Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NICOLET BANKSHARES INCNCBS · Entity 4136 | Director | April 21, 2020 | April 22, 2020 |
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.
NICOLET BANKSHARES INC
Report date April 21, 2020 · Filed April 22, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Nicolet National Bank Deferred Compensation Plan For Non-employee Directors | 4,708 |
Reported balance
After 2020-04-21 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-04-21 · Grant · Acquired 199 · Balance 4,708 |
| Common StockSEC Table I · non-derivative | Direct | 38,629 |
Reported balance
Holding disclosure · report date 2020-04-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 38,629 |
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 |
|---|---|---|---|---|---|---|
| April 21, 2020 Filed Apr 22, 2020 19:23 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 199 | $52.88 | $10,523.12 |
DisclosureSEC source: 0001127602-20-014299 · form4.xml · nonDerivative · entry 1 Rose Randy James · CIK 0001666844 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 4,708 Read SEC document |
| January 21, 2020 Filed Jan 23, 2020 17:49 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 147 | $71.48 | $10,507.56 |
DisclosureSEC source: 0001127602-20-002221 · form4.xml · nonDerivative · entry 1 Rose Randy James · CIK 0001666844 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 4,509 Read SEC document |
| October 15, 2019 Filed Oct 16, 2019 14:36 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 80 | $65.74 | $5,259.20 |
DisclosureSEC source: 0001127602-19-030544 · form4.xml · nonDerivative · entry 1 Rose Randy James · CIK 0001666844 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 4,362 Read SEC document |
| July 16, 2019 Filed Jul 17, 2019 15:12 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 95 | $62.81 | $5,966.95 |
DisclosureSEC source: 0001127602-19-024708 · form4.xml · nonDerivative · entry 1 Rose Randy James · CIK 0001666844 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 4,282 Read SEC document |
| June 18, 2019 Filed Jun 20, 2019 18:15 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 387 | $61.96 | $23,978.52 |
DisclosureSEC source: 0001127602-19-022360 · form4.xml · nonDerivative · entry 1 Rose Randy James · CIK 0001666844 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,629 Read SEC document |
| April 16, 2019 Filed Apr 16, 2019 19:56 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 114 | $59.31 | $6,761.34 |
DisclosureSEC source: 0001127602-19-015546 · form4.xml · nonDerivative · entry 1 Rose Randy James · CIK 0001666844 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 4,187 Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 19:40 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 257 | $49.50 | $12,721.50 |
DisclosureSEC source: 0001127602-19-002288 · form4.xml · nonDerivative · entry 1 Rose Randy James · CIK 0001666844 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 4,073 Read SEC document |
| October 16, 2018 Filed Oct 17, 2018 14:12 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 105 | $50.10 | $5,260.50 |
DisclosureSEC source: 0001127602-18-030389 · form4.xml · nonDerivative · entry 1 Rose Randy James · CIK 0001666844 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 3,816 Read SEC document |
| July 17, 2018 Filed Jul 19, 2018 20:24 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 95 | $55.60 | $5,282.00 |
DisclosureSEC source: 0001127602-18-023614 · form4.xml · nonDerivative · entry 2 Rose Randy James · CIK 0001666844 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 3,711 Read SEC document |
| July 17, 2018 Filed Jul 19, 2018 20:24 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 270 | $55.47 | $14,976.90 |
DisclosureSEC source: 0001127602-18-023614 · form4.xml · nonDerivative · entry 1 Rose Randy James · CIK 0001666844 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,242 Read SEC document |
| April 17, 2018 Filed Apr 18, 2018 16:40 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 132 | $56.56 | $7,465.92 |
DisclosureSEC source: 0001127602-18-014814 · form4.xml · nonDerivative · entry 1 Rose Randy James · CIK 0001666844 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 3,616 Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 18:09 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 188 | $55.88 | $10,505.44 |
DisclosureSEC source: 0001127602-18-002054 · form4.xml · nonDerivative · entry 1 Rose Randy James · CIK 0001666844 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 3,484 Read SEC document |
| October 17, 2017 Filed Oct 19, 2017 15:30 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 138 | $59.70 | $8,238.60 |
DisclosureSEC source: 0001127602-17-030037 · form4.xml · nonDerivative · entry 1 Rose Randy James · CIK 0001666844 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 3,296 Read SEC document |
| July 18, 2017 Filed Jul 19, 2017 19:35 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 124 | $54.48 | $6,755.52 |
DisclosureSEC source: 0001127602-17-023884 · form4.xml · nonDerivative · entry 1 Rose Randy James · CIK 0001666844 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 3,158 Read SEC document |
| April 18, 2017 Filed Apr 20, 2017 17:24 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 176 | $47.04 | $8,279.04 |
DisclosureSEC source: 0001127602-17-015163 · form4.xml · nonDerivative · entry 1 Rose Randy James · CIK 0001666844 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 3,034 Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 22:09 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 205 | $47.66 | $9,770.30 |
DisclosureSEC source: 0001127602-17-001904 · form4.xml · nonDerivative · entry 1 Rose Randy James · CIK 0001666844 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 2,858 Read SEC document |
| October 18, 2016 Filed Oct 19, 2016 17:48 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 144 | $38.77 | $5,582.88 |
DisclosureSEC source: 0001127602-16-064994 · form4.xml · nonDerivative · entry 1 Rose Randy James · CIK 0001666844 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 2,653 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.