Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NICOLET BANKSHARES INCNIC · Entity 4136 | Director | May 19, 2026 | May 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Nicolet National Bank Deferred Compensation Plan For Non-employee Directors | 497.641 |
Reported balance
After 2026-05-19 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 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-derivative | Direct | 1,196 |
Reported balance
Holding disclosure · report date 2026-05-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,196 |
| Common StockSEC Table I · non-derivative | Indirectby Carl J. Chaney Trust | 2,224 |
Reported balance
Holding disclosure · report date 2026-05-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-02-13 transaction · row 1
1 source rowRow 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-derivative | IndirectHeld in Trust | 0 |
Reported balance
After 2026-02-13 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| May 19, 2026 Filed May 21, 2026 21:13 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GrantCommon Stock | 429 | $139.63 | $59,901.27 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.