Welcome to our dedicated page for Citizens Community Bancorp SEC filings (Ticker: CZWI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Citizens Community Bancorp, Inc. (CZWI) files a range of documents with the U.S. Securities and Exchange Commission as a Nasdaq-listed bank holding company. These filings include current reports on Form 8-K, which the company uses to furnish quarterly earnings releases, earnings supplements, investor presentations and other material events such as stock repurchase program approvals, debt redemptions and annual meeting voting results.
Form 8-K filings cited in recent disclosures show how Citizens Community Bancorp reports its financial results for specific quarters and year-to-date periods, and how it communicates board decisions on share repurchase programs and the redemption of subordinated notes. Other 8-K filings document matters submitted to a vote of stockholders, including the election of directors, ratification of the independent registered public accounting firm and advisory votes on executive compensation.
On Stock Titan’s CZWI SEC filings page, users can access these regulatory documents as they are made available through the EDGAR system. AI-powered summaries help explain the key points of lengthy filings, such as the main drivers of quarterly performance described in earnings releases or the scope of a newly authorized stock repurchase program. For investors monitoring governance and compensation, filings related to the annual meeting and advisory votes provide additional context.
In addition to current reports, investors may consult Citizens Community Bancorp’s periodic reports, such as annual reports on Form 10-K and quarterly reports on Form 10-Q, for comprehensive financial statements, segment information, risk factors and management’s discussion and analysis. Stock Titan’s tools surface new CZWI filings in real time and apply AI analysis so readers can quickly understand the implications of complex regulatory disclosures.
AllianceBernstein L.P. has filed an amended Schedule 13G reporting beneficial ownership of 543,075 shares of Citizens Community Bancorp Inc. common stock, representing 5.6% of the class as of the event date.
AllianceBernstein has sole power to vote and dispose of all 543,075 shares and no shared voting or dispositive power. The shares were acquired solely for investment purposes on behalf of client discretionary investment advisory accounts and are stated as not being held to change or influence control of the issuer.
The Banc Funds Company, L.L.C., doing business as 1st and Main Growth Partners, filed an amended Schedule 13G reporting beneficial ownership of 246,286 shares of Citizens Community Bancorp, Inc. common stock, representing 2.5% of the class. The filing shows sole voting and dispositive power over these 246,286 shares and no shared power. Affiliated entities Banc Fund IX L.P., TBFC Financial Technologies Fund L.P., and BANC FUNDS CO LLC each report zero shares and 0% ownership. The reporting persons state the securities are not held for the purpose of changing or influencing control of the issuer.
Fourthstone LLC and related investment funds reported a passive ownership stake in Citizens Community Bancorp Inc. The group beneficially owns 168,029 shares of common stock, representing 1.74% of the company. All voting and dispositive power over these shares is shared, with no sole authority reported.
The percentages are based on 9,659,745 common shares outstanding as of November 4, 2025, from the issuer’s Form 10-Q. The filing is on Schedule 13G/A, indicating the position was acquired and is held in the ordinary course of business, without the purpose or effect of changing or influencing control of the bank.
Manulife-affiliated investment managers report a significant ownership stake in Citizens Community Bancorp Inc. Manulife Investment Management (US) LLC holds 488,509 shares of Citizens Community common stock, representing 5.06% of the class. Manulife Investment Management Limited holds 1,984 shares, or 0.02%.
The filing states that Manulife Financial Corporation, as the indirect parent of these subsidiaries, may be deemed to beneficially own the same shares. The percentages are based on 9,659,745 Citizens Community common shares outstanding as of November 4, 2025, as reported in the issuer’s Form 10-Q.
Wellington Management Group LLP and its affiliates filed a Schedule 13G reporting beneficial ownership of 691,414 shares of Citizens Community Bancorp, Inc. common stock, representing 7.2% of the class.
The filing shows Wellington entities with shared power to vote and dispose of these shares, and no sole voting or dispositive power. The securities are owned of record by clients of Wellington investment advisers, who are entitled to dividends and sale proceeds. Wellington certifies the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Citizens Community Bancorp.
Citizens Community Bancorp, Inc. filed a current report describing an upcoming investor outreach event. Chairman, President & CEO Stephen Bianchi and CFO James S. Broucek will meet with institutional investors at the 2026 CEO Forum hosted by Janney Montgomery Scott in Scottsdale, Arizona on February 4–5, 2026. During the forum, management will give a presentation on matters affecting the Company and its operating results.
The investor presentation is furnished as Exhibit 99.1 and is provided under Regulation FD, meaning it is intended to give fair public disclosure of the information shared at the conference. The Company also includes extensive cautionary language that the presentation and this report may contain forward-looking statements subject to numerous economic, financial, regulatory, geopolitical and operational risks, and refers readers to prior Form 10‑K and Form 10‑Q risk factor sections for more detail. The furnished materials are explicitly not deemed filed for liability purposes or automatically incorporated into other securities filings.
Citizens Community Bancorp vice president and controller Rebecca Johnson exercised a stock option for 2,000 shares of common stock on 01/23/2026 at an exercise price of
Following the transaction, Johnson held 6,954 shares of Citizens Community Bancorp common stock directly and 12,841 shares indirectly through the Citizens Community Federal 401(k) Profit Sharing Plan. The exercised option position was reduced to zero derivative securities beneficially owned after this transaction.
Citizens Community Bancorp EVP/CFO James S. Broucek reported equity transactions in company stock. On January 22, 2026, he acquired 1,733 shares of common stock at $18.52 per share from the vesting and settlement of performance-based restricted stock units tied to operational results for the year ended December 31, 2025. On the same date, he surrendered 632 shares at $18.52 per share to cover withholding taxes on previously awarded restricted stock. After these transactions, he directly holds 22,096 shares of common stock and indirectly holds 43,314 shares through a self-directed IRA. He also holds a stock option for 8,000 shares at an exercise price of $13.60 per share, expiring on October 31, 2027.
Citizens Community Bancorp CEO and President Stephen M. Bianchi reported equity compensation activity in company stock. On January 22, 2026, he acquired 3,325 shares of common stock at
After these transactions, Bianchi directly beneficially owned 82,604 shares of common stock and indirectly owned 53,480 shares through a self-directed IRA. He also held a stock option for 10,000 shares of common stock with an exercise price of
Citizens Community Bancorp, Inc. announced that it has issued a press release with its financial results for the three and twelve months ended December 31, 2025, along with an earnings supplement and presentation posted on its website. These materials are furnished as exhibits to this report.
The company’s board also declared a quarterly cash dividend of $0.105 per share on January 22, 2026, payable on February 20, 2026 to shareholders of record as of February 6, 2026. The earnings presentation will also be used, with an updated cover sheet, for the 2026 CEO Forum hosted by Janney Montgomery Scott.