Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| County Bancorp, Inc.ICBK · Entity 132784 | Director | December 03, 2021 | December 06, 2021 |
| NICOLET BANKSHARES INCNIC · Entity 4136 | Director | May 20, 2025 | May 21, 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.
County Bancorp, Inc.
Report date December 03, 2021 · Filed December 06, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-12-03 transaction · row 1
1 source rowRow 1 · 2021-12-03 · Disposition to issuer · Disposed 19,106 · Balance 0 F1: Each share of the issuer's common stock was disposed of pursuant to the Agreement and Plan of Merger between the issuer and Nicolet Bankshares, Inc. ("Nicolet") in exchange for either 0.48 shares of Nicolet common stock or $37.18 in cash. Each share of Nicolet common stock had a closing market value of $74.19 per share on the effective date of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of the issuer's common stock was disposed of pursuant to the Agreement and Plan of Merger between the issuer and Nicolet Bankshares, Inc. ("Nicolet") in exchange for either 0.48 shares of Nicolet common stock or $37.18 in cash. Each share of Nicolet common stock had a closing market value of $74.19 per share on the effective date of the merger.
NICOLET BANKSHARES INC
Report date May 20, 2025 · Filed May 21, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,303.876 |
Reported balance
After 2025-05-20 transaction · row 1
1 source rowRow 1 · 2025-05-20 · Grant · Acquired 404 · Balance 12,303.876 F1: The Company paid Mr. Davis the Board annual retainer, granted as a restricted stock award with an immediate full vest of 404 shares, as of May 20, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The Company paid Mr. Davis the Board annual retainer, granted as a restricted stock award with an immediate full vest of 404 shares, as of May 20, 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 |
|---|---|---|---|---|---|---|
| May 20, 2025 Filed May 21, 2025 21:25 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GrantCommon Stock | 404 | $123.48 | $49,885.92 |
DisclosureSEC source: 0001127602-25-015226 · form4.xml · nonDerivative · entry 1 DAVIS LYNN DALE · CIK 0001630336 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,303.876 F1 · shares: The Company paid Mr. Davis the Board annual retainer, granted as a restricted stock award with an immediate full vest of 404 shares, as of May 20, 2025. Read SEC document |
| May 28, 2024 Filed May 30, 2024 20:15 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GrantCommon Stock | 626 | $79.83 | $49,973.58 |
DisclosureSEC source: 0001127602-24-016966 · form4.xml · nonDerivative · entry 5 DAVIS LYNN DALE · CIK 0001630336 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,899.876 F3 · shares: The Company paid Mr. Davis the Board annual retainer, granted as a restricted stock award with an immediate full vest of 626 shares, as of May 28, 2024. Read SEC document |
| March 15, 2024 Filed May 30, 2024 20:15 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | OtherCommon Stock | 9.566 | $81.93 | $783.74 |
DisclosureSEC source: 0001127602-24-016966 · form4.xml · nonDerivative · entry 4 DAVIS LYNN DALE · CIK 0001630336 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,273.876 F2 · shares: Acquired through dividend reinvestment. Read SEC document |
| December 15, 2023 Filed May 30, 2024 20:15 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | PurchaseCommon Stock | 10.092 | $79.66 | $803.93 |
DisclosureSEC source: 0001127602-24-016966 · form4.xml · nonDerivative · entry 3 DAVIS LYNN DALE · CIK 0001630336 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,264.31 F1 · shares: Acquired through dividend reinvestment. Read SEC document |
| September 15, 2023 Filed May 30, 2024 20:15 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | PurchaseCommon Stock | 10.795 | $71.75 | $774.54 |
DisclosureSEC source: 0001127602-24-016966 · form4.xml · nonDerivative · entry 2 DAVIS LYNN DALE · CIK 0001630336 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,254.218 F1 · shares: Acquired through dividend reinvestment. Read SEC document |
| June 15, 2023 Filed May 30, 2024 20:15 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | PurchaseCommon Stock | 7.423 | $75.31 | $559.00 |
DisclosureSEC source: 0001127602-24-016966 · form4.xml · nonDerivative · entry 1 DAVIS LYNN DALE · CIK 0001630336 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,243.423 F1 · shares: Acquired through dividend reinvestment. Read SEC document |
| May 16, 2023 Filed May 18, 2023 18:46 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GrantCommon Stock | 898 | $55.65 | $49,973.70 |
DisclosureSEC source: 0001127602-23-016083 · form4.xml · nonDerivative · entry 1 DAVIS LYNN DALE · CIK 0001630336 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,236 F1 · shares: The Company paid Mr. Davis the Board annual retainer, granted as a restricted stock award with an immediate full vest of 898 shares, as of May 16, 2023. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 14:24 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | PurchaseCommon Stock | 240 | $84.69 | $20,324.40 |
DisclosureSEC source: 0001127602-22-021149 · form4.xml · nonDerivative · entry 1 DAVIS LYNN DALE · CIK 0001630336 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,338 Read SEC document |
| May 17, 2022 Filed May 19, 2022 17:42 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 648 | $77.06 | $49,934.88 |
DisclosureSEC source: 0001127602-22-015076 · form4.xml · nonDerivative · entry 1 DAVIS LYNN DALE · CIK 0001630336 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,098 F1 · shares: The Company paid Mr. Davis the Board annual retainer, granted as a restricted stock award with an immediate full vest of 648 shares, as of May 17, 2022. Read SEC document |
| December 03, 2021 Filed Dec 6, 2021 13:04 UTC | County Bancorp, Inc. ICBK · Entity 132784 | Disposition to issuerCOMMON STOCK | 19,106 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-068067 · doc4.xml · nonDerivative · entry 1 DAVIS LYNN DALE · CIK 0001630336 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Each share of the issuer's common stock was disposed of pursuant to the Agreement and Plan of Merger between the issuer and Nicolet Bankshares, Inc. ("Nicolet") in exchange for either 0.48 shares of Nicolet common stock or $37.18 in cash. Each share of Nicolet common stock had a closing market value of $74.19 per share on the effective date of the merger. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 19:38 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 280 | $74.19 | $20,773.20 |
DisclosureSEC source: 0001127602-21-030446 · form4.xml · nonDerivative · entry 2 DAVIS LYNN DALE · CIK 0001630336 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,450 F2 · shares: Upon Mr. Davis' appointment to Nicolet Bankshares, Inc. Board of Directors, effective December 3, 2021, the Company paid Mr. Davis the Board annual retainer, granted as a restricted stock award with an immediate full vest of 280 shares, as of December 3, 2021. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 19:38 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 9,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-030446 · form4.xml · nonDerivative · entry 1 DAVIS LYNN DALE · CIK 0001630336 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,170 F1 · price: Acquired in connection with the County Bancorp, Inc. and Nicolet Bankshares, Inc. merger, effective December 3, 2021. Read SEC document |
| May 18, 2021 Filed May 20, 2021 14:07 UTC | County Bancorp, Inc. ICBK · Entity 132784 | GrantCOMMON STOCK | 411 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-034342 · doc4.xml · nonDerivative · entry 1 DAVIS LYNN DALE · CIK 0001630336 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,106 F1 · price: Restricted stock unit granted under the 2021 Long-Term Incentive Compensation Plan (the "Plan") Read SEC document |
| June 16, 2020 Filed Jun 18, 2020 09:11 UTC | County Bancorp, Inc. ICBK · Entity 132784 | GrantCOMMON STOCK | 468 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-037493 · doc4.xml · nonDerivative · entry 1 DAVIS LYNN DALE · CIK 0001630336 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,695 F1 · price: Restricted stock unit granted under the 2016 Equity Incentive Compensation Plan (the "Plan") Read SEC document |
| May 21, 2019 Filed May 23, 2019 08:45 UTC | County Bancorp, Inc. ICBK · Entity 132784 | GrantCOMMON STOCK | 564 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-032199 · doc4.xml · nonDerivative · entry 1 DAVIS LYNN DALE · CIK 0001630336 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,227 F1 · price: Restricted stock unit granted under the 2016 Equity Incentive Compensation Plan (the "Plan") Read SEC document |
| May 15, 2018 Filed May 16, 2018 12:21 UTC | County Bancorp, Inc. ICBK · Entity 132784 | GrantCOMMON STOCK | 359 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-030410 · doc4.xml · nonDerivative · entry 1 DAVIS LYNN DALE · CIK 0001630336 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,663 F1 · price: Restricted stock unit granted under the 2016 Equity Incentive Compensation Plan (the "Plan") Read SEC document |
| June 20, 2017 Filed Jun 22, 2017 10:03 UTC | County Bancorp, Inc. ICBK · Entity 132784 | GrantCOMMON STOCK | 423 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041278 · doc4.xml · nonDerivative · entry 1 DAVIS LYNN DALE · CIK 0001630336 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,304 F1 · price: Restricted stock unit granted under the 2016 Equity Incentive Compensation Plan 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.