Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Citizens Community Bancorp Inc.CZWI · Entity 6317 | Director | February 27, 2018 | February 27, 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.
Citizens Community Bancorp Inc.
Report date February 27, 2018 · Filed February 27, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 258 |
Reported balance
After 2018-02-27 transaction · row 1
1 source rowRow 1 · 2018-02-27 · Sale · Disposed 2,000 · Balance 258 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.92 to $13.96, inclusive. The reporting person undertakes to provide the SEC staff, Citizens Community Bancorp, Inc., or any security holder of Citizens Community Bancorp, Inc., upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. |
| Common Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.04 · Expires 2020-02-04 | Direct | 12,990 |
Reported balance
Holding disclosure · report date 2018-02-27 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 12,990 F2: The common stock options awarded under the Issuer's 2004 Stock Option and Incentive Plan vested in five equal installments beginning on February 4, 2006. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.92 to $13.96, inclusive. The reporting person undertakes to provide the SEC staff, Citizens Community Bancorp, Inc., or any security holder of Citizens Community Bancorp, Inc., upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.
F2: The common stock options awarded under the Issuer's 2004 Stock Option and Incentive Plan vested in five equal installments beginning on February 4, 2006.
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 |
|---|---|---|---|---|---|---|
| February 27, 2018 Filed Feb 27, 2018 14:21 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | SaleCommon Stock, par value $0.01 per share | 2,000 | $13.92 | $27,840.00 |
DisclosureSEC source: 0001367859-18-000015 · wf-form4_151975929853072.xml · nonDerivative · entry 1 SCHILLING BRIAN R · CIK 0001279162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.92 to $13.96, inclusive. The reporting person undertakes to provide the SEC staff, Citizens Community Bancorp, Inc., or any security holder of Citizens Community Bancorp, Inc., upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 15:54 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004526 · doc4.xml · nonDerivative · entry 1 SCHILLING BRIAN R · CIK 0001279162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,258 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2008 Equity Incentive Plan, which shares vest on March 27, 2018. Read SEC document |
| October 03, 2017 Filed Oct 5, 2017 12:51 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | Exercise / conversionCommon Stock Option (right to buy) · Derivative | 1,250 | $0.00 Strike: $7.04 | $0.00 |
DisclosureSEC source: 0001209191-17-056095 · doc4.xml · derivative · entry 2 SCHILLING BRIAN R · CIK 0001279162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,990 Underlying: Common Stock · 1,250 shares Expires 2020-02-04 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. F1 · derivative.exercise_date: The common stock options awarded under the Issuer's 2004 Stock Option and Incentive Plan vested in five equal installments beginning on February 4, 2006. Read SEC document |
| October 03, 2017 Filed Oct 5, 2017 12:51 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | Exercise / conversionCommon Stock, par value $0.01 per share | 1,250 | $7.04 | $8,800.00 |
DisclosureSEC source: 0001209191-17-056095 · doc4.xml · nonDerivative · entry 1 SCHILLING BRIAN R · CIK 0001279162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,001 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 |
| October 31, 2006 Filed Oct 5, 2017 12:45 UTC Amendment | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantStock Option (Right to Buy) · Derivative | 14,240 | $0.00 Strike: $7.04 | $0.00 |
DisclosureSEC source: 0001209191-17-056094 · doc4a.xml · derivative · entry 1 SCHILLING BRIAN R · CIK 0001279162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,240 Underlying: Common Stock · 14,240 shares Expires 2020-02-04 F1 · derivative.exercise_date: Transaction represents an award of stock options under Issuer's 2004 Stock Option and Incentive Plan. The stock options are scheduled to vest in five equal installments beginning on February 4, 2006. F2 · derivative.expiration_date: Due to a clerical error, the reporting person's original Form 4 and subsequent Forms 4 filed by the reporting person set forth an incorrect expiration date. This Form 4/A corrects the error and presents the correct expiration date. 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.