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CHANEY CARL J

Disclosed activity across 2 companies

Tapewire entity
44359
SEC CIK
0001059615

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
NICOLET BANKSHARES INCNIC · Entity 4136DirectorMay 19, 2026May 26, 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 May 19, 2026 · Filed May 26, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectBy Nicolet National Bank Deferred Compensation Plan For Non-employee Directors497.641 Reported balance After 2026-05-19 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2026-05-19 · Grant · Acquired 497.641 · Balance 497.641

F1: The Company paid Mr. Chaney the Board annual cash retainer and annual committee fees, all of which Mr. Chaney deferred in the Nicolet National Bank Deferred Compensation Plan for Non-employee Directors.

Common StockSEC Table I · non-derivativeDirect1,196 Reported balance Holding disclosure · report date 2026-05-19 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 1,196

Common StockSEC Table I · non-derivativeIndirectby Carl J. Chaney Trust2,224 Reported balance Holding disclosure · report date 2026-05-19 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 2,224

Filing footnotes · ownership attribution and instrument terms

F1: The Company paid Mr. Chaney the Board annual cash retainer and annual committee fees, all of which Mr. Chaney deferred in the Nicolet National Bank Deferred Compensation Plan for Non-employee Directors.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

MidWestOne Financial Group, Inc.

Report date February 13, 2026 · Filed February 17, 2026

Section 16 reporting ended · disclosed 2026-02-17. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2026-02-13 transaction · row 1
1 source row

Row 1 · 2026-02-13 · Disposition to issuer · Disposed 2,419 · Balance 0

F1: On February 13, 2026 (the Effective Time), pursuant to the terms of the Agreement and Plan of Merger (the Merger Agreement) dated as of October 23, 2025, by and between MidWestOne Financial Group, Inc. (MOFG) and Nicolet Bankshares, Inc. (NIC), MOFG merged with and into NIC (the Merger). Defined terms not otherwise defined herein shall have the meaning set forth in the Merger Agreement.

F2: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding share of MOFG Common Stock was canceled and converted into the right to receive 0.3175 of a share of NIC Common Stock (the Merger Consideration).

F3: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding MOFG RSU Award was fully vested, canceled and converted into the right to receive a number of shares of NIC Common Stock equal to the product of (i) the number of shares of MOFG Common Stock subject to such MOFG RSU Award immediately prior to the Effective Time multiplied by (ii) the Exchange Ratio, less any applicable withholding taxes.

F4: Since his last Form 4 filing, the reporting person moved 6,000 shares from his direct personal account in to his trust account.

Common StockSEC Table I · non-derivativeIndirectHeld in Trust0 Reported balance After 2026-02-13 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2026-02-13 · Disposition to issuer · Disposed 7,005.777 · Balance 0

F1: On February 13, 2026 (the Effective Time), pursuant to the terms of the Agreement and Plan of Merger (the Merger Agreement) dated as of October 23, 2025, by and between MidWestOne Financial Group, Inc. (MOFG) and Nicolet Bankshares, Inc. (NIC), MOFG merged with and into NIC (the Merger). Defined terms not otherwise defined herein shall have the meaning set forth in the Merger Agreement.

F2: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding share of MOFG Common Stock was canceled and converted into the right to receive 0.3175 of a share of NIC Common Stock (the Merger Consideration).

F4: Since his last Form 4 filing, the reporting person moved 6,000 shares from his direct personal account in to his trust account.

F5: Shares increased by 5.777 shares due to additional shares acquired through dividends reinvested since the reporting person's last Form filing.

Filing footnotes · ownership attribution and instrument terms

F1: On February 13, 2026 (the Effective Time), pursuant to the terms of the Agreement and Plan of Merger (the Merger Agreement) dated as of October 23, 2025, by and between MidWestOne Financial Group, Inc. (MOFG) and Nicolet Bankshares, Inc. (NIC), MOFG merged with and into NIC (the Merger). Defined terms not otherwise defined herein shall have the meaning set forth in the Merger Agreement.

F2: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding share of MOFG Common Stock was canceled and converted into the right to receive 0.3175 of a share of NIC Common Stock (the Merger Consideration).

F3: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding MOFG RSU Award was fully vested, canceled and converted into the right to receive a number of shares of NIC Common Stock equal to the product of (i) the number of shares of MOFG Common Stock subject to such MOFG RSU Award immediately prior to the Effective Time multiplied by (ii) the Exchange Ratio, less any applicable withholding taxes.

F4: Since his last Form 4 filing, the reporting person moved 6,000 shares from his direct personal account in to his trust account.

F5: Shares increased by 5.777 shares due to additional shares acquired through dividends reinvested since the reporting person's last Form filing.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
May 19, 2026 Filed May 21, 2026 21:13 UTC NICOLET BANKSHARES INC NIC · Entity 4136 GrantCommon Stock 429 $139.63 $59,901.27
Disclosure

SEC source: 0001174850-26-000137 · form4.xml · nonDerivative · entry 1

CHANEY CARL J · CIK 0001059615 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,196

F1 · shares: The Company paid Mr. Chaney the Board annual retainer, granted as a restricted stock award with an immediate full vest of 429 shares, as of May 19, 2026.

Read SEC document
May 19, 2026 Filed May 26, 2026 22:15 UTC NICOLET BANKSHARES INC NIC · Entity 4136 GrantCommon Stock 497.641 $139.63 $69,485.61
Disclosure

SEC source: 0001174850-26-000153 · form4.xml · nonDerivative · entry 1

CHANEY CARL J · CIK 0001059615 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors

Disclosed balance after: 497.641

F1 · shares: The Company paid Mr. Chaney the Board annual cash retainer and annual committee fees, all of which Mr. Chaney deferred in the Nicolet National Bank Deferred Compensation Plan for Non-employee Directors.

Read SEC document
February 13, 2026 Filed Feb 17, 2026 15:36 UTC MidWestOne Financial Group, Inc. MOFG · Entity 66177 Disposition to issuerCommon Stock 7,005.777 Not disclosed Not disclosed
Disclosure

SEC source: 0001059615-26-000001 · wk-form4_1771342596.xml · nonDerivative · entry 2

CHANEY CARL J · CIK 0001059615 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Held in Trust

Disclosed balance after: 0

F1 · kind: On February 13, 2026 (the Effective Time), pursuant to the terms of the Agreement and Plan of Merger (the Merger Agreement) dated as of October 23, 2025, by and between MidWestOne Financial Group, Inc. (MOFG) and Nicolet Bankshares, Inc. (NIC), MOFG merged with and into NIC (the Merger). Defined terms not otherwise defined herein shall have the meaning set forth in the Merger Agreement.

F2 · kind: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding share of MOFG Common Stock was canceled and converted into the right to receive 0.3175 of a share of NIC Common Stock (the Merger Consideration).

F4 · shares: Since his last Form 4 filing, the reporting person moved 6,000 shares from his direct personal account in to his trust account.

F5 · shares: Shares increased by 5.777 shares due to additional shares acquired through dividends reinvested since the reporting person's last Form filing.

F1 · price: On February 13, 2026 (the Effective Time), pursuant to the terms of the Agreement and Plan of Merger (the Merger Agreement) dated as of October 23, 2025, by and between MidWestOne Financial Group, Inc. (MOFG) and Nicolet Bankshares, Inc. (NIC), MOFG merged with and into NIC (the Merger). Defined terms not otherwise defined herein shall have the meaning set forth in the Merger Agreement.

F2 · price: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding share of MOFG Common Stock was canceled and converted into the right to receive 0.3175 of a share of NIC Common Stock (the Merger Consideration).

Read SEC document
February 13, 2026 Filed Feb 17, 2026 15:36 UTC MidWestOne Financial Group, Inc. MOFG · Entity 66177 Disposition to issuerCommon Stock 2,419 Not disclosed Not disclosed
Disclosure

SEC source: 0001059615-26-000001 · wk-form4_1771342596.xml · nonDerivative · entry 1

CHANEY CARL J · CIK 0001059615 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · kind: On February 13, 2026 (the Effective Time), pursuant to the terms of the Agreement and Plan of Merger (the Merger Agreement) dated as of October 23, 2025, by and between MidWestOne Financial Group, Inc. (MOFG) and Nicolet Bankshares, Inc. (NIC), MOFG merged with and into NIC (the Merger). Defined terms not otherwise defined herein shall have the meaning set forth in the Merger Agreement.

F2 · kind: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding share of MOFG Common Stock was canceled and converted into the right to receive 0.3175 of a share of NIC Common Stock (the Merger Consideration).

F3 · kind: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding MOFG RSU Award was fully vested, canceled and converted into the right to receive a number of shares of NIC Common Stock equal to the product of (i) the number of shares of MOFG Common Stock subject to such MOFG RSU Award immediately prior to the Effective Time multiplied by (ii) the Exchange Ratio, less any applicable withholding taxes.

F4 · shares: Since his last Form 4 filing, the reporting person moved 6,000 shares from his direct personal account in to his trust account.

F1 · price: On February 13, 2026 (the Effective Time), pursuant to the terms of the Agreement and Plan of Merger (the Merger Agreement) dated as of October 23, 2025, by and between MidWestOne Financial Group, Inc. (MOFG) and Nicolet Bankshares, Inc. (NIC), MOFG merged with and into NIC (the Merger). Defined terms not otherwise defined herein shall have the meaning set forth in the Merger Agreement.

F2 · price: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding share of MOFG Common Stock was canceled and converted into the right to receive 0.3175 of a share of NIC Common Stock (the Merger Consideration).

F3 · price: Pursuant to the terms of the Merger Agreement, at the Effective Time, each outstanding MOFG RSU Award was fully vested, canceled and converted into the right to receive a number of shares of NIC Common Stock equal to the product of (i) the number of shares of MOFG Common Stock subject to such MOFG RSU Award immediately prior to the Effective Time multiplied by (ii) the Exchange Ratio, less any applicable withholding taxes.

Read SEC document
February 13, 2026 Filed Feb 18, 2026 19:56 UTC NICOLET BANKSHARES INC NIC · Entity 4136 GrantCommon Stock 2,224 $0.00 $0.00
Disclosure

SEC source: 0001174850-26-000063 · form4.xml · nonDerivative · entry 2

CHANEY CARL J · CIK 0001059615 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Carl J. Chaney Trust

Disclosed balance after: 2,224

F1 · kind: On February 13, 2026, pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement") dated October 23, 2025, the merger by and between Nicolet Bankshares, Inc. ("NIC") and MidWestOne Financial Group, Inc. ("MOFG") was completed and MOFG merged with and into NIC.

F2 · price: Pursuant to the terms of the Merger Agreement, each MOFG common share has the right to receive 0.3175 shares of NIC common stock.

F3 · balance_after: Mr. Chaney received 0.3175 shares of NIC common stock in exchange for each of his MOFG common shares held as of the effective time of the merger, February 13, 2026.

Read SEC document
February 13, 2026 Filed Feb 18, 2026 19:56 UTC NICOLET BANKSHARES INC NIC · Entity 4136 GrantCommon Stock 767 $0.00 $0.00
Disclosure

SEC source: 0001174850-26-000063 · form4.xml · nonDerivative · entry 1

CHANEY CARL J · CIK 0001059615 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 767

F1 · kind: On February 13, 2026, pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement") dated October 23, 2025, the merger by and between Nicolet Bankshares, Inc. ("NIC") and MidWestOne Financial Group, Inc. ("MOFG") was completed and MOFG merged with and into NIC.

F2 · price: Pursuant to the terms of the Merger Agreement, each MOFG common share has the right to receive 0.3175 shares of NIC common stock.

F3 · balance_after: Mr. Chaney received 0.3175 shares of NIC common stock in exchange for each of his MOFG common shares held as of the effective time of the merger, February 13, 2026.

Read SEC document
May 15, 2025 Filed May 16, 2025 17:13 UTC MidWestOne Financial Group, Inc. MOFG · Entity 66177 GrantCommon Stock 1,091 $0.00 $0.00
Disclosure

SEC source: 0001412665-25-000082 · wk-form4_1747415603.xml · nonDerivative · entry 1

CHANEY CARL J · CIK 0001059615 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,419

F1 · kind: Represents restricted stock units acquired pursuant to a grant of time-based restricted stock units which vest on May 15, 2026.

Read SEC document
September 30, 2024 Filed Sep 30, 2024 20:38 UTC MidWestOne Financial Group, Inc. MOFG · Entity 66177 PurchaseCommon Stock 6,000 $25.00 $150,000.00
Disclosure

SEC source: 0001412665-24-000139 · wk-form4_1727728704.xml · nonDerivative · entry 1

CHANEY CARL J · CIK 0001059615 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,328

F1 · shares: Represents shares purchased by the reporting person at the public offering price of $25.00 per share in connection with the issuer's underwritten public offering of common stock, which closed on September 30, 2024.

Read SEC document
May 15, 2024 Filed May 16, 2024 20:02 UTC MidWestOne Financial Group, Inc. MOFG · Entity 66177 GrantCommon Stock 1,328 $0.00 $0.00
Disclosure

SEC source: 0001412665-24-000086 · wk-form4_1715889713.xml · nonDerivative · entry 1

CHANEY CARL J · CIK 0001059615 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,328

F1 · kind: Represents restricted stock units acquired pursuant to a grant of time-based restricted stock units which vest on May 15, 2025.

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.