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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 2016-04-13 Proxy Solicitation & In…
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
Proxy Solicitation & Information Statement 2016
Proxy Solicitation & Information Statement
2016-04-13 English
PREC14A
Proxy Solicitation & Information Statement Classification · 100% confidence The document is a Schedule 14A Proxy Statement filed with the SEC, as indicated by the header and form type 'PREC14A'. It includes detailed information about the upcoming Annual Meeting of Shareholders, including election of directors, advisory vote on executive compensation, ratification of auditors, and other shareholder meeting matters. It also contains extensive discussion on board initiatives, governance, executive compensation, and board composition. The document is not a full annual report or financial statement but rather a proxy solicitation document intended to inform shareholders and solicit their votes. This matches the definition of Proxy Solicitation & Information Statement (PSI). The document length is substantial (15,000 characters), indicating it is the full proxy statement, not just an announcement. Therefore, the correct classification is PSI with high confidence.
2016-04-08 English
DEFA14A
Remuneration Information Classification · 95% confidence The document is a Schedule 14A filing, which is a proxy statement filed with the SEC related to solicitation of shareholder votes for an upcoming Annual Meeting. It includes details about director nominations, proxy solicitation, and instructions for shareholders to review the proxy materials. The text explicitly mentions it is a proxy statement pursuant to Section 14(a) of the Securities Exchange Act of 1934 and discusses the 2016 Annual Meeting of Shareholders. It is not the actual proxy statement itself but rather a solicitation material related to the proxy process. The document is not an Annual Report, Earnings Release, or any other financial report. It is a solicitation/proxy statement document, which corresponds to the Remuneration Information category (DEF 14A) as proxy statements typically include executive compensation and director election information. The document length (13,772 characters) supports it being a substantive filing rather than a brief announcement. Therefore, the correct classification is DEF 14A with high confidence.
2016-04-05 English
Major Shareholding Notification 2016
Major Shareholding Notification
2016-04-05 English
LIVE FILING
Board/Management Information Classification · 100% confidence The document is a Form 8-K filed with the SEC, dated March 31, 2016. The key content is the announcement of the departure of an executive officer, Richard J. Harrison, from his position as Executive Vice President and COO, and the subsequent consulting agreement with him. This fits the category of announcements related to changes in the company's board of directors or senior management. There are no financial statements or detailed financial data, so it is not an annual or interim report. The document is not a report publication announcement or a certification. Therefore, the appropriate classification is Board/Management Information (MANG). The document length is 3768 characters, which is consistent with a typical 8-K filing for management changes.
2016-04-01 English
LIVE FILING
Regulatory Filings Classification · 95% confidence The document is a Form 8-K filing dated March 23, 2016, from Financial Institutions, Inc. The key content is in Item 8.01 Other Events, which announces the date and details of the upcoming Annual Meeting of Shareholders. It states that a press release about the Annual Meeting is furnished as an exhibit. The document does not contain financial statements, detailed reports, or management discussion. It is primarily an announcement of the Annual Meeting date and record date, not the meeting materials or results. The document length is 3085 characters, which is relatively short and consistent with an announcement rather than a full report. Therefore, this filing is best classified as a Regulatory Filing (RNS) because it is a general regulatory announcement that does not fit into more specific categories like AGM Information or Proxy Solicitation. It is not a report itself but an announcement related to the Annual Meeting.
2016-03-23 English

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