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 |
|---|---|---|---|---|---|---|
| December 12, 2017 Filed Dec 14, 2017 14:10 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 1 | $13.50 | $13.50 |
DisclosureSEC source: 0001209191-17-065531 · 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: 4,332 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 16:50 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 1,531 | $13.70 | $20,974.70 |
DisclosureSEC source: 0001209191-17-065157 · 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: 4,331 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| November 21, 2017 Filed Nov 24, 2017 21:44 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 500 | $13.39 | $6,695.00 |
DisclosureSEC source: 0001209191-17-062455 · 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: 2,800 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 16:01 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 300 | $13.37 | $4,011.00 |
DisclosureSEC source: 0001209191-17-061370 · 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: 2,300 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| November 10, 2017 Filed Nov 14, 2017 22:39 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 2,000 | $13.50 | $27,000.00 |
DisclosureSEC source: 0001209191-17-060685 · 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: 2,000 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| October 31, 2017 Filed Nov 2, 2017 20:42 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock Option (right to buy) · Derivative | 8,000 | $0.00 Strike: $13.60 | $0.00 |
DisclosureSEC source: 0001209191-17-058895 · doc4.xml · derivative · entry 2 BROUCEK JAMES S · CIK 0001204872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 8,000 shares Expires 2027-10-31 F2 · derivative.exercise_date: 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. Read SEC document |
| October 31, 2017 Filed Nov 2, 2017 20:42 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-058895 · doc4.xml · nonDerivative · entry 1 BROUCEK JAMES S · CIK 0001204872 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2008 Equity Incentive Plan, which shares vest equally over three years on each of October 31, 2018, October 31, 2019 and October 31, 2020. 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.