Skip to main content
FINANCIAL INSTITUTIONS INC logo

FINANCIAL INSTITUTIONS INC — Investor Relations & Filings

Ticker · FISI ISIN · US3175854047 US Financial and insurance activities
Open in API
Filings indexed 1,336 across all filing types
Latest filing 2020-08-05 Interim / Quarterly Rep…
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
10-Q
Interim / Quarterly Report Q2 2020
2020-08-05 English
8-K/A
Regulatory Filings Classification · 95% confidence The document is a Form 8-K/A, which is an amendment to a previously filed Form 8-K. It provides updated disclosures about management's decision to close branches and incur restructuring charges. The document is a current report filed under the Securities Exchange Act of 1934, focusing on operational updates and cost estimates related to exit activities. It does not contain comprehensive financial statements or detailed financial performance data typical of annual or quarterly reports. It is not a report publication announcement since it contains substantive disclosure rather than just announcing a report. The content fits the category of a regulatory filing providing material event updates that do not fall under other specific categories. Therefore, the appropriate classification is Regulatory Filings (RNS). The document length and detail support a high confidence in this classification.
2020-07-30 English
8-K
Regulatory Filings Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated July 29, 2020, reporting the issuance of a press release with financial results for the second quarter ended June 30, 2020. It also mentions an investor presentation available on the company's website. The document itself does not contain detailed financial statements or substantive financial data but rather announces the release of these materials. The length is 4443 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 and not the report itself. Therefore, the appropriate classification is Regulatory Filings (RNS), which is the fallback category for such announcements and miscellaneous filings that do not fit other categories.
2020-07-29 English
8-K
Regulatory Filings Classification · 95% confidence The document is a Form 8-K Current Report filed with the SEC, dated July 17, 2020. It announces management's decision to close six branches and reduce staffing as part of a strategic transformation. The document includes a press release as an exhibit and does not contain detailed financial statements or substantive financial data. It is primarily an announcement of a corporate event (branch closures and workforce reduction) rather than a financial report or earnings release. The document length is 7644 characters, which is sufficient for a detailed announcement but does not constitute a full financial report. Therefore, this filing is best classified as a Regulatory Filing (RNS), which is the fallback category for miscellaneous filings that do not fit other specific categories.
2020-07-23 English
8-K
Board/Management Information Classification · 100% confidence The document is a Form 8-K Current Report filed with the SEC, dated June 26, 2020. The key content is the announcement of the departure of an executive officer, William L. Kreienberg, including details of his separation agreement and compensatory arrangements. There is no financial data or comprehensive report content; rather, it is an announcement of a management change. According to the filing definitions, announcements of changes in senior management fall under Board/Management Information (MANG). The document length is about 4853 characters, which is consistent with a detailed announcement but not a full financial report. Therefore, the appropriate classification is MANG with high confidence.
2020-07-01 English
11-K
Annual Report Classification · 95% confidence The document is a Form 11-K filed with the SEC, which is an annual report for employee stock purchase, savings, and similar plans. It covers the fiscal year ended December 31, 2019, and includes audited financial statements, notes, and auditor opinions. The content includes detailed financial statements and notes, not just an announcement or certification. The document length is substantial (15,000 characters), indicating it is the full report, not a brief announcement. Therefore, it fits the definition of an Annual Report (10-K) type filing for employee benefit plans, which is classified under the 10-K code in this taxonomy.
2020-06-19 English

Browse filings by year

17 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.