Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NICOLET BANKSHARES INCNIC · Entity 4136 | SVP-Wealth Mgmt-NicoletNatBank | December 14, 2023 | December 18, 2023 |
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.
NICOLET BANKSHARES INC
Report date December 14, 2023 · Filed December 18, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,078 |
Reported balance
After 2023-12-14 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2023-12-14 · Sale · Disposed 896 · Balance 5,078 F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.59 to $81.55, inclusive. The reporting person undertakes to provide to Nicolet Bankshares, Inc., any security holder of Nicolet Bankshares, Inc., or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. |
| Common StockSEC Table I · non-derivative | Direct | 5,032 |
Reported balance
After 2023-12-14 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2023-12-14 · Sale · Disposed 46 · Balance 5,032 F2: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.59 to $81.65, inclusive. The reporting person undertakes to provide to Nicolet Bankshares, Inc., any security holder of Nicolet Bankshares, Inc., or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. F3: Includes 488 shares owned in the Employee Stock Purchase Plan. Mr. Madson has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing dated November 22, 2023. |
| Common StockSEC Table I · non-derivative | IndirectDaughter's UGMA/UTMA Account | 20 |
Reported balance
Holding disclosure · report date 2023-12-14 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 20 |
| Common StockSEC Table I · non-derivative | IndirectDaughter's UGMA/UTMA Account | 20 |
Reported balance
Holding disclosure · report date 2023-12-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 20 |
| Common StockSEC Table I · non-derivative | IndirectSon's UGMA/UTMA Account | 20 |
Reported balance
Holding disclosure · report date 2023-12-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20 |
| Common StockSEC Table I · non-derivative | IndirectSon's UGMA/UTMA Account | 20 |
Reported balance
Holding disclosure · report date 2023-12-14 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 20 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.59 to $81.55, inclusive. The reporting person undertakes to provide to Nicolet Bankshares, Inc., any security holder of Nicolet Bankshares, Inc., or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4.
F2: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.59 to $81.65, inclusive. The reporting person undertakes to provide to Nicolet Bankshares, Inc., any security holder of Nicolet Bankshares, Inc., or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4.
F3: Includes 488 shares owned in the Employee Stock Purchase Plan. Mr. Madson has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing dated November 22, 2023.
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 |
|---|---|---|---|---|---|---|
| December 14, 2023 Filed Dec 18, 2023 23:05 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | SaleCommon Stock | 46 | $81.63 | $3,754.98 |
DisclosureSEC source: 0001127602-23-029876 · form4.xml · nonDerivative · entry 6 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,032 F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.59 to $81.65, inclusive. The reporting person undertakes to provide to Nicolet Bankshares, Inc., any security holder of Nicolet Bankshares, Inc., or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. F3 · balance_after: Includes 488 shares owned in the Employee Stock Purchase Plan. Mr. Madson has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing dated November 22, 2023. Read SEC document |
| December 14, 2023 Filed Dec 18, 2023 23:05 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | SaleCommon Stock | 896 | $81.23 | $72,782.08 |
DisclosureSEC source: 0001127602-23-029876 · form4.xml · nonDerivative · entry 5 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,078 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.59 to $81.55, inclusive. The reporting person undertakes to provide to Nicolet Bankshares, Inc., any security holder of Nicolet Bankshares, Inc., or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| November 22, 2023 Filed Nov 22, 2023 22:32 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Tax withholdingCommon Stock | 73 | $75.49 | $5,510.77 |
DisclosureSEC source: 0001127602-23-028222 · form4.xml · nonDerivative · entry 7 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,974 F3 · shares: Shares withheld to satisfy tax obligation of vested restricted stock. F4 · balance_after: Includes 488 shares owned in the Employee Stock Purchase Plan. Mr. Madson has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing dated November 16, 2023. Read SEC document |
| November 20, 2023 Filed Nov 22, 2023 22:32 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Tax withholdingCommon Stock | 31 | $77.64 | $2,406.84 |
DisclosureSEC source: 0001127602-23-028222 · form4.xml · nonDerivative · entry 6 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,047 F2 · shares: Shares withheld to satisfy tax obligation of 1/3 immediate vest of restricted stock granted November 20, 2023. Read SEC document |
| November 20, 2023 Filed Nov 22, 2023 22:32 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GrantCommon Stock | 288 | $77.64 | $22,360.32 |
DisclosureSEC source: 0001127602-23-028222 · form4.xml · nonDerivative · entry 5 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,078 F1 · shares: Restricted shares awarded November 20, 2023. Awarded shares will vest as follows: 1/3 immediate, 1/3 on November 20, 2024, and 1/3 on November 20, 2025. Read SEC document |
| November 14, 2023 Filed Nov 16, 2023 21:32 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Tax withholdingCommon Stock | 58 | $78.12 | $4,530.96 |
DisclosureSEC source: 0001127602-23-027613 · form4.xml · nonDerivative · entry 3 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,790 F1 · shares: Shares withheld to satisfy tax obligation of vested restricted stock. F2 · balance_after: Includes 488 shares owned in the Employee Stock Purchase Plan. Mr. Madson has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing dated August 24, 2023. Read SEC document |
| August 23, 2023 Filed Aug 24, 2023 15:31 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | SaleCommon Stock | 1,000 | $74.08 | $74,078.90 |
DisclosureSEC source: 0001127602-23-023165 · form4.xml · nonDerivative · entry 3 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,848 F1 · balance_after: Includes 488 shares owned in the Employee Stock Purchase Plan. Mr. Madson has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing on November 23, 2022. Read SEC document |
| November 22, 2022 Filed Nov 23, 2022 17:19 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Tax withholdingCommon Stock | 73 | $80.77 | $5,896.21 |
DisclosureSEC source: 0001127602-22-026317 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,848 F1 · shares: Shares withheld to satisfy tax obligation of vested restricted stock. F2 · balance_after: Includes a total of 488 shares owned by Mr. Madson in the Employee Stock Purchase Plan. Mr. Madson has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing on November 16, 2022. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 22:29 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Tax withholdingCommon Stock | 58 | $80.95 | $4,695.10 |
DisclosureSEC source: 0001127602-22-025821 · form4.xml · nonDerivative · entry 3 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,921 F1 · shares: Shares withheld to satisfy tax obligation of vested restricted stock. F3 · balance_after: Includes 488 shares owned in the Employee Stock Purchase Plan. Mr. Madson has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing on January 31, 2022. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 22:29 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | GrantCommon Stock | 540 | $80.95 | $43,713.00 |
DisclosureSEC source: 0001127602-22-025821 · form4.xml · nonDerivative · entry 2 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,979 F2 · shares: Restricted shares awarded November 14, 2022. Awarded shares will vest as follows: 1/3 immediate, 1/3 on November 14, 2023, and 1/3 on November 14, 2024. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 22:29 UTC | NICOLET BANKSHARES INC NIC · Entity 4136 | Tax withholdingCommon Stock | 69 | $80.95 | $5,585.55 |
DisclosureSEC source: 0001127602-22-025821 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,439 F1 · shares: Shares withheld to satisfy tax obligation of vested restricted stock. Read SEC document |
| January 28, 2022 Filed Jan 31, 2022 22:46 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 2,337 | $91.37 | $213,531.69 |
DisclosureSEC source: 0001127602-22-002585 · form4.xml · nonDerivative · entry 4 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,508 F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $91.27 to $91.47, inclusive. Mr. Madson undertakes to provide to Nicolet Bankshares, Inc., any security holder of Nicolet Bankshares, Inc., or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. F3 · balance_after: Includes 488 shares owned in the Employee Stock Purchase Plan. Mr. Madson has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing, December 8, 2021. Read SEC document |
| January 28, 2022 Filed Jan 31, 2022 22:46 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 4,500 | $90.65 | $407,925.00 |
DisclosureSEC source: 0001127602-22-002585 · form4.xml · nonDerivative · entry 3 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,845 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.25 to $91.23, inclusive. Mr. Madson undertakes to provide to Nicolet Bankshares, Inc., any security holder of Nicolet Bankshares, Inc., or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 22:46 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionStock Option (Right to Buy) · Derivative | 7,000 | $0.00 Strike: $48.85 | $0.00 |
DisclosureSEC source: 0001127602-22-002585 · form4.xml · derivative · entry 5 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 7,000 shares Expires 2027-05-16 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. F4 · derivative.exercise_date: The nonqualified option is exercisable as to 14,600 shares. The nonqualified options vest in five annual installments of 5,400 shares annually on May 16 of each year, beginning on May 16, 2018 and fully vest on May 16, 2022. Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 22:46 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 163 | $92.00 | $14,996.00 |
DisclosureSEC source: 0001127602-22-002585 · form4.xml · nonDerivative · entry 2 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,345 Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 22:46 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Exercise / conversionCommon Stock | 7,000 | $48.85 | $341,950.00 |
DisclosureSEC source: 0001127602-22-002585 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,508 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. Read SEC document |
| December 08, 2021 Filed Dec 8, 2021 21:51 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 900 | $76.00 | $68,402.97 |
DisclosureSEC source: 0001127602-21-030541 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,508 F1 · balance_after: Includes Mr. Madson's 488 shares owned in the Employee Stock Purchase Plan. Mr. Madson has not acquired additional shares under the Employee Stock Purchase Plan since his previous Form 4 filing, November 24, 2021. Read SEC document |
| November 22, 2021 Filed Nov 24, 2021 18:10 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 73 | $73.21 | $5,344.33 |
DisclosureSEC source: 0001174850-21-000087 · primary_doc.xml · nonDerivative · entry 2 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,408 F2 · shares: Shares withheld to satisfy the tax obligation of restricted stock vesting. F3 · balance_after: Includes Mr. Madson's 488 shares owned in the Employee Stock Purchase Plan. Mr. Madson has not acquired additional shares under the Employee Stock Purchase Plan since his previous Form 4 filing, November 22, 2021. Read SEC document |
| November 22, 2021 Filed Nov 24, 2021 18:10 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 684 | $73.21 | $50,075.64 |
DisclosureSEC source: 0001174850-21-000087 · primary_doc.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,481 F1 · shares: Restricted shares awarded November 22, 2021. Awarded shares will vest as follows: 1/3 immediate, 1/3 on November 22, 2022, and 1/3 on November 22, 2023. Read SEC document |
| November 18, 2021 Filed Nov 22, 2021 21:29 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 49 | $73.85 | $3,618.65 |
DisclosureSEC source: 0001174850-21-000082 · primary_doc.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,797 F1 · shares: Shares withheld to satisfy tax obligation of vested restricted stock. F2 · balance_after: Includes Mr. Madson's 488 shares owned in the Employee Stock Purchase Plan. Mr. Madson has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing, November 15, 2021. Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 02:07 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 69 | $74.88 | $5,166.72 |
DisclosureSEC source: 0001127602-21-029248 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,846 F1 · shares: Shares withheld to satisfy tax obligation of vested restricted stock. F2 · balance_after: Includes an additional 45 shares acquired under the Employee Stock Purchase Plan since the reporting person's last Form 4 filing on June 10, 2021. The reporting person owns a total of 488 shares in the Employee Stock Purchase Plan as of the date of this report. Read SEC document |
| May 13, 2021 Filed Jun 10, 2021 15:03 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantStock Option (Right to Buy) · Derivative | 20,000 | $78.67 Strike: $78.67 | $1,573,400.00 |
DisclosureSEC source: 0001127602-21-019571 · form4.xml · derivative · entry 2 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2031-05-13 F2 · derivative.exercise_date: The nonqualified options vest in five annual installments of 4,000 shares on May 13 of each year, beginning on May 13, 2022 and will fully vest on May 13, 2026. Read SEC document |
| February 26, 2021 Filed Feb 26, 2021 20:59 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GiftCommon Stock | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008067 · form4.xml · nonDerivative · entry 8 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Indirect · Son's UGMA/UTMA Account Disclosed balance after: 20 Read SEC document |
| February 26, 2021 Filed Feb 26, 2021 20:59 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GiftCommon Stock | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008067 · form4.xml · nonDerivative · entry 7 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,836 F1 · balance_after: Includes 409 total shares owned in the Employee Stock Purchase Plan. No additional shares have been acquired under the Employee Stock Purchase Plan since the reporting person's last Form 4 filing on February 24, 2021. Read SEC document |
| February 26, 2021 Filed Feb 26, 2021 20:59 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GiftCommon Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008067 · form4.xml · nonDerivative · entry 6 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Indirect · Daughter's UGMA/UTMA Account Disclosed balance after: 20 Read SEC document |
| February 26, 2021 Filed Feb 26, 2021 20:59 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GiftCommon Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008067 · form4.xml · nonDerivative · entry 5 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,846 Read SEC document |
| February 26, 2021 Filed Feb 26, 2021 20:59 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GiftCommon Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008067 · form4.xml · nonDerivative · entry 4 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Indirect · Son's UGMA/UTMA Account Disclosed balance after: 20 Read SEC document |
| February 26, 2021 Filed Feb 26, 2021 20:59 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GiftCommon Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008067 · form4.xml · nonDerivative · entry 3 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,866 Read SEC document |
| February 26, 2021 Filed Feb 26, 2021 20:59 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GiftCommon Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008067 · form4.xml · nonDerivative · entry 2 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Indirect · Daughter's UGMA/UTMA Account Disclosed balance after: 20 Read SEC document |
| February 26, 2021 Filed Feb 26, 2021 20:59 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GiftCommon Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008067 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,886 Read SEC document |
| February 23, 2021 Filed Feb 24, 2021 15:53 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 1,000 | $75.40 | $75,400.00 |
DisclosureSEC source: 0001127602-21-007519 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,906 F1 · balance_after: Includes 409 total shares owned in the Employee Stock Purchase Plan. No additional shares have been acquired under the Employee Stock Purchase Plan since the reporting person's last Form 4 filing on February 5, 2021. Read SEC document |
| February 04, 2021 Filed Feb 5, 2021 17:22 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 1,084 | $70.81 | $76,758.04 |
DisclosureSEC source: 0001127602-21-004147 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,906 F1 · balance_after: Includes 43 additional shares acquired under the Employee Stock Purchase Plan since the reporting person's last Form 4 filing on November 16, 2020. The reporting person owns 409 total shares in the Employee Stock Purchase Plan. Read SEC document |
| November 12, 2020 Filed Nov 16, 2020 21:45 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 642 | $65.70 | $42,179.40 |
DisclosureSEC source: 0001127602-20-029148 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,947 F1 · balance_after: Includes 45 shares acquired under the Employee Stock Purchase Plan since the reporting person's last Form 4 filing on September 14, 2020. The reporting person owns 366 shares total in the Employee Stock Purchase Plan. Read SEC document |
| September 14, 2020 Filed Sep 14, 2020 20:37 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 1,000 | $59.04 | $59,037.90 |
DisclosureSEC source: 0001127602-20-025046 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,260 F1 · balance_after: Includes 321 shares acquired under the Employee Stock Purchase Plan to date. Read SEC document |
| March 04, 2020 Filed Mar 6, 2020 15:02 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 2,000 | $67.54 | $135,080.00 |
DisclosureSEC source: 0001127602-20-009723 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,152 F1 · security: Received in exchange for the Issuer's purchase of brokerage books of business. F2 · balance_after: Includes 213 shares acquired under the Employee Stock Purchase Plan to date. Read SEC document |
| February 04, 2020 Filed Feb 7, 2020 02:20 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 1,125 | $71.84 | $80,820.00 |
DisclosureSEC source: 0001127602-20-004160 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,152 F1 · security: Received in exchange for the Issuer's purchase of brokerage books of business. F2 · balance_after: Includes 213 shares acquired under the Employee Stock Purchase Plan to date. Read SEC document |
| January 27, 2020 Filed Jan 28, 2020 16:17 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 1,000 | $70.77 | $70,770.00 |
DisclosureSEC source: 0001127602-20-002483 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,277 F1 · security: Received in exchange for the Issuer's purchase of brokerage books of business. F2 · balance_after: Includes 213 shares acquired under the Employee Stock Purchase Plan to date. Read SEC document |
| December 12, 2019 Filed Dec 13, 2019 18:17 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 58 | $74.20 | $4,303.60 |
DisclosureSEC source: 0001127602-19-034929 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,233 F1 · balance_after: Includes 169 shares acquired under the Employee Stock Purchase Plan to date. Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 22:10 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 459 | $70.50 | $32,359.50 |
DisclosureSEC source: 0001127602-19-033405 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,291 F1 · balance_after: Includes 169 shares acquired under the Employee Stock Purchase Plan to date. Read SEC document |
| November 06, 2019 Filed Nov 7, 2019 17:10 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | PurchaseCommon Stock | 10 | $69.43 | $694.30 |
DisclosureSEC source: 0001127602-19-032119 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Indirect · Son's UGMA/UTMA Account Disclosed balance after: 10 Read SEC document |
| September 12, 2019 Filed Sep 25, 2019 18:17 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 3,136 | $68.82 | $215,819.52 |
DisclosureSEC source: 0001127602-19-029079 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,791 F1 · security: Received in exchange for the Issuer's purchase of brokerage books of business. F2 · balance_after: Includes 128 shares acquired under the Employee Stock Purchase Plan. Read SEC document |
| February 19, 2019 Filed Mar 1, 2019 19:35 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 140 | $56.91 | $7,967.40 |
DisclosureSEC source: 0001127602-19-009165 · form4.xml · nonDerivative · entry 3 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,856 F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.90 to $56.98, inclusive. The reporting person undertakes to provide to Nicolet Bankshares Inc., any security holder of Nicolet Bankshares Inc., or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. F3 · balance_after: Includes 57 shares acquired under the Employee Stock Purchase Plan. Read SEC document |
| February 14, 2019 Filed Mar 1, 2019 19:35 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 1,860 | $56.66 | $105,387.60 |
DisclosureSEC source: 0001127602-19-009165 · form4.xml · nonDerivative · entry 2 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,996 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.61 to $56.82, inclusive. The reporting person undertakes to provide to Nicolet Bankshares, Inc., any security holder of Nicolet Bankshares, Inc., or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| February 14, 2019 Filed Mar 1, 2019 19:35 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 1,000 | $56.64 | $56,640.00 |
DisclosureSEC source: 0001127602-19-009165 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,856 Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 21:11 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 1,157 | $55.30 | $63,982.10 |
DisclosureSEC source: 0001127602-19-004303 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,856 F1 · balance_after: Includes 57 shares acquired under the Employee Stock Purchase Plan. Read SEC document |
| December 12, 2018 Filed Dec 13, 2018 21:40 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 55 | $51.55 | $2,835.25 |
DisclosureSEC source: 0001127602-18-036213 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,956 Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 13:39 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 500 | $56.04 | $28,020.00 |
DisclosureSEC source: 0001127602-18-011757 · form4.xml · nonDerivative · entry 6 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,011 F1 · security: Received in exchange for the Issuer's purchase of brokerage books of business. Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 13:39 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 200 | $56.03 | $11,206.00 |
DisclosureSEC source: 0001127602-18-011757 · form4.xml · nonDerivative · entry 5 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,511 F1 · security: Received in exchange for the Issuer's purchase of brokerage books of business. Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 13:39 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 432 | $56.00 | $24,192.00 |
DisclosureSEC source: 0001127602-18-011757 · form4.xml · nonDerivative · entry 4 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,711 F1 · security: Received in exchange for the Issuer's purchase of brokerage books of business. Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 13:39 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 100 | $55.99 | $5,599.00 |
DisclosureSEC source: 0001127602-18-011757 · form4.xml · nonDerivative · entry 3 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,143 F1 · security: Received in exchange for the Issuer's purchase of brokerage books of business. 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.