Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FINANCIAL INSTITUTIONS INCFISI · Entity 1536 | Director | June 05, 2024 | June 07, 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 June 05, 2024 · Filed June 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,702 |
Reported balance
After 2024-06-05 transaction · row 1
1 source rowRow 1 · 2024-06-05 · Grant · Acquired 2,001 · Balance 6,702 |
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 |
|---|---|---|---|---|---|---|
| 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: 0000950170-24-070593 · ownership.xml · nonDerivative · entry 1 Riveros Mauricio F · CIK 0001867875 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,702 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: 0001209191-23-039309 · doc4.xml · nonDerivative · entry 1 Riveros Mauricio F · CIK 0001867875 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,701 Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 20:21 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 257 | $24.24 | $6,229.68 |
DisclosureSEC source: 0001209191-22-061381 · doc4.xml · nonDerivative · entry 1 Riveros Mauricio F · CIK 0001867875 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,866 Read SEC document |
| June 14, 2022 Filed Jun 15, 2022 20:45 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 1,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-036975 · doc4.xml · nonDerivative · entry 2 Riveros Mauricio F · CIK 0001867875 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,609 Read SEC document |
| June 14, 2022 Filed Jun 15, 2022 20:45 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 234 | $26.53 | $6,208.02 |
DisclosureSEC source: 0001209191-22-036975 · doc4.xml · nonDerivative · entry 1 Riveros Mauricio F · CIK 0001867875 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,479 Read SEC document |
| December 16, 2021 Filed Dec 17, 2021 18:37 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 155 | $31.99 | $4,958.45 |
DisclosureSEC source: 0001209191-21-070184 · doc4.xml · nonDerivative · entry 1 Riveros Mauricio F · CIK 0001867875 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,245 Read SEC document |
| June 16, 2021 Filed Jun 21, 2021 16:14 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 155 | $32.06 | $4,969.30 |
DisclosureSEC source: 0001209191-21-041871 · doc4.xml · nonDerivative · entry 2 Riveros Mauricio F · CIK 0001867875 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,090 Read SEC document |
| June 16, 2021 Filed Jun 21, 2021 16:14 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | GrantCommon Stock | 935 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-041871 · doc4.xml · nonDerivative · entry 1 Riveros Mauricio F · CIK 0001867875 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 935 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.