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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 2014-05-23 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 · 100% confidence The document is a Form 8-K filing with the SEC, dated May 21, 2014. The content focuses on the departure, appointment, or compensatory arrangements of a senior officer, specifically detailing a Supplemental Executive Retirement Agreement with Richard J. Harrison. This type of disclosure about changes in senior management and related agreements fits the category of Board/Management Information (MANG). The document is not a full financial report, earnings release, or other report types, but rather a regulatory announcement about management arrangements.
2014-05-23 English
FORM 8-K
Notice of Dividend Amount Classification · 95% confidence The document is a Form 8-K current report filed with the SEC, dated May 21, 2014. It includes an Item 7.01 Regulation FD Disclosure referencing an attached investor presentation (Exhibit 99.1) and an Item 8.01 Other Events section announcing a cash dividend declaration with details on dividend amounts and payment dates (Exhibit 99.2). The document itself is relatively short (3489 characters) and primarily serves as an announcement of these events rather than containing full financial statements or detailed analysis. The presence of an investor presentation and a dividend declaration announcement suggests two possible classifications: Investor Presentation (IP) for the presentation and Notice of Dividend Amount (DIV) for the dividend announcement. However, since the document is a Form 8-K filing that includes both, and the dividend declaration is explicitly detailed with amounts and payment dates, the primary actionable content is the dividend announcement. According to the rules, announcements of dividend amounts and payment details are classified as Notice of Dividend Amount (DIV). Therefore, the best classification for this document is DIV with high confidence.
2014-05-21 English
LIVE FILING
Declaration of Voting Results & Voting Rights Announcements Classification · 95% confidence The document is a Form 8-K filing dated May 7, 2014, which reports the submission of matters to a vote of security holders at the company's Annual Meeting. It details the election of directors, ratification of the appointment of the independent auditor, and approval of executive compensation. The document also includes an announcement of new board members. The content is focused on voting results and board changes rather than a full annual report or financial statements. Given the detailed voting results and the nature of the content, this fits the category of Declaration of Voting Results & Voting Rights Announcements (DVA). The document length is under 5,000 characters, but it contains substantive voting results, not just an announcement of a report, so it is not an RPA. Therefore, the best classification is DVA with high confidence.
2014-05-09 English
FORM 4 SUBMISSION
Director's Dealing
2014-05-09 English
FORM 4 SUBMISSION
Director's Dealing
2014-05-09 English
FORM 4 SUBMISSION
Director's Dealing
2014-05-09 English

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