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Plants William Jack II

Chief Financial Officer | Officer

Identity: SEC reporting-owner CIK · Reporting-owner CIK: 0001846495

Purchase history

Companies traded
1
Purchases · 12M
1
Purchases · 24M
2
Average purchase
$44.9K
Median purchase
$44.9K
Gross purchase value
$89.9K

Companies: FINANCIAL INSTITUTIONS INC

2 SEC accession(s) · 0 joint-owner event(s). Values are reported Form 4 transaction values in USD.

Qualifying purchase disclosures

PublishedCompanyTickerRoleReported valueSEC source
2026-03-12FINANCIAL INSTITUTIONS INCFISIChief Financial Officer | Officer$19.9KOpen filing
2024-12-16FINANCIAL INSTITUTIONS INCFISIChief Financial Officer | Officer$70.0KOpen filing

Post-purchase outcomes

Excess return = stock return − S&P 500 ETF (SPY adjusted close) return. Returns start on the first shared trading session on or after publication.

No completed point-in-time price outcome is available yet.

Research patterns

First purchase in 12M
1/1
Large purchase ≥ $100k
0/2
Cluster buying · 15D
1/2
Buying the dip
0/—

Routine / opportunistic: Not classifiable. These labels never affect the score or ranking.

Small samples remain visible but are not scored. This research enrichment never affects US-v1.1.