Plants William Jack II — SEC Form 4 filings
SEC reporting owner CIK 1846495. 9 Form 4 filings on record with FilingPulse; latest filed 2026-03-23.
Transaction summary — filings shown
Covers all 9 filings on record, filed 2024-03-11 to 2026-03-23. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 2 legs across 2 filings — 3,460 shares, $89,879 total (shares × price as filed).
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 12.
- Largest priced transaction: purchase of 2,800 shares @ $25.00 ($70,000) in FINANCIAL INSTITUTIONS INC, filed 2024-12-16.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| FINANCIAL INSTITUTIONS INC (FISI) | Chief Financial Officer | 9 | 2 legs · 3,460 sh · $89,879 | — | 12 |
Form 4 filings — Plants William Jack II
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-03-23 | 4 | FINANCIAL INSTITUTIONS INC (FISI) | Option exercise (M): 2,898 · Tax withholding (F): 1,044 @ $30.59 · Option exercise (M): 2,898 (derivative) @ $0 | EDGAR |
| 2026-03-12 | 4 | FINANCIAL INSTITUTIONS INC (FISI) | Purchase (P): 660 @ $30.12 | EDGAR |
| 2026-03-06 | 4 | FINANCIAL INSTITUTIONS INC (FISI) | Holdings only — no transactions reported | EDGAR |
| 2025-03-21 | 4/A | FINANCIAL INSTITUTIONS INC (FISI) | Holdings only — no transactions reported | EDGAR |
| 2025-03-18 | 4 | FINANCIAL INSTITUTIONS INC (FISI) | Option exercise (M): 2,604 · Tax withholding (F): 935 @ $26.05 · Option exercise (M): 1,000 (derivative) @ $0 · Option exercise (M): 1,604 (derivative) @ $0 | EDGAR |
| 2025-03-07 | 4 | FINANCIAL INSTITUTIONS INC (FISI) | Holdings only — no transactions reported | EDGAR |
| 2024-12-16 | 4 | FINANCIAL INSTITUTIONS INC (FISI) | Purchase (P): 2,800 @ $25 | EDGAR |
| 2024-03-21 | 4 | FINANCIAL INSTITUTIONS INC (FISI) | Option exercise (M): 3,578 · Tax withholding (F): 1,288 @ $18.29 · Grant/award (A): 2,132 (derivative) @ $0 · Option exercise (M): 2,132 (derivative) @ $0 · Option exercise (M): 1,446 (derivative) @ $0 | EDGAR |
| 2024-03-11 | 4 | FINANCIAL INSTITUTIONS INC (FISI) | Holdings only — no transactions reported | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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