Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST BUSINESS FINANCIAL SERVICES, INC.FBIZ · Entity 5359 | Director | May 16, 2026 | May 19, 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.
FIRST BUSINESS FINANCIAL SERVICES, INC.
Report date May 16, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,671 |
Reported balance
After 2026-05-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-16 · Grant · Acquired 710 · Balance 9,671 F1: Includes 2,896 shares that are held in reporting person's revocable living trust for the benefit of reporting person and his spouse for which reporting person and his spouse are co-trustees, and 2,520 shares that are held by reporting person's IRA. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse's IRA | 8,178 |
Reported balance
Holding disclosure · report date 2026-05-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,178 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 2,896 shares that are held in reporting person's revocable living trust for the benefit of reporting person and his spouse for which reporting person and his spouse are co-trustees, and 2,520 shares that are held by reporting person's IRA.
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 16, 2026 Filed May 19, 2026 20:21 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-26-000266 · form4.xml · nonDerivative · entry 1 Lorenz William Kent · CIK 0001746176 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,671 F1 · balance_after: Includes 2,896 shares that are held in reporting person's revocable living trust for the benefit of reporting person and his spouse for which reporting person and his spouse are co-trustees, and 2,520 shares that are held by reporting person's IRA. Read SEC document |
| May 16, 2025 Filed May 20, 2025 20:50 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-009895 · form4.xml · nonDerivative · entry 1 Lorenz William Kent · CIK 0001746176 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,961 F1 · balance_after: Includes 2,896 shares that are held in reporting person's revocable living trust for the benefit of reporting person and his spouse for which reporting person and his spouse are co-trustees, and 2,520 shares that are held by reporting person's IRA. Read SEC document |
| November 19, 2024 Filed Nov 21, 2024 22:02 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 1,000 | $49.00 | $49,000.00 |
DisclosureSEC source: 0001062993-24-019502 · form4.xml · nonDerivative · entry 1 Lorenz William Kent · CIK 0001746176 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,341 F1 · balance_after: Includes 2,896 shares that are held in reporting person's revocable living trust for the benefit of reporting person and his spouse for which reporting person and his spouse are co-trustees, and 2,520 shares that are held by reporting person's IRA. Read SEC document |
| August 19, 2024 Filed Aug 20, 2024 20:26 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 1,150 | $42.79 | $49,207.70 |
DisclosureSEC source: 0001062993-24-015435 · form4.xml · nonDerivative · entry 1 Lorenz William Kent · CIK 0001746176 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,341 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.75 to $42.925, inclusive. The reporting person undertakes to provide to First Business Financial Services, Inc., any security holder of First Business Financial Services, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. F2 · balance_after: Includes 3,896 shares that are held in reporting person's revocable living trust for the benefit of reporting person and his spouse for which reporting person and his spouse are co-trustees, and 2,520 shares that are held by reporting person's IRA. Read SEC document |
| May 16, 2024 Filed May 20, 2024 20:21 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 655 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010795 · form4.xml · nonDerivative · entry 1 Lorenz William Kent · CIK 0001746176 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,491 F1 · balance_after: Includes 5,046 shares that are held in reporting person's revocable living trust for the benefit of reporting person and his spouse for which reporting person and his spouse are co-trustees, and 2,520 shares that are held by reporting person's IRA. Read SEC document |
| May 13, 2024 Filed May 14, 2024 20:37 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 1,345 | $34.51 | $46,415.95 |
DisclosureSEC source: 0001062993-24-010190 · form4.xml · nonDerivative · entry 2 Lorenz William Kent · CIK 0001746176 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,836 F1 · balance_after: Includes 5,046 shares that are held in reporting person's revocable living trust for the benefit of reporting person and his spouse for which reporting person and his spouse are co-trustees, and 2,520 shares that are held by reporting person's IRA. Read SEC document |
| May 10, 2024 Filed May 14, 2024 20:37 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 80 | $35.00 | $2,800.00 |
DisclosureSEC source: 0001062993-24-010190 · form4.xml · nonDerivative · entry 1 Lorenz William Kent · CIK 0001746176 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,181 Read SEC document |
| May 16, 2023 Filed May 18, 2023 20:12 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 830 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011587 · form4.xml · nonDerivative · entry 1 Lorenz William Kent · CIK 0001746176 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,261 F1 · balance_after: Includes 6,471 shares that are held in reporting person's revocable living trust for the benefit of reporting person and his spouse for which reporting person and his spouse are co-trustees, and 2,520 shares that are held by reporting person's IRA. Read SEC document |
| August 16, 2022 Filed Aug 17, 2022 20:05 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 375 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-018218 · form4.xml · nonDerivative · entry 1 Lorenz William Kent · CIK 0001746176 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,431 F1 · balance_after: Includes 6,471 shares that are held in reporting person's revocable living trust for the benefit of reporting person and his spouse for which reporting person and his spouse are co-trustees, and 2,520 shares that are held by reporting person's IRA. Read SEC document |
| May 16, 2022 Filed May 17, 2022 20:20 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012743 · form4.xml · nonDerivative · entry 1 Lorenz William Kent · CIK 0001746176 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,056 F1 · balance_after: Includes 6,471 shares that are held in reporting person's revocable living trust for the benefit of reporting person and his spouse for which reporting person and his spouse are co-trustees, and 2,520 shares that are held by reporting person's IRA. Read SEC document |
| May 16, 2021 Filed May 18, 2021 20:55 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-21-000231 · edgar.xml · nonDerivative · entry 1 Lorenz William Kent · CIK 0001746176 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,766 F1 · balance_after: Includes 6,471 shares that are held in reporting person's revocable living trust for the benefit of reporting person and his spouse for which reporting person and his spouse are co-trustees, and 2,520 shares that are held by reporting person's IRA. Read SEC document |
| May 18, 2020 Filed May 20, 2020 20:39 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 390 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-20-000210 · edgar.xml · nonDerivative · entry 1 Lorenz William Kent · CIK 0001746176 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,381 F1 · balance_after: Includes 6,471 shares that are held in reporting person's revocable living trust for the benefit of reporting person and his spouse for which reporting person and his spouse are co-trustees, and 2,520 shares that are held by reporting person's IRA. Read SEC document |
| June 10, 2019 Filed Jun 10, 2019 20:28 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 2,000 | $23.10 | $46,208.60 |
DisclosureSEC source: 0000892712-19-000239 · edgar.xml · nonDerivative · entry 1 Lorenz William Kent · CIK 0001746176 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,991 F1 · balance_after: Includes 6,471 shares that are held in reporting person's revocable living trust for the benefit of reporting person and his spouse for which reporting person and his spouse are co-trustees, and 2,520 shares that are held by reporting person's IRA. Read SEC document |
| January 30, 2019 Filed Jan 31, 2019 21:14 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 2,500 | $20.45 | $51,134.50 |
DisclosureSEC source: 0000892712-19-000024 · edgar.xml · nonDerivative · entry 1 Lorenz William Kent · CIK 0001746176 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,991 F1 · balance_after: Includes 8,471 shares that are held in reporting person's revocable living trust for the benefit of reporting person and his spouse for which reporting person and his spouse are co-trustees, and 2,520 shares that are held by reporting person's 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.