hedged Asset, Statement Of Financial Position Extensible Enumeration, Not Disclosed Flag Consolidated Statements of Condition  
Fixed Rate Loans    
Derivative Instruments and Hedging Activities Disclosures [Line Items]    
Carrying Amount of the Hedged Assets/(Liabilities) $ 149,175 148,633
Cumulative Amount of Fair Value Hedging Adjustment Included in the Carrying Amount of the Hedged Assets/(Liabilities) $ (825) $ (1,367)
v3.25.0.1
Derivatives and Hedging Activities - Derivative Instruments in Statement of Financial Position (Details) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Derivatives, Fair Value [Line Items]    
Derivative Liability, Statement of Financial Position [Extensible Enumeration]   Other liabilities
Derivatives designated as hedging instruments    
Derivatives, Fair Value [Line Items]    
Derivative assets $ 864 $ 1,503
Derivatives not designated as hedging instruments    
Derivatives, Fair Value [Line Items]    
Derivative assets 1,831 1,610
Derivatives not designated as hedging instruments $ 2,073 $ 1,826
Interest Rate Products    
Derivatives, Fair Value [Line Items]    
Derivative Asset, Statement of Financial Position [Extensible Enumeration] Accrued interest and other assets Accrued interest and other assets
Derivative Liability, Statement of Financial Position [Extensible Enumeration] Other liabilities Other liabilities
Interest Rate Products | Derivatives designated as hedging instruments    
Derivatives, Fair Value [Line Items]    
Derivative assets, notional amount $ 150,000 $ 150,000
Derivative assets 864 1,503
Interest Rate Products | Derivatives not designated as hedging instruments    
Derivatives, Fair Value [Line Items]    
Derivative assets, notional amount 175,865 34,930
Derivative assets 1,831 1,610
Derivative liabilities, notional amount 178,646 34,930
Derivatives not designated as hedging instruments $ 1,990 1,778
Risk Participation Agreement    
Derivatives, Fair Value [Line Items]    
Derivative Liability, Statement of Financial Position [Extensible Enumeration] Other liabilities  
Risk Participation Agreement | Derivatives not designated as hedging instruments    
Derivatives, Fair Value [Line Items]    
Derivative liabilities, notional amount $ 44,387 7,542
Derivatives not designated as hedging instruments $ 83 $ 48
v3.25.0.1
Derivatives and Hedging Activities - Effect of Fair Value and Cash Flow Hedge Accounting on the Statement of Financial Performance (Details) - Interest Rate Products - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Gain or (loss) on fair value hedging relationships in Subtopic 815-20      
Hedged items $ 542 $ (1,367) $ 0
Derivatives designated as hedging instruments 1,882 3,017 0
Interest Income      
Derivative Instruments and Hedging Activities Disclosures [Line Items]      
Total amounts of income and expense line items presented in the statement of financial performance in which the effects of fair value or cash flow hedges are recorded $ 2,423 $ 1,650 $ 0
v3.25.0.1
Derivatives and Hedging Activities - Effect of Derivatives Not Designated as Hedging Instruments on the Income Statement (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Derivative Instruments, Gain (Loss) [Line Items]      
Amount of Gain or (Loss) Recognized in Income on Derivative $ 304 $ (54) $ 57
Other Income      
Derivative Instruments, Gain (Loss) [Line Items]      
Fee Income 1,476 539 0
Interest Rate Products | Other Income      
Derivative Instruments, Gain (Loss) [Line Items]      
Amount of Gain or (Loss) Recognized in Income on Derivative 9 (168) 0
Risk Participation Agreement | Other Income      
Derivative Instruments, Gain (Loss) [Line Items]      
Amount of Gain or (Loss) Recognized in Income on Derivative $ 295 $ 114 $ 57