Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Citizens Community Bancorp Inc.CZWI · Entity 6317 | Director | January 19, 2023 | January 23, 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.
Citizens Community Bancorp Inc.
Report date January 19, 2023 · Filed January 23, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 190,600 |
Reported balance
After 2023-01-19 transaction · row 1
1 source rowRow 1 · 2023-01-19 · Grant · Acquired 1,213 · Balance 190,600 F1: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest June 30, 2023. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy Spouse | 34,596 |
Reported balance
Holding disclosure · report date 2023-01-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 34,596 F2: The reporting person's spouse owns 34,275 shares of our common stock directly and 321 shares are held by the reporting person's spouse as custodian for her grandchildren. Mr. McHugh disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest June 30, 2023.
F2: The reporting person's spouse owns 34,275 shares of our common stock directly and 321 shares are held by the reporting person's spouse as custodian for her grandchildren. Mr. McHugh disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| January 19, 2023 Filed Jan 23, 2023 16:21 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,213 | $12.36 | $14,992.68 |
DisclosureSEC source: 0001367859-23-000057 · wf-form4_167450884105497.xml · nonDerivative · entry 1 MCHUGH RICHARD · CIK 0001279160 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,600 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest June 30, 2023. Read SEC document |
| August 03, 2022 Filed Aug 3, 2022 16:09 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 438 | $13.40 | $5,869.20 |
DisclosureSEC source: 0001367859-22-000117 · wf-form4_165955733153444.xml · nonDerivative · entry 2 MCHUGH RICHARD · CIK 0001279160 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,387 Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 16:09 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 62 | $12.90 | $799.80 |
DisclosureSEC source: 0001367859-22-000117 · wf-form4_165955733153444.xml · nonDerivative · entry 1 MCHUGH RICHARD · CIK 0001279160 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,949 Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 09:28 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 2,142 | $14.00 | $29,988.00 |
DisclosureSEC source: 0001367859-22-000039 · wf-form4_164363931384869.xml · nonDerivative · entry 1 MCHUGH RICHARD · CIK 0001279160 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,887 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest December 31, 2022. Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 08:51 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 2,782 | $10.78 | $29,989.96 |
DisclosureSEC source: 0001367859-21-000020 · wf-form4_161218747104308.xml · nonDerivative · entry 1 MCHUGH RICHARD · CIK 0001279160 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,745 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest December 31, 2021. Read SEC document |
| May 08, 2020 Filed May 8, 2020 17:24 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 2,000 | $8.00 | $16,000.00 |
DisclosureSEC source: 0001367859-20-000107 · wf-form4_158897302273338.xml · nonDerivative · entry 1 MCHUGH RICHARD · CIK 0001279160 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,963 Read SEC document |
| May 06, 2020 Filed May 6, 2020 18:18 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 2,000 | $7.99 | $15,980.00 |
DisclosureSEC source: 0001367859-20-000098 · wf-form4_158880348341306.xml · nonDerivative · entry 1 MCHUGH RICHARD · CIK 0001279160 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,963 Read SEC document |
| January 23, 2020 Filed Jan 27, 2020 13:28 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 2,092 | $11.95 | $24,999.40 |
DisclosureSEC source: 0001367859-20-000025 · wf-form4_158014969073221.xml · nonDerivative · entry 1 MCHUGH RICHARD · CIK 0001279160 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,829 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest equally over three years on each of January 23, 2021, January 23, 2022 and January 23, 2023. Read SEC document |
| January 24, 2019 Filed Jan 28, 2019 14:50 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | Exercise / conversionCommon Stock Option (right to buy) · Derivative | 14,240 | $0.00 Strike: $7.04 | $0.00 |
DisclosureSEC source: 0001367859-19-000017 · wf-form4_154870503623738.xml · derivative · entry 3 MCHUGH RICHARD · CIK 0001279160 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,240 shares Expires 2020-02-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 24, 2019 Filed Jan 28, 2019 14:50 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | Exercise / conversionCommon Stock, par value $0.01 per share | 14,240 | $7.04 | $100,249.60 |
DisclosureSEC source: 0001367859-19-000017 · wf-form4_154870503623738.xml · nonDerivative · entry 1 MCHUGH RICHARD · CIK 0001279160 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,737 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 25, 2018 Filed Oct 29, 2018 08:39 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 2,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001367859-18-000134 · wf-form4_154081677361760.xml · nonDerivative · entry 1 MCHUGH RICHARD · CIK 0001279160 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,497 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest on December 31, 2019. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 16:02 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 515 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004539 · doc4.xml · nonDerivative · entry 1 MCHUGH RICHARD · CIK 0001279160 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,139 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2008 Equity Incentive Plan, which shares vest on October 1, 2018. Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 14:09 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 182 | $10.90 | $1,983.80 |
DisclosureSEC source: 0001209191-16-148822 · doc4.xml · nonDerivative · entry 1 MCHUGH RICHARD · CIK 0001279160 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 34,596 F1 · ownership.nature: The shares purchased included 141 shares purchased by the reporting person's spouse directly and 41 shares purchased by the reporting person's spouse as custodian for the benefit of her grandchildren. Following such acquisitions, the reporting person's spouse owns 34,275 shares of our common stock directly and 321 shares are held by the reporting person's spouse as custodian for her grandchildren. Mr. McHugh disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein. 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.