Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIRST BUSINESS FINANCIAL SERVICES, INC.FBIZ · Entity 5359 | Director | July 30, 2025 | August 01, 2025 |
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 July 30, 2025 · Filed August 01, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,756.258 |
Reported balance
After 2025-07-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-07-30 · Purchase · Acquired 10,000 · Balance 29,756.258 F1: Includes 3,300 shares held by reporting person's IRA and 22,911.258 shares held by the Ralph Kauten Revocable Trust. |
| Common StockSEC Table I · non-derivative | IndirectBy Reporting Person's Family LLC | 12,687 |
Reported balance
Holding disclosure · report date 2025-07-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,687 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 3,300 shares held by reporting person's IRA and 22,911.258 shares held by the Ralph Kauten Revocable 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 |
|---|---|---|---|---|---|---|
| July 30, 2025 Filed Aug 1, 2025 16:21 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | PurchaseCommon Stock | 10,000 | $47.80 | $478,000.00 |
DisclosureSEC source: 0001062993-25-013444 · form4.xml · nonDerivative · entry 1 Kauten Ralph R. · CIK 0001761052 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,756.258 F1 · balance_after: Includes 3,300 shares held by reporting person's IRA and 22,911.258 shares held by the Ralph Kauten Revocable Trust. Read SEC document |
| May 16, 2025 Filed May 20, 2025 16:29 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-009880 · form4.xml · nonDerivative · entry 1 Kauten Ralph R. · CIK 0001761052 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,756.258 F1 · balance_after: Includes 3,300 shares held by reporting person's IRA. Read SEC document |
| May 16, 2024 Filed May 20, 2024 16:22 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 655 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010797 · form4.xml · nonDerivative · entry 1 Kauten Ralph R. · CIK 0001761052 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,136.258 F1 · balance_after: Includes 3,300 shares held by reporting person's IRA. Read SEC document |
| May 16, 2023 Filed May 18, 2023 16:09 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 830 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011583 · form4.xml · nonDerivative · entry 1 Kauten Ralph R. · CIK 0001761052 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,481.258 F1 · balance_after: Includes 3,300 shares held by reporting person's IRA. Read SEC document |
| August 16, 2022 Filed Aug 17, 2022 16:04 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 375 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-018216 · form4.xml · nonDerivative · entry 1 Kauten Ralph R. · CIK 0001761052 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,651.258 F1 · balance_after: Includes 3,300 shares held by reporting person's IRA. Read SEC document |
| May 16, 2022 Filed May 17, 2022 16:16 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012737 · form4.xml · nonDerivative · entry 1 Kauten Ralph R. · CIK 0001761052 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,276.258 F1 · balance_after: Includes 3,300 shares held by reporting person's IRA. Read SEC document |
| May 16, 2021 Filed May 18, 2021 16:45 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-21-000228 · edgar.xml · nonDerivative · entry 1 Kauten Ralph R. · CIK 0001761052 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,986.258 F1 · balance_after: Includes 3,300 shares held by reporting person's IRA. Read SEC document |
| August 04, 2020 Filed Aug 5, 2020 16:12 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | PurchaseCommon Stock | 3,300 | $14.80 | $48,840.00 |
DisclosureSEC source: 0000892712-20-000281 · edgar.xml · nonDerivative · entry 1 Kauten Ralph R. · CIK 0001761052 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,601.258 F1 · balance_after: Includes 3,300 shares held by reporting person's IRA. Read SEC document |
| May 18, 2020 Filed May 20, 2020 16:35 UTC | FIRST BUSINESS FINANCIAL SERVICES, INC. FBIZ · Entity 5359 | GrantCommon Stock | 390 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-20-000207 · edgar.xml · nonDerivative · entry 1 Kauten Ralph R. · CIK 0001761052 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,301.258 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.