Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Citizens Community Bancorp Inc.CZWI · Entity 6317 | Director | January 17, 2018 | January 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.
Citizens Community Bancorp Inc.
Report date January 17, 2018 · Filed January 19, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 94,026 |
Reported balance
After 2018-01-17 transaction · row 1
1 source rowRow 1 · 2018-01-17 · Grant · Acquired 257 · Balance 94,026 F1: Represents restricted shares of Common Stock awarded under the Company's 2008 Equity Incentive Plan, which shares vest on March 27, 2018. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy Scranton Street Holdings, LP | 10,753 |
Reported balance
Holding disclosure · report date 2018-01-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,753 |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy Oakdale LLC | 6,100 |
Reported balance
Holding disclosure · report date 2018-01-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,100 |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy Northshore Partnership LTD. | 2,866 |
Reported balance
Holding disclosure · report date 2018-01-17 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,866 |
| Common Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.04 · Expires 2020-02-04 | Direct | 12,740 |
Reported balance
Holding disclosure · report date 2018-01-17 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 12,740 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted shares of Common Stock awarded under the Company's 2008 Equity Incentive Plan, which shares vest on March 27, 2018.
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 |
|---|---|---|---|---|---|---|
| January 17, 2018 Filed Jan 19, 2018 15:47 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004514 · doc4.xml · nonDerivative · entry 1 WESTRATE DAVID B · CIK 0001279164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,026 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 |
| September 08, 2017 Filed Sep 12, 2017 16:39 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 1,200 | $13.61 | $16,332.00 |
DisclosureSEC source: 0001209191-17-052442 · doc4.xml · nonDerivative · entry 1 WESTRATE DAVID B · CIK 0001279164 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Scranton Street Holdings, LP Disclosed balance after: 10,753 Read SEC document |
| September 13, 2016 Filed Sep 14, 2016 13:16 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | SaleCommon Stock, par value $0.01 per share | 3,741 | $10.73 | $40,140.93 |
DisclosureSEC source: 0001144204-16-123853 · v448822_4.xml · nonDerivative · entry 3 WESTRATE DAVID B · CIK 0001279164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,769 F2 · price: The price reported above is the average transaction price. The range of prices for such transactions is $10.72 to $10.74. Upon request by the Commission staff, the reporting person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| September 09, 2016 Filed Sep 14, 2016 13:16 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | SaleCommon Stock, par value $0.01 per share | 100 | $11.00 | $1,100.00 |
DisclosureSEC source: 0001144204-16-123853 · v448822_4.xml · nonDerivative · entry 2 WESTRATE DAVID B · CIK 0001279164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,510 Read SEC document |
| September 08, 2016 Filed Sep 14, 2016 13:16 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | SaleCommon Stock, par value $0.01 per share | 1,159 | $10.89 | $12,621.51 |
DisclosureSEC source: 0001144204-16-123853 · v448822_4.xml · nonDerivative · entry 1 WESTRATE DAVID B · CIK 0001279164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,610 F1 · price: The price reported above is the average transaction price. The range of prices for such transactions is $10.88 to $10.98. Upon request by the Commission staff, the reporting person will provide full information regarding the number of shares sold at each separate price. 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.