person · Reporting owner
ANDERSON KARL VALENTINE JR
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FINANCIAL INSTITUTIONS INCFISI · Entity 1536 | Director | June 17, 2020 | June 19, 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 June 17, 2020 · Filed June 19, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,431 |
Reported balance
After 2020-06-17 transaction · row 1
1 source rowRow 1 · 2020-06-17 · Grant · Acquired 1,422 · Balance 17,431 |
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 |
|---|---|---|---|---|---|---|
| June 17, 2020 Filed Jun 19, 2020 16:29 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-037805 · doc4.xml · nonDerivative · entry 1 ANDERSON KARL VALENTINE JR · CIK 0001361954 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,431 Read SEC document |
| June 19, 2019 Filed Jun 21, 2019 18:33 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 914 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038418 · doc4.xml · nonDerivative · entry 1 ANDERSON KARL VALENTINE JR · CIK 0001361954 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,009 Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 19:43 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-038906 · doc4.xml · nonDerivative · entry 1 ANDERSON KARL VALENTINE JR · CIK 0001361954 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,095 Read SEC document |
| June 21, 2017 Filed Jun 22, 2017 20:10 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 851 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041338 · doc4.xml · nonDerivative · entry 1 ANDERSON KARL VALENTINE JR · CIK 0001361954 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,358 Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 21:26 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Exercise / conversionStock Option (right to buy) · Derivative | 2,000 | $0.00 Strike: $19.73 | $0.00 |
DisclosureSEC source: 0001209191-17-019264 · doc4.xml · derivative · entry 4 ANDERSON KARL VALENTINE JR · CIK 0001361954 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2017-05-02 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_date: Option vested in three equal annual installments beginning on May 2, 2008. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 21:26 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | SaleCommon Stock | 5 | $34.06 | $170.30 |
DisclosureSEC source: 0001209191-17-019264 · doc4.xml · nonDerivative · entry 3 ANDERSON KARL VALENTINE JR · CIK 0001361954 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,493 Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 21:26 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | SaleCommon Stock | 1,155 | $34.41 | $39,743.20 |
DisclosureSEC source: 0001209191-17-019264 · doc4.xml · nonDerivative · entry 2 ANDERSON KARL VALENTINE JR · CIK 0001361954 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,498 Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 21:26 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Exercise / conversionCommon Stock | 2,000 | $19.73 | $39,460.00 |
DisclosureSEC source: 0001209191-17-019264 · doc4.xml · nonDerivative · entry 1 ANDERSON KARL VALENTINE JR · CIK 0001361954 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,653 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. Read SEC document |
| December 28, 2016 Filed Apr 28, 2017 19:25 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | OtherCommon Stock | 4 | $34.03 | $136.12 |
DisclosureSEC source: 0001209191-17-028666 · doc4.xml · nonDerivative · entry 3 ANDERSON KARL VALENTINE JR · CIK 0001361954 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,507 F1 · shares: Represents shares acquired in a brokerage account as a result of the reinvestment of cash dividends. While this transaction was exempt from immediate reporting because of the small number of shares involved, receipt of these shares had not yet been reported. Read SEC document |
| September 28, 2016 Filed Apr 28, 2017 19:25 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | OtherCommon Stock | 5 | $27.14 | $135.70 |
DisclosureSEC source: 0001209191-17-028666 · doc4.xml · nonDerivative · entry 2 ANDERSON KARL VALENTINE JR · CIK 0001361954 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,503 F1 · shares: Represents shares acquired in a brokerage account as a result of the reinvestment of cash dividends. While this transaction was exempt from immediate reporting because of the small number of shares involved, receipt of these shares had not yet been reported. Read SEC document |
| June 29, 2016 Filed Apr 28, 2017 19:25 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | OtherCommon Stock | 5 | $25.47 | $127.35 |
DisclosureSEC source: 0001209191-17-028666 · doc4.xml · nonDerivative · entry 1 ANDERSON KARL VALENTINE JR · CIK 0001361954 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,498 F1 · shares: Represents shares acquired in a brokerage account as a result of the reinvestment of cash dividends. While this transaction was exempt from immediate reporting because of the small number of shares involved, receipt of these shares had not yet been reported. 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.