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.
| 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 |
| 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 |
| Scott D. Bader | Senior Vice President and Chief Information Security Officer |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| 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 |
| Apr 1, 2024 | 8-K | Current Report |
| Mar 27, 2024 | 8-K | Current Report |
| Mar 14, 2024 | 8-K | Current Report |
| Mar 13, 2024 | 10-K | Annual Report |
| Mar 11, 2024 | 8-K | Current Report |
| Feb 15, 2024 | 8-K | Current Report |
| Feb 9, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |