{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-23-049000","form_type":"8-K","ticker":"FISI","cik":"0000862831","company_name":"FINANCIAL INSTITUTIONS INC","filed_at":"2023-09-20T23:59:59+00:00","discovered_at":"2026-05-14T18:03:36.813761+00:00","generated_at":"2026-06-10T12:45:28.034717+00:00","sec_items":["5.02","7.01","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"confidence":"high","headline":"FISI Controller Sonia Dumbleton to retire March 2024; Sandra Byers promoted to Deputy Controller","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-23-049000","json":"https://secwatch.observer/filing/0000950170-23-049000.json","markdown":"https://secwatch.observer/filing/0000950170-23-049000.md","text":"https://secwatch.observer/filing/0000950170-23-049000.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/862831/000095017023049000/0000950170-23-049000-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/862831/000095017023049000/fisi-20230915.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-10T12:45:28.034717+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"316f8b8784","claim":"Sonia M. Dumbleton departed as Senior Vice President, Controller, and Principal Accounting Officer at FINANCIAL INSTITUTIONS INC.","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/862831/000095017023049000/0000950170-23-049000-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"retire"},{"label":"Role","value":"Senior Vice President, Controller, and Principal Accounting Officer"}],"fact_type":"executive_change"},{"claim_id":"d5ae1fdaa2","claim":"Sandra L. Byers was appointed as Deputy Controller at FINANCIAL INSTITUTIONS INC.","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/862831/000095017023049000/0000950170-23-049000-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"promoted"},{"label":"Role","value":"Deputy Controller"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}