| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
16,040,000 |
| Market
Cap: |
276.21(M) |
| Last
Volume: |
50,257 |
Avg
Vol: |
50,735 |
| 52
Week Range: |
$15.09 - $23.01 |
|
| Level
I Sector: |
Financials |
| Level
II Sector: |
Banking |
| Level
III Sector: |
Domestic Regional Banks |
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Member Indexes:
|
| |
NASDAQ BANK |
|
NASDAQ COMPOSITE |
| |
NASDAQ NNM COMPOSITE |
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Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
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Company Profile Financial Institutions is a financial holding company. Through its subsidiary, Five Star Bank, Co. provides a range of banking services to consumer, commercial and municipal customers in Western and Central New York. Through its subsidiary, SDN Insurance Agency, LLC, Co. sells various premium-based insurance policies on a commission basis to commercial and consumer customers. Through its subsidiaries, Courier Capital, LLC and HNP Capital, LLC, Co. provides customized investment advice, wealth management, investment consulting and retirement plan services to individuals, businesses, institutions, foundations and retirement plans.
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D/I:
|
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|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
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|
Forms:
|
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|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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3m +/-:
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|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
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Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
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Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
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| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
20,390 |
22,690 |
| Total Buy Value |
$0 |
$0 |
$315,582 |
$371,162 |
| Total People Bought |
0 |
0 |
9 |
10 |
| Total Buy Transactions |
0 |
0 |
9 |
12 |
| Total Shares Sold |
0 |
0 |
0 |
0 |
| Total Sell Value |
$0 |
$0 |
$0 |
$0 |
| Total People Sold |
0 |
0 |
0 |
0 |
| Total Sell Transactions |
0 |
0 |
0 |
0 |
| End Date |
2024-02-01 |
2023-10-31 |
2023-05-02 |
2022-05-02 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Dumbleton Sonia Marie |
Senior Vice President |
• – – |
2019-02-24 |
4 |
D |
$30.38 |
$9,539 |
D/D |
(314) |
5,536 |
|
- |
|
| Dumbleton Sonia Marie |
Senior Vice President |
• – – |
2019-02-24 |
4 |
OE |
$0.00 |
$0 |
D/D |
800 |
5,850 |
|
- |
|
| Kreienberg William L |
Executive Vice President |
• – – |
2019-02-24 |
4 |
D |
$30.38 |
$13,549 |
D/D |
(446) |
2,302 |
|
- |
|
| Kreienberg William L |
Executive Vice President |
• – – |
2019-02-24 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,313 |
2,748 |
|
- |
|
| Klotzbach Kevin B |
EVP & Chief Financial Officer |
• – – |
2019-02-24 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,414 |
20,273 |
|
- |
|
| Grover Michael David |
Chief Accounting Officer |
• – – |
2019-02-24 |
4 |
D |
$30.38 |
$9,539 |
D/D |
(314) |
2,444 |
|
- |
|
| Grover Michael David |
Chief Accounting Officer |
• – – |
2019-02-24 |
4 |
OE |
$0.00 |
$0 |
D/D |
800 |
2,758 |
|
- |
|
| Case David G |
Senior Vice President |
• – – |
2019-02-24 |
4 |
D |
$30.38 |
$9,539 |
D/D |
(314) |
3,928 |
|
- |
|
| Case David G |
Senior Vice President |
• – – |
2019-02-24 |
4 |
OE |
$0.00 |
$0 |
D/D |
800 |
4,242 |
|
- |
|
| Birmingham Martin Kearney |
President & CEO |
• – – |
2019-02-24 |
4 |
D |
$30.38 |
$44,628 |
D/D |
(1,469) |
77,454 |
|
- |
|
| Birmingham Martin Kearney |
President & CEO |
• – – |
2019-02-24 |
4 |
OE |
$0.00 |
$0 |
D/D |
4,327 |
78,923 |
|
- |
|
| Dorn Andrew W Jr |
Director |
– • – |
2018-12-20 |
4 |
A |
$25.38 |
$27,461 |
D/D |
1,082 |
20,528 |
|
- |
|
| Burlew Dawn H |
Director |
– • – |
2018-12-20 |
4 |
A |
$25.38 |
$12,462 |
D/D |
491 |
2,369 |
|
- |
|
| Boswell Donald |
Director |
– • – |
2018-12-20 |
4 |
A |
$25.38 |
$12,462 |
D/D |
491 |
3,616 |
|
- |
|
| Glaser Robert M |
Director |
– • – |
2018-12-20 |
4 |
A |
$25.38 |
$15,000 |
D/D |
591 |
15,913 |
|
- |
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| Vangelder Kim E |
Director |
– • – |
2018-12-20 |
4 |
A |
$25.38 |
$24,974 |
D/D |
984 |
6,946 |
|
- |
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| Dugan Joseph L |
Senior Vice President |
• – – |
2018-10-31 |
4 |
B |
$28.55 |
$9,850 |
D/D |
345 |
1,275 |
2.74 |
- |
|
| Birmingham Martin Kearney |
President & CEO |
• – – |
2018-10-30 |
4 |
B |
$28.44 |
$56,880 |
D/D |
2,000 |
74,596 |
2.74 |
- |
|
| Birmingham Martin Kearney |
President & CEO |
• – – |
2018-08-21 |
4 |
B |
$31.95 |
$47,925 |
D/D |
1,500 |
72,596 |
2.74 |
- |
|
| Burneal Michael D |
Senior Vice President |
• – – |
2018-08-01 |
4 |
B |
$31.70 |
$15,850 |
D/D |
500 |
4,197 |
2.74 |
- |
|
| Dorn Andrew W Jr |
Director |
– • – |
2018-07-31 |
4 |
B |
$32.45 |
$29,205 |
D/D |
900 |
19,446 |
2.39 |
- |
|
| Holliday Susan R |
Director |
– • – |
2018-06-20 |
4 |
A |
$0.00 |
$0 |
D/D |
737 |
24,923 |
|
- |
|
| Latella Robert N |
Director |
– • – |
2018-06-20 |
4 |
A |
$0.00 |
$0 |
D/D |
737 |
19,839 |
|
- |
|
| Wyckoff James H |
Director |
– • – |
2018-06-20 |
4 |
A |
$0.00 |
$0 |
D/D |
737 |
272,133 |
|
- |
|
| Vangelder Kim E |
Director |
– • – |
2018-06-20 |
4 |
A |
$0.00 |
$24,984 |
D/D |
1,474 |
5,962 |
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- |
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420 Records found
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Page 8 of 17 |
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0.25 (1.43%) 
