Kevin B Klotzbach

CIK 1345986 · View on SEC EDGAR ↗

Insider

First SEC filing: Dec. 13, 2005 · Latest: Feb. 13, 2013

On this page

Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 31 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

31 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Nov. 21, 2017 FISI P 500 $32.04 $16,020 22,761 Direct +2.25% Acquired 26.9% (price as of 2026-08-21)
Aug. 24, 2016 FISI P 900 $27.04 $24,336 23,905 Direct +3.91% Acquired 50.4% (price as of 2026-08-21)
Feb. 5, 2014 FISI P 1,000 $20.69 $20,690 1,000 Indirect — Acquired 96.6% (price as of 2026-08-21)
Feb. 26, 2009 FISI P 2,900 $3.75 $10,875 11,500 Direct +33.72% Acquired 984.5% (price as of 2026-08-21)
Feb. 25, 2009 FISI P 100 $3.75 $375 8,600 Direct +1.18% Acquired 984.5% (price as of 2026-08-21)
Aug. 10, 2007 FISI P 500 $16.71 $8,355 3,500 Direct +16.67% Acquired 143.4% (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
Feb. 26, 2019 FISI Restricted Stock Unit Common Stock (1,865) — Feb. 26, 2022 1,865 Acquired
Feb. 24, 2019 FISI Restricted Stock Unit Common Stock (1,414) — Feb. 24, 2019 1,414 Disposed
Feb. 27, 2018 FISI Restricted Stock Unit Common Stock (1,747) — Feb. 27, 2021 1,747 Acquired
Feb. 22, 2017 FISI Restricted Stock Unit Common Stock (1,506) — Feb. 22, 2020 1,506 Acquired
Jan. 25, 2017 FISI Restricted Stock Unit Common Stock (1,414) — Feb. 24, 2019 1,414 Acquired
Feb. 3, 2016 FISI Stock Option (right to buy) Common Stock (1,500) $19.41 July 25, 2017 1,500 Disposed
Nov. 2, 2015 FISI Stock Option (right to buy) Common Stock (1,650) $19.75 July 26, 2016 1,650 Disposed
Oct. 29, 2014 FISI Stock Option (right to buy) Common Stock (2,553) $21.05 Feb. 23, 2015 2,553 Disposed
July 25, 2007 FISI Stock Option (right to buy) Common Stock (1,500) $19.41 July 25, 2017 1,500 Acquired
July 26, 2006 FISI Stock Option (right to buy) Common Stock (1,650) $19.75 July 26, 2016 1,650 Acquired

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

Initial ownership (Form 3) 6 holdings

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

Date Ticker Security Shares Ownership
Dec. 13, 2005 FISI Common Stock 500 Direct
Dec. 13, 2005 FISI Common Stock 1,251 Indirect
Dec. 13, 2005 FISI Stock Option (right to buy)→ Common Stock (800) 800 Direct
Dec. 13, 2005 FISI Stock Option (right to buy)→ Common Stock (774) 774 Direct
Dec. 13, 2005 FISI Stock Option (right to buy)→ Common Stock (1,157) 1,157 Direct
Dec. 13, 2005 FISI Stock Option (right to buy)→ Common Stock (2,553) 2,553 Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

FISI

Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2019 $215,409 — — — $45,281 $171,079 $21,516 $555,402
2018 $310,000 — — — $129,952 $22,597 $24,642 $584,544
2017 $300,000 — — — $142,335 $101,612 $21,121 $663,395

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.