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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
December 13, 2024 Filed Dec 16, 2024 21:05 UTC PurchaseCommon Stock 2,000 $25.00 $50,000.00
Disclosure

SEC source: 0000950170-24-136611 · ownership.xml · nonDerivative · entry 1

DORN ANDREW W JR · CIK 0001221249 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,423

Read SEC document
December 13, 2024 Filed Dec 16, 2024 21:05 UTC
Burruano Samuel J JrChief Legal Officer
PurchaseCommon Stock 2,000 $25.00 $50,000.00
Disclosure

SEC source: 0000950170-24-136618 · 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: 12,206

Read SEC document
December 13, 2024 Filed Dec 16, 2024 21:05 UTC PurchaseCommon Stock 800 $25.00 $20,000.00
Disclosure

SEC source: 0000950170-24-136610 · ownership.xml · nonDerivative · entry 1

BOSWELL DONALD · CIK 0001249025 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,295

Read SEC document
December 13, 2024 Filed Dec 16, 2024 21:05 UTC PurchaseCommon Stock 4,000 $25.00 $100,000.00
Disclosure

SEC source: 0000950170-24-136609 · ownership.xml · nonDerivative · entry 1

Glaser Robert M · CIK 0001607421 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,439

Read SEC document
December 05, 2024 Filed Dec 6, 2024 21:05 UTC GrantCommon Stock 280 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-134074 · ownership.xml · nonDerivative · entry 1

BOSWELL DONALD · CIK 0001249025 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,495

Read SEC document
December 05, 2024 Filed Dec 6, 2024 21:05 UTC GrantCommon Stock 467 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-134071 · ownership.xml · nonDerivative · entry 1

Burlew Dawn H · CIK 0001723300 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,281

Read SEC document
December 05, 2024 Filed Dec 6, 2024 21:05 UTC GrantCommon Stock 654 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-134069 · ownership.xml · nonDerivative · entry 1

Glaser Robert M · CIK 0001607421 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,439

Read SEC document
December 05, 2024 Filed Dec 6, 2024 21:05 UTC GrantCommon Stock 280 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-134068 · ownership.xml · nonDerivative · entry 1

Latella Robert N · CIK 0001319732 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,206

Read SEC document
December 05, 2024 Filed Dec 6, 2024 21:05 UTC
Zupan MarkDirector
GrantCommon Stock 257 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-134066 · ownership.xml · nonDerivative · entry 1

Zupan Mark · CIK 0001310930 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,674

Read SEC document
August 02, 2024 Filed Aug 6, 2024 22:19 UTC
Collins Laurie RChief Human Resources Officer
Exercise / conversionRestricted Stock Unit · Derivative 3,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-092091 · 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: Restricted Stock Unit · 3,000 shares

Expires 2024-08-02

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

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

Read SEC document
August 02, 2024 Filed Aug 6, 2024 22:19 UTC
Collins Laurie RChief Human Resources Officer
Tax withholdingCommon Stock 1,081 $24.04 $25,987.24
Disclosure

SEC source: 0000950170-24-092091 · 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: 2,719

Read SEC document
August 02, 2024 Filed Aug 6, 2024 22:19 UTC
Collins Laurie RChief Human Resources Officer
Exercise / conversionCommon Stock 3,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-092091 · 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: 3,800

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
June 05, 2024 Filed Jun 7, 2024 20:05 UTC GrantCommon Stock 2,001 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-070595 · ownership.xml · nonDerivative · entry 1

HARTING BRUCE W · CIK 0001945088 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,778

Read SEC document
June 05, 2024 Filed Jun 7, 2024 20:05 UTC GrantCommon Stock 2,001 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-070593 · ownership.xml · nonDerivative · entry 1

Riveros Mauricio F · CIK 0001867875 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,702

Read SEC document
June 05, 2024 Filed Jun 7, 2024 20:05 UTC GrantCommon Stock 2,001 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-070585 · ownership.xml · nonDerivative · entry 1

GULLO SAMUEL M · CIK 0001211187 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,840

Read SEC document
June 05, 2024 Filed Jun 7, 2024 20:05 UTC GrantCommon Stock 428 $17.49 $7,485.72
Disclosure

SEC source: 0000950170-24-070589 · ownership.xml · nonDerivative · entry 2

BOSWELL DONALD · CIK 0001249025 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,215

Read SEC document
June 05, 2024 Filed Jun 7, 2024 20:05 UTC GrantCommon Stock 2,001 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-070589 · ownership.xml · nonDerivative · entry 1

BOSWELL DONALD · CIK 0001249025 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,787

Read SEC document
June 05, 2024 Filed Jun 7, 2024 20:05 UTC GrantCommon Stock 2,000 $17.49 $34,980.00
Disclosure

SEC source: 0000950170-24-070581 · ownership.xml · nonDerivative · entry 2

Glaser Robert M · CIK 0001607421 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,785

Read SEC document
June 05, 2024 Filed Jun 7, 2024 20:05 UTC GrantCommon Stock 2,001 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-070581 · ownership.xml · nonDerivative · entry 1

Glaser Robert M · CIK 0001607421 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,785

Read SEC document
June 05, 2024 Filed Jun 7, 2024 20:05 UTC GrantCommon Stock 893 $17.49 $15,618.57
Disclosure

SEC source: 0000950170-24-070588 · ownership.xml · nonDerivative · entry 2

Burlew Dawn H · CIK 0001723300 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,814

Read SEC document
June 05, 2024 Filed Jun 7, 2024 20:05 UTC GrantCommon Stock 2,001 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-070588 · ownership.xml · nonDerivative · entry 1

Burlew Dawn H · CIK 0001723300 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,921

Read SEC document
June 05, 2024 Filed Jun 7, 2024 20:05 UTC GrantCommon Stock 428 $17.49 $7,485.72
Disclosure

SEC source: 0000950170-24-070580 · ownership.xml · nonDerivative · entry 2

Latella Robert N · CIK 0001319732 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,926

Read SEC document
June 05, 2024 Filed Jun 7, 2024 20:05 UTC GrantCommon Stock 2,001 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-070580 · ownership.xml · nonDerivative · entry 1

Latella Robert N · CIK 0001319732 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,498

Read SEC document
June 05, 2024 Filed Jun 7, 2024 20:05 UTC GrantCommon Stock 2,001 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-070587 · ownership.xml · nonDerivative · entry 1

DORN ANDREW W JR · CIK 0001221249 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,423

Read SEC document
June 05, 2024 Filed Jun 7, 2024 20:05 UTC
Zupan MarkDirector
GrantCommon Stock 392 $17.49 $6,856.08
Disclosure

SEC source: 0000950170-24-070579 · ownership.xml · nonDerivative · entry 2

Zupan Mark · CIK 0001310930 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,417

Read SEC document
June 05, 2024 Filed Jun 7, 2024 20:05 UTC
Zupan MarkDirector
GrantCommon Stock 2,001 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-070579 · ownership.xml · nonDerivative · entry 1

Zupan Mark · CIK 0001310930 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,025

Read SEC document
June 05, 2024 Filed Jun 7, 2024 20:05 UTC GrantCommon Stock 2,001 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-070586 · ownership.xml · nonDerivative · entry 1

VanGelder Kim E · CIK 0001676441 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,113

Read SEC document
June 05, 2024 Filed Jun 7, 2024 20:05 UTC GrantCommon Stock 2,001 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-070578 · ownership.xml · nonDerivative · entry 1

HOLLIDAY SUSAN R · CIK 0001211177 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,035

Read SEC document
March 19, 2024 Filed Mar 21, 2024 20:05 UTC Exercise / conversionRestricted Stock Unit · Derivative 6,604 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-005029 · doc4.xml · derivative · entry 7

BIRMINGHAM MARTIN KEARNEY · CIK 0001323659 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,604 shares

Expires 2024-03-19

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 19, 2024 Filed Mar 21, 2024 20:05 UTC Exercise / conversionRestricted Stock Unit · Derivative 9,742 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-005029 · doc4.xml · derivative · entry 6

BIRMINGHAM MARTIN KEARNEY · CIK 0001323659 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 9,742 shares

Expires 2024-03-19

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 19, 2024 Filed Mar 21, 2024 20:05 UTC GrantRestricted Stock Unit · Derivative 9,742 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-005029 · doc4.xml · derivative · entry 5

BIRMINGHAM MARTIN KEARNEY · CIK 0001323659 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,742

Underlying: Common Stock · 9,742 shares

Expires 2024-03-19

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

Read SEC document
March 19, 2024 Filed Mar 21, 2024 20:05 UTC Tax withholdingCommon Stock 5,891 $18.29 $107,746.39
Disclosure

SEC source: 0001209191-24-005029 · doc4.xml · nonDerivative · entry 2

BIRMINGHAM MARTIN KEARNEY · CIK 0001323659 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 122,732

Read SEC document
March 19, 2024 Filed Mar 21, 2024 20:05 UTC Exercise / conversionCommon Stock 16,346 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-24-005029 · doc4.xml · nonDerivative · entry 1

BIRMINGHAM MARTIN KEARNEY · CIK 0001323659 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,623

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 19, 2024 Filed Mar 21, 2024 20:05 UTC
Plants William Jack IIChief Financial Officer
Exercise / conversionRestricted Stock Unit · Derivative 1,446 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-005027 · doc4.xml · derivative · entry 7

Plants William Jack II · CIK 0001846495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,446 shares

Expires 2024-03-19

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 19, 2024 Filed Mar 21, 2024 20:05 UTC
Plants William Jack IIChief Financial Officer
Exercise / conversionRestricted Stock Unit · Derivative 2,132 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-005027 · doc4.xml · derivative · entry 6

Plants William Jack II · CIK 0001846495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,132 shares

Expires 2024-03-19

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 19, 2024 Filed Mar 21, 2024 20:05 UTC
Plants William Jack IIChief Financial Officer
GrantRestricted Stock Unit · Derivative 2,132 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-005027 · doc4.xml · derivative · entry 5

Plants William Jack II · CIK 0001846495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,132

Underlying: Common Stock · 2,132 shares

Expires 2024-03-19

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

Read SEC document
March 19, 2024 Filed Mar 21, 2024 20:05 UTC
Plants William Jack IIChief Financial Officer
Tax withholdingCommon Stock 1,288 $18.29 $23,557.52
Disclosure

SEC source: 0001209191-24-005027 · doc4.xml · nonDerivative · entry 2

Plants William Jack II · CIK 0001846495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,830

Read SEC document
March 19, 2024 Filed Mar 21, 2024 20:05 UTC
Plants William Jack IIChief Financial Officer
Exercise / conversionCommon Stock 3,578 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-24-005027 · doc4.xml · nonDerivative · entry 1

Plants William Jack II · CIK 0001846495 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,118

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 19, 2024 Filed Mar 21, 2024 20:05 UTC
Burruano Samuel J JrExecutive Vice President
Exercise / conversionRestricted Stock Unit · Derivative 2,132 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-005026 · doc4.xml · derivative · entry 4

Burruano Samuel J Jr · CIK 0001696564 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,132 shares

Expires 2024-03-19

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 19, 2024 Filed Mar 21, 2024 20:05 UTC
Burruano Samuel J JrExecutive Vice President
GrantRestricted Stock Unit · Derivative 2,132 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-005026 · doc4.xml · derivative · entry 3

Burruano Samuel J Jr · CIK 0001696564 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,132

Underlying: Common Stock · 2,132 shares

Expires 2024-03-19

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

Read SEC document
March 19, 2024 Filed Mar 21, 2024 20:05 UTC
Burruano Samuel J JrExecutive Vice President
Tax withholdingCommon Stock 527 $18.29 $9,638.83
Disclosure

SEC source: 0001209191-24-005026 · doc4.xml · nonDerivative · entry 2

Burruano Samuel J Jr · CIK 0001696564 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,206

Read SEC document
March 19, 2024 Filed Mar 21, 2024 20:05 UTC
Burruano Samuel J JrExecutive Vice President
Exercise / conversionCommon Stock 3,578 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-24-005026 · doc4.xml · nonDerivative · entry 1

Burruano Samuel J Jr · CIK 0001696564 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,733

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 19, 2024 Filed Mar 21, 2024 20:05 UTC
Dumbleton Sonia MarieSenior Vice President
Exercise / conversionRestricted Stock Unit · Derivative 582 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-005028 · doc4.xml · derivative · entry 5

Dumbleton Sonia Marie · CIK 0001576956 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 582 shares

Expires 2024-03-19

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 19, 2024 Filed Mar 21, 2024 20:05 UTC
Dumbleton Sonia MarieSenior Vice President
Exercise / conversionRestricted Stock Unit · Derivative 430 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-005028 · doc4.xml · derivative · entry 4

Dumbleton Sonia Marie · CIK 0001576956 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 430 shares

Expires 2024-03-19

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 19, 2024 Filed Mar 21, 2024 20:05 UTC
Dumbleton Sonia MarieSenior Vice President
GrantRestricted Stock Unit · Derivative 430 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-005028 · doc4.xml · derivative · entry 3

Dumbleton Sonia Marie · CIK 0001576956 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 430

Underlying: Common Stock · 430 shares

Expires 2024-03-19

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

Read SEC document
March 19, 2024 Filed Mar 21, 2024 20:05 UTC
Dumbleton Sonia MarieSenior Vice President
Tax withholdingCommon Stock 417 $18.29 $7,626.93
Disclosure

SEC source: 0001209191-24-005028 · doc4.xml · nonDerivative · entry 2

Dumbleton Sonia Marie · CIK 0001576956 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,993

Read SEC document
March 19, 2024 Filed Mar 21, 2024 20:05 UTC
Dumbleton Sonia MarieSenior Vice President
Exercise / conversionCommon Stock 1,012 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-24-005028 · doc4.xml · nonDerivative · entry 1

Dumbleton Sonia Marie · CIK 0001576956 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,410

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 19, 2024 Filed Mar 21, 2024 20:05 UTC
Quinn Kevin BSenior Vice President
Exercise / conversionRestricted Stock Unit · Derivative 1,476 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-005025 · doc4.xml · derivative · entry 5

Quinn Kevin B · CIK 0001830336 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,476 shares

Expires 2024-03-19

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 19, 2024 Filed Mar 21, 2024 20:05 UTC
Quinn Kevin BSenior Vice President
Exercise / conversionRestricted Stock Unit · Derivative 2,177 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-005025 · doc4.xml · derivative · entry 4

Quinn Kevin B · CIK 0001830336 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,177 shares

Expires 2024-03-19

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 19, 2024 Filed Mar 21, 2024 20:05 UTC
Quinn Kevin BSenior Vice President
GrantRestricted Stock Unit · Derivative 2,177 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-005025 · doc4.xml · derivative · entry 3

Quinn Kevin B · CIK 0001830336 · Senior Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,177

Underlying: Common Stock · 2,177 shares

Expires 2024-03-19

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

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.