PLANTS WILLIAM JACK II (Chief Financial Officer) exercised options at FINANCIAL INSTITUTIONS INC
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
M · 1 exercise
Filed: 3/18/2025ACC: 0000950170-25-041176
Officer· Chief Financial Officer
Since Feb 2021
-935.00
Net shares
Net seller
$24.4K
Total sold
0
Open market trades
0B · 0S
4
Total transactions
2.60K acquired · 3.54K disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
+2.60K
Price / share
—
Trade value
—
% of position
68.0%
3/16/2025
3.83K→6.43K
Common Stock
Direct
Shares
−935.00
Price / share
$26.05
Trade value
$24.36K
% of position
14.5%
3/16/2025
6.43K→5.50K
Total
Net shares
+1.67K
Net value
-$24.36K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 3/16/2025 | M · Option Exercise | +2.60K | — | — | 68.0% | 3.83K | 6.43K |
| Common Stock Direct | 3/16/2025 | F · Tax Withholding | −935.00 | $26.05 | $24.36K | 14.5% | 6.43K | 5.50K |
| Total | +1.67K | -$24.36K | ||||||
Derivative Transactions2
Restricted Stock Unit
Direct
Converts to
Common Stock
1K shares
Shares
−1K
Strike price
Held after
0.00
Exercisable
—
3/16/2025
Restricted Stock Unit
Direct
Converts to
Common Stock
1.60K shares
Shares
−1.60K
Strike price
Held after
0.00
Exercisable
—
3/16/2025
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Unit Direct | Common Stock1K shares | 3/16/2025 | M · Option Exercise | −1K | — | 0.00 | |
| Restricted Stock Unit Direct | Common Stock1.60K shares | 3/16/2025 | M · Option Exercise | −1.60K | — | 0.00 |
Non-Derivative Holdings (Post-Transaction)2
Common Stock
IndirectShares owned4.94K
Common Stock
IndirectShares owned1.63K
Total
6.56K indirect6.56K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 4.94K | Indirect |
| Common Stock | 1.63K | Indirect |
| Total | 6.56K | 6.56K indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported