Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FINANCIAL INSTITUTIONS INCFISI · Entity 1536 | Senior Vice President | February 27, 2018 | March 07, 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 February 27, 2018 · Filed March 07, 2018 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2021-02-27 | Direct | 1,200 |
Reported balance
After 2018-02-27 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2018-02-27 · Grant · Acquired 1,200 · Balance 1,200 F1: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. F2: Form amended to correct number of restricted stock units awarded. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of FISI common stock.
F2: Form amended to correct number of restricted stock units awarded.
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 27, 2018 Filed Mar 1, 2018 20:39 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantRestricted Stock Unit · Derivative | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-014891 · doc4.xml · derivative · entry 1 Caraccio Vito · CIK 0001696686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 Underlying: Common Stock · 800 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 27, 2018 Filed Mar 7, 2018 21:56 UTC Amendment | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantRestricted Stock Unit · Derivative | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017750 · doc4a.xml · derivative · entry 1 Caraccio Vito · CIK 0001696686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 Underlying: Common Stock · 1,200 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. F2 · shares: Form amended to correct number of restricted stock units awarded. Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 20:45 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantRestricted Stock Unit · Derivative | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013701 · doc4.xml · derivative · entry 1 Caraccio Vito · CIK 0001696686 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 Underlying: Common Stock · 1,200 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.