Financial Institutions, Inc. (FISI)

NASDAQ: FISI · IEX Real-Time Price · USD
16.82
+0.11 (0.66%)
Sep 28, 2023, 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 offers 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 also provides 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 672
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 Senior Vice President, Chief Financial Officer and Treasurer
Sean M. Willett Executive Vice President and Chief Administrative Officer
Samuel J. Burruano Jr. Executive Vice President, Chief Legal Officer and Corporate Secretary
Justin K. Bigham Executive Vice President and Chief Community Banking Officer
Kevin B. Quinn Senior Vice President and Chief Commercial Banking Officer
Sonia Marie Dumbleton Senior Vice President, Controller and Principal Accounting Officer
Kate Croft Director of Investor and External Relations
Michael David Grover CPA Senior Vice President, Director of Financial Planning and Analysis and Tax
Joseph L. Dugan Senior Vice President and Chief Experience and Go to Market Officer of Five Star Bank

Latest SEC Filings

Date Type Title
Sep 20, 2023 8-K Current Report
Aug 21, 2023 8-K Current Report
Aug 7, 2023 10-Q Quarterly Report
Jul 27, 2023 8-K Current Report
Jun 22, 2023 8-K Current Report
Jun 21, 2023 11-K Annual report of employee stock purchase, savings and similar plans
May 24, 2023 8-K Current Report
May 9, 2023 10-Q/A [Amend] Quarterly report
May 8, 2023 10-Q Quarterly Report
May 1, 2023 8-K Current Report