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 21, 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 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 446,116 |
Reported balance
After 2026-05-19 transaction · row 1
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 429 · Balance 446,116 F1: The Company paid Mr. Smith the Board annual retainer, granted as a restricted stock award with an immediate full vest of 429 shares, as of May 19, 2026. |
| Common StockSEC Table I · non-derivative | IndirectBy Nicolet National Bank Deferred Compensation Plan For Non-employee Directors | 1,788.812 |
Reported balance
Holding disclosure · report date 2026-05-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,788.812 F2: Includes 17.237 of Nicolet Bankshares, Inc. quarterly dividends received in the Nicolet National Bank Deferred Compensation Plan For Non-employee Directors since Mr. Smith's last Form 4 filing on May 22, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The Company paid Mr. Smith the Board annual retainer, granted as a restricted stock award with an immediate full vest of 429 shares, as of May 19, 2026.
F2: Includes 17.237 of Nicolet Bankshares, Inc. quarterly dividends received in the Nicolet National Bank Deferred Compensation Plan For Non-employee Directors since Mr. Smith's last Form 4 filing on May 22, 2025.
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 17:57 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GrantCommon Stock | 429 | $139.63 | $59,901.27 |
DisclosureSEC source: 0001174850-26-000131 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 446,116 F1 · shares: The Company paid Mr. Smith 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 20, 2025 Filed May 22, 2025 17:06 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GrantCommon Stock | 404 | $123.48 | $49,885.92 |
DisclosureSEC source: 0001127602-25-015279 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 445,687 F1 · shares: The Company paid Mr. Smith the Board annual retainer, granted as a restricted stock award with an immediate full vest of 404 shares, as of May 20, 2025. Read SEC document |
| June 28, 2024 Filed Jul 18, 2024 20:44 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GrantCommon Stock | 5.913 | $83.04 | $491.02 |
DisclosureSEC source: 0001127602-24-020675 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 1,757.913 F1 · shares: Minimal shares acquired in the Nicolet National Bank Deferred Compensation Plan For Non-employee Directors (the "Plan"), due to the conversion of the Plan's administrator change-over. Read SEC document |
| May 28, 2024 Filed May 30, 2024 20:25 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GrantCommon Stock | 626 | $79.83 | $49,973.58 |
DisclosureSEC source: 0001127602-24-016968 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 445,283 F1 · shares: The Company paid Mr. Smith the Board annual retainer, granted as a restricted stock award with an immediate full vest of 626 shares, as of May 28, 2024. Read SEC document |
| April 16, 2024 Filed Apr 17, 2024 19:29 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GrantCommon Stock | 6 | $77.66 | $465.96 |
DisclosureSEC source: 0001127602-24-013064 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 1,752 F1 · shares: Mr. Smith acquired 6 shares in the Nicolet National Bank Deferred Compensation Plan for Non-employee Directors. Read SEC document |
| January 16, 2024 Filed Jan 19, 2024 21:32 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GrantCommon Stock | 6 | $77.45 | $464.70 |
DisclosureSEC source: 0001127602-24-001729 · form4.xml · nonDerivative · entry 2 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 1,746 F1 · shares: Mr. Smith acquired 6 shares in the Nicolet National Bank Deferred Compensation Plan for Non-employee Directors. Read SEC document |
| October 24, 2023 Filed Oct 26, 2023 19:51 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GrantCommon Stock | 13 | $68.18 | $886.34 |
DisclosureSEC source: 0001127602-23-026265 · form4.xml · nonDerivative · entry 2 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 1,740 F1 · shares: Mr. Smith acquired 13 shares in the Nicolet National Bank Deferred Compensation Plan for Non-employee Directors. Read SEC document |
| May 16, 2023 Filed May 18, 2023 19:17 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GrantCommon Stock | 898 | $55.65 | $49,973.70 |
DisclosureSEC source: 0001127602-23-016113 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 444,657 F1 · shares: The Company paid Mr. Smith the Board annual retainer, granted as a restricted stock award with an immediate full vest of 898 shares, as of May 16, 2023. Read SEC document |
| October 25, 2022 Filed Oct 25, 2022 20:32 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GrantCommon Stock | 49 | $75.86 | $3,717.14 |
DisclosureSEC source: 0001127602-22-024356 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 1,727 F1 · shares: Mr. Smith acquired 49 shares in the Nicolet National Bank Deferred Compensation Plan for Non-employee Directors by deferring his third quarter 2022 earned board fees. Read SEC document |
| July 19, 2022 Filed Jul 20, 2022 20:29 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GrantCommon Stock | 87 | $72.46 | $6,304.02 |
DisclosureSEC source: 0001127602-22-019554 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 1,678 F1 · shares: Mr. Smith acquired 87 shares in the Nicolet National Bank Deferred Compensation Plan for Non-employee Directors by deferring his second quarter 2022 earned board fees. Read SEC document |
| May 17, 2022 Filed May 19, 2022 17:30 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 648 | $77.06 | $49,934.88 |
DisclosureSEC source: 0001127602-22-015066 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 443,759 F1 · shares: The Company paid Mr. Smith the Board annual retainer, granted as a restricted stock award with an immediate full vest of 648 shares, as of May 17, 2022. Read SEC document |
| April 19, 2022 Filed Apr 21, 2022 21:26 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 41 | $90.69 | $3,718.29 |
DisclosureSEC source: 0001127602-22-012349 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 1,591 F1 · shares: Mr. Smith acquired 41 shares in the Nicolet National Bank Deferred Compensation Plan for Non-employee Directors by deferring his first quarter 2022 earned board fees. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 20:28 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 51 | $88.12 | $4,494.12 |
DisclosureSEC source: 0001127602-22-001689 · form4.xml · nonDerivative · entry 2 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 1,550 F2 · shares: Mr. Smith acquired 51 shares in the Nicolet National Bank Deferred Compensation Plan for Non-employee Directors by deferring his fourth quarter 2021 earned board fees. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 20:43 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | PurchaseCommon Stock | 1,290 | $77.43 | $99,882.12 |
DisclosureSEC source: 0001127602-21-030973 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 443,111 Read SEC document |
| October 20, 2021 Filed Jan 20, 2022 20:28 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 50 | $75.19 | $3,759.50 |
DisclosureSEC source: 0001127602-22-001689 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 1,499 F1 · shares: Mr. Smith acquired 50 shares in the Nicolet National Bank Deferred Compensation Plan for Non-employee Directors by deferring his third quarter 2021 earned board fees. Read SEC document |
| July 20, 2021 Filed Jul 22, 2021 23:45 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 76 | $68.79 | $5,228.04 |
DisclosureSEC source: 0001127602-21-022399 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 1,449 F1 · shares: Mr. Smith acquired 76 shares in the Nicolet National Bank Deferred Compensation Plan for Non-employee Directors by deferring his second quarter 2021 earned board fees. Read SEC document |
| May 18, 2021 Filed May 20, 2021 21:04 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 642 | $77.82 | $49,960.44 |
DisclosureSEC source: 0001127602-21-017634 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 441,821 Read SEC document |
| January 19, 2021 Filed Feb 1, 2021 18:49 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 150 | $72.24 | $10,836.00 |
DisclosureSEC source: 0001127602-21-003211 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 441,179 Read SEC document |
| July 21, 2020 Filed Jul 23, 2020 15:34 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 72 | $51.77 | $3,727.44 |
DisclosureSEC source: 0001127602-20-022030 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 1,373 Read SEC document |
| May 19, 2020 Filed May 20, 2020 20:37 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 795 | $50.34 | $40,020.30 |
DisclosureSEC source: 0001127602-20-017362 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 441,029 Read SEC document |
| April 21, 2020 Filed Apr 22, 2020 19:27 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 128 | $52.88 | $6,768.64 |
DisclosureSEC source: 0001127602-20-014301 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 1,301 Read SEC document |
| January 21, 2020 Filed Jan 23, 2020 17:19 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 74 | $71.48 | $5,289.52 |
DisclosureSEC source: 0001127602-20-002211 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 1,173 Read SEC document |
| October 15, 2019 Filed Oct 16, 2019 14:39 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 57 | $65.74 | $3,747.18 |
DisclosureSEC source: 0001127602-19-030546 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 1,099 Read SEC document |
| July 16, 2019 Filed Jul 17, 2019 15:15 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 155 | $62.81 | $9,735.55 |
DisclosureSEC source: 0001127602-19-024710 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 1,042 Read SEC document |
| June 18, 2019 Filed Jun 20, 2019 18:22 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 387 | $61.96 | $23,978.52 |
DisclosureSEC source: 0001127602-19-022364 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440,231 Read SEC document |
| April 16, 2019 Filed Apr 16, 2019 19:59 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 101 | $59.31 | $5,990.31 |
DisclosureSEC source: 0001127602-19-015548 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 887 Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 19:42 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 121 | $49.50 | $5,989.50 |
DisclosureSEC source: 0001127602-19-002291 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 786 Read SEC document |
| October 16, 2018 Filed Oct 17, 2018 14:14 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 105 | $50.10 | $5,260.50 |
DisclosureSEC source: 0001127602-18-030390 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 665 Read SEC document |
| July 17, 2018 Filed Jul 19, 2018 20:28 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 175 | $55.60 | $9,730.00 |
DisclosureSEC source: 0001127602-18-023616 · form4.xml · nonDerivative · entry 2 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 560 Read SEC document |
| July 17, 2018 Filed Jul 19, 2018 20:28 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 270 | $55.47 | $14,976.90 |
DisclosureSEC source: 0001127602-18-023616 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 439,844 Read SEC document |
| April 17, 2018 Filed Apr 18, 2018 16:44 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 106 | $56.56 | $5,995.36 |
DisclosureSEC source: 0001127602-18-014816 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 385 Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 18:30 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 108 | $55.88 | $6,035.04 |
DisclosureSEC source: 0001127602-18-002056 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 279 Read SEC document |
| October 17, 2017 Filed Oct 19, 2017 15:36 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 75 | $59.70 | $4,477.50 |
DisclosureSEC source: 0001127602-17-030042 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 171 Read SEC document |
| July 18, 2017 Filed Jul 19, 2017 20:03 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 96 | $54.48 | $5,230.08 |
DisclosureSEC source: 0001127602-17-023894 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors Disclosed balance after: 96 Read SEC document |
| April 28, 2017 Filed May 2, 2017 20:56 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 439,574 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-016363 · form4.xml · nonDerivative · entry 1 Smith Oliver Pierce · CIK 0001702992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 439,574 F1 · price: Acquired in connection with the First Menasha Bancshares, Inc. and Nicolet Bankshares, Inc. merger, effective April 28, 2017. 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.