FISI Controller Sonia Dumbleton to retire March 2024; Sandra Byers promoted to Deputy Controller

FINANCIAL INSTITUTIONS INC

Sonia Dumbleton, SVP, Controller and PAO, to retire effective March 22, 2024 after 40 years.
Sandra Byers promoted to Deputy Controller effective October 2, 2023 to lead transition.
Byers joined FISI as Assistant Controller in May 2021; prior banking experience with M&T, HSBC.
Dumbleton served as Controller since 2006; also held finance/audit roles since 1984.

item 5.02 item 7.01 item 9.01

Executive movements

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Departed

Sonia M. Dumbleton

Senior Vice President, Controller, and Principal Accounting Officer

FISI · FINANCIAL INSTITUTIONS INC

Effective: 2024-03-22
Filed: September 20, 2023, 7:59 PM ET

On September 15, 2023, Sonia M. Dumbleton notified Financial Institutions, Inc. (the “Company”) that she will retire from her position as Senior Vice President, Controller, and Principal Accounting Officer effective March 22, 2024.

Appointed

Sandra L. Byers

Deputy Controller

FISI · FINANCIAL INSTITUTIONS INC

Effective: 2023-10-02
Filed: September 20, 2023, 7:59 PM ET

Over the succeeding six months, the responsibilities of the Controller function will be transitioned to Sandra L. Byers, who has been promoted to Deputy Controller effective October 2, 2023.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Sonia M. Dumbleton departed as Senior Vice President, Controller, and Principal Accounting Officer at FINANCIAL INSTITUTIONS INC.

Action: retire
Role: Senior Vice President, Controller, and Principal Accounting Officer

Exact text from the filing

On September 15, 2023, Sonia M. Dumbleton notified Financial Institutions, Inc. (the “Company”) that she will retire from her position as Senior Vice President, Controller, and Principal Accounting Officer effective March 22, 2024.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Sandra L. Byers was appointed as Deputy Controller at FINANCIAL INSTITUTIONS INC.

Action: promoted
Role: Deputy Controller

Exact text from the filing

Over the succeeding six months, the responsibilities of the Controller function will be transitioned to Sandra L. Byers, who has been promoted to Deputy Controller effective October 2, 2023.

View on SEC.gov

FINANCIAL INSTITUTIONS INC filing history →

Source: SEC EDGAR

accession 0000950170-23-049000

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