Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| TOMPKINS FINANCIAL CORP | 3,599 | reported | 12 Nov 2025 | tx 14+2,450−514 |
| FINANCIAL INSTITUTIONS INC | 886 | reported | 27 Feb 2018 | tx 7+3,805−338 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Nov 2025 | GRANT_AWARD | TOMPKINS FINANCIAL CORP | 685 | 67.79 USD | |
| 09 Nov 2025 | TAX_WITHHOLDING | TOMPKINS FINANCIAL CORP | 43 | 66.68 USD | |
| 09 Nov 2025 | TAX_WITHHOLDING | TOMPKINS FINANCIAL CORP | 38 | 66.68 USD | |
| 09 Nov 2025 | TAX_WITHHOLDING | TOMPKINS FINANCIAL CORP | 105 | 66.68 USD | |
| 09 Nov 2025 | TAX_WITHHOLDING | TOMPKINS FINANCIAL CORP | 48 | 66.68 USD | |
| 12 Nov 2024 | TAX_WITHHOLDING | TOMPKINS FINANCIAL CORP | 33 | 74.62 USD | |
| 12 Nov 2024 | GRANT_AWARD | TOMPKINS FINANCIAL CORP | 605 | 74.62 USD | |
| 09 Nov 2024 | TAX_WITHHOLDING | TOMPKINS FINANCIAL CORP | 37 | 73.70 USD | |
| 09 Nov 2024 | TAX_WITHHOLDING | TOMPKINS FINANCIAL CORP | 48 | 73.70 USD | |
| 09 Nov 2024 | TAX_WITHHOLDING | TOMPKINS FINANCIAL CORP | 43 | 73.70 USD | |
| 12 Nov 2023 | TAX_WITHHOLDING | TOMPKINS FINANCIAL CORP | 33 | 50.90 USD | |
| 09 Nov 2023 | GRANT_AWARD | TOMPKINS FINANCIAL CORP | 1,160 | 51.02 USD | |
| 09 Nov 2023 | TAX_WITHHOLDING | TOMPKINS FINANCIAL CORP | 38 | 51.02 USD | |
| 09 Nov 2023 | TAX_WITHHOLDING | TOMPKINS FINANCIAL CORP | 48 | 51.02 USD | |
| 27 Feb 2018 | GRANT_AWARD | FINANCIAL INSTITUTIONS INC | 886 | 0.00 USD | deriv |
| 05 Feb 2018 | OTHER | FINANCIAL INSTITUTIONS INC | 730 | 30.80 USD | |
| 22 Feb 2017 | GRANT_AWARD | FINANCIAL INSTITUTIONS INC | 717 | 0.00 USD | deriv |
| 18 Feb 2017 | TAX_WITHHOLDING | FINANCIAL INSTITUTIONS INC | 338 | 34.35 USD | |
| 25 Jan 2017 | GRANT_AWARD | FINANCIAL INSTITUTIONS INC | 572 | 0.00 USD | deriv |
| 26 Aug 2016 | PURCHASE | FINANCIAL INSTITUTIONS INC | 400 | 26.47 USD | |
| 10 May 2016 | PURCHASE | FINANCIAL INSTITUTIONS INC | 500 | 27.14 USD |