Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NICOLET BANKSHARES INCNCBS · Entity 4136 | Director | April 17, 2018 | April 18, 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 April 17, 2018 · Filed April 18, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Nicolet National Bank Deferred Compensation Plan For Non-employee Directors | 658 |
Reported balance
After 2018-04-17 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2018-04-17 · Grant · Acquired 66 · Balance 658 |
| Common StockSEC Table I · non-derivative | Direct | 156,313 |
Reported balance
Holding disclosure · report date 2018-04-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 156,313 |
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 |
|---|---|---|---|---|---|---|
| April 17, 2018 Filed Apr 18, 2018 16:29 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 66 | $56.56 | $3,732.96 |
DisclosureSEC source: 0001127602-18-014808 · form4.xml · nonDerivative · entry 1 JEANQUART LOUIS JAMES · CIK 0001486969 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 658 Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 17:55 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 68 | $55.88 | $3,799.84 |
DisclosureSEC source: 0001127602-18-002048 · form4.xml · nonDerivative · entry 1 JEANQUART LOUIS JAMES · CIK 0001486969 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 592 Read SEC document |
| October 23, 2017 Filed Oct 24, 2017 13:42 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-030223 · form4.xml · nonDerivative · entry 1 JEANQUART LOUIS JAMES · CIK 0001486969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,313 Read SEC document |
| October 17, 2017 Filed Oct 19, 2017 15:23 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 106 | $59.70 | $6,328.20 |
DisclosureSEC source: 0001127602-17-030033 · form4.xml · nonDerivative · entry 1 JEANQUART LOUIS JAMES · CIK 0001486969 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 524 Read SEC document |
| July 18, 2017 Filed Jul 19, 2017 19:14 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 62 | $54.48 | $3,377.76 |
DisclosureSEC source: 0001127602-17-023876 · form4.xml · nonDerivative · entry 1 JEANQUART LOUIS JAMES · CIK 0001486969 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 418 Read SEC document |
| April 18, 2017 Filed Apr 20, 2017 17:11 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 88 | $47.04 | $4,139.52 |
DisclosureSEC source: 0001127602-17-015151 · form4.xml · nonDerivative · entry 1 JEANQUART LOUIS JAMES · CIK 0001486969 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 356 Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 21:57 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 108 | $47.66 | $5,147.28 |
DisclosureSEC source: 0001127602-17-001895 · form4.xml · nonDerivative · entry 1 JEANQUART LOUIS JAMES · CIK 0001486969 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 268 Read SEC document |
| December 02, 2016 Filed Dec 2, 2016 22:04 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-069001 · form4.xml · nonDerivative · entry 1 JEANQUART LOUIS JAMES · CIK 0001486969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,313 Read SEC document |
| October 18, 2016 Filed Oct 19, 2016 17:45 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 117 | $38.77 | $4,536.09 |
DisclosureSEC source: 0001127602-16-064990 · form4.xml · nonDerivative · entry 1 JEANQUART LOUIS JAMES · CIK 0001486969 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 160 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.