Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Citizens Community Bancorp Inc.CZWI · Entity 6317 | Director | August 10, 2026 | August 10, 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.
Citizens Community Bancorp Inc.
Report date August 10, 2026 · Filed August 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 25,795 |
Reported balance
After 2026-08-10 transaction · row 1
1 source rowRow 1 · 2026-08-10 · Purchase · Acquired 500 · Balance 25,795 |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy IRA | 12,690 |
Reported balance
Holding disclosure · report date 2026-08-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,690 F1: These shares are held in the reporting person's self-directed IRA. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 |
|---|---|---|---|---|---|---|
| August 10, 2026 Filed Aug 10, 2026 20:48 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 500 | $20.25 | $10,125.00 |
DisclosureSEC source: 0001717677-26-000009 · wk-form4_1786394923.xml · nonDerivative · entry 1 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,795 Read SEC document |
| May 18, 2026 Filed May 18, 2026 22:41 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 500 | $20.60 | $10,300.00 |
DisclosureSEC source: 0001717677-26-000004 · wk-form4_1779144083.xml · nonDerivative · entry 1 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,450 Read SEC document |
| May 04, 2026 Filed May 5, 2026 12:36 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 1,000 | $20.60 | $20,600.00 |
DisclosureSEC source: 0001717677-26-000002 · wk-form4_1777984561.xml · nonDerivative · entry 1 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,950 Read SEC document |
| September 09, 2025 Filed Jun 10, 2026 21:53 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | OtherCommon Stock, par value $0.01 per share | 7,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001717677-26-000006 · wk-form4_1781128378.xml · nonDerivative · entry 3 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Ag Risk Managers LLC Disclosed balance after: 0 F1 · ownership.nature: On September 9, 2025, Ag Risk Managers LLC (the LLC), an entity of which Mr. Felbert is a member and president, distributed its holdings of Common Stock of Citizen Community Bancorp, Inc. to its members. Mr. Felber had previously reported beneficial ownership of all shares owned by the LLC, but disclaimed beneficial ownership of such shares, except to the extent of his pecuniary interest therein. Upon such distribution by the LLC, Mr. Felber received 3,845 shares, representing his pecuniary interest therein. As a result, Mr. Felber's beneficial ownership on his two subsequently filed Form 4 reports was as follows: 24,795 shares (direct). 12,690 shares (indirect by IRA), and 0 shares (indirect by LLC) as of May 4, 2026, and 25,295 shares (direct), 12690 shares (indirect by IRA), and 0 shares (indirect by LLC) as of May 18, 2026. Read SEC document |
| September 09, 2025 Filed Jun 10, 2026 21:53 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | OtherCommon Stock, par value $0.01 per share | 3,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001717677-26-000006 · wk-form4_1781128378.xml · nonDerivative · entry 1 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,795 F1 · balance_after: On September 9, 2025, Ag Risk Managers LLC (the LLC), an entity of which Mr. Felbert is a member and president, distributed its holdings of Common Stock of Citizen Community Bancorp, Inc. to its members. Mr. Felber had previously reported beneficial ownership of all shares owned by the LLC, but disclaimed beneficial ownership of such shares, except to the extent of his pecuniary interest therein. Upon such distribution by the LLC, Mr. Felber received 3,845 shares, representing his pecuniary interest therein. As a result, Mr. Felber's beneficial ownership on his two subsequently filed Form 4 reports was as follows: 24,795 shares (direct). 12,690 shares (indirect by IRA), and 0 shares (indirect by LLC) as of May 4, 2026, and 25,295 shares (direct), 12690 shares (indirect by IRA), and 0 shares (indirect by LLC) as of May 18, 2026. Read SEC document |
| July 31, 2025 Filed Jul 31, 2025 21:41 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 3,000 | $14.80 | $44,400.00 |
DisclosureSEC source: 0001367859-25-000067 · wk-form4_1753998063.xml · nonDerivative · entry 1 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,950 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $14.54 to $14.97, 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. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 21:02 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,893 | $11.88 | $22,488.84 |
DisclosureSEC source: 0001367859-24-000031 · wk-form4_1706562160.xml · nonDerivative · entry 1 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,950 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest December 31, 2024. Read SEC document |
| April 28, 2023 Filed May 1, 2023 13:19 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 2,000 | $10.26 | $20,520.00 |
DisclosureSEC source: 0001367859-23-000087 · wf-form4_168294716017712.xml · nonDerivative · entry 1 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,057 Read SEC document |
| January 19, 2023 Filed Jan 23, 2023 21:20 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,699 | $12.36 | $20,999.64 |
DisclosureSEC source: 0001367859-23-000056 · wf-form4_167450881846719.xml · nonDerivative · entry 1 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,057 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest December 31, 2023. Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 14:29 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,500 | $14.00 | $21,000.00 |
DisclosureSEC source: 0001367859-22-000041 · wf-form4_164363934546036.xml · nonDerivative · entry 1 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,358 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest December 31, 2022. Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 13:54 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,762 | $10.78 | $18,994.36 |
DisclosureSEC source: 0001367859-21-000029 · wf-form4_161218762765865.xml · nonDerivative · entry 1 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,858 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest December 31, 2021. Read SEC document |
| May 06, 2020 Filed May 6, 2020 22:17 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 646 | $7.83 | $5,058.18 |
DisclosureSEC source: 0001367859-20-000097 · wf-form4_158880346105666.xml · nonDerivative · entry 1 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,096 Read SEC document |
| May 05, 2020 Filed May 5, 2020 21:13 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 354 | $7.80 | $2,761.20 |
DisclosureSEC source: 0001367859-20-000091 · wf-form4_158871319414560.xml · nonDerivative · entry 1 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,450 Read SEC document |
| March 13, 2020 Filed Mar 13, 2020 18:59 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 1,100 | $9.20 | $10,120.00 |
DisclosureSEC source: 0001367859-20-000064 · wf-form4_158412594327032.xml · nonDerivative · entry 2 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,096 Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 18:59 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 1,100 | $9.20 | $10,120.00 |
DisclosureSEC source: 0001367859-20-000064 · wf-form4_158412594327032.xml · nonDerivative · entry 1 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,996 Read SEC document |
| January 23, 2020 Filed Jan 27, 2020 18:28 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,589 | $11.95 | $18,988.55 |
DisclosureSEC source: 0001367859-20-000026 · wf-form4_158014971156752.xml · nonDerivative · entry 1 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,896 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest equally over three years on each of January 23, 2021, January 23, 2022 and January 23, 2023. Read SEC document |
| October 25, 2018 Filed Oct 29, 2018 12:36 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001367859-18-000129 · wf-form4_154081657928317.xml · nonDerivative · entry 1 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,307 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest on December 31, 2019. Read SEC document |
| September 28, 2018 Filed Sep 28, 2018 22:56 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | ConversionSeries A Preferred Stock · Derivative | 769 | $0.00 | $0.00 |
DisclosureSEC source: 0001367859-18-000113 · wf-form4_153817540038427.xml · derivative · entry 5 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By AG Risk Managers LLC Disclosed balance after: 0 Underlying: Common Stock · 7,690 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each share of 8% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Stock was mandatorily converted into ten (10) shares of the Company's common stock three days following stockholder approval of the issuance of the underlying common stock and had no expiration date. F1 · derivative.exercise_date: Each share of 8% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Stock was mandatorily converted into ten (10) shares of the Company's common stock three days following stockholder approval of the issuance of the underlying common stock and had no expiration date. F1 · derivative.expiration_date: Each share of 8% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Stock was mandatorily converted into ten (10) shares of the Company's common stock three days following stockholder approval of the issuance of the underlying common stock and had no expiration date. F3 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| September 28, 2018 Filed Sep 28, 2018 22:56 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | ConversionSeries A Preferred Stock · Derivative | 769 | $0.00 | $0.00 |
DisclosureSEC source: 0001367859-18-000113 · wf-form4_153817540038427.xml · derivative · entry 4 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 0 Underlying: Common Stock · 7,690 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each share of 8% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Stock was mandatorily converted into ten (10) shares of the Company's common stock three days following stockholder approval of the issuance of the underlying common stock and had no expiration date. F1 · derivative.exercise_date: Each share of 8% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Stock was mandatorily converted into ten (10) shares of the Company's common stock three days following stockholder approval of the issuance of the underlying common stock and had no expiration date. F1 · derivative.expiration_date: Each share of 8% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Stock was mandatorily converted into ten (10) shares of the Company's common stock three days following stockholder approval of the issuance of the underlying common stock and had no expiration date. F2 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| September 28, 2018 Filed Sep 28, 2018 22:56 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | ConversionCommon Stock, par value $0.01 per share | 7,690 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001367859-18-000113 · wf-form4_153817540038427.xml · nonDerivative · entry 2 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Ag Risk Managers LLC Disclosed balance after: 7,690 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each share of 8% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Stock was mandatorily converted into ten (10) shares of the Company's common stock three days following stockholder approval of the issuance of the underlying common stock and had no expiration date. F3 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| September 28, 2018 Filed Sep 28, 2018 22:56 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | ConversionCommon Stock, par value $0.01 per share | 7,690 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001367859-18-000113 · wf-form4_153817540038427.xml · nonDerivative · entry 1 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 12,690 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each share of 8% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Stock was mandatorily converted into ten (10) shares of the Company's common stock three days following stockholder approval of the issuance of the underlying common stock and had no expiration date. F2 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 21:40 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantSeries A Preferred Stock · Derivative | 769 | $130.00 | $99,970.00 |
DisclosureSEC source: 0001367859-18-000072 · wf-form4_152961721293273.xml · derivative · entry 4 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By AG Risk Managers LLC Disclosed balance after: 769 Underlying: Common Stock · 7,690 shares Expires not disclosed F2 · derivative.exercise_price: Each share of 8.00% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Preferred Stock is mandatorily convertible into ten shares of the Company's common stock upon stockholder approval of the issuance of the underlying common stock and has no expiration date. F2 · derivative.exercise_date: Each share of 8.00% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Preferred Stock is mandatorily convertible into ten shares of the Company's common stock upon stockholder approval of the issuance of the underlying common stock and has no expiration date. F2 · derivative.expiration_date: Each share of 8.00% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Preferred Stock is mandatorily convertible into ten shares of the Company's common stock upon stockholder approval of the issuance of the underlying common stock and has no expiration date. F3 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 21:40 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantSeries A Preferred Stock · Derivative | 769 | $130.00 | $99,970.00 |
DisclosureSEC source: 0001367859-18-000072 · wf-form4_152961721293273.xml · derivative · entry 3 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 769 Underlying: Common Stock · 7,690 shares Expires not disclosed F2 · derivative.exercise_price: Each share of 8.00% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Preferred Stock is mandatorily convertible into ten shares of the Company's common stock upon stockholder approval of the issuance of the underlying common stock and has no expiration date. F2 · derivative.exercise_date: Each share of 8.00% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Preferred Stock is mandatorily convertible into ten shares of the Company's common stock upon stockholder approval of the issuance of the underlying common stock and has no expiration date. F2 · derivative.expiration_date: Each share of 8.00% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Preferred Stock is mandatorily convertible into ten shares of the Company's common stock upon stockholder approval of the issuance of the underlying common stock and has no expiration date. F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 20:56 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 515 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004529 · doc4.xml · nonDerivative · entry 1 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,515 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2008 Equity Incentive Plan, which shares vest on October 1, 2018. Read SEC document |
| November 15, 2017 Filed Nov 16, 2017 21:02 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 773 | $13.47 | $10,412.31 |
DisclosureSEC source: 0001209191-17-061146 · doc4.xml · nonDerivative · entry 2 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $13.35 to $13.52, 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. Read SEC document |
| November 14, 2017 Filed Nov 16, 2017 21:02 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 227 | $13.41 | $3,044.07 |
DisclosureSEC source: 0001209191-17-061146 · doc4.xml · nonDerivative · entry 1 FELBER FRANCIS E · CIK 0001717677 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227 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.