Kevin B. Klotzbach is Director at FINANCIAL INSTITUTIONS INC (FISI). They have made 6 open-market trades across 1 company since 2007, most recently 2026-09-02.
CIK 0000862831
6 open-market purchases totalling $105K since 2007, never a sale. Across 5 scored buys the stock is up 0.9% at ninety days, and 0.4 points behind the S&P over the same stretch.
6 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| FISI | 15,909 | $626K |
Shares reported on the most recent Form 4, priced at the 2026-09-03 close.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 33% | 17% | 20% |
| Avg Move | -1.5% | -1.7% | +0.9% |
| Alpha | +1.5% | -2.3% | -0.4% |
| Scored | 6 | 6 | 5 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| FISI | BUY | 2026-09-02 | 2026-09-03 | $40.77 | $25K | -3.3% | -4.8% | — |
| FISI | BUY | 2017-11-21 | 2017-11-22 | $32.04 | $16K | +1.1% | -0.3% | -4.6% |
| FISI | BUY | 2016-08-24 | 2016-08-24 | $27.04 | $24K | +2.0% | +2.1% | +16.4% |
| FISI | BUY | 2014-02-05 | 2014-02-05 | $20.69 | $21K | -3.0% | -2.4% | -2.4% |
| FISI | BUY | 2009-02-25 | 2009-02-26 | $3.75 | $11K | -3.0% | -2.4% | -2.4% |
| FISI | BUY | 2007-08-10 | 2007-08-13 | $16.71 | $8K | -3.0% | -2.4% | -2.4% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.