Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Citizens Community Bancorp Inc.CZWI · Entity 6317 | Director | May 05, 2026 | May 05, 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.
Citizens Community Bancorp Inc.
Report date May 05, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 26,684 |
Reported balance
After 2026-05-05 transaction · row 1
1 source rowRow 1 · 2026-05-05 · Purchase · Acquired 1,000 · Balance 26,684 |
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 5, 2026 20:38 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 1,000 | $20.95 | $20,945.00 |
DisclosureSEC source: 0001736138-26-000002 · wk-form4_1778013527.xml · nonDerivative · entry 1 Olson Timothy L · CIK 0001736138 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,684 Read SEC document |
| August 04, 2025 Filed Aug 5, 2025 12:42 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 1,471 | $14.99 | $22,050.29 |
DisclosureSEC source: 0001367859-25-000072 · wk-form4_1754397719.xml · nonDerivative · entry 1 Olson Timothy L · CIK 0001736138 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,684 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $14.91 to $15.01, inclusive. The reporting person undertakes to provide the SEC staff, Citizens Community Bancorp, Inc., or any security holder of Citizens Community Bancorp, Inc., upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 06, 2024 Filed May 7, 2024 15:36 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 2,000 | $10.94 | $21,870.00 |
DisclosureSEC source: 0001367859-24-000062 · wk-form4_1715096204.xml · nonDerivative · entry 1 Olson Timothy L · CIK 0001736138 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,213 Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 21:03 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,893 | $11.88 | $22,488.84 |
DisclosureSEC source: 0001367859-24-000032 · wk-form4_1706562178.xml · nonDerivative · entry 1 Olson Timothy L · CIK 0001736138 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,213 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest December 31, 2024. Read SEC document |
| May 18, 2023 Filed May 19, 2023 20:03 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 2,000 | $8.10 | $16,199.80 |
DisclosureSEC source: 0001367859-23-000101 · wk-form4_1684526584.xml · nonDerivative · entry 1 Olson Timothy L · CIK 0001736138 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,320 Read SEC document |
| January 19, 2023 Filed Jan 23, 2023 21:20 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,699 | $12.36 | $20,999.64 |
DisclosureSEC source: 0001367859-23-000055 · wf-form4_167450879702916.xml · nonDerivative · entry 1 Olson Timothy L · CIK 0001736138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,320 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest December 31, 2023. Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 14:29 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,500 | $14.00 | $21,000.00 |
DisclosureSEC source: 0001367859-22-000042 · wf-form4_164363936135693.xml · nonDerivative · entry 1 Olson Timothy L · CIK 0001736138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,621 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest December 31, 2022. Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 16:55 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 1,000 | $11.21 | $11,210.00 |
DisclosureSEC source: 0001367859-21-000041 · wf-form4_161306249441754.xml · nonDerivative · entry 1 Olson Timothy L · CIK 0001736138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,121 Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 13:52 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,762 | $10.78 | $18,994.36 |
DisclosureSEC source: 0001367859-21-000025 · wf-form4_161218755811600.xml · nonDerivative · entry 1 Olson Timothy L · CIK 0001736138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,121 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest December 31, 2021. Read SEC document |
| September 02, 2020 Filed Sep 3, 2020 21:31 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 750 | $6.99 | $5,242.50 |
DisclosureSEC source: 0001367859-20-000173 · wf-form4_159916867375220.xml · nonDerivative · entry 1 Olson Timothy L · CIK 0001736138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,359 Read SEC document |
| September 01, 2020 Filed Sep 1, 2020 20:39 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 700 | $6.99 | $4,893.00 |
DisclosureSEC source: 0001367859-20-000167 · wf-form4_159899278070295.xml · nonDerivative · entry 1 Olson Timothy L · CIK 0001736138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,609 Read SEC document |
| May 12, 2020 Filed May 12, 2020 22:18 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 300 | $7.03 | $2,109.00 |
DisclosureSEC source: 0001367859-20-000118 · wf-form4_158932189821891.xml · nonDerivative · entry 1 Olson Timothy L · CIK 0001736138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,909 Read SEC document |
| May 07, 2020 Filed May 12, 2020 15:03 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 600 | $7.97 | $4,782.00 |
DisclosureSEC source: 0001367859-20-000115 · wf-form4_158929577355023.xml · nonDerivative · entry 1 Olson Timothy L · CIK 0001736138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,609 Read SEC document |
| May 06, 2020 Filed May 8, 2020 21:24 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 620 | $7.89 | $4,891.80 |
DisclosureSEC source: 0001367859-20-000109 · wf-form4_158897306715632.xml · nonDerivative · entry 1 Olson Timothy L · CIK 0001736138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,009 Read SEC document |
| May 05, 2020 Filed May 6, 2020 22:19 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 1,480 | $7.86 | $11,632.80 |
DisclosureSEC source: 0001367859-20-000100 · wf-form4_158880352724126.xml · nonDerivative · entry 1 Olson Timothy L · CIK 0001736138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,389 Read SEC document |
| January 23, 2020 Filed Jan 27, 2020 18:28 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,589 | $11.95 | $18,988.55 |
DisclosureSEC source: 0001367859-20-000024 · wf-form4_158014966980955.xml · nonDerivative · entry 1 Olson Timothy L · CIK 0001736138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,909 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest equally over three years on each of January 23, 2021, January 23, 2022 and January 23, 2023. Read SEC document |
| October 25, 2018 Filed Oct 29, 2018 12:38 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001367859-18-000132 · wf-form4_154081669276007.xml · nonDerivative · entry 1 Olson Timothy L · CIK 0001736138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,320 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest on December 31, 2019. Read SEC document |
| September 28, 2018 Filed Sep 28, 2018 22:56 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | ConversionSeries A Preferred Stock · Derivative | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0001367859-18-000112 · wf-form4_153817535876234.xml · derivative · entry 2 Olson Timothy L · CIK 0001736138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,850 shares Expires not disclosed 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_price: Each share of 8% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Stock was mandatorily converted into ten (10) shares of the Company's common stock three days following stockholder approval of the issuance of the underlying common stock and had no expiration date. F1 · derivative.exercise_date: Each share of 8% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Stock was mandatorily converted into ten (10) shares of the Company's common stock three days following stockholder approval of the issuance of the underlying common stock and had no expiration date. F1 · derivative.expiration_date: Each share of 8% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Stock was mandatorily converted into ten (10) shares of the Company's common stock three days following stockholder approval of the issuance of the underlying common stock and had no expiration date. Read SEC document |
| September 28, 2018 Filed Sep 28, 2018 22:56 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | ConversionCommon Stock, par value $0.01 per share | 3,850 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001367859-18-000112 · wf-form4_153817535876234.xml · nonDerivative · entry 1 Olson Timothy L · CIK 0001736138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,528 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 · price: Each share of 8% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Stock was mandatorily converted into ten (10) shares of the Company's common stock three days following stockholder approval of the issuance of the underlying common stock and had no expiration date. Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 21:40 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantSeries A Preferred Stock · Derivative | 385 | $130.00 | $50,050.00 |
DisclosureSEC source: 0001367859-18-000073 · wf-form4_152961724318214.xml · derivative · entry 2 Olson Timothy L · CIK 0001736138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385 Underlying: Common Stock · 3,850 shares Expires not disclosed F1 · derivative.exercise_price: Each share of 8.00% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Preferred Stock is mandatorily convertible into ten shares of the Company's common stock upon stockholder approval of the issuance of the underlying common stock and has no expiration date. F1 · derivative.exercise_date: Each share of 8.00% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Preferred Stock is mandatorily convertible into ten shares of the Company's common stock upon stockholder approval of the issuance of the underlying common stock and has no expiration date. F1 · derivative.expiration_date: Each share of 8.00% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Preferred Stock is mandatorily convertible into ten shares of the Company's common stock upon stockholder approval of the issuance of the underlying common stock and has no expiration date. Read SEC document |
| April 27, 2018 Filed May 1, 2018 18:21 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 678 | $0.00 | $0.00 |
DisclosureSEC source: 0001367859-18-000051 · wf-form4_152519884968374.xml · nonDerivative · entry 1 Olson Timothy L · CIK 0001736138 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 678 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest on September 30, 2018. 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.