Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NICOLET BANKSHARES INCNCBS · Entity 4136 | Director | July 18, 2017 | July 19, 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.
NICOLET BANKSHARES INC
Report date July 18, 2017 · Filed July 19, 2017
| 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 | 328 |
Reported balance
After 2017-07-18 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-07-18 · Grant · Acquired 31 · Balance 328 |
| Common StockSEC Table I · non-derivative | Direct | 1,090 |
Reported balance
Holding disclosure · report date 2017-07-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,090 |
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 18, 2017 Filed Jul 19, 2017 19:32 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 31 | $54.48 | $1,688.88 |
DisclosureSEC source: 0001127602-17-023882 · form4.xml · nonDerivative · entry 1 MURPHY WILLIAM D · CIK 0001633365 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 328 Read SEC document |
| April 18, 2017 Filed Apr 20, 2017 17:21 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 84 | $47.04 | $3,951.36 |
DisclosureSEC source: 0001127602-17-015161 · form4.xml · nonDerivative · entry 1 MURPHY WILLIAM D · CIK 0001633365 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 297 Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 22:07 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 130 | $47.66 | $6,195.80 |
DisclosureSEC source: 0001127602-17-001902 · form4.xml · nonDerivative · entry 1 MURPHY WILLIAM D · CIK 0001633365 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 213 Read SEC document |
| October 18, 2016 Filed Oct 19, 2016 17:46 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 47 | $38.77 | $1,822.19 |
DisclosureSEC source: 0001127602-16-064992 · form4.xml · nonDerivative · entry 1 MURPHY WILLIAM D · CIK 0001633365 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 83 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.