Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NICOLET BANKSHARES INCNIC · Entity 4136 | Director | July 24, 2026 | July 28, 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 July 24, 2026 · Filed July 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,483 |
Ending reported balance
After 2026-07-24 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-07-24 · Exercise / conversion · Acquired 7,500 · Balance 41,983 Row 2 · 2026-07-24 · Tax withholding · Disposed 4,838 · Balance 37,145 Row 3 · 2026-07-24 · Sale · Disposed 2,662 · Balance 34,483 F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $170.11 to $170.58, inclusive. Mr. Atwell undertakes to provide to Nicolet Bankshares, Inc., any security holder of Nicolet Bankshares, Inc., or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $56.43 · Expires 2027-11-01 | Direct | 40,000 |
Reported balance
After 2026-07-24 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-07-24 · Exercise / conversion · Disposed 7,500 · Balance 40,000 F3: The nonqualified options vested in five annual installments of 13,500 shares on November 1 of each year, beginning on November 1, 2018, and fully vested on November 1, 2022. The nonqualified options are currently exercisable as to 40,000. |
| Common StockSEC Table I · non-derivative | Indirectby Nicolet National Bank Deferred Compensation Plan For Non-employee Directors | 1,068.607 |
Reported balance
Holding disclosure · report date 2026-07-24 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,068.607 F2: Includes 2.52 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: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $170.11 to $170.58, inclusive. Mr. Atwell undertakes to provide to Nicolet Bankshares, Inc., any security holder of Nicolet Bankshares, Inc., or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4.
F2: Includes 2.52 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.
F3: The nonqualified options vested in five annual installments of 13,500 shares on November 1 of each year, beginning on November 1, 2018, and fully vested on November 1, 2022. The nonqualified options are currently exercisable as to 40,000.
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 |
|---|---|---|---|---|---|---|
| November 14, 2016 Filed Nov 16, 2016 21:22 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 100 | $43.10 | $4,310.00 |
DisclosureSEC source: 0001127602-16-067422 · form4.xml · nonDerivative · entry 3 ATWELL ROBERT BRUCE · CIK 0001253903 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,092 Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 21:22 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 100 | $43.06 | $4,306.00 |
DisclosureSEC source: 0001127602-16-067422 · form4.xml · nonDerivative · entry 2 ATWELL ROBERT BRUCE · CIK 0001253903 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,192 Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 21:22 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 4,100 | $43.00 | $176,300.00 |
DisclosureSEC source: 0001127602-16-067422 · form4.xml · nonDerivative · entry 1 ATWELL ROBERT BRUCE · CIK 0001253903 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,292 Read SEC document |
| November 10, 2016 Filed Nov 10, 2016 18:21 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 5,000 | $38.75 | $193,750.00 |
DisclosureSEC source: 0001127602-16-066661 · form4.xml · nonDerivative · entry 2 ATWELL ROBERT BRUCE · CIK 0001253903 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,392 Read SEC document |
| November 09, 2016 Filed Nov 10, 2016 18:21 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 5,000 | $38.50 | $192,500.00 |
DisclosureSEC source: 0001127602-16-066661 · form4.xml · nonDerivative · entry 1 ATWELL ROBERT BRUCE · CIK 0001253903 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,392 Read SEC document |
| October 28, 2016 Filed Nov 1, 2016 19:36 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 980 | $38.76 | $37,984.80 |
DisclosureSEC source: 0001127602-16-065636 · form4.xml · nonDerivative · entry 1 ATWELL ROBERT BRUCE · CIK 0001253903 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,392 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.