Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Citizens Community Bancorp Inc.
Report date October 31, 2024 · Filed November 04, 2024
Section 16 reporting ended · disclosed 2024-11-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,900 |
Reported balance
After 2024-10-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-10-31 · Disposition to issuer · Disposed 246 · Balance 2,900 F1: An aggregate of 246 restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive plan were forfeited on October 31, 2024. F2: Includes 1,227 restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan which became vested on October 31, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: An aggregate of 246 restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive plan were forfeited on October 31, 2024.
F2: Includes 1,227 restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan which became vested on October 31, 2024.
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 |
|---|---|---|---|---|---|---|
| October 31, 2024 Filed Nov 4, 2024 07:57 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | Disposition to issuerCommon Stock | 246 | $0.00 | $0.00 |
DisclosureSEC source: 0001367859-24-000107 · wk-form4_1730725041.xml · nonDerivative · entry 1 Bertrand William Glen · CIK 0001946559 · Director of Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,900 F1 · shares: An aggregate of 246 restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive plan were forfeited on October 31, 2024. F2 · balance_after: Includes 1,227 restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan which became vested on October 31, 2024. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 16:01 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock | 1,473 | $11.88 | $17,499.24 |
DisclosureSEC source: 0001367859-24-000027 · wk-form4_1706562101.xml · nonDerivative · entry 1 Bertrand William Glen · CIK 0001946559 · Director of Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,146 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 |
| January 19, 2023 Filed Jan 23, 2023 16:21 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock | 1,294 | $12.36 | $15,993.84 |
DisclosureSEC source: 0001367859-23-000060 · wf-form4_167450889806775.xml · nonDerivative · entry 1 Bertrand William Glen · CIK 0001946559 · Director of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,673 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 |
| September 15, 2022 Filed Sep 16, 2022 09:35 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock | 379 | $12.48 | $4,729.92 |
DisclosureSEC source: 0001367859-22-000140 · wf-form4_166333529738577.xml · nonDerivative · entry 1 Bertrand William Glen · CIK 0001946559 · Director of Subsidiary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379 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.