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Financial Institutions (FISI)

Financial Institutions, Inc. provides diversified financial services through its subsidiaries Five Star Bank, SDN, Courier Capital and HNP Capital. Five Star Bank provides a wide range of consumer and commercial banking and lending services to individuals, municipalities and businesses through a network of more than 45 offices throughout Western and Central New York State. SDN provides a broad range of insurance services to personal and business clients. Courier Capital and HNP Capital provide customized investment management, investment consulting and retirement plan services to individuals, businesses, institutions, foundations and retirement plans. Financial Institutions, Inc. and its subsidiaries employ approximately 600 individuals.

Company profile

Ticker
FISI
Exchange
CEO
Martin Kearney Birmingham
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Subsidiaries
SDN Insurance Agency, LLC • Courier Capital, LLC • HNP Capital, LLC • Corn Hill Innovation Labs, LLC • Five Star REIT, Inc. ...
IRS number
160816610

FISI stock data

Investment data

Data from SEC filings
Securities sold
Number of investors

Calendar

9 May 22
26 Jun 22
31 Dec 22
Quarter (USD) Mar 22 Dec 21 Sep 21 Jun 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD) Dec 21 Dec 20 Dec 19 Dec 18
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
14 Jun 22 Mark Zupan Common Stock Grant Acquire A No No 0 1,130 0 3,313
14 Jun 22 Mark Zupan Common Stock Grant Acquire A No No 26.53 470 12.47K 2,183
14 Jun 22 VanGelder Kim E Common Stock Grant Acquire A No No 0 1,130 0 18,824
14 Jun 22 VanGelder Kim E Common Stock Grant Acquire A No No 26.53 1,083 28.73K 17,694
14 Jun 22 Samuel M Gullo Common Stock Grant Acquire A No No 0 1,130 0 31,004
14 Jun 22 Mauricio F Riveros Common Stock Grant Acquire A No No 0 1,130 0 2,609
14 Jun 22 Mauricio F Riveros Common Stock Grant Acquire A No No 26.53 234 6.21K 1,479
14 Jun 22 Latella Robert N Common Stock Grant Acquire A No No 0 1,130 0 25,662
68.4% owned by funds/institutions
13F holders Current Prev Q Change
Total holders 129 126 +2.4%
Opened positions 14 24 -41.7%
Closed positions 11 11
Increased positions 39 41 -4.9%
Reduced positions 48 38 +26.3%
13F shares Current Prev Q Change
Total value 318.31M 785.8M -59.5%
Total shares 10.47M 10.73M -2.4%
Total puts 45K 44.3K +1.6%
Total calls 50K 51.5K -2.9%
Total put/call ratio 0.9 0.9 +4.6%
Largest owners Shares Value Change
Dimensional Fund Advisors 1.26M $37.93M +0.8%
BLK Blackrock 1.2M $36.15M +2.6%
Vanguard 763.34K $23M +0.9%
FMR 718.17K $21.64M -7.1%
Commonwealth Equity Services 570.16K $17.18M -0.1%
STT State Street 494.21K $15M +30.6%
LSV Asset Management 424.35K $12.79M -2.7%
CNND Canandaigua National 346.47K $10.44M -1.8%
Renaissance Technologies 286K $8.62M -18.0%
Geode Capital Management 270.1K $8.14M -8.0%
Largest transactions Shares Bought/sold Change
STT State Street 494.21K +115.7K +30.6%
EJF Capital 0 -92.05K EXIT
Renaissance Technologies 286K -62.8K -18.0%
Charles Schwab Investment Management 181.79K -55.99K -23.5%
FMR 718.17K -55.24K -7.1%
Community Capital Management 12K -48.1K -80.0%
BLK Blackrock 1.2M +30.18K +2.6%
Martingale Asset Management L P 18.6K -29.4K -61.2%
J.W. Cole Advisors 28.39K +28.39K NEW
JPM JPMorgan Chase & Co. 158.63K -27.44K -14.7%

Financial report summary

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Content analysis

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Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. sophomore Avg
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Removed: APR, ATM, BB, behavior, CD, closely, Codification, compounded, construction, deducted, downgrade, downgraded, flowing, frequency, hospitality, insufficient, monthly, penalty, Phone, precipitated, receiving, reinitiated, retrospective, waived