Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FINANCIAL INSTITUTIONS INCFISI · Entity 1536 | Chief Banking Officer | March 07, 2024 | March 11, 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 March 07, 2024 · Filed March 11, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectHeld in 401K Plan | 51 |
Reported balance
Holding disclosure · report date 2024-03-07 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 51 F1: Represents 7 shares acquired under the FISI 401(k) plan since the date of the reporting person's last ownership report. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2027-03-07 | Direct | 2,496 |
Reported balance
Holding disclosure · report date 2024-03-07 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 2,496 F2: Each restricted stock unit represents a contingent right to receive one share of FISI common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 7 shares acquired under the FISI 401(k) plan since the date of the reporting person's last ownership report.
F2: 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 |
|---|---|---|---|---|---|---|
| December 31, 2023 Filed Jan 5, 2024 21:05 UTC | FINANCIAL INSTITUTIONS INC FISI · Entity 1536 | OtherCommon Stock | 3 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-24-000991 · doc5.xml · nonDerivative · entry 1 WHITING REID A · CIK 0002004554 · Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Held in 401K Plan Disclosed balance after: 44 F1 · price: Represents shares acquired under the FISI 401(k) plan since the date of the reporting person's last ownership report. 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.