Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NICOLET BANKSHARES INCNCBS · Entity 4136 | Director | July 17, 2018 | July 19, 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.
NICOLET BANKSHARES INC
Report date July 17, 2018 · Filed July 19, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,907 |
Reported balance
After 2018-07-17 transaction · row 1
1 source rowRow 1 · 2018-07-17 · Grant · Acquired 270 · Balance 40,907 |
| Common StockSEC Table I · non-derivative | IndirectBy Nicolet National Bank Deferred Compensation Plan For Non-employee Directors | 282 |
Reported balance
Holding disclosure · report date 2018-07-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 282 |
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 17, 2018 Filed Jul 19, 2018 19:52 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 270 | $55.47 | $14,976.90 |
DisclosureSEC source: 0001127602-18-023594 · form4.xml · nonDerivative · entry 1 AGNEW ROBERT W · CIK 0001254923 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,907 Read SEC document |
| October 18, 2016 Filed Oct 19, 2016 17:33 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 145 | $38.77 | $5,621.65 |
DisclosureSEC source: 0001127602-16-064981 · form4.xml · nonDerivative · entry 1 AGNEW ROBERT W · CIK 0001254923 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 282 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.