Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Citizens Community Bancorp Inc.CZWI · Entity 6317 | EVP/CFO/Treasurer/Secretary | June 01, 2026 | June 02, 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 June 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 24,096 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Exercise / conversion · Acquired 2,000 · Balance 24,096 |
| Common Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.60 · Expires 2027-10-31 | Direct | 6,000 |
Reported balance
After 2026-06-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-01 · Exercise / conversion · Disposed 2,000 · Balance 6,000 F2: The common stock option awarded under the Company's 2008 Equity Incentive Plan vests as follows: 20% of the shares vest on each of October 31, 2018, October 31, 2019, October 31, 2020, October 31, 2021 and October 31, 2022. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy IRA | 43,314 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 43,314 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.
F2: The common stock option awarded under the Company's 2008 Equity Incentive Plan vests as follows: 20% of the shares vest on each of October 31, 2018, October 31, 2019, October 31, 2020, October 31, 2021 and October 31, 2022.
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 |
|---|---|---|---|---|---|---|
| September 03, 2020 Filed Sep 3, 2020 21:31 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 200 | $6.94 | $1,388.00 |
DisclosureSEC source: 0001367859-20-000172 · wf-form4_159916865364580.xml · nonDerivative · entry 2 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 33,474 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| September 02, 2020 Filed Sep 3, 2020 21:31 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 70 | $6.98 | $488.60 |
DisclosureSEC source: 0001367859-20-000172 · wf-form4_159916865364580.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 33,274 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| September 01, 2020 Filed Sep 1, 2020 20:33 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 200 | $7.01 | $1,402.00 |
DisclosureSEC source: 0001367859-20-000164 · wf-form4_159899237086746.xml · nonDerivative · entry 2 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 33,204 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| September 01, 2020 Filed Sep 1, 2020 20:33 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 800 | $7.00 | $5,600.00 |
DisclosureSEC source: 0001367859-20-000164 · wf-form4_159899237086746.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 33,004 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| May 12, 2020 Filed May 13, 2020 22:30 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 200 | $7.42 | $1,484.00 |
DisclosureSEC source: 0001367859-20-000121 · wf-form4_158940903322660.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 32,204 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| May 06, 2020 Filed May 6, 2020 22:18 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 100 | $7.97 | $797.00 |
DisclosureSEC source: 0001367859-20-000099 · wf-form4_158880350452460.xml · nonDerivative · entry 2 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 32,004 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| May 06, 2020 Filed May 6, 2020 22:18 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 200 | $7.98 | $1,596.00 |
DisclosureSEC source: 0001367859-20-000099 · wf-form4_158880350452460.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 31,904 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| May 04, 2020 Filed May 4, 2020 20:57 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 200 | $7.89 | $1,578.00 |
DisclosureSEC source: 0001367859-20-000085 · wf-form4_158862580471894.xml · nonDerivative · entry 3 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 31,704 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| May 04, 2020 Filed May 4, 2020 20:57 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 300 | $7.84 | $2,352.00 |
DisclosureSEC source: 0001367859-20-000085 · wf-form4_158862580471894.xml · nonDerivative · entry 2 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 31,504 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| May 04, 2020 Filed May 4, 2020 20:57 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 200 | $8.00 | $1,600.00 |
DisclosureSEC source: 0001367859-20-000085 · wf-form4_158862580471894.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 31,204 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| March 13, 2020 Filed Mar 13, 2020 18:58 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 500 | $9.33 | $4,665.00 |
DisclosureSEC source: 0001367859-20-000062 · wf-form4_158412589930729.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 31,004 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 13:58 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 400 | $11.72 | $4,688.00 |
DisclosureSEC source: 0001367859-20-000053 · wf-form4_158333031418717.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 30,504 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| February 28, 2020 Filed Feb 28, 2020 21:26 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 300 | $11.53 | $3,459.00 |
DisclosureSEC source: 0001367859-20-000051 · wf-form4_158292514489113.xml · nonDerivative · entry 2 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 30,104 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| February 19, 2020 Filed Feb 28, 2020 21:26 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 354 | $11.94 | $4,226.76 |
DisclosureSEC source: 0001367859-20-000051 · wf-form4_158292514489113.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 29,804 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 22:16 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 700 | $11.90 | $8,330.00 |
DisclosureSEC source: 0001367859-20-000045 · wf-form4_158163215888639.xml · nonDerivative · entry 2 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 29,450 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:16 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 300 | $11.90 | $3,570.00 |
DisclosureSEC source: 0001367859-20-000045 · wf-form4_158163215888639.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 28,750 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| February 07, 2020 Filed Feb 10, 2020 20:20 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 78 | $12.00 | $935.99 |
DisclosureSEC source: 0001367859-20-000036 · wf-form4_158136599297606.xml · nonDerivative · entry 3 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 28,450 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| February 07, 2020 Filed Feb 10, 2020 20:20 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 222 | $12.00 | $2,664.00 |
DisclosureSEC source: 0001367859-20-000036 · wf-form4_158136599297606.xml · nonDerivative · entry 2 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 28,372 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| February 07, 2020 Filed Feb 10, 2020 20:20 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 200 | $11.95 | $2,390.00 |
DisclosureSEC source: 0001367859-20-000036 · wf-form4_158136599297606.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 28,150 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| January 24, 2020 Filed Jan 27, 2020 18:29 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | Tax withholdingCommon Stock, par value $0.01 per share | 156 | $11.95 | $1,864.20 |
DisclosureSEC source: 0001367859-20-000028 · wf-form4_158014975806151.xml · nonDerivative · entry 2 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,064 F2 · shares: The reporting person surrendered a total of 156 shares of the Company's common stock to satisfy the withholding taxes due upon the vesting of certain previously awarded shares of restricted stock issued under the Company's 2018 Equity Incentive Plan. Read SEC document |
| January 23, 2020 Filed Jan 27, 2020 18:29 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 2,112 | $11.95 | $25,238.40 |
DisclosureSEC source: 0001367859-20-000028 · wf-form4_158014975806151.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,220 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 |
| November 25, 2019 Filed Nov 27, 2019 13:25 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 600 | $11.95 | $7,170.00 |
DisclosureSEC source: 0001367859-19-000121 · wf-form4_157486109474575.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 27,950 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| November 22, 2019 Filed Nov 25, 2019 14:16 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 200 | $11.91 | $2,382.00 |
DisclosureSEC source: 0001367859-19-000119 · wf-form4_157469136502370.xml · nonDerivative · entry 2 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 27,350 F2 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| November 21, 2019 Filed Nov 25, 2019 14:16 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 493 | $11.86 | $5,846.98 |
DisclosureSEC source: 0001367859-19-000119 · wf-form4_157469136502370.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 27,150 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $11.85 to $11.88, 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. F2 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| October 31, 2019 Filed Nov 1, 2019 20:43 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | Tax withholdingCommon Stock, par value $0.01 per share | 370 | $11.12 | $4,114.40 |
DisclosureSEC source: 0001367859-19-000108 · wf-form4_157264097582489.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,108 F1 · shares: The reporting person surrendered a total of 370 shares of the Company's common stock to satisfy the withholding taxes due upon the vesting of certain previously awarded shares of restricted stock issued under the Company's 2008 Equity Incentive Plan. Read SEC document |
| August 30, 2019 Filed Sep 3, 2019 16:03 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 500 | $10.90 | $5,450.00 |
DisclosureSEC source: 0001367859-19-000083 · wf-form4_156752657886085.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 26,657 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| August 16, 2019 Filed Aug 19, 2019 15:42 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 250 | $10.91 | $2,727.50 |
DisclosureSEC source: 0001367859-19-000075 · wf-form4_156622934808727.xml · nonDerivative · entry 2 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 26,157 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| August 15, 2019 Filed Aug 19, 2019 15:42 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 500 | $10.91 | $5,455.00 |
DisclosureSEC source: 0001367859-19-000075 · wf-form4_156622934808727.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 25,907 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| August 05, 2019 Filed Aug 6, 2019 18:49 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 250 | $10.85 | $2,712.50 |
DisclosureSEC source: 0001367859-19-000065 · wf-form4_156511737944993.xml · nonDerivative · entry 2 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 25,407 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| August 02, 2019 Filed Aug 6, 2019 18:49 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 1 | $10.85 | $10.85 |
DisclosureSEC source: 0001367859-19-000065 · wf-form4_156511737944993.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 25,157 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| April 29, 2019 Filed Apr 30, 2019 16:55 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | Tax withholdingCommon Stock, par value $0.01 per share | 108 | $12.00 | $1,296.00 |
DisclosureSEC source: 0001367859-19-000037 · wf-form4_155664333027599.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,478 F1 · shares: The reporting person surrendered a total of 108 shares of the Company's common stock to satisfy the withholding taxes due upon the vesting of certain previously awarded shares of restricted stock issued under the Company's 2018 Equity Incentive Plan. Read SEC document |
| January 24, 2019 Filed Jan 28, 2019 19:50 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,681 | $0.00 | $0.00 |
DisclosureSEC source: 0001367859-19-000016 · wf-form4_154870498546510.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,586 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 24, 2020, January 24, 2021 and January 24, 2022. Read SEC document |
| November 16, 2018 Filed Nov 20, 2018 17:13 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 600 | $11.99 | $7,194.00 |
DisclosureSEC source: 0001367859-18-000164 · wf-form4_154273401786359.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 25,156 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| November 14, 2018 Filed Nov 15, 2018 21:02 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 500 | $12.27 | $6,135.00 |
DisclosureSEC source: 0001367859-18-000160 · wf-form4_154231572917419.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 24,556 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 22:10 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 1,000 | $12.46 | $12,460.00 |
DisclosureSEC source: 0001367859-18-000156 · wf-form4_154223340269284.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 24,056 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| November 02, 2018 Filed Nov 2, 2018 21:53 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 500 | $12.50 | $6,250.00 |
DisclosureSEC source: 0001367859-18-000139 · wf-form4_154119560572350.xml · nonDerivative · entry 2 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 23,056 F2 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| October 31, 2018 Filed Nov 2, 2018 21:53 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | Tax withholdingCommon Stock, par value $0.01 per share | 415 | $12.75 | $5,291.25 |
DisclosureSEC source: 0001367859-18-000139 · wf-form4_154119560572350.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,905 F1 · shares: The reporting person surrendered a total of 581 shares of the Company's common stock to satisfy the withholding taxes due upon the vesting of certain previously awarded shares of restricted stock issued under the Company's 2008 Equity Incentive Plan. Read SEC document |
| September 28, 2018 Filed Sep 28, 2018 22:43 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | ConversionSeries A Preferred Stock · Derivative | 769 | $0.00 | $0.00 |
DisclosureSEC source: 0001367859-18-000101 · wf-form4_153817461118999.xml · derivative · entry 3 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 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 22:43 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | ConversionCommon Stock, par value $0.01 per share | 7,690 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001367859-18-000101 · wf-form4_153817461118999.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 22,556 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 21:41 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantSeries A Preferred Stock · Derivative | 769 | $130.00 | $99,970.00 |
DisclosureSEC source: 0001367859-18-000075 · wf-form4_152961729831132.xml · derivative · entry 3 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 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 |
| April 27, 2018 Filed May 1, 2018 18:20 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001367859-18-000049 · wf-form4_152519881516252.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · EVP/CFO/Treasurer/Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,320 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 April 27, 2019, April 27, 2020 and April 27, 2021. Read SEC document |
| March 12, 2018 Filed Mar 14, 2018 14:19 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 1,500 | $14.00 | $21,000.00 |
DisclosureSEC source: 0001367859-18-000019 · wf-form4_152103716373327.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 14,866 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| March 06, 2018 Filed Mar 7, 2018 21:16 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 1,000 | $13.96 | $13,960.00 |
DisclosureSEC source: 0001209191-18-017710 · doc4.xml · nonDerivative · entry 2 BROUCEK JAMES S · CIK 0001204872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 13,366 F2 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 21:16 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 1,500 | $13.95 | $20,925.00 |
DisclosureSEC source: 0001209191-18-017710 · doc4.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 12,366 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at the price of $13.95. 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 the price set forth in this footnote. F2 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| February 09, 2018 Filed Feb 12, 2018 15:36 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 500 | $13.78 | $6,890.00 |
DisclosureSEC source: 0001209191-18-009053 · doc4.xml · nonDerivative · entry 2 BROUCEK JAMES S · CIK 0001204872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 10,866 F2 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 15:36 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 1,034 | $13.67 | $14,134.78 |
DisclosureSEC source: 0001209191-18-009053 · doc4.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 10,366 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $13.67 to $13.71, 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. F2 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 14:55 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 1,000 | $13.88 | $13,880.00 |
DisclosureSEC source: 0001209191-18-008301 · doc4.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 9,332 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| February 02, 2018 Filed Feb 5, 2018 17:26 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 1,000 | $13.86 | $13,860.00 |
DisclosureSEC source: 0001209191-18-007330 · doc4.xml · nonDerivative · entry 2 BROUCEK JAMES S · CIK 0001204872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 8,332 F2 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 17:26 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 2,000 | $13.82 | $27,640.00 |
DisclosureSEC source: 0001209191-18-007330 · doc4.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 7,332 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $13.76 to $13.89, 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. F2 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| December 13, 2017 Filed Dec 14, 2017 14:10 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 1,000 | $13.39 | $13,390.00 |
DisclosureSEC source: 0001209191-17-065531 · doc4.xml · nonDerivative · entry 2 BROUCEK JAMES S · CIK 0001204872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 5,332 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. 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.