Nicolet Bankshares Inc
NICFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Nicolet Bankshares Inc Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 10 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 10, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Ares Financial Consulting, LLC | 2026-03-31 | 12 | $1.8K | SEC filing |
| OSAIC HOLDINGS, INC. | 2026-03-31 | 13,684 | $2.03M | SEC filing |
| FRANKLIN RESOURCES INC | 2026-03-31 | 36,784 | $5.47M | SEC filing |
| PRINCETON CAPITAL MANAGEMENT LLC | 2026-03-31 | 2,400 | $357K | SEC filing |
| Stieven Capital Advisors, L.P. | 2026-03-31 | 52,805 | $7.85M | SEC filing |
| PNC FINANCIAL SERVICES GROUP, INC. | 2026-03-31 | 9,487 | $1.41M | SEC filing |
| Johnson Financial Group, Inc. | 2026-03-31 | 7,500 | $1.11M | SEC filing |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 2026-03-31 | 1,936 | Not shown | SEC filing |
| FEDERATED HERMES, INC. | 2026-03-31 | 1,414 | $210K | SEC filing |
| Ameritas Investment Partners, Inc. | 2026-03-31 | 1,564 | $232K | SEC filing |
| Rossby Financial, LCC | 2026-03-31 | 3 | $449 | SEC filing |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2026-03-31 | 18,611 | $2.77M | SEC filing |
| VANGUARD ASSET MANAGEMENT, Ltd | 2026-03-31 | 14,361 | $2.13M | SEC filing |
| Parkside Financial Bank & Trust | 2026-03-31 | 853 | $127K | SEC filing |
| Smith Group Asset Management, LLC | 2026-03-31 | 2,230 | $331K | SEC filing |
| LAZARD ASSET MANAGEMENT LLC | 2026-03-31 | 11,376 | $1.69M | SEC filing |
| VANGUARD FIDUCIARY TRUST CO | 2026-03-31 | 126,999 | $18.9M | SEC filing |
| PRUDENTIAL FINANCIAL INC | 2026-03-31 | 89,361 | $13.3M | SEC filing |
| EntryPoint Capital, LLC | 2026-03-31 | 3,604 | $536K | SEC filing |
| STATE STREET CORP | 2026-03-31 | 711,361 | $106M | SEC filing |
- Each value is checked against Nicolet Bankshares Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Nicolet Bankshares Inc's share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Nicolet Bankshares Inc's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2024-12-10 · ATWELL ROBERT BRUCE: Larger than 43 of the 46 other insider sales of Common Stock on file. SEC filing
- 2024-12-05 · ATWELL ROBERT BRUCE: Larger than 44 of the 46 other insider sales of Common Stock on file. SEC filing
- 2024-11-12 · DANIELS MICHAEL E: Larger than 42 of the 46 other insider sales of Common Stock on file. SEC filing
- 2024-11-11 · Witczak Eric James: Larger than all 46 other insider sales of Common Stock on file. SEC filing
- 2024-11-11 · Witczak Eric James: Larger than 45 of the 46 other insider sales of Common Stock on file. SEC filing
Independent insiders buying near the same time
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-03-12 | ATWELL ROBERT BRUCE · Director | Common Stock | S — Open market or private sale | −1,885 | 149.49 | SEC filing |
| 2026-03-12 | ATWELL ROBERT BRUCE · Director | Common Stock | S — Open market or private sale | −1,324 | 150.26 | SEC filing |
| 2026-03-12 | ATWELL ROBERT BRUCE · Director | Common Stock | S — Open market or private sale | −100 | 150.27 | SEC filing |
| 2026-03-05 | ATWELL ROBERT BRUCE · Director | Common Stock | S — Open market or private sale | −116 | 152.05 | SEC filing |
| 2026-03-05 | ATWELL ROBERT BRUCE · Director | Common Stock | S — Open market or private sale | −2,815 | 150.52 | SEC filing |
| 2026-03-05 | ATWELL ROBERT BRUCE · Director | Common Stock | S — Open market or private sale | −400 | 151.34 | SEC filing |
| 2026-02-18 | ATWELL ROBERT BRUCE · Director | Common Stock | S — Open market or private sale | −6,396 | 155.47 | SEC filing |
| 2025-11-18 | MOORE HUBERT PHILLIP JR · CFO | Common Stock | P — Open market or private purchase | +25 | 120.35 | SEC filing |
Showing 8 of 15 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-08 | MOORE HUBERT PHILLIP JR · CFO | Common Stock | F — Payment of exercise price or tax by delivering securities | −940 | SEC filing |
| 2026-05-19 | MERKATORIS SUSAN L · Director | Common Stock | A — Grant, award, or other acquisition | +429 | SEC filing |
| 2026-05-19 | CHANEY CARL J · Director | Common Stock | A — Grant, award, or other acquisition | +429 | SEC filing |
| 2026-05-19 | ATWELL ROBERT BRUCE · Director | Common Stock | A — Grant, award, or other acquisition | +429 | SEC filing |
| 2026-05-19 | LONG DONALD J JR · Director | Common Stock | A — Grant, award, or other acquisition | +429 | SEC filing |
| 2026-05-19 | WEYERS ROBERT J · Director | Common Stock | A — Grant, award, or other acquisition | +429 | SEC filing |
| 2026-05-19 | LONG DONALD J JR · Director | Common Stock | A — Grant, award, or other acquisition | +569 | SEC filing |
| 2026-05-19 | CHANEY CARL J · Director | Common Stock | A — Grant, award, or other acquisition | +498 | SEC filing |
Showing 8 of 40 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.