Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST BUSINESS FINANCIAL SERVICES, INC.FBIZ · Entity 5359 | Director | July 30, 2018 | August 01, 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 July 30, 2018 · Filed August 01, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,991 |
Reported balance
After 2018-07-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-07-30 · Gift · Disposed 2,087 · Balance 33,991 F1: Transaction is a gift, therefore price is not applicable. F2: Direct holdlings include 33,991 shares held by Revocable Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction is a gift, therefore price is not applicable.
F2: Direct holdlings include 33,991 shares held by Revocable Trust.
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 |
|---|---|---|---|---|---|---|
| July 30, 2018 Filed Aug 1, 2018 16:12 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GiftCommon Stock | 2,087 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-18-000341 · edgar.xml · nonDerivative · entry 1 SMITH JEROME J · CIK 0001311432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,991 F1 · price: Transaction is a gift, therefore price is not applicable. F2 · balance_after: Direct holdlings include 33,991 shares held by Revocable Trust. Read SEC document |
| September 06, 2017 Filed Sep 6, 2017 16:10 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 1,250 | $21.17 | $26,463.00 |
DisclosureSEC source: 0000892712-17-000689 · edgar.xml · nonDerivative · entry 1 SMITH JEROME J · CIK 0001311432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 16, 2017 Filed Aug 17, 2017 16:49 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-17-000645 · edgar.xml · nonDerivative · entry 1 SMITH JEROME J · CIK 0001311432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 Read SEC document |
| August 02, 2017 Filed Aug 3, 2017 16:22 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 1,475 | $21.40 | $31,565.00 |
DisclosureSEC source: 0000892712-17-000579 · edgar.xml · nonDerivative · entry 1 SMITH JEROME J · CIK 0001311432 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 34,828 Read SEC document |
| May 16, 2017 Filed May 17, 2017 17:35 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 1,250 | $23.89 | $29,862.50 |
DisclosureSEC source: 0000892712-17-000430 · edgar.xml · nonDerivative · entry 1 SMITH JEROME J · CIK 0001311432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 Read SEC document |
| May 02, 2017 Filed May 3, 2017 16:42 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 34 | $26.04 | $885.36 |
DisclosureSEC source: 0000892712-17-000378 · edgar.xml · nonDerivative · entry 1 SMITH JEROME J · CIK 0001311432 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 36,303 Read SEC document |
| March 03, 2017 Filed Mar 3, 2017 16:25 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 1,250 | $24.83 | $31,031.50 |
DisclosureSEC source: 0000892712-17-000176 · edgar.xml · nonDerivative · entry 1 SMITH JEROME J · CIK 0001311432 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 36,337 Read SEC document |
| February 16, 2017 Filed Feb 17, 2017 16:46 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 1,250 | $25.52 | $31,900.00 |
DisclosureSEC source: 0000892712-17-000144 · edgar.xml · nonDerivative · entry 1 SMITH JEROME J · CIK 0001311432 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 37,587 Read SEC document |
| January 31, 2017 Filed Jan 31, 2017 16:55 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 3,750 | $24.20 | $90,762.38 |
DisclosureSEC source: 0000892712-17-000076 · edgar.xml · nonDerivative · entry 1 SMITH JEROME J · CIK 0001311432 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 36,337 Read SEC document |
| November 25, 2016 Filed Nov 28, 2016 16:46 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GiftCommon Stock | 600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-16-002010 · edgar.xml · nonDerivative · entry 1 SMITH JEROME J · CIK 0001311432 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 38,837 F1 · price: This transaction is a gift; therefore price is not applicable. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 14:53 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 1,250 | $21.50 | $26,875.00 |
DisclosureSEC source: 0000892712-16-002006 · edgar.xml · nonDerivative · entry 1 SMITH JEROME J · CIK 0001311432 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 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.