Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FINANCIAL INSTITUTIONS INCFISI · Entity 1536 | Director | June 20, 2018 | June 21, 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 June 20, 2018 · Filed June 21, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 272,133 |
Reported balance
After 2018-06-20 transaction · row 1
1 source rowRow 1 · 2018-06-20 · Grant · Acquired 737 · Balance 272,133 |
| Common StockSEC Table I · non-derivative | IndirectOwned by spouse. | 66,995 |
Reported balance
Holding disclosure · report date 2018-06-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 66,995 |
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 20, 2018 Filed Jun 21, 2018 20:08 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-038927 · doc4.xml · nonDerivative · entry 1 WYCKOFF JAMES H · CIK 0001211182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,133 Read SEC document |
| July 28, 2017 Filed Feb 14, 2018 15:54 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GiftCommon Stock | 90,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-009886 · doc5.xml · nonDerivative · entry 1 WYCKOFF JAMES H · CIK 0001211182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,396 Read SEC document |
| June 21, 2017 Filed Jun 22, 2017 20:29 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 851 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041383 · doc4.xml · nonDerivative · entry 1 WYCKOFF JAMES H · CIK 0001211182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,396 Read SEC document |
| December 13, 2016 Filed Dec 14, 2016 21:13 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Exercise / conversionStock Option (right to buy) · Derivative | 2,000 | $0.00 Strike: $19.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155149 · doc4.xml · derivative · entry 5 WYCKOFF JAMES H · CIK 0001211182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2018-05-06 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. F2 · derivative.exercise_date: Option vested in three equal annual installments beginning on May 6, 2009. Read SEC document |
| December 13, 2016 Filed Dec 14, 2016 21:13 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: 0001209191-16-155149 · doc4.xml · derivative · entry 4 WYCKOFF JAMES H · CIK 0001211182 · 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 |
| December 13, 2016 Filed Dec 14, 2016 21:13 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Exercise / conversionCommon Stock | 2,000 | $19.00 | $38,000.00 |
DisclosureSEC source: 0001209191-16-155149 · doc4.xml · nonDerivative · entry 2 WYCKOFF JAMES H · CIK 0001211182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,545 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 13, 2016 Filed Dec 14, 2016 21:13 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Exercise / conversionCommon Stock | 2,000 | $19.73 | $39,460.00 |
DisclosureSEC source: 0001209191-16-155149 · doc4.xml · nonDerivative · entry 1 WYCKOFF JAMES H · CIK 0001211182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,545 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.