Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FINANCIAL INSTITUTIONS INCFISI · Entity 1536 | Chief Consumer Banking Officer | March 05, 2026 | March 06, 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 05, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2026-03-05 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-02-23 | Direct | 0 |
Reported balance
Holding disclosure · report date 2026-03-05 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of FISI common stock.
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 26, 2025 Filed Mar 27, 2025 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantRestricted Stock Units · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-046046 · ownership.xml · derivative · entry 2 MARKS ERIC W. · CIK 0002061024 · Chief Consumer Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Restricted Stock Units · 2,500 shares Expires 2028-03-03 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. Read SEC document |
| March 06, 2025 Filed Apr 7, 2025 20:05 UTC Amendment | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantRestricted Stock Units · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-051578 · ownership.xml · derivative · entry 1 MARKS ERIC W. · CIK 0002061024 · Chief Consumer Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2028-03-03 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. Read SEC document |
| March 03, 2025 Filed Apr 3, 2025 20:05 UTC Amendment | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantRestricted Stock Units · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-050365 · ownership.xml · derivative · entry 1 MARKS ERIC W. · CIK 0002061024 · Chief Consumer Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2028-03-03 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.