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Financial Institutions Inc.’s Chief Financial Officer, William Jack Plants II, bought 660 shares of common stock in an open‑market purchase at $30.119 per share. After this transaction, he directly owns 6,159 common shares.
He also has indirect holdings reported as 1,700 shares held in a 401(k) plan and 4,937 shares held in an IRA, providing additional retirement‑focused exposure to the company’s stock.
Financial Institutions, Inc. reported that longtime director Donald K. Boswell will retire from the boards of the company and its wholly owned subsidiary, Five Star Bank. He informed the board on March 4, 2026, that he will not stand for re-election at the 2026 Annual Meeting of Shareholders.
His retirement will take effect immediately following the 2026 Annual Meeting, after nine years of board service. The company states that his decision reflects his intent to pursue outside interests and was not due to any disagreement with the company, its management, operations, policies, or practices.
Financial Institutions, Inc., parent of Five Star Bank and Courier Capital, presents itself as a New York–based community-focused financial group with a growing digital and physical footprint. As of December 31, 2025, the Company reported consolidated assets of $6.27 billion, deposits of $5.21 billion and shareholders’ equity of $628.9 million.
Five Star Bank operates 48 branches across Western and Central New York plus commercial loan production offices in Maryland and Syracuse, with $6.24 billion in assets, $4.61 billion in net loans, $1.01 billion in investment securities, $5.29 billion in deposits and $662.3 million in equity. Courier Capital manages $3.60 billion in client assets and generated $11.6 million of revenue in 2025, providing investment advisory and wealth management services.
The Company emphasizes a community bank strategy, diversified lending across commercial, residential and consumer indirect portfolios, and disciplined credit administration under a CECL-based allowance framework. It highlights extensive regulatory oversight, evolving cybersecurity and technology risks, interest-rate and liquidity risks, competition from banks and fintechs, and targeted but cautious participation in regulated New York cannabis banking.
FINANCIAL INSTITUTIONS INC executive Eric W. Marks reported his equity holdings in a Form 4. As of the reported date, he directly holds 2,074 restricted stock units, each representing a contingent right to receive one share of FISI common stock, and no shares of common stock directly.
FINANCIAL INSTITUTIONS INC (FISI) executive updates holdings. Chief Commercial Banking Officer Kevin B. Quinn reported his current equity position as of March 5, 2026. He now holds 2,158 restricted stock units and 5,275 shares of common stock directly, plus 42 common shares held indirectly in the FISI 401(k) Plan, which includes 2 shares acquired since his last report.
FINANCIAL INSTITUTIONS INC Chief Financial Officer William Jack Plants II filed a Form 4 reporting his current equity holdings as of March 5, 2026. He holds 2,897 restricted stock units, each representing a contingent right to receive one share of FISI common stock, along with 5,499 shares of common stock held directly. He also reports indirect ownership of 1,700 common shares in a 401(k) plan and 4,937 common shares in an IRA. The filing reflects holdings only and does not report new purchases or sales.
FINANCIAL INSTITUTIONS INC (FISI) insider filing shows updated holdings for Chief Risk Officer Gary A. Pacos. The Form 4 reports direct ownership of common stock and restricted stock units as of March 5, 2026. Each restricted stock unit represents a contingent right to receive one share of FISI common stock.
FINANCIAL INSTITUTIONS INC Chief Legal Officer Samuel J. Burruano Jr filed a Form 4 reporting his current equity holdings. As of a transaction date of March 5, 2026, he directly holds 2,370 restricted stock units and 13,692 shares of common stock. Each restricted stock unit represents a contingent right to receive one share of FISI common stock, so the units function as a form of stock-based compensation that may convert into common shares in the future. The filing does not reflect any new reported purchases or sales, but updates the totals of equity awards and stock owned directly by the executive.
FINANCIAL INSTITUTIONS INC principal accounting officer Sandra L. Byers reported her shareholdings in a Form 4 filing. She directly holds restricted stock units that represent a contingent right to receive 805 shares of FISI common stock and directly holds 1,460 shares of FISI common stock. The filing reflects holdings only, with no reported purchases or sales.
Financial Institutions Inc. President & CEO Martin Kearney Birmingham reported his ownership of company securities as of March 5, 2026. He directly holds restricted stock units that each represent a contingent right to receive one share of FISI common stock, with 8,861 restricted stock units shown after the reported holdings update.
He also directly owns 130,797 shares of FISI common stock. In addition, he has indirect ownership of FISI common stock through retirement accounts, including 7,500 shares held in an IRA and 15,042 shares held in a 401(k) plan. The filing lists these positions without identifying them as purchases or sales.