Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FINANCIAL INSTITUTIONS INCFISI · Entity 1536 | Chief Risk 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 | 3,473 |
Ending reported balance
After 2026-03-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-20 · Exercise / conversion · Acquired 2,302 · Balance 4,302 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 829 · Balance 3,473 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2026-03-20 | Direct | 0 |
Reported balance
After 2026-03-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-20 · Exercise / conversion · Disposed 2,302 · Balance 0 F2: Restricted stock units convert into shares of common stock on a one-for-one basis. |
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 | 2,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-119710 · ownership.xml · derivative · entry 3 PACOS GARY A. · CIK 0001965502 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,302 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 | 829 | $30.59 | $25,359.11 |
DisclosureSEC source: 0001193125-26-119710 · ownership.xml · nonDerivative · entry 2 PACOS GARY A. · CIK 0001965502 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,473 Read SEC document |
| March 20, 2026 Filed Mar 23, 2026 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Exercise / conversionCommon Stock | 2,302 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-119710 · ownership.xml · nonDerivative · entry 1 PACOS GARY A. · CIK 0001965502 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,302 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 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: 0000950170-24-136620 · ownership.xml · nonDerivative · entry 1 PACOS GARY A. · CIK 0001965502 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,000 Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 20:22 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantRestricted Stock Unit · Derivative | 2,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020756 · doc4.xml · derivative · entry 1 PACOS GARY A. · CIK 0001965502 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,302 Underlying: Common Stock · 2,302 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.