{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-24-037157","form_type":"8-K","ticker":"FISI","cik":"0000862831","company_name":"FINANCIAL INSTITUTIONS INC","filed_at":"2024-03-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:27.078563+00:00","generated_at":"2026-06-04T07:30:53.484937+00:00","sec_items":["5.02"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"confidence":"high","headline":"Financial Institutions appoints Sandra Byers as Principal Accounting Officer","bullets":["Sandra L. Byers, age 56, appointed SVP Controller and PAO upon retirement of Sonia Dumbleton.","Byers served as Deputy Controller since October 2023; joined company as Assistant Controller in May 2021.","Prior experience includes consulting, 12 years in banking (First Niagara, HSBC, M&T), and finance at Hardinge Inc.","No family relationships with directors or execs; no material interest in reportable transactions.","No additional compensation or equity grant tied to appointment; succession planned and previously announced."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-24-037157","json":"https://secwatch.observer/filing/0000950170-24-037157.json","markdown":"https://secwatch.observer/filing/0000950170-24-037157.md","text":"https://secwatch.observer/filing/0000950170-24-037157.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/862831/000095017024037157/0000950170-24-037157-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/862831/000095017024037157/fisi-20240327.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-04T07:30:53.484937+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":"04135579d1","claim":"Sonia M. Dumbleton retired as Controller at FINANCIAL INSTITUTIONS INC.","evidence_excerpt":"Ms. Byers, age 56, was appointed Controller upon the previously announced retirement of Sonia M. Dumbleton, after serving as Deputy Controller since October 2, 2023.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/862831/000095017024037157/0000950170-24-037157-index.htm","confidence":0.9,"family_label":"Executive change","details":[{"label":"Action","value":"retired"},{"label":"Role","value":"Controller"}],"fact_type":"executive_change"},{"claim_id":"c35941e6d9","claim":"Sandra L. Byers was appointed as Principal Accounting Officer at FINANCIAL INSTITUTIONS INC.","evidence_excerpt":"On March 27, 2024, Financial Institutions, Inc. (the “Company”) appointed Sandra L. Byers, Senior Vice President, Controller, as Principal Accounting Officer.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/862831/000095017024037157/0000950170-24-037157-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Principal Accounting Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}