Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FINANCIAL INSTITUTIONS INCFISI · Entity 1536 | Senior Vice President | August 01, 2018 | August 02, 2018 |
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 August 01, 2018 · Filed August 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,197 |
Reported balance
After 2018-08-01 transaction · row 1
1 source rowRow 1 · 2018-08-01 · Purchase · Acquired 500 · Balance 4,197 |
| Common StockSEC Table I · non-derivative | IndirectHeld in 401K Plan | 3,027 |
Reported balance
Holding disclosure · report date 2018-08-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,027 F1: Includes 187 shares acquired under the FISI 401(k) plan since the date of the reporting person's last ownership report. |
| Common StockSEC Table I · non-derivative | IndirectHeld in IRA | 870 |
Reported balance
Holding disclosure · report date 2018-08-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 870 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 187 shares acquired under the FISI 401(k) plan since the date of the reporting person's last ownership report.
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 |
|---|---|---|---|---|---|---|
| August 01, 2018 Filed Aug 2, 2018 13:25 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | PurchaseCommon Stock | 500 | $31.70 | $15,850.00 |
DisclosureSEC source: 0001209191-18-044828 · doc4.xml · nonDerivative · entry 1 Burneal Michael D · CIK 0001665548 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,197 Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 20:30 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantRestricted Stock Unit · Derivative | 954 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-014882 · doc4.xml · derivative · entry 4 Burneal Michael D · CIK 0001665548 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 954 Underlying: Common Stock · 954 shares Expires 2021-02-27 F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. Read SEC document |
| November 20, 2017 Filed Nov 22, 2017 15:10 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | PurchaseCommon Stock | 70 | $31.55 | $2,208.50 |
DisclosureSEC source: 0001209191-17-062253 · doc4.xml · nonDerivative · entry 2 Burneal Michael D · CIK 0001665548 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · Held in IRA Disclosed balance after: 870 Read SEC document |
| November 20, 2017 Filed Nov 22, 2017 15:10 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | PurchaseCommon Stock | 560 | $31.49 | $17,634.40 |
DisclosureSEC source: 0001209191-17-062253 · doc4.xml · nonDerivative · entry 1 Burneal Michael D · CIK 0001665548 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,697 Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 20:40 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantRestricted Stock Unit · Derivative | 789 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013693 · doc4.xml · derivative · entry 4 Burneal Michael D · CIK 0001665548 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 789 Underlying: Common Stock · 789 shares Expires 2020-02-22 F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. Read SEC document |
| January 25, 2017 Filed Jan 26, 2017 22:07 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantRestricted Stock Unit · Derivative | 555 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005747 · doc4.xml · derivative · entry 4 Burneal Michael D · CIK 0001665548 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 555 Underlying: Common Stock · 555 shares Expires 2019-02-24 F2 · 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.