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FINANCIAL INSTITUTIONS INC — Investor Relations & Filings

Ticker · FISI ISIN · US3175854047 US Financial and insurance activities
Filings indexed 1,336 across all filing types
Latest filing 2018-03-28 Board/Management Inform…
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
LIVE FILING
Board/Management Information Classification · 95% confidence The document is a Form 8-K current report filed with the SEC, dated March 27, 2018. It reports the departure of a director and changes to the board size, as well as the announcement of the date and location of the upcoming Annual Meeting. The content focuses on management and board changes and meeting announcements, not on financial results or detailed reports. The key section is Item 5.02, which relates to departure and election of directors, fitting the category of Board/Management Information. The document is not a full annual or quarterly report, nor an earnings release or proxy statement. Therefore, the appropriate classification is MANG (Board/Management Information). The confidence is high given the clear content and form type.
2018-03-28 English
LIVE FILING
Board/Management Information Classification · 95% confidence The document is a Form 8-K filed with the SEC, dated March 16, 2018. It reports the dismissal of the previous independent registered public accounting firm (KPMG LLP) and the appointment of a new one (RSM US LLP) for the fiscal year ending December 31, 2018. It includes details about the audit reports for prior fiscal years, absence of disagreements or reportable events, and a letter from KPMG as an exhibit. The content focuses on changes in the company's certifying accountant, which is a management and governance-related disclosure rather than a full audit report or annual report. The document is not a full audit report itself but an announcement of a change in auditor, which fits the category of Board/Management Information (MANG).
2018-03-22 English
FORM 10-K
Annual Report FY 2017
2018-03-14 English
FORM 4/A SUBMISSION
Director's Dealing
2018-03-07 English
FORM 4 SUBMISSION
Director's Dealing
2018-03-01 English
FORM 4 SUBMISSION
Director's Dealing
2018-03-01 English

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