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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 2019-11-26 Notice of Dividend Amou…
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
8-K
Notice of Dividend Amount Classification · 100% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce major events. The content specifically announces the declaration of a cash dividend and preferred stock dividends, including payment dates and record dates. There is no detailed financial statement or comprehensive report included, only a press release about dividends. 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 it is not a full financial report but an announcement. Therefore, the correct classification is DIV.
2019-11-26 English
10-Q
Interim / Quarterly Report Q3 2019
2019-11-06 English
8-K
Investor Presentation Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated November 4, 2019, by Financial Institutions, Inc. The key content is Item 7.01 Regulation FD Disclosure, which states that the company made available an investor presentation on its website. The document explicitly states that the presentation is not filed but furnished and is not incorporated by reference. The document itself does not contain the investor presentation but announces its availability. The document length is 4015 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 (investor presentation) rather than the report itself. Therefore, the correct classification is Investor Presentation (IP).
2019-11-04 English
8-K
Earnings Release 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 text specifically mentions Item 2.02 Results of Operations and Financial Condition, indicating a press release reporting financial results for the third quarter ended September 30, 2019. It also references an investor presentation available on the company's website. The document itself is a short filing (4479 characters) that furnishes a press release and points to an external presentation, but does not contain the full financial statements or detailed analysis. This matches the characteristics of an Earnings Release (ER), which is the initial announcement of quarterly financial results with key highlights only. Therefore, the correct classification is ER with high confidence.
2019-10-29 English
FORM 4 SUBMISSION
Director's Dealing
2019-09-16 English
8-K
Regulatory Filings Classification · 95% confidence The document is a Form 8-K current report filed with the SEC, dated August 27, 2019. It primarily discloses that the company has made an investor presentation available on its website. The text explicitly states that the presentation is available online and that this Form 8-K is furnishing this information pursuant to Item 7.01 (Regulation FD Disclosure). There is no actual investor presentation content included in the document, only a notice of its availability. The document length is 4013 characters, which is relatively short and consistent with an announcement rather than a full report. According to the rules, when a document announces the availability of a report or presentation without including the full content, it should be classified as Regulatory Filings (RNS) rather than Investor Presentation (IP). Therefore, the correct classification is Regulatory Filings (RNS).
2019-08-27 English

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