Susan R Holliday - Net Worth and Insider Trading

Susan R Holliday Net Worth

The estimated net worth of Susan R Holliday is at least $861,131 dollars as of 2024-09-30. Susan R Holliday is the Director of Financial Institutions Inc and owns about 34,199 shares of Financial Institutions Inc (FISI) stock worth over $861,131. Details can be seen in Susan R Holliday's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Susan R Holliday has not made any transactions after 2023-05-11 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Susan R Holliday

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Susan R Holliday Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Susan R Holliday owns 1 companies in total, including Financial Institutions Inc (FISI) .

Click here to see the complete history of Susan R Holliday’s form 4 insider trades.

Insider Ownership Summary of Susan R Holliday

Ticker Comapny Transaction Date Type of Owner
FISI Financial Institutions Inc 2023-05-11 director

Susan R Holliday Latest Holdings Summary

Susan R Holliday currently owns a total of 1 stock. Susan R Holliday owns 34,199 shares of Financial Institutions Inc (FISI) as of May 11, 2023, with a value of $861,131.

Latest Holdings of Susan R Holliday

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
FISI Financial Institutions Inc 2023-05-11 34,199 25.18 861,131

Holding Weightings of Susan R Holliday


Susan R Holliday Form 4 Trading Tracker

According to the SEC Form 4 filings, Susan R Holliday has made a total of 2 transactions in Financial Institutions Inc (FISI) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Financial Institutions Inc is the acquisition of 1,000 shares on May 11, 2023, which cost Susan R Holliday around $15,700.

Insider Trading History of Susan R Holliday

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Susan R Holliday Trading Performance

GuruFocus tracks the stock performance after each of Susan R Holliday's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Susan R Holliday is 3.48%. GuruFocus also compares Susan R Holliday's trading performance to market benchmark return within the same time period. The performance of stocks bought by Susan R Holliday within 3 months outperforms 1 times out of 2 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Susan R Holliday's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Susan R Holliday

Average Return

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Average return per transaction

Outperforming Transactions

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2 out of 2 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 0.81 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -2.12 LIMIT LIMIT LIMIT LIMIT LIMIT

Susan R Holliday Ownership Network

Ownership Network List of Susan R Holliday

No Data

Ownership Network Relation of Susan R Holliday

Insider Network Chart

Susan R Holliday Owned Company Details

What does Financial Institutions Inc do?

Who are the key executives at Financial Institutions Inc?

Susan R Holliday is the director of Financial Institutions Inc. Other key executives at Financial Institutions Inc include Senior Vice President Martin Kearney Birmingham , Senior Vice President Burruano Samuel J Jr , and Chief Financial Officer Plants William Jack Ii .

Financial Institutions Inc (FISI) Insider Trades Summary

Over the past 18 months, Susan R Holliday made 1 insider transaction in Financial Institutions Inc (FISI) with a net purchase of 1,000. Other recent insider transactions involving Financial Institutions Inc (FISI) include a net purchase of 10,000 shares made by Robert N Latella , a net purchase of 2,000 shares made by Samuel M Gullo , and a net purchase of 1,500 shares made by Plants William Jack Ii .

In summary, during the past 3 months, insiders sold 0 shares of Financial Institutions Inc (FISI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Financial Institutions Inc (FISI) were sold and 20,390 shares were bought by its insiders, resulting in a net purchase of 20,390 shares.

Financial Institutions Inc (FISI)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Financial Institutions Inc Insider Transactions

No Available Data

Susan R Holliday Mailing Address

Above is the net worth, insider trading, and ownership report for Susan R Holliday. You might contact Susan R Holliday via mailing address: 220 Liberty St, Warsaw Ny 14569.

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