Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST BUSINESS FINANCIAL SERVICES, INC.FBIZ · Entity 5359 | Chief Information Officer | April 10, 2026 | April 14, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
FIRST BUSINESS FINANCIAL SERVICES, INC.
Report date April 10, 2026 · Filed April 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,668 |
Ending reported balance
After 2026-04-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-10 · Grant · Acquired 2,430 · Balance 11,811 F1: Issuance of Common Stock upon vesting of Performance Restricted Stock Unit awards for the performance period 2023-2025. Row 2 · 2026-04-10 · Tax withholding · Disposed 1,143 · Balance 10,668 |
Filing footnotes · ownership attribution and instrument terms
F1: Issuance of Common Stock upon vesting of Performance Restricted Stock Unit awards for the performance period 2023-2025.
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 |
|---|---|---|---|---|---|---|
| April 10, 2026 Filed Apr 14, 2026 20:24 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 1,143 | $58.60 | $66,979.80 |
DisclosureSEC source: 0000892712-26-000214 · form4.xml · nonDerivative · entry 2 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,668 Read SEC document |
| April 10, 2026 Filed Apr 14, 2026 20:24 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 2,430 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-26-000214 · form4.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,811 F1 · shares: Issuance of Common Stock upon vesting of Performance Restricted Stock Unit awards for the performance period 2023-2025. Read SEC document |
| February 16, 2026 Filed Feb 18, 2026 21:24 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 406 | $58.36 | $23,694.16 |
DisclosureSEC source: 0000892712-26-000126 · form4.xml · nonDerivative · entry 2 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,381 Read SEC document |
| February 16, 2026 Filed Feb 18, 2026 21:24 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 595 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-26-000126 · form4.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,787 Read SEC document |
| April 11, 2025 Filed Apr 15, 2025 20:50 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 1,165 | $45.04 | $52,471.60 |
DisclosureSEC source: 0001062993-25-007525 · form4.xml · nonDerivative · entry 2 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,192 Read SEC document |
| April 11, 2025 Filed Apr 15, 2025 20:50 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 2,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-007525 · form4.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,357 F1 · shares: Issuance of Common Stock upon vesting of Performance Restricted Stock Unit awards for the performance period 2022-2024. Read SEC document |
| February 16, 2025 Filed Feb 19, 2025 22:02 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 456 | $52.76 | $24,058.56 |
DisclosureSEC source: 0001062993-25-002872 · form4.xml · nonDerivative · entry 2 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,877 Read SEC document |
| February 16, 2025 Filed Feb 19, 2025 22:02 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 615 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-002872 · form4.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,333 Read SEC document |
| February 07, 2025 Filed Feb 10, 2025 21:46 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 4,828 | $54.55 | $263,367.40 |
DisclosureSEC source: 0001062993-25-001971 · form4.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,718 Read SEC document |
| August 23, 2024 Filed Aug 23, 2024 20:11 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 1,130 | $42.38 | $47,889.40 |
DisclosureSEC source: 0001062993-24-015603 · form4.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,546 Read SEC document |
| April 19, 2024 Filed Apr 23, 2024 20:45 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 1,758 | $34.30 | $60,299.40 |
DisclosureSEC source: 0001062993-24-008713 · form4.xml · nonDerivative · entry 2 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,676 Read SEC document |
| April 19, 2024 Filed Apr 23, 2024 20:45 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-008713 · form4.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,434 F1 · shares: Issuance of Common Stock upon vesting of Performance Restricted Stock Unit awards for the performance period 2021-2023. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 21:25 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 542 | $36.06 | $19,544.52 |
DisclosureSEC source: 0001062993-24-003905 · form4.xml · nonDerivative · entry 2 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,684 Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 21:25 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 840 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-003905 · form4.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,226 Read SEC document |
| April 17, 2023 Filed Apr 19, 2023 20:44 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 926 | $29.13 | $26,974.38 |
DisclosureSEC source: 0001062993-23-009344 · form4.xml · nonDerivative · entry 2 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,386 Read SEC document |
| April 17, 2023 Filed Apr 19, 2023 20:44 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 2,890 | $29.13 | $84,185.70 |
DisclosureSEC source: 0001062993-23-009344 · form4.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,312 F1 · shares: Issuance of Common Stock upon vesting of Performance Restricted Stock Unit awards for the performance period 2020-2022. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:31 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 394 | $36.42 | $14,349.48 |
DisclosureSEC source: 0001062993-23-004248 · form4.xml · nonDerivative · entry 2 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,422 Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 21:31 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 865 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-004248 · form4.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,816 Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 20:02 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 81 | $36.41 | $2,949.21 |
DisclosureSEC source: 0001062993-22-018364 · form4.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,951 Read SEC document |
| April 18, 2022 Filed Apr 20, 2022 20:17 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 1,072 | $33.00 | $35,376.00 |
DisclosureSEC source: 0001062993-22-010518 · form4.xml · nonDerivative · entry 2 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,032 Read SEC document |
| April 18, 2022 Filed Apr 20, 2022 20:17 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 3,450 | $33.00 | $113,850.00 |
DisclosureSEC source: 0001062993-22-010518 · form4.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,104 F1 · shares: Issuance of Common Stock upon vesting of Performance Restricted Stock Unit awards for the performance period 2019-2021. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:31 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 437 | $33.60 | $14,683.20 |
DisclosureSEC source: 0001062993-22-004961 · form4.xml · nonDerivative · entry 2 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,654 Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:31 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 885 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-004961 · form4.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,091 Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:32 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 256 | $28.65 | $7,334.40 |
DisclosureSEC source: 0000892712-21-000289 · edgar.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,336 Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:28 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 276 | $21.68 | $5,983.68 |
DisclosureSEC source: 0000892712-21-000085 · edgar.xml · nonDerivative · entry 2 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,592 Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 21:28 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 1,340 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-21-000085 · edgar.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,868 Read SEC document |
| August 16, 2020 Filed Aug 18, 2020 20:26 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 415 | $18.89 | $7,839.35 |
DisclosureSEC source: 0000892712-20-000296 · edgar.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,528 Read SEC document |
| February 16, 2020 Filed Feb 19, 2020 21:32 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 150 | $25.82 | $3,873.00 |
DisclosureSEC source: 0000892712-20-000103 · edgar.xml · nonDerivative · entry 2 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,943 Read SEC document |
| February 16, 2020 Filed Feb 19, 2020 21:32 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 1,165 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-20-000103 · edgar.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,093 Read SEC document |
| February 16, 2020 Filed Nov 24, 2021 21:43 UTC Amendment | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 150 | $25.82 | $3,873.00 |
DisclosureSEC source: 0001062993-21-011631 · form4a.xml · nonDerivative · entry 2 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,813 Read SEC document |
| February 16, 2020 Filed Nov 24, 2021 21:43 UTC Amendment | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 1,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-011631 · form4a.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,963 F1 · shares: Shares were initially overreported. Read SEC document |
| August 16, 2019 Filed Aug 20, 2019 21:02 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 575 | $23.82 | $13,696.50 |
DisclosureSEC source: 0000892712-19-000315 · edgar.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,928 Read SEC document |
| February 16, 2019 Filed Feb 20, 2019 21:30 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 1,230 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-19-000078 · edgar.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,503 Read SEC document |
| August 24, 2018 Filed Aug 27, 2018 20:20 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 1,379 | $21.86 | $30,144.94 |
DisclosureSEC source: 0000892712-18-000387 · edgar.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,273 Read SEC document |
| August 16, 2018 Filed Aug 20, 2018 20:55 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 741 | $22.29 | $16,516.89 |
DisclosureSEC source: 0000892712-18-000381 · edgar.xml · nonDerivative · entry 2 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,652 Read SEC document |
| August 16, 2018 Filed Aug 20, 2018 20:55 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 1,030 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-18-000381 · edgar.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,393 Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 21:14 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 1,077 | $24.18 | $26,041.86 |
DisclosureSEC source: 0000892712-18-000059 · edgar.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,363 Read SEC document |
| August 16, 2017 Filed Aug 17, 2017 20:32 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 2,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-17-000634 · edgar.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,958 Read SEC document |
| August 16, 2017 Filed Nov 15, 2017 22:19 UTC Amendment | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | Tax withholdingCommon Stock | 518 | $21.35 | $11,059.30 |
DisclosureSEC source: 0000892712-17-000765 · edgar.xml · nonDerivative · entry 2 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,440 F1 · balance_after: Amended to reflect the withholding of shares to satisfy tax withholding obligations and correct the resulting balance. Read SEC document |
| August 16, 2017 Filed Nov 15, 2017 22:19 UTC Amendment | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 2,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-17-000765 · edgar.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,958 Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 21:17 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | SaleCommon Stock | 1,000 | $25.49 | $25,490.00 |
DisclosureSEC source: 0000892712-17-000169 · edgar.xml · nonDerivative · entry 1 Ovokaitys Daniel · CIK 0001610697 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,708 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.