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Public ownership evidence

Financial Institutions Inc (FISI) Ownership Disclosures

Read FISI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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2026-11-032026-11-02DORN ANDREW W JRP1,575Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-11-02 and its public availability date is 2026-11-03. Subtracting those calendar dates gives 1 day of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code P: a purchase. A purchase code is only one eligibility check. Confirm reporting-owner role, amendment lineage and coverage before treating it as a strategy input.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001193125-26-445315 ↗SEC 0001193125-26-381871 ↗13F 0001081019-26-000020 ↗

Recent Form 4 activity

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2026-11-032026-11-02DORN ANDREW W JRP1,575Not reported
2026-09-042026-09-02Zupan MarkP608Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25271$10,561None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2510,561$271,000None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-208,625$336,116None
Empowered Funds, LLC2026-06-302026-08-18109,154$4,253,731None
Graham Capital Management, L.P.2026-06-302026-08-1512,162$473,953None
SEI INVESTMENTS CO2026-06-302026-08-1530,101$1,173,036None
SEI INVESTMENTS CO2026-06-302026-08-15689$26,860None
JPL Wealth Management, LLC2026-06-302026-08-155$195None
Rafferty Asset Management, LLC2026-06-302026-08-158,833$344,222None
Basecamp Wealth Advisors LLC2026-06-302026-08-1580$3,118None
XTX Topco Ltd2026-06-302026-08-1520,707$806,952None
BAYVIEW ASSET MANAGEMENT, LLC2026-06-302026-08-1550,000$1,948,500None
Stonebrook Private Inc.2026-06-302026-08-158,759$341,325None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15162,212$6,321,402None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15162,212$6,321,402None
Qube Research & Technologies Ltd2026-06-302026-08-15193,831$7,553,594None
OSAIC HOLDINGS, INC.2026-06-302026-08-1589$3,468None
OSAIC HOLDINGS, INC.2026-06-302026-08-15418$16,289None
Squarepoint Ops LLC2026-06-302026-08-1510,995$428,475None
Man Group plc2026-06-302026-08-1537,570$1,464,103None
Ategra Capital Management, LLC2026-06-302026-08-15564,100$21,982,977None
Trexquant Investment LP2026-06-302026-08-1574,811$2,915,385None
MetLife Investment Management, LLC2026-06-302026-08-1511,705$456,144None
Engineers Gate Manager LP2026-06-302026-08-157,836$305,369None
Legal & General Group Plc2026-06-302026-08-152,074$80,824None
Legal & General Group Plc2026-06-302026-08-151,916$74,667None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-156,100$237,717Put
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC2026-06-302026-08-1516,185$630,729None
Cutler Capital Management, LLC2026-06-302026-08-1549,428$1,926,191None
MILLENNIUM MANAGEMENT LLC2026-06-302026-08-1523,393$911,625None
Thrivent Financial for Lutherans2026-06-302026-08-1519,401$756,000None
Thrivent Financial for Lutherans2026-06-302026-08-1514,256$556,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15550$21,412None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1519,427$757,303None
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC2026-06-302026-08-15199,502$7,774,593None
Curi Capital, LLC2026-06-302026-08-1517$639None
Curi Capital, LLC2026-06-302026-08-15100,000$3,897,000None
Cerity Partners LLC2026-06-302026-08-151,135$44,232None
Cerity Partners LLC2026-06-302026-08-154,490$174,975None
ADAGE CAPITAL PARTNERS GP, L.L.C.2026-06-302026-08-15834,969$32,538,742None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-157$273None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15965$37,606None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-151,746$68,042None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15247,781$9,656,026None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15999$38,931None
ROYAL BANK OF CANADA2026-06-302026-08-15484$19,000None
ROYAL BANK OF CANADA2026-06-302026-08-1563$2,000None
ROYAL BANK OF CANADA2026-06-302026-08-15618$24,000None
ROYAL BANK OF CANADA2026-06-302026-08-1560$2,000None
ALLIANCEBERNSTEIN L.P.2026-06-302026-08-15245,258$7,777,131None

90-day public filing window, up to 50 source positions.

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗MERCER GLOBAL ADVISORS INC /ADV ↗Empowered Funds, LLC ↗Graham Capital Management, L.P. ↗SEI INVESTMENTS CO ↗SEI INVESTMENTS CO ↗JPL Wealth Management, LLC ↗Rafferty Asset Management, LLC ↗Basecamp Wealth Advisors LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.