Form 4 for FISI FINANCIAL INSTITUTIONS INC
Accepted 2026-03-23 00:00:00 ET · period of report 2026-03-20 · accession 0001193125-26-119711 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2026-03-23 | 2026-03-20 | FISI | Plants William Jack II | CFO | M - OptEx | — | +2,898 | 9,057 | +47% | — |
| D | 2026-03-23 | 2026-03-20 | FISI | Plants William Jack II | CFO | F - Tax | $30.59 | -1,044 | 8,013 | -12% | -$31.9K |
| D | 2026-03-23 | 2026-03-20 | FISI | Plants William Jack II | CFO | M - OptEx | $0.00 | -2,898 | 0 | -100% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2026-03-20 | M | A | 2,898 | — | 9,057 | D | — | — | (F1) Each restricted stock unit represents a contingent right to receive one share of FISI common stock. |
| 2 | Common | Common Stock | 2026-03-20 | F | D | 1,044 | $30.59 | 8,013 | D | — | — | |
| 3 | Derivative | Restricted Stock Unit | 2026-03-20 | M | D | 2,898 | $0.00 | 0 | D | — · 2026-03-20 to 2026-03-20 | 2,898 Common Stock | (F3) Restricted stock units convert into shares of common stock on a one-for-one basis. |