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 17, 2019 Filed May 20, 2019 20:15 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 23,175 | $61.00 | $1,413,675.00 |
DisclosureSEC source: 0001127602-19-019139 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,786 F1 · balance_after: Includes 119 shares acquired under the Employee Stock Purchase Plan. Read SEC document |
| December 12, 2018 Filed Dec 13, 2018 21:28 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 313 | $51.55 | $16,135.15 |
DisclosureSEC source: 0001127602-18-036209 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,705 Read SEC document |
| December 05, 2018 Filed Dec 7, 2018 18:57 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 377 | $50.39 | $18,997.03 |
DisclosureSEC source: 0001127602-18-035552 · form4.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,018 F1 · balance_after: Includes 38 shares acquired under the Employee Stock Purchase Plan on October 12, 2018. Read SEC document |
| December 05, 2018 Filed Dec 7, 2018 18:57 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 3,684 | $50.39 | $185,636.76 |
DisclosureSEC source: 0001127602-18-035552 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,395 F1 · balance_after: Includes 38 shares acquired under the Employee Stock Purchase Plan on October 12, 2018. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 15:29 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 320 | $53.36 | $17,075.20 |
DisclosureSEC source: 0001127602-18-033273 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,711 F1 · balance_after: Includes 38 shares acquired under the Employee Stock Purchase Plan on October 12, 2018. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 22:30 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 3,066 | $57.75 | $177,061.50 |
DisclosureSEC source: 0001127602-17-034710 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,993 Read SEC document |
| November 15, 2017 Filed Nov 16, 2017 19:53 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 517 | $57.58 | $29,768.86 |
DisclosureSEC source: 0001127602-17-032372 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,927 Read SEC document |
| November 01, 2017 Filed Nov 2, 2017 20:50 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantStock Option (Right to Buy) · Derivative | 67,500 | $0.00 Strike: $56.43 | $0.00 |
DisclosureSEC source: 0001127602-17-031007 · form4.xml · derivative · entry 7 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,500 Underlying: Common Stock · 67,500 shares Expires 2027-11-01 F2 · derivative.exercise_date: The nonqualified options vest in five annual installments of 13,500 shares on November 1 of each year, beginning on November 1, 2018 and fully vest on November 1, 2022. Read SEC document |
| November 01, 2017 Filed Nov 2, 2017 20:50 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionStock Option (Right to Buy) · Derivative | 64,500 | $0.00 Strike: $16.50 | $0.00 |
DisclosureSEC source: 0001127602-17-031007 · 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 · 64,500 shares Expires 2022-04-10 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. F1 · derivative.exercise_date: The 64,500 nonqualified options exercised were a grant of 64,500 nonqualified options that vested in five annual installments of 12,900 shares on April 10 of each year, beginning on April 10, 2013 and fully vested on April 10, 2017. Read SEC document |
| November 01, 2017 Filed Nov 2, 2017 20:50 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 24,239 | $56.43 | $1,367,806.77 |
DisclosureSEC source: 0001127602-17-031007 · form4.xml · nonDerivative · entry 3 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,444 Read SEC document |
| November 01, 2017 Filed Nov 2, 2017 20:50 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 40,261 | $56.43 | $2,271,928.23 |
DisclosureSEC source: 0001127602-17-031007 · form4.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,683 Read SEC document |
| November 01, 2017 Filed Nov 2, 2017 20:50 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionCommon Stock | 64,500 | $16.50 | $1,064,250.00 |
DisclosureSEC source: 0001127602-17-031007 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,944 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 16, 2017 Filed May 18, 2017 20:45 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantStock Option (Right to Buy) · Derivative | 225,000 | $48.85 Strike: $48.85 | $10,991,250.00 |
DisclosureSEC source: 0001127602-17-018678 · form4.xml · derivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,000 Underlying: Common Stock · 225,000 shares Expires 2027-05-16 F1 · derivative.exercise_date: The nonqualified options vest in five annual installments of 45,000 shares annually on May 16 of each year, beginning on May 16, 2018 and fully vest on May 16, 2022 Read SEC document |
| May 03, 2017 Filed May 3, 2017 19:02 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 1,431 | $51.00 | $72,981.00 |
DisclosureSEC source: 0001127602-17-016565 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,444 Read SEC document |
| April 10, 2017 Filed Apr 12, 2017 20:16 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 1,368 | $47.75 | $65,322.00 |
DisclosureSEC source: 0001127602-17-014669 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,875 Read SEC document |
| January 19, 2017 Filed Jan 23, 2017 21:19 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 478 | $47.90 | $22,896.20 |
DisclosureSEC source: 0001127602-17-002227 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,243 Read SEC document |
| December 14, 2016 Filed Dec 16, 2016 15:36 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 5,131 | $43.88 | $225,148.28 |
DisclosureSEC source: 0001127602-16-070195 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,721 Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 18:40 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 1 | $44.26 | $44.26 |
DisclosureSEC source: 0001127602-16-070094 · form4.xml · nonDerivative · entry 10 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,852 Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 18:40 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 103 | $44.14 | $4,546.42 |
DisclosureSEC source: 0001127602-16-070094 · form4.xml · nonDerivative · entry 9 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,853 Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 18:40 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 200 | $44.12 | $8,824.00 |
DisclosureSEC source: 0001127602-16-070094 · form4.xml · nonDerivative · entry 8 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,956 Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 18:40 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 305 | $44.10 | $13,450.50 |
DisclosureSEC source: 0001127602-16-070094 · form4.xml · nonDerivative · entry 7 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,156 Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 18:40 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 1 | $43.74 | $43.74 |
DisclosureSEC source: 0001127602-16-070094 · form4.xml · nonDerivative · entry 6 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,461 Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 18:40 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 2,910 | $43.70 | $127,167.00 |
DisclosureSEC source: 0001127602-16-070094 · form4.xml · nonDerivative · entry 5 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,462 Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 18:40 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 100 | $43.75 | $4,375.00 |
DisclosureSEC source: 0001127602-16-070094 · form4.xml · nonDerivative · entry 4 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,372 Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 18:40 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 380 | $43.77 | $16,632.60 |
DisclosureSEC source: 0001127602-16-070094 · form4.xml · nonDerivative · entry 3 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,472 Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 18:40 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 900 | $43.76 | $39,384.00 |
DisclosureSEC source: 0001127602-16-070094 · form4.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,852 Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 18:40 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 100 | $43.88 | $4,388.00 |
DisclosureSEC source: 0001127602-16-070094 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,752 Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 22:24 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 100 | $44.08 | $4,408.00 |
DisclosureSEC source: 0001127602-16-070027 · form4.xml · nonDerivative · entry 3 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,852 Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 22:24 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 3,071 | $44.05 | $135,277.55 |
DisclosureSEC source: 0001127602-16-070027 · form4.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,952 Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 22:24 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 1,829 | $44.15 | $80,750.35 |
DisclosureSEC source: 0001127602-16-070027 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,023 Read SEC document |
| December 08, 2016 Filed Dec 9, 2016 21:30 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 9,131 | $44.00 | $401,764.00 |
DisclosureSEC source: 0001127602-16-069590 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,852 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 22:03 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 365 | $43.13 | $15,742.45 |
DisclosureSEC source: 0001127602-16-067612 · form4.xml · nonDerivative · entry 2 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,983 Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 22:03 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 3,132 | $43.13 | $135,083.16 |
DisclosureSEC source: 0001127602-16-067612 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,348 Read SEC document |
| October 28, 2016 Filed Nov 1, 2016 19:39 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 980 | $38.76 | $37,984.80 |
DisclosureSEC source: 0001127602-16-065638 · form4.xml · nonDerivative · entry 1 DANIELS MICHAEL E · CIK 0001243706 · Director · EVP and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,216 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.