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 | 25,009 |
Reported balance
After 2018-07-17 transaction · row 1
1 source rowRow 1 · 2018-07-17 · Grant · Acquired 270 · Balance 25,009 |
| Common StockSEC Table I · non-derivative | IndirectShares owned by an adult child of Mr. Gilson for whom he serves as agent under a power of attorney | 1,072 |
Reported balance
Holding disclosure · report date 2018-07-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,072 F1: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
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 20:07 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 270 | $55.47 | $14,976.90 |
DisclosureSEC source: 0001127602-18-023602 · form4.xml · nonDerivative · entry 1 GILSON MICHAEL J · CIK 0001256093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,009 Read SEC document |
| March 06, 2018 Filed Mar 13, 2018 15:21 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,662 | $0.00 Strike: $30.78 | $0.00 |
DisclosureSEC source: 0001127602-18-011325 · form4.xml · derivative · entry 8 GILSON MICHAEL J · CIK 0001256093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,662 shares Expires 2018-04-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: As of March 6, 2018 all stock options immediately vested on April 29, 2016 have been fully exercised. Read SEC document |
| March 06, 2018 Filed Mar 13, 2018 15:21 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,546 | $0.00 Strike: $21.04 | $0.00 |
DisclosureSEC source: 0001127602-18-011325 · form4.xml · derivative · entry 7 GILSON MICHAEL J · CIK 0001256093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,546 shares Expires 2018-04-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: As of March 6, 2018 all stock options immediately vested on April 29, 2016 have been fully exercised. Read SEC document |
| March 06, 2018 Filed Mar 13, 2018 15:21 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,486 | $0.00 Strike: $13.73 | $0.00 |
DisclosureSEC source: 0001127602-18-011325 · form4.xml · derivative · entry 6 GILSON MICHAEL J · CIK 0001256093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,486 shares Expires 2018-04-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: As of March 6, 2018 all stock options immediately vested on April 29, 2016 have been fully exercised. Read SEC document |
| March 06, 2018 Filed Mar 13, 2018 15:21 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 4,694 | $54.50 | $255,823.00 |
DisclosureSEC source: 0001127602-18-011325 · form4.xml · nonDerivative · entry 4 GILSON MICHAEL J · CIK 0001256093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,739 Read SEC document |
| March 06, 2018 Filed Mar 13, 2018 15:21 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionCommon Stock | 1,662 | $30.78 | $51,156.36 |
DisclosureSEC source: 0001127602-18-011325 · form4.xml · nonDerivative · entry 3 GILSON MICHAEL J · CIK 0001256093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,433 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 06, 2018 Filed Mar 13, 2018 15:21 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionCommon Stock | 1,546 | $21.04 | $32,527.84 |
DisclosureSEC source: 0001127602-18-011325 · form4.xml · nonDerivative · entry 2 GILSON MICHAEL J · CIK 0001256093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,771 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 06, 2018 Filed Mar 13, 2018 15:21 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionCommon Stock | 1,486 | $13.73 | $20,402.78 |
DisclosureSEC source: 0001127602-18-011325 · form4.xml · nonDerivative · entry 1 GILSON MICHAEL J · CIK 0001256093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,225 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 28, 2017 Filed Nov 28, 2017 19:22 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 1,986 | $58.00 | $115,188.00 |
DisclosureSEC source: 0001127602-17-033347 · form4.xml · nonDerivative · entry 5 GILSON MICHAEL J · CIK 0001256093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,739 Read SEC document |
| November 27, 2017 Filed Nov 28, 2017 19:22 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionStock Option (Right to Buy) · Derivative | 400 | $0.00 Strike: $13.73 | $0.00 |
DisclosureSEC source: 0001127602-17-033347 · form4.xml · derivative · entry 8 GILSON MICHAEL J · CIK 0001256093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,486 Underlying: Common Stock · 400 shares Expires 2018-04-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The stock option is currently exercisable as to 1,486 shares. The options vested immediately upon consummation of the merger with Baylake Corp. on April 29, 2016. Read SEC document |
| November 27, 2017 Filed Nov 28, 2017 19:22 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,886 | $0.00 Strike: $9.19 | $0.00 |
DisclosureSEC source: 0001127602-17-033347 · form4.xml · derivative · entry 7 GILSON MICHAEL J · CIK 0001256093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,886 shares Expires 2018-04-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The 1,886 nonqualified options exercised were immediately vested options upon the consummation of the merger with Baylake Corp. on April 29, 2016. Read SEC document |
| November 27, 2017 Filed Nov 28, 2017 19:22 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 100 | $58.10 | $5,810.00 |
DisclosureSEC source: 0001127602-17-033347 · form4.xml · nonDerivative · entry 4 GILSON MICHAEL J · CIK 0001256093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,725 Read SEC document |
| November 27, 2017 Filed Nov 28, 2017 19:22 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 200 | $58.00 | $11,600.00 |
DisclosureSEC source: 0001127602-17-033347 · form4.xml · nonDerivative · entry 3 GILSON MICHAEL J · CIK 0001256093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,825 Read SEC document |
| November 27, 2017 Filed Nov 28, 2017 19:22 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionCommon Stock | 400 | $13.73 | $5,492.00 |
DisclosureSEC source: 0001127602-17-033347 · form4.xml · nonDerivative · entry 2 GILSON MICHAEL J · CIK 0001256093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,025 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 27, 2017 Filed Nov 28, 2017 19:22 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionCommon Stock | 1,886 | $9.19 | $17,332.34 |
DisclosureSEC source: 0001127602-17-033347 · form4.xml · nonDerivative · entry 1 GILSON MICHAEL J · CIK 0001256093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,625 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.