Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NICOLET BANKSHARES INCNCBS · Entity 4136 | Director | May 01, 2019 | May 01, 2019 |
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 May 01, 2019 · Filed May 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Retirement Trust | 2,458 |
Reported balance
After 2019-05-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-05-01 · Sale · Disposed 820 · Balance 2,458 |
| Common StockSEC Table I · non-derivative | Direct | 25,180 |
Reported balance
Holding disclosure · report date 2019-05-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 25,180 |
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 |
|---|---|---|---|---|---|---|
| May 01, 2019 Filed May 1, 2019 19:37 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 820 | $61.12 | $50,120.37 |
DisclosureSEC source: 0001127602-19-016703 · form4.xml · nonDerivative · entry 1 HERLACHE THOMAS L · CIK 0001254915 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Retirement Trust Disclosed balance after: 2,458 Read SEC document |
| November 21, 2018 Filed Nov 27, 2018 20:50 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 820 | $52.36 | $42,937.74 |
DisclosureSEC source: 0001127602-18-034466 · form4.xml · nonDerivative · entry 1 HERLACHE THOMAS L · CIK 0001254915 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Retirement Trust Disclosed balance after: 3,278 Read SEC document |
| September 06, 2018 Filed Sep 6, 2018 20:33 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 770 | $55.06 | $42,396.20 |
DisclosureSEC source: 0001127602-18-026886 · form4.xml · nonDerivative · entry 2 HERLACHE THOMAS L · CIK 0001254915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,180 Read SEC document |
| September 06, 2018 Filed Sep 6, 2018 20:33 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 100 | $55.09 | $5,509.00 |
DisclosureSEC source: 0001127602-18-026886 · form4.xml · nonDerivative · entry 1 HERLACHE THOMAS L · CIK 0001254915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,950 Read SEC document |
| July 17, 2018 Filed Jul 19, 2018 20:11 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 270 | $55.47 | $14,976.90 |
DisclosureSEC source: 0001127602-18-023604 · form4.xml · nonDerivative · entry 1 HERLACHE THOMAS L · CIK 0001254915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,050 Read SEC document |
| May 01, 2018 Filed May 1, 2018 19:20 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 820 | $55.23 | $45,288.60 |
DisclosureSEC source: 0001127602-18-015714 · form4.xml · nonDerivative · entry 1 HERLACHE THOMAS L · CIK 0001254915 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Retirement Trust Disclosed balance after: 4,098 Read SEC document |
| April 20, 2018 Filed Apr 23, 2018 18:49 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 858 | $56.00 | $48,048.00 |
DisclosureSEC source: 0001127602-18-015072 · form4.xml · nonDerivative · entry 1 HERLACHE THOMAS L · CIK 0001254915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,780 Read SEC document |
| November 03, 2017 Filed Feb 27, 2018 19:04 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 1,640 | $56.38 | $92,463.20 |
DisclosureSEC source: 0001127602-18-008623 · form4.xml · nonDerivative · entry 1 HERLACHE THOMAS L · CIK 0001254915 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Retirement Trust Disclosed balance after: 4,918 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.