Mark Zupan

Insider

First SEC filing: July 23, 2010 · Latest: July 23, 2010

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

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 43 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

43 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
May 20, 2026	FISI	A	1,282	—	—	15,301 Direct	+9.14%	Acquired	(price as of 2026-08-20)
Nov. 28, 2025	FISI	A	449	$30.60	$13,739	14,019 Direct	+3.31%	Acquired	32.4% (price as of 2026-08-20)
May 28, 2025	FISI	A	535	$25.70	$13,750	13,570 Direct	+4.10%	Acquired	57.6% (price as of 2026-08-20)
May 28, 2025	FISI	A	1,361	—	—	13,035 Direct	+11.66%	Acquired	(price as of 2026-08-20)
Dec. 13, 2024	FISI	P	2,000	$25.00	$50,000	11,674 Direct	+20.67%	Acquired	62.0% (price as of 2026-08-20)
Dec. 5, 2024	FISI	A	257	—	—	9,674 Direct	+2.73%	Acquired	(price as of 2026-08-20)
June 5, 2024	FISI	A	392	$17.49	$6,856	9,417 Direct	+4.34%	Acquired	131.6% (price as of 2026-08-20)
June 5, 2024	FISI	A	2,001	—	—	9,025 Direct	+28.49%	Acquired	(price as of 2026-08-20)
Dec. 21, 2023	FISI	A	597	$20.92	$12,489	7,024 Direct	+9.29%	Acquired	93.6% (price as of 2026-08-20)
June 21, 2023	FISI	A	764	$16.34	$12,484	6,427 Direct	+13.49%	Acquired	147.9% (price as of 2026-08-20)
June 21, 2023	FISI	A	1,835	—	—	5,663 Direct	+47.94%	Acquired	(price as of 2026-08-20)
Dec. 14, 2022	FISI	A	515	$24.24	$12,484	3,828 Direct	+15.54%	Acquired	67.1% (price as of 2026-08-20)
June 14, 2022	FISI	A	1,130	—	—	3,313 Direct	+51.76%	Acquired	(price as of 2026-08-20)
June 14, 2022	FISI	A	470	$26.53	$12,469	2,183 Direct	+27.44%	Acquired	52.7% (price as of 2026-08-20)
Dec. 16, 2021	FISI	A	389	$31.99	$12,444	1,713 Direct	+29.38%	Acquired	26.6% (price as of 2026-08-20)
June 16, 2021	FISI	A	389	$32.06	$12,471	1,324 Direct	+41.60%	Acquired	26.4% (price as of 2026-08-20)
June 16, 2021	FISI	A	935	—	—	935 Direct	—	Acquired	(price as of 2026-08-20)
July 23, 2014	STZ	A	1,606	—	—	1,606 Direct	—	Acquired	(price as of 2026-08-20)
July 23, 2014	STZ	A	803	—	—	21,407 Direct	+3.90%	Acquired	(price as of 2026-08-20)
July 3, 2014	STZ	M	1,000	—	—	5,398 Direct	-15.63%	Disposed	(price as of 2026-08-20)
July 3, 2014	STZ	C	1,000	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
July 3, 2014	STZ	M	1,000	$21.88	$21,880	1,000 Direct	—	Acquired	504.8% (price as of 2026-08-20)
July 3, 2014	STZ	S	1,000	$91.43	$91,430	20,604 Direct	-4.63%	Disposed	44.7% (price as of 2026-08-20)
July 3, 2014	STZ	C	1,000	—	—	21,604 Direct	+4.85%	Acquired	(price as of 2026-08-20)
Aug. 29, 2013	STZ	M	4,661	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Aug. 29, 2013	STZ	C	4,661	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Aug. 29, 2013	STZ	M	4,661	$25.03	$116,665	4,661 Direct	—	Acquired	428.7% (price as of 2026-08-20)
Aug. 29, 2013	STZ	S	4,661	$54.69	$254,910	20,604 Direct	-18.45%	Disposed	142.0% (price as of 2026-08-20)
Aug. 29, 2013	STZ	G	932	—	—	25,265 Direct	-3.56%	Disposed	(price as of 2026-08-20)
Aug. 29, 2013	STZ	C	4,661	—	—	26,197 Direct	+21.64%	Acquired	(price as of 2026-08-20)
July 24, 2013	STZ	A	2,750	—	—	2,750 Direct	—	Acquired	(price as of 2026-08-20)
July 24, 2013	STZ	A	1,375	—	—	21,536 Direct	+6.82%	Acquired	(price as of 2026-08-20)
Oct. 15, 2012	STZ	P	2,850	$35.19	$100,292	20,161 Direct	+16.46%	Acquired	276.0% (price as of 2026-08-20)
July 27, 2012	STZ	A	4,824	—	—	4,824 Direct	—	Acquired	(price as of 2026-08-20)
July 27, 2012	STZ	A	2,412	—	—	17,311 Direct	+16.19%	Acquired	(price as of 2026-08-20)
July 21, 2011	STZ	A	2,793	—	—	14,899 Direct	+23.07%	Acquired	(price as of 2026-08-20)
July 21, 2011	STZ	A	6,517	—	—	6,517 Direct	—	Acquired	(price as of 2026-08-20)
July 22, 2010	STZ	A	8,298	—	—	8,298 Direct	—	Acquired	(price as of 2026-08-20)
July 22, 2010	STZ	A	3,556	—	—	12,106 Direct	+41.59%	Acquired	(price as of 2026-08-20)
July 23, 2009	STZ	A	10,447	—	—	10,447 Direct	—	Acquired	(price as of 2026-08-20)
July 23, 2009	STZ	A	4,477	—	—	8,550 Direct	+109.92%	Acquired	(price as of 2026-08-20)
July 17, 2008	STZ	A	6,398	—	—	6,398 Direct	—	Acquired	(price as of 2026-08-20)
July 17, 2008	STZ	A	2,742	—	—	4,073 Direct	+206.01%	Acquired	(price as of 2026-08-20)
Dec. 27, 2007	STZ	D	4,661	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Dec. 27, 2007	STZ	A	4,661	—	—	4,661 Direct	—	Acquired	(price as of 2026-08-20)
Oct. 2, 2007	STZ	A	4,661	—	—	4,661 Direct	—	Acquired	(price as of 2026-08-20)
Oct. 2, 2007	STZ	A	1,331	—	—	1,331 Direct	—	Acquired	(price as of 2026-08-20)

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
July 23, 2014	STZ	Non-Qualified Stock Option (right to buy)	Class 1 Common Stock (1,606)	$87.13	July 23, 2024	1,606	Acquired
July 3, 2014	STZ	Non-Qualified Stock Option (right to buy)	Class 1 Common Stock (1,000)	$21.88	July 17, 2018	1,000	Disposed
July 3, 2014	STZ	Class 1 (convertible) Common Stock	Class A Common Stock (1,000)	—	—	1,000	Disposed
July 3, 2014	STZ	Class 1 (convertible) Common Stock	Class A Common Stock (1,000)	—	—	1,000	Acquired
Aug. 29, 2013	STZ	Non-Qualified Stock Option (right to buy)	Class 1 Common Stock (4,661)	$25.03	Oct. 2, 2017	4,661	Disposed
Aug. 29, 2013	STZ	Class 1 (convertible) Common Stock	Class A Common Stock (4,661)	—	—	4,661	Disposed
Aug. 29, 2013	STZ	Class 1 (convertible) Common Stock	Class A Common Stock (4,661)	—	—	4,661	Acquired
July 24, 2013	STZ	Non-Qualified Stock Option (right to buy)	Class 1 Common Stock (2,750)	$50.90	July 24, 2023	2,750	Acquired
July 27, 2012	STZ	Non-Qualified Stock Option (right to buy)	Class 1 Common Stock (4,824)	$29.02	July 27, 2022	4,824	Acquired
July 21, 2011	STZ	Non-Qualified Stock Option (right to buy)	Class 1 Common Stock (6,517)	$21.48	July 21, 2021	6,517	Acquired
July 22, 2010	STZ	Non-Qualified Stock Option (right to buy)	Class 1 Common Stock (8,298)	$16.87	July 22, 2020	8,298	Acquired
July 23, 2009	STZ	Non-Qualified Stock Option (right to buy)	Class 1 Common Stock (10,447)	$13.40	July 23, 2019	10,447	Acquired
July 17, 2008	STZ	Non-Qualified Stock Option (right to buy)	Class 1 Common Stock (6,398)	$21.88	July 17, 2018	6,398	Acquired
Dec. 27, 2007	STZ	Non-Qualified Stock Option (right to buy)	Class A Common Stock (4,661)	$25.03	Oct. 2, 2017	4,661	Disposed
Dec. 27, 2007	STZ	Non-Qualified Stock Option (right to buy)	Class 1 Common Stock (4,661)	$25.03	Oct. 2, 2017	4,661	Acquired
Oct. 2, 2007	STZ	Non-Qualified Stock Option (right to buy)	Class A Common Stock (4,661)	$25.03	Oct. 2, 2017	4,661	Acquired

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

Initial ownership (Form 3) 1 holding

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

Date	Ticker	Security	Shares	Ownership
June 17, 2021	FISI	Common Stock	0	Direct