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 |
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 | 32,849 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 1,282 · Balance 32,849 |
| Common StockSEC Table I · non-derivative | IndirectHeld in IRA | 16,000 |
Reported balance
Holding disclosure · report date 2026-05-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 16,000 |
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 |
|---|---|---|---|---|---|---|
| May 20, 2026 Filed May 21, 2026 20:07 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001319732-26-000002 · ownership.xml · nonDerivative · entry 1 Latella Robert N · CIK 0001319732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,849 Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:06 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,361 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-079700 · ownership.xml · nonDerivative · entry 1 Latella Robert N · CIK 0001319732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,567 Read SEC document |
| December 13, 2024 Filed Dec 16, 2024 21:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | PurchaseCommon Stock | 4,000 | $25.00 | $100,000.00 |
DisclosureSEC source: 0000950170-24-136625 · ownership.xml · nonDerivative · entry 1 Latella Robert N · CIK 0001319732 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held in IRA Disclosed balance after: 16,000 Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 21:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 280 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-134068 · ownership.xml · nonDerivative · entry 1 Latella Robert N · CIK 0001319732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,206 Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 428 | $17.49 | $7,485.72 |
DisclosureSEC source: 0000950170-24-070580 · ownership.xml · nonDerivative · entry 2 Latella Robert N · CIK 0001319732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,926 Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 2,001 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-070580 · ownership.xml · nonDerivative · entry 1 Latella Robert N · CIK 0001319732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,498 Read SEC document |
| June 21, 2023 Filed Jun 23, 2023 20:00 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-039312 · doc4.xml · nonDerivative · entry 1 Latella Robert N · CIK 0001319732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,497 Read SEC document |
| May 04, 2023 Filed May 4, 2023 20:49 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | PurchaseCommon Stock | 10,000 | $15.06 | $150,600.00 |
DisclosureSEC source: 0001209191-23-027371 · doc4.xml · nonDerivative · entry 1 Latella Robert N · CIK 0001319732 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held in IRA Disclosed balance after: 12,000 Read SEC document |
| June 14, 2022 Filed Jun 15, 2022 20:48 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-036983 · doc4.xml · nonDerivative · entry 1 Latella Robert N · CIK 0001319732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,662 Read SEC document |
| June 16, 2021 Filed Jun 21, 2021 16:12 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 935 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041869 · doc4.xml · nonDerivative · entry 1 Latella Robert N · CIK 0001319732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,532 Read SEC document |
| June 17, 2020 Filed Jun 19, 2020 16:45 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,422 | $17.57 | $24,984.54 |
DisclosureSEC source: 0001209191-20-037821 · doc4.xml · nonDerivative · entry 2 Latella Robert N · CIK 0001319732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,597 Read SEC document |
| June 17, 2020 Filed Jun 19, 2020 16:45 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-037821 · doc4.xml · nonDerivative · entry 1 Latella Robert N · CIK 0001319732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,175 Read SEC document |
| June 19, 2019 Filed Jun 21, 2019 18:45 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 914 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038437 · doc4.xml · nonDerivative · entry 1 Latella Robert N · CIK 0001319732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,753 Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 20:02 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-038921 · doc4.xml · nonDerivative · entry 1 Latella Robert N · CIK 0001319732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,839 Read SEC document |
| May 04, 2018 Filed May 7, 2018 15:00 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: 0001209191-18-028222 · doc4.xml · derivative · entry 3 Latella Robert N · CIK 0001319732 · 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. F1 · derivative.exercise_date: Option vested in three equal annual installments beginning on May 6, 2009. Read SEC document |
| May 04, 2018 Filed May 7, 2018 15:00 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Exercise / conversionCommon Stock | 2,000 | $19.00 | $38,000.00 |
DisclosureSEC source: 0001209191-18-028222 · doc4.xml · nonDerivative · entry 1 Latella Robert N · CIK 0001319732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,102 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 |
| June 21, 2017 Filed Jun 22, 2017 20:24 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 851 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041373 · doc4.xml · nonDerivative · entry 1 Latella Robert N · CIK 0001319732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,102 Read SEC document |
| April 28, 2017 Filed May 2, 2017 18:43 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: 0001209191-17-029133 · doc4.xml · derivative · entry 3 Latella Robert N · CIK 0001319732 · 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 |
| April 28, 2017 Filed May 2, 2017 18:43 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Exercise / conversionCommon Stock | 2,000 | $19.73 | $39,460.00 |
DisclosureSEC source: 0001209191-17-029133 · doc4.xml · nonDerivative · entry 1 Latella Robert N · CIK 0001319732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,251 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.