Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FINANCIAL INSTITUTIONS INCFISI · Entity 1536 | Director | May 20, 2026 | May 21, 2026 |
| PAYCHEX INCPAYX · Entity 249 | Sr. VP, CFO | July 20, 2026 | July 21, 2026 |
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 May 20, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,643 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 1,282 · Balance 2,643 |
PAYCHEX INC
Report date July 20, 2026 · Filed July 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,547 |
Reported balance
After 2026-07-20 transaction · row 1
1 source rowRow 1 · 2026-07-20 · Sale · Disposed 2,600 · Balance 18,547 |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 339 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 339 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $73.53 · Expires 2030-07-14 | Direct | 16,519 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 16,519 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $112.67 · Expires 2031-07-14 | Direct | 9,102 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 9,102 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $115.00 · Expires 2032-07-14 | Direct | 7,684 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 7,684 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $120.86 · Expires 2033-07-14 | Direct | 8,846 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 8,846 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $117.98 · Expires 2033-10-14 | Direct | 4,237 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 4,237 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $121.63 · Expires 2034-07-14 | Direct | 18,322 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 18,322 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $140.68 · Expires 2035-07-14 | Direct | 18,458 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 18,458 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $110.00 · Expires 2036-07-14 | Direct | 29,553 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 29,553 |
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, 2019 Filed Aug 5, 2019 20:20 UTC | PAYCHEX INC PAYX · Entity 249 | SaleCommon Stock | 609 | $83.88 | $51,082.92 |
DisclosureSEC source: 0001209191-19-044527 · doc4.xml · nonDerivative · entry 1 Schrader Robert L. · CIK 0001782792 · VP/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,166 F1 · shares: Disposition of shares to satisfy tax withholding obligations arising from lapse of restrictions applicable to restricted stock units. 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.