Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FINANCIAL INSTITUTIONS INCFISI · Entity 1536 | Director | December 13, 2024 | December 16, 2024 |
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 December 13, 2024 · Filed December 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,840 |
Reported balance
After 2024-12-13 transaction · row 1
1 source rowRow 1 · 2024-12-13 · Purchase · Acquired 4,000 · Balance 40,840 |
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 |
|---|---|---|---|---|---|---|
| December 13, 2024 Filed Dec 16, 2024 21:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | PurchaseCommon Stock | 4,000 | $25.00 | $100,000.00 |
DisclosureSEC source: 0000950170-24-136612 · ownership.xml · nonDerivative · entry 1 GULLO SAMUEL M · CIK 0001211187 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,840 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: 0000950170-24-070585 · ownership.xml · nonDerivative · entry 1 GULLO SAMUEL M · CIK 0001211187 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,840 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: 0001209191-23-039305 · doc4.xml · nonDerivative · entry 1 GULLO SAMUEL M · CIK 0001211187 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,839 Read SEC document |
| May 08, 2023 Filed May 10, 2023 20:00 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | PurchaseCommon Stock | 2,000 | $15.94 | $31,880.00 |
DisclosureSEC source: 0001209191-23-028447 · doc4.xml · nonDerivative · entry 1 GULLO SAMUEL M · CIK 0001211187 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,004 Read SEC document |
| June 14, 2022 Filed Jun 15, 2022 20:42 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-036969 · doc4.xml · nonDerivative · entry 1 GULLO SAMUEL M · CIK 0001211187 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,004 Read SEC document |
| June 16, 2021 Filed Jun 21, 2021 16:07 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 779 | $32.06 | $24,974.74 |
DisclosureSEC source: 0001209191-21-041865 · doc4.xml · nonDerivative · entry 2 GULLO SAMUEL M · CIK 0001211187 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,874 Read SEC document |
| June 16, 2021 Filed Jun 21, 2021 16:07 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 935 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041865 · doc4.xml · nonDerivative · entry 1 GULLO SAMUEL M · CIK 0001211187 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,095 Read SEC document |
| June 17, 2020 Filed Jun 19, 2020 16:41 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-037817 · doc4.xml · nonDerivative · entry 1 GULLO SAMUEL M · CIK 0001211187 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,160 Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 15:13 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | PurchaseCommon Stock | 2,500 | $21.50 | $53,750.00 |
DisclosureSEC source: 0001209191-20-018353 · doc4.xml · nonDerivative · entry 1 GULLO SAMUEL M · CIK 0001211187 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,738 Read SEC document |
| June 19, 2019 Filed Jun 21, 2019 18:42 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 914 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038433 · doc4.xml · nonDerivative · entry 1 GULLO SAMUEL M · CIK 0001211187 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,238 Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 19:58 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-038917 · doc4.xml · nonDerivative · entry 1 GULLO SAMUEL M · CIK 0001211187 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,324 Read SEC document |
| April 30, 2018 Filed May 2, 2018 12:59 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Exercise / conversionStock Option (right to buy) · Derivative | 2,000 | $0.00 Strike: $19.00 | $0.00 |
DisclosureSEC source: 0001209191-18-027225 · doc4.xml · derivative · entry 2 GULLO SAMUEL M · CIK 0001211187 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2018-05-06 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 · derivative.exercise_date: Option vested in three equal annual installments beginning on May 6, 2009. Read SEC document |
| April 30, 2018 Filed May 2, 2018 12:59 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Exercise / conversionCommon Stock | 2,000 | $19.00 | $38,000.00 |
DisclosureSEC source: 0001209191-18-027225 · doc4.xml · nonDerivative · entry 1 GULLO SAMUEL M · CIK 0001211187 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,587 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. Read SEC document |
| June 21, 2017 Filed Jun 22, 2017 20:19 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 851 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041355 · doc4.xml · nonDerivative · entry 1 GULLO SAMUEL M · CIK 0001211187 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,587 Read SEC document |
| April 28, 2017 Filed May 2, 2017 18:42 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Exercise / conversionStock Option (right to buy) · Derivative | 2,000 | $0.00 Strike: $19.73 | $0.00 |
DisclosureSEC source: 0001209191-17-029129 · doc4.xml · derivative · entry 2 GULLO SAMUEL M · CIK 0001211187 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2017-05-02 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 · derivative.exercise_date: Option vested in three equal annual installments beginning on May 2, 2008. Read SEC document |
| April 28, 2017 Filed May 2, 2017 18:42 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | Exercise / conversionCommon Stock | 2,000 | $19.73 | $39,460.00 |
DisclosureSEC source: 0001209191-17-029129 · doc4.xml · nonDerivative · entry 1 GULLO SAMUEL M · CIK 0001211187 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,736 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. 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.