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 | 7,421 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 1,282 · Balance 7,421 |
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: 0001945088-26-000002 · ownership.xml · nonDerivative · entry 1 HARTING BRUCE W · CIK 0001945088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,421 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: 0000950170-25-079694 · ownership.xml · nonDerivative · entry 1 HARTING BRUCE W · CIK 0001945088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,139 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: 0000950170-24-070595 · ownership.xml · nonDerivative · entry 1 HARTING BRUCE W · CIK 0001945088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,778 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: 0001209191-23-039306 · doc4.xml · nonDerivative · entry 1 HARTING BRUCE W · CIK 0001945088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,777 Read SEC document |
| October 07, 2022 Filed Oct 7, 2022 20:00 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 942 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-053091 · doc4.xml · nonDerivative · entry 1 HARTING BRUCE W · CIK 0001945088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 942 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.