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FINANCIAL INSTITUTIONS INC — Investor Relations & Filings

Ticker · FISI ISIN · US3175854047 US Financial and insurance activities
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Filings indexed 1,336 across all filing types
Latest filing 2024-11-04 Major Shareholding Noti…
Country US United States of America
Listing US FISI

About FINANCIAL INSTITUTIONS INC

https://financialinstitutionsinc.q4ir.c…

Financial Institutions, Inc. is a financial holding company offering a range of banking and wealth management products and services through its subsidiaries. Its primary subsidiary, Five Star Bank, provides consumer and commercial banking and lending services to individuals, municipalities, and businesses. Another subsidiary, Courier Capital, LLC, offers customized investment management, financial planning, and consulting services to a diverse clientele including individuals, families, businesses, institutions, non-profits, and retirement plans.

Recent filings

Filing Released Lang Actions
Major Shareholding Notification 2024
Major Shareholding Notification
2024-11-04 English
8-K
Regulatory Filings Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce material events. The text mentions that the company issued a press release reporting financial results for the third quarter ended September 30, 2024, and that an investor presentation is available on the company's website. The document itself does not contain the financial results or detailed financial statements but rather references the press release and presentation. The length is 4503 characters, which is relatively short and consistent with a current report announcing events rather than containing full financial data. According to the rules, such a document is best classified as a Regulatory Filing (RNS) because it is a general regulatory announcement and does not contain the full financial report or detailed financial data itself.
2024-10-24 English
8-K
Regulatory Filings Classification · 100% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce unscheduled material events or corporate changes. The text indicates the company is announcing the intent to wind down a business segment (Banking-as-a-Service offerings) following strategic review. It includes a press release as an exhibit. There are no financial statements or detailed financial data presented, nor is this an annual or quarterly report. The document is not a certification or a proxy statement. It is a regulatory announcement of a significant corporate event. Therefore, the appropriate classification is Regulatory Filings (RNS), which is the fallback category for miscellaneous regulatory announcements that do not fit other specific categories.
2024-09-16 English
8-K
Notice of Dividend Amount Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce major events. The key content is the declaration of a cash dividend with specific amounts and payment dates. The document includes a press release about the dividend declaration and does not contain detailed financial statements or comprehensive financial analysis. The primary purpose is to announce dividend amounts and payment details to shareholders. According to the filing definitions, announcements of dividend amounts and payment dates fall under the category 'Notice of Dividend Amount (DIV)'. The document length is under 5,000 characters, and it is not a full financial report but an announcement. Therefore, the correct classification is DIV with high confidence.
2024-08-19 English
4
Director's Dealing
2024-08-06 English
10-Q
Interim / Quarterly Report Q2 2024
2024-08-05 English

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