Karl Valentine Anderson JR

CIK 1361954 · View on SEC EDGAR ↗

Insider

First SEC filing: May 8, 2006 · Latest: May 8, 2006

On this page

Insider at Companies where this person is a reporting insider.
Insider transactions Every share this person bought or sold, from Form 4 filings.
Derivatives Options and other derivative holdings reported by this person.
Initial holdings The stakes this person held when they first started reporting.

Insider at

FISI selling March 6, 2017

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 34 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

34 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
June 17, 2020	FISI	A	1,422	—	—	17,431 Direct	+8.88%	Acquired	(price as of 2026-08-21)
June 19, 2019	FISI	A	914	—	—	16,009 Direct	+6.05%	Acquired	(price as of 2026-08-21)
June 20, 2018	FISI	A	737	—	—	15,095 Direct	+5.13%	Acquired	(price as of 2026-08-21)
June 21, 2017	FISI	A	851	—	—	14,358 Direct	+6.30%	Acquired	(price as of 2026-08-21)
March 6, 2017	FISI	M	2,000	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-21)
March 6, 2017	FISI	S	5	$34.06	$170	13,493 Direct	-0.04%	Disposed	19.4% (price as of 2026-08-21)
March 6, 2017	FISI	S	1,155	$34.41	$39,744	13,498 Direct	-7.88%	Disposed	18.2% (price as of 2026-08-21)
March 6, 2017	FISI	M	2,000	$19.73	$39,460	14,653 Direct	+15.81%	Acquired	106.1% (price as of 2026-08-21)
Dec. 28, 2016	FISI	L	4	$34.03	$136	13,507 Direct	+0.03%	Acquired	19.5% (price as of 2026-08-21)
Sept. 28, 2016	FISI	L	5	$27.14	$136	13,503 Direct	+0.04%	Acquired	49.9% (price as of 2026-08-21)
June 29, 2016	FISI	L	5	$25.47	$127	13,498 Direct	+0.04%	Acquired	59.7% (price as of 2026-08-21)
June 3, 2016	FISI	A	880	—	—	12,653 Direct	+7.47%	Acquired	(price as of 2026-08-21)
April 29, 2016	FISI	M	2,000	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-21)
April 29, 2016	FISI	S	1,410	$28.44	$40,100	11,773 Direct	-10.70%	Disposed	43.0% (price as of 2026-08-21)
April 29, 2016	FISI	M	2,000	$19.70	$39,400	13,183 Direct	+17.88%	Acquired	106.4% (price as of 2026-08-21)
May 6, 2015	FISI	A	1,075	—	—	11,183 Direct	+10.64%	Acquired	(price as of 2026-08-21)
April 6, 2015	FISI	M	200	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-21)
April 6, 2015	FISI	M	200	$19.13	$3,826	10,108 Direct	+2.02%	Acquired	112.6% (price as of 2026-08-21)
Feb. 9, 2015	FISI	M	200	—	—	400 Direct	+100.00%	Acquired	(price as of 2026-08-21)
Feb. 9, 2015	FISI	M	200	$21.05	$4,210	9,908 Direct	+2.06%	Acquired	93.2% (price as of 2026-08-21)
May 7, 2014	FISI	A	900	—	—	9,708 Direct	+10.22%	Acquired	(price as of 2026-08-21)
May 8, 2013	FISI	A	900	—	—	8,430 Direct	+11.95%	Acquired	(price as of 2026-08-21)
May 8, 2013	FISI	A	378	$19.81	$7,488	8,808 Direct	+4.48%	Acquired	105.3% (price as of 2026-08-21)
May 9, 2012	FISI	A	447	$16.74	$7,483	7,530 Direct	+6.31%	Acquired	143.0% (price as of 2026-08-21)
May 9, 2012	FISI	A	900	—	—	7,083 Direct	+14.56%	Acquired	(price as of 2026-08-21)
May 4, 2011	FISI	A	453	$16.55	$7,497	6,183 Direct	+7.91%	Acquired	145.7% (price as of 2026-08-21)
May 4, 2011	FISI	A	800	—	—	5,730 Direct	+16.23%	Acquired	(price as of 2026-08-21)
May 6, 2010	FISI	A	462	$16.20	$7,484	4,930 Direct	+10.34%	Acquired	151.0% (price as of 2026-08-21)
May 6, 2010	FISI	A	800	—	—	4,468 Direct	+21.81%	Acquired	(price as of 2026-08-21)
May 6, 2009	FISI	A	504	$14.86	$7,489	2,868 Direct	+21.32%	Acquired	173.7% (price as of 2026-08-21)
May 6, 2009	FISI	A	800	—	—	3,668 Direct	+27.89%	Acquired	(price as of 2026-08-21)
May 6, 2008	FISI	A	2,000	$19.00	$38,000	2,000 Direct	—	Acquired	114.1% (price as of 2026-08-21)
May 6, 2008	FISI	A	394	$19.00	$7,486	2,364 Direct	+20.00%	Acquired	114.1% (price as of 2026-08-21)
May 2, 2007	FISI	A	2,000	$19.73	$39,460	2,000 Direct	—	Acquired	106.1% (price as of 2026-08-21)
May 2, 2007	FISI	A	380	$19.73	$7,497	1,970 Direct	+23.90%	Acquired	106.1% (price as of 2026-08-21)
May 3, 2006	FISI	A	379	$19.70	$7,466	1,590 Direct	+31.30%	Acquired	106.4% (price as of 2026-08-21)
May 3, 2006	FISI	A	2,000	$19.70	$39,400	2,000 Direct	—	Acquired	106.4% (price as of 2026-08-21)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date	Ticker	Security	Underlying	Exercise price	Expiration	Shares	A/D
March 6, 2017	FISI	Stock Option (right to buy)	Common Stock (2,000)	$19.73	May 2, 2017	2,000	Disposed
April 29, 2016	FISI	Stock Option (right to buy)	Common Stock (2,000)	$19.70	May 3, 2016	2,000	Disposed
April 6, 2015	FISI	Stock Option (right to buy)	Common Stock (200)	$19.13	April 11, 2015	200	Disposed
Feb. 9, 2015	FISI	Stock Option (right to buy)	Common Stock (200)	$21.05	Feb. 23, 2015	200	Acquired
May 6, 2008	FISI	Stock Option (right to buy)	Common Stock (2,000)	$19.00	May 6, 2018	2,000	Acquired
May 2, 2007	FISI	Stock Option (right to buy)	Common Stock (2,000)	$19.73	May 2, 2017	2,000	Acquired
May 3, 2006	FISI	Stock Option (right to buy)	Common Stock (2,000)	$19.70	May 3, 2016	2,000	Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 5 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date	Ticker	Security	Shares	Ownership
May 8, 2006	FISI	Common Stock	1,211	Direct
May 8, 2006	FISI	Stock Option (right to buy)→ Common Stock (200)	200	Direct
May 8, 2006	FISI	Stock Option (right to buy)→ Common Stock (200)	200	Direct
May 8, 2006	FISI	Stock Option (right to buy)→ Common Stock (200)	200	Direct
May 8, 2006	FISI	Stock Option (right to buy)→ Common Stock (200)	200	Direct