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William Jack II Plants

FISI
CHIEF FINANCIAL OFFICER · FINANCIAL INSTITUTIONS INC · CIK 0001846495
FILING MIX · LIFETIME58%/42%
BUYS
18
SELLS
13
TOTAL VALUE
$247.1K
COMPANIES
1
ACTIVE SINCE
Mar 2021
HOLDINGS NOW
0
AVG SELL PX
$24.41
TRADE KIND
SHOWING 31 / 31
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
6 backtested trades · 8 horizons · 4 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by William Jack II Plants, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d6+66.67%-0.22%+0.10%-0.32%+1.33%
14d6+66.67%+2.53%+0.01%+2.51%+6.32%
30d6+83.33%+3.64%+1.60%+2.04%+1.76%
60d6+83.33%+5.97%+6.86%-0.89%-2.92%
90d6+66.67%+13.17%+6.71%+6.46%+10.08%
180d6(1 pending)+80.00%+1.32%+1.05%+0.27%+1.47%
1y6(1 pending)+80.00%+8.88%+15.85%-6.97%-10.61%
2y6(2 pending)+75.00%+41.68%+32.77%+8.91%+26.21%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
FISI · 0 shares · as of Mar 20, 2026
02,2644,5296,7939,05720222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
FLOW · 18 buys / 13 sellsCOVERAGE · 21 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
FISI
FINANCIAL INSTITUTIONS INC
PURCHASE
Chief Financial Officer
2,8989,057Mar 20, 2026Mar 23, 2026View →
FISI
FINANCIAL INSTITUTIONS INC
SALE
Chief Financial Officer
1,044$30.59$31.9K8,013Mar 20, 2026Mar 23, 2026View →
FISI
FINANCIAL INSTITUTIONS INC
SALE
Chief Financial Officer
2,8980Mar 20, 2026Mar 23, 2026View →
FISI
FINANCIAL INSTITUTIONS INC
PURCHASE
Chief Financial Officer
660$30.12$19.9K6,159Mar 12, 2026Mar 12, 2026View →
FISI
FINANCIAL INSTITUTIONS INC
SALE
Chief Financial Officer
1,0000Mar 16, 2025Mar 18, 2025View →
FISI
FINANCIAL INSTITUTIONS INC
PURCHASE
Chief Financial Officer
2,6046,434Mar 16, 2025Mar 18, 2025View →
FISI
FINANCIAL INSTITUTIONS INC
SALE
Chief Financial Officer
1,6040Mar 16, 2025Mar 18, 2025View →
FISI
FINANCIAL INSTITUTIONS INC
SALE
Chief Financial Officer
935$26.05$24.4K5,499Mar 16, 2025Mar 18, 2025View →
FISI
FINANCIAL INSTITUTIONS INC
PURCHASE
Chief Financial Officer
2,800$25.00$70.0K4,937Dec 13, 2024Dec 16, 2024View →
FISI
FINANCIAL INSTITUTIONS INC
PURCHASEGRANT
Stock grant
2,1322,132Mar 19, 2024Mar 21, 2024View →
FISI
FINANCIAL INSTITUTIONS INC
PURCHASE
Chief Financial Officer
3,5785,118Mar 19, 2024Mar 21, 2024View →
FISI
FINANCIAL INSTITUTIONS INC
SALE
Chief Financial Officer
2,1320Mar 19, 2024Mar 21, 2024View →
FISI
FINANCIAL INSTITUTIONS INC
SALE
Chief Financial Officer
1,288$18.29$23.6K3,830Mar 19, 2024Mar 21, 2024View →
FISI
FINANCIAL INSTITUTIONS INC
SALE
Chief Financial Officer
1,4460Mar 19, 2024Mar 21, 2024View →
FISI
FINANCIAL INSTITUTIONS INC
PURCHASE
Chief Financial Officer
652$15.51$10.1K1,227May 3, 2023May 4, 2023View →
FISI
FINANCIAL INSTITUTIONS INC
PURCHASE
Chief Financial Officer
300$16.15$4.8K2,137May 3, 2023May 4, 2023View →
FISI
FINANCIAL INSTITUTIONS INC
PURCHASE
Chief Financial Officer
900$16.18$14.6K1,537May 3, 2023May 4, 2023View →
FISI
FINANCIAL INSTITUTIONS INC
PURCHASE
Chief Financial Officer
300$16.17$4.9K1,837May 3, 2023May 4, 2023View →
FISI
FINANCIAL INSTITUTIONS INC
PURCHASEGRANT
Stock grant
2,8982,898Mar 21, 2023Mar 23, 2023View →
FISI
FINANCIAL INSTITUTIONS INC
PURCHASEGRANT
Stock grant
379379Feb 25, 2023Mar 2, 2023View →
FISI
FINANCIAL INSTITUTIONS INC
SALE
Chief Financial Officer
6060Feb 25, 2023Mar 2, 2023View →
FISI
FINANCIAL INSTITUTIONS INC
PURCHASE
Chief Financial Officer
9851,945Feb 25, 2023Mar 2, 2023View →
FISI
FINANCIAL INSTITUTIONS INC
SALE
Chief Financial Officer
3790Feb 25, 2023Mar 2, 2023View →
FISI
FINANCIAL INSTITUTIONS INC
SALE
Chief Financial Officer
405$24.71$10.0K1,540Feb 25, 2023Mar 2, 2023View →
FISI
FINANCIAL INSTITUTIONS INC
PURCHASE
Chief Financial Officer
1,5001,500Dec 18, 2022Dec 20, 2022View →
FISI
FINANCIAL INSTITUTIONS INC
SALE
Chief Financial Officer
1,5000Dec 18, 2022Dec 20, 2022View →
FISI
FINANCIAL INSTITUTIONS INC
SALE
Chief Financial Officer
540$24.01$13.0K960Dec 18, 2022Dec 20, 2022View →
FISI
FINANCIAL INSTITUTIONS INC
PURCHASEGRANT
Stock grant
1,0001,000Mar 16, 2022Mar 18, 2022View →
FISI
FINANCIAL INSTITUTIONS INC
PURCHASEGRANT
Stock grant
1,6041,604Mar 16, 2022Mar 18, 2022View →
FISI
FINANCIAL INSTITUTIONS INC
PURCHASE
Chief Financial Officer
637$31.37$20.0K637Sep 1, 2021Sep 2, 2021View →
FISI
FINANCIAL INSTITUTIONS INC
PURCHASEGRANT
Stock grant
1,4461,446Mar 19, 2021Mar 22, 2021View →
Other insiders · FISI
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About this filer
CIK 0001846495
ROLE
Chief Financial Officer
PRIMARY
FISI
COMPANIES
1
ACTIVE SINCE
Mar 2021
MARKETPEEL · /INSIDER/0001846495DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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