Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Citizens Community Bancorp Inc.CZWI · Entity 6317 | Director | January 25, 2024 | January 29, 2024 |
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 25, 2024 · Filed January 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 13,508 |
Reported balance
After 2024-01-25 transaction · row 1
1 source rowRow 1 · 2024-01-25 · Grant · Acquired 2,651 · Balance 13,508 F1: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest December 31, 2024. |
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | IndirectBy IRA | 5,450 |
Reported balance
Holding disclosure · report date 2024-01-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,450 F2: These shares are held in the reporting person's self-directed IRA. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest December 31, 2024.
F2: These shares are held in the reporting person's self-directed IRA.
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 25, 2024 Filed Jan 29, 2024 21:01 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $.01 per share | 2,651 | $11.88 | $31,493.88 |
DisclosureSEC source: 0001367859-24-000024 · wk-form4_1706562053.xml · nonDerivative · entry 1 Swenson Michael L · CIK 0001384583 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,508 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 21:18 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $.01 per share | 1,699 | $12.36 | $20,999.64 |
DisclosureSEC source: 0001367859-23-000051 · wf-form4_167450872078829.xml · nonDerivative · entry 1 Swenson Michael L · CIK 0001384583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,857 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 |
| January 27, 2022 Filed Jan 31, 2022 14:31 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $.01 per share | 1,500 | $14.00 | $21,000.00 |
DisclosureSEC source: 0001367859-22-000047 · wf-form4_164363944804850.xml · nonDerivative · entry 1 Swenson Michael L · CIK 0001384583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,158 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest December 31, 2022. Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 13:54 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $.01 per share | 1,762 | $10.78 | $18,994.36 |
DisclosureSEC source: 0001367859-21-000030 · wf-form4_161218764458631.xml · nonDerivative · entry 1 Swenson Michael L · CIK 0001384583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,658 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest December 31, 2021. Read SEC document |
| January 23, 2020 Filed Jan 27, 2020 18:29 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $.01 per share | 1,589 | $11.95 | $18,988.55 |
DisclosureSEC source: 0001367859-20-000029 · wf-form4_158014978002896.xml · nonDerivative · entry 1 Swenson Michael L · CIK 0001384583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,896 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 23, 2021, January 23, 2022 and January 23, 2023. Read SEC document |
| October 25, 2018 Filed Oct 29, 2018 12:39 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $.01 per share | 1,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001367859-18-000133 · wf-form4_154081673070717.xml · nonDerivative · entry 1 Swenson Michael L · CIK 0001384583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,307 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest on December 31, 2019. Read SEC document |
| September 28, 2018 Filed Sep 28, 2018 22:58 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | ConversionSeries A Preferred Stock · Derivative | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0001367859-18-000115 · wf-form4_153817547335717.xml · derivative · entry 3 Swenson Michael L · CIK 0001384583 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 0 Underlying: Common Stock · 3,850 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each share of 8% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Stock was mandatorily converted into ten (10) shares of the Company's common stock three days following stockholder approval of the issuance of the underlying common stock and had no expiration date. F1 · derivative.exercise_date: Each share of 8% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Stock was mandatorily converted into ten (10) shares of the Company's common stock three days following stockholder approval of the issuance of the underlying common stock and had no expiration date. F1 · derivative.expiration_date: Each share of 8% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Stock was mandatorily converted into ten (10) shares of the Company's common stock three days following stockholder approval of the issuance of the underlying common stock and had no expiration date. F2 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| September 28, 2018 Filed Sep 28, 2018 22:58 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | ConversionCommon Stock, par value $.01 per share | 3,850 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001367859-18-000115 · wf-form4_153817547335717.xml · nonDerivative · entry 1 Swenson Michael L · CIK 0001384583 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 5,450 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. F1 · price: Each share of 8% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Stock was mandatorily converted into ten (10) shares of the Company's common stock three days following stockholder approval of the issuance of the underlying common stock and had no expiration date. F2 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 21:42 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantSeries A Preferred Stock · Derivative | 385 | $130.00 | $50,050.00 |
DisclosureSEC source: 0001367859-18-000077 · wf-form4_152961735786951.xml · derivative · entry 3 Swenson Michael L · CIK 0001384583 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 385 Underlying: Common Stock · 3,850 shares Expires not disclosed F2 · derivative.exercise_price: Each share of 8.00% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Preferred Stock is mandatorily convertible into ten shares of the Company's common stock upon stockholder approval of the issuance of the underlying common stock and has no expiration date. F2 · derivative.exercise_date: Each share of 8.00% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Preferred Stock is mandatorily convertible into ten shares of the Company's common stock upon stockholder approval of the issuance of the underlying common stock and has no expiration date. F2 · derivative.expiration_date: Each share of 8.00% Series A Mandatorily Convertible Non-Cumulative Non-Voting Perpetual Preferred Stock is mandatorily convertible into ten shares of the Company's common stock upon stockholder approval of the issuance of the underlying common stock and has no expiration date. F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 20:59 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $.01 per share | 515 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-004537 · doc4.xml · nonDerivative · entry 1 Swenson Michael L · CIK 0001384583 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,515 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2008 Equity Incentive Plan, which shares vest on October 1, 2018. Read SEC document |
| November 10, 2017 Filed Nov 14, 2017 22:41 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $.01 per share | 1,600 | $13.39 | $21,424.00 |
DisclosureSEC source: 0001209191-17-060689 · doc4.xml · nonDerivative · entry 1 Swenson Michael L · CIK 0001384583 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 1,600 F1 · ownership.nature: These shares are held in the reporting person's self-directed IRA. 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.