Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FINANCIAL INSTITUTIONS INCFISI · Entity 1536 | Senior Vice President | October 28, 2020 | November 03, 2020 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
FINANCIAL INSTITUTIONS INC
Report date October 28, 2020 · Filed November 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,580 |
Reported balance
Holding disclosure · report date 2020-10-28 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,580 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2021-02-27 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-10-28 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F1: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2022-02-26 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-10-28 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F1: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2023-02-25 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-10-28 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed F1: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of FISI common stock.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 26, 2019 Filed Feb 28, 2019 21:45 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantRestricted Stock Unit · Derivative | 972 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-014531 · doc4.xml · derivative · entry 1 Burton Craig J · CIK 0001696689 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 972 Underlying: Common Stock · 972 shares Expires 2022-02-26 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 20:37 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantRestricted Stock Unit · Derivative | 886 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-014888 · doc4.xml · derivative · entry 1 Burton Craig J · CIK 0001696689 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 886 Underlying: Common Stock · 886 shares Expires 2021-02-27 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 20:49 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantRestricted Stock Unit · Derivative | 789 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013704 · doc4.xml · derivative · entry 1 Burton Craig J · CIK 0001696689 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 789 Underlying: Common Stock · 789 shares Expires 2020-02-22 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.