Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FINANCIAL INSTITUTIONS INCFISI · Entity 1536 | Director | May 28, 2025 | May 30, 2025 |
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 May 28, 2025 · Filed May 30, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,656 |
Reported balance
After 2025-05-28 transaction · row 1
1 source rowRow 1 · 2025-05-28 · Grant · Acquired 1,361 · Balance 16,656 |
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 |
|---|---|---|---|---|---|---|
| May 28, 2025 Filed May 30, 2025 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,361 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-079697 · ownership.xml · nonDerivative · entry 1 BOSWELL DONALD · CIK 0001249025 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,656 Read SEC document |
| December 13, 2024 Filed Dec 16, 2024 21:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | PurchaseCommon Stock | 800 | $25.00 | $20,000.00 |
DisclosureSEC source: 0000950170-24-136610 · ownership.xml · nonDerivative · entry 1 BOSWELL DONALD · CIK 0001249025 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,295 Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 21:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 280 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-134074 · ownership.xml · nonDerivative · entry 1 BOSWELL DONALD · CIK 0001249025 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,495 Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 428 | $17.49 | $7,485.72 |
DisclosureSEC source: 0000950170-24-070589 · ownership.xml · nonDerivative · entry 2 BOSWELL DONALD · CIK 0001249025 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,215 Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 20:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 2,001 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-070589 · ownership.xml · nonDerivative · entry 1 BOSWELL DONALD · CIK 0001249025 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,787 Read SEC document |
| December 21, 2023 Filed Dec 22, 2023 21:00 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 239 | $20.92 | $4,999.88 |
DisclosureSEC source: 0001209191-23-059549 · doc4.xml · nonDerivative · entry 1 BOSWELL DONALD · CIK 0001249025 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,786 Read SEC document |
| June 21, 2023 Filed Jun 23, 2023 20:00 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 305 | $16.34 | $4,983.70 |
DisclosureSEC source: 0001209191-23-039311 · doc4.xml · nonDerivative · entry 2 BOSWELL DONALD · CIK 0001249025 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,547 Read SEC document |
| June 21, 2023 Filed Jun 23, 2023 20:00 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-039311 · doc4.xml · nonDerivative · entry 1 BOSWELL DONALD · CIK 0001249025 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,242 Read SEC document |
| May 18, 2023 Filed May 24, 2023 20:00 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | PurchaseCommon Stock | 890 | $16.74 | $14,898.60 |
DisclosureSEC source: 0001209191-23-031871 · doc4.xml · nonDerivative · entry 1 BOSWELL DONALD · CIK 0001249025 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,407 Read SEC document |
| June 14, 2022 Filed Jun 15, 2022 20:57 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-037008 · doc4.xml · nonDerivative · entry 2 BOSWELL DONALD · CIK 0001249025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,517 Read SEC document |
| June 14, 2022 Filed Jun 15, 2022 20:57 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 188 | $26.53 | $4,987.64 |
DisclosureSEC source: 0001209191-22-037008 · doc4.xml · nonDerivative · entry 1 BOSWELL DONALD · CIK 0001249025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,387 Read SEC document |
| December 16, 2021 Filed Dec 17, 2021 18:29 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 312 | $31.99 | $9,980.88 |
DisclosureSEC source: 0001209191-21-070180 · doc4.xml · nonDerivative · entry 1 BOSWELL DONALD · CIK 0001249025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,199 Read SEC document |
| June 16, 2021 Filed Jun 21, 2021 15:55 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 935 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041854 · doc4.xml · nonDerivative · entry 1 BOSWELL DONALD · CIK 0001249025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,887 Read SEC document |
| June 17, 2020 Filed Jun 19, 2020 16:31 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-037807 · doc4.xml · nonDerivative · entry 1 BOSWELL DONALD · CIK 0001249025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,952 Read SEC document |
| June 19, 2019 Filed Jun 21, 2019 18:35 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 914 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038421 · doc4.xml · nonDerivative · entry 1 BOSWELL DONALD · CIK 0001249025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,530 Read SEC document |
| December 20, 2018 Filed Dec 21, 2018 21:00 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 491 | $25.38 | $12,461.58 |
DisclosureSEC source: 0001209191-18-063881 · doc4.xml · nonDerivative · entry 1 BOSWELL DONALD · CIK 0001249025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,616 Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 19:46 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 368 | $33.90 | $12,475.20 |
DisclosureSEC source: 0001209191-18-038908 · doc4.xml · nonDerivative · entry 2 BOSWELL DONALD · CIK 0001249025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,125 Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 19:46 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-038908 · doc4.xml · nonDerivative · entry 1 BOSWELL DONALD · CIK 0001249025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,757 Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 19:57 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 385 | $32.40 | $12,474.00 |
DisclosureSEC source: 0001209191-17-067006 · doc4.xml · nonDerivative · entry 1 BOSWELL DONALD · CIK 0001249025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,020 Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 15:52 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | PurchaseCommon Stock | 359 | $33.40 | $11,990.60 |
DisclosureSEC source: 0001209191-17-062970 · doc4.xml · nonDerivative · entry 1 BOSWELL DONALD · CIK 0001249025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,635 Read SEC document |
| June 21, 2017 Filed Jun 22, 2017 20:11 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 425 | $29.35 | $12,473.75 |
DisclosureSEC source: 0001209191-17-041341 · doc4.xml · nonDerivative · entry 2 BOSWELL DONALD · CIK 0001249025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,276 Read SEC document |
| June 21, 2017 Filed Jun 22, 2017 20:11 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 851 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041341 · doc4.xml · nonDerivative · entry 1 BOSWELL DONALD · CIK 0001249025 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 851 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.