Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Citizens Community Bancorp Inc.CZWI · Entity 6317 | Vice President/Controller | January 23, 2026 | January 26, 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 January 23, 2026 · Filed January 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 6,954 |
Reported balance
After 2026-01-23 transaction · row 1
1 source rowRow 1 · 2026-01-23 · Exercise / conversion · Acquired 2,000 · Balance 6,954 |
| Common Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.62 · Expires 2026-06-14 | Direct | 0 |
Reported balance
After 2026-01-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-23 · Exercise / conversion · Disposed 2,000 · Balance 0 F2: The common stock option awarded under the Company's 2008 Equity Incentive Plan vests as follows: 20% of the shares vest on each of June 14, 2017, June 14, 2018, June 14, 2019, June 14, 2020 and June 14, 2021. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy 401(k) Plan | 12,841 |
Reported balance
Holding disclosure · report date 2026-01-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,841 F1: Represents shares held under the Citizens Community Federal 401(k) Profit Sharing Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares held under the Citizens Community Federal 401(k) Profit Sharing Plan.
F2: The common stock option awarded under the Company's 2008 Equity Incentive Plan vests as follows: 20% of the shares vest on each of June 14, 2017, June 14, 2018, June 14, 2019, June 14, 2020 and June 14, 2021.
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 |
|---|---|---|---|---|---|---|
| January 23, 2026 Filed Jan 26, 2026 08:50 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | Exercise / conversionCommon Stock Option (right to buy) · Derivative | 2,000 | $9.62 Strike: $9.62 | $19,240.00 |
DisclosureSEC source: 0001279169-26-000004 · wk-form4_1769435424.xml · derivative · entry 3 JOHNSON REBECCA · CIK 0001279169 · Vice President/Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2026-06-14 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 common stock option awarded under the Company's 2008 Equity Incentive Plan vests as follows: 20% of the shares vest on each of June 14, 2017, June 14, 2018, June 14, 2019, June 14, 2020 and June 14, 2021. Read SEC document |
| January 23, 2026 Filed Jan 26, 2026 08:50 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | Exercise / conversionCommon Stock, par value $0.01 per share | 2,000 | $9.62 | $19,240.00 |
DisclosureSEC source: 0001279169-26-000004 · wk-form4_1769435424.xml · nonDerivative · entry 1 JOHNSON REBECCA · CIK 0001279169 · Vice President/Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,954 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 19, 2025 Filed Jan 22, 2025 16:40 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | Tax withholdingCommon Stock, par value $0.01 per share | 175 | $16.06 | $2,810.50 |
DisclosureSEC source: 0001367859-25-000004 · wk-form4_1737582051.xml · nonDerivative · entry 1 JOHNSON REBECCA · CIK 0001279169 · Vice President/Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,954 F1 · shares: The reporting person surrendered a total of 175 shares of the Company's common stock to satisfy the withholding taxes due upon the vesting of certain previously awarded shares of restricted stock issued under the Company's 2018 Equity Incentive Plan. Read SEC document |
| January 28, 2024 Filed Jan 29, 2024 16:05 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | Tax withholdingCommon Stock, par value $0.01 per share | 116 | $12.17 | $1,411.72 |
DisclosureSEC source: 0001367859-24-000034 · wk-form4_1706562336.xml · nonDerivative · entry 1 JOHNSON REBECCA · CIK 0001279169 · Vice President/Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,129 F1 · shares: The reporting person surrendered a total of 116 shares of the Company's common stock to satisfy the withholding taxes due upon the vesting of certain previously awarded shares of restricted stock issued under the Company's 2018 Equity Incentive Plan. Read SEC document |
| January 19, 2024 Filed Jan 23, 2024 16:00 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | Tax withholdingCommon Stock, par value $0.01 per share | 174 | $11.49 | $1,999.26 |
DisclosureSEC source: 0001367859-24-000003 · wk-form4_1706043611.xml · nonDerivative · entry 1 JOHNSON REBECCA · CIK 0001279169 · Vice President/Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,245 F1 · shares: The reporting person surrendered a total of 174 shares of the Company's common stock to satisfy the withholding taxes due upon the vesting of certain previously awarded shares of restricted stock issued under the Company's 2018 Equity Incentive Plan. Read SEC document |
| January 28, 2023 Filed Jan 31, 2023 09:28 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | Tax withholdingCommon Stock, par value $0.01 per share | 116 | $12.65 | $1,467.40 |
DisclosureSEC source: 0001367859-23-000071 · wf-form4_167517530353779.xml · nonDerivative · entry 1 JOHNSON REBECCA · CIK 0001279169 · Vice President/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,419 F1 · shares: The reporting person surrendered a total of 116 shares of the Company's common stock to satisfy the withholding taxes due upon the vesting of certain previously awarded shares of restricted stock issued under the Company's 2018 Equity Incentive Plan. Read SEC document |
| January 19, 2023 Filed Jan 23, 2023 16:18 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,000 | $12.36 | $12,360.00 |
DisclosureSEC source: 0001367859-23-000050 · wf-form4_167450870485486.xml · nonDerivative · entry 1 JOHNSON REBECCA · CIK 0001279169 · Vice President/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,535 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest equally over two years on each of January 19, 2024 and January 19, 2025. Read SEC document |
| January 28, 2022 Filed Jan 31, 2022 16:10 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | Tax withholdingCommon Stock, par value $0.01 per share | 84 | $13.91 | $1,168.02 |
DisclosureSEC source: 0001367859-22-000053 · wf-form4_164366340434717.xml · nonDerivative · entry 1 JOHNSON REBECCA · CIK 0001279169 · Vice President/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,535 F1 · shares: The reporting person surrendered a total of 84 shares of the Company's common stock to satisfy the withholding taxes due upon the vesting of certain previously awarded shares of restricted stock issued under the Company's 2018 Equity Incentive Plan. Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 08:52 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,000 | $10.78 | $10,780.00 |
DisclosureSEC source: 0001367859-21-000023 · wf-form4_161218752295139.xml · nonDerivative · entry 1 JOHNSON REBECCA · CIK 0001279169 · Vice President/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,619 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 28, 2022, January 28, 2023 and January 28, 2024. Read SEC document |
| January 17, 2020 Filed Jan 21, 2020 12:45 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | Tax withholdingCommon Stock, par value $0.01 per share | 49 | $11.90 | $583.10 |
DisclosureSEC source: 0001367859-20-000004 · wf-form4_157962869454011.xml · nonDerivative · entry 1 JOHNSON REBECCA · CIK 0001279169 · Vice President/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,619 F1 · shares: The reporting person surrendered a total of 49 shares of the Company's common stock to satisfy the withholding taxes due upon the vesting of certain previously awarded shares of restricted stock issued under the Company's 2008 Equity Incentive Plan. Read SEC document |
| January 17, 2019 Filed Jan 22, 2019 08:03 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | Tax withholdingCommon Stock, par value $0.01 per share | 78 | $11.32 | $882.96 |
DisclosureSEC source: 0001367859-19-000008 · wf-form4_154816218452703.xml · nonDerivative · entry 1 JOHNSON REBECCA · CIK 0001279169 · Vice President/Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,668 F1 · shares: The reporting person surrendered a total of 78 shares of the Company's common stock to satisfy the withholding taxes due upon the vesting of certain previously awarded shares of restricted stock issued under the Company's 2008 Equity Incentive Plan. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 16:06 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 646 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004543 · doc4.xml · nonDerivative · entry 1 JOHNSON REBECCA · CIK 0001279169 · Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,746 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2008 Equity Incentive Plan, which shares vest equally over three years on each of January 17, 2019, January 17, 2020 and January 17, 2021. 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.