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 | 27,405 |
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 27,405 F1: 23,150 shares are held by the Kathryn J. Olszewski 2021 GST Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: 23,150 shares are held by the Kathryn J. Olszewski 2021 GST Trust.
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: 0000892712-26-000267 · form4.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,405 F1 · balance_after: 23,150 shares are held by the Kathryn J. Olszewski 2021 GST Trust. Read SEC document |
| May 16, 2025 Filed May 20, 2025 20:31 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-009884 · form4.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,695 F1 · balance_after: 23,150 shares are held by the Kathryn J. Olszewski 2021 GST Trust. 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: 0001062993-24-010794 · form4.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,075 F1 · balance_after: 23,150 shares are held by the Kathryn J. Olszewski 2021 GST Trust. 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: 0001062993-23-011589 · form4.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,420 F1 · balance_after: 23,150 shares are held by the Daniel and Kathryn Olszewski Joint Revocable Trust. Read SEC document |
| January 31, 2023 Filed Feb 1, 2023 21:59 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 172 | $35.58 | $6,119.74 |
DisclosureSEC source: 0001062993-23-001813 · form4.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,590 F1 · balance_after: 23,150 shares are held by the Daniel and Kathryn Olszewski Joint Revocable Trust. Read SEC document |
| November 01, 2022 Filed Nov 2, 2022 21:21 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 157 | $39.27 | $6,165.20 |
DisclosureSEC source: 0001062993-22-021438 · form4.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,418 F1 · balance_after: 22,978 shares are held by the Daniel and Kathryn Olszewski Joint Revocable Trust. 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: 0001062993-22-018219 · form4.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,261 F1 · balance_after: 22,821 shares are held by the Daniel and Kathryn Olszewski Joint Revocable Trust. Read SEC document |
| August 04, 2022 Filed Aug 5, 2022 20:06 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | PurchaseCommon Stock | 181 | $33.00 | $5,973.47 |
DisclosureSEC source: 0001062993-22-017390 · form4.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,886 F1 · balance_after: 22,821 shares are held by the Daniel and Kathryn Olszewski Joint Revocable Trust. Read SEC document |
| May 16, 2022 Filed May 17, 2022 20:22 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012746 · form4.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,705 F1 · balance_after: 22,640 shares are held by the Daniel and Kathryn Olszewski Joint Revocable Trust. Read SEC document |
| May 05, 2022 Filed May 6, 2022 20:17 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | PurchaseCommon Stock | 171 | $34.85 | $5,959.81 |
DisclosureSEC source: 0001062993-22-011777 · form4.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,415 F1 · balance_after: 22,640 shares are held by the Daniel and Kathryn Olszewski Joint Revocable Trust. Read SEC document |
| March 09, 2022 Filed Mar 9, 2022 21:32 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | PurchaseCommon Stock | 190 | $31.85 | $6,051.50 |
DisclosureSEC source: 0001062993-22-007178 · form4.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,244 F1 · balance_after: 22,469 shares are held by the Daniel and Kathryn Olszewski Joint Revocable Trust. Read SEC document |
| November 02, 2021 Filed Nov 3, 2021 20:07 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | PurchaseCommon Stock | 260 | $30.12 | $7,830.42 |
DisclosureSEC source: 0000892712-21-000324 · edgar.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,054 F1 · balance_after: 22,279 shares are held by the Daniel and Kathryn Olszewski Joint Revocable Trust. Read SEC document |
| August 03, 2021 Filed Aug 4, 2021 20:14 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | PurchaseCommon Stock | 219 | $27.35 | $5,989.65 |
DisclosureSEC source: 0000892712-21-000269 · edgar.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,794 F1 · balance_after: 22,019 shares are held by the Daniel and Kathryn Olszewski Joint Revocable Trust. Read SEC document |
| May 16, 2021 Filed May 18, 2021 20:58 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-21-000232 · edgar.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,575 F1 · balance_after: 21,800 shares are held by the Daniel and Kathryn Olszewski Joint Revocable Trust. Read SEC document |
| May 04, 2021 Filed May 5, 2021 20:27 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | PurchaseCommon Stock | 220 | $27.25 | $5,995.00 |
DisclosureSEC source: 0000892712-21-000204 · edgar.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,190 F1 · balance_after: 21,800 shares are held by the Daniel and Kathryn Olszewski Joint Revocable Trust. Read SEC document |
| February 02, 2021 Filed Feb 3, 2021 21:24 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | PurchaseCommon Stock | 300 | $20.14 | $6,043.05 |
DisclosureSEC source: 0000892712-21-000034 · edgar.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,970 F1 · balance_after: 21,580 shares are held by the Daniel and Kathryn Olszewski Joint Revocable Trust. Read SEC document |
| October 27, 2020 Filed Oct 28, 2020 21:06 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | PurchaseCommon Stock | 356 | $16.90 | $6,016.40 |
DisclosureSEC source: 0000892712-20-000323 · edgar.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,670 F1 · balance_after: 21,280 shares are held by the Daniel and Kathryn Olszewski Joint Revocable Trust. Read SEC document |
| July 28, 2020 Filed Jul 29, 2020 20:50 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | PurchaseCommon Stock | 413 | $14.75 | $6,091.75 |
DisclosureSEC source: 0000892712-20-000278 · edgar.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,314 F1 · balance_after: These 20,924 shares are held by the Daniel and Kathryn Olszewski Joint Revocable Trust. Read SEC document |
| May 18, 2020 Filed May 20, 2020 20:41 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 390 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-20-000211 · edgar.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,901 F1 · balance_after: These 20,511 shares are held by the Daniel and Kathryn Olszewski Joint Revocable Trust. Read SEC document |
| April 28, 2020 Filed Apr 29, 2020 20:43 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | PurchaseCommon Stock | 358 | $16.75 | $5,996.50 |
DisclosureSEC source: 0000892712-20-000165 · edgar.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,511 F1 · balance_after: These 20,511 shares are held by the Daniel and Kathryn Olszewski Joint Revocable Trust. Read SEC document |
| January 28, 2020 Filed Jan 30, 2020 21:45 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | PurchaseCommon Stock | 225 | $26.58 | $5,980.50 |
DisclosureSEC source: 0000892712-20-000035 · edgar.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,153 F1 · balance_after: These 20,153 shares are held by the Daniel and Kathryn Olszewski Joint Revocable Trust. Read SEC document |
| October 29, 2019 Filed Oct 30, 2019 20:09 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | PurchaseCommon Stock | 245 | $24.50 | $6,002.50 |
DisclosureSEC source: 0000892712-19-000382 · edgar.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,928 F1 · balance_after: These 19,928 shares are held by the Daniel and Kathryn Olszewski Joint Revocable Trust. Read SEC document |
| July 30, 2019 Filed Jul 31, 2019 20:33 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | PurchaseCommon Stock | 249 | $24.10 | $6,000.90 |
DisclosureSEC source: 0000892712-19-000297 · edgar.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,683 F1 · balance_after: These 19,683 shares are held by the Daniel and Kathryn Olszewski Joint Revocable Trust. Read SEC document |
| April 30, 2019 Filed May 2, 2019 20:33 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | PurchaseCommon Stock | 258 | $23.28 | $6,006.24 |
DisclosureSEC source: 0000892712-19-000187 · edgar.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,434 F1 · balance_after: These 19,434 shares are held by the Daniel and Kathryn Olszewski Joint Revocable Trust. Read SEC document |
| February 01, 2019 Filed Feb 4, 2019 21:05 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | PurchaseCommon Stock | 2,500 | $20.70 | $51,750.00 |
DisclosureSEC source: 0000892712-19-000027 · edgar.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,176 F1 · balance_after: These 19,176 shares are held by the Daniel and Kathryn Olszewski Joint Revocable Trust. Read SEC document |
| December 24, 2018 Filed Dec 26, 2018 22:32 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | PurchaseCommon Stock | 183 | $19.95 | $3,650.85 |
DisclosureSEC source: 0000892712-18-000516 · edgar.xml · nonDerivative · entry 1 Olszewski Daniel P. · CIK 0001760576 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,676 F1 · balance_after: Includes 183 shares held by the Daniel and Kathryn Olszewski Joint Revocable Trust. 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.