First Business Financial Services, Inc. FBIZ
We take great care to ensure that the data presented and summarized in this overview for FIRST BUSINESS FINANCIAL SERVICES, INC. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding FBIZ
View all-
Black Rock Inc. New York, NY681KShares$33.4 Million0.0% of portfolio
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Dimensional Fund Advisors LP Austin, TX538KShares$26.4 Million0.01% of portfolio
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Vanguard Group Inc Valley Forge, PA410KShares$20.1 Million0.0% of portfolio
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Banc Funds CO LLC Chicago, IL402KShares$19.7 Million2.69% of portfolio
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First Business Financial Services, Inc.366KShares$17.9 Million1.7% of portfolio
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Manufacturers Life Insurance Company, The Toronto, A6267KShares$13.1 Million0.01% of portfolio
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Geode Capital Management, LLC Boston, MA173KShares$8.5 Million0.0% of portfolio
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Jim Simons Renaissance Technologies LLC | New York, Ny162KShares$7.93 Million0.01% of portfolio
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M3 F, Inc. Salt Lake City, UT154KShares$7.57 Million2.17% of portfolio
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Cutler Capital Management, LLC Worcester, MA153KShares$7.53 Million3.76% of portfolio
Latest Institutional Activity in FBIZ
Top Purchases
Top Sells
About FBIZ
First Business Financial Services, Inc. operates as the bank holding company for First Business Bank that provides commercial banking products and services for small and medium-sized businesses, business owners, executives, professionals, and high net worth individuals. The company offers deposit products, such as non-interest-bearing transaction accounts, interest-bearing transaction accounts, money market accounts, time deposits, and certificates of deposit, as well as credit cards. It also provides loan products, including commercial real estate loans, commercial and industrial loans, small business administration loans, and direct financing leases, as well as consumer and other loans comprising home equity, first and second mortgage, and other personal loans for professional and executive clients. The company offers commercial lending, asset-based lending, equipment financing, accounts receivable financing, vendor financing, floorplan financing, treasury management services, and company retirement plans; trust and estate administration, financial planning, investment management, and private banking services; and investment portfolio administrative, asset-liability management, and asset-liability management process validation services for other financial institutions. First Business Financial Services, Inc. was founded in 1909 and is headquartered in Madison, Wisconsin.
Insider Transactions at FBIZ
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Dec 13
2024
|
Carol P Sanders Director |
SELL
Open market or private sale
|
Indirect |
670
-100.0%
|
$32,160
$48.86 P/Share
|
Dec 13
2024
|
Carol P Sanders Director |
SELL
Open market or private sale
|
Direct |
8,211
-73.73%
|
$394,128
$48.83 P/Share
|
Nov 19
2024
|
William Kent Lorenz Director |
SELL
Open market or private sale
|
Direct |
1,000
-10.71%
|
$49,000
$49.0 P/Share
|
Nov 07
2024
|
Corey A Chambas CEO |
SELL
Open market or private sale
|
Direct |
40,000
-26.19%
|
$1,920,000
$48.81 P/Share
|
Oct 31
2024
|
James Edward Hartlieb Pres&CEO First Business Bank |
SELL
Open market or private sale
|
Indirect |
6,344
-100.0%
|
$272,792
$43.15 P/Share
|
Oct 30
2024
|
Carol P Sanders Director |
BUY
Open market or private purchase
|
Direct |
134
+0.6%
|
$5,896
$44.84 P/Share
|
Aug 23
2024
|
Daniel Ovokaitys Chief Information Officer |
SELL
Open market or private sale
|
Direct |
1,130
-8.26%
|
$47,460
$42.38 P/Share
|
Aug 19
2024
|
William Kent Lorenz Director |
SELL
Open market or private sale
|
Direct |
1,150
-10.96%
|
$48,300
$42.79 P/Share
|
Aug 16
2024
|
James Edward Hartlieb Pres&CEO First Business Bank |
SELL
Payment of exercise price or tax liability
|
Direct |
96
-0.28%
|
$4,032
$42.96 P/Share
|
Aug 12
2024
|
Mark J Meloy EVP |
SELL
Open market or private sale
|
Direct |
5,000
-8.53%
|
$200,000
$40.05 P/Share
|
Jul 30
2024
|
Carol P Sanders Director |
BUY
Open market or private purchase
|
Direct |
129
+1.16%
|
$5,805
$45.85 P/Share
|
May 21
2024
|
Kevin D Crampton Chief Accounting Officer |
BUY
Open market or private purchase
|
Direct |
154
+10.91%
|
$5,236
$34.15 P/Share
|
May 16
2024
|
Kevin D Crampton Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
59
-5.08%
|
$2,006
$34.5 P/Share
|
May 16
2024
|
Carol P Sanders Director |
BUY
Grant, award, or other acquisition
|
Direct |
655
+5.68%
|
-
|
May 16
2024
|
Daniel P. Olszewski Director |
BUY
Grant, award, or other acquisition
|
Direct |
655
+2.45%
|
-
|
May 16
2024
|
William Kent Lorenz Director |
BUY
Grant, award, or other acquisition
|
Direct |
655
+5.88%
|
-
|
May 16
2024
|
Gerald L Kilcoyne Director |
BUY
Grant, award, or other acquisition
|
Direct |
655
+0.99%
|
-
|
May 16
2024
|
Ralph R. Kauten Director |
BUY
Grant, award, or other acquisition
|
Direct |
655
+3.31%
|
-
|
May 16
2024
|
John J Harris Director |
BUY
Grant, award, or other acquisition
|
Direct |
655
+4.49%
|
-
|
May 16
2024
|
Carla C Chavarria Director |
BUY
Grant, award, or other acquisition
|
Direct |
655
+8.43%
|
-
|
Last 12 Months Summary
Grant, award, or other acquisition | 54.3K shares |
---|---|
Open market or private purchase | 748 shares |
Payment of exercise price or tax liability | 22.2K shares |
---|---|
Bona fide gift | 128 shares |
Open market or private sale | 64.9K shares |