Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NICOLET BANKSHARES INCNIC · Entity 4136 | Director | August 13, 2026 | August 17, 2026 |
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 August 13, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 80,963 |
Reported balance
After 2026-08-13 transaction · row 1
1 source rowRow 1 · 2026-08-13 · Gift · Disposed 150 · Balance 80,963 |
| Common StockSEC Table I · non-derivative | IndirectBy Nicolet National Bank Deferred Compensation Plan For Non-employee Directors | 6,200.681 |
Reported balance
Holding disclosure · report date 2026-08-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,200.681 F1: Includes 14.622 shares received as dividend reinvestment in the Nicolet National Bank Deferred Compensation Plan for Non-employee Directors from Nicolet Bankshares, Inc. paid cash dividend on June 15, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 14.622 shares received as dividend reinvestment in the Nicolet National Bank Deferred Compensation Plan for Non-employee Directors from Nicolet Bankshares, Inc. paid cash dividend on June 15, 2026.
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 |
|---|---|---|---|---|---|---|
| October 17, 2017 Filed Oct 19, 2017 15:33 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 150 | $59.70 | $8,955.00 |
DisclosureSEC source: 0001127602-17-030040 · form4.xml · nonDerivative · entry 1 LONG DONALD J JR · CIK 0001243725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 2,660 Read SEC document |
| July 18, 2017 Filed Jul 19, 2017 19:18 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 221 | $54.48 | $12,040.08 |
DisclosureSEC source: 0001127602-17-023878 · form4.xml · nonDerivative · entry 1 LONG DONALD J JR · CIK 0001243725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 2,510 Read SEC document |
| April 18, 2017 Filed Apr 20, 2017 17:14 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 127 | $47.04 | $5,974.08 |
DisclosureSEC source: 0001127602-17-015154 · form4.xml · nonDerivative · entry 1 LONG DONALD J JR · CIK 0001243725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 2,289 Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 22:02 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 153 | $47.66 | $7,291.98 |
DisclosureSEC source: 0001127602-17-001897 · form4.xml · nonDerivative · entry 1 LONG DONALD J JR · CIK 0001243725 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 2,162 Read SEC document |
| February 24, 2016 Filed Feb 14, 2017 22:34 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | OtherCommon Stock | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006044 · form5.xml · nonDerivative · entry 1 LONG DONALD J JR · CIK 0001243725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,521 F1 · balance_after: An adjustment of 2 shares omitted from the reporting person's original Form 3 filed on February 24, 2016. These shares were also omitted from one Form 4 filed by the reporting person after the original Form 3 was filed. 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.