Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST BUSINESS FINANCIAL SERVICES, INC.FBIZ · Entity 5359 | Chief Credit Officer | February 16, 2020 | February 19, 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.
FIRST BUSINESS FINANCIAL SERVICES, INC.
Report date February 16, 2020 · Filed February 19, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,172 |
Ending reported balance
After 2020-02-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-02-16 · Grant · Acquired 2,430 · Balance 31,354 Row 2 · 2020-02-16 · Tax withholding · Disposed 182 · Balance 31,172 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 2,000 |
Reported balance
Holding disclosure · report date 2020-02-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,000 |
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 |
|---|---|---|---|---|---|---|
| February 16, 2020 Filed Feb 19, 2020 16:42 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 182 | $25.82 | $4,699.24 |
DisclosureSEC source: 0000892712-20-000107 · edgar.xml · nonDerivative · entry 2 LOSENEGGER MICHAEL J · CIK 0001311954 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,172 Read SEC document |
| February 16, 2020 Filed Feb 19, 2020 16:42 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 2,430 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-20-000107 · edgar.xml · nonDerivative · entry 1 LOSENEGGER MICHAEL J · CIK 0001311954 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,354 Read SEC document |
| August 21, 2019 Filed Aug 22, 2019 16:24 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 1,000 | $24.01 | $24,010.00 |
DisclosureSEC source: 0000892712-19-000319 · edgar.xml · nonDerivative · entry 2 LOSENEGGER MICHAEL J · CIK 0001311954 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,924 Read SEC document |
| August 20, 2019 Filed Aug 22, 2019 16:24 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 500 | $24.05 | $12,025.00 |
DisclosureSEC source: 0000892712-19-000319 · edgar.xml · nonDerivative · entry 1 LOSENEGGER MICHAEL J · CIK 0001311954 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,924 Read SEC document |
| August 16, 2019 Filed Aug 20, 2019 16:58 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 506 | $23.82 | $12,052.92 |
DisclosureSEC source: 0000892712-19-000313 · edgar.xml · nonDerivative · entry 1 LOSENEGGER MICHAEL J · CIK 0001311954 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,424 Read SEC document |
| February 16, 2019 Filed Feb 20, 2019 16:34 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 1,495 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-19-000082 · edgar.xml · nonDerivative · entry 1 LOSENEGGER MICHAEL J · CIK 0001311954 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,930 Read SEC document |
| August 16, 2018 Filed Aug 20, 2018 16:53 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 592 | $22.29 | $13,195.68 |
DisclosureSEC source: 0000892712-18-000379 · edgar.xml · nonDerivative · entry 2 LOSENEGGER MICHAEL J · CIK 0001311954 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,435 Read SEC document |
| August 16, 2018 Filed Aug 20, 2018 16:53 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 1,235 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-18-000379 · edgar.xml · nonDerivative · entry 1 LOSENEGGER MICHAEL J · CIK 0001311954 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,027 Read SEC document |
| August 16, 2017 Filed Aug 17, 2017 16:28 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 2,705 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-17-000630 · edgar.xml · nonDerivative · entry 1 LOSENEGGER MICHAEL J · CIK 0001311954 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,486 Read SEC document |
| August 16, 2017 Filed Nov 15, 2017 17:18 UTC Amendment | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 694 | $21.35 | $14,816.90 |
DisclosureSEC source: 0000892712-17-000762 · edgar.xml · nonDerivative · entry 2 LOSENEGGER MICHAEL J · CIK 0001311954 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,792 F1 · balance_after: Amended to reflect the withholding of shares to satisfy tax withholding obligations and correct the resulting balance. Read SEC document |
| August 16, 2017 Filed Nov 15, 2017 17:18 UTC Amendment | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 2,705 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-17-000762 · edgar.xml · nonDerivative · entry 1 LOSENEGGER MICHAEL J · CIK 0001311954 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,486 Read SEC document |
| May 12, 2017 Filed May 15, 2017 16:22 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 2,587 | $23.92 | $61,881.04 |
DisclosureSEC source: 0000892712-17-000426 · edgar.xml · nonDerivative · entry 1 LOSENEGGER MICHAEL J · CIK 0001311954 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,781 Read SEC document |
| May 12, 2017 Filed May 15, 2017 16:17 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 2,587 | $23.92 | $61,881.04 |
DisclosureSEC source: 0000892712-17-000425 · edgar.xml · nonDerivative · entry 1 LOSENEGGER MICHAEL J · CIK 0001311954 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,781 Read SEC document |
| May 11, 2017 Filed May 12, 2017 17:03 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 2,413 | $23.78 | $57,378.49 |
DisclosureSEC source: 0000892712-17-000418 · edgar.xml · nonDerivative · entry 1 LOSENEGGER MICHAEL J · CIK 0001311954 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,368 Read SEC document |
| February 08, 2017 Filed Feb 8, 2017 16:30 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 1,737 | $24.34 | $42,278.58 |
DisclosureSEC source: 0000892712-17-000131 · edgar.xml · nonDerivative · entry 2 LOSENEGGER MICHAEL J · CIK 0001311954 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,781 Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 16:30 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 3,263 | $24.31 | $79,323.53 |
DisclosureSEC source: 0000892712-17-000131 · edgar.xml · nonDerivative · entry 1 LOSENEGGER MICHAEL J · CIK 0001311954 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,518 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.