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 |
| TRANSCAT INCTRNS · Entity 1920 | Director | September 08, 2021 | September 09, 2021 |
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 | 6,857 |
Ending reported balance
After 2026-05-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-20 · Grant · Acquired 1,282 · Balance 5,932 Row 2 · 2026-05-20 · Grant · Acquired 925 · Balance 6,857 |
TRANSCAT INC
Report date September 08, 2021 · Filed September 09, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.50 per shareSEC Table I · non-derivative | Direct | 19,170 |
Reported balance
After 2021-09-09 transaction · row 1
1 source rowRow 1 · 2021-09-09 · Exercise / conversion · Acquired 1,753 · Balance 19,170 F1: These restricted stock units convert into common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 756 |
Reported balance
After 2021-09-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-09-08 · Grant · Acquired 756 · Balance 756 F2: These restricted stock units, which convert into common stock on a one-for-one basis, were granted in a transcation exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 8, 2022. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2021-09-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-09-09 · Exercise / conversion · Disposed 1,753 · Balance 0 F1: These restricted stock units convert into common stock on a one-for-one basis. F3: These restricted stock units vested on September 9, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units convert into common stock on a one-for-one basis.
F2: These restricted stock units, which convert into common stock on a one-for-one basis, were granted in a transcation exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 8, 2022.
F3: These restricted stock units vested on September 9, 2021.
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 | 925 | $35.10 | $32,467.50 |
DisclosureSEC source: 0001188732-26-000002 · ownership.xml · nonDerivative · entry 2 PANZARELLA ANGELA J · CIK 0001188732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,857 Read SEC document |
| 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: 0001188732-26-000002 · ownership.xml · nonDerivative · entry 1 PANZARELLA ANGELA J · CIK 0001188732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,932 Read SEC document |
| November 28, 2025 Filed Dec 1, 2025 21:29 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 898 | $30.60 | $27,478.80 |
DisclosureSEC source: 0001193125-25-303937 · ownership.xml · nonDerivative · entry 1 PANZARELLA ANGELA J · CIK 0001188732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,650 Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:06 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,070 | $25.70 | $27,499.00 |
DisclosureSEC source: 0000950170-25-079699 · ownership.xml · nonDerivative · entry 2 PANZARELLA ANGELA J · CIK 0001188732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,752 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: 0000950170-25-079699 · ownership.xml · nonDerivative · entry 1 PANZARELLA ANGELA J · CIK 0001188732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,682 Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 21:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 654 | $28.00 | $18,312.00 |
DisclosureSEC source: 0000950170-25-021161 · ownership.xml · nonDerivative · entry 2 PANZARELLA ANGELA J · CIK 0001188732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,321 Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 21:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 667 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-021161 · ownership.xml · nonDerivative · entry 1 PANZARELLA ANGELA J · CIK 0001188732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 667 Read SEC document |
| September 09, 2021 Filed Sep 9, 2021 20:17 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionRestricted Stock Units · Derivative | 1,753 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000891839-21-000284 · edgar.xml · derivative · entry 3 PANZARELLA ANGELA J · CIK 0001188732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.50 par value · 1,753 shares Expires not disclosed 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_price: These restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units vested on September 9, 2021. F3 · derivative.expiration_date: These restricted stock units vested on September 9, 2021. Read SEC document |
| September 09, 2021 Filed Sep 9, 2021 20:17 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionCommon Stock, par value $.50 per share | 1,753 | $0.00 | $0.00 |
DisclosureSEC source: 0000891839-21-000284 · edgar.xml · nonDerivative · entry 1 PANZARELLA ANGELA J · CIK 0001188732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,170 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 · price: These restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| September 08, 2021 Filed Sep 9, 2021 20:17 UTC | TRANSCAT INC TRNS · Entity 1920 | GrantRestricted Stock Units · Derivative | 756 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000891839-21-000284 · edgar.xml · derivative · entry 2 PANZARELLA ANGELA J · CIK 0001188732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 756 Underlying: Common Stock, $.50 par value · 756 shares Expires not disclosed F2 · derivative.exercise_price: These restricted stock units, which convert into common stock on a one-for-one basis, were granted in a transcation exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 8, 2022. F2 · derivative.exercise_date: These restricted stock units, which convert into common stock on a one-for-one basis, were granted in a transcation exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 8, 2022. F2 · derivative.expiration_date: These restricted stock units, which convert into common stock on a one-for-one basis, were granted in a transcation exempt under Rule 16b-3 and, except as otherwise provided in the award agreement, vest on September 8, 2022. Read SEC document |
| September 11, 2020 Filed Sep 15, 2020 20:24 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionRestricted Stock Units · Derivative | 2,196 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000891839-20-000291 · edgar.xml · derivative · entry 2 PANZARELLA ANGELA J · CIK 0001188732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.50 par value · 2,196 shares Expires not disclosed 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_price: These restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units vested on September 11, 2020. F2 · derivative.expiration_date: These restricted stock units vested on September 11, 2020. Read SEC document |
| September 11, 2020 Filed Sep 15, 2020 20:24 UTC | TRANSCAT INC TRNS · Entity 1920 | Exercise / conversionCommon Stock, par value $.50 per share | 2,196 | $0.00 | $0.00 |
DisclosureSEC source: 0000891839-20-000291 · edgar.xml · nonDerivative · entry 1 PANZARELLA ANGELA J · CIK 0001188732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,417 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 · price: These restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| September 09, 2020 Filed Sep 11, 2020 20:14 UTC | TRANSCAT INC TRNS · Entity 1920 | GrantRestricted Stock Units · Derivative | 1,753 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000891839-20-000280 · edgar.xml · derivative · entry 2 PANZARELLA ANGELA J · CIK 0001188732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,753 Underlying: Common Stock, $.50 par value · 1,753 shares Expires not disclosed F1 · derivative.exercise_price: These restricted stock units, which convert into common stock on a one-for-one basis, were granted under the Transcat, Inc. 2003 Incentive Plan, as amended, in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on September 9, 2021. F1 · derivative.exercise_date: These restricted stock units, which convert into common stock on a one-for-one basis, were granted under the Transcat, Inc. 2003 Incentive Plan, as amended, in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on September 9, 2021. F1 · derivative.expiration_date: These restricted stock units, which convert into common stock on a one-for-one basis, were granted under the Transcat, Inc. 2003 Incentive Plan, as amended, in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on September 9, 2021. Read SEC document |
| September 11, 2019 Filed Sep 13, 2019 20:30 UTC | TRANSCAT INC TRNS · Entity 1920 | GrantRestricted Stock Units · Derivative | 2,196 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000891839-19-000177 · edgar.xml · derivative · entry 2 PANZARELLA ANGELA J · CIK 0001188732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,196 Underlying: Common Stock, $.50 par value · 2,196 shares Expires not disclosed F1 · derivative.exercise_price: These restricted stock units, which convert into common stock on a one-for-one basis, were granted under the Transcat, Inc. 2003 Incentive Plan, as amended, in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on September 11, 2020. F1 · derivative.exercise_date: These restricted stock units, which convert into common stock on a one-for-one basis, were granted under the Transcat, Inc. 2003 Incentive Plan, as amended, in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on September 11, 2020. F1 · derivative.expiration_date: These restricted stock units, which convert into common stock on a one-for-one basis, were granted under the Transcat, Inc. 2003 Incentive Plan, as amended, in a transaction exempt under Rule 16b-3 and, except as otherwise provided in the award notice, vest on September 11, 2020. Read SEC document |
| May 22, 2019 Filed May 23, 2019 20:36 UTC | TRANSCAT INC TRNS · Entity 1920 | GrantCommon Stock, par value $.50 per share | 1,305 | $22.98 | $29,988.90 |
DisclosureSEC source: 0000891839-19-000081 · edgar.xml · nonDerivative · entry 1 PANZARELLA ANGELA J · CIK 0001188732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,221 Read SEC document |
| May 23, 2018 Filed May 24, 2018 21:00 UTC | TRANSCAT INC TRNS · Entity 1920 | GrantCommon Stock, par value $.50 per share | 1,916 | $15.65 | $29,985.40 |
DisclosureSEC source: 0000891839-18-000042 · edgar.xml · nonDerivative · entry 1 PANZARELLA ANGELA J · CIK 0001188732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,916 Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 20:34 UTC | TRANSCAT INC TRNS · Entity 1920 | PurchaseCommon Stock, par value $.50 per share | 1,000 | $12.06 | $12,060.00 |
DisclosureSEC source: 0000891839-17-000089 · edgar.xml · nonDerivative · entry 1 PANZARELLA ANGELA J · CIK 0001188732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 F1 · shares: These shares were purcahsed by Ms. Panzarella under the terms of the Transcat, Inc. 2009 Insider Stock Plan, as amended. The price per share is the weighted average closing price per share of the Company's common stock on the NASDAQ Global Market over the twenty (20) trading days prior to June 1, 2017. F1 · price: These shares were purcahsed by Ms. Panzarella under the terms of the Transcat, Inc. 2009 Insider Stock Plan, as amended. The price per share is the weighted average closing price per share of the Company's common stock on the NASDAQ Global Market over the twenty (20) trading days prior to June 1, 2017. Read SEC document |
| January 19, 2017 Filed Jan 23, 2017 21:42 UTC | TRANSCAT INC TRNS · Entity 1920 | PurchaseCommon Stock, par value $.50 per share | 1,000 | $10.68 | $10,680.00 |
DisclosureSEC source: 0000891839-17-000030 · edgar.xml · nonDerivative · entry 1 PANZARELLA ANGELA J · CIK 0001188732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,000 F1 · shares: These shares were purcahsed by Ms. Panzarella under the terms of the Transcat, Inc. 2009 Insider Stock Plan, as amended. The price per share is the weighted average closing price per share of the Company's common stock on the NASDAQ Global Market over the twenty (20) trading days prior to January 14, 2017. F1 · price: These shares were purcahsed by Ms. Panzarella under the terms of the Transcat, Inc. 2009 Insider Stock Plan, as amended. The price per share is the weighted average closing price per share of the Company's common stock on the NASDAQ Global Market over the twenty (20) trading days prior to January 14, 2017. 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.