A business in context

FISI research notebook

Read the disclosures. Follow the relationships. Keep the dates in view.

Research JSON

Filing timeline

Download filings CSV

SEC submissions · retrieved 2026-10-23 · 8022 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 4 · Ownership change

    Report date 2026-09-25 · 0001193125-26-405314

  2. 8-K · Current report

    Report date 2026-09-08 · 0001193125-26-385193 · Items 5.02

  3. 4 · Ownership change

    Report date 2026-09-02 · 0001193125-26-381871

  4. 8-K · Current report

    Report date 2026-08-26 · 0001193125-26-368299 · Items 7.01,9.01

  5. 10-Q · Quarterly report

    Report date 2026-06-30 · 0001193125-26-330542

  6. 8-K · Current report

    Report date 2026-06-30 · 0001193125-26-314084 · Items 2.02,7.01,9.01

  7. 4 · Ownership change

    Report date 2026-05-20 · 0001991206-26-000004

  8. 4 · Ownership change

    Report date 2026-05-20 · 0001945088-26-000002

  9. 4 · Ownership change

    Report date 2026-05-20 · 0001782792-26-000002

  10. 4 · Ownership change

    Report date 2026-05-20 · 0001746639-26-000008

  11. 4 · Ownership change

    Report date 2026-05-20 · 0001723300-26-000002

  12. 4 · Ownership change

    Report date 2026-05-20 · 0001676441-26-000002

  13. 8-K · Current report

    Report date 2026-05-20 · 0000862831-26-000002 · Items 5.07

  14. 8-K · Current report

    Report date 2026-05-20 · 0001193125-26-232561 · Items 7.01,9.01

  15. 10-Q · Quarterly report

    Report date 2026-03-31 · 0001193125-26-203962

  16. 8-K · Current report

    Report date 2026-03-31 · 0001193125-26-173676 · Items 2.02,7.01,9.01

  17. DEF 14A · Proxy statement

    Report date 2026-03-30 · 0001193125-26-143723

  18. 8-K · Current report

    Report date 2026-03-04 · 0001193125-26-100119 · Items 5.02

  19. 10-K · Annual report

    Report date 2025-12-31 · 0001193125-26-098467

  20. 8-K · Current report

    Report date 2026-02-12 · 0001193125-26-048970 · Items 7.01,9.01

  21. 8-K · Current report

    Report date 2025-12-31 · 0001193125-26-029330 · Items 2.02,7.01,9.01

  22. 8-K · Current report

    Report date 2025-12-11 · 0001193125-25-316059 · Items 1.01,2.03,7.01,8.01,9.01

  23. 8-K · Current report

    Report date 2025-11-14 · 0001193125-25-284607 · Items 7.01,9.01

  24. 10-Q · Quarterly report

    Report date 2025-09-30 · 0001193125-25-262535

  25. 8-K · Current report

    Report date 2025-09-30 · 0001193125-25-248744 · Items 2.02,7.01,9.01

  26. 8-K · Current report

    Report date 2025-09-18 · 0001193125-25-211278 · Items 7.01,9.01

  27. 8-K · Current report

    Report date 2025-08-25 · 0000950170-25-111189 · Items 7.01,9.01

  28. 10-Q · Quarterly report

    Report date 2025-06-30 · 0000950170-25-101991

  29. 8-K · Current report

    Report date 2025-06-30 · 0000950170-25-098332 · Items 2.02,7.01,9.01

  30. 8-K · Current report

    Report date 2025-05-28 · 0000950170-25-078932 · Items 5.02,5.07

  31. 8-K · Current report

    Report date 2025-05-28 · 0000950170-25-078331 · Items 7.01,9.01

  32. 10-Q · Quarterly report

    Report date 2025-03-31 · 0000950170-25-063527

  33. 8-K · Current report

    Report date 2025-03-31 · 0000950170-25-059293 · Items 2.02,7.01,9.01

  34. DEF 14A · Proxy statement

    Report date 2025-05-28 · 0000950170-25-053504

  35. 10-K · Annual report

    Report date 2024-12-31 · 0000950170-25-037918

  36. 8-K/A · Current report

    Report date 2024-12-31 · 0000950170-25-036259 · Items 2.02,7.01

  37. 8-K · Current report

    Report date 2025-03-07 · 0000950170-25-036249 · Items 1.01,8.01,9.01

  38. 8-K · Current report

    Report date 2025-03-04 · 0000950170-25-034613 · Items 5.02

  39. 8-K · Current report

    Report date 2025-03-06 · 0000950170-25-034609 · Items 8.01,9.01

  40. 8-K · Current report

    Report date 2025-02-12 · 0000950170-25-019874 · Items 7.01,9.01

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-10-23 · 2026 Q3: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 1 transaction rows1PSale: 0 transaction rows0SGrant / award: 0 transaction rows0AExercise / conversion: 2 transaction rows2MTax / exercise payment: 1 transaction rows1FGift: 0 transaction rows0G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

4 matching transaction rows.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-09-25
2026-09-28
JONES BLAKE GM · Exercise / conversion
Acquired
Common Stock1000.00.0
2026-09-25
2026-09-28
JONES BLAKE GF · Tax / exercise payment
Disposed
Common Stock360.040.23
2026-09-25
2026-09-28
JONES BLAKE GM · Exercise / conversion
Acquired
Restricted Stock Unit
Derivative security
1000.00.0
2026-09-02
2026-09-03
Zupan MarkP · Purchase
Acquired
Common Stock608.040.77

Identity & relationships

Wikidata structured data · retrieved 2026-10-23 · 1658 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0000862831FINANCIAL INSTITUTIONS INC

No parent relationship is available in this import; this is not proof of independence.

No verified LEI join available.

GLEIF legal entity reference data · retrieved 2026-10-23 · 1197 checked identities; 0 unavailable records

Search names and former names
  • FINANCIAL INSTITUTIONS INC · former SEC name · 1999-04-23 to 2026-09-28

Revenue in constant purchasing power

USD revenue expressed in 2026-09 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

No USD annual revenue periods with complete CPI coverage are available. Non-USD statements are not converted with U.S. CPI.

Bureau of Labor Statistics · retrieved 2026-10-23 · 9 selected series; gaps remain missing

Explore the CPI history ↗