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 $0.01 per shareSEC Table I · non-derivative | Direct | 18,949 |
Reported balance
After 2024-01-25 transaction · row 1
1 source rowRow 1 · 2024-01-25 · Grant · Acquired 1,893 · Balance 18,949 F1: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest December 31, 2024. |
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.
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 16:02 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,893 | $11.88 | $22,488.84 |
DisclosureSEC source: 0001367859-24-000029 · wk-form4_1706562136.xml · nonDerivative · entry 1 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,949 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 |
| November 30, 2023 Filed Dec 4, 2023 08:36 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 170 | $10.62 | $1,805.40 |
DisclosureSEC source: 0001367859-23-000152 · wk-form4_1701697008.xml · nonDerivative · entry 1 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,056 Read SEC document |
| July 28, 2023 Filed Aug 1, 2023 08:36 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 306 | $10.30 | $3,151.80 |
DisclosureSEC source: 0001367859-23-000126 · wk-form4_1690893355.xml · nonDerivative · entry 1 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,886 Read SEC document |
| May 01, 2023 Filed May 2, 2023 17:32 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 315 | $10.20 | $3,213.00 |
DisclosureSEC source: 0001367859-23-000090 · wf-form4_168306316090014.xml · nonDerivative · entry 1 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,580 Read SEC document |
| January 19, 2023 Filed Jan 23, 2023 16:19 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,699 | $12.36 | $20,999.64 |
DisclosureSEC source: 0001367859-23-000052 · wf-form4_167450874001294.xml · nonDerivative · entry 1 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,265 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 |
| November 10, 2022 Filed Nov 10, 2022 17:39 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 480 | $13.50 | $6,480.00 |
DisclosureSEC source: 0001367859-22-000151 · wf-form4_166811992930178.xml · nonDerivative · entry 2 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,566 Read SEC document |
| November 08, 2022 Filed Nov 10, 2022 17:39 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 62 | $13.05 | $809.10 |
DisclosureSEC source: 0001367859-22-000151 · wf-form4_166811992930178.xml · nonDerivative · entry 1 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,086 Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 09:28 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,500 | $14.00 | $21,000.00 |
DisclosureSEC source: 0001367859-22-000037 · wf-form4_164363928146942.xml · nonDerivative · entry 1 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,024 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 |
| November 02, 2021 Filed Nov 3, 2021 14:40 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 355 | $13.71 | $4,867.05 |
DisclosureSEC source: 0001367859-21-000159 · wf-form4_163596482255396.xml · nonDerivative · entry 2 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,524 Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 14:40 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 7 | $13.73 | $96.11 |
DisclosureSEC source: 0001367859-21-000159 · wf-form4_163596482255396.xml · nonDerivative · entry 1 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,169 Read SEC document |
| July 30, 2021 Filed Aug 3, 2021 10:48 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 361 | $13.91 | $5,021.51 |
DisclosureSEC source: 0001367859-21-000125 · wf-form4_162800207488993.xml · nonDerivative · entry 1 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,162 Read SEC document |
| May 03, 2021 Filed May 4, 2021 17:39 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 300 | $13.07 | $3,921.00 |
DisclosureSEC source: 0001367859-21-000090 · wf-form4_162016435078380.xml · nonDerivative · entry 2 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,801 Read SEC document |
| April 30, 2021 Filed May 4, 2021 17:39 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 136 | $13.14 | $1,787.04 |
DisclosureSEC source: 0001367859-21-000090 · wf-form4_162016435078380.xml · nonDerivative · entry 1 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,501 Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 14:03 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 12 | $11.18 | $134.16 |
DisclosureSEC source: 0001367859-21-000037 · wf-form4_161281100417231.xml · nonDerivative · entry 2 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,365 Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 14:03 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 238 | $11.17 | $2,658.46 |
DisclosureSEC source: 0001367859-21-000037 · wf-form4_161281100417231.xml · nonDerivative · entry 1 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,353 Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 08:51 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,762 | $10.78 | $18,994.36 |
DisclosureSEC source: 0001367859-21-000021 · wf-form4_161218748750644.xml · nonDerivative · entry 1 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,115 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 |
| November 05, 2020 Filed Nov 9, 2020 16:43 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 650 | $7.70 | $5,005.00 |
DisclosureSEC source: 0001367859-20-000197 · wf-form4_160495817734793.xml · nonDerivative · entry 2 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,353 Read SEC document |
| November 05, 2020 Filed Nov 9, 2020 16:43 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 100 | $7.73 | $773.00 |
DisclosureSEC source: 0001367859-20-000197 · wf-form4_160495817734793.xml · nonDerivative · entry 1 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,703 Read SEC document |
| May 08, 2020 Filed May 8, 2020 17:23 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 24 | $7.98 | $191.52 |
DisclosureSEC source: 0001367859-20-000106 · wf-form4_158897300170999.xml · nonDerivative · entry 2 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,603 Read SEC document |
| May 08, 2020 Filed May 8, 2020 17:23 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 600 | $8.00 | $4,800.00 |
DisclosureSEC source: 0001367859-20-000106 · wf-form4_158897300170999.xml · nonDerivative · entry 1 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,579 Read SEC document |
| February 07, 2020 Filed Feb 7, 2020 15:06 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 348 | $11.95 | $4,158.60 |
DisclosureSEC source: 0001367859-20-000034 · wf-form4_158110598928341.xml · nonDerivative · entry 2 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,979 Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 15:06 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 72 | $11.95 | $860.40 |
DisclosureSEC source: 0001367859-20-000034 · wf-form4_158110598928341.xml · nonDerivative · entry 1 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,631 Read SEC document |
| January 23, 2020 Filed Jan 27, 2020 13:29 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,589 | $11.95 | $18,988.55 |
DisclosureSEC source: 0001367859-20-000027 · wf-form4_158014973585352.xml · nonDerivative · entry 1 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,559 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 |
| November 16, 2018 Filed Nov 20, 2018 12:13 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | PurchaseCommon Stock, par value $0.01 per share | 1,000 | $11.99 | $11,990.00 |
DisclosureSEC source: 0001367859-18-000163 · wf-form4_154273399585975.xml · nonDerivative · entry 1 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,970 Read SEC document |
| October 25, 2018 Filed Oct 29, 2018 08:40 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 1,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001367859-18-000135 · wf-form4_154081680994971.xml · nonDerivative · entry 1 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,970 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 18:57 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | ConversionSeries A Preferred Stock · Derivative | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001367859-18-000114 · wf-form4_153817543663815.xml · derivative · entry 2 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 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. Read SEC document |
| September 28, 2018 Filed Sep 28, 2018 18:57 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | ConversionCommon Stock, par value $0.01 per share | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001367859-18-000114 · wf-form4_153817543663815.xml · nonDerivative · entry 1 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,178 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. Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 17:43 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantSeries A Preferred Stock · Derivative | 250 | $130.00 | $32,500.00 |
DisclosureSEC source: 0001367859-18-000078 · wf-form4_152961738684425.xml · derivative · entry 2 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250 Underlying: Common Stock · 2,500 shares Expires not disclosed F1 · 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. F1 · 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. F1 · 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. Read SEC document |
| April 27, 2018 Filed May 1, 2018 14:20 UTC | Citizens Community Bancorp Inc. CZWI · Entity 6317 | GrantCommon Stock, par value $0.01 per share | 678 | $0.00 | $0.00 |
DisclosureSEC source: 0001367859-18-000048 · wf-form4_152519875820183.xml · nonDerivative · entry 1 Bourget Kristina M · CIK 0001736360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 678 F1 · shares: Represents restricted shares of Common Stock awarded under the Company's 2018 Equity Incentive Plan, which shares vest on September 30, 2018. 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.