Company Information
USD
17.36
- (5.7%)
NASDAQ:FISI, FINANCIAL INSTITUTIONS, INC.
Industry: Banks - Regional
End of Day: 19 April 2024 GMT-4
Financial Institutions Inc operates as a financial holding company, engages in the provision of a wide range of consumer and commercial banking services to individuals, municipalities, and businesses in Western and Central New York. It operates through the following segments: The Banking segment which includes all of the company's retail and commercial banking operations and All Other includes the activities of SDN, a full-service insurance agency that provides a broad range of insurance services to both personal and business clients.
Address
220 Liberty Street
Website
Classification
Sector
Financial Services
Industry Group
Banks
Industry
Banks - Regional
Key Executives
Mr. Sandra L Byers
Other Corporate Officer
Mr. Reid A. Whiting
Other Executive Officer
Mr. Blake G. Jones
Chief Marketing Officer/Senior VP
Dr. Mark A. Zupan
Director
Mr. Martin K. Birmingham
CEO/CEO, Subsidiary/Director/President/President, Subsidiary
Mr. Samuel M. Gullo
Director
Mr. Robert N. Latella
Director
Ms. Susan R. Holliday
Chairman of the Board/Director
Ms. Sonia M. Dumbleton
Chief Accounting Officer/Controller/Controller, Subsidiary/Senior VP/Senior VP, Subsidiary
Mr. Andrew W. Dorn, Jr.
Director
Mr. Robert M. Glaser
Director
Ms. Kim E. VanGelder
Director
Mr. Samuel J. Burruano, Jr
Chief Legal Officer/Executive VP/Executive VP, Subsidiary/General Counsel/General Counsel, Subsidiary/Other Executive Officer/Secretary/Secretary, Subsidiary
Mr. Donald K. Boswell
Director
Ms. Dawn H. Burlew
Director
Mr. Kevin B. Quinn
Other Executive Officer/Senior VP
Mr. W. Jack Plants, II
CFO/CFO, Subsidiary/Executive VP/Executive VP, Subsidiary/Treasurer/Treasurer, Subsidiary
Mr. Mauricio F. Riveros
Director
Ms. Laurie R. Collins
Other Executive Officer/Senior VP
Mr. Bruce W. Harting
Director
Mr. Gary A. Pacos
Other Executive Officer/Senior VP, Subsidiary
Ownership
Institution Holdings
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450,573 (2.924%)
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353,400 (2.294%)
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344,957 (2.239%)
Geode Capital Management, LLC
325,359 (2.112%)
Individual Holdings
Mr. Martin K. Birmingham
112,277 (0.729%)
Mr. Robert M. Glaser
36,784 (0.239%)
Ms. Susan R. Holliday
35,034 (0.228%)
Mr. Samuel M. Gullo
34,839 (0.227%)
Mr. Andrew W. Dorn, Jr.
32,422 (0.211%)
Mr. Robert N. Latella
27,497 (0.179%)
Ms. Kim E. VanGelder
25,112 (0.163%)
Ms. Dawn H. Burlew
14,920 (0.097%)
Mr. Donald K. Boswell
11,786 (0.077%)
Ms. Sonia M. Dumbleton
7,398 (0.048%)
Funds Holdings
iShares Russell 2000 ETF
395,216 (2.565%)
Vanguard Institutional Extnd Mkt Idx Tr
224,293 (1.456%)
DFA US Small Cap Value Portfolio
218,497 (1.418%)
Avantis US Small Cap Value ETF
184,412 (1.197%)
Fidelity Small Cap Index Fund
150,363 (0.976%)
iShares Russell 2000 Value ETF
148,588 (0.964%)
Fidelity Extended Market Index Fund
86,966 (0.564%)
BlackRock Advantage Small Cap Core Fund
67,800 (0.440%)
PGIM Quant Small Cap value Equity
64,127 (0.416%)
PGIM Quant Solutions Small-Cap Val Fd
58,727 (0.381%)
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