Susan R Holliday

Insider

First SEC filing: June 7, 2024 · Latest: June 7, 2024

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.

Insider at

FISI buying Dec. 13, 2024

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 40 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

40 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
May 20, 2026	FISI	A	1,282	—	—	41,678 Direct	+3.17%	Acquired	(price as of 2026-08-21)
May 28, 2025	FISI	A	1,361	—	—	40,396 Direct	+3.49%	Acquired	(price as of 2026-08-21)
Dec. 13, 2024	FISI	P	2,000	$25.00	$50,000	39,035 Direct	+5.40%	Acquired	62.7% (price as of 2026-08-21)
June 5, 2024	FISI	A	2,001	—	—	37,035 Direct	+5.71%	Acquired	(price as of 2026-08-21)
June 21, 2023	FISI	A	1,835	—	—	35,034 Direct	+5.53%	Acquired	(price as of 2026-08-21)
May 11, 2023	FISI	P	500	$15.65	$7,825	1,000 Indirect	+100.00%	Acquired	159.9% (price as of 2026-08-21)
May 11, 2023	FISI	P	500	$15.75	$7,875	500 Indirect	—	Acquired	158.2% (price as of 2026-08-21)
June 14, 2022	FISI	A	1,130	—	—	33,199 Direct	+3.52%	Acquired	(price as of 2026-08-21)
Oct. 6, 2021	FISI	G	1,875	—	—	32,069 Direct	+6.21%	Acquired	(price as of 2026-08-21)
June 16, 2021	FISI	A	935	—	—	30,194 Direct	+3.20%	Acquired	(price as of 2026-08-21)
June 17, 2020	FISI	A	1,422	—	—	29,259 Direct	+5.11%	Acquired	(price as of 2026-08-21)
March 11, 2020	FISI	P	2,000	$20.63	$41,260	27,837 Direct	+7.74%	Acquired	97.1% (price as of 2026-08-21)
June 20, 2018	FISI	A	737	—	—	24,923 Direct	+3.05%	Acquired	(price as of 2026-08-21)
April 6, 2018	FISI	M	2,000	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-21)
April 6, 2018	FISI	M	2,000	$19.00	$38,000	24,186 Direct	+9.01%	Acquired	114.1% (price as of 2026-08-21)
June 21, 2017	FISI	A	851	—	—	22,186 Direct	+3.99%	Acquired	(price as of 2026-08-21)
Dec. 12, 2016	FISI	M	2,000	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-21)
Dec. 12, 2016	FISI	M	2,000	$19.73	$39,460	21,287 Direct	+10.37%	Acquired	106.1% (price as of 2026-08-21)
June 3, 2016	FISI	A	880	—	—	19,287 Direct	+4.78%	Acquired	(price as of 2026-08-21)
March 14, 2016	FISI	M	2,000	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-21)
March 14, 2016	FISI	M	2,000	$19.70	$39,400	18,407 Direct	+12.19%	Acquired	106.4% (price as of 2026-08-21)
May 6, 2015	FISI	A	1,075	—	—	16,407 Direct	+7.01%	Acquired	(price as of 2026-08-21)
Jan. 2, 2015	FISI	L	48	$24.67	$1,184	21,335 Direct	+0.23%	Acquired	64.9% (price as of 2026-08-21)
May 7, 2014	FISI	A	900	—	—	15,332 Direct	+6.24%	Acquired	(price as of 2026-08-21)
May 8, 2013	FISI	A	378	$19.81	$7,488	14,432 Direct	+2.69%	Acquired	105.3% (price as of 2026-08-21)
May 8, 2013	FISI	A	900	—	—	14,054 Direct	+6.84%	Acquired	(price as of 2026-08-21)
May 9, 2012	FISI	A	447	$16.74	$7,483	13,154 Direct	+3.52%	Acquired	143.0% (price as of 2026-08-21)
May 9, 2012	FISI	A	900	—	—	12,707 Direct	+7.62%	Acquired	(price as of 2026-08-21)
May 4, 2011	FISI	A	453	$16.55	$7,497	11,807 Direct	+3.99%	Acquired	145.7% (price as of 2026-08-21)
May 4, 2011	FISI	A	800	—	—	11,354 Direct	+7.58%	Acquired	(price as of 2026-08-21)
May 6, 2010	FISI	A	462	$16.20	$7,484	10,554 Direct	+4.58%	Acquired	151.0% (price as of 2026-08-21)
May 6, 2010	FISI	A	800	—	—	10,092 Direct	+8.61%	Acquired	(price as of 2026-08-21)
May 6, 2009	FISI	A	800	—	—	9,292 Direct	+9.42%	Acquired	(price as of 2026-08-21)
May 6, 2009	FISI	A	504	$14.86	$7,489	8,492 Direct	+6.31%	Acquired	173.7% (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	7,988 Direct	+5.19%	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	7,594 Direct	+5.27%	Acquired	106.1% (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)
May 3, 2006	FISI	A	379	$19.70	$7,466	7,214 Direct	+5.54%	Acquired	106.4% (price as of 2026-08-21)
May 4, 2005	FISI	A	1,000	$18.29	$18,290	1,000 Direct	—	Acquired	122.4% (price as of 2026-08-21)
May 4, 2005	FISI	A	273	$18.29	$4,993	6,835 Direct	+4.16%	Acquired	122.4% (price as of 2026-08-21)
May 5, 2004	FISI	A	1,000	$23.33	$23,330	1,000 Direct	—	Acquired	74.3% (price as of 2026-08-21)
May 5, 2004	FISI	A	214	$23.33	$4,993	6,562 Direct	+3.37%	Acquired	74.3% (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
April 6, 2018	FISI	Stock Option (right to buy)	Common Stock (2,000)	$19.00	May 6, 2018	2,000	Disposed
Dec. 12, 2016	FISI	Stock Option (right to buy)	Common Stock (2,000)	$19.73	May 2, 2017	2,000	Disposed
March 14, 2016	FISI	Stock Option (right to buy)	Common Stock (2,000)	$19.70	May 2, 2016	2,000	Disposed
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
May 4, 2005	FISI	Stock Option (right to buy)	Common Stock (1,000)	$18.29	May 4, 2015	1,000	Acquired
May 5, 2004	FISI	Stock Option (Right to Buy)	Common Stock (1,000)	$23.33	May 5, 2014	1,000	Acquired

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