Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FINANCIAL INSTITUTIONS INCFISI · Entity 1536 | Director | September 02, 2026 | September 03, 2026 |
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 September 02, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,909 |
Reported balance
After 2026-09-02 transaction · row 1
1 source rowRow 1 · 2026-09-02 · Purchase · Acquired 608 · Balance 15,909 |
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 |
|---|---|---|---|---|---|---|
| September 02, 2026 Filed Sep 3, 2026 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | PurchaseCommon Stock | 608 | $40.77 | $24,789.44 |
DisclosureSEC 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 | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,282 | $0.00 | $0.00 |
DisclosureSEC 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 |
| November 28, 2025 Filed Dec 1, 2025 21:29 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 449 | $30.60 | $13,739.40 |
DisclosureSEC 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 |
| May 28, 2025 Filed May 30, 2025 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 535 | $25.70 | $13,749.50 |
DisclosureSEC source: 0000950170-25-079691 · ownership.xml · nonDerivative · entry 2 Zupan Mark · CIK 0001310930 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,570 Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,361 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-079691 · ownership.xml · nonDerivative · entry 1 Zupan Mark · CIK 0001310930 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,035 Read SEC document |
| December 13, 2024 Filed Dec 16, 2024 21:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | PurchaseCommon Stock | 2,000 | $25.00 | $50,000.00 |
DisclosureSEC source: 0000950170-24-136615 · ownership.xml · nonDerivative · entry 1 Zupan Mark · CIK 0001310930 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,674 Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 21:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 257 | $0.00 | $0.00 |
DisclosureSEC 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 |
| June 05, 2024 Filed Jun 7, 2024 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 392 | $17.49 | $6,856.08 |
DisclosureSEC 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 | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 2,001 | $0.00 | $0.00 |
DisclosureSEC 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 |
| December 21, 2023 Filed Dec 22, 2023 21:00 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 597 | $20.92 | $12,489.24 |
DisclosureSEC source: 0001209191-23-059547 · doc4.xml · nonDerivative · entry 1 Zupan Mark · CIK 0001310930 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,024 Read SEC document |
| June 21, 2023 Filed Jun 23, 2023 20:00 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 764 | $16.34 | $12,483.76 |
DisclosureSEC source: 0001209191-23-039307 · doc4.xml · nonDerivative · entry 2 Zupan Mark · CIK 0001310930 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,427 Read SEC document |
| June 21, 2023 Filed Jun 23, 2023 20:00 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-039307 · doc4.xml · nonDerivative · entry 1 Zupan Mark · CIK 0001310930 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,663 Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 20:23 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 515 | $24.24 | $12,483.60 |
DisclosureSEC source: 0001209191-22-061384 · doc4.xml · nonDerivative · entry 1 Zupan Mark · CIK 0001310930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,828 Read SEC document |
| June 14, 2022 Filed Jun 15, 2022 20:40 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-036968 · doc4.xml · nonDerivative · entry 2 Zupan Mark · CIK 0001310930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,313 Read SEC document |
| June 14, 2022 Filed Jun 15, 2022 20:40 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 470 | $26.53 | $12,469.10 |
DisclosureSEC source: 0001209191-22-036968 · doc4.xml · nonDerivative · entry 1 Zupan Mark · CIK 0001310930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,183 Read SEC document |
| December 16, 2021 Filed Dec 17, 2021 18:42 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 389 | $31.99 | $12,444.11 |
DisclosureSEC source: 0001209191-21-070188 · doc4.xml · nonDerivative · entry 1 Zupan Mark · CIK 0001310930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,713 Read SEC document |
| June 16, 2021 Filed Jun 21, 2021 16:18 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 389 | $32.06 | $12,471.34 |
DisclosureSEC source: 0001209191-21-041878 · doc4.xml · nonDerivative · entry 2 Zupan Mark · CIK 0001310930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,324 Read SEC document |
| June 16, 2021 Filed Jun 21, 2021 16:18 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 935 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041878 · doc4.xml · nonDerivative · entry 1 Zupan Mark · CIK 0001310930 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 935 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.