Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FINANCIAL INSTITUTIONS INCFISI · Entity 1536 | Chief Marketing Officer | September 25, 2026 | September 28, 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 September 25, 2026 · Filed September 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 640 |
Ending reported balance
After 2026-09-25 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-25 · Exercise / conversion · Acquired 1,000 · Balance 1,000 F1: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. Row 2 · 2026-09-25 · Tax withholding · Disposed 360 · Balance 640 |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2026-09-25 | Direct | 1,000 |
Reported balance
After 2026-09-25 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-09-25 · Exercise / conversion · Acquired 1,000 · Balance 1,000 F3: Restricted stock units convert into shares of common stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | IndirectHeld in 401K Plan | 236 |
Reported balance
Holding disclosure · report date 2026-09-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 236 F2: Represents 4 shares acquired under the FISI 401(k) plan since the date of the reporting person's last ownership report. |
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: Represents 4 shares acquired under the FISI 401(k) plan since the date of the reporting person's last ownership report.
F3: 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 |
|---|---|---|---|---|---|---|
| September 25, 2026 Filed Sep 28, 2026 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Exercise / conversionRestricted Stock Unit · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-405314 · ownership.xml · derivative · entry 4 JONES BLAKE G · CIK 0002004791 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 Underlying: Restricted Stock Unit · 1,000 shares Expires 2026-09-25 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. F3 · derivative.exercise_price: Restricted stock units convert into shares of common stock on a one-for-one basis. Read SEC document |
| September 25, 2026 Filed Sep 28, 2026 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Tax withholdingCommon Stock | 360 | $40.23 | $14,482.80 |
DisclosureSEC source: 0001193125-26-405314 · ownership.xml · nonDerivative · entry 2 JONES BLAKE G · CIK 0002004791 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 640 Read SEC document |
| September 25, 2026 Filed Sep 28, 2026 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Exercise / conversionCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-405314 · ownership.xml · nonDerivative · entry 1 JONES BLAKE G · CIK 0002004791 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.