Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST BUSINESS FINANCIAL SERVICES, INC.FBIZ · Entity 5359 | Pr/CEO First Bus. Bank Milw. | February 02, 2017 | February 02, 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.
FIRST BUSINESS FINANCIAL SERVICES, INC.
Report date February 02, 2017 · Filed February 02, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectJoint Revocable Trust | 22,088 |
Reported balance
After 2017-02-02 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-02-02 · Sale · Disposed 7,000 · Balance 22,088 |
| Common StockSEC Table I · non-derivative | Direct | 5,410 |
Reported balance
Holding disclosure · report date 2017-02-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,410 |
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 02, 2017 Filed Feb 2, 2017 16:59 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 7,000 | $24.17 | $169,176.00 |
DisclosureSEC source: 0000892712-17-000117 · edgar.xml · nonDerivative · entry 1 Vetta David J · CIK 0001393058 · Pr/CEO First Bus. Bank Milw. 10b5-1 filing: Not disclosed Ownership: Indirect · Joint Revocable Trust Disclosed balance after: 22,088 Read SEC document |
| December 05, 2016 Filed Dec 5, 2016 17:13 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GiftCommon Stock | 471 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-16-002031 · edgar.xml · nonDerivative · entry 1 Vetta David J · CIK 0001393058 · Pr/CEO First Bus. Bank Milw. 10b5-1 filing: Not disclosed Ownership: Indirect · Joint Revocable Trust Disclosed balance after: 29,088 F1 · price: This transaction is a gift; therefore price is not applicable. 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.