Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Citizens Community Bancorp Inc.CZWI · Entity 6317 | Director | September 14, 2017 | September 18, 2017 |
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 September 14, 2017 · Filed September 18, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy IRA | 25,441 |
Reported balance
After 2017-09-14 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-09-14 · Purchase · Acquired 300 · Balance 25,441 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $13.55 to $13.56, 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 purchased at each separate price within the ranges set forth in this footnote. F2: These shares are held in the reporting person's self-directed IRA. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2017-09-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,500 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $13.55 to $13.56, 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 purchased at each separate price within the ranges set forth in this footnote.
F2: These shares are held in the reporting person's self-directed IRA.
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 |
|---|---|---|---|---|---|---|
| September 14, 2017 Filed Sep 18, 2017 15:22 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 300 | $13.56 | $4,068.00 |
DisclosureSEC source: 0001209191-17-053127 · doc4.xml · nonDerivative · entry 1 Nettesheim Timothy A. · CIK 0001493854 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 25,441 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $13.55 to $13.56, 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 purchased at each separate price within the ranges set forth in this footnote. F2 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| September 07, 2017 Filed Sep 11, 2017 16:29 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 100 | $13.60 | $1,360.00 |
DisclosureSEC source: 0001209191-17-052231 · doc4.xml · nonDerivative · entry 1 Nettesheim Timothy A. · CIK 0001493854 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Read SEC document |
| August 28, 2017 Filed Aug 30, 2017 12:26 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 141 | $13.70 | $1,931.70 |
DisclosureSEC source: 0001209191-17-050675 · doc4.xml · nonDerivative · entry 1 Nettesheim Timothy A. · CIK 0001493854 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 25,141 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. 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.