Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NICOLET BANKSHARES INCNIC · Entity 4136 | Director · Chairman, President & CEO | May 05, 2026 | May 07, 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 05, 2026 · Filed May 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 65,389 |
Reported balance
After 2026-05-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-05 · Gift · Disposed 7,738 · Balance 65,389 F1: Includes shares acquired under the Employee Stock Purchase Plan. Mr. Daniels has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing on May 4, 2026. Mr. Daniels owns a total of 1,103 shares in the Employee Stock Purchase Plan as of the date of this report. F2: On May 5, 2026, Mr. Daniels transferred 7,738 shares of Nicolet Bankshares, Inc. common stock to the Daniels Revocable Trust for no consideration. Mr. Daniels is trustee of the trust, and Mr. Daniels and his spouse are the sole beneficiaries of the trust. Mr. Daniels remains the beneficial owner of the securities held by the trust. |
| Common StockSEC Table I · non-derivative | IndirectBy Daniels Revocable Trust | 61,452 |
Reported balance
After 2026-05-05 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-05-05 · Gift · Acquired 7,738 · Balance 61,452 F2: On May 5, 2026, Mr. Daniels transferred 7,738 shares of Nicolet Bankshares, Inc. common stock to the Daniels Revocable Trust for no consideration. Mr. Daniels is trustee of the trust, and Mr. Daniels and his spouse are the sole beneficiaries of the trust. Mr. Daniels remains the beneficial owner of the securities held by the trust. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 6,252 |
Reported balance
Holding disclosure · report date 2026-05-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,252 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 9,803 |
Reported balance
Holding disclosure · report date 2026-05-05 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 9,803 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired under the Employee Stock Purchase Plan. Mr. Daniels has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing on May 4, 2026. Mr. Daniels owns a total of 1,103 shares in the Employee Stock Purchase Plan as of the date of this report.
F2: On May 5, 2026, Mr. Daniels transferred 7,738 shares of Nicolet Bankshares, Inc. common stock to the Daniels Revocable Trust for no consideration. Mr. Daniels is trustee of the trust, and Mr. Daniels and his spouse are the sole beneficiaries of the trust. Mr. Daniels remains the beneficial owner of the securities held by the 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 05, 2026 Filed May 7, 2026 18:37 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GiftCommon Stock | 7,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001174850-26-000112 · form4.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Daniels Revocable Trust Disclosed balance after: 61,452 F2 · ownership.direct: On May 5, 2026, Mr. Daniels transferred 7,738 shares of Nicolet Bankshares, Inc. common stock to the Daniels Revocable Trust for no consideration. Mr. Daniels is trustee of the trust, and Mr. Daniels and his spouse are the sole beneficiaries of the trust. Mr. Daniels remains the beneficial owner of the securities held by the trust. Read SEC document |
| May 05, 2026 Filed May 7, 2026 18:37 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GiftCommon Stock | 7,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001174850-26-000112 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,389 F1 · balance_after: Includes shares acquired under the Employee Stock Purchase Plan. Mr. Daniels has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing on May 4, 2026. Mr. Daniels owns a total of 1,103 shares in the Employee Stock Purchase Plan as of the date of this report. F2 · ownership.direct: On May 5, 2026, Mr. Daniels transferred 7,738 shares of Nicolet Bankshares, Inc. common stock to the Daniels Revocable Trust for no consideration. Mr. Daniels is trustee of the trust, and Mr. Daniels and his spouse are the sole beneficiaries of the trust. Mr. Daniels remains the beneficial owner of the securities held by the trust. Read SEC document |
| April 30, 2026 Filed May 4, 2026 20:34 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GiftCommon Stock | 53,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001174850-26-000108 · form4.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Daniels Revocable Trust Disclosed balance after: 53,714 F2 · ownership.direct: On April 30, 2026, Mr. Daniels transferred 53,714 shares of Nicolet Bankshares, Inc. common stock to the Daniels Revocable Trust for no consideration. Mr. Daniels is trustee of the trust, and Mr. Daniels and his spouse are the sole beneficiaries of the trust. Mr. Daniels remains the beneficial owner of the securities held by the trust. Read SEC document |
| April 30, 2026 Filed May 4, 2026 20:34 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GiftCommon Stock | 53,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001174850-26-000108 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,127 F1 · balance_after: Includes an additional 42 shares acquired under the Employee Stock Purchase Plan since Mr. Daniels last Form 4 filing dated February 17, 2026. Mr. Daniels owns a total of 1,103 shares in the Employee Stock Purchase Plan as of the date of this report. F2 · ownership.direct: On April 30, 2026, Mr. Daniels transferred 53,714 shares of Nicolet Bankshares, Inc. common stock to the Daniels Revocable Trust for no consideration. Mr. Daniels is trustee of the trust, and Mr. Daniels and his spouse are the sole beneficiaries of the trust. Mr. Daniels remains the beneficial owner of the securities held by the trust. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 21:32 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Tax withholdingCommon Stock | 2,624 | $155.19 | $407,218.56 |
DisclosureSEC source: 0001174850-26-000043 · form4.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,799 F2 · shares: Shares withheld to cover the tax liability of the RSU performance vesting on February 13, 2026. F3 · balance_after: Includes a total of 1,061 shares owned by Mr. Daniels in the Employee Stock Purchase Plan. Mr. Daniels has not acquired additional shares under the Employee Stock Purchase Plan since Mr. Daniels last Form 4 filing dated January 21, 2026. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 21:32 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GrantCommon Stock | 6,666 | $155.19 | $1,034,496.54 |
DisclosureSEC source: 0001174850-26-000043 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,423 F1 · shares: Restricted stock unit ("RSU") vesting. Per the terms of the RSU, the performance-based metric of successfully closing the merger between Nicolet Bankshares, Inc., and MidWestOne Financial Group was completed on February 13, 2026. Read SEC document |
| January 20, 2026 Filed Jan 21, 2026 18:44 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GrantCommon Stock | 12,125 | $131.43 | $1,593,588.75 |
DisclosureSEC source: 0001174850-26-000009 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,757 F1 · shares: Restricted shares awarded January 20, 2026. Awarded shares will vest annually on January 20th of each year, in five equal installments beginning January 20, 2027, and will fully vest on January 20, 2031. F2 · balance_after: Includes an additional 22 shares acquired under the Employee Stock Purchase Plan since Mr. Daniels last Form 4 filing dated November 24, 2025. Mr. Daniels owns a total of 1,061 shares in the Employee Stock Purchase Plan as of the date of this report. Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 21:17 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Tax withholdingCommon Stock | 185 | $120.20 | $22,237.00 |
DisclosureSEC source: 0001174850-25-000101 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,610 F1 · shares: Shares withheld to satisfy tax obligation of vested restricted stock. F2 · balance_after: Includes shares acquired under the Employee Stock Purchase Plan. Mr. Daniels has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing on November 20, 2025. Mr. Daniels owns a total of 1,039 shares in the Employee Stock Purchase Plan as of the date of this report. Read SEC document |
| November 19, 2025 Filed Nov 20, 2025 19:04 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Tax withholdingCommon Stock | 753 | $120.04 | $90,390.12 |
DisclosureSEC source: 0001174850-25-000093 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,795 F1 · shares: Shares withheld to satisfy tax obligation of vested restricted stock. F2 · balance_after: Includes an additional 23 shares acquired under the Employee Stock Purchase Plan since Mr. Daniels last Form 4 filing dated September 9, 2025. Mr. Daniels owns a total of 1,039 shares in the Employee Stock Purchase Plan as of the date of this report. Read SEC document |
| September 08, 2025 Filed Sep 9, 2025 20:39 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GrantCommon Stock | 30,000 | $137.68 | $4,130,400.00 |
DisclosureSEC source: 0001174850-25-000050 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,525 F1 · shares: Per the terms of Mr. Daniels employment extension to continue his leadership through year end 2030, Nicolet Bankshares, Inc. Board of Directors approved an award of 30,000 restricted shares to Mr. Daniels dated September 8, 2025. The 30,000 restricted shares will cliff vest upon five years of continued service through December 31, 2030. F2 · balance_after: Includes an additional 71 shares acquired under the Employee Stock Purchase Plan since Mr. Daniels last Form 4 filing dated November 21, 2024. Mr. Daniels owns a total of 1,016 shares in the Employee Stock Purchase Plan as of the date of this report. Read SEC document |
| November 20, 2024 Filed Nov 21, 2024 19:18 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Tax withholdingCommon Stock | 185 | $109.48 | $20,253.80 |
DisclosureSEC source: 0001127602-24-027787 · form4.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,454 F2 · shares: Shares withheld to satisfy tax obligation of vested restricted stock. F3 · balance_after: Includes shares acquired under the Employee Stock Purchase Plan. Mr. Daniels has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing on November 15, 2024. Mr. Daniels owns a total of 945 shares in the Employee Stock Purchase Plan as of the date of this report. Read SEC document |
| November 19, 2024 Filed Nov 21, 2024 19:18 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GrantCommon Stock | 9,560 | $109.82 | $1,049,879.20 |
DisclosureSEC source: 0001127602-24-027787 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,639 F1 · shares: Restricted shares awarded November 19, 2024. Awarded shares will vest annually on November 19th of each year, in five equal installments beginning November 19, 2025, and will fully vest on November 19, 2029. Read SEC document |
| November 14, 2024 Filed Nov 15, 2024 17:15 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Tax withholdingCommon Stock | 355 | $111.79 | $39,685.45 |
DisclosureSEC source: 0001127602-24-027354 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,079 F1 · shares: Shares withheld to satisfy tax obligation of vested restricted stock. F2 · balance_after: Includes shares acquired under the Employee Stock Purchase Plan. Mr. Daniels has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing on November 13, 2024. Mr. Daniels owns a total of 945 shares in the Employee Stock Purchase Plan as of the date of this report. Read SEC document |
| November 12, 2024 Filed Nov 13, 2024 15:05 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,580 | $0.00 Strike: $48.85 | $0.00 |
DisclosureSEC source: 0001127602-24-027150 · form4.xml · derivative · entry 8 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,580 shares Expires 2027-05-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The non-qualified stock option fully vested as of May 16, 2022, and is now fully exercised. Read SEC document |
| November 12, 2024 Filed Nov 13, 2024 15:05 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | SaleCommon Stock | 6,580 | $115.00 | $756,700.00 |
DisclosureSEC source: 0001127602-24-027150 · form4.xml · nonDerivative · entry 4 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,434 F1 · balance_after: Includes shares acquired under the Employee Stock Purchase Plan. Mr. Daniels has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing on November 8, 2024. Mr. Daniels owns a total of 945 shares in the Employee Stock Purchase Plan as of the date of this report. Read SEC document |
| November 12, 2024 Filed Nov 13, 2024 15:05 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Exercise / conversionCommon Stock | 6,580 | $48.85 | $321,433.00 |
DisclosureSEC source: 0001127602-24-027150 · form4.xml · nonDerivative · entry 3 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,014 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 11, 2024 Filed Nov 13, 2024 15:05 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,869 | $0.00 Strike: $48.85 | $0.00 |
DisclosureSEC source: 0001127602-24-027150 · form4.xml · derivative · entry 7 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,580 Underlying: Common Stock · 4,869 shares Expires 2027-05-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The non-qualified stock option fully vested as of May 16, 2022, and is now fully exercised. Read SEC document |
| November 11, 2024 Filed Nov 13, 2024 15:05 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | SaleCommon Stock | 4,869 | $115.00 | $559,935.00 |
DisclosureSEC source: 0001127602-24-027150 · form4.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,434 Read SEC document |
| November 11, 2024 Filed Nov 13, 2024 15:05 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Exercise / conversionCommon Stock | 4,869 | $48.85 | $237,850.65 |
DisclosureSEC source: 0001127602-24-027150 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,303 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 15:38 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Exercise / conversionStock Option (Right to Buy) · Derivative | 63,551 | $0.00 Strike: $48.85 | $0.00 |
DisclosureSEC source: 0001127602-24-026788 · form4.xml · derivative · entry 6 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,449 Underlying: Common Stock · 63,551 shares Expires 2027-05-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The non-qualified stock option fully vested as of May 16, 2022, and is currently exercisable as to all remaining 11,449 shares. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 15:38 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | SaleCommon Stock | 9,425 | $115.00 | $1,083,875.00 |
DisclosureSEC source: 0001127602-24-026788 · form4.xml · nonDerivative · entry 3 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,434 F1 · balance_after: Includes shares acquired under the Employee Stock Purchase Plan. Mr. Daniels has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing on October 24, 2024. Mr. Daniels owns a total of 945 shares in the Employee Stock Purchase Plan as of the date of this report. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 15:38 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | SaleCommon Stock | 54,126 | $104.99 | $5,682,688.74 |
DisclosureSEC source: 0001127602-24-026788 · form4.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,859 Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 15:38 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Exercise / conversionCommon Stock | 63,551 | $48.85 | $3,104,466.35 |
DisclosureSEC source: 0001127602-24-026788 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,985 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 23, 2024 Filed Oct 24, 2024 21:37 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Exercise / conversionStock Option (Right to Buy) · Derivative | 29,071 | $0.00 Strike: $48.85 | $0.00 |
DisclosureSEC source: 0001127602-24-025931 · form4.xml · derivative · entry 5 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 29,071 shares Expires 2027-05-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The non-qualified stock option fully vested as of May 16, 2022, and is currently exercisable as to all remaining 75,000 shares. Read SEC document |
| October 23, 2024 Filed Oct 24, 2024 21:37 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | SaleCommon Stock | 29,071 | $101.08 | $2,938,612.96 |
DisclosureSEC source: 0001127602-24-025931 · form4.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,434 F1 · price: The price reported in column 4 is a weighted average price. These shares sold in multiple transactions at prices ranging from $101.000 to $101.5950, inclusive. Mr. Daniels undertakes to provide to Nicolet Bankshares, Inc., any security holder of Nicolet Bankshares, 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 footnote (1) to this Form 4. F2 · balance_after: Includes an additional 32 shares acquired under the Employee Stock Purchase Plan since Mr. Daniels last Form 4 filing dated September 3, 2024. Mr. Daniels owns a total of 945 shares in the Employee Stock Purchase Plan as of the date of this report. Read SEC document |
| October 23, 2024 Filed Oct 24, 2024 21:37 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Exercise / conversionCommon Stock | 29,071 | $48.85 | $1,420,118.35 |
DisclosureSEC source: 0001127602-24-025931 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,505 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 30, 2024 Filed Sep 3, 2024 17:28 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,316 | $0.00 Strike: $48.85 | $0.00 |
DisclosureSEC source: 0001127602-24-023281 · form4.xml · derivative · entry 5 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,071 Underlying: Common Stock · 10,316 shares Expires 2027-05-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The non-qualified stock option fully vested as of May 16, 2022, and is currently exercisable as to all remaining 104,071 shares. Read SEC document |
| August 30, 2024 Filed Sep 3, 2024 17:28 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | SaleCommon Stock | 10,316 | $98.98 | $1,021,043.64 |
DisclosureSEC source: 0001127602-24-023281 · form4.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,402 F1 · price: The price reported in column 4 is a weighted average price. These shares sold in multiple transactions at prices ranging from $98.85 to $99.41, inclusive. Mr. Daniels undertakes to provide to Nicolet Bankshares, Inc., any security holder of Nicolet Bankshares, 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 footnote (1) to this Form 4. F2 · balance_after: Includes a total of 913 shares owned by Mr. Daniels in the Employee Stock Purchase Plan. Mr. Daniels has not acquired additional shares under the Employee Stock Purchase Plan since Mr. Daniels last Form 4 filing dated August 29, 2024. Read SEC document |
| August 30, 2024 Filed Sep 3, 2024 17:28 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Exercise / conversionCommon Stock | 10,316 | $48.85 | $503,936.60 |
DisclosureSEC source: 0001127602-24-023281 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,718 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 29, 2024 Filed Aug 29, 2024 21:30 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Exercise / conversionStock Option (Right to Buy) · Derivative | 8,003 | $0.00 Strike: $48.85 | $0.00 |
DisclosureSEC source: 0001127602-24-023179 · form4.xml · derivative · entry 8 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,387 Underlying: Common Stock · 8,003 shares Expires 2027-05-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The non-qualified stock option fully vested as of May 16, 2022, and is currently exercisable as to all remaining 114,387 shares. Read SEC document |
| August 29, 2024 Filed Aug 29, 2024 21:30 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | SaleCommon Stock | 8,003 | $98.98 | $792,113.73 |
DisclosureSEC source: 0001127602-24-023179 · form4.xml · nonDerivative · entry 4 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,402 F2 · price: The price reported in column 4 is a weighted average price. These shares sold in multiple transactions at prices ranging from $98.85 to $99.06, inclusive. Mr. Daniels undertakes to provide to Nicolet Bankshares, Inc., any security holder of Nicolet Bankshares, 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 footnote (2) to this Form 4. F3 · balance_after: Includes a total of 913 shares owned by Mr. Daniels in the Employee Stock Purchase Plan. Mr. Daniels has not acquired additional shares under the Employee Stock Purchase Plan since Mr. Daniels last Form 4 filing dated August 28, 2024. Read SEC document |
| August 29, 2024 Filed Aug 29, 2024 21:30 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Exercise / conversionCommon Stock | 8,003 | $48.85 | $390,946.55 |
DisclosureSEC source: 0001127602-24-023179 · form4.xml · nonDerivative · entry 3 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,405 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 21:30 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,321 | $0.00 Strike: $48.85 | $0.00 |
DisclosureSEC source: 0001127602-24-023179 · form4.xml · derivative · entry 7 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,390 Underlying: Common Stock · 1,321 shares Expires 2027-05-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The non-qualified stock option fully vested as of May 16, 2022, and is currently exercisable as to all remaining 114,387 shares. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 21:30 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | SaleCommon Stock | 1,321 | $98.92 | $130,666.85 |
DisclosureSEC source: 0001127602-24-023179 · form4.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,402 F1 · price: The price reported in column 4 is a weighted average price. These shares sold in multiple transactions at prices ranging from $98.85 to $99.12, inclusive. Mr. Daniels undertakes to provide to Nicolet Bankshares, Inc., any security holder of Nicolet Bankshares, 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 footnote (1) to this Form 4. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 21:30 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Exercise / conversionCommon Stock | 1,321 | $48.85 | $64,530.85 |
DisclosureSEC source: 0001127602-24-023179 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,723 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 19:57 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,289 | $0.00 Strike: $48.85 | $0.00 |
DisclosureSEC source: 0001127602-24-023072 · form4.xml · derivative · entry 5 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,711 Underlying: Common Stock · 1,289 shares Expires 2027-05-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The non-qualified stock option fully vested as of May 16, 2022, and is currently exercisable as to all remaining 123,711 shares. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 19:57 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | SaleCommon Stock | 1,289 | $98.94 | $127,533.66 |
DisclosureSEC source: 0001127602-24-023072 · form4.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,402 F1 · price: The price reported in column 4 is a weighted average price. These shares sold in multiple transactions at prices ranging from $98.85 to $99.40, inclusive. Mr. Daniels undertakes to provide to Nicolet Bankshares, Inc., any security holder of Nicolet Bankshares, 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 footnote (1) to this Form 4. F2 · balance_after: Includes an additional 105 shares acquired under the Employee Stock Purchase Plan since Mr. Daniels last Form 4 filing dated December 13, 2023. Mr. Daniels owns a total of 913 shares in the Employee Stock Purchase Plan as of the date of this report. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 19:57 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Exercise / conversionCommon Stock | 1,289 | $48.85 | $62,967.65 |
DisclosureSEC source: 0001127602-24-023072 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,691 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2023 Filed Dec 13, 2023 20:26 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GiftCommon Stock | 6,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-029554 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,297 F1 · shares: Shares gifted to a Donor Advised Trust. F2 · balance_after: Includes shares acquired under the Employee Stock Purchase Plan. Mr. Daniels has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing on December 11, 2023. Mr. Daniels owns a total of 808 shares in the Employee Stock Purchase Plan as of the date of this report. Read SEC document |
| December 07, 2023 Filed Dec 11, 2023 22:14 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | SaleCommon Stock | 4,331 | $77.17 | $334,203.78 |
DisclosureSEC source: 0001127602-23-029210 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,797 F1 · balance_after: Includes shares acquired under the Employee Stock Purchase Plan. Mr. Daniels has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing on November 22, 2023. Mr. Daniels owns a total of 808 shares in the Employee Stock Purchase Plan as of the date of this report. Read SEC document |
| November 22, 2023 Filed Nov 22, 2023 22:21 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Tax withholdingCommon Stock | 451 | $75.49 | $34,045.99 |
DisclosureSEC source: 0001127602-23-028214 · form4.xml · nonDerivative · entry 5 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,128 F3 · shares: Shares withheld to satisfy tax obligation of vested restricted stock. F4 · balance_after: Includes shares acquired under the Employee Stock Purchase Plan. Mr. Daniels has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing on November 16, 2023. Mr. Daniels owns a total of 808 shares in the Employee Stock Purchase Plan as of the date of this report. Read SEC document |
| November 20, 2023 Filed Nov 22, 2023 22:21 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Tax withholdingCommon Stock | 221 | $77.64 | $17,158.44 |
DisclosureSEC source: 0001127602-23-028214 · form4.xml · nonDerivative · entry 4 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,579 F2 · shares: Shares withheld to satisfy tax obligation of 1/3 immediate vest of restricted stock granted November 20, 2023. Read SEC document |
| November 20, 2023 Filed Nov 22, 2023 22:21 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GrantCommon Stock | 1,410 | $77.64 | $109,472.40 |
DisclosureSEC source: 0001127602-23-028214 · form4.xml · nonDerivative · entry 3 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,800 F1 · shares: Restricted shares awarded November 20, 2023. Awarded shares will vest as follows: 1/3 immediate, 1/3 on November 20, 2024, and 1/3 on November 20, 2025. Read SEC document |
| November 14, 2023 Filed Nov 16, 2023 21:26 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Exercise / conversionStock Option (Right to Buy) · Derivative | 77,205 | $0.00 Strike: $48.85 | $0.00 |
DisclosureSEC source: 0001127602-23-027598 · form4.xml · derivative · entry 6 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,000 Underlying: Common Stock · 77,205 shares Expires 2027-05-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The non-qualified stock option fully vested as of May 16, 2022, and is currently exercisable as to all remaining 125,000 shares. Read SEC document |
| November 14, 2023 Filed Nov 16, 2023 21:26 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | SaleCommon Stock | 77,205 | $74.05 | $5,717,030.25 |
DisclosureSEC source: 0001127602-23-027598 · form4.xml · nonDerivative · entry 5 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,390 F2 · price: The price reported in column 4 is a weighted average price. These shares sold in multiple transactions at prices ranging from $74.05 to $74.18, inclusive. Mr. Daniels undertakes to provide to Nicolet Bankshares, Inc., any security holder of Nicolet Bankshares, 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 footnote (2) to this Form 4. F3 · balance_after: Includes a total of 808 shares owned by Mr. Daniels in the Employee Stock Purchase Plan. Mr. Daniels has not acquired additional shares under the Employee Stock Purchase Plan since Mr. Daniels last Form 4 filing dated November 8, 2023. Read SEC document |
| November 14, 2023 Filed Nov 16, 2023 21:26 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Exercise / conversionCommon Stock | 77,205 | $48.85 | $3,771,464.25 |
DisclosureSEC source: 0001127602-23-027598 · form4.xml · nonDerivative · entry 4 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,595 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 14, 2023 Filed Nov 16, 2023 21:26 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Tax withholdingCommon Stock | 423 | $78.12 | $33,044.76 |
DisclosureSEC source: 0001127602-23-027598 · form4.xml · nonDerivative · entry 3 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,390 F1 · shares: Shares withheld to satisfy tax obligation of vested restricted stock. Read SEC document |
| November 07, 2023 Filed Nov 9, 2023 00:51 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,731 | $0.00 Strike: $48.85 | $0.00 |
DisclosureSEC source: 0001127602-23-027071 · form4.xml · derivative · entry 10 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,205 Underlying: Common Stock · 1,731 shares Expires 2027-05-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: The non-qualified stock option fully vested as of May 16, 2022, and is currently exercisable as to 202,205 shares. Read SEC document |
| November 07, 2023 Filed Nov 9, 2023 00:51 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | SaleCommon Stock | 100 | $74.09 | $7,409.00 |
DisclosureSEC source: 0001127602-23-027071 · form4.xml · nonDerivative · entry 8 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,813 F3 · balance_after: Includes an additional 167 shares acquired under the Employee Stock Purchase Plan since Mr. Daniels last Form 4 filing dated November 23, 2022. Mr. Daniels owns a total of 808 shares in the Employee Stock Purchase Plan as of the date of this report. Read SEC document |
| November 07, 2023 Filed Nov 9, 2023 00:51 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | SaleCommon Stock | 1,631 | $74.05 | $120,775.55 |
DisclosureSEC source: 0001127602-23-027071 · form4.xml · nonDerivative · entry 7 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,913 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.