Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST BUSINESS FINANCIAL SERVICES, INC.FBIZ · Entity 5359 | President of Bank Trust Div.* | August 16, 2018 | August 20, 2018 |
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 August 16, 2018 · Filed August 20, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,671 |
Ending reported balance
After 2018-08-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-08-16 · Grant · Acquired 2,040 · Balance 7,317 Row 2 · 2018-08-16 · Tax withholding · Disposed 646 · Balance 6,671 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 17,529 |
Reported balance
Holding disclosure · report date 2018-08-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 17,529 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 3,600 |
Reported balance
Holding disclosure · report date 2018-08-16 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3,600 |
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 |
|---|---|---|---|---|---|---|
| August 16, 2018 Filed Aug 20, 2018 16:49 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 646 | $22.29 | $14,399.34 |
DisclosureSEC source: 0000892712-18-000374 · edgar.xml · nonDerivative · entry 2 BURKE JOAN A · CIK 0001311300 · President of Bank Trust Div.* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,671 Read SEC document |
| August 16, 2018 Filed Aug 20, 2018 16:49 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 2,040 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-18-000374 · edgar.xml · nonDerivative · entry 1 BURKE JOAN A · CIK 0001311300 · President of Bank Trust Div.* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,317 Read SEC document |
| November 24, 2017 Filed Nov 28, 2017 17:49 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GiftCommon Stock | 742 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-17-000770 · edgar.xml · nonDerivative · entry 2 BURKE JOAN A · CIK 0001311300 · President of Bank Trust Div.* 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 17,529 F1 · price: This transaction is a gift, therefore, price is not applicable. Read SEC document |
| August 16, 2017 Filed Aug 17, 2017 16:51 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 2,230 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-17-000646 · edgar.xml · nonDerivative · entry 1 BURKE JOAN A · CIK 0001311300 · President of Bank Trust Div.* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,281 Read SEC document |
| August 16, 2017 Filed Nov 15, 2017 17:14 UTC Amendment | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 733 | $21.35 | $15,649.55 |
DisclosureSEC source: 0000892712-17-000758 · edgar.xml · nonDerivative · entry 2 BURKE JOAN A · CIK 0001311300 · President of Bank Trust Div.* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,548 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 17:14 UTC Amendment | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 2,230 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-17-000758 · edgar.xml · nonDerivative · entry 1 BURKE JOAN A · CIK 0001311300 · President of Bank Trust Div.* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,281 Read SEC document |
| December 13, 2016 Filed Dec 14, 2016 16:07 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GiftCommon Stock | 330 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-16-002039 · edgar.xml · nonDerivative · entry 1 BURKE JOAN A · CIK 0001311300 · President of Bank Trust Div.* 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,051 F1 · price: This transaction is a gift; therefore price is not applicable. 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.