Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FINANCIAL INSTITUTIONS INCFISI · Entity 1536 | Chief Human Resources Officer | March 20, 2026 | March 23, 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 March 20, 2026 · Filed March 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,669 |
Ending reported balance
After 2026-03-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-20 · Exercise / conversion · Acquired 2,254 · Balance 8,481 F1: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. Row 2 · 2026-03-20 · Tax withholding · Disposed 812 · Balance 7,669 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2026-03-20 | Direct | 0 |
Reported balance
After 2026-03-20 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-20 · Exercise / conversion · Disposed 2,254 · Balance 0 F2: Restricted stock units convert into shares of common stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | IndirectHeld in 401K | 726 |
Reported balance
Holding disclosure · report date 2026-03-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 726 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of FISI common stock.
F2: Restricted stock units convert into shares of common stock on a one-for-one basis.
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 |
|---|---|---|---|---|---|---|
| March 20, 2026 Filed Mar 23, 2026 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Exercise / conversionRestricted Stock Unit · Derivative | 2,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-119702 · ownership.xml · derivative · entry 4 Collins Laurie R · CIK 0001876993 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,254 shares Expires 2026-03-20 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. F2 · derivative.exercise_price: Restricted stock units convert into shares of common stock on a one-for-one basis. Read SEC document |
| March 20, 2026 Filed Mar 23, 2026 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Tax withholdingCommon Stock | 812 | $30.59 | $24,839.08 |
DisclosureSEC source: 0001193125-26-119702 · ownership.xml · nonDerivative · entry 2 Collins Laurie R · CIK 0001876993 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,669 Read SEC document |
| March 20, 2026 Filed Mar 23, 2026 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Exercise / conversionCommon Stock | 2,254 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-119702 · ownership.xml · nonDerivative · entry 1 Collins Laurie R · CIK 0001876993 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,481 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: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. Read SEC document |
| March 16, 2025 Filed Mar 18, 2025 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Exercise / conversionRestricted Stock Unit · Derivative | 1,282 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-041174 · ownership.xml · derivative · entry 5 Collins Laurie R · CIK 0001876993 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,282 shares Expires 2025-03-16 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. F2 · derivative.exercise_price: Restricted stock units convert into shares of common stock on a one-for-one basis. Read SEC document |
| March 16, 2025 Filed Mar 18, 2025 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Exercise / conversionRestricted Stock Unit · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-041174 · ownership.xml · derivative · entry 4 Collins Laurie R · CIK 0001876993 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2025-03-16 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. F2 · derivative.exercise_price: Restricted stock units convert into shares of common stock on a one-for-one basis. Read SEC document |
| March 16, 2025 Filed Mar 18, 2025 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Tax withholdingCommon Stock | 918 | $26.05 | $23,913.90 |
DisclosureSEC source: 0000950170-25-041174 · ownership.xml · nonDerivative · entry 2 Collins Laurie R · CIK 0001876993 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,185 Read SEC document |
| March 16, 2025 Filed Mar 18, 2025 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Exercise / conversionCommon Stock | 2,282 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-041174 · ownership.xml · nonDerivative · entry 1 Collins Laurie R · CIK 0001876993 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,103 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: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. Read SEC document |
| December 31, 2024 Filed Feb 4, 2025 21:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | OtherCommon Stock | 102 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-013410 · ownership.xml · nonDerivative · entry 1 Collins Laurie R · CIK 0001876993 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,821 F1 · price: Represents shares acquired at market value upon reinvestment of dividends through broker-sponsored dividend reimvestment program. 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: 0000950170-24-136616 · ownership.xml · nonDerivative · entry 1 Collins Laurie R · CIK 0001876993 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,719 Read SEC document |
| August 02, 2024 Filed Aug 6, 2024 22:19 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Exercise / conversionRestricted Stock Unit · Derivative | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-092091 · ownership.xml · derivative · entry 4 Collins Laurie R · CIK 0001876993 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Restricted Stock Unit · 3,000 shares Expires 2024-08-02 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_price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. Read SEC document |
| August 02, 2024 Filed Aug 6, 2024 22:19 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Tax withholdingCommon Stock | 1,081 | $24.04 | $25,987.24 |
DisclosureSEC source: 0000950170-24-092091 · ownership.xml · nonDerivative · entry 2 Collins Laurie R · CIK 0001876993 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,719 Read SEC document |
| August 02, 2024 Filed Aug 6, 2024 22:19 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Exercise / conversionCommon Stock | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-092091 · ownership.xml · nonDerivative · entry 1 Collins Laurie R · CIK 0001876993 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,800 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: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. Read SEC document |
| December 31, 2023 Filed Jan 5, 2024 21:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | OtherCommon Stock | 22 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-24-000990 · doc5.xml · nonDerivative · entry 1 Collins Laurie R · CIK 0001876993 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · Held in 401K Disclosed balance after: 648 F1 · price: Represents shares acquired under the FISI 401(k) plan since the date of the reporting person's last ownership report. Read SEC document |
| May 08, 2023 Filed May 9, 2023 20:00 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | OtherCommon Stock | 626 | $15.87 | $9,934.62 |
DisclosureSEC source: 0001209191-23-028231 · doc4.xml · nonDerivative · entry 1 Collins Laurie R · CIK 0001876993 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · Held in 401K Disclosed balance after: 626 Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 20:21 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantRestricted Stock Unit · Derivative | 2,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020754 · doc4.xml · derivative · entry 2 Collins Laurie R · CIK 0001876993 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,254 Underlying: Common Stock · 2,254 shares Expires 2026-03-21 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 21:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | PurchaseCommon Stock | 800 | $24.75 | $19,800.00 |
DisclosureSEC source: 0001209191-23-014587 · doc4.xml · nonDerivative · entry 1 Collins Laurie R · CIK 0001876993 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 14:18 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantRestricted Stock Unit · Derivative | 1,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-019951 · doc4.xml · derivative · entry 2 Collins Laurie R · CIK 0001876993 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,282 Underlying: Common Stock · 1,282 shares Expires 2025-03-16 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 14:18 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantRestricted Stock Unit · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-019951 · doc4.xml · derivative · entry 1 Collins Laurie R · CIK 0001876993 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2025-03-16 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. Read SEC document |
| October 27, 2021 Filed Nov 18, 2021 21:15 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantRestricted Stock Unit · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-065454 · doc4.xml · derivative · entry 1 Collins Laurie R · CIK 0001876993 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2024-08-02 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. 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.