Citizens Community Bancorp SEC Filings

Manulife Investment Management (US) LLC reports beneficial ownership of 495,338 shares of Citizens Community Bancorp Inc. common stock, representing 4.96% of 9,988,997 shares outstanding per the issuer's public filing. Through its parent-subsidiary relationship, Manulife Financial Corporation may be deemed to beneficially own the same position, while the parent itself reports 0 shares held directly.

The Schedule 13G amendment discloses that MIM (US) holds sole voting and dispositive power over the 495,338 shares and the filers certify the holdings were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer.

CZWI Form 4 — Director adds to stake

On 07/31/2025 Citizens Community Bancorp director Francis E. Felber bought 3,000 common shares on the open market (transaction code “P”) at a weighted-average price of $14.80, within a $14.54-$14.97 range. His direct holdings increase from 16,950 to 19,950 shares. Including 12,690 shares in a self-directed IRA and 7,690 held through Ag Risk Managers LLC, Felber now reports total beneficial ownership of 40,330 shares.

No derivative trades, sales, or Rule 10b5-1 plans were disclosed. The purchase strengthens insider alignment and can be interpreted as a confidence signal, though the single transaction size (≈$44k) is modest relative to CZWI’s market capitalization.

Citizens Community Bancorp, Inc. (NASDAQ: CZWI) filed an 8-K covering two items.

• Item 2.02 – Results of Operations: the Company released its financial results for the three and six months ended 30 June 2025 and posted an earnings supplement and slide deck (Exhibits 99.1-99.3). Specific revenue, EPS or margin figures are contained only in those exhibits and are not reproduced in this filing.
• Item 8.01 – Stock Repurchase Program: on 24 July 2025 the Board authorized a share buyback of up to 499 thousand common shares, equal to roughly 5 % of outstanding stock. Purchases may occur in the open market, privately negotiated transactions, block trades or Rule 10b5-1 plans and can be modified, suspended or terminated at any time.

No other material events, acquisitions, or leadership changes were disclosed. The exhibits are furnished— not filed— and therefore are excluded from Section 18 liability.

Citizens Community Bancorp, Inc. (CZWI) — Form 4 insider transaction

Chief Executive Officer and President Stephen M. Bianchi reported the exercise of stock options for 3,000 common shares on 24 June 2025 at an exercise price of $11.00. The transaction was coded “M,” indicating a conversion of derivative securities (options) into common stock rather than an open-market purchase or sale.

Following the exercise, Bianchi’s direct ownership increased to 76,168 common shares. He also continues to hold 53,480 shares indirectly through a self-directed IRA. On the derivative side, the filing shows 15,000 stock options still outstanding under the 2008 Equity Incentive Plan. No dispositions of common stock were reported.

The filing confirms Bianchi’s status as both a Director and the Company’s CEO. No Rule 10b5-1 plan was indicated for this specific transaction. The option originally vested in 20% annual tranches between 2017 and 2021 and carries an expiration date of 24 June 2026.

While the absolute share count is modest relative to CZWI’s total shares outstanding, an increase in insider ownership by the company’s top executive is generally viewed as a signal of confidence in long-term prospects. However, the event is routine and does not provide new information on operating performance, strategy, or financial outlook.