10-K 1 BODY OF 10-K FORM 10-K SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 1994 Commission file number 0-15079 CFX CORPORATION (Exact name of registrant as specified in its charter) STATE OF NEW HAMPSHIRE 02-0402421 (State or other jurisdiction (I.R.S. Employer of incorporation or organization) Identification No.) 102 MAIN STREET KEENE, NEW HAMPSHIRE 03431 (Address of principal executive offices) (Zip Code) Registrant's telephone number, including area code (603) 352-2502 Securities registered pursuant to Section 12(b) of the Act: Common Stock, $1.00 par value Securities registered pursuant to Section 12(g) of the Act: None Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. YES [XX] NO [ ] Indicate by check mark if disclosure of delinquent filers pursuant to Item 405 of Regulation S-K is not contained herein, and will not be contained, to the best of registrant's knowledge, in definitive proxy or information statements incorporated by reference in Part III of this Form 10-K or any amendment to this Form 10-K. [X] The aggregate market value of the voting stock held by non-affiliates of the registrant, based on the closing price on March 14, 1995, was $71,087,000. The foregoing figure does not reflect the registrant's Series A Preferred Stock which has no established trading market. Although directors and executive officers of the registrant were assumed to be "affiliates" of the registrant for the purposes of this calculation, this classification is not to be interpreted as an admission of such status. As of March 14, 1995, 3,895,152 shares of the registrant's common stock were issued and outstanding. DOCUMENTS INCORPORATED BY REFERENCE The following documents, in whole or in part, are specifically incorporated by reference in the indicated Part of this Annual Report on Form 10-K:
Document Part Annual Report to Shareholders for the Fiscal Year Ended December 31, 1994 II & IV Proxy Statement for the 1995 Annual Meeting of Shareholders III
PART I Item 1. Business (a) General Development of Business CFX CORPORATION (the "Company" formerly Cheshire Financial Corporation) is a New Hampshire corporation chartered in August 1986 for the purpose of becoming the bank holding company parent of Cheshire County Savings Bank ("Cheshire"), a New Hampshire state-chartered savings bank with its principal place of business in Keene, New Hampshire. Cheshire was organized under the laws of New Hampshire in 1897. The Company acquired 100% of the stock of Cheshire upon completion of its conversion from a New Hampshire-chartered mutual savings bank in February 1987 (the "Conversion"). Upon completion of the Conversion, the Company's assets initially consisted of 100% of the stock of Cheshire and approximately 70% of the net proceeds of the sale of the Company's common stock in a subscription offering made in connection with the Conversion. The Company issued a total of 4,000,000 shares of its common stock in connection with the Conversion. The net proceeds to the Company from the subscription offering were $56,646,000. From the net proceeds, $16,994,000 was transferred to Cheshire to purchase all of the capital stock issued by Cheshire in the Conversion. The funds were added to Cheshire's working capital and continued to be used for general business purposes. Subsequent to the Conversion, the Company acquired the Monadnock Bank ("Monadnock"), a New Hampshire trust company headquartered in Jaffrey, New Hampshire, on May 31, 1988. On April 30, 1990, the Company acquired all of the outstanding capital stock of The Valley Bank ("Valley"), a state-chartered commercial bank headquartered in Hillsborough, New Hampshire. On June 22, 1990, the Company acquired all of the outstanding capital stock of Village Savings Bank ("Village"), a state-chartered guaranty savings bank headquartered in Greenville, New Hampshire. On October 18, 1990, Village was merged into Monadnock in order to eliminate an overlap of market areas between these two banking affiliates. On September 6, 1991, Valley acquired certain assets and assumed all deposits of Family Bank and Trust ("Family"), a state chartered trust company headquartered in Allenstown, New Hampshire which had been declared insolvent by the New Hampshire Bank Commissioner and placed into receivership with the Federal Deposit Insurance Corporation. On July 12, 1993, the Company merged Monadnock into Cheshire to eliminate an overlap of market areas between these two banking affiliates. On November 15, 1993, the Company merged Valley into Cheshire to create a single united bank with a greater array of products and services to better serve central and southwestern New Hampshire. The resulting entity was renamed CFX BANK. These mergers resulted in greater controls and operating efficiencies through the consolidation of administrative and operational functions. On September 1, 1993, Cheshire acquired the remaining 52.4% of the outstanding shares of Colonial Mortgage, Inc., a mortgage banking company headquartered in Amherst, New Hampshire, for $5,187,000, including $80,000 in acquisition costs. Cheshire had previously owned 47.6% of this corporation, which is now known as CFX MORTGAGE, INC. ("CFX Mortgage"). On December 9, 1993, the Company began operating a new subsidiary, CFX FUNDING L.L.C. ("Funding") specializing in small-ticket lease financing and securitization. Funding is owned 51% by CFX Financial Services, Inc. (a wholly-owned subsidiary of CFX BANK), and owned 49% by Novel Leasing Limited (which is not affiliated with the Company). The objective of Funding is to provide a lease financing and securitization program specializing in small- ticket lease portfolios generated by a select group of independent lessors located throughout the country. In order to accumulate lease receivables for securitization, CFX BANK provides short-term warehousing lines of credit to the leasing companies. The strategy is designed to increase the availability of credit to a select group of lessors while controlling the risks inherent in lease portfolios through credit enhancements. The warehouse lines of credit are planned to be paid down every 90 to 180 days through securitization or sales of various lease portfolios. The operating results of Funding are not anticipated to materially affect, positively or negatively, the operating results of the Company in 1995. On July 26, 1994, the Company signed a definitive agreement to acquire all of the outstanding capital stock of Orange Savings Bank ("Orange"), a Massachusetts-chartered savings bank, headquartered in Orange, Massachusetts. The acquisition is anticipated to be accounted for as a pooling-of-interests. Pursuant to the definitive agreement, each of Orange's 724,412 outstanding shares of common stock (except for any dissenting shares and shares beneficially held by the Company or Orange) will be converted into and exchangeable for the number of shares of the Company's common stock determined by multiplying .8750 by a fraction, the numerator of which is $17.1429 and the denominator of which is the average closing sale price per share of the Company's common stock on the American Stock Exchange for the ten trading days ending on the business day before the date on which the required approval of the Massachusetts Commissioner of Banks is obtained. This exchange ratio is subject to adjustment in the event that (i) such average closing price is above $20.00 or below $15.2381, (ii) the Company is a party to certain business combinations or (iii) the Company issues shares of stock in certain transactions, including, without limitation, stock splits and stock dividends. The proposed transaction received approval from Orange's shareholders and remains subject to regulatory approval. The transaction has already been approved by the Board of Directors of the Company and Orange. At December 31, 1994, Orange had assets of $83,268,000, deposits of $73,383,000, and stockholders' equity of $8,444,000. (b) Financial Information About Industry Segments See Note Z--Segment Information in Item 8(a). (c) Narrative Description of Business General The Company's primary retail banking markets are Cheshire County, western Hillsborough County and southern Merrimack County. The mortgage banking company has loan production offices in four locations throughout central and southern New Hampshire attracting loan applications from throughout New Hampshire, Maine, Vermont and northern Massachusetts. The Company's principal business is to serve as a financial intermediary, attracting deposits from, and making loans to, consumers and small-to-mid sized businesses. CFX BANK (the "Bank") uses customer deposits and loan payments to fund first mortgage loans on residential real estate. In addition to originating mortgage loans, the Bank also makes commercial, consumer and other term and installment loans. Other traditional services available at the Bank include: a wide range of deposit programs designed to attract both short-term and long-term deposits from the general public, businesses and local government; safe deposit boxes; travelers checks and money orders, and many other similar services. To further the Bank's goals of providing a broad range of retail services and to generate additional fee income, the Bank has remote service units located at various business locations in its service area. In addition, the Bank is a subscriber to INVEST[TM] Financial Corporation which enables customers to buy and sell securities and obtain investment advice at the Bank. A full line of trust and investment management services are also available to the customer, on premise, through an affiliation with a local trust company. CFX MORTGAGE originates and purchases residential and construction mortgage loans and sells these loans to the Bank and the secondary market, while retaining the servicing of these loans. CFX MORTGAGE is an approved seller and servicer of Federal Home Loan Mortgage Corporation ("FHLMC"), Federal National Mortgage Association ("FNMA"), Department of Housing and Urban Development ("HUD"), Veteran's Administration ("VA"), and New Hampshire Housing Financing Authority loans. CFX MORTGAGE also services loans owned by private investors. The Company operates a small-ticket lease financing and securitization business through Funding. Funding's strategy is to increase the availability of credit to a select group of lessors while controlling the risk inherent in lease portfolios through credit enhancements. The business will be built on stable relationships with a limited number of well-qualified lease originators (lessors) who will adhere to specified underwriting guidelines. The warehouse lines of credit are planned to be paid down every 90 to 180 days through securitization or sales of the various lease portfolios. The operating results of the Company depend primarily on its net interest and dividend income, which is the difference between (i) interest and dividend income on earning assets, primarily loans, leases, trading and investment securities, and (ii) interest expense on interest bearing liabilities, which consist of deposits and borrowings. The Company's results of operations are also affected by the provision for loan and lease losses, resulting from the Company's assessment of the adequacy of the allowance for loan and lease losses; the level of its other operating income, including gains and losses on the sale of loans and securities, and loan and other fees; operating expenses; and income tax expenses and benefits. Market Area and Competition The Bank operates primarily in Cheshire, Hillsborough and Merrimack Counties, which are located in southwestern and south-central New Hampshire. Based on total deposits as of December 31, 1994, the Bank had the largest market share in the southwestern New Hampshire banking market. The banking business in the Bank's market areas has become increasingly competitive over the past several years. The Bank's major competitors in attracting deposits and lending funds are other New Hampshire-based banks, and, to a certain extent, regional, money center and non-bank financial institutions. A number of New Hampshire-based banks maintain branches in cities and towns where the Bank maintains offices. The principal factors in successfully competing for deposits are convenient office locations, flexible hours, remote service units, interest rates and services, while those relating to loans are interest rates, the range of lending services offered and lending fees. Additionally, the Bank believes that the local character of its businesses and its "supercommunity bank" management philosophy enables it to compete successfully in its market area. Risk Elements Nonperforming assets are evaluated quarterly by management to ensure proper classification and to confirm that the recorded carrying values of the assets are reasonable and in accordance with generally accepted accounting principles, regulatory requirements, and the Company's policies. Loans are placed on nonaccrual status when management determines that significant doubt exists as to the collectibility of principal or interest on a loan. In addition, commencing in the third quarter of 1993, all loans past due 90 days or more as to principal or interest were placed on nonaccrual status. Previously, such loans which, in management's judgment, were fully secured and in the process of collection (through legal action or, in appropriate circumstances, through collection efforts reasonably expected to result in repayment of the debt or in its restoration to a current status in the near future) continued to accrue interest. The following table provides information with respect to the Company's nonperforming loans and assets at the dates indicated:
December 31 (Dollars in thousands) 1994 1993 Nonaccrual (nonperforming) loans $6,536 $6,472 Foreclosed real estate 1,898 3,737 Valuation allowance on foreclosed real estate (325) (384) Total nonperforming assets $8,109 $9,825 Nonperforming loans as a percent of total loans 1.15% 1.37% Nonperforming assets as a percent of total assets 1.07% 1.34%
The following table provides information with respect to the Company's nonperforming loans and assets at the dates indicated:
1994 1993 % of % of December 31 (Dollars in thousands) Portfolio Balances Portfolio Balances Nonperforming loans: Real estate: Residential $4,069 62.2% $2,088 32.3% Commercial 1,442 22.1 3,737 57.7 Commercial, financial, and agricultural 1,007 15.4 460 7.1 Consumer and other 18 .3 187 2.9 6,536 100.0% 6,472 100.0% Foreclosed real estate: Residential 859 54.6% 2,471 73.7% Construction 330 21.0 352 10.5 Commercial 709 45.1 914 27.3 Valuation allowance (325) (20.7) (384) (11.5) 1,573 100.0% 3,353 100.0% Total nonperforming assets $8,109 $9,825
The following table provides a rollforward of the Company's foreclosed real estate at the dates indicated:
December 31 (In thousands) 1994 1993 Balance at beginning of year $3,353 $11,929 Additions 696 3,887 Provisions for losses (207) (673) Pay-offs/sales/other (2,269) (11,790) Balance at end of year $1,573 $ 3,353
During the fourth quarter of 1993, the Company sold $6,600,000 in nonperforming assets to a private investor. This bulk sale of nonperforming assets, along with other efforts to reduce nonperforming assets, yielded a $13,186,000 (57%) reduction in nonperforming assets during 1993. During 1994, total nonperforming assets decreased by $1,716,000, or 17.5%. Asset/Liability Management The Company's primary objective regarding asset/liability management is to position the Company so that changes in interest rates do not have a materially adverse impact upon forecasted net income and the net fair value of the Company. The Company's primary strategy for accomplishing its asset/liability management objective is achieved by matching the weighted average maturities of assets, liabilities, and off-balance-sheet items (duration matching). To measure the impact of interest rate changes, the Company utilizes a comprehensive financial planning model that recalculates the fair value of the Company assuming both instantaneous, permanent parallel shifts in the yield curve of both up and down 100 and 200 basis points, or four separate calculations. Larger increases or decreases in forecasted net income and the net market value of the Company as a result of these interest rate changes represents greater interest rate risk than do smaller increases or decreases in net fair value. In connection with these recalculations, the Company makes assumptions regarding probable changes in cash flows of its assets, liabilities, and off-balance-sheet positions that would be expected in those various interest rate environments. Accordingly, the Company adjusts the pro forma net income and net fair values as it believes appropriate on the basis of historical experience and prudent business judgment. The Company endeavors to maintain a position where it experiences no material change in net fair value and no material fluctuation in forecasted net income as a result of assumed 100 and 200 basis point increases and decreases in interest rates. However, there can be no assurance that the Company's projections in this regard will be achieved. Management believes that the above method of measuring and managing interest rate risk is consistent with the FDIC regulation regarding an interest rate risk component of regulatory capital. The following table summarizes the timing of the Company's anticipated maturities or repricing of interest earning assets and interest bearing liabilities as of December 31, 1994. This table has been generated using certain assumptions which the Company believes fairly and accurately represent repricing volumes in a dynamic interest rate environment. Specifically, contractual maturities are used on all time deposits and investments other than asset-backed securities. For asset-backed securities and loans, contractual maturities, repricing and prepayment assumptions are used. The prepayment assumptions are based on current experience and industry statistics. The gap maturity categories for savings deposits (including NOW, savings, and money market accounts) are based on management's philosophy of repricing core deposits in reaction to changes in the interest rate environment. Repricing frequencies will vary at different points in the interest cycle and as supply and demand for credit changes.
0-3 4-12 1-5 5-10 Over December 31, 1994 (Dollars in thousands) Months Months Years Years Years Total Interest earning assets: Interest bearing deposits with other banks $ 2,568 $ - $ 95 $ - $ - $ 2,663 Federal Home Loan Bank of Boston stock 6,471 - - - - 6,471 Trading securities 236 - - - - 236 Investment securities 7,223 16,441 62,889 27,336 - 113,889 Loans and leases 161,545 258,105 80,191 35,527 42,240 577,608 Total interest earning assets 178,043 274,546 143,175 62,863 42,240 700,867 Interest bearing liabilities: Savings and time deposits 72,003 172,567 208,660 30,412 30,222 513,864 Advances from Federal Home Loan Bank of Boston 92,201 - - - - 92,201 Short-term borrowed funds 27,316 - - - - 27,316 Total interest bearing liabilities 191,520 172,567 208,660 30,412 30,222 633,381 Off-balance sheet instruments - (25,000) 25,000 - - - Periodic gap $(13,477) $76,979 $(40,485) $32,451 $12,018 $ 67,486 Cumulative gap $(13,477) $63,502 $ 23,017 $55,468 $67,486 $ -
The ability to assess interest rate risk using gap analysis is limited. Gap analysis does not capture the impact of cash flow or balance sheet mix changes over a forecasted future period and it does not measure the amount of price change expected to occur in the various asset and liability categories. Thus, management does not use gap analysis exclusively in its assessment of interest risk. The Company's interest rate risk exposure is also measured by the forecasted net income and discounted cash flow market value sensitivities referred to above. Subsidiary CFX BANK owns two subsidiary companies--CFX CAPITAL SYSTEMS, INC., ("CFX CAPITAL") and CFX FINANCIAL SERVICES, INC. ("CFX FINANCIAL"). CFX CAPITAL is a service corporation which owns CFX MORTGAGE, INC. ("CFX MORTGAGE") and certain investment securities. CFX CAPITAL previously owned 47.6% of CFX MORTGAGE with the remaining 52.4% purchased in 1993. CFX FINANCIAL owns 51% of CFX FUNDING L.L.C., a company which facilitates lease financing and securitization. Owning 100% of CFX MORTGAGE allows CFX BANK to fully integrate mortgage banking into the retail banking franchise, providing the retail lending units (mortgage and consumer) with a strong sales-oriented culture and a larger variety of products. In addition, the distribution network that CFX MORTGAGE has developed allows access to a larger volume of loans for CFX BANK's in- house residential loan portfolio. Moreover, CFX MORTGAGE'S operation should enhance the Company's non-interest income sources. As of December 31, 1994, CFX MORTGAGE had a servicing portfolio for others of approximately $645,000,000. CFX BANK provides CFX MORTGAGE with warehouse and working capital funding. The warehouse line of credit, which is secured by mortgage loans originated, bought and packaged for sale by CFX MORTGAGE, allowed CFX MORTGAGE to borrow up to $30,000,000 during 1994, with advances on December 31, 1994 of $15,095,000. In addition, CFX BANK has provided CFX MORTGAGE with secured lines of credit for working capital purposes, allowing CFX MORTGAGE to borrow up to $6,500,000 with no advances taken in 1994. CFX BANK also provided CFX MORTGAGE with secured term loans which totaled $600,000 at December 31, 1994. All such loans are made on substantially the same terms as those prevailing at the time for comparable transactions with non-affiliated borrowers. CFX MORTGAGE maintains a deposit relationship with CFX BANK in connection with these funding arrangements. Employees As of December 31, 1994, the Company and its subsidiaries had 336 full- time and 102 part-time employees. The employees of the Company and its subsidiaries are not represented by any collective bargaining unit. Relations between management and employees are considered good. Regulation General As a bank holding company, the Company is subject to regulation by the Federal Reserve Board. The Company's bank subsidiary, CFX BANK, is a state- chartered bank; as such, it is subject to regulation by bank regulators in New Hampshire. The deposits of the Bank are insured by the FDIC, and therefore, CFX BANK is subject to FDIC supervision and regulation. The Company is also subject to limitations on the scope of their activities and to continuing regulation, supervision and examination by the Federal Reserve Board under the Bank Holding Company Act of 1956 and related federal statutes. As a New Hampshire corporation, the Company must comply with the general corporation law of New Hampshire. Although the Northeast is gradually recovering from the severe recession of the late 1980's and early 1990's, the banking environment continues to be affected by a slow recovery of commercial real estate values and substantial increases in regulatory requirements as a result of the failure of numerous banking and thrift institutions. In addition to the Company's own monitoring activities, the credit quality of the assets held by CFX BANK is subject to periodic review by the state and federal bank regulatory agencies noted above. While the Company believes its present allowance for loan and lease losses is adequate in light of prevailing economic conditions or regulatory environment, there can be no assurance that CFX BANK will not be required to make certain adjustments to its allowance for loan and lease losses and charge-off policies in response to changing economic conditions or regulatory examinations. Neither the Company nor any of its subsidiaries has entered into formal written agreements with state or federal regulators. The Company and its subsidiaries continue to evaluate and refine oversight and reporting systems and procedures to enhance the ability of such companies to respond to current economic conditions. The following references to applicable statutes and regulations are brief summaries thereof and do not purpose to be complete. In addition to extensive existing government regulation, federal and state statutes and regulations are subject to changes that may have significant impact on the way in which banks may conduct business. The likelihood and potential effects of any such changes cannot be predicted. Legislation enacted in recent years has substantially increased the level of competition among commercial banks, thrift institutions and nonbanking institutions, including insurance companies, brokerage firms, mutual funds, investment banks, and major retailers. In addition, the enactment of banking legislation such as the Financial Institutions Reform Recovery and Enforcement Act ("FIRREA") and the Federal Deposit Insurance Corporation Improvement Act of 1991 ("FDICIA") have affected the banking industry by, among other things, broadening the regulatory powers of the federal banking agencies in a number of areas and restricting the powers of state-chartered banks. The following summary is qualified in its entirety by the text of the relevant statutes and regulations. As a result of the enactment of FIRREA, any or all of the Company's subsidiary banks can be held liable for any loss incurred by, or reasonably expected to be incurred by the FDIC in connection with (a) the default of any other of the Company's subsidiary banks or (b) any assistance provided by the FDIC to any other of CFX's subsidiary banks in danger of default. "Default" is defined generally as the appointment of a conservator or receiver and "in danger of default" is defined generally as the existence of certain conditions indicating that a "default" is likely to occur without regulatory assistance. Federal Deposit Insurance Corporation CFX BANK's deposits are insured by the FDIC up to a maximum of $100,000 per depositor. The FDIC issues regulations, conducts periodic examinations, imposes minimum capital requirements, requires the filing of reports and generally supervises the operations of its insured banks. The approval of the FDIC is required prior to any merger or consolidation, or the establishment or relocation of an office. Such supervision and regulation is intended primarily for the protection of depositors. Any insured bank which does not operate in accordance with or conform to FDIC regulations, policies and directives may be sanctioned for non- compliance. For example, proceedings may be instituted against any insured bank or any director, officer or employee of such bank who engages in unsafe and unsound practices, including the violation of applicable laws and regulations. Federal Deposit Insurance Corporation Improvement Act of 1991 The Federal Deposit Insurance Corporation Improvement Act of 1991 ("FDICIA") provides for, among other things, increased funding for the Bank Insurance Fund (the "BIF") of the FDIC and expanded regulation of depository institutions and their affiliates, including parent holding companies. A summary of certain provisions of FDICIA and its implementing regulations is described below. Risk Based Deposit Insurance Assessments A significant portion of the additional funding to BIF is in the form of borrowings to be repaid by insurance premiums assessed on BIF members. In addition, FDICIA provides for an increase in the ratio of the reserves to insured deposits of the BIF to 1.25% by the end of the 15 year period that began with the semi-annual assessment period ending December 31, 1991, also to be financed by insurance premiums. The result of these provisions could be a significant increase in the assessment rate on deposits of BIF members during the balance of this 15 year period. FDICIA also provides authority for special assessments against insured deposits and for the development of a general risk-based assessment system. FDIC has set assessment rates for BIF- insured institutions ranging from 0.23% to 0.31%, based on a risk assessment of the institution. Each financial institution is assigned to one of three capital groups; "well capitalized"; "adequately capitalized"; or "undercapitalized"; and further assigned to one of three subgroups within each capital group, on the basis of supervisory evaluations by the institution's primary federal and, if applicable, state supervisors and other information relevant to the institution's financial condition and the risk posed to the insurance fund. For purposes of the risk-based assessment system, a well- capitalized institution is one that has a total risk-based capital ratio of 10% or more, a Tier 1 risk-based capital of 6% or more, and a leverage ratio of 5% or more. An adequately capitalized institution has a total risk-based capital ratio of 8% or more, a Tier 1 risk-based capital ratio of 4% or more, and a leverage ratio of 4% or more. An undercapitalized institution is one that does not meet either of the foregoing definitions. The actual assessment rate applicable to a particular institution, therefore, depends in part upon the risk assessment classification so assigned to the institution by the FDIC. Prompt Corrective Action FDICIA also provides the federal banking agencies with broad powers to take prompt corrective action to resolve problems of insured depository institutions, depending upon a particular institution's level of capital. FDICIA established five tiers of capital measurement for regulatory purposes ranging from "well-capitalized" to "critically undercapitalized". Under prompt corrective action regulation adopted by the federal banking agencies, a depository institution is (a) "well-capitalized" if it has a total risk-based capital ratio of 10% or more, a Tier 1 risk-based capital ratio of 6% or more, a leverage ratio of 5% or more and is not subject to any written agreement, order or capital measure; (b) "adequately capitalized" if it has a total risk- based capital ratio of 8% or more, a Tier 1 risk-based capital ratio 4% or more and a leverage ratio of 4% or more (3% if the bank is rated composite I under the CAMEL rating system in its most recent examination and is not experiencing or anticipating significant growth) and does not qualify as "well-capitalized"; (c) "undercapitalized" if it has a total risk-based capital ratio that is less than 8%, a Tier 1 risk-based capital ratio that is less than 4% or a leverage ratio that is less than 4% (3% if the bank is rated composite I under the CAMEL rating system in its most recent examination and is not experiencing or anticipating significant growth); (d) "significantly undercapitalized" if the bank has a total risk-based capital ratio that is less than 6%, a Tier 1 risk-based capital ratio that is less than 3% or a leverage ratio that is less than 3%; and (e) "critically undercapitalized" if the depository institution has a tangible equity to total assets ratio that is equal to or less than 2% of total assets, or otherwise fails to meet certain established critical capital levels. A depository institution may be in a capitalization category that is lower than is indicated by its actual capital position under certain circumstances. At December 31, 1994, CFX BANK was classified as "well-capitalized" under the prompt corrective action regulations described above. Any depository institution that is undercapitalized and which fails to meet regulatory capital requirements specified in FDICIA must submit a capital restoration plan guaranteed by the bank holding company controlling such institution. The regulatory agencies may place limits on the asset growth and restrict activities of the institution (including transactions with affiliates), and require the institution to raise additional capital, dispose of subsidiaries or assets or be acquired and, ultimately, require the appointment of a receiver. The guarantee of a controlling bank holding company under FDICIA of performance of a capital restoration plan is limited to the lower of 5% of an undercapitalized banking subsidiary's assets or the amount required for the bank to be classified as adequately capitalized. Federal banking agencies may not accept a capital restoration plan without determining, among other things, that the plan is based on realistic assumptions and is likely to succeed in restoring the depository institution's capital. If a depository institution fails to submit an acceptable plan within the time required (generally 45 days after receiving notice that the institution is undercapitalized, significantly undercapitalized or critically undercapitalized), it is treated as if it were significantly undercapitalized. If the controlling bank holding company fails to fulfill its guaranty obligations under FDICIA and files (or has filed against it) a petition under Federal Bankruptcy Code, the applicable regulatory agency would have a claim as a general creditor of the bank holding company and, if the capital restoration plan were deemed to be a commitment to maintain capital under the Federal Bankruptcy Code, the claim would be entitled to a priority in such bankruptcy proceedings over unsecured third party creditors of the bank holding company. In addition to the requirement of mandatory submission of a capital restoration plan, under FDICIA, an undercapitalized institution may not pay management fees to any person having control of the institution nor may an institution, except under certain circumstances and with prior regulatory approval, make any capital distribution if, after making such payment or distribution, the institution would be undercapitalized. Further, undercapitalized depository institutions are subject to restrictions on borrowing from the Federal Reserve System. Undercapitalized and significantly undercapitalized depository institutions may be subject to a number of requirements and restrictions, including orders to sell sufficient voting stock to become adequately capitalized, requirements to reduce total assets and cessation of receipt of deposits from correspondent banks. In addition, significantly undercapitalized depository institutions also are prohibited from awarding bonuses or increasing compensation of senior executive officers until approval of a capital restoration plan. Critically undercapitalized depository institutions are subject to appointment of a receiver or conservator. Brokered Deposit and Pass Through Deposit Insurance Limitation Under FDICIA, a depository institution that is not well-capitalized is generally prohibited from accepting brokered deposits and offering interest rates on deposits "significantly higher" than the prevailing rate in its market. A depository institution that is adequately capitalized may accept brokered deposits if it obtains the prior approval of the FDIC. Effective in November 1993, the FDIC modified the definitions of "well-capitalized" and "adequately capitalized" to conform to the definitions described above for prompt corrective action. In addition, "pass-through" insurance coverage may not be available for certain employee benefit accounts. In the Company's opinion, these limitations do not have a material effect on the Company. Safety and Soundness Standards The Federal Deposit Insurance Act, as amended by FDICIA and as further amended by the Reigle Community Development and Regulatory Improvement Act of 1994, directs each federal banking agency to prescribe standards for insured depository institutions relating to asset quality, earnings and stock valuation. The ultimate cumulative effect of these standards cannot currently be forecast. FDICIA also contains a variety of other provisions that may affect the Company's operations, including new reporting requirements, regulatory standards for real estate lending, "truth in savings" provisions, and the requirement that a depository institution give 90 days prior notice to customers and regulatory authorities before closing any branch. Many of the provisions in FDICIA have recently been or will be implemented through the adoption of regulations by the various federal banking agencies and, therefore, the precise impact on the Company cannot be assessed at this time. Capital Guidelines The Federal Reserve Board and the FDIC have issued risk-based capital guidelines for bank holding companies, state-chartered member banks and state- chartered non-member banks. Under these guidelines, the minimum ratio of total capital to risk-adjusted assets (including certain off-balance-sheet items, such as standby letters of credit) is 8%. At least half of the total capital is to be comprised of common equity, retained earnings, minority interests in the equity accounts of consolidated subsidiaries and a limited amount of perpetual preferred stock, less goodwill ("Tier 1 capital"). The remainder may consist of perpetual debt, mandatory convertible debt securities, a limited amount of subordinate debt, other preferred stock and a limited amount of loan loss reserves (supplementary capital). In addition, the Federal Reserve Board and the FDIC have adopted a leverage ratio (Tier 1 capital to total assets, net of goodwill) of 3% for bank holding companies and banks that meet certain specified criteria, including that they have the highest regulatory rating. The rule indicates that the minimum leverage ratio should be 1% to 2% higher for holding companies and banks undertaking major expansion programs or that do not have the highest regulatory rating. As of December 31, 1994, the Company and CFX BANK had capital ratios on a historical basis which exceeded all minimum regulatory capital requirements. Under FIRREA and FDICIA, failure to meet the minimum regulatory capital requirements could subject a banking institution to a variety of enforcement remedies available to federal regulatory authorities, including the termination of deposit insurance by the FDIC and seizure of the institution. New Hampshire Banking Department As a state-chartered institution, CFX BANK is subject to the applicable provisions of New Hampshire banking law. CFX BANK derives its lending and investment powers from these laws and is subject to periodic examination and reporting requirements by the New Hampshire Bank Commissioner (the "Commissioner"), who also has specific statutory jurisdiction over certain banking activities such as mergers and the creation of new powers. Conversion from mutual to stock form and the establishment of branches are subject to approval of the New Hampshire Board of Trust Company Incorporation (the "BTCI"). Federal Reserve Board The Federal Reserve Board requires banks to maintain reserves against its transaction accounts, and non-personal time deposits based on the amount of the banks' deposits. The Company is a "bank holding company" within the meaning of the Bank Holding Company Act. Under the Bank Holding Company Act, a bank holding company is required to file annually with the Federal Reserve Board a report of its operations and, with its subsidiaries, is subject to examination by the Federal Reserve Board. The Bank Holding Company Act prohibits a bank holding company from acquiring direct or indirect ownership or control of more than 5% of the voting share of any bank, or increasing such ownership or control of any bank, without prior approval of the Federal Reserve Board. No approval under the Act is required, however, for a bank holding company already owning or controlling over 50% of the voting shares of a bank to acquire additional shares of such bank. The Bank Holding Company Act further precludes a bank holding company, with certain exceptions, from acquiring direct or indirect ownership or control of more than 5% of the voting shares of any non-banking entity engaged in any activities other than those which the Federal Reserve Board has determined to be closely related to banking or managing and controlling banks so as to be a proper incident thereto. The Federal Reserve Board has determined that certain activities, including, but not limited to, mortgage banking, operating small loan companies, discount brokerage activities, factoring, certain data processing operations, providing investment and financial advice and leasing personal property on a full payout basis are closely related, and a proper incident to banking. A bank holding company and its subsidiaries are also prohibited from engaging in certain tie-in arrangements in connection with any extension of credit or lease or sale of property or furnishing of services. Interstate Banking The Bank Holding Company Act currently prohibits a bank holding company from acquiring any bank located outside of the state in which the existing banking subsidiaries of the bank holding company are located unless specifically authorized by applicable law. Interstate banking legislation has been enacted in New Hampshire which permits out-of-state banks and bank holding companies to establish new banks or to affiliate with existing banks and bank holding companies in New Hampshire. The legislation establishes the procedures for the creation of new banks in New Hampshire and the acquisition of five percent more of a New Hampshire bank or bank holding company . Application for an affiliation certificate must be made to the Board of Trust Incorporation ("BTCI") and the Commissioner is charged with promulgating the rules relating to the application procedures and the standards to be applied to the application by the BTCI. The Commissioner has the further responsibility of monitoring certificate holders, new banks and bank holding companies affiliated under the law and of adopting rules to carry out this responsibility. Violation of the legislation may result in the imposition of a fine of up to $5,000 per day for each day the violation continues and the divestiture of any prohibited affiliation. Under the legislation, no bank holding company may acquire ownership or control of the voting stock of any bank if upon such acquisition (1) the bank holding company would have more than 12 affiliates in New Hampshire; or (2) the dollar amount of the total deposits of the bank holding company and all its affililates in New Hampshire would exceed 20 percent of the dollar volume of total deposits in New Hampshire of all state and federal banks. This 20 percent deposit concentration limitation is subject to waiver by the Commissioner in cases involving troubled institutions. Under the Riegle-Neal Interstate Banking and Branching Efficiency Act of 1994 ("Riegle-Neal"), effective September 29, 1995 existing restrictions under the Bank Holding Company Act which prevent the acquisition by a bank holding company of banks located outside the bank holding company's home state unless authorized by the state law of the target bank will be eliminated. State law restrictions regarding deposit concentrations will continue to apply, provided that such restrictions do not discriminate against out-of-state bank holding companies. The New Hampshire 20 percent deposit concentration limitation applies to acquisitions by both in-state and out-of-state bank holding companies. Such acquisitions will be subject to approval by the Federal Reserve Board. Under Riegle-Neal, effective June 1, 1997, (unless the New Hampshire Legislature enacts a statute "opting out" of interstate branching) out-of- state banks will be authoriized to merge with New Hampshire banks and to establish branches in New Hampshire. Such mergers and the establishment of branches will continue to be subject to state deposit concentration restrictions and conditions that may be imposed by New Hampshire regulatory authorities, provided that such restrictions and conditions do not discriminate against out-of-state banks. The resulting New Hampshire banks and branches will continue to be subject to regulation by New Hampshire regulatory authorities provided that such regulations do not discriminate against out-of-state banks. Federal Home Loan Bank System CFX BANK is a member of the Federal Home Loan Bank of Boston (the "FHLB"), which is one of twelve regional Federal Home Loan Banks. The FHLB serves as a reserve or central bank for its members. It makes advances to members in accordance with policies and procedures established by the Board of Directors of the FHLB. As a member of the FHLB, CFX BANK is required to purchase and hold stock in the FHLB. As of December 31, 1994, CFX BANK held stock in the FHLB in the amount of $6,471,000. Securities and Exchange Commission The Company has registered its common stock with the Securities and Exchange Commission pursuant to the Securities Exchange Act of 1934, as amended. As a result of such registration, the proxy and tender offer rules, periodic reporting requirements, and insider trading restrictions and reporting requirements, as well as certain other requirements, of such Act are applicable to the Company. Restrictions on the Payment of Dividends Under the New Hampshire Business Corporation Act, a distribution including dividends and the purchase or redemption of a corporation's own shares, must be authorized by the Board of Directors and may not be paid if the corporation, after the payment is made, would not be able to pay its debts as they become due in the usual course of business, or the corporation's total assets would be less than the sum of its total liabilities plus the amount that would be needed, if the corporation were to be dissolved at the time of the distribution, to satisfy the preferential rights upon dissolution of shareholders whose preferential rights are superior to those receiving the distribution. CFX BANK is not subject to the Business Corporation Act, but is subject to state banking and federal regulations restricting the payment of dividends. Under New Hampshire state law, the Company's banking subsidiary may declare dividends only from its earnings remaining after deducting all losses, all sums due for expenses and all overdue debts upon which no interest has been paid for a period of six months, unless such debts are well secured and in process of collection. In addition, New Hampshire-chartered guaranty savings banks such as CFX BANK are required by New Hampshire law to maintain a "guaranty fund" for the security of their depositors. Funds accumulated in the guaranty fund can be used only for absorbing losses incurred and thus cannot be used for the payment of dividends on deposits or capital stock. In order to pay dividends, a transfer to the guaranty fund from net earnings is required so as to maintain an unimpaired guaranty fund of 3% of total deposits. As of December 31, 1994, CFX BANK's guaranty fund amounted to $18,750,000 or 3.27% of total deposits. Furthermore, the Federal Deposit Insurance Act prohibits CFX BANK from paying dividends on its capital stock if it is in default in the payment of any assessment to the FDIC. Applicable rules prohibit the payment of a cash dividend if the effect thereof would cause the net worth of CFX BANK to be reduced below either the amount required for the liquidation account established in connection with the conversion or the net worth requirements imposed by New Hampshire law or federal laws or regulations. Earnings appropriated to bad debt reserves for losses and deducted for federal income tax purposes are not available for dividends without the payment of taxes at the current income tax rates on the amount used. The Company generally could not, for a period of three years from the effective date of the Conversion, repurchase any of its stock from any person, except in the event of an offer to repurchase by the Company on a pro rata basis to all shareholders that would be approved by the Commissioner. The Company received the required regulatory approval in March 1988 to institute a five percent (5%) open-market common stock repurchase program. Pursuant to such approval and subsequent approvals to acquire additional shares, the Company acquired 577,265 shares of its outstanding common stock in open-market purchases since March 1988, the last such purchase being December 22, 1990. Restrictions on the Acquisition of the Company The acquisition of more than 10% of the Company's outstanding shares may, in certain circumstances, be subject to the provisions of the Change in Bank Control Act of 1978, and the acquisition of control of the Company by any company would be subject to regulatory approval under the Bank Holding Company Act of 1986. Other Regulations The policies of regulatory authorities, including the Federal Reserve Board and the FDIC, have had a significant effect on the operating results of financial institutions in the past and are expected to do so in the future. An important function of the Federal Reserve Board is to regulate aggregate national credit and money supply through such means as open market dealings in securities, establishment of the discount rate on bank borrowings and changes in reserve requirements against bank deposits. Policies of these agencies may be influenced by many factors, including inflation, unemployment, short-term and long-term changes in the international trade balance and fiscal policies of the United States government. Supervision, regulation or examination of the Company by these regulatory agencies is not intended for the protection of the Company's shareholders. The United States Congress has periodically considered and adopted legislation which has resulted in and could result in further deregulation of both banks and other financial institutions. Such legislation could relax or eliminate geographic restrictions on banks and bank holding companies and could place the Company in more direct competition with other financial institutions, including mutual funds and securities brokerage firms. No assurance can be given as to whether any additional legislation will be enacted or as to the effect of such legislation on the business of the Company. The Financial Institutions Reform, Recovery, and Enforcement Act of 1989 ("FIRREA") was enacted on August 9, 1989. FIRREA was a major piece of legislation which was intended to restore the public's confidence in the savings and loan industry, ensure a safe and stable system of affordable housing finance through major regulatory reforms, strengthen capital standards and provide safeguards for the disposal of recoverable assets. Although CFX BANK was not directly affected by FIRREA, the legislation has generally had a significant impact on the nation's insured financial institutions. FIRREA abolished the Federal Home Loan Bank Board and the position of Chairman of the Bank Board as chief regulator of the thrift industry. The Office of Thrift Supervision was created as an office in the Department of the Treasury. The Director of the Office of Thrift Supervision is responsible for the examination and supervision of all savings institutions. FIRREA abolished the Federal Savings and Loan Insurance Corporation and gave the Federal Deposit Insurance Corporation the duty of insuring the deposits of savings associations as well as banks. The insurance funds are maintained separately and were renamed. The Bank Insurance Fund generally serves banks, while the Savings Association Insurance Fund serves thrift institutions. The additional statistical disclosure describing the business of the Company and CFX BANK required by Industry Guide 3 under the Securities Exchange Act of 1934, as amended, is provided in Appendix A to this Annual Report. (d) Financial Information About Foreign and Domestic Operations and Export Sales Not applicable. Item 2. Properties The Company neither owns nor leases any real property. It utilizes the premises and equipment of CFX BANK (the "Bank") with no payment of any rental fee to the Bank. However, the management fees charged to the Bank by the Company are reduced by, among other things, an occupancy factor. The Bank owns its main office and two branch offices in Keene, New Hampshire. The Bank also owns branches in Jaffrey, Troy, Greenville, New Ipswich, Peterborough, Hillsborough, Henniker and Allenstown, New Hampshire while leasing other branches in Rindge, Hinsdale and Loudon, New Hampshire. The Bank also owns 50 automated teller and remote service units located in New Hampshire and operates five "mini-branches" at various retail establishments in its market area. CFX MORTGAGE owns its main office in Amherst, New Hampshire while it leases additional office space in Bedford and Portsmouth, New Hampshire. The following table sets forth the location of the Company's offices (including administrative offices) as well as the net book value of such offices at December 31, 1994.
Location Net Book Value CFX BANK: 194 West Street Keene, New Hampshire $1,292,370 100-104 Main Street Keene, New Hampshire $1,173,942 828 Court Street Keene, New Hampshire $ 301,806 117 West Street (administrative) Keene, New Hampshire $ 481,778 Route 101 Marlborough, New Hampshire $ 22,113(1) Route 12 North Swanzey, New Hampshire $ 28,234(1) Route 12 Walpole, New Hampshire $ 0(1) Route 9 West Chesterfield, New Hampshire $ 0(1) Warwick Road Winchester, New Hampshire $ 34,999(1) 87 Main Street Jaffrey, New Hampshire $ 813,371 18 Goodnow Street Jaffrey, New Hampshire $ 375,309 42 Goodnow Street Jaffrey, New Hampshire $ 99,192 Central Square Troy, New Hampshire $ 124,612 Main Street Greenville, New Hampshire $ 209,417 Turnpike Road New Ipswich, New Hampshire $ 202,889 Grove Street Peterborough, New Hampshire $ 391,872 Route 202 Rindge, New Hampshire. $ 214,488(1) Main Street Hillsborough, New Hampshire $ 779,348 Main Street Henniker, New Hampshire $ 230,853 Church Street Hillsborough, New Hampshire $ 30,897 Route 28 Allenstown, New Hampshire $ 404,693 Route 106 Loudon, New Hampshire $ 6,339(1) Route 119, Brattleboro Road Hinsdale, New Hampshire $ 106,678 5 Commerce Park-North Bedford, New Hampshire $1,323,585 1383 Lake Shore Road Gilford, New Hampshire $ 183,153 CFX MORTGAGE: Colonial Park Route 101A Amherst, New Hampshire $1,350,988 Building I, Bedford Farms Bedford, New Hampshire $ 0(1) Represents net book values of leasehold improvements.
At December 31, 1994, the total net book value of the Company's premises and equipment was $13,643,000. Item 3. Legal Proceedings There are no pending legal proceedings to which the Company is a party or any of its property is the subject. There are no material pending legal proceedings, other than ordinary routine litigation incidental to the business of banking, to which the Bank is a party or of which the Bank's property is subject. There are no material pending legal proceedings to which any director, officer or affiliate of the Company, any owner of record or beneficially of more than five percent (5%) of the common stock of the Company, or any associate of any such director, officer, affiliate of the Company or any security holder is a party adverse to the Company or has a material interest adverse to the Company or the Bank. Item 4. Submission of Matters to a Vote of Security Holders Not applicable. PART II Item 5. Market for Registrant's Common Equity and Related Stockholder Matters Information relating to the market for the Company's common equity and related stockholder matters on page 68 of the Annual Report to Shareholders for the fiscal year ended December 31, 1994 is incorporated herein by reference. Item 6. Selected Financial Data Information relating to selected financial data on page 1 of the Annual Report to Shareholders for the fiscal year ended December 31, 1994 is incorporated herein by reference. Item 7. Management's Discussion and Analysis of Financial Condition and Results of Operations Management's Discussion and Analysis of Financial Condition and Results of Operations on pages 14 to 29 inclusive of the Annual Report to Shareholders for the fiscal year ended December 31, 1994 is incorporated herein by reference. Item 8. Financial Statements and Supplementary Data (a) Financial Statements Required by Regulation S-X Information relating to financial statements on pages 30 to 63 inclusive of the Annual Report to Shareholders for the fiscal year ended December 31, 1994 is incorporated herein by reference. (b) Supplementary Financial Information (1) Selected Quarterly Financial Data Information relating to selected quarterly financial data on page 63 of the Annual Report to Shareholders for the fiscal year ended December 31, 1994 is incorporated herein by reference. (2) Information About Oil and Gas Producing Activities Not applicable. Item 9. Changes in and Disagreements with Accountants on Accounting and Financial Disclosure (a)(i) On March 8, 1993, the Board of Directors of CFX CORPORATION ("the Company") voted to engage Wolf & Company, P.C. as its auditors for fiscal year 1993. The Company's former auditor, Ernst & Young LLP, was dismissed as of such date. (ii) The auditor's report on the financial statements for the 1992 fiscal year did not contain an adverse opinion or disclaimer of opinion and was not qualified as to uncertainty, audit scope or accounting principles. (iii) The decision to change the Company's auditors was recommended by the Audit Committee of the Board of Directors and was approved by the Company's Board of Directors. (iv) In connection with the audit for the 1992 fiscal year, there were no disagreements of the type described in Item 304 (a) (1) (iv) of Regulation S-K with the Company's former auditor on any matter of accounting principles or practices, financial statement disclosure or auditing scope or procedure. (v) During the Company's 1992 fiscal year and the subsequent interim period preceding the change in accountants, no reportable event, as set forth in Item 304 (a) (1) (iv) of Regulation S-K, occurred. (vi) The letter from the Company's former auditor required by Item 304 (a) (1) (iv) of Regulation S-K was filed by amendment to the Form 8-K on Form 8 on March 17, 1993. (b) As set forth in (a) (i) above, the Company engaged Wolf & Company, P.C. on March 8, 1993. During the Company's 1992 fiscal year and the subsequent interim period preceding the change in accountants, the Company did not consult Wolf & Company, P.C. on any accounting matters. PART III Item 10. Directors and Executive Officers of the Registrant Information regarding directors and executive officers of the registrant on pages 2 to 6 inclusive and on pages 16 and 17 inclusive of the Proxy Statement for the 1995 Annual Meeting of Shareholders is incorporated herein by reference. Item 11. Executive Compensation Information regarding executive compensation on pages 7 to 12 inclusive of the Proxy Statement for the 1995 Annual Meeting of Shareholders is incorporated herein by reference. Item 12. Security Ownership of Certain Beneficial Owners and Management Information regarding security ownership of certain beneficial owners and management on pages 2 to 4 of the Proxy Statement for the 1995 Annual Meeting of Shareholders is incorporated herein by reference. Item 13. Certain Relationships and Related Transactions Information regarding certain relationships and related transactions on pages 15 to 16 of the Proxy Statement for the 1995 Annual Meeting of Shareholders is incorporated herein by reference. PART IV Item 14. Exhibits, Financial Statement Schedules, and Reports on Form 8-K (a) List of Documents Filed as Part of This Report: (1) Financial Statements The financial statements listed below are incorporated herein by reference from the Annual Report to Shareholders for the year ended December 31, 1994 at Item 8. Page references are to such Annual Report.
Financial Statements Page References Consolidated Balance Sheets 30 Consolidated Statements of Income 31 Consolidated Statements of Shareholders' Equity 32 Consolidated Statements of Cash Flows 33 Notes to Consolidated Financial Statements 34--63 Reports of Independent Auditors 65
(2) Financial Statement Schedules See Item 14 (d) (3) Exhibits Required by Item 601 See Item 14 (c) (b) Reports on Form 8-K On December 19, 1994, a Form 8-K was filed announcing the Company's declaration of its regular quarterly dividend on its common stock, the declaration of its regular quarterly dividend on its Series A Preferred Stock and the declaration of a 5% common stock dividend. (c) Exhibits The exhibits listed below are filed herewith or are incorporated herein by reference to other filings.
Exhibit Number Description *3 Articles of Incorporation and By-Laws of CFX CORPORATION, as amended. **10.1 CFX CORPORATION Retirement Plan. **10.2 1992 CFX CORPORATION Profit Sharing/Bonus Plan. **10.3 CFX CORPORATION 401(k) Plan. ***10.4 1986 CFX CORPORATION Stock Option Plan. ****10.5 CFX CORPORATION 1992 Employee Stock Purchase Plan. *****10.6 Employment Agreement dated as of January 1, 1991 between CFX CORPORATION and Peter J. Baxter, as amended. *****10.7 Change of Control Agreement dated June 5, 1991 between CFX CORPORATION and Laurence E. Babcock. **10.8 Change of Control Agreement dated December 31, 1992 between CFX CORPORATION and John F. Foley. **10.9 Change of Control Agreement dated December 31, 1992 between CFX CORPORATION and Mark A. Gavin. ******10.10 Change of Control Agreement dated August 4, 1993 between CFX CORPORATION and Daniel J. LaPlante. ******10.11 Employment Agreement dated September 1, 1993 between CFX CORPORATION and Paul D. Spiess. 10.12 Change of Control Agreement dated March 30, 1994 between CFX CORPORATION and William J. McIver. *****10.13 Change of Control Agreement dated June 5, 1991 between CFX BANK and William H. Dennison. *****10.14 Change of Control Agreement dated June 5, 1991 between CFX BANK and Peter T. Whittemore. *****10.15 Change of Control Agreement dated June 5, 1991 between CFX BANK and Wayne R. Gordon. ******10.16 Employment Agreement dated September 1, 1993 between CFX MORTGAGE, INC. and Paul T. Pouliot. ***10.17 Lease dated May 1, 1983 by and between Santibotto, Inc. and CFX BANK. **10.18 Lease dated October 16, 1991 by and between Market Basket, Inc. and CFX BANK. ******10.19 Lease dated May 11, 1993 by and between Cheshire Oil Company, Inc. and CFX BANK. ******10.20 Lease dated April 14, 1993 by and between Arnold S. Katz and Blair J. Finnegan, Trustees of Commerce Center Trust, and CFX MORTGAGE, INC. ******10.21 Lease dated September 15, 1993 by and between Bedford Farms Limited Partnership and CFX MORTGAGE, INC. 10.22 Assignment dated September 30, 1994 by and between Fleet Bank, NH and CFX BANK of the lease dated as of November 9, 1987 by and between Fleet Bank, NH and Philip C. Haughey and Andrew J. McCarthy, as Successor Trustee of The St. John Realty Trust 13 CFX CORPORATION Annual Report to Shareholders for fiscal year ended December 31, 1994. 21 Subsidiaries--Reference is made to Item 1. 23.1 Consent of Wolf & Company, P.C. 23.2 Consent of Ernst & Young LLP. * Incorporated herein by reference to the Exhibits to the Registration Statement on Form S-4 of CFX CORPORATION No. 33-56875 effective in 1994. ** Incorporated herein by reference to the Exhibits to the Annual Report on Form 10-K of CFX CORPORATION for the year ended December 31, 1992. *** Incorporated herein by reference to the Exhibits to the Registration Statement on Form S-8 of CFX CORPORATION No. 33-17071 effective in 1987. **** Incorporated herein by reference to the Exhibits to the Registration Statement on Form S-8 of CFX CORPORATION No. 33-52598 effective in 1992. ***** Incorporated herein by reference to the Exhibits to the Annual Report on Form 10-K of CFX CORPORATION for the year ended December 31, 1991. ****** Incorporated herein by reference to the Exhibits to the Annual Report on Form 10-K of CFX CORPORATION for the year ended December 31, 1993.
(d) Financial Statement Schedules Schedules to the Consolidated Financial Statements required by Article 9 of Regulation S-X are not required under the related instructions or are inapplicable, and therefore have been omitted. SIGNATURES Pursuant to the requirements of Section 13 or 15 (d) of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. CFX CORPORATION Date: March 28, 1995 By: /s/ PETER J. BAXTER Peter J. Baxter, President Pursuant to the requirements of the Securities Exchange Act of 1934, this report has been signed below by the following persons on behalf of the registrant and in the capacities and on the dates indicated.
Name Title Date /s/ RICHARD B. BAYBUTT Director March 28, 1995 Richard B. Baybutt /s/ PETER J. BAXTER President and Director March 28, 1995 Peter J. Baxter (Principal Executive Officer) /s/ CHRISTOPHER V. BEAN Director March 28, 1995 Christopher V. Bean /s/ CALVIN L. FRINK Director March 28, 1995 Calvin L. Frink /s/ EUGENE E. GAFFEY Director March 28, 1995 Eugene E. Gaffey /s/ MARK A. GAVIN Chief Financial Officer March 28, 1995 Mark A. Gavin (Principal Financial Officer) /s/ ELIZABETH SEARS HAGER Director March 28, 1995 Elizabeth Sears Hager /s/ DOUGLAS S. HATFIELD, JR. Director March 28, 1995 Douglas S. Hatfield, Jr. /s/ PHILIP A. MASON Director March 28, 1995 Philip A. Mason /s/ EMERSON H. O'BRIEN Director March 28, 1995 Emerson H. O'Brien /s/ WALTER R. PETERSON Director March 28, 1995 Walter R. Peterson /s/ L. WILLIAM SLANETZ Director March 28, 1995 L. William Slanetz /s/ GREGG R. TEWKSBURY Corporate Controller March 28, 1995 Gregg R. Tewksbury (Principal Accounting Officer)
APPENDIX A DISTRIBUTION OF ASSETS, LIABILITIES AND SHAREHOLDERS' EQUITY: INTEREST RATES AND INTEREST DIFFERENTIAL Information regarding interest rates and interest differentials on pages 21 and 22 inclusive of the Annual Report to Shareholders for the fiscal year ended December 31, 1994 is incorporated herein by reference. INVESTMENT PORTFOLIO The following table sets forth the book value of securities available for sale and securities held to maturity at the dates indicated. The book value of securities available for sale in 1994 and 1993 is fair value. The book value of securities held for sale in 1992 is the lower of aggregate cost or fair value. The book value of debt securities held to maturity or held for investment is amortized cost, while the book value of marketable equity securities held for investment is the lower of aggregate cost or fair value.
December 31 (In thousands) 1994 1993 1992 Available Available Held for Sale for Sale for Sale U. S. Treasury securities $ - $ - $30,430 Collateralized mortgage securities (CMOs) - 17,772 - U. S. Treasury money market fund 1,056 675 13,083 Marketable equity securities 3,302 3,248 - $ $ 4,358 $21,695 $43,513
Held to Maturity Held to Maturity Held for Investment U.S. Treasury securities and other U.S. Government agencies $ - $ - $24,104 State and municipal 23,498 10,591 1,274 Corporate securities 5,932 7,992 12,679 Mortgage-backed securities 79,928 76,841 15,225 Asset-backed securities 173 620 - Marketable equity securities - - 844 $109,531 $96,044 $54,126
The following table sets forth an analysis of the maturity distributions and the weighted average yields of all debt securities of the Company at December 31, 1994:
Maturing -------------------------------------------------------------------- After One After Five Within But Within But Within After Ten One Year Five Years Ten Years Years -------------- --------------- --------------- --------------- Amount Yield Amount Yield Amount Yield Amount Yield (Dollars in thousands) State and municipal (1) $8,326 6.23% $ 6,666 7.07% $ 8,506 7.35% $ - -% Corporate securities (2) 500 9.18 5,302 6.74 130 7.04 - - Mortgage-backed securities and CMO's (3) - - - - 6,018 4.84 73,910 6.55 Asset-backed securities (3) 173 4.66 - - - - - - Total debt securities $8,999 6.37% $11,968 6.93% $14,654 6.29% $73,910 6.55% Yields on tax-exempt investment securities are stated on a taxable- equivalent basis (using a 38.62% tax rate). Includes corporate and public utility obligations. The majority of these obligations contain put and call provisions. Included in table based on contractual maturities.
LOAN PORTFOLIO The following table shows the Company's loan distribution at the dates indicated:
December 31 (In thousands) 1994 1993 1992 1991 1990 Real estate: Residential $379,181 $312,828 $328,984 $320,615 $323,430 Construction 7,761 9,292 10,920 16,010 21,455 Commercial 82,468 76,955 56,027 56,451 55,981 Commercial, financial, and agricultural 48,020 42,835 54,788 59,318 56,323 Warehouse lines of credit to leasing companies 15,339 5,428 1,497 - - Consumer and other 36,544 24,934 25,268 26,506 29,555 Total loans and leases $569,313 $472,272 $477,484 $478,900 $486,744
The following table shows the maturity of loans (excluding residential mortgages of 1 - 4 family residences and consumer/other loans) outstanding at December 31, 1994. Also provided are the amounts due after one year, classified according to sensitivity to changes in interest rates.
Maturing --------------------------------------------- After One Within But Within After Five One Year Five Years Years Total (In thousands) Commercial, financial, and agricultural $ 35,791 $10,667 $1,562 $ 48,020 Real estate--construction 5,357 1,403 1,001 7,761 Real estate--commercial 65,896 12,446 4,126 82,468 Total $107,044 $24,516 $6,689 $138,249 Loans maturing after one year with: Fixed interest rates $ 9,377 $6,689 Variable interest rates 15,139 - Total $24,516 $6,689
NONACCRUAL, PAST DUE, RESTRUCTURED, AND POTENTIAL PROBLEM LOANS The following table summarizes the Company's nonaccrual, past due, and potential problem loans:
December 31 (Dollars in thousands) 1994 1993 1992 1991 1990 Nonaccrual loans:(1) Real estate (2) $5,511 $5,825 $ 3,893 $ 1,494 $1,682 Commercial, financial, and agricultural 1,007 460 2,002 1,768 1,019 Consumer and other 18 187 209 261 123 Total 6,536 6,472 6,104 3,523 2,824 Accruing loans past due 90 days or more: Real estate (2) - - 2,916 7,892 4,410 Commercial, financial, and agricultural - - 409 777 818 Consumer and other - - 118 29 723 Total - - 3,443 8,698 5,951 Potential problem loans (3) - - 1,535 963 337 Total nonperforming loans $6,536 $6,472 $11,082 $13,184 $9,112 Percentage of total loans 1.2% 1.4% 2.3% 2.8% 1.9% Percentage of total assets 0.9% 0.9% 1.7% 2.0% 1.5% Total restructured loans $1,824 $ 837 $ 963 $ 963 $ 187 When management determines that significant doubt exists as to the collectibility of principal or interest on a loan, the loan is placed on nonaccrual status. In addition, loans past due 90 days or more as to principal or interest are placed on nonaccrual status except those loans which, in management's judgment, are fully secured and in the process of collection (through legal action, or in appropriate circumstances through collection efforts reasonably expected to result in repayment of the debt or in its restoration to a current status in the near future). In the third quarter of 1993, management changed its policy regarding nonaccrual loans, such that all loans past due 90 days or more as to principal and interest are placed on nonaccrual status. Interest accrued but not received on loans placed on nonaccrual status is reversed and charged against current operations. Interest on nonaccrual loans is recognized only when received. Loans are restored to accrual status when the borrower has demonstrated the ability to make future payments of principal and interest, as scheduled. Includes residential, construction and commercial real estate loans. In addition to loans 90 days or more past due, and nonaccrual loans, management classifies as nonperforming "potential problem loans" which are current as to principal and interest payments under original or restructured agreements, but are expected to have insufficient future cash flows to service the loan in accordance with the original or restructured provisions.
Interest income that would have been recorded under original terms of nonaccrual and restructured loans andthe interest income actually recognized for the year ended December 31, 1994 was $549,000 and $255,000, respectively. At December 31, 1994, the Company has $10,930,000 in commercial and commercial real estate loans for which payments presently are current and future cash flows appear to be sufficient to service the loan, but the borrowers currently are experiencing financial difficulties. These loans, while not severe enough to be classified as potential problem loans, are subject to constant management attention and their classification is reviewed quarterly. While the Company considers the allowance for loan and lease losses to be adequate at December 31, 1994, it is uncertain to what extent an economic recovery will materialize in the region. Therefore, given this uncertainty, the Company can give no assurance that it will not experience an increase in nonperforming assets in the future. SUMMARY OF LOAN AND LEASE LOSS EXPERIENCE This table summarizes the Company's loan and lease loss experience for the years ended December 31, 1994, 1993, 1992, 1991 and 1990.
Year Ended December 31 (Dollars in thousands) 1994 1993 1992 1991 1990 Allowance for loan and lease losses, beginning of year $7,357 $7,909 $6,957 $5,122 $2,787 Allowance of acquired subsidiaries - 13 - - 393 Allowance acquired through regulatory-assisted transactions - - 350 167 - Loans charged-off: Real estate (1) 598 1,810 1,499 1,174 1,227 Commercial, financial and agricultural 379 1,758 678 660 171 Consumer and other 195 336 346 413 715 Total loans charged-off 1,172 3,904 2,523 2,247 2,113 Recoveries on amounts previously charged-off: Real estate (1) 169 209 84 35 - Commercial, financial and agricultural 144 78 47 4 - Consumer and other 102 82 83 46 50 Total recoveries 415 369 214 85 50 Net loans charged-off 757 3,535 2,309 2,162 2,063 Provision for loan and lease losses (2) 425 2,970 2,911 3,830 4,005 Allowance for loan and lease losses, end of year $7,025 $7,357 $7,909 $6,957 $5,122 Net loans charged-off to average loans outstanding 0.1% 0.7% 0.5% 0.4% 0.4% Includes residential, construction and commercial real estate loans. The amount charged to operations and the related balance in the allowance for loan losses is based upon periodic evaluations of the loan portfolio by management. These evaluations consider several factors including, but not limited to, general economic conditions, loan portfolio composition, prior loan and lease loss experience, and management's estimation of future potential losses.
ALLOWANCE FOR LOAN AND LEASE LOSS ALLOCATION This table shows an allocation of the allowance for loan and lease losses as of December 31, 1994, 1993, 1992, 1991 and 1990.
December 31 1994 1993 1992 1991 1990 ------------------ ------------------ ------------------ ------------------ ------------------- (Dollars in thousands) Percent Percent Percent Percent Percent of Loans of Loans of Loans of Loans of Loans in Each in Each in Each in Each in Each Category Category Category Category Category to Total to Total to Total to Total to Total Amount Loans Amount Loans Amount Loans Amount Loans Amount Loans Real estate $3,530 82.45% $2,963 84.50% $1,706 82.92% $1,602 82.08% $ 625 82.36% Commercial, financial, and agricultural 1,322 11.13 2,035 10.22 2,679 11.47 1,612 12.39 1,725 11.57 Consumer and other 300 6.42 274 5.28 306 5.61 435 5.53 511 6.07 Unallocated 1,873 2,085 3,218 3,308 2,261 $7,025 100.00% $7,357 100.00% $7,909 100.00% $6,957 100.00% $5,122 100.00%
DEPOSITS The average daily amount of deposits and of rates paid on such deposits is summarized for the periods indicated in the following table:
Year Ended December 31 (Dollars in thousands) 1994 1993 1992 Amount Rate Amount Rate Amount Rate Noninterest bearing demand deposits $ 36,656 -% $ 27,920 -% $ 24,491 -% Regular savings deposits 113,397 2.65 116,475 2.81 110,078 3.98 NOW & money market deposits 185,115 2.23 188,733 2.61 172,984 3.72 Time deposits 210,178 4.54 225,126 4.79 263,810 5.75 Total $545,346 3.06% $558,254 3.40% $571,363 4.75%
Maturities of time certificates of deposit and other time deposits of $100,000 or more outstanding at December 31, 1994, are summarized as follows:
Time Other Certificates Time of Deposits(1) Deposits Total (In thousands) 3 months or less $1,170 $ 4,459 $ 5,629 Over 3 through 6 months 737 6,396 7,133 Over 6 through 12 months 292 7,884 8,176 Over 12 months 2,482 4,724 7,206 Total $4,681 $23,463 $28,144 Time deposits with a minimum required balance of $100,000.
RETURN ON EQUITY AND ASSETS The following table shows consolidated operating and capital ratios of the Company for the periods indicated:
Year Ended December 31 1994 1993 1992 Return on: Average total assets 0.68% 0.71% 0.52% Average total shareholders' equity 6.77 6.34 4.92 Average common shareholders' equity 7.10 6.66 5.18 Average total shareholders' equity to average total assets ratio 9.98 11.25 10.68 Common dividend payout ratio (1) 62.22 52.42 58.70 The common dividend payout ratios for 1993 and 1992 have been restated to reflect the Company's 5% common stock dividend declared on December 12, 1994.
SHORT-TERM BORROWINGS The following t able shows various information on short-term borrowings front he Federal Home Loan Bank of Boston (FHLBB):
December 31 (In thousands) 1994 1993 3.48% (fixed rate) due January, 1994 $ - $10,000 3.54% (variable rate) due January, 1994 - 10,000 3.38% (fixed rate) due March, 1994 - 26,600 5.90% (fixed rate) due January, 1995 50,000 - 6.39% (fixed rate) Due March, 1995 10,000 - 6.65% (variable rate) due daily 32,000 - $92,000 $46,600
CFX BANK has an available line of credit with the FHLBB at an interest rate that adjusts daily. Borrowings under the line are limited to 2% of CFX BANK's total assets. All borrowings from the FHLBB are secured by a blanket lien on certain qualified collateral, defined principally as 90% of the fair value of U.S. Government and federal agency obligations and 75% of the carrying value of first mortgage loans on owner-occupied residential property. The maximum amount of short-term advances from the FHLBB at any month-end during the twelve months ended December 31, 1994 and 1993 were $114,216,000 and $104,614,000, respectively. The approximate average short-term advances from FHLBB for the twelve months ending December 31, 1994 and 1993 were $94,759,000 and $72,620,000, respectively with weighted average interest costs of 4.57% and 3.10%, respectively. There were no advances from the FHLBB by CFX BANK during 1992.
EX-10 2 EXHIBIT 10.12--CHANGE OF CONTROL AGREEMENT CHANGE OF CONTROL AGREEMENT AGREEMENT made as of this 30th day of March, 1994 between CHESHIRE FINANCIAL CORPORATION, a New Hampshire corporation (hereinafter Company") and William J. McIver, residing at Henniker, NH.(hereinafter "Executive"). WHEREAS the Company wishes to assure the continued availability of the executive's services and to create an environment which will promote the Executive's giving impartial and objective advice in any circumstances resulting from the possibility of Change of Control of the Company (as herein defined), and WHEREAS the Company and the Executive wish to provide the Executive with financial protection in the event significant changes in the Executive's employment status occur following a Change of Control of the Company (as herein defined); NOW THEREFORE, the Company and the Executive, in consideration of the terms and conditions set forth herein and other valuable consideration, receipt of which is hereby acknowledged, mutually covenant and agree as follows: 1. Term. The term of this Agreement shall commence on the date hereof and terminate on the date three years from the date hereof unless the Executive's employment is sooner terminated as provided in Section 13 hereof (the "Term"). On each December 31st thereafter, the Term shall automatically be extended for an additional calendar year unless either party gives written notice to the other, by no later than the preceding November 30th, that he or it does not concur in such extension. 2. Payments Upon Change of Control and Termination Event. The Company shall make payments to the Executive as provided for in paragraph 4 hereof upon the occurrence of both a Change of Control of the Company and a Termination Event, as such terms are defined in paragraph 3 hereof. 3. Definitions. (a) "Base Amount" shall mean an amount equal to the average annual compensation payable by the Company, or any subsidiary in which the Company owns more than fifty (50) percent of the outstanding shares, to the Executive and includable by the Executive in gross income for the most recent five (5) taxable years, or such shorter period as the Executive shall have been employed by the Company, ending before the date on which the Change of Control occurred. (b) A "Change of Control" shall be deemed to have occurred if any of the following have occurred: (i) any individual, corporation (other than the Company), partnership, trust, association, pool, syndicate, or any other entity or any group of persons acting in concert becomes the beneficial owner, as that concept is defined in Rule 13d-3 promulgated by the Securities Exchange Commission under the Securities Exchange Act of 1934, as the result of any one or more securities transactions (including gifts and stock repurchases but excluding transactions described in subdivision (ii) following) of securities of the Company possessing fifty-one percent (51%) or more of the voting power for the election of directors of the Company; (ii) there shall be consummated any consolidation, merger or stock-for-stock exchange involving securities of the Company in which the holders of voting securities of the Company immediately prior to such consummation own, as a group, immediately after such consummation, voting securities of the Company (or if the Company does not survive such transaction, voting securities of the corporation surviving such transaction) having less than fifty percent (50%) of the total voting power in an election of directors of the Company (or such other surviving corporation), excluding securities received by any members of such group which represent disproportionate percentage increases in their shareholdings vis-a-vis the other members of such group; (iii) "approved directors" shall constitute less than a majority of the entire Board of Directors of the Company, with "approved directors" defined to mean the members of the Board of Directors of the Company as of the date of this Agreement and any subsequently elected members of the Board of Directors of the Company who shall be nominated or approved by a majority of the approved directors on the Board of Directors of the Company prior to such election; or (iv) there shall be consummated any sale, lease, exchange or other transfer (in one transaction or a series of related transactions, excluding any transaction described in subdivision (ii) above), of all, or substantially all, of the assets of the Company or its subsidiaries to a party which is not controlled by or under common control with the Company. (c) A "Termination Event" shall be deemed to have occurred if, within the thirty-six month period following a Change of Control, the Executive experiences the loss of his position by reason of discharge or demotion, for other than termination for good cause, or the Executive's voluntary termination following the substantial withholding, substantial adverse alteration or substantial reduction of responsibility, authority, or compensation (including any compensation or benefit plan in which the Executive participates or substitute plans adopted prior to the Change of Control) to which the Executive was charged or empowered with or entitled to immediately prior to a Change of Control of the Company or to which he would normally be charged or empowered with or entitled to from time to time by reason of his office, for other than good cause. (d) Termination for Good Cause. "Termination for good cause" means termination: (i) based on the willful and continued failure by the Executive to perform his duties for the Company or a subsidiary (other than such failure resulting from the Executive's incapacity due to physical or mental illness), after a written demand for performance is delivered to the Executive by the Board of Directors of the Company which specifically identifies the manner in which the Board believes the Executive has not performed his duties; an act or acts of dishonesty taken by the Executive; or an act or acts intended to result in his personal enrichment at the expense of the Company or a subsidiary; or an act or acts of willful misconduct which are materially injurious to the Company. Termination shall be by written notice to the Executive identifying the cause; or (ii) If the Executive shall have been absent from the full- time performance of his duties with the Company for six consecutive months as the result of the Executive's incapacity due to physical or mental illness, and the Executive shall not have returned to full-time performance of his duties within thirty days after written notice of proposed termination, the Executive's employment may be terminated by the Company on or after the expiration of such thirty day period for disability. Termination shall be by written notice to the Executive. Termination of the Executive's employment based on retirement shall mean termination in accordance with the Company's generally applicable retirement policy or with any retirement arrangement established with the Executive's consent. 4. Cash Payments. Upon the occurrence of both a Change of Control of the Company and a Termination Event, the Company shall, during the period commencing on the date of the Termination Event and over a period of _12 months (the "Pay-Out Period"), make equal monthly payments to the Executive in an amount such that the present value of all such payments, determined as of the date of the Termination Event, equals 1.00 times the Base Amount. 5. Advance Payments for Financial Hardship. If at any time during the Pay-Out Period the Company's Board of Directors in its sole discretion shall concur, upon application of the Executive, the Company shall make available to the Executive, in one (l) lump sum, an amount up to but not greater than the present value of all monthly payments remaining to be paid to him in the Pay-Out Period, calculated with the Federal Funds rate in effect as of the date of such Board concurrence. If (a) the lump sum amount thus made available is less than (b) the present value of all such remaining monthly payments, the Company shall continue to pay to the Executive monthly payments for the duration of the Pay-Out Period, but from such date forward such monthly payments will be in a reduced amount such that the present value of such payments will equal the difference between (b) and (a), above. The Executive may elect to waive any or all payments due him under this subparagraph. 6. Death of Executive. If the Executive dies before receiving all payments payable to him under this Agreement, the Company shall pay to the Executive's spouse, or if the Executive leaves no spouse, to the estate of the Executive, one (l) lump sum payment in an amount equal to the present value of all such remaining unpaid payments, determined as of the date of death of the Executive. 7. Reimbursement of Expenses. In the event a Change of Control of the Company and a Termination Event occur and any action, suit or proceeding is brought by the Company or the Executive for the enforcement, performance or construction of this Agreement, the Company agrees to reimburse the Executive for all costs and expenses reasonably incurred by him in such action, suit or proceeding, including reasonable attorneys' and accountants' fees and expenses, unless the Executive shall have been substantially unsuccessful, on the merits or otherwise, in such action, suit or proceeding. 8. No Duty to Seek Other Employment. Amounts payable to the Executive under this Agreement shall not be reduced by the amount of any compensation received by the Executive from any other employer or source during the Pay-Out Period, and the Executive shall not be under any obligation to seek other employment or gainful pursuit during such Pay-Out Period as a result of this Agreement. 9. Non-Competition, Future Services and Compensation. (a) During such period as the Executive is receiving cash payments under this Agreement, the Executive agrees: (i) that he shall not, without the prior approval of the Board of Directors of the Company, certified to him by the Secretary or Acting Secretary of the Company, become an officer, employee, agent, partner, or director of any other business in substantial competition with the Company, its subsidiaries or any other company or bank affiliated with the Company, including any branch or office of any of the foregoing. Such restriction shall apply to any such other business doing business in any county in the State of New Hampshire in which the Company, its subsidiaries or any such other company or bank is then conducting any material business or into which, to the knowledge of the Executive at the time of such termination, any such entity has immediate plans to expand its activities in material respects; and (ii) to provide such consulting services as may be requested by the Company. (b) As compensation to the Executive for his promises in (a) of this paragraph, the Company agrees to maintain, during such period, the Executive's eligibility for and participation in any health and life insurance plans, in which the Executive was eligible to participate prior to the Termination Event. 10. Reduction of Payments. In the event any of the payments made under this Agreement would be considered an "excess parachute payment" as defined in Section 280G of the Internal Revenue Code of 1986, as amended, then there shall be a reduction in the amount otherwise payable under this Agreement such that all payments are deductible by the Company. 11. Withholding. Distribution of any payments under this Agreement shall be reduced for the amount required to be withheld pursuant to any law or regulation with respect to taxes or similar provisions. 12. Payment of Compensation to Termination Date. In addition to any other payments payable to the Executive hereunder, the Company shall pay the Executive full compensation and all other amounts and benefits to which the Executive is entitled through the termination of his employment. 13. No Right to Continued Employment. This Agreement shall not confer upon the Executive any right with respect to continuance of employment by the Company or any subsidiary, nor shall it interfere in any way with the right of his employer to terminate his employment at any time. No payments hereunder shall be required except upon the occurrence of both a Change of Control of the Company and a Termination Event as set forth in Section 3 herein. Thus, except as specifically provided in Section 2 herein, no payments hereunder shall be made on account of termination of the Executive's employment (i) upon the Executive's death, disability or retirement, (ii) by the Company with or without cause or (iii) upon the Executive's voluntary termination. 14. Waiver of Breach. Waiver by any party of a breach of any provision of this Agreement shall not operate as or be construed as a waiver by such party of any subsequent breach hereof. 15. Invalidity. The invalidity or unenforceability of any provision of this Agreement shall not affect the validity or enforceability of any other provision, which shall remain in full force and effect. 16. Entire Agreement; Written Modification; Termination. This Agreement contains the entire agreement between the parties concerning the matters covered hereby. No modification, amendment or waiver of any provision hereof shall be effective unless in writing specifically referring hereto and signed by the party against whom such provision as modified or amended or such waiver is sought to be enforced. This Agreement shall terminate as of the time the Company makes the final payment which it may be obligated to pay hereunder or provides the final benefit which it may be obligated to provide hereunder. 17. Counterparts. This Agreement may be made and executed in counterparts, each of which may be considered an original for all purposes. 18. Governing Law. This Agreement is governed by and is to be construed and enforced in accordance with the laws of the State of New Hampshire. 19. Authorization. The Company represents and warrants that the execution of this Agreement has been duly authorized by resolution of the Board of Directors of the Company. IN WITNESS WHEREOF, the undersigned parties have executed or caused to be executed this Agreement as of the day and year first above written. CHESHIRE FINANCIAL CORPORATION By: Peter J. Baxter its duly authorized President and CEO . "EXECUTIVE" William J. McIver EX-10 3 EXHIBIT 10.22--ASSIGNMENT OF LEASE CONSENT TO ASSIGNMENT THE UNDERSIGNED, being the current landlord (the "Landlord") under a certain Lease dated as of November 9, 1987, between Indian Head National Bank of Manchester, as tenant, and Landlord's predecessor-in-interest, Philip C. Haughey and Andrew J. McCarthy, as successor Trustees of The St. John Realty Trust under a Declaration of Trust dated September 28, 1964, leasing a certain parcel of real estate, with the building thereon, situated in the Town of Gildford, County of Belknap, State of New Hampshire, a copy of said lease being attached hereto as Exhibit A (the "Lease"), does hereby consent to the current tenant under the Lease, Fleet Bank - NH (the "Assignor"), assigning all of its right, title, and interest in and to the Lease as tenant thereunder to CFX Bank with an address of P.O. Box 748, Keene, New Hampshire 03431 (the "Assignee"), and accepts Assignee as the tenant under the Lease; provided that Assignor shall remain jointly and severally liable with Assignee for the covenants and agreements of the tenant under the Lease. The Landlord acknowledges and represents to the Assignee that the Lease is in full force and effect and that no circumstance, condition or event exists which constitutes or would constitute with the passage of time and/or the giving of any required notice, a default under the terms of the Lease. The Landlord further agrees that any and all notices required to be given to the tenant under the Lease shall, from and after the effective date of the assignment hereinbelow, be given to the Assignee at the Assignee's address of: CFX Bank 102-104 Main Street P.O. Box 746 Keene, NH 03431 GERALD REALTY LIMITED PARTNERSHIP /s/ SALLY J. DUNN By: /s/ PHILIP C. HAUGHEY Witness Philip C. Haughey, General Partner Dated: October 7, 1994 ASSIGNMENT OF LEASE THE UNDERSIGNED, being the tenant under the Lease, does hereby assign all of its right, title and interest as tenant under the Lease to the Assignee and all of its right, title, and interest, if any, to the tenant's building under the Lease. Notwithstanding said assignment by the Assignor, the Assignor shall continue to remain liable for the covenants and agreements of the tenant under the Lease, said liability to be joint and several with the Assignee. The Assignee represents and warrants to the Assignor that the Lease is in full force and effect, that the Assignor has made all payments and performed all other obligations of the tenant thereunder up to and including the effective date of this assignment, and that no circumstance, condition or event exists which constitutes a default or which, with the passage of time and/or giving of any required notice would constitute a default under the terms of the Lease. Notwithstanding the joint and several nature of the liability provided for above, the Assignor hereby agrees to indemnify and hold harmless the Assignee from and against all liabilities and obligations which the Assignee may incur, directly or indirectly, under or in connection with the Lease and the obligations of the tenant hereunder, to the extent the circumstances and/or events giving rise to such liabilities and obligations occurred on or before the effective date of this assignment. Assignor agrees that rent and other charges paid or payable under the Lease, including real estate taxes, shall be prorated between Assignee and Assignor as of the effective date hereof. This assignment shall be effective as of the latest date of execution of the consent hereinabove, this assignment, and the acceptance herein below. FLEET BANK - NH /s/ DAVID N. TRAGER By: /s/ MICHAEL WHITNEY Witness [Signature] Michael Whitney, President [Print Name and Title] Dated: September 30, 1994 ACCEPTANCE OF ASSIGNMENT THE UNDERSIGNED, does hereby accept the foregoing assignment by the Assignor of all of its right, title and interest as tenant under the Lease and hereby assumes all liabilities and obligations of the Assignor under the Lease. The Assignee acknowledges and agrees that notwithstanding said assumption by Assignee, under the provisions of the Lease and the above consent and assignment, the Assignor remains liable to Landlord, jointly and severally with Assignee, for the covenants and agreements of the tenant under the Lease. Notwithstanding said joint and several liability of Assignor and Assignee to Landlord, Assignee shall, and hereby agrees to, indemnify and hold harmless the Assignor from and against all liabilities and obligations which Assignor may incur, directly or indirectly, under or in connection with the Lease and the obligations of the tenant thereunder to the extent the circumstances and/or events giving rise to such liabilities and obligations occurred from and after the effective date of the assignment hereinabove. Assignee agrees that rent and other charges paid and payable under the Lease, including real estate taxes, shall be prorated between Assignee and Assignor as of the effective date of the assignment herein above. CFX BANK __________________________ By: /s/ Paul D. Speiss Witness [Signature] Paul D. Speiss, Executive Vice President [Print Name and Title] Dated:_____________, ___, 1994 COMMONWEALTH OF MASSACHUSETTS Suffolk, SS. On this, the 7th, day of October, 1994, before me, the undersigned officer, personally appeared Philip C. Haughey, who acknowledged himself to be the General Partner of the Gerald Realty Limited Partnership, and that he, as such General Partner, being authorized so to do, executed the foregoing instrument for the purposes therein contained on behalf of the limited partnership. Before me, /s/ SALLY J. DUNN Justice of the Peace/Notary Public STATE OF NEW HAMPSHIRE Hillsborough, SS. On this, the 30th, day of September, 1994, before me, the undersigned officer, personally appeared Michael C. Whitney, who acknowledged himself to be a Vice President of Fleet Bank - NH, a bank, and that he, as such officer, being authorized so to do, executed the foregoing instrument for the purposes therein contained on behalf of the bank. Before me, /s/ JUDITH K. MACKAY Justice of the Peace/Notary Public STATE OF NEW HAMPSHIRE Cheshire, SS. On this, the 27th, day of September, 1994, before me, the undersigned officer, personally appeared Paul D. Speiss, who acknowledged himself to be a Vice President of CFX Bank, a bank, and that he, as such officer, being authorized so to do, executed the foregoing instrument for the purposes therein contained on behalf of the bank. Before me, /s/ JESSICA B. JORDAN Justice of the Peace/Notary Public STATE OF NEW HAMPSHIRE Cheshire County , SS. On this, the 27th day of September , 1994, before me, the undersigned officer, personally appeared Paul D. Spiess , who acknowledged himself to be a Vice President of CFX Bank a bank, and that he, as such officer, being authorized so to do, executed the foregoing instrument for the purposes therein contained on behalf of the bank. Before me, /s/ JESSICA B. JORDAN Justice of the Peace/Notary Public EXHIBIT A LEASE LANDLORD: Philip C. Haughey and Andrew J. McCarthy, as successor Trustees of The St. John Realty Trust under a Declaration of Trust dated September 28, 1964, and recorded with the Belknap County Registry of Deeds in Book 452 at Page 117. TENANT: Indian Head National Bank, a national banking association. DATE: November 9, 1987 1. Premises Landlord hereby leases to Tenant, and Tenant hereby leases from Landlord, for the term hereinafter set forth, upon and subject to the agreements and conditions of this lease, the premises described in Exhibit A attached hereto. 2. Term A. The term of this lease shall be the period of twenty (20) years and a fraction of a month, commencing upon the commencement date set forth in Article 7 hereof, and terminating upon the twentieth (20th) anniversary of the last day of the month during which the term of this lease commences; provided, however, that if the term of this lease shall commence upon the first day of a calendar month, then the term of this lease shall be the period of exactly twenty (20) years. B. Tenant shall have the right, at its election, to extend the original term of this lease for an additional period of five (5) years commencing upon the expiration of the original term, provided that Tenant shall give Landlord notice of the exercise of its election at least six (6) months prior to the expiration of the original term and provided further that Tenant shall not be in default at the time of giving of such notice in the performance or observance of any of the terms and agreements in this lease contained on the part of Tenant to be performed or observed. The expression "the original term" means the period of twenty (20) years referred to in Section A. of this Article 2. Prior to the exercise by Tenant of said election to extend the original term, the expression "the term of this lease" or any equivalent expression shall mean the original term; after the exercise by Tenant of the aforesaid election, the expression "the term of this lease" or any equivalent expression shall mean the original term as extended. Except as expressly otherwise provided in this lease, all the agreements and conditions in this lease contained shall apply to the additional period to which the original term shall be extended as aforesaid. If Tenant shall give notice of the exercise of the election in the manner and within the time provided aforesaid, the term shall be extended upon the giving of the notice without the requirement of any action on the part of Landlord. 3. Minimum Rent Tenant agrees to pay Landlord minimum rent at the rates set forth below, in each case in equal monthly installments of one-twelfth thereof, which minimum rent shall be paid monthly in advance on the first day of each and every calendar month during the term hereof. Rent for any fraction of a month at the commencement or expiration of the term of this lease shall be prorated. All payments of rent (minimum and additional) shall be made payable to Landlord and shall be sent to Landlord at Landlord's address specified in Article 27 or such other person or address as Landlord shall from time to time designate by notice to Tenant. The minimum rent payable hereunder during each lease year (as defined in Article 4 hereof) shall be paid at the following annual rates: During the first five lease years of the original term -- $25,000.00 per year; and During each five-year portion of the term of this lease after the first five lease years -- an amount equal to the greater of (a) one hundred ten percent (110%) of the minimum rent payable during the immediately preceding five-year period, or (b) "the Cost of Living Rent" (as defined in Article 4 hereof). For purposes of this lease, the first lease year shall be the period of twelve (12) and a fraction months commencing upon the commencement date of the term of this lease and terminating on the last day of a month twelve (12) and a fraction months thereafter, except, however, if the term of this lease shall commence on the first day of a month, then the first lease year shall be exactly twelve months. The second and succeeding lease years shall be periods of exactly twelve months following successively thereafter. 4. Cost of Living Rent For purposes of this lease "the Cost of Living Rent" for any five-year period shall be equal to the annual minimum rent payable during the immediately preceding five-year period increased by fifty percent (50%) of the percentage by which the "Consumer Price Index For All Urban Consumers, U.S. City Average, All Items", as published by the United States Bureau of Labor Statistics) hereinafter referred to as "the Index") has increased between the first month of said preceding five-year period and the first month of the five-year period in question. (In the event that the Index is not then in existence, the parties shall use such equivalent Price Index as is then published by any governmental agency or such non-governmental agency as may then be publishing an equivalent Price Index, in either case, such Price Index to be adjusted to the Index. If the basis upon which the Index is computed shall change, then a proper adjustment shall be made so that the results obtained shall be (as nearly as is possible) equivalent to those which would have been obtained had said basis not been changed). Until the dollar amount of the minimum rent for an additional period shall be determined, Tenant shall pay minimum rent at one hundred ten percent (110%) of the rate provided for immediately prior to such five-year period, and when the minimum rent is so determined, Tenant shall pay to Landlord immediately any excess rent due for the portion of such five-year period which may theretofore have expired. 5. Real Estate Taxes A. Tenant shall pay to Landlord, as additional rent, in each tax year during the term of this lease the amount of the real estate taxes upon the demised premises for such tax year. The real estate taxes upon the demised premises shall for purposes of this lease be deemed to be an amount equal to the sum of: (i) with respect to land and the common areas of the Shopping Center, that proportion of the real estate taxes on all land and common areas within the Shopping Center which the ground area of the demised premises bears to the ground area under all the buildings of the Shopping Center; and (ii) with respect to buildings, that proportion of the real estate taxes on all buildings within the Shopping Center with which the building upon the demised premises shall be jointly assessed which twice the ground floor area in the building upon the demised premises bears to the ground floor area in all the buildings so jointly assessed; or if the building upon the demised premises is separately assessed according to the real estate tax bill, the assessors' records or a written assessor's certificate, the amount of real estate taxes determined on the basis of such separate assessment. Landlord agrees to use reasonable efforts to obtain such separate assessment. If upon the assessment day for real estate taxes for any tax year any construction shall be incomplete, an appropriate adjustment shall be made to carry out the intent of this Article. Real estate taxes for the years during which the term commences and terminates shall be prorated and adjusted. Notwithstanding anything to the contrary contained herein, if land shall hereafter be added to the Shopping Center by landlord, Tenant shall not pay any portion of the real estate taxes upon said land (or upon any common areas constructed thereon), unless and until such time as one or more buildings intended for occupancy shall be erected upon said land. B. The real estate taxes for any tax year shall mean such amounts as shall be finally determined to be the real estate taxes payable for said tax year; that is, the real estate taxes assessed for said tax year less the net amount of any abatements, refunds or rebates made thereof. For the purpose of determining payments due from Tenant to Landlord in accordance with the provisions of this Article 5: (i) The real estate taxes for any tax year shall be deemed to be the real estate taxes assessed for said year until such time as an abatement, refund or rebate shall be made thereof; and (ii) if any abatement, refund or rebate shall be made for any tax year, an appropriate adjustment shall be made in the amount paid by Tenant to Landlord on account of real estate taxes, after first deducting all costs of securing the same. Throughout the term of this lease, the expression "real estate taxes" shall include real estate taxes of the sort now levied upon the Shopping Center and betterments assessments which may be charged, assessed or imposed upon the Shopping Center; and during so much of the term of this lease as shall be after the tenth (10th) anniversary of the date on which the term shall commence, the expression "real estate taxes" shall also include taxes upon gross rents and other taxes and charges which may be charged, assessed or imposed upon the Shopping Center; provided, however, that in no event shall business profits taxes or any other currently existent non-real-estate taxes be included within the expression "real estate taxes". Tenant shall pay to Landlord on the first day of every month in advance a sum equal to the amount reasonably estimated by Landlord for such purpose at or about the commencement of the term hereof, such payments to represent payments on account of Tenant's obligations under this Article. After the tax year in which the building upon the demised premises shall first be assessed as a completed improvement, said monthly payment shall be adjusted for each tax years so that it shall be equal to one-twelfth of the real estate taxes upon the demised premises for the prior tax year. If for the tax year in question the real estate taxes upon the demised premises shall exceed or be less than the aggregate of said payments, an appropriate adjustment shall be made between the parties. If real estate taxes shall be payable in installments to the taxing authority or to the holder of the first mortgage upon the Shopping Center, or if more than one taxing authority shall exist, appropriate modifications shall be made in the foregoing language to carry out the intent of Landlord and Tenant. Appropriate adjustments shall be made in said monthly payment if the real estate taxes upon the demised premises for the current tax year shall be known prior to the end of said tax year, all to the end that as each payment of real estate taxes shall become payable Landlord shall have received from Tenant payments sufficient in amount to pay Tenant's share of the real estate tax payment then payable by Landlord. Furthermore, an equitable adjustment shall be made in the event of any change in method or system of taxation from that which is now applicable, including without limitation any change in the dates and periods for which such taxes are levied. 6. Old Lease Reference is made to that certain Indenture dated May 31, 1967, between Landlord, as landlord, and The Lakeport National Bank, as tenant, with respect to the demised premises. Tenant has succeeded to the tenant's interest in said Indenture. Landlord and Tenant agree that upon the commencement of the term of this lease, said Indenture dated May 31, 1967, shall terminate and expire with the same force and effect as though said date had been set forth therein for the expiration of the term thereof. 7. Construction A. Tenant agrees to construct certain improvements upon the demised premises in accordance with the provisions of this Article. B. Landlord and Tenant acknowledge that it will be necessary for Tenant to obtain certain governmental approvals in order that the improvements herein contemplated may be constructed upon the demised premises. Tenant agrees to use its best efforts to obtain such approvals at Tenant's sole cost and expense. Tenant agrees to give prompt notice to Landlord of Tenant's obtaining such approvals. In the event that Tenant shall be unable to obtain the same on or before the expiration of six (6) months after the date of this lease, unless Landlord and Tenant shall agree in writing to extend such date, this lease shall become null and void and of no further force and effect. In such event, neither Landlord nor Tenant shall have any claim against the other on account hereof or on account of the termination hereof. C. Tenant acknowledges that it has inspected the demised premises, and it is understood and agreed that Tenant accepts the demised premises in their existing physical condition, and Landlord shall be under no obligation to make any repairs, alterations or improvements to the demised premises prior to or at the commencement of the term hereof or at any time thereafter, except as herein specifically provided otherwise. D. Tenant presently occupies the building upon the demised premises pursuant to the Indenture described in Article 6 hereof. Said building, as the same may be modified pursuant hereto is herein sometimes referred to as "Tenant's building". The improvements contemplated herein shall be an expansion of Tenant's building (which may include the demolition, in whole or in part, of the existing building), including the addition thereto of a drive- up window and canopies, all of which shall be located entirely upon the demised premises and shall be performed pursuant to plans and specifications prepared by Tenant and approved in writing by Landlord. Said plans shall also indicate any and all changes to be made by Tenant in the parking and/or traffic flow pattern upon the demised premises, as well as any and all relocations of parking lot lights. It is expressly understood and agreed that no part of Tenant's building or any other improvement erected upon the demised premises shall extend higher than twenty (20) feet above the ground, Tenant's building shall not contain more than two thousand five hundred sixty (2,560) square feet of floor area, and Tenant's building and the new drive-through and canopy thereof shall be located as shown on Exhibit B attached hereto and made a part hereof. Furthermore, no free-standing sign or pylon sign may be erected in the Shopping Center by Tenant without the prior written consent of Landlord. Furthermore, in conjunction with the construction of Tenant's building Tenant shall also, at its sole cost and expense, re-stripe and landscape (as shown on Exhibit B) that portion of the parking areas of the Shopping Center shown on said plan. Notwithstanding that Tenant shall re-stripe said portion of the parking areas of the Shopping Center, it is expressly understood and agreed that Tenant shall not have the exclusive use of said parking areas, said parking areas being part of the common areas of the Shopping Center. Thereafter, said portion of the parking area of the Shopping Center shall not be changed by Landlord or Tenant unless required by law. Tenant agrees that such construction will be done in a good and workmanlike manner and in conformity with all laws, ordinances and regulations of all public authorities and insurance inspection or rating bureaus having jurisdiction, and that materials of first-class quality shall be employed therein. Tenant agrees that it will procure all necessary permits before commencing such construction. Landlord agrees it will cooperate with Tenant in obtaining such permits. Tenant agrees to pay promptly when due the entire cost of such construction so that the demised premises shall at all times be free of liens for labor or materials. Tenant agrees to save and indemnify Landlord from any and all injury, loss, claims or damage to any person or property occasioned by or arising out of such construction. Such construction will be done or carried on in such manner as to avoid or prevent any labor disputes with those engaged in any construction elsewhere upon the Shopping Center. Said construction shall be performed so as not to interfere with the conduct of business operations upon the balance of the Shopping Center. Tenant will store its construction materials in a protected location approved by Landlord and will keep the same neat and orderly. Tenant will deliver certificates of public liability insurance and builder's risk insurance to Landlord not less than fifteen (15) days prior to the commencement of construction. It is expressly understood that all such construction shall belong to Landlord and may not be removed by Tenant. Subject to applicable law Landlord agrees that Tenant may erect a temporary trailer in the vicinity of the demised premises for a period of time not to extend beyond June 1, 1988, which trailer shall be used solely for the provision of banking services to Tenant's customers during the course of construction. E. If this lease shall not have terminated pursuant to Section B. above, the term of this lease shall commence upon the day upon which Tenant shall receive the last of the governmental approvals described in said Section B. 8. Common Areas A. "The common areas of the Shopping Center" shall be the parking areas, driveways, walks, entrances, exits and service roads from time to time existing in the Shopping Center. Tenant agrees that it will keep the sidewalks and drive-up lanes within the area outlined in orange on Exhibit B reasonably free of snow, ice, refuse and obstructions, and Tenant shall maintain in a neat and attractive condition all landscaping shown on Exhibit B. During the term of this lease, Tenant shall reimburse Landlord, as additional rent, for Tenant's prorata share (determined as hereinafter provided) or all reasonable costs and expenses paid or incurred by or on behalf of Landlord in removing snow, ice and refuse from, operating, managing, equipping, lighting, repairing, replacing and maintaining the common areas, the drainage, lighting and utilities systems and the landscaping and gardening (if any) of the Shopping Center. Such costs shall likewise include (but shall not be limited to): premiums for liability, workmen's compensation and other insurance; wages, unemployment taxes and assessments for non-supervisory personnel; fees for required licenses and permits; supplies; reasonable depreciation of equipment used in the operation of the common areas (but there shall be excluded costs of equipment properly chargeable to capital accounts and depreciation of the original cost of constructing said common areas); and a supervisory fee equal to fifteen percent (15%) of the costs and expenses set forth in this sentence and in the preceding sentence. Tenant's prorata share of said costs and expenses shall be determined by multiplying said costs and expenses by a fraction the numerator of which is the ground floor area in the building upon the demised premises and the denominator of which is the ground floor area in all the buildings of the Shopping Center from time to time. Notwithstanding anything to the contrary contained in this paragraph, Tenant shall not be required to reimburse Landlord for any portion of any costs or expenses with respect to common areas located upon land which shall hereafter be added by Landlord to the Shopping Center unless and until such time as one or more buildings shall be erected upon said land. Tenant shall pay to Landlord on the first day of every month in advance a sum equal to the amount reasonably estimated by Landlord for such purpose at or about the commencement of the term hereof, such payments to represent payments on account of Tenant's obligations under this Article. If for the calendar year in question Tenant's prorata share of said costs and expenses shall exceed or be less than the aggregate of said payments, an appropriate adjustment shall be made upon the determination of the amount of said costs and expenses for said calendar year and the submission to Tenant of a statement setting forth Tenant's prorata share thereof. The initial monthly payment referred to above shall be replaced after the end of the first full calendar year of the term, and after each succeeding calendar year, by a monthly payment equal to one-twelfth of Tenant's actual prorata share of said costs and expenses for the immediately preceding calendar year. If there shall be any partial calendar year at the commencement or termination of the term hereof, the provisions of this Section shall apply pro tanto. At Landlord's election, however, Landlord may submit quarterly statements with respect to said costs and expenses (rather than annual statements), and in such case any deficiency in the payments made by Tenant for any quarter shall be paid to Landlord forthwith upon Tenant's receipt of the quarterly statement in question, but all other adjustments shall be made on an annual basis as set forth above. B. Tenant, subtenants and concessionaires of Tenant, and employees, agents, contractors and customers of Tenant or its subtenants or concessionaires shall have the right to use, in common with and with due regard for the rights of others entitled to use the same, the common areas of the Shopping Center for all such purposes as said various common areas shall be designated by Landlord, but only in connection with business upon the Shopping Center. Tenant will park its vehicles and will cause its subtenants and concessionaires and the employees, agents and contractors of Tenant or its subtenants or concessionaires to park their vehicles only in such areas as shall from time to time be designated by Landlord as "employee parking areas". Tenant will, on request, furnish Landlord with automobile license numbers assigned to automobiles belonging to or used by Tenant or such other persons. Tenant will cause to be affixed to such automobiles, employee identification stickers which Landlord may furnish. Landlord reserves the right at any time and from time to time to change the location or size of any of the common areas. 9. Use of Premises A. Tenant agrees that during the term of this lease the demised premises will be used and occupied for the following purposes and for no other purpose without the written consent of Landlord: a banking office. It is expressly understood and agreed, however, that neither the demised premises nor any part thereof shall be used for any of the following purposes: (a) for the operation of a drug store; (b) for the operation of a so-called vitamin and patent medicine and beauty aid store; (c) for any sort of laundry and/or dry cleaning operation; (d) for the operation of a theater; (e) for the sale of gasoline, oil and/or other allied products of a gasoline service station; (f) for the sale of wearing apparel (including without limitation shoes and other footwear); (g) for any industrial and/or warehouse purposes; (h) for the sale of any food or beverages (including without limitation alcoholic beverages) intended for consumption on or off the premises; (i) for the operation of a funeral parlor, bowling alley, billiard parlor, automobile showroom, auto service center, car wash, amusement gallery and/or office space (except for office space within a bank); or (j) for any combination of the foregoing. B. Tenant agrees that during the term of this lease: one hundred percent of the demised premises will be used for the operation of such business; the demised premises will be kept open for business at least during such hours as are customarily kept by branch banking offices in the Gilford/Laconia area; only such goods shall be warehoused and/or stored in the demised premises as are intended to be consumed in the operation of the business of the demised premises; no auction, fire, bankruptcy or going out of business sale or similar sales may be conducted or be advertised as being conducted within the demised premises; the common areas of the Shopping Center (including any sidewalks adjacent to the demised premises) shall not be used for business purposes; the windows of the demised premises shall be kept electrically lighted at least during such periods of time as the demised premises are open for business; Tenant and Tenant's employees and agents shall not solicit business in the common areas, nor shall they distribute any handbills or other advertising matter on automobiles parked, or to pedestrians, in the common areas; the plumbing facilities shall not be used for any other purpose than for the discharge of ordinary sanitary waste, and no chemicals or foreign substance of any kind which could harm said facilities shall be introduced therein, and the expense of any breakage, stoppage or damage resulting from a violation of this provision shall be borne by Tenant; no item will be displayed outside the building upon the demised premises; no nuisance will be permitted on or about the demised premises; nothing shall be done upon or about the demised premises which shall be unlawful, improper, noisy or offensive, or contrary to any law, ordinance, regulation or requirement of any public authority or insurance inspection or rating bureau or similar organization having jurisdiction, or which may be injurious to or adversely affect the quality or tone of the demised premises or the Shopping Center; the demised premises will not be overloaded, damaged or defaced; Tenant will not permit the emission of any objectionable noise or odor from the demised premises; Tenant will procure all licenses and permits which may be required for any use made of the demised premises; Tenant will keep the demised premises free of pests, rodents, and other vermin; all property will be delivered to and/or removed from the building upon the demised premises, and all waste and refuse will be removed from the building upon the demised premises in accordance with rules and regulations therefor as shall be prescribed by Landlord; the demised premises will be kept attractive in appearance and appealing to customers. Tenant will not do, or suffer to be done, or keep, or suffer to be kept, or omit to do anything in, upon or about the demised premises which may prevent the obtaining of any insurance on the demised premises or any other premises of the Shopping Center or on any property therein including, but without limitation, fire, extended coverage and public liability insurance, or which may make void or voidable any such insurance, or which may create any extra premiums for, or increase the rate of, any such insurance. If anything shall be done or kept or omitted to be done in, upon or about the demised premises which shall create any extra premiums for, or increase the rate of, any such insurance, Tenant will pay the increased cost of the same to Landlord upon demand. 10. Utilities, Repairs and Alterations A. Tenant agrees to pay all charges for heat, air conditioning, water, gas, electricity and other utilities used by the demised premises. If a charge shall be made from time to time by the public authority having jurisdiction for the use of the sanitary and/or storm sewer system, if any, Tenant shall pay the share thereof properly apportionable to the demised premises. Tenant agrees it will at all times keep sufficient heat in the demised premises to prevent the pipes therein from freezing. Tenant shall also pay any sprinkler stand-by service charges or similar charges allocable to the building upon the demised premises. B. Landlord shall not be obligated to make any repairs or alterations of any kind whatsoever to the demised premises or any part thereof. C. Tenant agrees that it will during the term of this lease make all repairs and alterations to the property which Tenant is required to maintain, as hereinafter set forth, which may be necessary to maintain the same in good repair and condition or which may be required by any laws, ordinances, regulations or requirements of any public authorities having jurisdiction, subject only to the provisions of Article 13 and 14; and that it will upon the expiration or other termination of the term of this lease remove its personal property and that of all persons claiming under it and will yield up peaceably to Landlord the demised premises and all property therein other than personal property of Tenant or persons claiming under Tenant, broom clean and in good repair and condition. The property which Tenant is required to maintain is the demised premises and every part thereof, including, Tenant's building and all other improvements upon the demised premises. Tenant also agrees to paint, varnish and otherwise redecorate the demised premises when reasonably required to keep the demised premises attractive in appearance. D. No sign may be installed or maintained by Tenant upon the exterior of the Tenant's building without the prior written approval of Landlord. It is expressly understood and agreed that no sign visible from outside the demised premises shall be an exposed neon, flashing or animated sign; that no roof signs shall be permitted; and that all signs must be affixed parallel to, and not project more than twelve (12) inches from, the front of Tenant's building. Furthermore, no sign, other than so-called "belt signs" may be erected upon the exterior of Tenant's building without the consent of the tenants of the premises in the Shopping Center now operated under the names "Star" and "Osco". However, Landlord approves the continued existence of the signs upon the demised premises on the date of this lease. Tenant agrees that neither it nor anyone claiming under it will make any installations, alterations, additions or improvements to or upon the demised premises, except only the installation of fixtures necessary for the conduct of its business, without the prior written approval of landlord. All installations, alterations, additions and improvements made to or upon the demised premises, whether made by Landlord or Tenant or any other person (except only signs and movable trade fixtures installed in the demised premises prior to or during the term of this lease at the cost of Tenant or any person claiming under Tenant), shall be deemed part of the demised premises and upon the expiration or other termination of the term of this lease shall be surrendered with the demised premises as a part thereof without disturbance, molestation or injury. Said signs and movable trade fixtures shall not be deemed part of the demised premises and may be removed by Tenant at any time or times during the term of this lease or upon the termination of the term of this lease. Movable trade fixtures shall include Tenant's vaults, automated teller machines and drive- through window equipment as well as all trade fixtures and other installations not affixed to the realty and trade fixtures and other installations affixed only by nails, screws or similar means. Movable trade fixtures shall not include linoleum or other floor covering cemented or otherwise adhesively affixed to the floor. By way of affirmation and not by way of limitation, Tenant will not without the prior written approval of Landlord, increase or diminish the size of the building upon the demised premises after the original enlargement thereof contemplated in Article 7 hereof. E. Tenant agrees that it will procure all necessary permits before making any repairs, installations, alterations, additions, improvements or removals. Landlord agrees it will cooperate with Tenant in obtaining such permits. Tenant agrees that all repairs, installations, alterations, improvements and removals done by it or anyone claiming under it shall be done in a good and workmanlike manner, that the same shall be done in conformity with all laws, ordinances and regulations of all public authorities and all insurance inspection or rating bureaus having jurisdiction, that the structure of the demised premises will not be endangered or impaired and that Tenant will repair any and all damage caused by or resulting from any such repairs, installations, alterations, additions, improvements or removals, including, but without limitation, the filling of holes. Tenant agrees to pay promptly when due all charges for labor and materials in connection with any work done by Tenant or anyone claiming under Tenant upon the demised premises so that the demised premises shall at all times be free of liens. Tenant agrees to save Landlord harmless from, and indemnify Landlord against, any and all claims for injury, loss or damage to person or property caused by or resulting from the doing of any such work. 11. Indemnity and Insurance A. Tenant agrees to save Landlord harmless from, and indemnify Landlord against, to the extent permitted by law, any and all injury, loss or damage to third parties and any and all claims for injury, loss or damage to third parties, of whatever nature (i) caused by or resulting from, or claimed to have been caused by or to have resulted from, any act, omission or negligence of Tenant or anyone claiming under Tenant (including, but without limitation subtenants and concessionaires of Tenant and, employees and contractors of Tenant or its subtenants or concessionaires), no matter where occurring, or (ii) occurring upon or about the demised premises, no matter how caused. This indemnity and hold harmless agreement shall include indemnity against all costs, expenses and liabilities incurred in connection with any such injury, loss or damage or any such claim, or any proceeding brought thereon or the defense thereof. If Tenant or anyone claiming under Tenant or the whole or any part of the property of Tenant or anyone claiming under Tenant shall be injured, lost or damaged by theft, fire, water or steam or in any other way or manner, whether similar or dissimilar to the foregoing, no part of said injury, loss or damage is to be borne by Landlord or its agents unless the same shall be caused by or result from the fault or negligence of Landlord or its agents. Tenant agrees that Landlord shall be not liable to Tenant or anyone claiming under Tenant for any injury, loss or damage that may be caused by or result from the fault or negligence of any persons occupying adjoining premises or any other part of the Shopping Center. B. Tenant will maintain general comprehensive public liability insurance, with respect to the demised premises and its appurtenances naming Landlord and Tenant as insureds, in amounts not less than $1,000,000.00 with respect to injuries to any one person and not less than $3,000,000.00 with respect to injuries suffered in any one accident, and not less than $250,000.00 with respect to damage to property. Tenant shall deliver to Landlord the policies of such insurance, or certificates thereof, at least fifteen days prior to the commencement of the term of this lease, and each renewal policy or certificate thereof, at least fifteen days prior to the expiration of the policy it renews. Each such policy shall provide that it may not be modified or canceled without at least twenty days' written notice to Landlord. All policies of insurance to be maintained by Tenant under this lease shall be written by responsible insurance companies authorized to do business in the State of New Hampshire. Upon Landlord's request from time to time during the term of this lease, the minimum limits of said insurance shall be increased to such higher limits, if any, as are customarily carried in the area in which the demised premises are located upon properties similar in type and use to the demised premises. 12. Access to Premises Landlord shall have the right to enter upon the demised premises or any part thereof without charge at all reasonable times and in case of emergency, at any time, to inspect the same, to show the demised premises to prospective purchasers or tenants, to make or facilitate any repairs, alterations, additions or improvements to the demised premises or any other part of the Shopping Center, including, but without limitation, to install and maintain in, and remove from, the demised premises, pipes, wires and other conduits (but nothing in this Article 12 contained shall obligate Landlord to make any repairs, alterations, additions or improvements); and Tenant shall not be entitled to any abatement or reduction of rent or damages by reason of any of the foregoing. No forcible entry shall be made by Landlord unless such entry shall be reasonably necessary to prevent serious injury, loss or damage to person or property. Landlord shall repair any damage to property of Tenant or anyone claiming under Tenant caused by or resulting from Landlord's making any such repairs, alterations, additions or improvements, except only such damage as shall result from the making of such repairs, alterations, additions or improvements which Landlord shall make as a result of the default, fault or negligence of Tenant or anyone claiming under Tenant. For the period commencing six (6) months prior to the expiration of the term of this lease, Landlord may maintain reasonable "For Rent" signs on the front or any part of the exterior of the demised premises. 13. Fire and Other Casualty A. If the demised premises or any part thereof, shall be damaged or destroyed by fire, the elements or other casualty, then Tenant shall give notice thereof to Landlord, and except as hereinafter otherwise provided, Tenant shall promptly thereafter repair or restore the demised premises to substantially the same condition they were in immediately prior to the casualty. The repair or restoration shall not be performed unless the plans and specifications prepared by Tenant therefor shall be approved in writing by Landlord, which approval Landlord agrees not to delay or withhold unreasonably. Tenant shall not be entitled to any abatement or reduction in rent. All insurance proceeds recovered on account of any damage or destruction by fire, the elements or other casualty shall be made available for the payment of the cost of the aforesaid repairs or restoration. Said insurance proceeds shall be deposited in escrow with instructions to the escrow holder that the escrow holder shall disburse the same to Tenant as the work of repair or restoration progresses upon certificates of the architect or engineer supervising the repair or restoration that the disbursements then requested, plus all previous disbursements made from said insurance proceeds do not exceed the cost of the repair and restoration already completed and paid for and that the balance in the escrow fund is sufficient to pay for the estimated cost of completing the repair and restoration. The escrow holder shall be the institutional lender holding a first mortgage upon the demised premises or the property of which the demised premises are a part if there shall be an institutional lender holding such first mortgage and if such institutional lender shall be willing to accept said escrow; otherwise the escrow holder shall be any bank mutually agreeable to Landlord and Tenant. If the insurance proceeds shall be less than the cost of repair or restoration, Tenant shall pay the excess cost. If the insurance proceeds shall be greater than the cost of repair or restoration, the excess shall belong to Tenant. B. It is agreed and understood that (i) if during the fourth semi- annual period preceding the expiration of the term of this lease the demised premises shall be so damaged or destroyed to the extent of twenty percent or more of their insurable value, or (ii) if during the third semi-annual period preceding the expiration of the term of this lease, the demised premises shall be so damaged or destroyed to the extent of fifteen percent or more of their insurable value, or (iii) if during the second semi-annual period preceding the expiration of the term of this lease, the demised premises shall be so damaged or destroyed to the extent of ten percent or more of their insurable value, or (iv) if during the semi-annual period immediately preceding the expiration of the term of this lease, the demised premises shall be so damaged or destroyed to the extent of five percent or more of their insurable value, either Landlord or Tenant may, if either shall so elect, terminate the term of this lease by notice to the other within twenty (20) days after such damage or destruction. In the event of any termination of the term of this lease as aforesaid the termination shall become effective on the twentieth day after the giving of the notice of termination, neither Landlord nor Tenant shall be obligated to repair or restore any damage or destruction caused by the fire or other casualty, and said insurance proceeds shall belong to Landlord, and Tenant shall pay to Landlord the amount of any "deductible" applicable to said loss. Notwithstanding the foregoing, if Landlord shall give Tenant notice of the termination of this lease as provided in this Section B. at a time when Tenant shall be entitled to extend the term of this lease pursuant to the provisions of Article 2 hereof, and if within fifteen (15) days after Tenant's receipt of said notice, Tenant shall give Landlord notice that it so elects to extend the term of this lease, then Landlord's notice of termination shall be null and void and of no force or effect. C. Tenant agrees that it will maintain at all times during the term of this lease with respect to the demised premises insurance against loss or damage by fire, the casualties covered under a so-called all risk endorsement and so-called extended coverage casualties, vandalism and malicious mischief and sprinkler leakage (if there shall be a sprinkler system) and such other casualties as may be requested by an institutional lender holding a first mortgage upon the demised premises or any property of which the demised premises are a part. Said insurance shall be in an amount not less than the replacement cost of the improvements upon the demised premises. Each year during the term of this lease, at the written request of Landlord, Tenant's insurance carrier or agent (or an appraiser, engineer, architect or contractor designated by Tenant and approved by Landlord) shall certify to Landlord that the amount of fire and other casualty insurance being maintained by Tenant upon the building and improvements upon the demised premises satisfy the foregoing provisions of this Article 13. The policies of such insurance shall name Landlord and Tenant as insureds as their interests may appear and shall be payable in case of loss to the holders of any mortgages upon the demised premises or property of which the demised premises are a part, as their interests may appear. The policies shall provide that losses payable shall be payable notwithstanding any act or negligence of any named insured. Said insurance shall be written by responsible insurance companies authorized to do business in the state wherein the Shopping Center is located and acceptable to an institutional lender holding a first mortgage upon the demised premises or the property of which the demised premises are a part. Tenant agrees that not less than fifteen days prior to the commencement of any construction work upon the demised premises and not less than thirty days prior to the expiration of each policy of such insurance, Tenant will deliver to Landlord policies or certificates of such insurance, or the renewals thereof, as the case may be. Each such policy shall provide that it may not be modified or canceled without at least twenty days' written notice to Landlord. Until completion of construction of the improvements upon the demised premises, Tenant, in lieu of maintaining the aforesaid Insurance, shall maintain so-called builder's risk insurance on such improvements in an amount reasonably satisfactory to Landlord. D. Damage or destruction by the act of any third party, including a public authority, shall be deemed damage or destruction by a casualty. All damages recoverable on account of such act shall be recovered, used and applied like insurance proceeds and to that end shall be deemed included within the meaning of the expression "insurance proceeds". 14. Eminent Domain A. If both after the execution of this lease and prior to the expiration of the term of this lease the whole of the demised premises shall be taken under the power of eminent domain, then the term of this lease shall cease as of the time when Landlord shall be divested of its title in the demised premises, and annual rent shall be apportioned and adjusted as of the time of termination. B. If only a part of the demised premises shall be taken under the power of eminent domain, and what shall remain of the demised premises cannot by repairing or rebuilding be made reasonably adequate for the operation of the business conducted in the demised premises prior to the taking, Landlord or Tenant may, at its election, terminate the term of this lease by giving the other notice of its election within twenty days after it shall receive notice of such taking, and the termination shall be effective as of the time that possession of the part so taken shall be required for public use, and annual rent shall be apportioned and adjusted as of the time of termination. If only a part of the demised premises shall be taken under the power of eminent domain and if the term of this lease shall not be terminated as aforesaid, then the term of this lease shall continue in full force and effect and Tenant shall, within a reasonable time after possession is required for public use, repair and rebuild what may remain of the demised premises so as to put the same into condition for use and occupancy by Tenant. The repair or restoration shall not be performed unless the plans and specifications prepared by Tenant therefor shall be approved in writing by Landlord, which approval Landlord agrees not to delay or withhold unreasonably. Tenant shall not be entitled to any abatement or reduction in rent. Landlord shall pay to Tenant, within seven days (7) days after receipt, that part of the award attributable to the taking of Tenant's building (excluding the land), such award to be deposited into escrow in the manner provided in Section A. of Article 13 and to be used by Tenant for such repair and restoration, any balance remaining after such repair and restoration to be paid to Landlord. C. Landlord reserves to itself, and Tenant assigns to Landlord, all rights to damages accruing on account of any taking under the power of eminent domain or by reason of any taking under the power of eminent domain or by reason of any act of any public or quasi-public authority for which damages are payable. Tenant agrees to execute such instruments of assignment as may be reasonably required by Landlord in any proceeding for the recovery of such damages if requested by Landlord, and to turn over to Landlord any damages that may be recovered in such proceeding. It is agreed and understood, however, that Landlord does not reserve to resell, and Tenant does not assign to Landlord, any damages payable for (i) trade fixtures installed by Tenant or anybody claiming under Tenant at its own cost and expense, and (ii) the unamortized cost to Tenant of the initial improvements made by Tenant to the realty which are so taken. The unamortized cost to Tenant of the initial improvements made by Tenant to the realty shall be determined in accordance with a straight-line method of amortization, and the life expectancy of said improvement used by Tenant for federal income tax purposes. The provisions of clause (ii) above shall be applicable only if any taking by eminent domain shall result in the termination of the term of this lease as above provided. 15. Defaults A. (1) If Tenant shall default in the payment of rent or other payments required of Tenant and if Tenant shall fail to cure such default within fourteen (14) days after receipt of notice of said default from Landlord, or (2) if Tenant shall default in the performance or observance of any other agreement or condition on its part to be performed or observed and if Tenant shall fail to cure said default within fifteen days after receipt of notice of said default from Landlord, or (3) if any person shall levy upon, or take this leasehold interest or any part thereof upon execution, attachment or other process of law, or (4) if Tenant shall make an assignment of its property for the benefit of creditors, or (5) if Tenant shall be declared bankrupt or insolvent according to law, or (6) if any bankruptcy or insolvency proceeding shall be commenced by or against Tenant, or (7) if a receiver, trustee or assignee shall be appointed for the whole or any part of Tenant's property, then in any of said cases, Landlord lawfully may immediately, or at any time thereafter, and without any further notice or demand, enter into and upon the demised premises or any part thereof in the name of the whole, by force or otherwise, and hold the demised premises as if this lease had not been made, and expel Tenant and those claiming under it and remove its or their property (forcibly, if necessary) without being taken or deemed to be guilty of any manner of trespass (or Landlord may send written notice to Tenant of the termination of the term of this lease), and upon entry as aforesaid (or in the event that Landlord shall send to Tenant notice of termination as above provided, on the fifth day next following the date of the sending of the notice), the term of this lease shall terminate. Notwithstanding the provisions of clauses (1) and (2) of the immediately preceding sentence, if Landlord shall have rightfully given Tenant notice of default pursuant to either or both of said clauses three (3) times during any twelve-month period, and if Tenant shall thereafter default in the payment of rent or other payments and/or the performance or observance of any other agreement or condition required of Tenant, then Landlord may exercise the right of termination provided for it in said immediately preceding sentence without first giving Tenant notice of such default and the opportunity to cure the same within the time provided in said clause (1) and/or clause (2), as the case may be. Tenant hereby expressly waives any and all rights of redemption granted by or under any present or future laws in the event of Tenant being evicted or dispossessed for any cause, or in the event Landlord terminates this lease as provided in this Article. B. In case of any such termination, Tenant will indemnify Landlord each month against all loss of rent and all obligations which Landlord may incur by reason of any such termination between the time of termination and the expiration of the term of this lease; or at the election of Landlord, exercised at the time of the termination or at any time thereafter, Tenant will indemnify Landlord each month until the exercise of the election against all loss of rent and other obligations which Landlord may incur by reason of such termination during the period between the time of the term ination and the exercise of the election, and upon the exercise of the election Tenant will pay to Landlord as damages such amount as at the time of the exercise of the election represents the amount by which the rental value of the demised premises for the period from the exercise of the election until the expiration of the term shall be less than the amount of rent and other payments provided herein to be paid by Tenant to Landlord during said period. It is understood and agreed that at the time of the termination or at any time thereafter Landlord may rent the demised premises, and for a term which may expire after the expiration of the term of this lease, without releasing Tenant from any liability whatsoever, that Tenant shall be liable for any expenses incurred by Landlord in connection with obtaining possession of the demised premises, with removing from the demised premises property of Tenant and persons claiming under it (including warehouse charges), with putting the demised premises into good condition for reletting, and with any reletting, including, but without limitation, reasonable attorneys' fees and brokers' fees, and that any monies collected from any reletting shall be applied first to the foregoing expenses and then to the payment of rent and all other payments due from Tenant to Landlord. 16. Subordination to Mortgages Tenant agrees that upon the request of Landlord it will subordinate this lease and the lien hereof to the lien of any present or future mortgage or mortgages upon the demised premises or any property of which the demised premises are a part, irrespective of the time of execution or time of recording of any such mortgage or mortgages. Tenant agrees that it will upon the request of Landlord execute, acknowledge and deliver any and all instruments deemed by Landlord necessary or desirable to give effect to or notice of such subordination. Tenant also agrees that if it shall fail at any time to execute, acknowledge or deliver any such instrument requested by Landlord, Landlord may, in addition to any other remedies available to it, execute, acknowledge and deliver such instrument as the attorney-in-fact of Tenant and in Tenant's name; and Tenant hereby makes, constitutes and irrevocably appoints Landlord as its attorney-in-fact for that purpose. The word "mortgage" as used herein includes mortgages, deeds of trust or other similar instruments and modifications, consolidations, extensions, renewals, replacements and substitutes thereof. Whether the lien of any mortgage shall be superior or subordinate to the lien of this lease, Tenant agrees that it will,upon request, attorn to the holder of such mortgage or anyone claiming under such holder and their respective successors and assigns in the event of foreclosure of or similar action taken under such mortgage. Notwithstanding anything to the contrary contained in this Article 16, if Tenant shall be required to subordinate this lese and the lien hereof to the lien of any mortgage, Landlord shall use its best efforts to cause the holder of such mortgage to enter into an agreement with Tenant, recordable in form, to the effect that in the event of foreclosure of, or similar action taken under, such mortgage, Tenant's possession of the demised premises shall not be terminated or disturbed by such mortgage holder or anyone claiming under such mortgage holder so long as Tenant shall not be in default under this lease. 17. Waiver of Subrogation Each of Landlord and Tenant hereby releases the other, to the extent of its insurance coverage, from any and all liability for any loss or damage caused by fire, any of the extended coverage casualties or any other casualty actually insured against, even if such fire or other casualty shall be brought about by the fault or negligence of the other party, or any persons claiming under it; provided, however, this release shall be in force and effect only with respect to loss or damage occurring during such time as the releasor's policies of fire and casualty insurance shall contain a clause to the effect that this release shall not affect said policies or the right of the releasor to recover thereunder. Each of Landlord and Tenant agrees that its fire and casualty insurance policies will include such a clause so long as the same is obtainable and is includable without extra cost, or if extra cost is chargeable therefor, so long as the other party pays such extra cost. If extra cost is chargeable therefor, each party will advise the other thereof and the amount therefor, and the other party, at its election, may pay the same but shall not be obligated to do so. 18. Assignment A. Tenant agrees that it will not assign, mortgage, pledge or otherwise encumber this lease or any interest therein, or sublet the whole or any part of the demised premises without obtaining on each occasion the prior written consent of Landlord, which Landlord hereby agrees not unreasonably to withhold. B. Tenant shall pay to Landlord upon demand, and as additional rent, all reasonable legal and other expenses incurred by Landlord in connection with any request by Tenant for consent to assignment or subletting. Without intending to limit Landlord's discretion in granting or withholding such consent, it is agreed that if Tenant requests Landlord's consent to assign this lease or sublet more than fifteen percent (15%) of the floor space within the demised premises, Landlord shall have the option exercisable by notice to Tenant given within sixty (60) days after receipt of such request, to terminate this lease as of a date specified in such notice, which date shall be not less than thirty (30) or more than sixty (60) days after the date of such notice. If Landlord shall consent to any assignment of this lease by Tenant or a subletting of the whole of the demised premises by Tenant at a rent which exceeds the rent payable hereunder by Tenant, or if Landlord shall consent to a subletting of a portion of the demised premises by Tenant at a rent in excess of the subleased portion's prorata share of the rent payable hereunder by Tenant, then Tenant shall pay to Landlord, as additional rent forthwith upon Tenant's receipt of each installment of any such excess rent, one-half (1/2) of any such excess rent. Each request by Tenant for permission to assign this lease or to sublet the whole or any part of the demised premises shall be accompanied by a warranty by Tenant as to the amount of rent to be paid to Tenant by the proposed assignee or sublessee. For purposes of this paragraph, the term "rent" shall mean all fixed rent, additional rent or other payments and/or consideration payable by one party to another for the use and occupancy of premises. Tenant agrees that if a sublease is entered into, neither the rent payable thereunder nor the amount thereof passed on to any person or entity shall have deducted therefrom any expenses or costs related in any way to the subleasing of such space. If there shall be any assignment or subletting by Tenant pursuant to the provisions of this paragraph, Tenant shall remain primarily liable for the performance and observance of the covenants and agreements herein contained on the part of Tenant to be performed and observed, such liability to be (in the case of any assignment) joint and several with that of such assignee. It is expressly understood and agreed that no assignment of Tenant's interest in this lease shall be effective until such time as Tenant shall deliver to Landlord an agreement from the assignee, which agreement shall be reasonably satisfactory to Landlord in form and substance and shall provide that the assignee agrees with Landlord to be primarily liable for the performance and observance of the covenants and agreements herein contained on the part of Tenant to be performed and observed, such liability to be joint and several with that of Tenant. 19. Holding Over If Tenant or anyone claiming under Tenant shall remain in possession of the demised premises or any part thereof after the expiration of the term of this lease without any agreement in writing between Landlord and Tenant with respect thereto, prior to acceptance of rent by Landlord the person remaining in possession shall be deemed a tenant at sufference and after acceptance of rent by Landlord the person remaining in possession shall be deemed a tenant at will, subject to the provisions of this lease insofar as the same may be made applicable to a tenancy at will; provided, however, that minimum rent during such period as such person shall continue to hold the demised premises or any part thereof shall be payable at twice the highest rate payable during the term hereof. 20. Waivers Failure of Landlord to complain of any act or omission on the part of Tenant, no matter how long the same may continue, shall not be deemed to be a waiver by Landlord of any of its rights hereunder. No waiver by Landlord at any time, express or implied, of any breach of any provision of this lease shall be deemed a waiver of a breach of any other provision of this lease or a consent to any subsequent breach of the same or any other provision. If any action by Tenant shall require Landlord's consent or approval, Landlord's consent to or approval of such action on any one occasion shall not be deemed a consent to or approval of said action on any subsequent occasion or consent to or approval of any other action on the same or any subsequent occassion. No payment by tenant or acceptance by Landlord of a lesser amount than shall be due from Tenant to Landlord shall be deemed to be anything but payment on account, and the acceptance by Landlord of a check for a lesser amount with the endorsement or statement thereon or upon a letter accompanying said check that said lesser amount is payment in full shall not be deemed an accord and satisfaction, and Landlord may accept said check without prejudice to recover the balance or pursue any other remedy. Any and all rights and remedies which Landlord may have under this lease or by operation of law, either at law or in equity, upon any breach, shall be distinct, separate and cumulative and shall not be deemed inconsistent with each other; and no one of them, whether exercised by Landlord or not, shall be deemed to be in exclusion of any other; and any two or more of all of such rights and remedies may be exercised at the same time. 21. Rules and Regulations Tenant will observe and comply with, and will cause its subtenants and concessionaires, and its and their employees and agents, to observe and comply with reasonable rules and regulations from time to time promulgated by Landlord for the benefit and prosperity of the Shopping Center. However, neither Tenant nor anyone claiming under it shall be bound by any such rules and regulations until such time as Tenant receives a copy thereof. 22. Quiet Enjoyment Landlord agrees that upon Tenant's paying the rent and performing and observing the agreements, conditions and other provisions on its part to be performed and observed, Tenant shall and may peaceably and quietly have, hold and enjoy the demised premises during the term of this lease without any manner of hindrance or molestation from Landlord or anyone claiming under Landlord, subject, however, to the terms of this lease and any instruments having a prior lien. 23. Labor Disputes While any addition to the Shopping Center is being built, Tenant agrees that all repairs, alterations, additions, improvements, installations and other work other than its ordinary course of business done upon or about the demised premises by it or anyone claiming under it will be done or carried on in such manner as to avoid or prevent any labor disputes. 24. Failure of Performance If tenant shall default in the performance or observance of any agreement or condition in this lease contained on its part to be performed or observed other than an obligation to pay money, and shall not cure such default within fifteen days after notice from Landlord specifying the default (or shall not within said period commence to cure such default and thereafter prosecute the curing of such default to completion with due diligence), Landlord may, at is option, without waiving any claim for damages for breach of agreement, at any time thereafter cure such default for the account of Tenant, and any amount paid or any contractual liability incurred by Landlord in so doing shall be deemed paid or incurred for the account of Tenant, and Tenant agrees to reimburse Landlord therefor or save Landlord harmless therefrom; provided that Landlord may cure any such default as aforesaid prior to the expiration of said waiting period by after notice to Tenant, if the curing of such default prior to the expiration of said waiting period is reasonably necessary to protect the real estate or Landlord's interest therein, or to prevent injury or damage to persons or property. If Tenant shall fail to reimburse Landlord upon demand for any amount paid for the account of Tenant hereunder, said amount, together with interest at the rate set forth in Article 33 hereof, shall be added to and become due as a part of the next payment of rent due hereunder. 25. Miscellaneous A. The words "Landlord" and "Tenant" and the pronouns referring thereto, as used in this lease, shall mean, where the context requires or admits, the persons named herein as Landlord and as Tenant, respectively, and their respective heirs, legal representatives, successors and assigns, irrespective of whether singular or plural, masculine, feminine or neuter. Except as hereinafter provided otherwise, the agreements and conditions in this lease contained on the part of Landlord to be performed and observed shall be binding upon Landlord and its heirs, legal representatives, successors and assigns and shall enure to the benefit of Tenant and its heirs, legal representatives, successors and assigns; and the agreements and conditions on the part of Tenant to be performed and observed shall be binding upon Tenant and its heirs, legal representatives, successors and assigns and shall enure to the benefit of the Landlord and its heirs, legal representatives, successors and assigns. The word "Landlord", as used herein means only the owner for the time being of Landlord's interest in this lease; that is, in the event of any transfer of Landlord's interest in this lease the transferor shall cease to be liable, and shall be released from all liability for the performance or observance of any agreements or conditions on the part of the Landlord to be performed or observed subsequent to the time of said transfer, it being understood and agreed that from and after said transfer the transferee shall be liable for the performance and observance of said agreements and conditions. If Tenant shall consist of more than one person or if there shall be one or more guarantor of Tenant's obligations, then the liability of all such persons, including the guarantors, if any, shall be joint and several, and the work "Tenant", as used in clauses (4), (5), (6) and (7) of Section A. of Article 15 of this lease, shall be deemed to mean any one of such persons. No trustee, shareholder or beneficiary of any trust which holds Landlord's interest in this lease shall be personally liable for any of the covenants or agreements, express or implied, hereunder. Landlord's covenants and agreements shall be binding upon the trustees of said trust as trustees as aforesaid and not individually and shall be binding upon the trust estate. Without limiting the generality of the foregoing, and whether or not all or any part of Landlord's interest in this lease shall, from time to time, be held by a trust, Tenant specifically agrees to look solely to Landlord's interest in the Shopping Center for recovery of any judgment from Landlord; it being specifically agreed that Landlord shall never be personally liable for any such judgment. B. It is agreed that if any provisions of this lease shall be determined to be void by any court of competent jurisdiction then such determination shall not affect any other provisions of this lease, all of which other provisions shall remain in full force and effect; and it is the intention of the parties hereto that if any provision of this lease is capable of two constructions, one of which would render the provision void and the other of which would render the provision valid, then the provision shall have the meaning which renders it valid. C. This instrument contains the entire and only agreement between the parties, and no oral statements or representations or prior written matter not contained in this instrument shall have any force or effect. This lease shall not be modified in any way except by a writing subscribed by both parties. D. At any time after the commencement of the term hereof and within five days after receipt by Tenant of a written request from Landlord, Tenant shall acknowledge in writing to any mortgagee or purchaser or prospective mortgagee or purchaser designated by Landlord that this lease is unmodified and in full force and effect, that Landlord is not in default under this lease, that Tenant has no right of set off against rents for any reason, and any other information reasonably requested. E. Wherever in this lease provision is made for the doing of any act by any person it is understood and agreed that said act shall be done by such person at its own cost and expense unless a contrary intent is expressed. F. For purposes of Article 10 C. hereof, the word "repairs" includes the making of replacements when necessary. 26. Delays In any case where either party hereto is required to do any act (other than make a payment of money), delays caused by or resulting from Act of God, war, civil commotion, fire or other casualty, labor difficulties, shortages of labor, materials or equipment, government regulations or other causes beyond such party's reasonable control (other than such party's financial condition) shall not be counted in determining the time during which such work shall be completed whether such time be designated by a fixed date, a fixed time or "a reasonable time". In any case where work is to be paid for out of insurance proceeds or condemnation awards, due allowance shall be made, both to the party required to perform such work and to the party required to make such payment, for delays in the collection of such proceeds and awards. The provisions of this Article shall not apply to the commencement date of the term of this lease as set forth in Article 7. 27. Notices All notices and other communications authorized or required hereunder shall be in writing and shall be given by mailing the same by certified or registered mail, return receipt requested, postage prepaid. If given to Tenant the same shall be mailed to Tenant at 1 Indian Head Plaza, Nashua, New Hampshire 03060, or to such other person or at such other address as Tenant may hereafter designate by notice to Landlord; and if given to Landlord the same shall bee mailed to Landlord c/o The Haughey Company, 1660 Soldiers Field Road, Boston, Massachusetts 02135, or to such other person or at such other address as Landlords may hereafter designate by notice to Tenant. In the event the notice mailed with sufficient postage as above provided shall not be received upon attempted delivery thereof to the proper address and shall be received upon attempted delivery thereof to the proper address and shall be returned by the Postal Service to the sender because of a refusal of receipt, the absence of a person to receive, or otherwise, the time of the giving of such notice shall be the time of such attempted delivery. If the Landlord shall give Tenant notice of the name and address of the holder of any mortgage on the demised premises or any property of which the demised premises is a part, then Tenant shall send a copy of any notice given to Landlord to such mortgagee, by mailing the same (simultaneously with giving such notice to Landlord) by certified or registered mail, return receipt requested, postage prepaid. 28. Headings The headings for the various Articles of this lease are used only as a matter of convenience for reference, and are not to be considered a part of this lease or to be used in determining the intent of the parties to this lease. 29. Effectiveness The submission of this lease for examination does not constitute a reservation of, or option for, the demised premises and this lease becomes effective as a lease only upon execution and unconditional delivery thereof by both Landlord and Tenant. 30. Brokers Tenant hereby represents and warrants to Landlord that it has dealt with no broker in connection with this lease and there are no brokerage commissions or other finders' fees in connection herewith. Tenant hereby agrees to hold Landlord harmless from, and indemnified against, all loss or damage (including without limitation, the cost of defending the same) arising from any claim by any broker claiming to have dealt with Tenant. 31. Removal Intentionally Omitted. 32. Recordings Tenant shall not record this lease and any recording of this lease by Tenant shall constitute a material breach by Tenant and shall entitle Landlord, at its election, to immediately terminate this lease pursuant to the provisions of Article 15 hereof. At the request of either party, Landlord and Tenant shall execute a short form lease with respect hereto in recordable form. At the request of either party, after the commencement of the term of this lease, Landlord and Tenant shall execute an instrument setting forth the term of this lease, and the commencement and expiration dates. 33. Interest If any payment of rent (minimum, percentage or additional) or any other payment payable hereunder by Tenant to Landlord shall not be paid when due, the same shall bear interest from the date when the same was payable until the date paid at the lesser of (a) two percent (2%) per annum in excess of the prime interest rate of The First National Bank of Boston from time to time (that is, two percent (2%) per annum in excess of the interest rate announced by said bank as its "prime" or "base" interest rate), or (b) the highest lawful rate of interest which Landlord may charge to Tenant without violating any applicable law. Such interest shall constitute additional rent payable hereunder. 34. Merchant's Association Intentionally Omitted. 35. Modification In the event that any holder or prospective holder of any mortgage, as hereinbefore defined, shall request any modification of any of the provisions of this lease Landlord shall so advise Tenant. If said requested modification shall not substantially affect Tenant's rights (a provision directly related to the rents payable hereunder, the duration of the term hereof, or the size, use or location of the demised premises being deemed to affect substantially Tenant's rights), Tenant agrees that Tenant will enter into a written agreement in recordable form with such holder or prospective holder which shall effect such modification and provide that such modification shall become effective and binding upon Tenant and shall have the same force and effect as an amendment to this lease in the event of foreclosure or other similar action taken by such holder or prospective holder. 36. Fire Preventive Devices Tenant agrees to supply and maintain in the demised premises any fire prevention equipment required pursuant to any law, ordinance, regulation or requirement of any public authority or insurance inspection or rating bureau or similar organization having jurisdiction. 37. Sale of Stock Intentionally Omitted. 38. Interruption of Services With respect to any services furnished by Landlord to Tenant, landlord shall in no event be liable for failure to furnish the same when prevented from doing so by strike, lockout, breakdown, accident, order or regulation of or by any governmental authority, or failure of supply, or inability by the exercise of reasonable diligence to obtain supplies, parts or employees necessary to furnish such services, or because of war or other emergency, or for any cause beyond Landlord's reasonable control, or for any cause due to any act or neglect of Tenant or its servants, agents, employees, licensees or any person claiming by, through or under Tenant, and in no event shall Landlord ever be liable to Tenant for any indirect or consequential damages. IN WITNESS WHEREOF, each of Landlord and Tenant has caused this instrument to be duly executed all as of the day and year first above written. SIGNED IN THE PRESENCE OF: LANDLORD: /s/ TRACY A. FALSI /s/ PHILIP C. HAUGHEY Philip C. Haughey, Trustee As Aforesaid And Not Individually /s/ TRACY A. FALSI /s/ ANDREW J. MCCARTHY Andrew J. McCarthy, Trustee As Aforesaid And Not Individually TENANT: SIGNED IN THE PRESENCE OF: INDIAN HEAD NATIONAL BANK /s/ MARY T. MILLER By: /s/ BRUCE N. JOHNSTONE President ATTEST: /s/ DIANE HART By: /s/ JAMES C. REAL Secretary (Corporate Seal) COMMONWEALTH OF MASSACHUSETTS Suffolk, SS. On this 20th day of November, 1987, before me, the undersigned notary, personally appeared Philip C. Haughey and Andrew J. McCarthy, known to me or satisfactorily proven to be the persons whose names are subscribed to the within instrument and acknowledged that they executed the same in their capacity as Trustees of The St. John Realty Trust for the purposes therein contained. Before me, /s/ KENNETH H. JAMES Notary Public My Commission Expires: STATE OF NEW HAMPSHIRE Hillsborough, SS. On this 10th, day of November, 1987, before me, the undersigned notary, personally appeared Bruce N. Johnstone, President of Indian Head National Bank, and acknowledged the foregoing instrument to be his free at and deed in his said capacity and the free act and deed of said corporation. Before me, /s/ JOSEPH B. REILLY Notary Public My Commission Expires: EXHIBIT A (SHEET ONE) The demised premises consist of a certain parcel of land (herein referred to as the :"demised Premises") in a shopping center (herein referred to as "Shopping Center") situated in Gilford, Belknap County, New Hampshire. The Shopping Center consists of the land (and all improvements that may from time to time be thereon) represented by the area outlined by a bold line upon the plan attached to Sheet Two of this Exhibit A and made a part hereof, as the same may be increased by integration by Landlord of adjacent property or decreased by disposition by Landlord shall of any part thereof. No such integration or disposition by Landlord shall be deemed to have occurred until such time as Landlord shall give notice thereof to Tenant. The demised premises are located in the area outlined in red upon the plan attached to Sheet Two of this Exhibit A, and are more particularly described on Sheet Three of this Exhibit A. As used in the lease, the words "the demised premises" includes Tenant's building where the context so permits. It is understood and agreed that said plan is intended respectively only to show the approximate size of the Shopping Center and the approximate size and location of the demised premises and for no other purpose. Any other matters shown thereon are projections of Landlord and may be changed by Landlord at any time and from time to time. The Shopping Center is more particularly described in Exhibit A-1 attached hereto and made a part hereof. EXHIBIT A (SHEET TWO) Floor Plan - St John Realty Trust EXHIBIT A (SHEET THREE) The demised premises consist of that certain parcel of land in Gilford, Belknap County, New Hampshire bounded and described as follows: Beginning at an iron pin ninety-three and fifty hundredths feet (93.50') from the southerly side of Route #11; thence turning north seventy-six degrees thirty-two minutes thirty seconds west (N 76 32' 30" W) ninety feet (90'), more or less, to an iron pin set in the ground; thence turning and running south thirteen degrees twenty-seven minutes thirty seconds west (S 13 27' 30" W) sixty feet (60'), more or less, to an iron pin set in the ground; thence turning and running south seventy-six degrees thirty-two minutes thirty seconds east (S 76 32' 30" E) ninety feet (90'), more or less, to an iron pin set in the ground; thence turning and running north thirteen degrees twenty-seven minutes thirty seconds east (N 13 27' 30" E) sixty feet (60'), more or less, to the bound begun at. Together with that portion of the area labeled "New Drive-Through & Canopy" upon the plan attached hereto and made a part hereof as Exhibit B which is not already included in the parcel of land described above. EXHIBIT A-1 The Shopping Center consists of that certain parcel of land in Gilford, Belknap County, New Hampshire, more particularly described as follows: ------------------------------------------------------------------------------ Beginning at an iron pin set in the ground on the southerly line of U.S. Federal Highway, Route #11, said iron pin being Station 14+05.68 of layout; thence South 34 -02'-30" East, 40.05 feet to an iron pin; thence, South 3 -01'-00" West, 66.00 feet to an iron pin; thence, continuing on the same bearing 100.00 feet to an iron pin; thence, South 61 -04'-10" East, 602.13 feet to an iron pin set on the westerly line of Public Service Company of New Hampshire easement (B.C.R., Book 405, Page 224); thence, South 42 -42'-40" West and along the westerly side of said easement, a distance of 1191.50 feet to an iron pin set in the ground at a fence and wall; thence, South 59 -48'-30" west and along said fence and wall a distance of 925.30 feet, more or less, to a corner in said wall; thence, to the right and running on a magnetic bearing of North 32 -12'-00" East, 463.00 feet, more or less, to a corner; thence, North 76 -32'-30" West, 402.00 feet to a point; thence, North 13 -27'-30" East, 257.00 feet to an iron pin set in the ground on the southerly side of land formerly of the Old Lake Shore Railroad; thence, turning to the left and crossing said railroad land a distance of 66.00 feet to an iron pin set in the ground on the northerly side of said railroad land; thence, turning to the right and running on a curve to the right, said curve having a radius of 2897.93 feet, a distance of 232.21 feet to an iron pin set in the ground; thence, turning to the left and on a magnetic bearing of North 12 -00' East, 266.67 feet to an iron pin set in the ground on the southerly side of U.S. Federal Highway, Route #11; thence, turning to the right and running on a curve to the right, said curve having a radius of 2814.93 feet, a distance of 261.48 feet to a point of tangency at Station 7+45.16 of layout of U.S. Federal Highway, Route #11; thence, running on a magnetic bearing of South 76 -32'-30" East, a distance of 660.52 feet to the point of beginning. EX-13 4 EXHIBIT 13--ANNUAL REPORT SELECTED FINANCIAL DATA
At or For Years Ended December 31 (In thousands, except per share data) 1994 1993(1 & 2) 1992 1991(4 & 5) 1990(6) Statement of Income Data: Net interest and dividend income $ 28,049 $ 26,457 $ 25,322 $ 22,902 $ 21,681 Provision for loan and lease losses 425 2,970 2,911 3,830 4,005 Net income (loss) available to common stock 5,205 4,725 3,528 1,891 (846) Common earnings (loss) per share(3) 1.35 1.24 .92 .50 (.22) Common dividends declared per share(3) .84 .65 .54 .64 .90 Preferred dividends declared per share 1.3875 1.3875 1.3875 1.3875 .925 Balance Sheet Data: Total assets 755,936 735,121 661,149 661,508 613,684 Net loans and leases 562,288 464,915 469,575 471,942 481,622 Investments(7) 123,259 193,808 123,661 131,964 72,343 Deposits 551,539 551,205 575,517 563,938 509,247 Advances from Federal Home Loan Bank of Boston 92,201 46,801 -- 19,000 26,000 Total shareholders' equity 78,128 75,784 73,308 71,482 71,470 Common shareholder's equity 74,562 72,193 69,710 67,884 67,853 Common shareholders' equity per share(3) 19.15 18.79 18.29 17.86 17.90 Average Balance Data: Total assets 770,117 665,985 672,119 633,359 592,784 Interest earning assets 691,739 615,504 623,120 590,647 546,586 Loans and leases (net of unearned income) 521,711 484,074 478,665 485,730 466,841 Interest bearing liabilities 620,125 557,533 570,369 533,030 487,023 Common shareholders' equity 73,306 71,327 68,162 67,965 72,634 Financial Ratios: Return on average common shareholders' equity 7.10% 6.66% 5.18% 2.78% (1.16%) Return on average assets .68% .71% .52% .30% (.14%) During 1993, the Company merged together its three banking subsidiaries, Cheshire County Savings Bank, The Monadnock Bank and The Valley Bank. The resulting consolidated bank, Cheshire County Savings Bank, changed its name to CFX BANK on November 15, 1993. On September 1, 1993, the Company, through its subsidiary, Cheshire County Savings Bank, acquired the remaining 52.4% of Colonial Mortgage, Inc. (renamed CFX MORTGAGE, INC.). Previously, the Company owned 47.6% and as a result of the purchase Colonial became a wholly-owned subsidiary. The transaction was accounted for by the purchase method of accounting. (See Note B of the "Notes to Consolidated Financial Statements".) Common per share data has been restated to reflect the Company's 5% stock dividend declared on December 12, 1994. On September 7, 1991, the Company, thorugh its subsidiary, The Valley Bank, acquired certain assets and assumed all deposits of The Family Bank and Trust. The Family Bank and Trust had been declared insolvent by the New Hampshire Bank Commissioner and placed into Federal Deposit Insurance Corporation receivership on September 6, 1991. State of Financial Standards No. 109, "Accounting for Income Taxes", was adopted by the Company effective January 1, 1991. The cumulative effect of the change in accounting principle on years prior to 1991 was to increase 1991 Common Stock by $1,603,000, or $.42 per share. On April 30, 1990 and on June 22, 1990, the Company acquired all of the outstanding capital stock of The Valley Bank and Village Savings Bank, respectively. The transactions were accounted for by the purchase method of accounting. Investments include trading securities, investment securities, Federal Home Loan Bank of Boston stock, and interest bearing deposits with other banks.
FINANCIAL CONTENTS Management's Discussion and Analysis 14 Consolidated Financial Statements Consolidated Balance Sheets 30 Consolidated Statements of Income 31 Consolidated Statements of Shareholders' Equity 32 Consolidated Statements of Cash Flows 33 Notes to Consolidated Financial Statements A. Significant Accounting Policies 34 B. Mergers and Acquisitions 39 C. Restrictions on Cash and Due from Bank Accounts 40 D. Trading Securities 40 E. Investment Securities 40 F. Mortgage Loans Held for Sale 43 G. Loans and Leases 43 H. Allowance for Loan and Lease Losses 43 I. Premises and Equipment 44 J. Foreclosed Real Estate 44 K. Deposits 45 L. Short-Term Borrowed Funds 46 M. Advances from Federal Home Loan Bank of Boston 46 N. Due to Broker 46 O. Preferred Stock 47 P. Income Taxes 47 Q. Pension and 401(k) Plans 51 R. Stock Option Plan 52 S. Employee Stock Purchase Plan 52 T. Restrictions on Subsidiary Dividends, Loans and Advances 53 U. Loans to Related Parties 53 V. Commitments and Contingencies 53 W. Financial Instruments 54 X. Fair Value of Financial Instruments 56 Y. Financial Instruments with Off-Balance-Sheet Risk 58 Z. Segment Information 60 AA. CFX Corporation (Parent-Company-Only) Condensed Financial Statements 61 BB. Quarterly Results of Operations (Unaudited) 63 Report of Management-Assessment of Internal Controls Over Financial Reporting 64 Reports of Wolf & Company, P.C., Independent Auditors 65 Directors and Officers of CFX Corporation 66 Trustees and Banking Partners of CFX BANK 66 Directors and Mortgage Banking Partners of CFX MORTGAGE, INC. 67 Management of CFX FUNDING L.L.C. 67 Information on Common Stock 68 Corporate Information 69 Management's Discussion and Analysis General All information within this section should be read in conjunction with the Consolidated Financial Statements and Notes thereto included elsewhere in this annual report and the tables appearing throughout the discussion and analysis. All references in the discussion to financial condition and to results of operations are to the consolidated position and results of CFX Corporation (formerly known as Cheshire Financial Corporation) and its subsidiary (the Company), taken as a whole. CFX Corporation is a bank holding company incorporated under the laws of the State of New Hampshire. The Company's wholly-owned subsidiary is CFX BANK (the Bank), headquartered in Keene, New Hampshire. The Bank's direct subsidiaries, both of which are wholly-owned, are CFX CAPITAL SYSTEMS, INC. (CFX CAPITAL) and CFX FINANCIAL SERVICES, INC. (CFX FINANCIAL). CFX CAPITAL's wholly-owned subsidiary is CFX MORTGAGE, INC. (previously named Colonial Mortgage, Inc. [Colonial]), which engages in mortgage banking. Prior to September 1, 1993, CFX CAPITAL owned 47.6% of Colonial, and as a result of the acquisition of the remaining 52.4%, Colonial became a wholly-owned subsidiary. The transaction was accounted for by the purchase method of accounting. CFX FINANCIAL owns 51% of CFX FUNDING L.L.C., which engages in the facilitation of lease financing and securitization. (Please refer to Note B of the "Notes to Consolidated Financial Statements" for more detail on CFX's acquisition of Colonial.) The operating results of the Company depend primarily on its net interest and dividend income, which is the difference between (i) interest and dividend income on earning assets, primarily loans, leases, trading and investment securities, and (ii) interest expense on interest bearing liabilities, which consist of deposits and borrowings. The Company's results of operations are also affected by the provision for loan and lease losses, resulting from the Company's assessment of the adequacy of the allowance for loan and lease losses; the level of its other operating income,including gains and losses on the sale of loans and securities, and loan and other fees; operating expenses; and income tax expenses and benefits. Financial Condition-Loans and Leases The table below sets forth the composition of the Company's loan portfolio at the dates indicated:
December 31 (Dollars in thousands) 1994 1993 % of % of Balances Portfolio Balances Portfolio Real estate: Residential $379,181 66.60% $312,828 66.24% Construction 7,761 1.36 9,292 1.97 Commercial 82,468 14.49 76,955 16.29 Commercial, financial, and agricultural 48,020 8.44 42,835 9.07 Warehouse lines of credit to leasing companies 15,339 2.69 5,428 1.15 Consumer and other 36,544 6.42 24,934 5.28 569,313 100.00% 472,272 100.00% Less: Allowance for loan and lease losses 7,025 7,357 Net loans and leases $562,288 $464,915
Total loans and leases were $569,313,000, or 75% of total assets, at December 31, 1994, compared with $472,272,000, or 64% of total assets, at December 31, 1993. Total loans and leases have increased by $97,041,000 since December 31, 1993, primarily due to residential real estate loans generated by CFX MORTGAGE. In addition, increased capacity in commercial lending and increased focus on consumer finance activities has contributed to new growth for the Company. Moreover, the Company's new lease financing and securitization company, CFX FUNDING, has also increased the Company's lending volumes. Through its national securitization program (the Program), CFX FUNDING establishes relationships with lessors who are selected by CFX FUNDING to participate in the Program based on a variety of factors, including the lessor's demonstrated portfolio performance, underwriting criteria, experience in the leasing industry, and credit history. CFX FUNDING arranges for short- term warehousing lines of credit with CFX BANK based on the credit of the participating leasing company. The warehouse line of credit enables the Program participants to originate leases for portfolio sale or securitization. Upon securitization, CFX FUNDING functions as the Master Servicer with respect to the lease receivables. During 1994, CFX FUNDING facilitated one major lease portfolio sale and several smaller sales to private investors. Lease receivables sold in 1994 totaled approximately $13,832,000, with outstanding loan balances of approximately $11,278,000. In January 1995, the Company completed the facilitation of its first lease portfolio securitization (rated A+ by Duff & Phelps). Leases securitized in January 1995 totaled approximately $14,900,000 with outstanding loan balances of approximately $13,654,000. Risk Elements Nonperforming assets are evaluated quarterly by management to ensure proper classification and to confirm that the recorded carrying values of the assets are reasonable and in accordance with generally accepted accounting principles, regulatory requirements, and the Company's policies. Loans are placed on nonaccrual status when management determines that significant doubt exists as to the collectibility of principal or interest on a loan. In addition, commencing in the third quarter of 1993, all loans past due 90 days or more as to principal or interest were placed on nonaccrual status. Previously, such loans which, in management's judgment, were fully secured and in the process of collection (through legal action or, in appropriate circumstances, through collection efforts reasonably expected to result in repayment of the debt or in its restoration to a current status in the near future) continued to accrue interest. The following table provides information with respect to the Company's nonperforming loans and assets at the dates indicated:
December 31 (Dollars in thousands) 1994 1993 Nonaccrual (nonperforming) loans $6,536 $6,472 Foreclosed real estate 1,898 3,737 Valuation allowance on foreclosed real estate (325) (384) Total nonperforming assets $8,109 $9,825 Nonperforming loans as a percent of total loans 1.15% 1.37% Nonperforming assets as a percent of total assets 1.07% 1.34%
The following table provides the composition of the Company's nonperforming loans and assets at the dates indicated:
December 31 (Dollars in thousands) 1994 1993 % of % of Balances Portfolio Balances Portfolio Nonperforming loans: Real estate: Residential $4,069 62.2% $2,088 32.3% Commercial 1,442 22.1 3,737 57.7 Commercial, financial, and agricultural 1,007 15.4 460 7.1 Consumer and other 18 .3 187 2.9 6,536 100.0% 6,472 100.0% Foreclosed real estate: Real estate: Residential 859 54.6% 2,471 73.7% Construction 330 21.0 352 10.5 Commercial 709 45.1 914 27.3 Valuation allowance (325) (20.7) (384) (11.5) 1,573 100.0% 3,353 100.0% Total nonperforming assets $8,109 $9,825
The following table provides a rollforward of the Company's foreclosed real estate at the dates indicated:
December 31 (In thousands) 1994 1993 Balance at beginning of year $ 3,353 $ 11,929 Additions 696 3,887 Provision for losses (207) (673) Pay-offs/sales/other (2,269) (11,790) Balance at end of year $ 1,573 $ 3,353
During the fourth quarter of 1993, the Company sold $6,600,000 in nonperforming assets to a private investor. This bulk sale of nonperforming assets, along with other efforts to reduce nonperforming assets, yielded a $13,186,000 (57%) reduction in nonperforming assets during 1993. During 1994, total nonperforming assets decreased by $1,716,000, or 17.50%. Allowance for Loan and Lease Losses The allowance for loan and lease losses is maintained through charges to earnings. Loan and lease losses recognized, and recoveries received, are charged or credited directly to the allowance. The Company's management determines the level of the allowance for loan and lease losses based upon a review of the Company's loan and lease portfolio. This review identifies specific problem loans and leases requiring allocations of the allowance and also estimates an allocation for potential loan and lease losses based on current economic conditions and historical experience. Changes in the allowance for loan and lease losses are as follows:
Year Ended December 31 (Dollars in thousands) 1994 1993 1992 Balance at beginning of year $7,357 $7,909 $6,957 Allowance of acquired subsidiaries -- 13 -- Allowance acquired through regulatory- assisted transactions -- -- 350 Provision for loan and lease losses 425 2,970 2,911 Loans charged-off (1,172) (3,904) (2,523) Recoveries of loans previously charged-off 415 369 214 Balance at end of year $7,025 $7,357 $7,909 Allowance for loan and lease losses as a percent of total loans 1.23% 1.56% 1.66% Allowance for loan and lease losses as a percent of total nonperforming loans 107.48% 113.67% 71.37%
Management considers the allowance for loan and lease losses to be adequate in view of its evaluation of the Company's loan and lease portfolio, the level of nonperforming loans and leases, current economic conditions and historical experience with loan and lease losses. Trading Securities and Investment Securities Effective December 31, 1993, the Company adopted the provisions of Statement of Financial Accounting Standards (SFAS) No. 115, "Accounting for Certain Investments in Debt and Equity Securities". (Please refer to Notes A and E of the "Notes to Consolidated Financial Statements" for more information on the new accounting standard for investment securities.) The Statement establishes standards for all debt securities and for equity securities that have readily determinable fair values. As required under SFAS No. 115, prior year financial statements were not restated. SFAS No. 115 requires that investments in debt securities that management has the positive intent and ability to hold to maturity be classified as "held to maturity" and reflected at amortized cost. Investments that are purchased and held principally for the purpose of selling them in the near term are classified as "trading securities" and reflected on the balance sheet at fair value, with unrealized gains and losses included in earnings. Investments not classified as either of the above are classified as "available for sale" and reflected on the balance sheet at fair value, with unrealized gains and losses excluded from earnings and reported as a separate component of shareholders' equity, net of related income tax effects. The cumulative effect of the change in accounting principle at December 31, 1993 was to decrease shareholders' equity by $187,000. There was no effect on net income for the year ended December 31, 1993 relating to the adoption of SFAS No. 115. Prior to December 31, 1993, debt securities that management had the intent and ability to hold until maturity were reflected at amortized cost. Marketable equity securities held for trading were stated at the lower of aggregate cost or fair value. Other marketable equity securities and securities held for sale were stated at the lower of aggregate cost or fair value. Net unrealized losses applicable to other marketable equity securities were reflected as a charge to shareholders' equity while write-downs applicable to securities held for sale were reflected in the statements of income: Trading securities and investment securities consist of the following at the dates indicated:
December 31 (In thousands) 1994 1993 Trading securities $ 236 $ 61,999 Investment securities: Securities available for sale 4,358 21,695 Securities held to maturity 109,531 96,044 Total investment securities 113,889 117,739 Total trading and investment securities $114,125 $179,738
Included within the trading portfolio, at December 31, 1993, was the Company's wholesale leverage program. The Company began this program in October 1993, and authorized $100 million to be invested in the program. The objective of this program was to enhance the Company's earnings and return on equity through leveraging the balance sheet. However, as a result of significant loan growth experienced in 1994, and anticipated loan growth in the future, the wholesale leverage program was completely liquidated as of October 31, 1994. In addition, management does not anticipate using this program in the foreseeable future. The program involved the purchasing of federal agency mortgage pass-through securities, investment grade asset-backed securities, and investment grade short-term commercial paper. The funding of these purchases was from short- term repurchase agreements and Federal Home Loan Bank of Boston advances. The intent of this program was to take advantage of market mispricing, primarily based on option adjusted spread differentials. Fundamental to the conduct of the activities was the minimization of credit risk and interest rate risk. Credit risk was controlled by purchasing federal agency mortgage pass-through securities, investment grade asset-backed securities, and investment grade short-term commercial paper. Interest rate risk was controlled through the use of hedging instruments. The leverage program activities, along with the related hedging instruments, were considered trading, and therefore, all securities were carried at fair value. As a result, both gains or losses on sales and adjustments to fair value were recorded in the consolidated statements of income as a net gain (loss) on trading activities. To determine the success of these activities, the Company calculated a total return consisting of interest income and fair value changes of the investments and hedge instruments net of interest expense incurred in funding the activities. Hedge instruments, primarily including futures and options contracts and interest rate swap agreements, were used to produce a net asset duration of six months or less. Settled positions were funded with borrowings of similar duration to the net asset duration. The following table illustrates the results of this program since inception:
Year Ended December 31 (Dollars in thousands) 1994 1993 Interest income $ 1,719 $ 332 Interest expense 1,149 176 Net interest income 570 156 Fair value change (528) (83) Total return $ 42 $ 73 Average investment $50,353 $36,253 Percentage return on average investment .08% .60%
Deposits The following table shows the various components of average deposits and the respective rates paid on such deposits:
Year Ended December 31 (Dollars in thousands) 1994 1993 Amount Rates Amount Rates Noninterest bearing demand deposits $ 36,656 -- $ 27,920 -- Regular savings deposits 113,397 2.65% 116,475 2.81% NOW and money market deposits 185,115 2.23 188,733 2.61 Time deposits 210,178 4.54 225,126 4.79 Total $545,346 3.06% $558,254 3.40%
During 1994, the Company experienced a $12,908,000 decline in average deposits. This decline was principally in time deposits as the Company continued to experience the migration of individual depositors to alternative investment instruments (stock/bond market, annuities, and mutual funds). The migration of depositors to alternative investment instruments was the result of the low interest rate environment and the growing spread between market rates and deposit rates. However, the recent concern over the instability of alternative investment instruments in a rising interest rate environment has allowed deposits to stabilize. The significant increase in loan demand and securities during 1994, along with the above deposit loss, caused the Company's wholesale funding (average short-term borrowed funds and average advances from the Federal Home Loan Bank of Boston) to increase by $84,236,000. The resurgence in loan growth will also cause the Company to begin raising deposit rates more aggressively in future quarters. Shareholders' Equity The following table summarizes shareholders' equity at the dates indicated:
December 31 (In thousands, except per share date) 1994 1993 Amount Shares Amount Shares Common shareholders' equity $74,562 3,893 $72,193 3,843 Preferred shareholders' equity 3,566 213 3,591 214 Total shareholders' equity $78,128 4,106 $75,784 4,057 Common shareholders' equity per share $ 19.15 $ 18.79 Preferred shareholders' equity per share $ 16.74 $ 16.78 Shareholders' equity per share, assuming conversion of all preferred shares to common $ 19.03 $ 18.68 Note: Prior year shares and per share data have been restated to reflect the Company's 5% stock dividend declared on December 12, 1994.
Shareholders' equity increased by $2,344,000 as of December 31, 1994 from $75,784,000 at December 31, 1993 to $78,128,000 at December 31, 1994. The increase was due to $5,473,000 in net income, issuance of $149,000 in common stock under the employee stock purchase plan, issuance of $461,000 in common stock under the stock option plan, issuance of $64,000 in common stock under the dividend reinvestment and stock purchase plan, offset by a $273,000 increase in net unrealized losses on securities available for sale and $3,262,000 and $268,000 in common and preferred cash dividends, respectively. Results of Operations-General The Company's involvement in mergers and acquisitions has impacted the Company's financial statements for the past two years. All references to merger and acquisition activity should be read in conjunction with Note B of the "Notes to Consolidated Financial Statements." The following table sets forth comparisons of average interest earning assets and interest bearing liabilities, and interest income and interest expense expressed as a percentage of the related asset or liability. In order to reflect the economic impact of CFX's investments in state and municipal securities and to present data on a comparative basis, the income from yields on these securities has been restated to a tax-equivalent basis (using a 38.62%, 38.95% and 34% tax rates, respectively, for the years ended December 31, 1994, 1993, and 1992). The tax-equivalent adjustments are $533,000, $185,000, and $156,000 for the years ended December 31, 1994, 1993, and 1992, respectively. These adjustments, however, are for comparison purposes only and have no impact on reported net income.
Year Ended December 31 1994 1993 1992 Interest Interest Interest Average Income/ Yield/ Average Income/ Yield/ Average Income/ Yield/ (Dollars in thousands) Balance Expense Rate Balance Expense Rate Balance Expense Rate Assets Interest and dividend earning assets: Loans and leases (1) $521,711 $40,765 7.81% $484,074 $39,496 8.16% $478,665 $43,989 9.19% Taxable securities (2) 138,341 7,430 5.37 108,898 5,729 5.26 115,984 7,215 6.22 Tax-exempt securities (3) 21,326 1,380 6.47 6,630 475 7.16 6,474 460 7.11 Other 10,361 639 6.17 15,902 627 3.94 21,997 903 4.11 Total interest earning assets 691,739 50,214 7.26 615,504 46,327 7.53 623,120 52,567 8.44 Noninterest earning assets 78,378 50,481 48,999 Total $770,117 $665,985 $672,119 Liabilities and Shareholders' Equity Interest bearing liabilities: Savings deposits $298,512 7,128 2.39 $305,208 8,191 2.68 $283,062 10,820 3.82 Time deposits 210,178 9,542 4.54 225,126 10,774 4.79 263,810 15,156 5.75 Advances from Federal Home Loan Bank of Boston 94,960 4,338 4.57 7,821 246 3.15 12,113 830 6.85 Other borrowed funds 16,475 624 3.79 19,378 474 2.45 11,384 283 2.49 Total interest bearing liabilities 620,125 21,632 3.49 557,533 19,685 3.53 570,369 27,089 4.75 Noninterest bearing liabilities: Demand deposits 36,656 27,920 24,491 Other 36,451 5,609 5,499 Shareholders' equity 76,885 74,923 71,760 Total $770,117 $665,985 $672,119 Net interest and dividend income $28,582 $26,642 $25,478 Interest rate spread 3.77% 4.00% 3.69% Net interest margin 4.13% 4.33% 4.09% For the purpose of these computations, nonaccrual loans are included in loans. Taxable securities include trading securities and investment securities. Tax-exempt securities are included within investment securities.
The following table presents changes in interest and dividend income, interest expense, and net interest income which are attributable to changes in the average amounts of interest earning assets and interest bearing liabilities and/or changes in rates earned or paid thereon. The net changes attributable to both volume and rate have been allocated proportionately.
(In thousands) 1994 vs 1993 1993 vs 1992 Increase (Decrease) Due to Increase (Decrease) Due to Volume Rate Net Volume Rate Net Interest and dividends earned on: Loans and leases $3,001 $(1,732) $ 1,269 $ 492 $(4,985) $(4,493) Investments 2,535 71 2,606 (417) (1,054) (1,471) Other (266) 278 12 (241) (35) (276) Total interest and dividend income 5,270 (1,383) 3,887 (166) (6,074) (6,240) Interest paid on: Savings and time deposits (868) (1,427) (2,295) (767) (6,244) (7,011) Borrowed funds 3,854 388 4,242 155 (548) (393) Total interest expense 2,986 (1,039) 1,947 (612) (6,792) (7,404) Change in net interest and dividend income $2,284 $ (344) $ 1,940 $ 446 $ 718 $ 1,164
Comparison of Years 1994 and 1993 In 1994 the Company earned $5,205,000, or $1.35 per share, compared to earnings of $4,752,000, or $1.24 per share, for the prior year. Income taxes for the prior year period were reduced (and thus earnings increased) through the recognition of several special tax adjustments in connection with Statement of Financial Accounting Standards No. 109. Without these tax adjustments, the previous year's earnings would have been $3,577,000, or $.93 per share. Earnings for 1994 were positively affected by stronger core earnings (net interest and dividend income and other income, excluding securities gains and losses) and lower credit costs (provision for loan and lease losses and the operation of foreclosed real estate) as a result of a significantly lower level of average nonperforming assets carried on the Company's balance sheet during 1994 compared to 1993. Total core earnings were $34,446,000 for 1994, compared to $29,784,000 for 1993. Offsetting these positive factors were the inclusion of CFX MORTGAGE's and CFX FUNDING's operating expenses for the full 1994 year and several non-recurring charges. Net Interest and Dividend Income Taxable-equivalent net interest and dividend income was $28,582,000 in 1994, up 7.28% from $26,642,000 in 1993. The $1,940,000 gain in net interest and dividend income was due to an increase in average interest earning assets in 1994; offset by a decline in the Company's interest rate spread from 4.00% in 1993 to 3.77% in 1994. The increase in average interest earning assets resulted from an increase in taxable securities (see "Financial Condition-Trading and Investment Securities" section of this "Management's Discussion and Analysis") and in loans and leases (see "Financial Condition-Loans and Leases" section of this "Management's Discussion and Analysis"). The 1994 interest rate spread and net interest margin decline from the 1993 level was partially the result of the Company's wholesale leverage program (liquidated in October 1994) which earned a considerably lower interest rate spread than the Company's retail banking activities. Excluding leverage program assets and other trading securities, the Company's interest rate spread and net interest margin for the twelve months ended December 31, 1994, were 3.85% and 4.23%, respectively. The remaining decline in the interest rate spread and net interest margin is due to increases in the cost of borrowed funds and the relatively low interest rates (teaser rates) offered on newly originated adjustable rate mortgage loans. The Company's portfolio of residential mortgages consists predominantly of adjustable rate mortgages (most of which bear interest at rates based on one- year Treasury securities with the balance at rates based on three- and five- year Treasury securities). A rising short-term interest rate environment typically has a positive impact on the Company's interest rate spread and net interest margin as this portfolio reprices more rapidly than interest bearing liabilities. However, continued material increases in short-term interest rates (similar to that evidenced in 1994) could cause compression in the interest rate spread and net interest margin as the 200 basis point annual adjustment caps on variable-rate mortgage loans would limit a full market adjustment. Additionally, customers' preference for longer-term, higher-rate deposit products over shorter-term, more accessible products would increase deposit costs regardless of any expected increases in short-term market interest rates. The Company includes these possibilities in its regular assessment of interest rate risk exposure. Policy guidelines in this area are designed to maintain relatively stable interest margins in rising and falling interest rate environments. Provision for Loan and Lease Losses The provision for loan and lease losses is determined by management through its regular review of the Company's loan portfolio. This review includes an assessment of problem loans and potential unknown losses based on current economic conditions, the regulatory environment and historical experience. The provision for loan and lease losses in 1994 was $425,000, compared to $2,970,000 in 1993. The lower provision for loan and lease losses in 1994 is the result of lower charge-offs and asset quality improving over the previous year, partially offset by provisions for new loan growth in 1994. A combination of an improving economy, increased efforts to resolve problem assets, and a $6.6 million bulk sale of nonperforming assets in the fourth quarter of 1993, allowed the Company to significantly reduce nonperforming assets. At December 31, 1994, nonperforming loans stood at $6,536,000, or 1.15% of total loans and leases, compared to $6,472,000, or 1.37% of total loans and leases, as of December 31, 1993. The allowance for loan and lease losses as a percentage of nonperforming loans as of December 31, 1994 and 1993 amounted to 107.48% and 113.67%, respectively. Net charge-offs for 1994 amounted to $757,000, compared to $3,535,000 for 1993. Other Income Other income for 1994 totaled $6,225,000 compared to $6,267,000 for 1993. The net gains (losses) on trading securities in 1994 and 1993 are summarized as follows:
Year Ended December 31 (In thousands) 1994 1993 Wholesale leverage program $(528) $ (83) Other trading activities 271 399 $(257) $ 316
For a discussion on the Company's wholesale leverage program, see the "Financial Condition-Trading Securities and Investment Securities" section of this "Management's Discussion and Analysis". Income from investment securities sales was significantly higher during 1993 compared to 1994 as a result of restructuring the securities portfolios during 1993 in preparation for the adoption of SFAS No. 115 and to better manage the Company's interest rate risk exposure, particularly in a rising interest rate environment. The increase in loan servicing fees, net gains on sale of loans and other income are from CFX MORTGAGE, INC. (formerly Colonial Mortgage, Inc., acquired as of September 1, 1993). CFX MORTGAGE's operations are included in the Company's Consolidated Statements of Income for the full 1994 year compared to four months for 1993. As a result of favorable market conditions (higher interest rates and lower prepayment speeds) the Company sold $58,900,000 in residential mortgage servicing rights as of December 21, 1994. This sale resulted in a pre-tax gain of $677,000. Other Expense Other expense for 1994 totaled $25,162,000, compared to $23,492,000 for the same period a year ago. The increase in other expense was primarily attributable to the inclusion of CFX MORTGAGE's (acquired September 1, 1993) and CFX FUNDING's (commenced operations December 7, 1993) operations for the full 1994 year. Also contributing to higher expense in 1994 were increased salary costs, increased severance costs, higher medical costs, costs associated with changing the names of the Company and its subsidiaries, and costs incurred in connection with the pending acquisition of Orange Savings Bank. (Please refer to Note B of the "Notes to Consolidated Financial Statements" for more detail on the Company's pending acquisition of Orange Savings Bank). Offsetting these expenses for 1994 was a reduction of $2,854,000 in costs associated with the operation of foreclosed real estate. This decrease is a result of a reduction in holdings of foreclosed real estate in 1994 compared to 1993 and the inclusion in 1993 results of a $1,395,000 loss on the bulk sale of foreclosed real estate. Taxes Income taxes for the year ended December 31, 1994 and 1993 were 37.0% and 20.0%, of pretax income, respectively. The effective tax rate was lower during 1993 because of the realization of several special tax adjustments in connection with the Statement of Financial Accounting Standards No. 109. The special tax adjustments related to the recognition of a deferred tax asset for New Hampshire Business Profits Taxes and the realization of previously unrecognized deferred tax benefits applicable to capital loss transactions. Comparison of Years 1993 and 1992 In 1993 the Company earned $4,752,000, or $1.24 per share, compared to earnings of $3,528,000, or $.92 per share, for the prior year. The factors contributing to the higher level of earnings in 1993 were stronger core earnings (net interest and dividend income and other income, excluding securities gains), a lower effective tax rate and securities gains. Offsetting these positive factors were increased costs associated with the operation and sale of foreclosed real estate, several non-recurring charges, and higher operating costs due to the acquisition of Colonial Mortgage, Inc. as of September 1, 1993. Net Interest Income Taxable-equivalent net interest income was $26,642,000 in 1993, up 4.6% from $25,478,000 in 1992. The $1,164,000 increase was due to both the Company's interest rate spread growing from 3.69% in 1992 to 4.00% in 1993, and the decrease in average interest bearing liabilities being greater than the decrease in average interest earning assets during 1993. Total average interest earning assets decreased by $7,616,000 in 1993 from $623,120,000 in 1992 to $615,504,000 in 1993. The decline in average interest earning assets reflected a decline in taxable securities, federal funds sold and other interest earning assets and was attributable principally to the decline in deposit liabilities. The yield on interest earning assets decreased by .91% to 7.53% for the year ended December 31, 1993, down from 8.44% in 1992. Due primarily to a decline in time deposits during 1993, average interest bearing liabilities decreased by $12,836,000 from $570,369,000 in 1992 to $557,533,000 in 1993. The average rate paid on interest bearing liabilities decreased by 1.22% to 3.53% for the year ended December 31, 1993, from 4.75% in 1992. The net interest margin was 4.33% for 1993, compared to 4.09% for 1992. The increase in the net interest margin in 1993 was reflective of the significant increase in interest rate spread, a higher volume of interest earning assets net of interest bearing liabilities, and a significant decline in nonperforming assets. The increase in interest rate spread in 1993 was attributable to both a more conservative deposit pricing strategy employed in 1993 and a steeper U.S. treasury yield curve. Provision for Loan and Lease Losses The provision for loan and lease losses is determined by management through its regular review of the Company's loan and lease portfolio. This review includes an assessment of problem loans and leases and potential unknown losses based on current economic conditions, the regulatory environment and historical experience. The provision for loan and lease losses was $2,970,000 in 1993, compared to $2,911,000 in 1992. The following schedule presents, in summary, the quarterly trends in nonperforming assets and charge-offs that correlate with the quarterly provisions for loan and lease losses in 1993 and the last quarter of 1992:
Dec. 31 Sept. 30 June 30 March 31 Dec. 31 (Dollars in thousands) 1993 1993 1993 1993 1992 Nonperforming loans $6,472 $ 9,168 $13,297 $13,197 $11,082 Foreclosed real estate 3,353 9,388 10,383 11,117 11,929 Nonperforming assets $9,825 $18,556 $23,680 $24,314 $23,011 Net charge-offs $ 845 $ 1,324 $ 534 $ 832 $ 849 Provision for loan and lease losses $ -- $ 750 $ 900 $ 1,320 $ 986 Allowance for loan and lease losses $7,357 $ 8,202 $ 8,630 $ 8,264 $ 7,909 Allowance for loan and lease losses as a percent of nonperforming loans 113.67% 89.46% 64.90% 62.62% 71.37%
An increase in nonperforming loans and higher net charge-offs in the first quarter of 1993 warranted a higher provision for loan and lease losses. As either nonperforming loans or charge-offs reduced in subsequent 1993 quarters, the provision for loan and lease losses declined. The significant decline in nonperforming assets in the fourth quarter of 1993 was due to the $6,600,000 bulk sale of nonperforming assets, and consequently, no additional loan and lease loss provision was deemed necessary in the fourth quarter. Other Income Other income increased by $3,103,000, from $3,164,000 in 1992 to $6,267,000 in 1993. This increase was primarily from additional deposit account service charge income from both a larger base and increased fees, gains on securities, loan servicing fees and gains on sale of loans generated by Colonial from September 1, 1993 (acquisition date). Included in the net gains on sale of loans was a gain of $879,000 recognized on the $25,115,000 performing loan sale and a loss of $1,078,000 recognized on the $2,768,000 nonperforming loan sale. During 1993, in an effort to restructure the Company's securities portfolios in preparation for the adoption of SFAS No. 115 as of December 31, 1993 (See Note A of the "Notes to Consolidated Financial Statements"), the Company made several transfers into its held for sale portfolio and then sold substantially all of its held for sale securities; this activity generated net gains of $2,624,000. Other Expense Other expense increased by $3,715,000, from $19,777,000 in 1992 to $23,492,000 in 1993. The increase was primarily due to four months (September 1, 1993 through December 31, 1993) of operating expenses, amounting to $1,357,000, associated with Colonial; a $683,000 increase in the operation of foreclosed real estate including the $1,395,000 loss on the bulk sale of foreclosed real estate in the fourth quarter (See Note J of the "Notes to Consolidated Financial Statements" for the components of the operation of foreclosed real estate); and $637,000 in non-recurring charges associated with the write-down of a bank building disposition; the performing and nonperforming asset disposition; changing the discount rate on the Company's pension plan (from 8.25% to 7.00%), a severance accrual, and the cost of changing the names of the Company's subsidiaries. The remaining increase in other expense was principally due to increased salary costs, higher medical costs and increased profit sharing in 1993. Taxes Income taxes for the year ended December 31, 1993 and 1992 were 20.0% and 34.0% of pretax income, respectively. The effective tax rate was lower during 1993 because of the recognition of a $436,000 net deferred tax asset for New Hampshire Business Profits Taxes and the reversal of a $387,000 valuation allowance relating to capital loss carryforwards. SFAS No. 109 requires a valuation allowance against deferred tax assets if, based on the weight of available evidence, it is more likely than not that some or all of the deferred tax assets will not be realized. Prior to 1993, the Company believed that some uncertainty existed with respect to future realization of capital loss carryforwards. Therefore the Company had established a valuation allowance relating to capital loss carryforwards of $387,000 as of December 31, 1992. The valuation allowance was reversed in 1993 as a result of the recognition of $1,266,000 in capital gains and the implementation of tax planning strategies that continue to utilize the capital loss carryforwards. A summary of capital loss carryforwards and other temporary differences that result in capital loss (income) treatment when recognized for tax purposes, along with the corresponding valuation allowance are summarized as follows:
December 31 (In thousands) 1993 1992 Amount @ 39% Amount @ 34% Tax capital loss carryforwards $1,522 $593 $ 2,466 $ 838 Other temporary differences that result in capital loss (income): Stock write downs 36 14 387 132 Net unrealized losses on marketable equity securities 24 9 122 41 Book over tax basis from investment in Colonial Mortgage, Inc. -- -- (697) (237) 1,582 616 2,278 774 Valuation allowance -- -- (1,139) (387) $1,582 $616 $ 1,139 $ 387
The capital loss carryforwards expire as of December 31, 1996. Based upon the fact that the Company's capital gains plan significantly exceeds the Company's capital loss carryforwards, no valuation allowance was required as of December 31, 1993. Prior to 1993, the Company was not obligated to pay New Hampshire Business Profits Tax (NHBPT) because a significant portion of its income was derived from state tax free sources and because a credit was allowed for New Hampshire Franchise Tax paid. Therefore, prior to 1993, no deferred taxes were recognized for NHBPT purposes. During 1993, as a result of the Franchise Tax being repealed by the New Hampshire State Legislature and the Company's significant reduction in income derived from state tax free sources, the Company began to pay NHBPT. This obligation to pay allowed the Company to fully recognize deferred taxes for NHBPT in 1993. Capital Resources Federal regulation requires the Company and CFX BANK to maintain minimum capital standards. Tier 1 capital is composed primarily of common stock, retained earnings and perpetual preferred stock in limited amounts less certain intangibles. The minimum requirements include a 3% Tier 1 leverage capital ratio for the most highly-rated institutions; all other institutions are required to meet a minimum leverage ratio that is at least 1% to 2% above the 3% minimum. In addition, the Company and CFX BANK are required to satisfy certain capital adequacy guidelines relating to the risk nature of an institution's assets. These guidelines, established by the Federal Reserve Board and the Federal Deposit Insurance Corporation (FDIC), are applicable to bank holding companies and state chartered non-member banks, respectively. Under the "risk-based" capital rules, banks and bank holding companies are required to have a level of Tier 1 capital equal to 4% of total risk-weighted assets, as defined. Banks and bank holding companies are also required to have total capital (composed of Tier 1 plus "supplemental" or Tier 2 capital, the latter being composed primarily of allowances for loan and lease losses, perpetual preferred stock in excess of the amount included in Tier 1 capital, and certain "hybrid capital instruments" including mandatory convertible debt) equal to 8% of total risk-weighted assets. As of December 31, 1994, the Company's Tier 1 leverage capital ratio was 9.09%. In addition, the Company's Tier 1 risk-based capital ratio and total risk-based capital ratio were 15.74% and 17.02%, respectively. Asset/Liability Management The Company's primary objective regarding asset/liability management is to position the Company so that changes in interest rates do not have a materially adverse impact upon forecasted net income and the net fair value of the Company. The Company's primary strategy for accomplishing its asset/liability management objective is achieved by matching the weighted average maturities of assets, liabilities, and off-balance-sheet items (duration matching). To measure the impact of interest rate changes, the Company utilizes a comprehensive financial planning model that recalculates the fair value of the Company assuming both instantaneous, permanent parallel shifts in the yield curve of both up and down 100 and 200 basis points, or four separate calculations. Larger increases or decreases in forecasted net income and the net market value of the Company as a result of these interest rate changes represent greater interest rate risk than do smaller increases or decreases in net fair value. In connection with these recalculations, the Company makes assumptions regarding probable changes in cash flows of its assets, liabilities, and off-balance-sheet positions that would be expected in those various interest rate environments. Accordingly, the Company adjusts the pro forma net income and net fair values as it believes appropriate on the basis of historical experience and prudent business judgment. The Company endeavors to maintain a position where it experiences no material change in net fair value and no material fluctuation in forecasted net income as a result of assumed 100 and 200 basis point increases and decreases in interest rates. However, there can be no assurances that the Company's projections in this regard will be achieved. Management believes that the above method of measuring and managing interest rate risk is consistent with the FDIC regulation regarding an interest rate risk component of regulatory capital. The following table summarizes the timing of the Company's anticipated maturities or repricing of interest earning assets and interest bearing liabilities as of December 31, 1994. This table has been generated using certain assumptions which the Company believes fairly and accurately represent repricing volumes in a dynamic interest rate environment. Specifically, contractual maturities are used on all time deposits and investments other than asset-backed securities. For asset-backed securities and loans, contractual maturities, repricing and prepayment assumptions are used. The prepayment assumptions are based on current experience and industry statistics. The gap maturity categories for savings deposits (including NOW, savings, and money market accounts) are based on management's philosophy of repricing core deposits in reaction to changes in the interest rate environment. Repricing frequencies will vary at different points in the interest cycle and as supply and demand for credit change.
(In thousands) 0-3 4-12 1-5 5-10 Over 10 December 31, 1994 Months Months Years Years Years Total Interest earning assets: Interest bearing deposits with other banks $ 2,568 $ -- $ 95 $ -- $ -- $ 2,663 Federal Home Loan Bank of Boston stock 6,471 -- -- -- -- 6,471 Trading securities 236 -- -- -- -- 236 Investment securities 7,223 16,441 62,889 27,336 -- 113,889 Loans and leases 161,545 258,105 80,191 35,527 42,240 577,608 Total interest earning assets 178,043 274,546 143,175 62,863 42,240 700,867 Interest bearing liabilities: Savings and time deposits 72,003 172,567 208,660 30,412 30,222 513,864 Advances from Federal Home Loan Bank of Boston 92,201 -- -- -- -- 92,201 Short-term borrowed funds 27,316 -- -- -- -- 27,316 Total interest bearing liabilities 191,520 172,567 208,660 30,412 30,222 633,381 Off-balance sheet instruments -- (25,000) 25,000 -- -- -- Periodic gap $(13,477) $ 76,979 $ (40,485) $32,451 $12,018 $ 67,486 Cumulative gap $(13,477) $ 63,502 $ 23,017 $55,468 $67,486 $ --
The ability to assess interest rate risk using gap analysis is limited. Gap analysis does not capture the impact of cash flow or balance sheet mix changes over a forecasted future period and it does not measure the amount of price change expected to occur in the various asset and liability categories. Thus, management does not use gap analysis exclusively in its assessment of interest risk. The Company's interest rate risk exposure is also measured by the forecasted net income and discounted cash flow market value sensitivities referred to above. Liquidity The Company maintains numerous sources of liquidity in the form of marketable assets and borrowing capacity. Interest bearing deposits with other banks, trading and available for sale securities, regular cash flows from loan and securities portfolios and Federal Home Loan Bank of Boston borrowings are the primary sources of asset liquidity. At December 31, 1994, interest bearing deposits with other banks totaled $2,663,000 and trading and available for sale securities totaled $4,594,000. Because the Company's subsidiary, CFX BANK, maintains a large residential mortgage portfolio, a substantial capability exists to borrow funds from the Federal Home Loan Bank of Boston. Additionally, investment portfolios are predominantly made up of securities which can be readily borrowed against through the repurchase agreement market. Relationships with deposit brokers and correspondent banks are also maintained to facilitate possible borrowing needs. Impact of Inflation The consolidated financial statements and related consolidated financial data herein have been presented in accordance with generally accepted accounting principles which require the measurement of financial position and operating results in terms of historical dollars, without considering changes in the relative purchasing power of money over time due to inflation. Inflation can affect the Company in a number of ways, including increased operating costs and interest rate volatility. Management attempts to minimize the effects of inflation by maintaining an approximate match between interest rate sensitive assets and interest rate sensitive liabilities and, where practical, by adjusting service fees to reflect changing costs. Consolidated Balance Sheets CFX Corporation and Subsidiary
December 31 (In thousands) 1994 1993 Assets Cash and due from banks $ 18,832 $ 16,676 Interest bearing deposits with other banks 2,663 10,480 Federal Home Loan Bank of Boston stock 6,471 3,590 Trading securities 236 61,999 Securities available for sale 4,358 21,695 Securities held to maturity 109,531 96,044 Mortgage loans held for sale 8,295 16,927 Loans and leases 569,313 472,272 Less allowance for loan and lease losses 7,025 7,357 Net Loans and Leases 562,288 464,915 Premises and equipment 13,643 11,398 Mortgage servicing rights 4,207 4,557 Goodwill and deposit base intangibles 10,387 11,121 Foreclosed real estate 1,573 3,353 Other assets 13,452 12,366 $755,936 $735,121 Liabilities and Shareholders' Equity Deposits: Interest bearing $513,864 $518,991 Noninterest bearing 37,675 32,214 Total Deposits 551,539 551,205 Short-term borrowed funds 27,316 20,882 Advances from Federal Home Loan Bank of Boston 92,201 46,801 Due to broker -- 33,254 Other liabilities 6,752 7,195 Total Liabilities 677,808 659,337 Shareholders' Equity Preferred stock, 7.5% Series A Cumulative Convertible, par value $1.00 per share- issued and outstanding 192,769 shares in 1994 and 194,074 shares in 1993 193 194 Common stock, par value $1.00 per share-authorized 15,000,000 shares, issued 4,469,876 shares in 1994 and 4,236,876 shares in 1993 4,470 4,237 Paid-in capital 63,279 59,612 Retained earnings 17,858 19,140 Net unrealized losses on securities available for sale, after tax effects (474) (201) Cost of 577,265 shares of common stock in treasury (7,198) (7,198) Total Shareholders' Equity 78,128 75,784 $755,936 $735,121
Consolidated Statements of Income CFX Corporation and Subsidiary
Year Ended December 31 (In thousands, except per share data) 1994 1993 1992 Interest and dividend income: Interest on loans $40,765 $39,496 $43,989 Interest on investment securities: Taxable 5,523 5,179 6,914 Tax-exempt 847 290 304 6,370 5,469 7,218 Interest and dividends on trading securities 1,725 468 133 Dividends on marketable equity securities 182 82 168 Other 639 627 903 Total Interest and Dividend Income 49,681 46,142 52,411 Interest expense: Interest on deposits 16,670 18,965 25,976 Interest on borrowings: Short-term 4,952 711 283 Long-term 10 9 830 Total Interest Expense 21,632 19,685 27,089 Net Interest and Dividend Income 28,049 26,457 25,322 Provision for loan and lease losses 425 2,970 2,911 Net Interest and Dividend Income After Provision for Loan and Lease Losses 27,624 23,487 22,411 Other income: Service charges on deposit accounts 1,456 1,433 1,388 Loan servicing fees 1,862 323 -- Net gains (losses) on trading securities (257) 316 (8) Net gains on investment securities 85 2,624 238 Net gain on sale of loan servicing rights 677 -- -- Net gains on sales of loans 525 371 -- Other 1,877 1,200 1,546 6,225 6,267 3,164 Other expense: Salaries and employee benefits 12,559 10,084 8,662 Occupancy 1,708 1,393 1,216 Equipment 1,788 1,439 1,421 Operation of foreclosed real estate 157 3,011 2,328 FDIC deposit insurance 1,234 1,341 1,296 Goodwill and deposit base intangible amortization 733 684 692 Other 6,983 5,540 4,162 25,162 23,492 19,777 Income Before Income Taxes 8,687 6,262 5,798 Income taxes 3,214 1,240 2,000 Net Income 5,473 5,022 3,798 Preferred stock dividends 268 270 270 Net Income Available to Common Stock $ 5,205 $ 4,752 $ 3,528 Weighted average common shares outstanding 3,860 3,826 3,805 Earnings per common share $ 1.35 $ 1.24 $ .92
Consolidated Statements of Shareholders' Equity CFX Corporation and Subsidiary
Net Unrealized Net Unrealized Losses on Losses on Marketable Securities Preferred Common Paid-in Retained Equity Available Treasury (In thousands, except per share data) Stock Stock Capital Earnings Securities for Sale Stock Total Balance at December 31, 1991 $194 $4,026 $56,267 $18,567 $(374) $ -- $(7,198) $71,482 Net income -- -- -- 3,798 -- -- -- 3,798 Common cash dividends declared-$.54 per share -- -- -- (2,070) -- -- -- (2,070) Preferred cash dividends declared-$1.3875 per share -- -- -- (270) -- -- -- (270) Issuance of common stock under employee stock purchase plan -- 10 61 -- -- -- -- 71 Decrease in net unrealized losses on marketable equity securities -- -- -- -- 297 -- -- 297 Balance at December 31, 1992 194 4,036 56,328 20,025 (77) -- (7,198) 73,308 Net income -- -- -- 5,022 -- -- -- 5,022 Common cash dividends declared-$.65 per share -- -- -- (2,500) -- -- -- (2,500) Preferred cash dividends declared-$1.3875 per share -- -- -- (270) -- -- -- (270) Issuance of common stock under stock option plan -- 20 251 -- -- -- -- 271 Issuance of common stock under employee stock purchase plan -- 7 81 -- -- -- -- 88 5% common stock dividend -- 174 2,952 (3,137) -- -- -- (11) Decrease in net unrealized losses on marketable equity securities -- -- -- -- 63 -- -- 63 Change in method of accounting for investment securities -- -- -- -- 14 (201) -- (187) Balance at December 31, 1993 194 4,237 59,612 19,140 -- (201) (7,198) 75,784 Net income -- -- -- 5,473 -- -- -- 5,473 Common cash dividends declared-$.84 per share -- -- -- (3,242) -- -- -- (3,242) Preferred cash dividends declared-$1.3875 per share -- -- -- (268) -- -- -- (268) Issuance of common stock under stock option plan -- 34 427 -- -- -- -- 461 Issuance of common stock under employee stock purchase plan -- 10 139 -- -- -- -- 149 Preferred stock converted to common stock (1) 1 -- -- -- -- -- -- 5% common stock dividend -- 184 3,041 (3,245) -- -- -- (20) Increase in net unrealized losses on securities available for sale -- -- -- -- -- (273) -- (273) Issuance of common stock under dividend reinvestment program -- 4 60 -- -- -- -- 64 Balance at December 31, 1994 $193 $4,470 $63,279 $17,858 $ -- $(474) $(7,198) $78,128
Consolidated Statements of Cash Flows CFX Corporation and Subsidiary
Year Ended December 31 (In thousands) 1994 1993 1992 Operating Activities Net income $ 5,473 $ 5,022 $ 3,798 Adjustments to reconcile net income to net cash provided (used) by operating activities: Depreciation and amortization 2,921 2,306 1,872 Provision for loan and lease losses 425 2,970 2,911 Provision for foreclosed real estate losses 207 673 307 Write-down of foreclosed real estate and in-substance foreclosures -- -- 914 Loans originated and acquired for sale (100,331) (81,635) -- Principal balance of loans sold 108,963 64,708 -- Net loss (gain) on sale of portfolio loans (87) 199 -- Net loss (gain) on sale of foreclosed real estate (225) 1,338 (348) Net deferred income tax benefit (53) (322) (401) Net decrease (increase) in trading securities 39,595 (28,861) (12,554) Net gains on investment securities (85) (2,624) (238) Gain on sale of bank premises -- -- (371) Gain deferred on sale/leaseback of bank premises -- -- 79 Other (2,047) 1,079 (2,120) Net Cash Provided (Used) by Operating Activities 54,756 (35,147) (6,151) Investing Activities Purchase of CFX MORTGAGE INC., net of cash and cash equivalents acquired -- (4,831) -- Proceeds from sales of securities available for sale 20,331 -- -- Proceeds from maturities of securities available for sale 2,137 Purchases of securities available for sale (21,376) -- -- Proceeds from maturities of securities held to maturity 28,385 -- -- Purchases of securities held to maturity (37,776) -- -- Purchases of investment securities -- (134,636) (73,874) Proceeds from sales of investment securities -- 101,592 66,181 Proceeds from maturities of investment securities -- 26,571 26,006 Proceeds from sales of, or payments on, foreclosed real estate 1,553 7,282 1,630 Proceeds from sales of portfolio loans 999 27,228 -- Purchases of Federal Home Loan Bank of Boston stock (2,881) (1,106) -- Proceeds from sales of Federal Home Loan Bank of Boston stock -- 12 -- Net decrease in interest bearing deposits with other banks 7,817 235 1,973 Net increase in loans (97,409) (23,052) (1,377) Proceeds from the sale of premises and equipment -- -- 593 Purchases of premises and equipment (3,802) (3,171) (1,346) Net Cash Provided (Used) by Investing Activities (102,022) (3,876) 19,786 Financing Activities Net increase (decrease) in noninterest bearing deposits and savings accounts (16,540) 1,192 77,018 Net increase (decrease) in time certificates of deposit 16,874 (25,504) (65,439) Net increase in short-term borrowings 6,434 11,426 5,756 Net increase in short-term advances from the Federal Home Loan Bank of Boston 45,400 46,600 -- Proceeds from long-term advances from the Federal Home Loan Bank of Boston -- 201 -- Repayments of long-term advances from the Federal Home Loan Bank of Boston -- -- (19,000) Common cash dividends paid (3,152) (2,287) (2,069) Preferred cash dividends paid (268) (270) (274) Proceeds from issuance of common stock under stock option plan 461 271 -- Proceeds from issuance of common stock under employee stock purchase plan 149 88 71 Proceeds from issuance of common stock under dividend reinvestment program 64 -- -- Net Cash Provided (Used) by Financing Activities 49,422 31,717 (3,937) Increase (Decrease) in Cash and Cash Equivalents 2,156 (7,306) 9,698 Cash and cash equivalents at beginning of year 16,676 23,982 14,284 Cash and Cash Equivalents at End of Year $ 18,832 $ 16,676 $ 23,982 Supplementary information Interest paid on deposit accounts $ 16,639 $ 19,092 $ 26,368 Interest paid on borrowed funds 4,669 609 1,223 Income taxes paid 1,626 2,527 1,905 Net increase (decrease) in due to broker (33,254) 32,230 1,024 Transfers from loans to foreclosed real estate 696 3,887 6,066 Transfers from securities available for sale to held to maturity 15,810 -- --
Notes to Consolidated Financial Statements Note A-Significant Accounting Policies The principal accounting policies of CFX Corporation (formerly known as Cheshire Financial Corporation) and its wholly-owned subsidiary (the Company), which provide banking services primarily in New Hampshire, are as follows: Principles of Presentation and Consolidation The consolidated financial statements include the accounts of CFX Corporation and its wholly-owned subsidiary, CFX BANK (the Bank) and the Bank's wholly-owned subsidiaries, CFX CAPITAL SYSTEMS, INC. (CFX CAPITAL) and CFX FINANCIAL SERVICES, INC. (CFX FINANCIAL). Also included are the accounts of CFX CAPITAL's wholly-owned subsidiary, CFX MORTGAGE, INC., which engages in mortgage banking, and CFX FINANCIAL's 51% ownership of CFX FUNDING L.L.C., which engages in the facilitation of lease financing and securitization. Upon consolidation, all significant intercompany accounts and transactions are eliminated. (See Note B -- "Mergers and Acquisitions".) The accompanying consolidated financial statements have been prepared in conformity with generally accepted accounting principles and with general practices within the banking industry. In preparing the financial statements, management is required to make estimates and assumptions that affect the reported amounts of assets and liabilities as of the date of the balance sheet and income and expenses for the period. Actual results could differ significantly from these estimates. Reclassifications and Restatements Certain amounts have been reclassified in the 1993 and 1992 consolidated financial statements to conform to the 1994 presentation. Prior period common per share data has been restated to reflect the Company's 5% stock dividend declared on December 12, 1994 to shareholders of record on December 23, 1994. Cash Flow Information Cash equivalents include amounts due from banks and federal funds sold. Generally, federal funds are sold for one day periods. Accounting Policy Changes Investment Securities: Effective December 31, 1993, the Bank adopted the provisions of Statement of Financial Accounting Standards (SFAS) No. 115, "Accounting for Certain Investments in Debt and Equity Securities". (See Note E -- "Investment Securities".) The Statement establishes standards for all debt securities and for equity securities that have readily determinable fair values. As required under SFAS No. 115, prior year financial statements have not been restated. SFAS No. 115 requires that investments in debt securities, that management has the positive intent and ability to hold to maturity, be classified as "held to maturity" and reflected at amortized cost. Investments that are purchased and held principally for the purpose of selling them in the near term are classified as "trading securities" and reflected on the balance sheet at fair value, with unrealized gains and losses included in earnings. Investments not classified as either of the above are classified as "available for sale" and reflected on the balance sheet at fair value, with unrealized gains and losses excluded from earnings and reported as a separate component of shareholders' equity. The cumulative effect of the change in accounting principle at December 31, 1993 was to decrease shareholders' equity by $187,000 net of related income tax effects. There was no effect on net income for the year ended December 31, 1993 relating to the adoption of SFAS No. 115. Prior to December 31, 1993, debt securities that management had the intent and ability to hold until maturity were reflected at amortized cost. Marketable equity securities and securities held for sale were stated at the lower of aggregate cost or fair value. Net unrealized losses applicable to marketable equity securities were reflected as a charge to shareholders' equity, net of tax effects, while write-downs applicable to securities held for sale were reflected in earnings. For all years presented, purchase premiums and discounts are amortized to earnings by a method which approximates the interest method over the terms of the investments. Declines in the value of investments that are deemed to be other than temporary are reflected in earnings when identified. Gains and losses on disposition of investments are computed by the specific identification method. Federal Home Loan Bank stock is carried at cost. Trading Securities Trading securities consist of marketable equity securities and debt securities which the Company intends to trade in the future. Trading positions are taken to benefit from short-term movements in market prices. Trading securities are stated at fair value. Prior to the adoption of SFAS No. 115, marketable equity securities held for trading were stated at the lower of aggregate cost or fair value. Changes in fair value are reflected in trading gains and losses within the consolidated statements of income. Gains and losses on trading securities sold are computed by the specific identification method. Financial Instruments Interest Rate Swap Agreements: Interest rate swap agreements designated as hedges against future fluctuations in the interest rates of specifically identified assets or liabilities are accounted for on the same basis as the underlying asset or liability. Accordingly, interest rate swaps designated as hedges against floating rate loan portfolios (carried at historical cost) are reflected at cost. Interest rate swaps which hedge the Company's trading securities portfolio (carried at fair value) are marked to fair value through net gains (losses) on trading securities included in the consolidated statements of income. The net interest paid or received under swap agreements is recorded in the interest income or expense account related to the asset or liability being hedged. Financial Futures Contracts: Interest rate futures contracts are entered into by the Company as hedges against interest rate risk in its trading securities portfolio. These instruments are marked to fair value through net gains (losses) on trading securities included in the consolidated statements of income. Financial Option Contracts: Option premiums paid or received, and designated as hedges against future fluctuations in the interest rates of specifically identified assets or liabilities, are accounted for on the same basis as the underlying asset or liability. Accordingly, option contracts designated as hedges against mortgage loans held for sale are carried at the lower of cost or estimated fair value in the aggregate. Option contracts which hedge the Company's trading securities portfolio (carried at fair value) are marked to fair value through net gains (losses) on trading securities included in the consolidated statements of income. Mortgage Loans Held for Sale Mortgage loans originated and intended for sale in the secondary market are carried at the lower of cost or estimated fair value in the aggregate. Net unrealized losses are recognized in a valuation allowance by charges to the consolidated statements of income. Loans and Leases Interest on loans and leases (loans) is accrued and credited to income based upon the principal amount outstanding. When management determines that significant doubt exists as to the collectibility of principal or interest on a loan, the loan is placed on nonaccrual status. In addition, commencing in the third quarter of 1993 all loans past due 90 days or more as to principal or interest were placed on nonaccrual status. Previously, such loans which, in management's judgment, were fully secured and in the process of collection (through legal action or, in appropriate circumstances, through collection efforts reasonably expected to result in repayment of the debt or in its restoration to a current status in the near future) continued to accrue interest. Interest accrued but not received on loans placed on nonaccrual status is reversed and charged against current income. Interest on nonaccrual loans is recognized only when received. Loans are restored to accrual status when the borrower has demonstrated the ability to make future payments of principal and interest, as scheduled. Loans considered to be uncollectible are charged against the allowance for loan and lease losses. The allowance is increased by charges to current income in amounts sufficient to maintain the adequacy of the allowance. The adequacy is determined by management's evaluation of the extent of existing risk in the loan portfolio and prevailing economic conditions. Loan origination and commitment fees and certain direct origination costs are deferred, and the net amount amortized as an adjustment of the related loan's yield using the interest method. The Company is generally amortizing these amounts over the contractual life of the related loans. Premises and Equipment Premises and equipment are stated at cost less accumulated depreciation. Expenditures for maintenance and repairs are charged to income as incurred, and the costs of major additions and improvements are capitalized. The provision for depreciation and amortization is computed on the straight- line method based on the estimated useful lives of the assets or the terms of the leases, if shorter. Mortgage Servicing Rights The cost of mortgage servicing rights acquired is amortized in proportion to, and over the period of, estimated net servicing revenues. When participating interests in loans sold have an average contractual interest rate, adjusted for normal servicing fees, that differs from the agreed yield to the purchaser, gains or losses are recognized equal to the present value of such differential over the estimated remaining life of such loans. The resulting "excess servicing fees receivable" is amortized over the estimated life using a method approximating the level-yield method. The cost of loan servicing rights purchased, the excess servicing fees receivable, and the amortization thereon, is periodically evaluated in relation to estimated future net servicing revenues. The Company evaluates the carrying value of the servicing portfolio by estimating the future net servicing income of the portfolio based on management's best estimate of remaining loan lives. Intangible Assets Deposit base intangibles, which represent the value attributable to the capacity of deposit accounts of purchased bank subsidiaries to generate future income, are included in other assets and are being amortized on a straight- line basis over a period of five years. The excess of the cost of purchased subsidiaries over the fair value of tangible and intangible net assets acquired has been allocated to goodwill and is being amortized on a straight-line basis over 25 years for bank subsidiaries and 15 years for the mortgage banking subsidiary. (See Note B -- "Mergers and Acquisitions".) The accumulated amortizations of deposit base intangibles and goodwill were $1,111,000 and $2,891,000, respectively, as of December 31, 1994. Foreclosed Real Estate Foreclosed real estate consists of properties that the Company has formally received title for partial or total satisfaction of loans, and in-substance foreclosures which consist of properties that the Company has substantively repossessed for partial or total satisfaction of loans. The Company classifies loans as in-substance foreclosures when there is an indication that the borrower has little or no equity in the collateral, repayment of the loan can only come from the operation or sale of the collateral, and it is doubtful that the equity will be rebuilt in the forseeable future. Loan losses arising from the write-down of properties to fair value at the time the Company formally receives title or substantively repossesses the collateral are charged against the allowance for loan and lease losses. On April 28, 1992, the American Institute of Certified Public Accountants (AICPA) issued Statement of Position (SOP) No. 92-3, "Accounting for Foreclosed Assets". This SOP required application in annual financial statements for periods ending on or after December 15, 1992, with earlier application permitted. The Company adopted this SOP effective October 1, 1992. SOP No. 92-3 requires that foreclosed assets held for sale, on an individual asset basis, be carried at the lower of (a) fair value minus the cost to sell, or (b) cost. If the fair value of the asset minus the estimated costs to sell the asset is less than the cost of the asset, the deficiency is recognized as a valuation allowance. Increases or decreases in the valuation allowance are charged or credited to income. Prior to October 1, 1992, any subsequent write- downs of the carrying value to fair value were charged to earnings. Operating expenses of foreclosed real estate and gains and losses upon disposition are reflected in earnings. Pension and 401-K Plans The Company and its subsidiaries have a defined benefit pension plan which covers substantially all full-time employees. The benefits are based on years of service and the employee's compensa tion during the years immediately preceding retirement. The Company's funding policy is to contribute annually the maximum amount that can be deducted for federal income tax purposes. Contributions are intended to provide not only for benefits attributed to service to date, but also for those expected to be earned in the future. The Company maintains a Section 401(k) savings plan for employees of the Company and its subsidiaries. Under the plan, the Company makes a matching contribution of one-third of the amount contributed by each participating employee, up to 6% of the employee's yearly salary. The Company's contributions may be paid out of current or retained earnings. The plan also allows for supplementary profit sharing contributions by the Company, at its discretion, for the benefit of participating employees. Income Taxes The Company and its subsidiaries file a consolidated income tax return. 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. For regulatory capital purposes, the recognition of deferred tax assets, when realization of such is dependent on an institution's future taxable income, is limited to the amount that can be realized within one year or 10% of core capital, whichever is less. Parent-Company-Only Condensed Financial Statements In the parent-company-only condensed financial statements, the investment in bank subsidiary is stated at cost plus equity in the undistributed earnings of the subsidiary. Earnings Per Share Earnings per share are based on the weighted average number of common shares outstanding during the period. The dilutive effect of common stock equivalents attributable to outstanding stock options is not material. Prior period common per share data has been restated to reflect the Company's 5% stock dividend declared on December 12, 1994 to shareholders of record on December 23, 1994. Recent Accounting Pronouncements In May, 1993, the Financial Accounting Standards Board ("FASB") issued SFAS No. 114, "Accounting by Creditors for Impairment of a Loan", which requires a change in accounting method for most financial institutions, commencing with fiscal years beginning after December 15, 1994, with early adoption permissible. In addition, in October 1994, the FASB amended SFAS No. 114 with SFAS No. 118, to allow a creditor to use existing methods for recognizing interest income on impaired loans. Under the new Statements, impaired loans would be measured using any of the following three methods on a loan-by-loan basis. * The present value of expected future cash flows (principal and interest related to the loan) discounted at the loan's effective interest rate. * The loan's obtainable market price. * The fair value of the collateral if the loan is collateral dependent. SFAS No. 114 also limits the classification of loans as in-substance foreclosures to situations where the creditor actually receives physical possession of the debtor's assets. The Statements are applicable to all creditors and to all loans, uncollateralized as well as collateralized, except large groups of smaller balance homogeneous loans that are collectively evaluated for impairment (i.e., residential mortgage, credit card and consumer installment loans), loans that are measured at fair value or at the lower of cost or fair value (i.e., loans in a trading or held for sale portfolio), leases, and convertible or nonconvertible debentures and bonds and other debt securities. Management does not expect that adopting the provisions of these Statements will have a material impact on the Company's consolidated financial statements. Note B-Mergers and Acquisitions Pending: On July 26, 1994, the Company signed a definitive agreement to acquire all of the outstanding capital stock of Orange Savings Bank (Orange), a Massachusetts-chartered savings bank, headquartered in Orange, Massachusetts. The acquisition is anticipated to be accounted for as a pooling-of-interests. Pursuant to the definitive agreement, each of Orange's 724,412 outstanding shares of common stock (except for any dissenting shares and shares beneficially held by the Company or Orange) will be converted into and exchangeable for the number of shares of the Company's common stock determined by multiplying .8750 by a fraction, the numerator of which is $17.1429 and the denominator of which is the average closing sale price per share of the Company's common stock on the American Stock Exchange for the ten trading days ending on the business day before the date on which the required approval of the Massachusetts Commissioner of Banks is obtained. This exchange ratio is subject to adjustment in the event that (i) such average closing price is above $20.00 or below $15.2381, (ii) the Company is a party to certain business combinations or (iii) the Company issues shares of stock in certain transactions, including, without limitation, stock splits and stock dividends. The proposed transaction is subject to regulatory approval and approval of Orange's shareholders. The transaction has already been approved by the Boards of Directors of the Company and Orange. At December 31, 1994, Orange had assets of $83,257,000, deposits of $73,383,000, and stockholders' equity of $8,531,000 (unaudited). Completed: On September 1, 1993, the Company, through its bank subsidiary, purchased the remaining 52.4% of Colonial Mortgage, Inc. (Colonial), a mortgage banking company headquartered in Amherst, New Hampshire, for $5,187,000, including $80,000 in acquisition costs. The Company previously owned 47.6% and as a result of the purchase Colonial became a wholly-owned subsidiary. The transaction was accounted for by the purchase method of accounting, and, accordingly, the results of operations of Colonial from September 1, 1993 to December 31, 1993 have been included in the Company's consolidated statements of income. Prior to the acquisition on September 1, 1993, 47.6% of the results of operations of Colonial was included in the Company's consolidated statements of income through the equity method of accounting. In connection with the acquisition, the excess ($2,023,000) of the purchase price over 52.4% of the fair value of the net assets acquired has been allocated to goodwill and is being amortized over 15 years on a straight- line basis. The fair value of the assets (including goodwill) and liabilities acquired amounted to $11,151,000 and $5,964,000, respectively. On November 15, 1993, Colonial was renamed CFX MORTGAGE, INC. The following summarized pro forma information (unaudited) presents the results of the Company's operations assuming the purchase of Colonial Mortgage, Inc. occurred on January 1, 1992.
Year Ended December 31 (In thousands, except per share data) 1993 1992 (unaudited) Total income $55,208 $59,640 Net income 4,962 3,725 Preferred dividend 270 270 Net income available to common stock 4,692 3,455 Net income per common share 1.23 .91
The above pro forma information does not purport to be indicative of the results that actually would have been obtained if the operations were combined at January 1, 1992, and is not intended to be a projection of future results or trends. Note C-Restrictions on Cash and Due From Bank Accounts The Federal Reserve Bank requires the Bank to maintain average reserve balances. The average amount of these reserve balances for the years ended December 31, 1994 and 1993 were approximately $13,835,000 and $10,942,000, respectively. Note D-Trading Securities The following table reflects the fair value of trading securities:
December 31 (In thousands) 1994 1993 U.S. Government and federal agency obligations $ -- $ 115 Federal agency mortgage pass-through securities -- 61,097 Hedge instruments -- 669 Money market funds 236 118 $236 $61,999
During 1994, the decrease in the net unrealized holding gain on trading securities included in the consolidated statement of income amounted to $46,000. Note E-Investment Securities Investment securities consist of the following at December 31, 1994 and 1993.
December 31 (In thousands) 1994 1993 Securities available for sale, at fair value $ 4,358 $ 21,695 Securities held to maturity, at amortized cost 109,531 96,044 $113,889 $117,739
The amortized cost and estimated fair value of investment securities, with gross unrealized gains and losses, follows:
December 31 (In thousands) 1994 Gross Gross Amortized Unrealized Unrealized Fair Cost Gains Losses Value Securities available for sale: Money market funds $ 1,056 $ -- $ -- $ 1,056 Other marketable equity securities 3,370 20 88 3,302 Total securities available for sale $ 4,426 $ 20 $ 88 $ 4,358 Securities held to maturity: Debt securities: State and municipal $ 23,498 $ 2 $ 815 $ 22,685 Corporate 5,932 8 137 5,803 Asset-backed 173 -- 1 172 Federal agency mortgage pass-through securities 62,966 -- 5,354 57,612 Collateralized mortgage obligations (CMO's) 16,962 -- 353 16,609 Total securities held to maturity $109,531 $ 10 $6,660 $102,881
December 31 (In thousands) 1993 Gross Gross Amortized Unrealized Unrealized Fair Cost Gains Losses Value Securities available for sale: CMO's $ 18,082 $ 4 $ 314 $ 17,772 Money market funds 675 -- -- 675 Other marketable equity securities 3,272 -- 24 3,248 Total securities available for sale $ 22,029 $ 4 $ 338 $ 21,695 Securities held to maturity: Debt securities: State and municipal $ 10,591 $ 77 $ 52 $ 10,616 Corporate 7,992 242 8 8,226 Asset-backed 620 2 -- 622 Federal agency mortgage pass-through securities 76,841 79 249 76,671 Total securities held to maturity $ 96,044 $400 $ 309 $ 96,135
At December 31, 1994, the Company has pledged debt securities with an amortized cost of $54,440,000, and a fair value of $49,726,000, as collateral to secure public funds, repurchase agreements (See Note L -- "Short-Term Borrowed Funds") and for other purposes. The amortized cost and estimated fair value of debt securities by contractual maturity are shown below. Expected maturities will differ from contractual maturities because issuers may have the right to call or prepay obligations with or without call or prepayment penalties.
December 31 (In thousands) 1994 1993 ------------------- ----------------------------------------- Held to Maturity Available for Sale Held to Maturity Amortized Fair Amortized Fair Amortized Fair Cost Value Cost Value Cost Value Within one year $ 8,999 $ 8,990 $ -- $ -- $ 290 $ 290 After one year through five years 11,968 11,654 -- -- 11,906 12,113 After five years through ten years 8,636 8,016 -- -- 6,931 6,985 After ten years through twenty years -- -- -- -- 76 76 29,603 28,660 -- -- 19,203 19,464 Pass-through securities and CMO's 79,928 74,221 18,082 17,772 76,841 76,671 $109,531 $102,881 $18,082 $17,772 $96,044 $96,135
Proceeds from the sale of securities available for sale during the year ended December 31, 1994 were $20,331,000. Gross gains of $85,000 and no gross losses were recognized on such sales. In addition, securities available for sale with an amortized cost of $16,575,000 were transferred to securities held to maturity at their fair value of $15,810,000, resulting in a net unrealized loss of $765,000 at the date of transfer. The net unrealized loss is being amortized to interest income using the interest method over the terms of the investments. Proceeds from the sale of debt securities during the years ended December 31, 1993 and 1992 were $89,184,000 and $32,741,000, respectively. Gross gains of $3,212,000 and $598,000, respectively, and gross losses of $588,000 and $57,000, respectively, were realized during the years ended December 31, 1993 and 1992. Note F-Mortgage Loans Held for Sale The Company's mortgage banking subsidiary, CFX MORTGAGE, INC. engages in originating, selling and servicing real estate loans, primarily residential. Mortgage loans totaling $8,295,000 and $16,927,000 were held for sale by CFX MORTGAGE, INC. as of December 31, 1994 and December 31, 1993, respectively. Note G-Loans and Leases Loans and leases consist of the following:
December 31 (In thousands) 1994 1993 Real estate: Residential $379,181 $312,828 Construction 7,761 9,292 Commercial 82,468 76,955 Commercial, financial and agricultural 48,020 42,835 Warehouse lines of credit to leasing companies 15,339 5,428 Consumer and other 36,544 24,934 $569,313 $472,272
Nonaccrual loans and restructured loans totaled $6,536,000 and $1,824,000, respectively, at December 31, 1994 and $6,472,000 and $837,000, respectively, at December 31, 1993. Interest income that would have been recorded under the original terms of such nonaccrual and restructured loans and the interest income actually recognized for the years ended December 31, 1994, 1993, and 1992 are as follows:
Year Ended December 31 (In thousands) 1994 1993 1992 Interest income that would have been recorded $549 $656 $721 Interest income recognized 255 483 372 Interest income foregone $294 $173 $349
The Company is not committed to lend additional funds to borrowers whose loans have been modified in connection with troubled debt restructurings. The primary geographic concentration of credit risk for loans originated by the Company is the State of New Hampshire. The remainder of the portfolio is distributed principally throughout the other New England states. Note H-Allowance for Loan and Lease Losses Changes in the allowance for loan and lease losses are as follows:
Year Ended December 31 (In thousands) 1994 1993 1992 Balance at beginning of year $7,357 $7,909 $6,957 Allowance of acquired subsidiaries -- 13 -- Allowance acquired through regulatory-assisted transactions -- -- 350 Provision for loan and lease losses 425 2,970 2,911 Loans charged-off (1,172) (3,904) (2,523) Recoveries of loans previously charged-off 415 369 214 Balance at end of year $7,025 $7,357 $7,909
Note I-Premises and Equipment The following is a summary of premises and equipment:
December 31 (In thousands) 1994 1993 Land $ 2,033 $ 1,792 Buildings and leasehold improvements 11,369 9,959 Furniture and equipment 7,877 6,485 21,279 18,236 Less accumulated depreciation and amortization (7,636) (6,838) $13,643 $11,398
Depreciation and amortization expense was $1,558,000, $1,244,000, and $1,181,000, for the years ended December 31, 1994, 1993, and 1992, respectively. Note J-Foreclosed Real Estate Foreclosed real estate is presented net of a valuation allowance as follows:
December 31 (In thousands) 1994 1993 Foreclosed real estate $1,100 $1,868 In-substance foreclosures 798 1,869 1,898 3,737 Less allowance for losses (325) (384) $1,573 $3,353
An analysis of the allowance for losses on foreclosed real estate follows:
December 31 (In thousands) 1994 1993 1992 Balance at beginning of year $384 $307 $ -- Provision for losses 207 673 307 Charge-offs, net of recoveries (266) (596) -- Balance at end of year $325 $384 $307
The following table presents the components of the operation of foreclosed real estate for the periods indicated:
Year Ended December 31 (In thousands) 1994 1993 1992 Operating expenses, net of rental income $175 $1,000 $1,455 Write-downs to net realizable value -- -- 914 Provision for losses 207 673 307 Net loss (gain) on sales of real estate (225) 1,338 (348) $157 $3,011 $2,328
Note K-Deposits Total deposits consist of the following:
December 31 (In thousands) 1994 1993 Noninterest bearing $ 37,675 $ 32,214 Savings: Regular savings 102,653 111,155 NOW accounts 79,140 77,274 Money market accounts 98,389 113,754 Total savings 280,182 302,183 Time certificates of deposit 233,682 216,808 Total deposits $551,539 $551,205
Time deposits with a minimum balance of $100,000 at December 31, 1994 and 1993 totaled approximately $28,144,000 and $32,830,000, respectively. A summary of term certificates, by maturity, is as follows:
December 31 (Dollars in thousands) 1994 1993 ------------------- ------------------- Weighted Weighted Average Average Amount Rate Amount Rate Within one year $123,231 4.36% $143,048 4.22% After one year through three years 83,329 5.52 66,341 5.02 After three years through five years 27,122 5.63 7,419 4.90 $233,682 4.92% $216,808 4.49%
Note L-Short-Term Borrowed Funds The following summarizes short-term borrowed funds:
December 31 (In thousands) 1994 1993 Securities sold under agreement to repurchase: Retail $ 5,603 $ 6,238 Wholesale-3.55% (fixed rate) due January 14, 1994 -- 14,644 Wholesale-6.35% (fixed rate) due January 13, 1995 7,120 -- Wholesale-6.05% (fixed rate) due January 20, 1995 14,593 -- Total short-term borrowed funds $27,316 $20,882
Retail securities sold under agreement to repurchase at December 31, 1994 were due to mature by January 11, 1995 at a weighted average interest rate of 4.58%. At December 31, 1993, such agreements were due to mature by January 17, 1994 at a weighted average interest rate of 2.02% Note M-Advances from Federal Home Loan Bank of Boston Advances from the Federal Home Loan Bank of Boston (FHLBB) consist of the following:
December 31 (In thousands) 1994 1993 Short-Term: 3.48% (fixed rate) due January, 1994 $ -- $10,000 3.54% (variable rate) due January, 1994 -- 10,000 3.38% (fixed rate) due March, 1994 -- 26,600 5.90% (fixed rate) due January, 1995 50,000 -- 6.39% (fixed rate) due March, 1995 10,000 -- 6.65% (variable rate) due daily 32,000 -- 92,000 46,600 Long-Term: 5.00% (fixed rate) due January, 2003 201 201 Total advances $92,201 $46,801
CFX BANK has an available line of credit with the FHLBB at an interest rate that adjusts daily. Borrowings under the line are limited to 2% of CFX BANK's total assets. All borrowings from the FHLBB are secured by a blanket lien on certain qualified collateral, defined principally as 90% of the fair value of U.S. Government and federal agency obligations and 75% of the carrying value of first mortgage loans on owner-occupied residential property. Note N-Due to Broker The Company records the purchase and sale of securities as of the trade date. Trading and investment purchase transactions that had not yet settled at December 31, 1993 amounted to $20,327,000 and $12,927,000, respectively. Note O-Preferred Stock At December 31, 1994, the Company had outstanding 192,769 shares of 7.5% Series A Cumulative Convertible Preferred Stock (the "Preferred Stock"). The Preferred Stock was issued as of April 30, 1990 in connection with the acquisition of The Valley Bank. The Preferred Stock is convertible on a basis of 1.1025 share of common stock for each share of Preferred Stock, (which reflects common stock dividends) at the option of the shareholder at any time until the mandatory conversion date of April 30, 1995. The holders of the Preferred Stock are entitled to receive cumulative cash dividends and have the right, voting as a single class with the shareholders of the Company's common stock, to vote on all matters presented for a shareholder vote. Each holder of the Preferred Stock is entitled to one vote for each share held. Note P-Income Taxes The components of the provision for income taxes are as follows:
Year Ended December 31 (In thousands) 1994 1993 1992 Current tax provision: Federal $2,768 $1,501 $2,401 State 499 61 -- Total current 3,267 1,562 2,401 Deferred tax provision (benefit): Federal (57) 479 (401) State (13) 22 -- Total deferred (70) 501 (401) Effect of tax law change 17 (436) -- Effect of change in valuation reserve -- (387) -- Provision for income taxes $3,214 $1,240 $2,000
The components of the net deferred tax asset included in other assets are as follows:
December 31 (In thousands) 1994 1993 Deferred tax assets: Federal $3,648 $3,822 State 496 537 Total deferred tax assets 4,144 4,359 Deferred tax liabilities: Federal (1,623) (1,993) State (221) (290) Total deferred tax liabilities (1,844) (2,283) Net deferred tax asset $2,300 $2,076
A summary of the change in the net deferred tax asset is as follows:
Year Ended December 31 (In thousands) 1994 1993 1992 Balance at beginning of year $2,076 $3,007 $2,667 Deferred tax benefit 53 322 401 Purchase accounting effects of Colonial Mortgage, Inc. acquisition -- (1,371) -- Tax effects of net unrealized losses on investment securities reflected in shareholders' equity 171 118 (61) Balance at end of year $2,300 $2,076 $3,007
The tax effects of each type of income and expense item that give rise to deferred tax assets and liabilities are as follows:
December 31 (In thousands) 1994 1993 Deferred tax assets: Allowance for loan and lease losses $2,713 $2,866 Capital loss carryforwards 512 593 Stock write-downs 14 14 Net unrealized losses on trading and investment securities 303 132 Foreclosed real estate write-downs -- 92 Deferred point income 81 214 Book reserves 421 385 Other 100 63 Total deferred tax assets 4,144 4,359 Deferred tax liabilities: Depreciation (547) (576) Mortgage servicing rights (1,037) (1,215) Cash to accrual recapture (110) (167) Deferred gains -- (169) Other (150) (156) Total deferred tax liabilities (1,844) (2,283) Net deferred tax asset $2,300 $2,076
SFAS No. 109 requires a valuation allowance against deferred tax assets if, based on the weight of available evidence, it is more likely than not that some or all of the deferred tax assets will not be realized. Prior to 1993, the Company believed that some uncertainty existed with respect to future realization of capital loss carryforwards. Therefore, the Company had established a valuation allowance relating to capital loss carryforwards of $387,000 as of December 31, 1992. The valuation allowance was reversed in 1993 as a result of the recognition of $1,266,000 in capital gains in 1993 and the development of tax planning strategies that will utilize the capital loss carryforwards. A summary of capital loss carryforwards and other temporary differences that will result in capital loss treatment when recognized for tax purposes is as follows:
December 31 (In thousands) 1994 1993 Amount @ 39% Amount @ 39% Tax capital loss carryforwards $1,325 $512 $1,522 $593 Other temporary differences that will result in capital losses: Stock write-downs 36 14 36 14 Net unrealized losses on marketable equity securities -- -- 24 9 $1,361 $526 $1,582 $616
The capital loss carryforwards expire as of December 31, 1996. Prior to 1993, the Company was not obligated to pay New Hampshire Business Profits Tax (NHBPT) as a result of significant income derived from state tax- free sources and a credit allowed for New Hampshire Franchise Tax. Therefore, prior to 1993 no deferred taxes had been recognized for NHBPT purposes. During 1993, as a result of the Franchise Tax being repealed by the New Hampshire State legislature and the Company's significant reduction in income derived from tax-free sources, the Company began to pay NHBPT. As a result of becoming obligated to pay NHBPT in 1993, the Company fully recognized deferred taxes for NHBPT in 1993. CFX BANK qualifies under provisions of the Internal Revenue Code to deduct from taxable income, if any, a provision for loan and lease losses based on a percentage of taxable income before such deduction (PTI method). Under the Tax Reform Act of 1986, the loan loss deduction allowable is limited to 8% of taxable income. At December 31, 1994, retained earnings include a tax loan loss reserve of approximately $5,700,000 at the Bank's base year for which no provision for income taxes has been made. If, in the future, such amounts are used for any purpose other than to absorb loan losses, or if CFX BANK ceases to qualify to utilize the PTI method under the Internal Revenue Code, CFX BANK will incur a tax liability at the current applicable income tax rates. The Company anticipates that it will continue to meet the qualifying assets test and that the $5,700,000 of retained earnings will not be used for any purpose that would result in the payment of income taxes. The unrecognized deferred tax liability on such amount as of December 31, 1994 is approximately $2,200,000. The following is a reconciliation of the statutory federal income tax rate applied to pre-tax accounting income, with the income tax provisions in the consolidated statements of income:
Year Ended December 31 (Dollars in thousands) 1994 1993 1992 Amount Percent Amount Percent Amount Percent Income tax expense at the statutory rate $2,954 34% $2,129 34% $1,971 34% Increase (decrease) resulting from: Dividends received deduction (44) (1) (29) -- (35) (1) Tax-exempt interest income (252) (3) (91) (2) (93) (2) Goodwill and deposit base intangible amortization 232 3 215 3 218 4 Reversal of book over tax basis from investment in Colonial Mortgage, Inc. -- -- (273) (4) -- -- State income taxes, net of federal income tax benefit 332 4 (381) (6) -- -- Other, net (8) -- 42 1 23 -- Change in valuation allowance -- -- (372) (6) (84) (1) Income tax expense $3,214 37% $1,240 20% $2,000 34%
Note Q-Pension and 401(k) Plans The Company's defined benefit pension plan and 401(k) savings plan are summarized in the following tables: Pension Plan The following table sets forth the plan's funded status and amounts recognized in the Company's consolidated balance sheets:
December 31 (In thousands) 1994 1993 Actuarial present value of benefit obligations: Accumulated benefit obligation, including vested benefits of $2,467,000 in 1994 and $2,631,000 in 1993 $(2,539) $(2,689) Projected benefit obligation for service rendered to date $(2,962) $(3,221) Plan assets at fair value, primarily invested in bank money market accounts, equities, and group annuity contracts 3,144 3,076 Plan assets in excess of (less than) projected benefit obligation 182 (145) Unrecognized net gain from past experience different from that assumed and effects of changes in assumptions (1,153) (656) Prior service cost not yet recognized in net periodic pension cost 128 136 Unrecognized net assets at end of year (8) (10) Accrued pension cost included in other liabilities $ (851) $ (675)
Net pension expense includes the following components:
Year Ended December 31 (In thousands) 1994 1993 1992 Service cost-benefits earned during the period $349 $268 $196 Interest cost on projected benefit obligation 253 221 208 Actual return on plan assets (79) (136) (267) Net amortization and deferral (159) (117) 12 Net pension expense $364 $236 $149
The weighted average discount rate and rate of increase in future compensation levels used in determining the actuarial present value of the projected benefit obligation was 8.00% and 5.00%, respectively, in 1994 and 7.00% and 5.50%, respectively, in 1993 and 8.25% and 5.50%, respectively, in 1992. The expected long-term rate of return on plan assets was 7.50% for the years ended December 31, 1994, 1993, and 1992. 401(k) Plan The following table sets forth the Company's 401(k) plan expense recognized:
Year Ended December 31 (In thousands) 1994 1993 1992 Matching contribution $110 $ 82 $ 76 Supplemental profit sharing contribution 315 328 106 $425 $410 $182
Note R-Stock Option Plan The Company has a stock option plan (the Option Plan) whereby options may be granted to certain key employees and directors of the Company and its subsidiaries to purchase shares of common stock of the Company at a price not less than fair value at the date of grant. Both incentive stock options and nonqualified stock options may be granted pursuant to the Option Plan. A total of 248,000 shares of authorized but unissued common stock of the Company has been reserved for issuance pursuant to incentive stock options granted under the Option Plan and 193,000 shares of authorized but unissued common stock have been reserved for issuance pursuant to nonqualified stock options granted. The options are exercisable over a period not to exceed ten years from the date of grant. Changes in the status of options are summarized as follows:
Incentive Nonqualified (In thousands, except price per share data) Stock Options Stock Options ------------------------ ------------------------ December 31 1994 1993 1992 1994 1993 1992 Outstanding at beginning of year 237 193 191 30 47 47 Granted -- 61 9 63 -- -- Exercised @ $ 8.39 -- (3) -- -- -- -- @ $12.87 (10) -- -- -- -- -- @ $13.04 (24) (9) -- (1) (12) -- Cancelled (1) (5) (7) -- (5) -- Outstanding at end of year 202 237 193 92 30 47 Exercisable at end of year 202 237 193 92 30 47 Price range of options $ 8.39 $ 8.39 $ 8.39 $13.04 -- -- outstanding $15.88 $15.88 $13.04 $14.74 $13.04 $13.04 Average price of options outstanding $13.30 $13.30 $12.62 $14.20 $13.04 $13.04
As provided for in the Option Plan, all option information has been restated for stock dividends declared. Note S-Employee Stock Purchase Plan The Company has an employee stock purchase plan (the Stock Purchase Plan) whereby employees of the Company and its subsidiaries with more than one-half year of continuous service, except for certain employees with substantial stock interests in the Company or with substantial rights to purchase common stock, may purchase up to an aggregate of 110,000 shares of the Company's common stock. Eligible employees have the right to purchase common stock by authorizing payroll deductions of up to seven percent of their base salary. The Stock Purchase Plan provides for periodic offerings at a purchase price which would not be less than the lesser of (1) 90% of the fair value per share on the offering date or (2) 90% of the fair value per share on the date of exercise. The Board of Directors of the Company may change the option price for subsequent offerings by increasing the percentage of fair value to a percentage not greater than 100% or decreasing the percentage of fair value to a percentage not less than 85%. Eligible employees purchased 10,235 and 7,889 shares of common stock at an exercise price of $14.50 (average) and $11.15 (average) per share during the years ended December 31, 1994 and 1993, respectively. As provided for in the Stock Purchase Plan, all information has been restated for stock dividends declared. Note T-Restrictions on Subsidiary Dividends, Loans and Advances Certain restrictions exist regarding the ability of the Bank to transfer funds to the Company in the form of cash dividends, loans and advances. Applicable rules prohibit the payment of a cash dividend by the Bank if the effect thereof would cause the net worth of the Bank to be reduced below applicable net worth requirements. Federal banking regulators require that the Company (on a consolidated basis) and the Bank meet certain Tier 1 leverage capital and risk-based capital ratio requirements. Generally, all but the most financially sound institutions are required to maintain a minimum Tier 1 leverage capital ratio of not less than 4.00% and a risk-based capital ratio of not less than 8.00%. The Company and the Bank exceeded all minimum regulatory requirements at December 31, 1994 and 1993. Under Federal Reserve regulations, the Bank is also limited as to the amount it may loan to the Company, unless such loans are collateralized by specified obligations. At December 31, 1994, the maximum amount available for transfer from the Bank to the Company in the form of loans approximated 8.68% of consolidated net assets. Note U-Loans to Related Parties In the ordinary course of business, the Company makes loans to subsidiary affiliates, directors and officers and their associates and affiliated companies (related parties) at substantially the same terms, including interest rates and collateral, as those prevailing at the time of origination for comparable transactions with other borrowers. The total amounts due from directors, officers and their associates were $7,546,000 and $8,534,000 at December 31, 1994 and 1993, respectively. During the year ended December 31, 1994, new loans totaling $5,094,000 were made, and repayments received totaled $6,082,000. Note V-Commitments and Contingencies In the ordinary course of business, there are outstanding commitments and contingencies which are not reflected in the consolidated financial statements. Employment and Special Termination Agreements The Company has entered into three-year employment agreements with its President and Executive Vice President. Additionally, CFX MORTGAGE, INC. has entered into a three-year employment agreement with its President. The terms of the agreements automatically extend for an additional year unless either party elects to limit the agreement to its then existing term. The agreements generally provide for a specified minimum annual compensation and the continuation of benefits currently received, including provisions following a "Change of Control". However, such employment may be terminated for cause, as defined, without incurring any continuing obligations. In addition to the above agreements, the Company has entered into special termination agreements with certain additional senior executives. The agreements generally provide for certain lump sum or periodic severance payments following a "Change in Control" as defined in the agreements. Investment in Limited Partnerships At December 31, 1994, the Company was committed to invest $551,000 in two real estate development limited partnerships. Other Contingencies Various legal claims also arise from time to time in the ordinary course of business which, in the opinion of management, will have no material effect on the Company's consolidated financial statements. Note W-Financial Instruments The Company uses certain financial instruments in managing the interest rate risk included in the consolidated balance sheet. Futures and options contracts are used explicitly for hedge purposes and are not undertaken for speculation. The Company's intent and general practice is to liquidate (offset) futures and options contract obligations before stated exercise or delivery dates through established market transactions. The Company does not generally intend to deliver or receive the securities underlying its futures and options contracts, but may execute delivery or receipt if it is financially prudent to do so. The detail on the specific financial instruments used is as follows: Interest Rate Swap Agreements Commencing in 1993, the Company entered into agreements to exchange interest rate cash flows with approved counterparties. Swap agreements outstanding at December 31, 1994 and 1993 are as follows:
December 31, 1994 (Dollars in thousands) Assets Interest Interest Notional Maturity Unrealized Hedged Received Paid Amount Date Loss Mortgage loans Fixed--4.37%(1) Variable-- $25,000 11/23/96 $(1,194) held in portfolio 6 mo. LIBOR(1) (Rate: 6.3125%)
December 31, 1993 (Dollars in thousands) Assets Interest Interest Notional Maturity Unrealized Hedged Received Paid Amount Date Loss Mortgage loans Fixed--4.37%(1) Variable-- $25,000 11/23/96 $ (52) held in portfolio 6 mo. LIBOR(1) (Rate: 3.5625%) Trading securities Variable-- Fixed--4.55% 7,500 11/18/96 -- 3 mo. LIBOR Trading securities Variable-- Fixed--5.13% 9,500 11/18/98 -- 3 mo. LIBOR Trading securities Variable-- N/A 10,000 10/18/97 -- 3 mo. LIBOR with cap(2) ------- ------- $52,000 $ (52) ======= ======= The contract can be terminated by counterparty in May 1995. If the contract is not terminated in May 1995, the interest received from the counterparty increases to 5.5% for the remaining term. To be received only if and by the amount such rate exceeds 4.5%
The effect of the $25,000,000 swap agreement is to lengthen the repricing period of certain variable-rate mortgage loans. The $7,500,000 and $9,500,000 agreements effectively shorten the repricing period of certain fixed-rate mortgage-backed securities held in the trading portfolio. The $10,000,000 agreement, known as an interest rate cap contract, is intended to protect against declining fair values of trading securities should interest rates move significantly higher. Financial Futures Contracts The Company uses financial futures contracts to hedge interest rate exposure generally on certain mortgage-backed securities held in the trading portfolio. At December 31, 1994, the Company held no financial futures contracts. At December 31, 1993, the Company held short futures positions (futures contract sold with a commitment to buy back within a specified term) in euro-dollar contracts totaling $120,000,000 extending through March of 1995. The cost of U.S. Treasury bills pledged as collateral for initial margin on open futures contracts was $114,000 at December 31, 1993. Financial Option Contracts The Company uses financial options to hedge interest rate exposure generally on certain mortgage-backed securities held in the trading portfolio as well as secondary mortgage market operations. At December 31, 1994, the Company held put options (the option to sell securities at a stated price within a specified term) on 30-year Treasuries totaling $6,000,000 extending through March 1995 for mortgage loans held for sale. At December 31, 1993, the Company held put options in U.S. Treasury bonds totaling $9,000,000 extending through March of 1994 and on euro-dollar obligations totaling $325,000,000 extending through December of 1994. The Company also held call options (the option to buy securities at a stated price within a specified term) on U.S. Treasury bonds totaling $2,000,000 extending through March of 1994. At December 31, 1994, there were no derivatives held for trading purposes as the overall program for which they were used was liquidated in October, 1994. The average fair values for such instruments for 1994 were not material to the consolidated financial statements. Net gains (losses) on trading securities, included separately in the consolidated statements of income, are summarized as follows:
Year Ended December 31 (In thousands) 1994 1993 1992 Mortgage-backed securities $(2,985) $(323) $(41) Other debt securities (4) 18 (17) Equity securities 271 300 50 Futures, options and swaps 2,461 321 -- $ (257) $ 316 $ (8)
The following table provides a rollforward of the notional amounts of each type of financial instrument used by the Company to manage interest rate risk for the periods indicated:
Interest Financial Financial Rate Futures Option Swap Contracts Contracts Year Ended December 31, 1994 (In thousands) Agreements (Short Position) (Long Position) Balance at beginning of year $52,000 $(120,000) $ 336,000 Contracts: New -- 858,000 975,300 Terminated (27,000) (738,000) (1,280,300) Expired -- -- (25,000) Balance at end of year $25,000 $ -- $ 6,000
As mortgage-backed securities were purchased for the trading portfolio, the Company assessed the price volatility under varying interest rates. A hedge using a combination of interest rate exchange agreements, financial futures contracts and financial option contracts were constructed to closely resemble the volatility of the underlying security. On an ongoing basis, the Company monitored the effectiveness of the hedge position to ensure appropriate matching of price volatility. Derivative instruments are monitored regularly to assess market price changes. On at least a monthly basis, rate change analyses are done in order to assess potential market risk in changing interest rate environments. When the price volatility of derivative instruments varies from the price volatility of assets being hedged, positions are adjusted to maintain an appropriate match. The Company includes all off-balance sheet and derivative positions in its analysis of interest rate risk. Increases and decreases of both 100 and 200 basis points are analyzed in order to determine anticipated changes in earnings and market values. Note X-Fair Value of Financial Instruments SFAS No. 107, "Disclosures about Fair Value of Financial Instruments", requires disclosure of estimated fair values of all financial instruments where it is practicable to estimate such values. In cases where quoted market prices are not available, fair values are based on estimates using present value or other valuation techniques. Those techniques are significantly affected by the assumptions used, including the discount rate and estimates of future cash flows. Accordingly, the derived fair value estimates cannot be substantiated by comparison to independent markets and, in many cases, could not be realized in immediate settlement of the instrument. SFAS No. 107 excludes certain financial instruments and all nonfinancial instruments from its disclosure requirements. Accordingly, the aggregate fair value amounts presented do not represent the underlying value of the Company. The following methods and assumptions were used by the Company in estimating fair value disclosures for financial instruments: Cash and Cash Equivalents: The carrying amounts of cash and short-term instruments approximate fair values. Interest Bearing Deposits with Other Banks: The carrying values of interest bearing deposits with other banks approximate fair values. Federal Home Loan Bank of Boston Stock: The carrying value of Federal Home Loan Bank of Boston stock approximates fair value. Trading Securities: Fair values for trading portfolio securities (including off-balance-sheet instruments), which also are the amounts recognized in the consolidated balance sheet, are based on quoted market prices. Investment Securities: Fair values of investment securities are based on quoted market prices. Mortgage Loans Held For Sale: Fair values of mortgage loans held for sale are determined taking into consideration commitments on hand from investors and prevailing market prices. Loans and Leases (Loans): Fair values of variable-rate loans that reprice frequently and have no significant change in credit risk, are based on carrying values. Fair values for other loans are estimated using discounted cash flow analyses which use interest rates currently being offered for loans with similar terms to borrowers of similar credit quality. Deposits: Fair values disclosed for demand deposits (non-interest bearing deposits, savings and certain types of money market accounts) are, by definition, equal to the amount payable on demand at the reporting date (i.e., their carrying amounts). Fair values for fixed-rate certificates of deposit are estimated using a discounted cash flow calculation that applies interest rates currently being offered on certificates to a schedule of aggregated expected monthly maturities on time deposits. Short-Term Borrowed Funds: The carrying amounts of borrowings under repurchase agreements and other short-term borrowings approximate their fair values. Advances from the Federal Home Loan Bank of Boston: The carrying amount of advances from the Federal Home Loan Bank of Boston approximate their fair values. Accrued Interest: The carrying amounts of accrued interest approximates fair value. Off-Balance-Sheet Instruments: Fair values for futures, options and swaps are based on quoted market prices. Fair values for off-balance-sheet lending commitments are based on fees currently charged to enter into similar agreements, taking into account the remaining terms of the agreements and the counterparties' credit standing. The estimated fair values, and related carrying amounts or notional amounts, of the Company's financial instruments are as follows:
December 31 (In thousands) 1994 1993 Carrying Fair Carrying Fair Amount Value Amount Value Financial assets: Cash and due from banks $ 18,832 $ 18,832 $ 16,676 $ 16,676 Interest bearing deposits with other banks 2,663 2,663 10,480 10,480 Federal Home Loan Bank of Boston stock 6,471 6,471 3,590 3,590 Trading securities 236 236 61,999 61,999 Securities available for sale 4,358 4,358 21,695 21,695 Securities held to maturity 109,531 102,881 96,044 96,135 Mortgage loans held for sale 8,295 8,321 16,927 16,957 Loans and leases, net 562,288 560,311 464,915 470,115 Accrued interest receivable 4,753 4,753 3,946 3,946 Financial liabilities: Deposits 551,539 550,962 551,205 555,700 Short-term borrowed funds 27,316 27,316 20,882 20,882 Advances from the Federal Home Loan Bank of Boston 92,201 92,201 46,801 46,801 Accrued interest payable 662 662 339 339
Notional Fair Notional Fair Amount Value Amount Value Unrecognized financial instruments: Commitments to grant loans 21,836 (120) 29,283 (169) Standby letters of credit 954 (9) 738 (7) Unadvanced funds on lines of credit 48,183 -- 36,822 -- Interest-rate swap agreements 25,000 (1,194) 25,000 (52) Financial options contract 6,000 31 336,000 --
Note Y-Financial Instruments with Off-Balance-Sheet Risk The Company is party to financial instruments with off-balance-sheet risk in the normal course of business to meet the financing needs of its customers and to reduce its own exposure to fluctuations in interest rates. These financial instruments include commitments to extend credit, options written, standby letters of credit and financial guarantees, interest-rate contracts, (caps, floors, and interest-rate swaps) and futures contracts. These instruments involve, to varying degrees, elements of credit and interest-rate risk in excess of the amount recognized in the consolidated balance sheet. The contract or notional amounts of these instruments reflect the extent of the Company's involvement in particular classes of financial instruments. The Company's exposure to credit loss in the event of nonperformance by the other party to the financial instrument for commitments to extend credit and standby letters of credit is represented by the contractual amount of these specific instruments. The Company uses the same credit policies in making these commitments and conditional obligations as it does for on-balance-sheet instruments. For interest-rate contracts, futures contracts, and options contracts, the contract or notional amounts do not represent the Company's exposure to credit loss. Rather, the credit loss exposure relates to the net fair value to be received if such contracts were to be offset in the marketplace. The Company controls the credit risk of such contracts through credit approvals, limits, and monitoring procedures. Unless noted otherwise, the Company does not require collateral or other security to support financial instruments with credit risk. At December 31, 1994 and 1993, the following financial instruments were outstanding:
Contract or Notional Amount December 31 (In thousands) 1994 1993 Financial instruments whose contract amounts represent credit risk: Commitments to grant loans $ 21,836 $ 29,283 Unadvanced funds on lines of credit 48,183 36,822 Standby letters of credit 954 738 Financial instruments whose contract or notional amounts exceed the amount of credit risk: Trading: Futures contracts (short position) -- $120,000 Interest-rate swap agreements (including caps and floors) -- 27,000 Financial options contracts (long position) -- 327,000 Other: Outstanding forward delivery contracts 116,891 142,697 Interest-rate swap agreements 25,000 25,000 Financial options contracts (long position) 6,000 9,000
A commitment to extend credit is an agreement to provide financing to a customer contingent upon compliance with all conditions established in the contract. A commitment generally has a fixed expiration date or other termination clause and may require payment of a fee. Since many of the commitments are expected to expire without being drawn upon, the total commitment amount does not necessarily represent future cash requirements. The Company evaluates each customer's credit worthiness on an individual basis. The amount of collateral obtained, if deemed necessary upon extension of credit, is based on management's evaluation of the counterparty. The collateral held varies but may include cash, accounts receivable, inventory, property, plant and equipment, income-producing commercial properties, and residential real estate. Standby letters of credit are conditional commitments issued by the Company to guarantee the performance of a customer to a third party. These commitments are primarily issued to support private borrowing arrangements on a short-term basis. The credit risk involved in issuing secured letters of credit is essentially the same as that involved in extending loan facilities to customers. Forward delivery contracts are contracts for delayed delivery of mortgage loans or mortgage- backed securities in which the seller agrees to make delivery at a specified future date of a specified instrument, at a specified price or yield. Credit risk to the Company arises from the possible inability of counterparties to meet the terms of their contracts. In the event of nonacceptance by the counterparty, the Company would be subject to the credit risk of the loans retained. These loans would have been originated in the ordinary course of business complying with the Company's standard credit evaluation and collateral requirements. Failure to fulfill delivery requirements for these contracts may result in payment of fees to certain investors. Futures contracts are contracts for delayed delivery of securities or money market instruments in which the seller agrees to make delivery at a specified future date of a specified instrument, at a specified price or yield. Risks arise from the possible inability of counterparties to meet the terms of their contracts and from movements in securities values and interest rates.The Company enters into a variety of interest-rate contracts including interest- rate caps and floors, interest-rate options, and interest-rate swap agreements, in its trading portfolio, in its mortgage banking activity, and in managing the Company's overall interest-rate exposure. Interest-rate options are contracts that allow the holder of the option to purchase or sell a financial instrument at a specified price within a specified period of time. For most futures and options transactions, the Company uses recognized and centralized exchanges for execution. These exchanges act as the counterparty to all transactions, thereby minimizing the credit risk of market participants. Interest-rate swap transactions generally involve the exchange of fixed and floating-rate interest-payment obligations without the exchange of the underlying principal amounts. The Company typically becomes a principal in the exchange of interest payments between the parties and, therefore, is exposed to loss should one of the parties default. The Company minimizes this risk by performing normal credit reviews on its swap counterparties. Entering into interest-rate swap agreements involves not only the risk of dealing with counterparties and their ability to meet the terms of the contracts but also the interest-rate risk associated with an unmatched position. Notional principal amounts often are used to express the volume of these transactions, but the amounts potentially subject to credit risk are much smaller. Note Z-Segment Information Summarized data for the Company's mortgage banking operations for the year ended December 31, 1994 and the period from September 1, 1993 (See Note B -- "Mergers and Acquisitions") to December 31, 1993 is as follows:
Period Ended December 31 (In thousands) 1994 1993 Net interest and dividend income $ 1,063 $ 191 Loan servicing fees 2,627 323 Net gain on sale of loan servicing rights 677 -- Net gains on sale of loans 413 595 Other income 378 160 Total income 5,158 1,269 Depreciation expense 142 53 Other expense 3,790 1,304 Income (loss) before income tax expense (benefit) 1,226 (88) Income tax expense (benefit) 516 (30) Net income (loss) $ 710 $ (58) Total assets $ 25,764 $ 36,000 Total loans serviced for others $645,000 $705,000 Additions to property, plant and equipment $ 287 $ 1,502
Substantially all loans serviced for others were sold without recourse provisions. The following is an analysis of the changes in mortgage servicing rights (acquired and excess servicing fees receivable):
Period Ended December 31 (In thousands) 1994 1993 Balance at beginning of period $4,557 $1,473 Purchase accounting adjustment -- 3,463 Adjusted balance 4,557 4,936 Additions 406 112 Sales (126) -- Amortization (630) (491) Balance at end of period $4,207 $4,557
Note AA-CFX Corporation (Parent-Company-Only) Condensed Financial Statements Balance Sheets
December 31 (In thousands) 1994 1993 Assets Cash and due from banks $ 100 $ 111 Interest bearing deposits with bank subsidiary 11,386 7,756 Securities available for sale 1,047 13 Securities held to maturity 595 873 Investment in bank subsidiary 66,922 66,338 Other assets 3,106 2,441 $83,156 $77,532 Liabilities $ 5,028 $ 1,748 Shareholders' Equity 78,128 75,784 $83,156 $77,532
Statements of Income
Year Ended December 31 (In thousands) 1994 1993 1992 Interest and dividend income $ 277 $ 126 $ 231 Dividends from subsidiaries 5,000 7,750 2,000 Trading securities gains -- 9 1 5,277 7,885 2,232 General and administrative expenses 1,013 919 710 Income before income taxes and equity in undistributed net income (loss) of subsidiaries 4,264 6,966 1,522 Income tax benefit (345) (597) (264) Income before equity in undistributed net income (loss) of subsidiaries 4,609 7,563 1,786 Equity in undistributed net income (loss) of subsidiaries 864 (2,541) 2,012 Net Income $5,473 $ 5,022 $3,798
Statements of Cash Flows
Year Ended December 31 (In thousands) 1994 1993 1992 Operating Activities Net income $ 5,473 $ 5,022 $ 3,798 Adjustments to reconcile net income to net cash provided by operating activities: Deferred tax benefit (111) (311) (83) Net decrease in trading securities -- 11 29 Equity in undistributed net loss (income) of subsidiaries (864) 2,541 (2,012) Net change in other assets and other liabilities 2,621 (15) 322 Net Cash Provided by Operating Activities 7,119 7,248 2,054 Investing Activities Capital contribution to subsidiary -- (750) (750) Net decrease (increase) in interest bearing deposits (3,630) (4,040) 390 Purchases of securities available for sale (1,027) -- -- Purchases of securities held to maturity (3,002) -- -- Proceeds from maturities of securities held to maturity 3,275 -- -- Proceeds from sales and maturities of investment securities -- 2,695 4,638 Purchases of investment securities -- (2,855) (4,131) Net Cash Provided (Used) by Investing Activities (4,384) (4,950) 147 Financing Activities Common cash dividends paid (3,152) (2,287) (2,069) Preferred cash dividends paid (268) (270) (274) Proceeds from issuance of common stock under stock option plan 461 271 -- Proceeds from issuance of common stock under employee stock purchase plan 149 88 70 Proceeds from issuance of common stock under dividend reinvestment program 64 -- -- Net Cash Used by Financing Activities (2,746) (2,198) (2,273) Increase (Decrease) in Cash and Cash Equivalents (11) 100 (72) Cash and cash equivalents at beginning of year 111 11 83 Cash and Cash Equivalents at End of Year $ 100 $ 111 $ 11
Note BB-Quarterly Results of Operations (Unaudited) The following is a summary of the consolidated quarterly results of operations for the years ended December 31, 1994 and 1993:
Three Months Ended March 31 June 30 Sept. 30 Dec. 31 (In thousands, except per share data) 1994 Interest and dividend income $11,925 $11,845 $12,425 $13,486 Interest expense 4,940 5,118 5,522 6,052 Net interest and dividend income 6,985 6,727 6,903 7,434 Provision for loan and lease losses -- -- 50 375 Trading securities gains (losses) (441) 49 11 124 Investment securities gains -- 85 -- -- Other income (1) 1,403 1,369 1,386 2,239 Other expense (2) 6,119 5,979 6,156 6,908 Income before income taxes 1,828 2,251 2,094 2,514 Income taxes 715 859 724 916 Net income 1,113 1,392 1,370 1,598 Preferred stock dividend 67 68 66 67 Net income available to common stock $ 1,046 $ 1,324 $ 1,304 $ 1,531 Earnings per common share (5) $ .28 $ .34 $ .33 $ .40 1993 (4) Interest and dividend income $11,640 $11,690 $11,216 $11,596 Interest expense 5,150 4,907 4,778 4,850 Net interest and dividend income 6,490 6,783 6,438 6,746 Provision for loan and lease losses 1,320 900 750 -- Trading securities gains (losses) 154 44 144 (26) Investment securities gains 725 439 569 891 Other income 546 592 901 1,288 Other expense (3) 5,235 5,082 5,528 7,647 Income before income taxes 1,360 1,876 1,774 1,252 Income taxes 469 384 225 162 Net income 891 1,492 1,549 1,090 Preferred stock dividend 67 68 67 68 Net income available to common stock $ 824 $ 1,424 $ 1,482 $ 1,022 Earnings per common share (5) $ .22 $ .37 $ .38 $ .27 Included in other income for the quarter ended December 31, 1994 was a $677,000 gain from the sale of a $59,000,000 mortgage loan servicing portfolio and a $87,000 gain from the sale of a $999,000 credit card portfolio. Included in other expense for the quarter ended December 31, 1994 was $594,000 in charges associated with a profit sharing accrual, a severance accrual, and costs incurred in connection with the pending acquisition of Orange Savings Bank. Included in other expense for the quarter ended December 31, 1993 was $2,022,000 in non-recurring charges associated with the performing and nonperforming asset disposition, changing the discount rate on the Company's pension plan, a severance accrual, and the cost of changing the names of the Company's affiliates. Reflected are the results of operations of CFX MORTGAGE, INC. commencing September 1, 1993 versus 47.6% of such results previously recognized on the equity method. Prior period common per share earnings have been restated to reflect the 5% stock dividend declared on December 12, 1994.
Report of Management-Assessment of Internal Controls Over Financial Reporting Management is responsible for establishing and maintaining an effective internal control structure over financial reporting, including controls over the safeguarding of assets, presented in conformity with both generally accepted accounting principles and the Federal Financial Institutions Examination Council instructions for Consolidated Reports of Condition and Income (call report instructions). The structure contains monitoring mechanisms, and actions are taken to correct deficiencies identified. There are inherent limitations in the effectiveness of any structure of internal control, including the possibility of human error and the circumvention or overriding of controls. Accordingly, even an effective internal control structure can provide only reasonable assurance with respect to financial statement preparation. Further, because of changes in conditions, the effectiveness of an internal control structure may vary over time. Management assessed the Company's internal control structure over financial reporting presented in conformity with both generally accepted accounting principles and call report instructions as of December 31, 1994. This assessment was based on criteria for effective internal control over financial reporting described in "Internal Control - Integrated Framework" issued by the Committee of Sponsoring Organizations of the Treadway Commission. Based on this assessment, management believes that, as of December 31, 1994, CFX Corporation and subsidiary maintained an effective internal control structure over financial reporting presented in conformity with both generally accepted accounting principles and call report instructions. /s/ PETER J. BAXTER /s/ MARK A. GAVIN Peter J. Baxter Mark A. Gavin President and Chief Chief Financial Officer Executive Officer Reports of Wolf & Company, P.C., Independent Auditors To the Board of Directors and Shareholders of CFX Corporation We have audited the accompanying consolidated balance sheets of CFX Corporation and subsidiary as of December 31, 1994 and 1993, and the related consolidated statements of income, shareholders' equity and cash flows for the years then ended. These financial statements are the responsibility of the Company's management. Our responsibility is to express an opinion on these financial statements based on our audits. The consolidated financial statements of CFX Corporation for the year ended December 31, 1992 were audited by other auditors whose report dated January 19, 1993 expressed an unqualified opinion on those financial statements. We conducted our audits in accordance with generally accepted auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audits provide a reasonable basis for our opinion. In our opinion, the consolidated financial statements referred to above present fairly, in all material respects, the consolidated financial position of CFX Corporation and subsidiary at December 31, 1994 and 1993, and the consolidated results of their operations and their cash flows for the years then ended in conformity with generally accepted accounting principles. /s/ WOLF & COMPANY, P.C. Boston, Massachusetts January 20, 1995 To the Board of Directors and Shareholders of CFX Corporation We have examined management's assertion that CFX Corporation and subsidiary maintained an affective internal control structure over financial reporting, including controls over the safeguarding of assets, as of December 31, 1994, included in the accompanying report on Assessment of Internal Controls Over Financial Reporting, presented in conformity with both generally accepted accounting principles and call report instructions. Our examination was made in accordance with standards established by the American Institute of Certified Public Accountants and, accordingly, included obtaining an understanding of the internal control structure over financial reporting, testing, and evaluating the design and operating effectiveness of the internal control structure, and such other procedures as was considered necessary in the circumstances. We believe that our examination provides a reasonable basis for our opinion. Because of inherent limitations in any internal control structure, errors or irregularities may occur and not be detected. Also, projections of any evaluation of the internal control structure over financial reporting to future periods are subject to the risk that the internal control structure may become inadequate because of changes in conditions, or that the degree of compliance with the policies or procedures may deteriorate. In our opinion, management's assertion that CFX Corporation and subsidiary maintained an affective internal control structure over financial reporting presented in conformity with both generally accepted accounting principles and call report instructions as of December 31, 1994, is fairly stated, in all material respects, based on Internal Control--Integrated Framework issued by the Committee of Sponsoring Organizations of the Treadway Commission. /s/ WOLF & COMPANY, P.C. Boston, Massachusetts January 20, 1995
EX-23 5 EXHIBIT 23.1--CONSENT OF WOLF & COMPANY CONSENT OF INDEPENDENT AUDITORS We consent to the incorporation by reference in the Registration Statement (Form S-8, No 33-17071) pertaining to the 1986 Stock Option Plan of CFX Corporation and in the Registration Statement (Form S-8, No. 33-52598) pertaining to the 1992 Employee Stock Purchase Plan of CFX Corporation, of our report dated January 20, 1995, with respect to the consolidated financial statements of CFX Corporation as of December 31, 1994, and for the year then ended, incorporated by reference in the Annual Report (Form 10-K) for the year ended December 31, 1994. /s/ Wolf & Company, P.C. Boston, Massachusetts March 28, 1995 EX-23 6 EXHIBIT 23.2--CONSENT OF ERNST & YOUNG Consent of Independent Auditors We consent to the incorporation by reference in the Registration Statement (Form S-8, No. 33-17071) pertaining to the 1986 Stock Option Plan of CFX Corporation and in the Registration Statement (Form S-8, No. 33-52598) pertaining to the 1992 Employee Stock Purchase Plan of CFX Corporation, of our report dated January 19, 1993, with respect to the consolidated financial statements of CFX Corporation (formerly Cheshire Financial Corporation) for the year ended December 31, 1992, incorporated by reference in the Annual Report (Form 10-K) for the year ended December 31, 1994. /s/ ERNST & YOUNG LLP Manchester, New Hampshire March 28, 1995