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 | 39,066 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 1,282 · Balance 39,066 |
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: 0001221249-26-000002 · ownership.xml · nonDerivative · entry 1 DORN ANDREW W JR · CIK 0001221249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,066 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: 0000950170-25-079696 · ownership.xml · nonDerivative · entry 1 DORN ANDREW W JR · CIK 0001221249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,784 Read SEC document |
| December 13, 2024 Filed Dec 16, 2024 21:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | PurchaseCommon Stock | 2,000 | $25.00 | $50,000.00 |
DisclosureSEC source: 0000950170-24-136611 · ownership.xml · nonDerivative · entry 1 DORN ANDREW W JR · CIK 0001221249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,423 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: 0000950170-24-070587 · ownership.xml · nonDerivative · entry 1 DORN ANDREW W JR · CIK 0001221249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,423 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: 0001209191-23-039314 · doc4.xml · nonDerivative · entry 1 DORN ANDREW W JR · CIK 0001221249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,422 Read SEC document |
| May 03, 2023 Filed May 4, 2023 20:12 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | PurchaseCommon Stock | 1,000 | $16.21 | $16,210.00 |
DisclosureSEC source: 0001209191-23-027334 · doc4.xml · nonDerivative · entry 1 DORN ANDREW W JR · CIK 0001221249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,587 Read SEC document |
| June 14, 2022 Filed Jun 15, 2022 20:54 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-036997 · doc4.xml · nonDerivative · entry 1 DORN ANDREW W JR · CIK 0001221249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,587 Read SEC document |
| June 16, 2021 Filed Jun 21, 2021 16:00 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 935 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041859 · doc4.xml · nonDerivative · entry 1 DORN ANDREW W JR · CIK 0001221249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,457 Read SEC document |
| May 03, 2021 Filed May 5, 2021 14:33 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | PurchaseCommon Stock | 1,100 | $32.05 | $35,249.50 |
DisclosureSEC source: 0001209191-21-030206 · doc4.xml · nonDerivative · entry 1 DORN ANDREW W JR · CIK 0001221249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,522 Read SEC document |
| June 17, 2020 Filed Jun 19, 2020 16:34 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-037813 · doc4.xml · nonDerivative · entry 1 DORN ANDREW W JR · CIK 0001221249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,422 Read SEC document |
| May 14, 2020 Filed May 15, 2020 14:27 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | PurchaseCommon Stock | 1,000 | $13.50 | $13,500.00 |
DisclosureSEC source: 0001209191-20-029512 · doc4.xml · nonDerivative · entry 1 DORN ANDREW W JR · CIK 0001221249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Read SEC document |
| May 05, 2020 Filed May 6, 2020 20:43 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | PurchaseCommon Stock | 2,558 | $18.57 | $47,502.06 |
DisclosureSEC source: 0001209191-20-027495 · doc4.xml · nonDerivative · entry 1 DORN ANDREW W JR · CIK 0001221249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,000 Read SEC document |
| June 19, 2019 Filed Jun 21, 2019 18:38 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 914 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038426 · doc4.xml · nonDerivative · entry 1 DORN ANDREW W JR · CIK 0001221249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,442 Read SEC document |
| December 20, 2018 Filed Dec 21, 2018 21:16 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,082 | $25.38 | $27,461.16 |
DisclosureSEC source: 0001209191-18-063907 · doc4.xml · nonDerivative · entry 1 DORN ANDREW W JR · CIK 0001221249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,528 Read SEC document |
| July 31, 2018 Filed Aug 1, 2018 16:31 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | PurchaseCommon Stock | 900 | $32.45 | $29,205.00 |
DisclosureSEC source: 0001209191-18-044666 · doc4.xml · nonDerivative · entry 1 DORN ANDREW W JR · CIK 0001221249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,446 Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 19:50 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 810 | $33.90 | $27,459.00 |
DisclosureSEC source: 0001209191-18-038912 · doc4.xml · nonDerivative · entry 2 DORN ANDREW W JR · CIK 0001221249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,546 Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 19:50 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-038912 · doc4.xml · nonDerivative · entry 1 DORN ANDREW W JR · CIK 0001221249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,736 Read SEC document |
| February 01, 2018 Filed Feb 1, 2018 20:28 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | PurchaseCommon Stock | 1,557 | $30.95 | $48,189.15 |
DisclosureSEC source: 0001209191-18-006419 · doc4.xml · nonDerivative · entry 1 DORN ANDREW W JR · CIK 0001221249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,999 Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 20:01 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 847 | $32.40 | $27,442.80 |
DisclosureSEC source: 0001209191-17-067018 · doc4.xml · nonDerivative · entry 1 DORN ANDREW W JR · CIK 0001221249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,442 Read SEC document |
| June 21, 2017 Filed Jun 22, 2017 20:16 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 936 | $29.35 | $27,471.60 |
DisclosureSEC source: 0001209191-17-041346 · doc4.xml · nonDerivative · entry 2 DORN ANDREW W JR · CIK 0001221249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,595 Read SEC document |
| June 21, 2017 Filed Jun 22, 2017 20:16 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 851 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041346 · doc4.xml · nonDerivative · entry 1 DORN ANDREW W JR · CIK 0001221249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,659 Read SEC document |
| December 03, 2016 Filed Dec 5, 2016 16:40 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 603 | $30.65 | $18,481.95 |
DisclosureSEC source: 0001209191-16-153239 · doc4.xml · nonDerivative · entry 1 DORN ANDREW W JR · CIK 0001221249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,808 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.