Financial Institutions, Inc. (FISI)
NASDAQ: FISI · IEX Real-Time Price · USD
22.09
-0.18 (-0.81%)
Jul 19, 2024, 4:00 PM EDT - Market closed

Company Description

Financial Institutions, Inc. operates as a holding company for the Five Star Bank, a chartered bank that provides banking and financial services to individuals, municipalities, and businesses in New York.

The company provides checking and savings account programs, including money market accounts, certificates of deposit, sweep investments, and individual retirement and other qualified plan accounts, as well as NOW accounts.

Its loan products include term loans and lines of credit; short and medium-term commercial loans for working capital, business expansion, and purchase of equipment; commercial business loans to the agricultural industry; commercial mortgage loans; one-to-four family residential mortgage loans, home improvement loans, closed-end home equity loans, and home equity lines of credit; and consumer loans, such as automobile, secured installment, and personal loans.

The company offers personal insurance products, including automobile, homeowners, boat, recreational vehicle, landlord, and umbrella coverage; commercial insurance comprising property, liability, automobile, inland marine, workers compensation, bonds, crop, and umbrella insurance products; and financial services, such as life and disability insurance, medicare supplements, long-term care, annuities, mutual funds, and retirement programs.

In addition, it offers customized investment advisory, wealth management, investment consulting, and retirement plan services, as well as operates a real estate investment trust that holds residential mortgages and commercial real estate loans.

Financial Institutions, Inc. was founded in 1817 and is headquartered in Warsaw, New York.

Financial Institutions, Inc.
Financial Institutions logo
Country United States
Founded 1817
IPO Date Jun 25, 1999
Industry Banks - Regional
Sector Financials
Employees 624
CEO Martin K. Birmingham

Contact Details

Address:
220 Liberty Street
Warsaw, New York 14569
United States
Phone (585) 786-1100
Website fiiwarsaw.com

Stock Details

Ticker Symbol FISI
Exchange NASDAQ
Fiscal Year January - December
Reporting Currency USD
CIK Code 0000862831
CUSIP Number 317585404
ISIN Number US3175854047
Employer ID 16-0816610
SIC Code 6021

Key Executives

Name Position
Martin K. Birmingham President, Chief Executive Officer and Director
William Jack Plants II Executive Vice President, Chief Financial Officer and Treasurer
Kevin B. Quinn Senior Vice President and Chief Commercial Banking Officer
Sandra L. Byers Senior Vice President, Controller and Principal Accounting Officer
Kate Croft Director of Investor and External Relations
Samuel J. Burruano Jr. Executive Vice President, Chief Legal Officer and Corporate Secretary
Blake G. Jones Senior Vice President and Chief Marketing Officer
Laurie R. Collins Chief Human Resources Officer
Michael David Grover CPA Senior Vice President, Director of Financial Planning and Analysis and Tax
Craig J. Burton Senior Vice President, Commercial Real Estate Executive and Finger Lakes/Southern Tier NY Regional President

Latest SEC Filings

Date Type Title
Jun 25, 2024 8-K Current Report
Jun 21, 2024 11-K Annual report of employee stock purchase, savings and similar plans
Jun 18, 2024 8-K Current Report
Jun 6, 2024 8-K Current Report
May 22, 2024 8-K Current Report
May 6, 2024 10-Q Quarterly Report
Apr 25, 2024 8-K Current Report
Apr 12, 2024 ARS Filing
Apr 12, 2024 DEFA14A Additional definitive proxy soliciting materials and Rule 14(a)(12) material
Apr 12, 2024 DEF 14A Other definitive proxy statements