Financial Institutions Inc (FIISO) shareholders
FIISOOTCNational Commercial BanksFiscal year ends December 31Also trades as FIISP, FISI
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 3, 2026Score 16/308% above fair value
$115.65+0.00 (0.00%)
Close on Oct 19, 2026Market cap $775.45MP/E 9.8Yield 3.15%
Ownership
Who owns Financial Institutions's shares
Held by institutions
–
Shares held, 13F filers
Institutional holders
–
Net institutional buying
–
Insider trades, 12 months
3 buys · 0 sales
Net bought $107.84K
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Lashley Richard J Joint filing with Palmer John W (8.80%), PL Capital Advisors, LLC (8.80%) | 1,785,686 | 8.90% | 13D (active) amendment | Sep 30, 2025 |
| BlackRock, Inc. | 1,632,496 | 8.30% | 13G (passive) amendment | Jun 30, 2026 |
| Palmer John W Joint filing with Lashley Richard J (6.30%), PL Capital Advisors, LLC (6.30%) | 1,264,801 | 6.30% | 13D (active) | Mar 12, 2025 |
| Wellington Group Holdings LLP Joint filing with Wellington Management Group LLP (5.20%), Wellington Investment Advisors Holdings LLP (5.20%) and 1 more | 1,049,295 | 5.20% | 13G (passive) | Dec 31, 2025 |
| Dimensional Fund Advisors LP | 1,002,481 | 5.10% | 13G (passive) | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Blake G. Jones | Chief Marketing Officer | 876 | Sep 28, 2026 |
| Gary A. Pacos | Chief Risk Officer | 4,302 | Mar 23, 2026 |
| Martin Kearney Birmingham | President & CEO | 160,164 | Mar 23, 2026 |
| William Jack Plants II | Chief Financial Officer | 14,763 | Mar 23, 2026 |
| Kevin B. Quinn | Chief Comm Banking Officer | 7,039 | Mar 23, 2026 |
| Samuel J. Burruano Jr | Chief Legal Officer | 16,108 | Mar 23, 2026 |
| Laurie R. Collins | Chief Human Resources Officer | 9,207 | Mar 23, 2026 |
| Eric W. Marks | Chief Consumer Banking Officer | 0 | Mar 6, 2026 |
| Andrew W. Dorn Jr | Director | 40,641 | Nov 3, 2026 |
| Mark Zupan | Director | 15,909 | Sep 3, 2026 |
| Kim E. VanGelder | Director | 30,356 | May 21, 2026 |
| Robert N. Latella | Director | 48,849 | May 21, 2026 |
| Dawn H. Burlew | Director | 22,252 | May 21, 2026 |
| Susan R. Holliday | Director | 42,678 | May 21, 2026 |
| Robert L. Schrader | Director | 2,643 | May 21, 2026 |
| Robert M. Glaser | Director | 50,833 | May 21, 2026 |
| Steven C. Finch | Director | 1,282 | May 21, 2026 |
| David Bovenzi | Director | 1,282 | May 21, 2026 |
| Angela J. Panzarella | Director | 6,857 | May 21, 2026 |
| Bruce W. Harting | Director | 7,421 | May 21, 2026 |
| Donald Boswell | Director | 16,656 | May 30, 2025 |
| Samuel M. Gullo | Director | 40,840 | Dec 16, 2024 |
| Sandra L. Byers | – | 2,150 | Mar 23, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Andrew W. Dorn Jr Director | Nov 2, 2026 | Buy | +1,575 | $40.11 | $63.17K | 40,641 |
| Blake G. Jones Chief Marketing Officer | Sep 25, 2026 | Tax withholding | −360 | $40.23 | $14.48K | 640 |
| Blake G. Jones Chief Marketing Officer | Sep 25, 2026 | Option exercise | +1,000 | – | – | 1,000 |
| Mark Zupan Director | Sep 2, 2026 | Buy | +608 | $40.77 | $24.79K | 15,909 |
| Robert N. Latella Director | May 20, 2026 | Award | +1,282 | – | – | 32,849 |
| David Bovenzi Director | May 20, 2026 | Award | +1,282 | – | – | 1,282 |
| David Bovenzi Director | May 20, 2026 | Award | +391 | $35.10 | $13.72K | 1,673 |
| Steven C. Finch Director | May 20, 2026 | Award | +1,282 | – | – | 1,282 |
| Steven C. Finch Director | May 20, 2026 | Award | +391 | $35.10 | $13.72K | 1,673 |
| Kim E. VanGelder Director | May 20, 2026 | Award | +1,282 | – | – | 30,356 |
| Andrew W. Dorn Jr Director | May 20, 2026 | Award | +1,282 | – | – | 39,066 |
| Susan R. Holliday Director | May 20, 2026 | Award | +1,282 | – | – | 41,678 |
| Mark Zupan Director | May 20, 2026 | Award | +1,282 | – | – | 15,301 |
| Robert M. Glaser Director | May 20, 2026 | Award | +1,282 | – | – | 49,333 |
| Bruce W. Harting Director | May 20, 2026 | Award | +1,282 | – | – | 7,421 |
| Robert L. Schrader Director | May 20, 2026 | Award | +1,282 | – | – | 2,643 |
| Angela J. Panzarella Director | May 20, 2026 | Award | +925 | $35.10 | $32.47K | 6,857 |
| Angela J. Panzarella Director | May 20, 2026 | Award | +1,282 | – | – | 5,932 |
| Dawn H. Burlew Director | May 20, 2026 | Award | +313 | $35.10 | $10.99K | 22,252 |
| Dawn H. Burlew Director | May 20, 2026 | Award | +1,282 | – | – | 21,939 |
| Samuel J. Burruano Jr Chief Legal Officer | Mar 20, 2026 | Option exercise | +2,416 | – | – | 16,108 |
| Samuel J. Burruano Jr Chief Legal Officer | Mar 20, 2026 | Tax withholding | −870 | $30.59 | $26.61K | 15,238 |
| Kevin B. Quinn Chief Comm Banking Officer | Mar 20, 2026 | Tax withholding | −967 | $30.59 | $29.58K | 6,992 |
| Kevin B. Quinn Chief Comm Banking Officer | Mar 20, 2026 | Option exercise | +2,684 | – | – | 7,959 |
| Martin Kearney Birmingham President & CEO | Mar 20, 2026 | Tax withholding | −3,847 | $30.59 | $117.68K | 137,622 |
| Martin Kearney Birmingham President & CEO | Mar 20, 2026 | Option exercise | +10,672 | – | – | 141,469 |
| Sandra L. Byers – | Mar 20, 2026 | Option exercise | +690 | – | – | 2,150 |
| William Jack Plants II Chief Financial Officer | Mar 20, 2026 | Tax withholding | −1,044 | $30.59 | $31.94K | 8,013 |
| William Jack Plants II Chief Financial Officer | Mar 20, 2026 | Option exercise | +2,898 | – | – | 9,057 |
| Gary A. Pacos Chief Risk Officer | Mar 20, 2026 | Option exercise | +2,302 | – | – | 4,302 |
| Gary A. Pacos Chief Risk Officer | Mar 20, 2026 | Tax withholding | −829 | $30.59 | $25.36K | 3,473 |
| Laurie R. Collins Chief Human Resources Officer | Mar 20, 2026 | Option exercise | +2,254 | – | – | 8,481 |
| Laurie R. Collins Chief Human Resources Officer | Mar 20, 2026 | Tax withholding | −812 | $30.59 | $24.84K | 7,669 |
| William Jack Plants II Chief Financial Officer | Mar 12, 2026 | Buy | +660 | $30.12 | $19.88K | 6,159 |
| Angela J. Panzarella Director | Nov 28, 2025 | Award | +898 | $30.60 | $27.48K | 4,650 |
| Mark Zupan Director | Nov 28, 2025 | Award | +449 | $30.60 | $13.74K | 14,019 |
| Dawn H. Burlew Director | Nov 28, 2025 | Award | +408 | $30.60 | $12.48K | 20,657 |
| Robert M. Glaser Director | Nov 28, 2025 | Award | +571 | $30.60 | $17.47K | 48,051 |
| Sandra L. Byers – | Jul 8, 2025 | Option exercise | +250 | – | – | 1,460 |
| Bruce W. Harting Director | May 28, 2025 | Award | +1,361 | – | – | 6,139 |
| Dawn H. Burlew Director | May 28, 2025 | Award | +607 | $25.70 | $15.60K | 20,249 |
| Dawn H. Burlew Director | May 28, 2025 | Award | +1,361 | – | – | 19,642 |
| Susan R. Holliday Director | May 28, 2025 | Award | +1,361 | – | – | 40,396 |
| Robert M. Glaser Director | May 28, 2025 | Award | +680 | $25.70 | $17.48K | 47,480 |
| Robert M. Glaser Director | May 28, 2025 | Award | +1,361 | – | – | 46,800 |
| Mark Zupan Director | May 28, 2025 | Award | +535 | $25.70 | $13.75K | 13,570 |
| Mark Zupan Director | May 28, 2025 | Award | +1,361 | – | – | 13,035 |
| Donald Boswell Director | May 28, 2025 | Award | +1,361 | – | – | 16,656 |
| Robert N. Latella Director | May 28, 2025 | Award | +1,361 | – | – | 31,567 |
| Kim E. VanGelder Director | May 28, 2025 | Award | +1,361 | – | – | 29,074 |
| Angela J. Panzarella Director | May 28, 2025 | Award | +1,070 | $25.70 | $27.50K | 3,752 |
| Angela J. Panzarella Director | May 28, 2025 | Award | +1,361 | – | – | 2,682 |
| Andrew W. Dorn Jr Director | May 28, 2025 | Award | +1,361 | – | – | 37,784 |
| Robert L. Schrader Director | May 28, 2025 | Award | +1,361 | – | – | 1,361 |
| William Jack Plants II Chief Financial Officer | Mar 16, 2025 | Tax withholding | −935 | $26.05 | $24.36K | 5,499 |
| William Jack Plants II Chief Financial Officer | Mar 16, 2025 | Option exercise | +2,604 | – | – | 6,434 |
| Samuel J. Burruano Jr Chief Legal Officer | Mar 16, 2025 | Option exercise | +2,392 | – | – | 14,598 |
| Samuel J. Burruano Jr Chief Legal Officer | Mar 16, 2025 | Tax withholding | −906 | $26.05 | $23.60K | 13,692 |
| Laurie R. Collins Chief Human Resources Officer | Mar 16, 2025 | Tax withholding | −918 | $26.05 | $23.91K | 6,185 |
| Laurie R. Collins Chief Human Resources Officer | Mar 16, 2025 | Option exercise | +2,282 | – | – | 7,103 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
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