Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bank First CorpBFC · Entity 4631 | Director | March 07, 2023 | March 07, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Bank First Corp
Report date March 07, 2023 · Filed March 07, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Holmes Residuary Trust | 166,723 |
Reported balance
After 2023-03-07 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-03-07 · Grant · Acquired 687 · Balance 166,723 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 07, 2023 Filed Mar 7, 2023 21:04 UTC | Bank First Corp BFC · Entity 4631 | GrantCommon Stock | 687 | $80.17 | $55,076.79 |
DisclosureSEC source: 0001104659-23-029542 · tm238726d14_4seq1.xml · nonDerivative · entry 1 Holmes Robert W. · CIK 0001814729 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Holmes Residuary Trust Disclosed balance after: 166,723 Read SEC document |
| August 26, 2022 Filed Aug 29, 2022 19:14 UTC | Bank First Corp BFC · Entity 4631 | Disposition to issuerCommon Stock | 15,073 | $80.03 | $1,206,292.19 |
DisclosureSEC source: 0001104659-22-095614 · tm2224751-1_4seq1.xml · nonDerivative · entry 2 Holmes Robert W. · CIK 0001814729 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Equity Trust Company FBO Robert Holmes Disclosed balance after: 0 Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 21:12 UTC | Bank First Corp BFC · Entity 4631 | GrantCommon Stock | 646 | $69.73 | $45,045.58 |
DisclosureSEC source: 0001104659-22-031515 · tm228706-2_4seq1.xml · nonDerivative · entry 1 Holmes Robert W. · CIK 0001814729 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Holmes Residuary Trust Disclosed balance after: 166,036 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 21:04 UTC | Bank First Corp BFC · Entity 4631 | GrantCommon Stock | 634 | $71.04 | $45,039.36 |
DisclosureSEC source: 0001104659-21-032710 · tm218835-2_4seq1.xml · nonDerivative · entry 1 Holmes Robert W. · CIK 0001814729 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Holmes Residuary Trust Disclosed balance after: 165,390 Read SEC document |
| November 05, 2020 Filed Nov 5, 2020 23:36 UTC | Bank First Corp BFC · Entity 4631 | SaleCommon Stock | 20,578 | $62.33 | $1,282,626.74 |
DisclosureSEC source: 0001104659-20-121962 · tm2035183d2_form4.xml · nonDerivative · entry 1 Holmes Robert W. · CIK 0001814729 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Holmes Remainder Trust Disclosed balance after: 0 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.