Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FINANCIAL INSTITUTIONS INCFISI · Entity 1536 | Director | January 30, 2017 | January 30, 2017 |
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 January 30, 2017 · Filed January 30, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,555 |
Ending reported balance
After 2017-01-30 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2017-01-30 · Exercise / conversion · Acquired 2,000 · Balance 21,555 Row 2 · 2017-01-30 · Sale · Disposed 838 · Balance 20,717 Row 3 · 2017-01-30 · Sale · Disposed 762 · Balance 19,955 Row 4 · 2017-01-30 · Sale · Disposed 100 · Balance 19,855 Row 5 · 2017-01-30 · Gift · Disposed 300 · Balance 19,555 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.73 · Expires 2017-05-02 | Direct | 0 |
Reported balance
After 2017-01-30 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-01-30 · Exercise / conversion · Disposed 2,000 · Balance 0 F1: Option vested in three equal annual installments beginning on May 2, 2008. |
Filing footnotes · ownership attribution and instrument terms
F1: Option vested in three equal annual installments beginning on May 2, 2008.
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 |
|---|---|---|---|---|---|---|
| January 30, 2017 Filed Jan 30, 2017 21:34 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: 0001209191-17-006142 · doc4.xml · derivative · entry 6 BENJAMIN JOHN E · CIK 0001211190 · 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 |
| January 30, 2017 Filed Jan 30, 2017 21:34 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GiftCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006142 · doc4.xml · nonDerivative · entry 5 BENJAMIN JOHN E · CIK 0001211190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,555 Read SEC document |
| January 30, 2017 Filed Jan 30, 2017 21:34 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | SaleCommon Stock | 100 | $33.88 | $3,387.50 |
DisclosureSEC source: 0001209191-17-006142 · doc4.xml · nonDerivative · entry 4 BENJAMIN JOHN E · CIK 0001211190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,855 Read SEC document |
| January 30, 2017 Filed Jan 30, 2017 21:34 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | SaleCommon Stock | 762 | $33.85 | $25,793.70 |
DisclosureSEC source: 0001209191-17-006142 · doc4.xml · nonDerivative · entry 3 BENJAMIN JOHN E · CIK 0001211190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,955 Read SEC document |
| January 30, 2017 Filed Jan 30, 2017 21:34 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | SaleCommon Stock | 838 | $33.83 | $28,345.35 |
DisclosureSEC source: 0001209191-17-006142 · doc4.xml · nonDerivative · entry 2 BENJAMIN JOHN E · CIK 0001211190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,717 Read SEC document |
| January 30, 2017 Filed Jan 30, 2017 21:34 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Exercise / conversionCommon Stock | 2,000 | $19.73 | $39,460.00 |
DisclosureSEC source: 0001209191-17-006142 · doc4.xml · nonDerivative · entry 1 BENJAMIN JOHN E · CIK 0001211190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,555 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.