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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 2024-03-11 Director's Dealing
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
FORM 4 SUBMISSION
Director's Dealing
2024-03-11 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 disclose material events or corporate changes that occur between periodic reports. The content describes a recent discovery of fraudulent activity at a subsidiary bank, ongoing investigations, estimated financial impact, and forward-looking statements. There are no detailed financial statements or comprehensive financial analysis typical of Annual Reports (10-K) or Interim Reports (IR). The document is not an earnings release, proxy statement, or management discussion. It is a regulatory disclosure of a significant event, fitting the category of Regulatory Filings (RNS), which serves as a fallback for miscellaneous SEC filings that do not fit other categories. The document length (6537 characters) and content confirm it is a full Form 8-K report, not just an announcement of a report publication (RPA). Therefore, the correct classification is Regulatory Filings (RNS).
2024-03-11 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 details fall under the category 'Notice of Dividend Amount (DIV)'. The document length is under 5,000 characters and is an announcement rather than a full report, so it is not an Annual Report or Earnings Release. Therefore, the correct classification is DIV with high confidence.
2024-02-15 English
SEC SCHEDULE 13G
Major Shareholding Notification
2024-02-09 English
8-K
Regulatory Filings Classification · 95% confidence The document is a Form 8-K Current Report filed with the SEC, dated January 25, 2024. It announces the issuance of a press release reporting financial results for the fourth quarter ended December 31, 2023, and references an investor presentation available on the company's website. The document itself does not contain the financial results or detailed financial statements but rather announces their release and availability elsewhere. The length is 4505 characters, which is relatively short and consistent with an announcement rather than a full report. According to the 'Menu vs Meal' rule, this is an announcement of a report, not the report itself. Therefore, the appropriate classification is Regulatory Filings (RNS), which is the fallback category for such SEC filings that announce or furnish information but do not contain the full report or detailed financial data.
2024-01-25 English
Major Shareholding Notification 2024
Major Shareholding Notification
2024-01-25 English

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