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 | 22,252 |
Ending reported balance
After 2026-05-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-20 · Grant · Acquired 1,282 · Balance 21,939 Row 2 · 2026-05-20 · Grant · Acquired 313 · Balance 22,252 |
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 | 313 | $35.10 | $10,986.30 |
DisclosureSEC source: 0001723300-26-000002 · ownership.xml · nonDerivative · entry 2 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,252 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: 0001723300-26-000002 · ownership.xml · nonDerivative · entry 1 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,939 Read SEC document |
| November 28, 2025 Filed Dec 1, 2025 21:30 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 408 | $30.60 | $12,484.80 |
DisclosureSEC source: 0001193125-25-303946 · ownership.xml · nonDerivative · entry 1 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,657 Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 607 | $25.70 | $15,599.90 |
DisclosureSEC source: 0000950170-25-079693 · ownership.xml · nonDerivative · entry 2 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,249 Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,361 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-079693 · ownership.xml · nonDerivative · entry 1 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,642 Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 21:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 467 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-134071 · ownership.xml · nonDerivative · entry 1 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,281 Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 893 | $17.49 | $15,618.57 |
DisclosureSEC source: 0000950170-24-070588 · ownership.xml · nonDerivative · entry 2 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,814 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: 0000950170-24-070588 · ownership.xml · nonDerivative · entry 1 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,921 Read SEC document |
| December 21, 2023 Filed Dec 22, 2023 21:00 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 824 | $20.92 | $17,238.08 |
DisclosureSEC source: 0001209191-23-059545 · doc4.xml · nonDerivative · entry 1 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,920 Read SEC document |
| June 21, 2023 Filed Jun 23, 2023 20:00 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,054 | $16.34 | $17,222.36 |
DisclosureSEC source: 0001209191-23-039308 · doc4.xml · nonDerivative · entry 2 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,096 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: 0001209191-23-039308 · doc4.xml · nonDerivative · entry 1 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,042 Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 20:25 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 711 | $24.24 | $17,234.64 |
DisclosureSEC source: 0001209191-22-061387 · doc4.xml · nonDerivative · entry 1 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,207 Read SEC document |
| June 14, 2022 Filed Jun 15, 2022 20:56 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-037003 · doc4.xml · nonDerivative · entry 2 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,496 Read SEC document |
| June 14, 2022 Filed Jun 15, 2022 20:56 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 649 | $26.53 | $17,217.97 |
DisclosureSEC source: 0001209191-22-037003 · doc4.xml · nonDerivative · entry 1 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,366 Read SEC document |
| December 16, 2021 Filed Dec 17, 2021 18:33 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 539 | $31.99 | $17,242.61 |
DisclosureSEC source: 0001209191-21-070182 · doc4.xml · nonDerivative · entry 1 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,717 Read SEC document |
| June 16, 2021 Filed Jun 21, 2021 15:57 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 448 | $32.06 | $14,362.88 |
DisclosureSEC source: 0001209191-21-041857 · doc4.xml · nonDerivative · entry 2 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,178 Read SEC document |
| June 16, 2021 Filed Jun 21, 2021 15:57 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 935 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041857 · doc4.xml · nonDerivative · entry 1 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,730 Read SEC document |
| December 17, 2020 Filed Dec 18, 2020 17:37 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 542 | $23.04 | $12,487.68 |
DisclosureSEC source: 0001209191-20-064315 · doc4.xml · nonDerivative · entry 1 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,795 Read SEC document |
| June 17, 2020 Filed Jun 19, 2020 16:32 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 710 | $17.57 | $12,474.70 |
DisclosureSEC source: 0001209191-20-037811 · doc4.xml · nonDerivative · entry 2 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,253 Read SEC document |
| June 17, 2020 Filed Jun 19, 2020 16:32 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-037811 · doc4.xml · nonDerivative · entry 1 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,543 Read SEC document |
| December 19, 2019 Filed Dec 20, 2019 16:56 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 382 | $32.70 | $12,491.40 |
DisclosureSEC source: 0001209191-19-061447 · doc4.xml · nonDerivative · entry 1 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,121 Read SEC document |
| June 19, 2019 Filed Jun 21, 2019 18:37 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 456 | $27.33 | $12,462.48 |
DisclosureSEC source: 0001209191-19-038423 · doc4.xml · nonDerivative · entry 2 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,739 Read SEC document |
| June 19, 2019 Filed Jun 21, 2019 18:37 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 914 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038423 · doc4.xml · nonDerivative · entry 1 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,283 Read SEC document |
| December 20, 2018 Filed Dec 21, 2018 21:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 491 | $25.38 | $12,461.58 |
DisclosureSEC source: 0001209191-18-063887 · doc4.xml · nonDerivative · entry 1 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,369 Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 19:48 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 368 | $33.90 | $12,475.20 |
DisclosureSEC source: 0001209191-18-038910 · doc4.xml · nonDerivative · entry 2 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,878 Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 19:48 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-038910 · doc4.xml · nonDerivative · entry 1 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,510 Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 19:59 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 385 | $32.40 | $12,474.00 |
DisclosureSEC source: 0001209191-17-067015 · doc4.xml · nonDerivative · entry 2 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 773 Read SEC document |
| December 20, 2017 Filed Dec 22, 2017 19:59 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-067015 · doc4.xml · nonDerivative · entry 1 Burlew Dawn H · CIK 0001723300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 388 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.