Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FINANCIAL INSTITUTIONS INCFISI · Entity 1536 | Senior Vice President | February 26, 2019 | February 28, 2019 |
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 February 26, 2019 · Filed February 28, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2022-02-26 | Direct | 909 |
Reported balance
After 2019-02-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-02-26 · Grant · Acquired 909 · Balance 909 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 21:55 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantRestricted Stock Unit · Derivative | 909 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-014565 · doc4.xml · derivative · entry 1 Oexle Edward S · CIK 0001696566 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 909 Underlying: Common Stock · 909 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 21:03 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantRestricted Stock Unit · Derivative | 853 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-014942 · doc4.xml · derivative · entry 1 Oexle Edward S · CIK 0001696566 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 853 Underlying: Common Stock · 853 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 21:06 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantRestricted Stock Unit · Derivative | 735 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013740 · doc4.xml · derivative · entry 1 Oexle Edward S · CIK 0001696566 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 735 Underlying: Common Stock · 735 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.