person · Reporting owner
BIRMINGHAM MARTIN KEARNEY
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FINANCIAL INSTITUTIONS INCFISI · Entity 1536 | President & CEO | 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 | 137,622 |
Ending reported balance
After 2026-03-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-20 · Exercise / conversion · Acquired 10,672 · Balance 141,469 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 3,847 · Balance 137,622 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2026-03-20 | Direct | 0 |
Reported balance
After 2026-03-20 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-20 · Exercise / conversion · Disposed 10,672 · 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 IRA | 7,500 |
Reported balance
Holding disclosure · report date 2026-03-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7,500 |
| Common StockSEC Table I · non-derivative | IndirectHeld in 401K Plan | 15,042 |
Reported balance
Holding disclosure · report date 2026-03-20 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 15,042 |
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 |
|---|---|---|---|---|---|---|
| August 21, 2018 Filed Aug 22, 2018 13:20 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | PurchaseCommon Stock | 1,500 | $31.95 | $47,925.00 |
DisclosureSEC source: 0001209191-18-047887 · doc4.xml · nonDerivative · entry 1 BIRMINGHAM MARTIN KEARNEY · CIK 0001323659 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,596 Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 20:28 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantRestricted Stock Unit · Derivative | 4,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-014880 · doc4.xml · derivative · entry 4 BIRMINGHAM MARTIN KEARNEY · CIK 0001323659 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,509 Underlying: Common Stock · 4,509 shares Expires 2021-02-27 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 20:06 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Disposition to issuerCommon Stock | 11,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-005528 · doc4.xml · nonDerivative · entry 1 BIRMINGHAM MARTIN KEARNEY · CIK 0001323659 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,096 F1 · shares: These shares reflect the forfeiture of restricted stock due to performance requirements that were not satisfied. Read SEC document |
| November 20, 2017 Filed Nov 22, 2017 15:17 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | PurchaseCommon Stock | 1,000 | $31.65 | $31,650.00 |
DisclosureSEC source: 0001209191-17-062256 · doc4.xml · nonDerivative · entry 1 BIRMINGHAM MARTIN KEARNEY · CIK 0001323659 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,916 Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 20:42 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantRestricted Stock Unit · Derivative | 3,802 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013695 · doc4.xml · derivative · entry 4 BIRMINGHAM MARTIN KEARNEY · CIK 0001323659 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,802 Underlying: Common Stock · 3,802 shares Expires 2020-02-22 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. Read SEC document |
| January 25, 2017 Filed Jan 26, 2017 21:54 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantRestricted Stock Unit · Derivative | 4,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005739 · doc4.xml · derivative · entry 4 BIRMINGHAM MARTIN KEARNEY · CIK 0001323659 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,327 Underlying: Common Stock · 4,327 shares Expires 2019-02-24 F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. Read SEC document |
| January 25, 2017 Filed Jan 26, 2017 21:54 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Disposition to issuerCommon Stock | 3,716 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-005739 · doc4.xml · nonDerivative · entry 1 BIRMINGHAM MARTIN KEARNEY · CIK 0001323659 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,916 F1 · shares: These shares reflect the forfeiture of restricted stock due to performance requirements that were not satisfied. 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.