Tapewire

Nasdaq · USD

FISI

FINANCIAL INSTITUTIONS INC

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Tapewire entity
1536
SEC CIK
0000862831
Parsed reports
484

Last 12 months

Inside the activity.

2 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202610
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202610
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 25, 2026 Filed Sep 28, 2026 20:05 UTC
JONES BLAKE GChief Marketing Officer
Exercise / conversionRestricted Stock Unit · Derivative 1,000 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-405314 · ownership.xml · derivative · entry 4

JONES BLAKE G · CIK 0002004791 · Chief Marketing Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,000

Underlying: Restricted Stock Unit · 1,000 shares

Expires 2026-09-25

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Restricted stock units convert into shares of common stock on a one-for-one basis.

Read SEC document
September 25, 2026 Filed Sep 28, 2026 20:05 UTC
JONES BLAKE GChief Marketing Officer
Tax withholdingCommon Stock 360 $40.23 $14,482.80
Disclosure

SEC source: 0001193125-26-405314 · ownership.xml · nonDerivative · entry 2

JONES BLAKE G · CIK 0002004791 · Chief Marketing Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 640

Read SEC document
September 25, 2026 Filed Sep 28, 2026 20:05 UTC
JONES BLAKE GChief Marketing Officer
Exercise / conversionCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-405314 · ownership.xml · nonDerivative · entry 1

JONES BLAKE G · CIK 0002004791 · Chief Marketing Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock.

Read SEC document
September 02, 2026 Filed Sep 3, 2026 20:05 UTC
Zupan MarkDirector
PurchaseCommon Stock 608 $40.77 $24,789.44
Disclosure

SEC source: 0001193125-26-381871 · ownership.xml · nonDerivative · entry 1

Zupan Mark · CIK 0001310930 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,909

Read SEC document
May 20, 2026 Filed May 21, 2026 20:07 UTC GrantCommon Stock 1,282 $0.00 $0.00
Disclosure

SEC source: 0001211177-26-000002 · ownership.xml · nonDerivative · entry 1

HOLLIDAY SUSAN R · CIK 0001211177 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,678

Read SEC document
May 20, 2026 Filed May 21, 2026 20:07 UTC GrantCommon Stock 1,282 $0.00 $0.00
Disclosure

SEC source: 0001221249-26-000002 · ownership.xml · nonDerivative · entry 1

DORN ANDREW W JR · CIK 0001221249 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,066

Read SEC document
May 20, 2026 Filed May 21, 2026 20:07 UTC GrantCommon Stock 1,282 $0.00 $0.00
Disclosure

SEC source: 0001676441-26-000002 · ownership.xml · nonDerivative · entry 1

VanGelder Kim E · CIK 0001676441 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,356

Read SEC document
May 20, 2026 Filed May 21, 2026 20:07 UTC GrantCommon Stock 1,282 $0.00 $0.00
Disclosure

SEC source: 0001945088-26-000002 · ownership.xml · nonDerivative · entry 1

HARTING BRUCE W · CIK 0001945088 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,421

Read SEC document
May 20, 2026 Filed May 21, 2026 20:07 UTC
Zupan MarkDirector
GrantCommon Stock 1,282 $0.00 $0.00
Disclosure

SEC source: 0001310930-26-000002 · ownership.xml · nonDerivative · entry 1

Zupan Mark · CIK 0001310930 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,301

Read SEC document
May 20, 2026 Filed May 21, 2026 20:07 UTC GrantCommon Stock 313 $35.10 $10,986.30
Disclosure

SEC source: 0001723300-26-000002 · ownership.xml · nonDerivative · entry 2

Burlew Dawn H · CIK 0001723300 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,252

Read SEC document
May 20, 2026 Filed May 21, 2026 20:07 UTC GrantCommon Stock 1,282 $0.00 $0.00
Disclosure

SEC source: 0001723300-26-000002 · ownership.xml · nonDerivative · entry 1

Burlew Dawn H · CIK 0001723300 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,939

Read SEC document
May 20, 2026 Filed May 21, 2026 20:07 UTC GrantCommon Stock 925 $35.10 $32,467.50
Disclosure

SEC source: 0001188732-26-000002 · ownership.xml · nonDerivative · entry 2

PANZARELLA ANGELA J · CIK 0001188732 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,857

Read SEC document
May 20, 2026 Filed May 21, 2026 20:07 UTC GrantCommon Stock 1,282 $0.00 $0.00
Disclosure

SEC source: 0001188732-26-000002 · ownership.xml · nonDerivative · entry 1

PANZARELLA ANGELA J · CIK 0001188732 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,932

Read SEC document
May 20, 2026 Filed May 21, 2026 20:07 UTC GrantCommon Stock 1,282 $0.00 $0.00
Disclosure

SEC source: 0001319732-26-000002 · ownership.xml · nonDerivative · entry 1

Latella Robert N · CIK 0001319732 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,849

Read SEC document
May 20, 2026 Filed May 21, 2026 20:07 UTC GrantCommon Stock 1,282 $0.00 $0.00
Disclosure

SEC source: 0001607421-26-000002 · ownership.xml · nonDerivative · entry 1

Glaser Robert M · CIK 0001607421 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,333

Read SEC document
May 20, 2026 Filed May 21, 2026 20:07 UTC GrantCommon Stock 391 $35.10 $13,724.10
Disclosure

SEC source: 0001991206-26-000004 · ownership.xml · nonDerivative · entry 2

Bovenzi David · CIK 0001991206 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,673

Read SEC document
May 20, 2026 Filed May 21, 2026 20:07 UTC GrantCommon Stock 1,282 $0.00 $0.00
Disclosure

SEC source: 0001991206-26-000004 · ownership.xml · nonDerivative · entry 1

Bovenzi David · CIK 0001991206 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,282

Read SEC document
May 20, 2026 Filed May 21, 2026 20:07 UTC GrantCommon Stock 1,282 $0.00 $0.00
Disclosure

SEC source: 0001782792-26-000002 · ownership.xml · nonDerivative · entry 1

Schrader Robert L. · CIK 0001782792 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,643

Read SEC document
May 20, 2026 Filed May 21, 2026 20:07 UTC GrantCommon Stock 391 $35.10 $13,724.10
Disclosure

SEC source: 0001746639-26-000008 · ownership.xml · nonDerivative · entry 2

Finch Steven C. · CIK 0001746639 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,673

Read SEC document
May 20, 2026 Filed May 21, 2026 20:07 UTC GrantCommon Stock 1,282 $0.00 $0.00
Disclosure

SEC source: 0001746639-26-000008 · ownership.xml · nonDerivative · entry 1

Finch Steven C. · CIK 0001746639 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,282

Read SEC document
March 20, 2026 Filed Mar 23, 2026 20:05 UTC
Plants William Jack IIChief Financial Officer
Exercise / conversionRestricted Stock Unit · Derivative 2,898 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-119711 · ownership.xml · derivative · entry 5

Plants William Jack II · CIK 0001846495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,898 shares

Expires 2026-03-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Restricted stock units convert into shares of common stock on a one-for-one basis.

Read SEC document
March 20, 2026 Filed Mar 23, 2026 20:05 UTC
Plants William Jack IIChief Financial Officer
Tax withholdingCommon Stock 1,044 $30.59 $31,935.96
Disclosure

SEC source: 0001193125-26-119711 · ownership.xml · nonDerivative · entry 2

Plants William Jack II · CIK 0001846495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,013

Read SEC document
March 20, 2026 Filed Mar 23, 2026 20:05 UTC
Plants William Jack IIChief Financial Officer
Exercise / conversionCommon Stock 2,898 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-119711 · ownership.xml · nonDerivative · entry 1

Plants William Jack II · CIK 0001846495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,057

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock.

Read SEC document
March 20, 2026 Filed Mar 23, 2026 20:05 UTC
PACOS GARY A.Chief Risk Officer
Exercise / conversionRestricted Stock Unit · Derivative 2,302 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-119710 · ownership.xml · derivative · entry 3

PACOS GARY A. · CIK 0001965502 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,302 shares

Expires 2026-03-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Restricted stock units convert into shares of common stock on a one-for-one basis.

Read SEC document
March 20, 2026 Filed Mar 23, 2026 20:05 UTC
PACOS GARY A.Chief Risk Officer
Tax withholdingCommon Stock 829 $30.59 $25,359.11
Disclosure

SEC source: 0001193125-26-119710 · ownership.xml · nonDerivative · entry 2

PACOS GARY A. · CIK 0001965502 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,473

Read SEC document
March 20, 2026 Filed Mar 23, 2026 20:05 UTC
PACOS GARY A.Chief Risk Officer
Exercise / conversionCommon Stock 2,302 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-119710 · ownership.xml · nonDerivative · entry 1

PACOS GARY A. · CIK 0001965502 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,302

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock.

Read SEC document
March 20, 2026 Filed Mar 23, 2026 20:05 UTC
BYERS SANDRA LPrincipal Accounting Officer
Exercise / conversionRestricted Stock Unit · Derivative 690 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-119708 · ownership.xml · derivative · entry 2

BYERS SANDRA L · CIK 0002017961 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 690 shares

Expires 2026-03-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Restricted stock units convert into shares of common stock on a one-for-one basis.

Read SEC document
March 20, 2026 Filed Mar 23, 2026 20:05 UTC
BYERS SANDRA LPrincipal Accounting Officer
Exercise / conversionCommon Stock 690 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-119708 · ownership.xml · nonDerivative · entry 1

BYERS SANDRA L · CIK 0002017961 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,150

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock.

Read SEC document
March 20, 2026 Filed Mar 23, 2026 20:05 UTC
Quinn Kevin BChief Comm Banking Officer
Exercise / conversionRestricted Stock Unit · Derivative 2,684 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-119709 · ownership.xml · derivative · entry 4

Quinn Kevin B · CIK 0001830336 · Chief Comm Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,684 shares

Expires 2026-03-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Restricted stock units convert into shares of common stock on a one-for-one basis.

Read SEC document
March 20, 2026 Filed Mar 23, 2026 20:05 UTC
Quinn Kevin BChief Comm Banking Officer
Tax withholdingCommon Stock 967 $30.59 $29,580.53
Disclosure

SEC source: 0001193125-26-119709 · ownership.xml · nonDerivative · entry 2

Quinn Kevin B · CIK 0001830336 · Chief Comm Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,992

Read SEC document
March 20, 2026 Filed Mar 23, 2026 20:05 UTC
Quinn Kevin BChief Comm Banking Officer
Exercise / conversionCommon Stock 2,684 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-119709 · ownership.xml · nonDerivative · entry 1

Quinn Kevin B · CIK 0001830336 · Chief Comm Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,959

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock.

Read SEC document
March 20, 2026 Filed Mar 23, 2026 20:05 UTC Exercise / conversionRestricted Stock Unit · Derivative 10,672 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-119704 · ownership.xml · derivative · entry 5

BIRMINGHAM MARTIN KEARNEY · CIK 0001323659 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 10,672 shares

Expires 2026-03-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Restricted stock units convert into shares of common stock on a one-for-one basis.

Read SEC document
March 20, 2026 Filed Mar 23, 2026 20:05 UTC Tax withholdingCommon Stock 3,847 $30.59 $117,679.73
Disclosure

SEC source: 0001193125-26-119704 · ownership.xml · nonDerivative · entry 2

BIRMINGHAM MARTIN KEARNEY · CIK 0001323659 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 137,622

Read SEC document
March 20, 2026 Filed Mar 23, 2026 20:05 UTC Exercise / conversionCommon Stock 10,672 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-119704 · ownership.xml · nonDerivative · entry 1

BIRMINGHAM MARTIN KEARNEY · CIK 0001323659 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 141,469

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock.

Read SEC document
March 20, 2026 Filed Mar 23, 2026 20:05 UTC
Burruano Samuel J JrChief Legal Officer
Exercise / conversionRestricted Stock Units · Derivative 2,416 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-119706 · ownership.xml · derivative · entry 3

Burruano Samuel J Jr · CIK 0001696564 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,416 shares

Expires 2026-03-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Restricted stock units convert into shares of common stock on a one-for-one basis.

Read SEC document
March 20, 2026 Filed Mar 23, 2026 20:05 UTC
Burruano Samuel J JrChief Legal Officer
Tax withholdingCommon Stock 870 $30.59 $26,613.30
Disclosure

SEC source: 0001193125-26-119706 · ownership.xml · nonDerivative · entry 2

Burruano Samuel J Jr · CIK 0001696564 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,238

Read SEC document
March 20, 2026 Filed Mar 23, 2026 20:05 UTC
Burruano Samuel J JrChief Legal Officer
Exercise / conversionCommon Stock 2,416 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-119706 · ownership.xml · nonDerivative · entry 1

Burruano Samuel J Jr · CIK 0001696564 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,108

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock.

Read SEC document
March 20, 2026 Filed Mar 23, 2026 20:05 UTC
Collins Laurie RChief Human Resources Officer
Exercise / conversionRestricted Stock Unit · Derivative 2,254 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-119702 · ownership.xml · derivative · entry 4

Collins Laurie R · CIK 0001876993 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,254 shares

Expires 2026-03-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Restricted stock units convert into shares of common stock on a one-for-one basis.

Read SEC document
March 20, 2026 Filed Mar 23, 2026 20:05 UTC
Collins Laurie RChief Human Resources Officer
Tax withholdingCommon Stock 812 $30.59 $24,839.08
Disclosure

SEC source: 0001193125-26-119702 · ownership.xml · nonDerivative · entry 2

Collins Laurie R · CIK 0001876993 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,669

Read SEC document
March 20, 2026 Filed Mar 23, 2026 20:05 UTC
Collins Laurie RChief Human Resources Officer
Exercise / conversionCommon Stock 2,254 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-119702 · ownership.xml · nonDerivative · entry 1

Collins Laurie R · CIK 0001876993 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,481

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock.

Read SEC document
March 12, 2026 Filed Mar 12, 2026 20:05 UTC
Plants William Jack IIChief Financial Officer
PurchaseCommon Stock 660 $30.12 $19,878.54
Disclosure

SEC source: 0001193125-26-104101 · ownership.xml · nonDerivative · entry 1

Plants William Jack II · CIK 0001846495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,159

Read SEC document
November 28, 2025 Filed Dec 1, 2025 21:30 UTC GrantCommon Stock 571 $30.60 $17,472.60
Disclosure

SEC source: 0001193125-25-303939 · ownership.xml · nonDerivative · entry 1

Glaser Robert M · CIK 0001607421 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,051

Read SEC document
November 28, 2025 Filed Dec 1, 2025 21:29 UTC GrantCommon Stock 898 $30.60 $27,478.80
Disclosure

SEC source: 0001193125-25-303937 · ownership.xml · nonDerivative · entry 1

PANZARELLA ANGELA J · CIK 0001188732 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,650

Read SEC document
November 28, 2025 Filed Dec 1, 2025 21:30 UTC GrantCommon Stock 408 $30.60 $12,484.80
Disclosure

SEC source: 0001193125-25-303946 · ownership.xml · nonDerivative · entry 1

Burlew Dawn H · CIK 0001723300 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,657

Read SEC document
November 28, 2025 Filed Dec 1, 2025 21:29 UTC
Zupan MarkDirector
GrantCommon Stock 449 $30.60 $13,739.40
Disclosure

SEC source: 0001193125-25-303938 · ownership.xml · nonDerivative · entry 1

Zupan Mark · CIK 0001310930 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,019

Read SEC document
July 08, 2025 Filed Jul 9, 2025 20:05 UTC
BYERS SANDRA LPrincipal Accounting Officer
Exercise / conversionRestricted Stock Unit · Derivative 250 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-094771 · ownership.xml · derivative · entry 2

BYERS SANDRA L · CIK 0002017961 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Restricted Stock Unit · 250 shares

Expires 2025-07-08

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Restricted stock units convert into shares of common stock on a one-for-one basis.

Read SEC document
July 08, 2025 Filed Jul 9, 2025 20:05 UTC
BYERS SANDRA LPrincipal Accounting Officer
Exercise / conversionCommon Stock 250 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-094771 · ownership.xml · nonDerivative · entry 1

BYERS SANDRA L · CIK 0002017961 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,460

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock.

Read SEC document
May 28, 2025 Filed May 30, 2025 20:06 UTC GrantCommon Stock 1,361 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-079701 · ownership.xml · nonDerivative · entry 1

HOLLIDAY SUSAN R · CIK 0001211177 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,396

Read SEC document
May 28, 2025 Filed May 30, 2025 20:06 UTC GrantCommon Stock 1,361 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-079700 · ownership.xml · nonDerivative · entry 1

Latella Robert N · CIK 0001319732 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,567

Read SEC document
May 28, 2025 Filed May 30, 2025 20:06 UTC GrantCommon Stock 1,070 $25.70 $27,499.00
Disclosure

SEC source: 0000950170-25-079699 · ownership.xml · nonDerivative · entry 2

PANZARELLA ANGELA J · CIK 0001188732 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,752

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.