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 |
|---|---|---|---|---|---|---|
| November 07, 2023 Filed Nov 9, 2023 00:51 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Exercise / conversionCommon Stock | 1,731 | $48.85 | $84,559.35 |
DisclosureSEC source: 0001127602-23-027071 · form4.xml · nonDerivative · entry 6 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,544 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, 2023 Filed Nov 9, 2023 00:51 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Exercise / conversionStock Option (Right to Buy) · Derivative | 21,064 | $0.00 Strike: $48.85 | $0.00 |
DisclosureSEC source: 0001127602-23-027071 · form4.xml · derivative · entry 9 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203,936 Underlying: Common Stock · 21,064 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 was fully exercisable as to all 203,936 remaining shares after the November 6, 2023 exercise. Read SEC document |
| November 06, 2023 Filed Nov 9, 2023 00:51 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | SaleCommon Stock | 1,492 | $75.48 | $112,616.16 |
DisclosureSEC source: 0001127602-23-027071 · form4.xml · nonDerivative · entry 5 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,813 F2 · price: The price reported in column 4 is a weighted average price. These shares sold in multiple transactions at prices ranging from $75.35 to $75.7725, 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. Read SEC document |
| November 06, 2023 Filed Nov 9, 2023 00:51 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | SaleCommon Stock | 19,572 | $74.12 | $1,450,676.64 |
DisclosureSEC source: 0001127602-23-027071 · form4.xml · nonDerivative · entry 4 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,305 F1 · 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 $74.65, 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 |
| November 06, 2023 Filed Nov 9, 2023 00:51 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Exercise / conversionCommon Stock | 21,064 | $48.85 | $1,028,976.40 |
DisclosureSEC source: 0001127602-23-027071 · form4.xml · nonDerivative · entry 3 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,877 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 22, 2022 Filed Nov 23, 2022 17:04 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Tax withholdingCommon Stock | 307 | $80.77 | $24,796.39 |
DisclosureSEC source: 0001127602-22-026315 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,646 F1 · shares: Shares withheld to satisfy tax obligation of vested restricted stock. F2 · balance_after: Includes a total of 641 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 16, 2022. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 22:33 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Tax withholdingCommon Stock | 288 | $80.95 | $23,313.60 |
DisclosureSEC source: 0001127602-22-025825 · form4.xml · nonDerivative · entry 3 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,953 F1 · shares: Shares withheld to satisfy tax obligation of vested restricted stock. F3 · balance_after: Includes an additional 86 shares acquired under the Employee Stock Purchase Plan since Mr. Daniels last Form 4 filing dated May 26, 2022. Mr. Daniels owns a total of 641 shares in the Employee Stock Purchase Plan as of the date of this report. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 22:33 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GrantCommon Stock | 2,700 | $80.95 | $218,565.00 |
DisclosureSEC source: 0001127602-22-025825 · form4.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,241 F2 · shares: Restricted shares awarded November 14, 2022. Awarded shares will vest as follows: 1/3 immediate, 1/3 on November 14, 2023, and 1/3 on November 14, 2024. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 22:33 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Tax withholdingCommon Stock | 283 | $80.95 | $22,908.85 |
DisclosureSEC source: 0001127602-22-025825 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,541 F1 · shares: Shares withheld to satisfy tax obligation of vested restricted stock. Read SEC document |
| May 24, 2022 Filed May 26, 2022 16:42 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | PurchaseCommon Stock | 841 | $78.99 | $66,430.59 |
DisclosureSEC source: 0001127602-22-015727 · form4.xml · nonDerivative · entry 3 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,738 F3 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $78.91 to $79.00, 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 purchased at each separate price within the ranges set forth in footnote (1) to this Form 4. F4 · balance_after: Includes an additional 64 shares acquired under the Employee Stock Purchase Plan since Mr. Daniels last Form 4 filing on November 24, 2021. Mr. Daniels owns a total of 555 shares in the Employee Stock Purchase Plan as of the date of this report. Read SEC document |
| May 24, 2022 Filed May 26, 2022 16:42 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | PurchaseCommon Stock | 2,450 | $78.11 | $191,369.50 |
DisclosureSEC source: 0001127602-22-015727 · form4.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,897 F2 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $77.90 to $78.87, 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 purchased at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| May 24, 2022 Filed May 26, 2022 16:42 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | PurchaseCommon Stock | 1,709 | $77.22 | $131,968.98 |
DisclosureSEC source: 0001127602-22-015727 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,447 F1 · price: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $76.79 to $77.50, 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 purchased at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| November 22, 2021 Filed Nov 24, 2021 17:32 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 307 | $73.21 | $22,475.47 |
DisclosureSEC source: 0001174850-21-000085 · primary_doc.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,674 F2 · shares: Shares withheld to satisfy the tax obligation of restricted stock vesting. F3 · balance_after: Includes Mr. Daniels 491 shares owned in the Employee Stock Purchase Plan. Mr. Daniels has not acquired additional shares under the Employee Stock Purchase Plan since his previous Form 4 filing, November 22, 2021. Read SEC document |
| November 22, 2021 Filed Nov 24, 2021 17:32 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 2,877 | $73.21 | $210,625.17 |
DisclosureSEC source: 0001174850-21-000085 · primary_doc.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,981 F1 · shares: Restricted shares awarded November 22, 2021. Awarded shares will vest as follows: 1/3 immediate, 1/3 on November 22, 2022, and 1/3 on November 22, 2023. Read SEC document |
| November 18, 2021 Filed Nov 22, 2021 21:12 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 290 | $73.85 | $21,416.50 |
DisclosureSEC source: 0001174850-21-000081 · primary_doc.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,104 F2 · shares: Shares withheld to satisfy tax obligation of vested restricted stock. F1 · balance_after: Includes Mr. Daniels 491 shares owned in the Employee Stock Purchase Plan. Mr. Daniels has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing, November 15, 2021. Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 01:58 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 283 | $74.88 | $21,191.04 |
DisclosureSEC source: 0001127602-21-029245 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,394 F1 · shares: Shares withheld to satisfy tax obligation of vested restricted stock. F2 · balance_after: Includes an additional 156 shares acquired under the Employee Stock Purchase Plan since the reporting person's last Form 4 filing on December 9, 2020. The reporting person owns a total of 491 shares in the Employee Stock Purchase Plan. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 20:23 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 578 | $70.24 | $40,598.72 |
DisclosureSEC source: 0001127602-20-030972 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,521 F1 · balance_after: Includes shares acquired under the Employee Stock Purchase Plan. The reporting person has not acquired additional shares under the Employee Stock Purchase Plan since the reporting persons last Form 4 filing on November 19, 2020. The reporting person owns 335 shares total in the Employee Stock Purchase Plan as of the date of this report. Read SEC document |
| November 18, 2020 Filed Nov 19, 2020 18:33 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 425 | $68.01 | $28,904.25 |
DisclosureSEC source: 0001127602-20-029539 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,099 F1 · balance_after: Includes shares acquired under the Employee Stock Purchase Plan. The reporting person has not acquired additional shares under the Employee Stock Purchase Plan since the reporting persons last Form 4 filing on November 16, 2020. The reporting person owns 335 shares total in the Employee Stock Purchase Plan as of the date of this report. Read SEC document |
| November 12, 2020 Filed Nov 16, 2020 20:17 UTC Amendment | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 352 | $65.70 | $23,126.40 |
DisclosureSEC source: 0001127602-20-029093 · form4a.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,524 F2 · balance_after: Includes 116 shares acquired under the Employee Stock Purchase Plan since the reporting person's previous Form 4 filing on January 28, 2020. The reporting person owns 335 shares total in the Employee Stock Purchase Plan. Read SEC document |
| November 12, 2020 Filed Nov 16, 2020 20:17 UTC Amendment | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 2,646 | $65.70 | $173,842.20 |
DisclosureSEC source: 0001127602-20-029093 · form4a.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,876 F1 · shares: This report on Form 4/A amends the Form 4 filing by the reporting person on November 16, 2020. This report on Form 4/A is being filed to correct the amount of shares awarded on November 12, 2020 within column 4, and the total beneficial ownership amount in column 5. Read SEC document |
| November 12, 2020 Filed Nov 16, 2020 19:44 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 352 | $65.70 | $23,126.40 |
DisclosureSEC source: 0001127602-20-029082 · form4.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,878 F1 · balance_after: Includes 116 shares acquired under the Employee Stock Purchase Plan since the reporting person's last Form 4 filing on January 28, 2020. The reporting person owns 335 shares total in the Employee Stock Purchase Plan. Read SEC document |
| November 12, 2020 Filed Nov 16, 2020 19:44 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 882 | $65.70 | $57,947.40 |
DisclosureSEC source: 0001127602-20-029082 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,760 Read SEC document |
| November 12, 2020 Filed Nov 16, 2020 20:00 UTC Amendment | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 352 | $65.70 | $23,126.40 |
DisclosureSEC source: 0001127602-20-029087 · form4a.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,760 F1 · balance_after: This report on Form 4/A amends the Form 4 filed by the reporting person on November 16, 2020. This report on Form 4/A is being filed to correct the total beneficial ownership following an award and forfeit of shares on November 12, 2020. F2 · balance_after: Includes 116 shares acquired under the Employee Stock Purchase Plan since the reporting person's previous Form 4 filing on January 28, 2020. The reporting person owns 335 shares total in the Employee Stock Purchase Plan. Read SEC document |
| November 12, 2020 Filed Nov 16, 2020 20:00 UTC Amendment | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 882 | $65.70 | $57,947.40 |
DisclosureSEC source: 0001127602-20-029087 · form4a.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,112 Read SEC document |
| January 24, 2020 Filed Jan 28, 2020 15:59 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionStock Option (Right to Buy) · Derivative | 13,500 | $0.00 Strike: $25.90 | $0.00 |
DisclosureSEC source: 0001127602-20-002479 · form4.xml · derivative · entry 6 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,500 shares Expires 2025-01-20 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 13,500 nonqualified options have now been fully exercised. Read SEC document |
| January 24, 2020 Filed Jan 28, 2020 15:59 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 5,852 | $71.45 | $418,125.40 |
DisclosureSEC source: 0001127602-20-002479 · form4.xml · nonDerivative · entry 3 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,114 F1 · balance_after: Includes 219 shares acquired under the Employee Stock Purchase Plan to date. Read SEC document |
| January 24, 2020 Filed Jan 28, 2020 15:59 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 7,648 | $71.45 | $546,449.60 |
DisclosureSEC source: 0001127602-20-002479 · form4.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,966 Read SEC document |
| January 24, 2020 Filed Jan 28, 2020 15:59 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionCommon Stock | 13,500 | $25.90 | $349,650.00 |
DisclosureSEC source: 0001127602-20-002479 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,614 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 |
| January 21, 2020 Filed Jan 23, 2020 21:45 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantStock Option (Right to Buy) · Derivative | 13,500 | $71.57 Strike: $71.57 | $966,195.00 |
DisclosureSEC source: 0001127602-20-002282 · form4.xml · derivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,500 Underlying: Common Stock · 13,500 shares Expires 2030-01-21 F1 · derivative.exercise_date: The nonqualified options vest in five annual installments of 2,700 shares on January 21 of each year, beginning on January 21, 2021 and will fully vest on January 21, 2025. Read SEC document |
| December 12, 2019 Filed Dec 13, 2019 18:09 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 481 | $74.20 | $35,690.20 |
DisclosureSEC source: 0001127602-19-034927 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,081 F1 · balance_after: Includes 186 shares acquired under the Employee Stock Purchase Plan to date. Read SEC document |
| December 05, 2019 Filed Dec 6, 2019 21:02 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 578 | $73.22 | $42,321.16 |
DisclosureSEC source: 0001127602-19-034445 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,562 F1 · balance_after: Includes 186 shares acquired under the Employee Stock Purchase Plan to date. Read SEC document |
| November 19, 2019 Filed Nov 20, 2019 21:28 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GiftCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-033379 · form4.xml · nonDerivative · entry 8 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,140 F1 · shares: Shares gifted to a Donor Advised Trust. F2 · balance_after: Includes 186 shares acquired under the Employee Stock Purchase Plan to date. Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 21:28 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantStock Option (Right to Buy) · Derivative | 54,000 | $70.50 Strike: $70.50 | $3,807,000.00 |
DisclosureSEC source: 0001127602-19-033379 · form4.xml · derivative · entry 13 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,000 Underlying: Common Stock · 54,000 shares Expires 2029-11-18 F5 · derivative.exercise_date: The nonqualified options vest in five annual installments of 10,800 shares on November 18 of each year, beginning on November 18, 2020 and will fully vest on November 18, 2024. Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 21:28 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionStock Option (Right to Buy) · Derivative | 40,500 | $0.00 Strike: $25.90 | $0.00 |
DisclosureSEC source: 0001127602-19-033379 · form4.xml · derivative · entry 12 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,500 Underlying: Common Stock · 40,500 shares Expires 2025-01-20 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 remaining 13,500 nonqualified options are not currently exercisable. The options vest in five annual installments of 13,500 shares annually on January 20 of each year, beginning on January 20, 2016 and fully vest on January 20, 2020. Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 21:28 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionStock Option (Right to Buy) · Derivative | 13,500 | $0.00 Strike: $23.80 | $0.00 |
DisclosureSEC source: 0001127602-19-033379 · form4.xml · derivative · entry 11 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,500 shares Expires 2024-10-28 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 nonqualified stock option is fully exercised. The options vested in five annual installments of 13,500 shares annually on October 28 of each year, beginning on October 28, 2015 and fully vested on October 28, 2019. Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 21:28 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 425 | $70.50 | $29,962.50 |
DisclosureSEC source: 0001127602-19-033379 · form4.xml · nonDerivative · entry 7 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,640 Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 21:28 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 2,712 | $70.50 | $191,196.00 |
DisclosureSEC source: 0001127602-19-033379 · form4.xml · nonDerivative · entry 6 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,065 Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 21:28 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 10,818 | $70.50 | $762,669.00 |
DisclosureSEC source: 0001127602-19-033379 · form4.xml · nonDerivative · entry 5 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,353 Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 21:28 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 26,921 | $70.50 | $1,897,930.50 |
DisclosureSEC source: 0001127602-19-033379 · form4.xml · nonDerivative · entry 4 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,171 Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 21:28 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionCommon Stock | 40,500 | $25.90 | $1,048,950.00 |
DisclosureSEC source: 0001127602-19-033379 · form4.xml · nonDerivative · entry 3 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,092 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 18, 2019 Filed Nov 20, 2019 21:28 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 8,761 | $70.50 | $617,650.50 |
DisclosureSEC source: 0001127602-19-033379 · form4.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,592 Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 21:28 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionCommon Stock | 13,500 | $23.80 | $321,300.00 |
DisclosureSEC source: 0001127602-19-033379 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,353 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 |
| September 13, 2019 Filed Sep 13, 2019 17:21 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 2,339 | $68.29 | $159,730.31 |
DisclosureSEC source: 0001127602-19-028312 · form4.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,823 F1 · balance_after: Includes 156 shares acquired under the Employee Stock Purchase Plan. Read SEC document |
| September 12, 2019 Filed Sep 13, 2019 17:21 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 2,661 | $68.02 | $181,001.22 |
DisclosureSEC source: 0001127602-19-028312 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,162 Read SEC document |
| May 17, 2019 Filed May 17, 2019 21:32 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionStock Option (Right to Buy) · Derivative | 13,500 | $0.00 Strike: $25.90 | $0.00 |
DisclosureSEC source: 0001127602-19-019039 · form4.xml · derivative · entry 8 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,000 Underlying: Common Stock · 13,500 shares Expires 2025-01-20 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 stock option is currently exercisable as to 54,000 shares. The options vest in five annual installments of 13,500 shares annually on January 20 of each year, beginning on January 20, 2016 and fully vesting on January 20, 2020. Read SEC document |
| May 17, 2019 Filed May 17, 2019 21:32 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionStock Option (Right to Buy) · Derivative | 54,000 | $0.00 Strike: $23.80 | $0.00 |
DisclosureSEC source: 0001127602-19-019039 · form4.xml · derivative · entry 7 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,500 Underlying: Common Stock · 54,000 shares Expires 2024-10-28 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 stock option is currently exercisable as to 54,000 shares. The options vest in five annual installments of 13,500 shares annually on October 28 of each year, beginning on October 28, 2015 and fully vesting on October 28, 2019. Read SEC document |
| May 17, 2019 Filed May 17, 2019 21:32 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 9,383 | $61.00 | $572,363.00 |
DisclosureSEC source: 0001127602-19-019039 · form4.xml · nonDerivative · entry 4 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,961 F1 · balance_after: Includes 119 shares acquired under the Employee Stock Purchase Plan. Read SEC document |
| May 17, 2019 Filed May 17, 2019 21:32 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionCommon Stock | 13,500 | $25.90 | $349,650.00 |
DisclosureSEC source: 0001127602-19-019039 · form4.xml · nonDerivative · entry 3 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,344 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 |
| May 17, 2019 Filed May 17, 2019 21:32 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 34,942 | $61.00 | $2,131,462.00 |
DisclosureSEC source: 0001127602-19-019039 · form4.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,844 Read SEC document |
| May 17, 2019 Filed May 17, 2019 21:32 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionCommon Stock | 54,000 | $23.80 | $1,285,200.00 |
DisclosureSEC source: 0001127602-19-019039 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,786 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.