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A group of individual investors led by Gale Hoese filed Amendment No. 2 to a Schedule 13D reporting a significant stake in Citizens Community Bancorp, Inc. common stock. As of July 7, 2026, they may be deemed to beneficially own 878,472.49 shares, or 9.1% of the 9,644,112 shares outstanding as of May 6, 2026.
Within the group, Hoese holds 700,000 shares, while other members, including Andrew and Jill Schornack and related family members, hold smaller positions. The filing details numerous recent open‑market purchases in early July 2026 at prices mainly around $23–$24 per share, highlighting active accumulation of CZWI stock.
Citizens Community Bancorp Inc. investors led by Gale Hoese and members of the Schornack, Hoese and Retka families filed an amended Schedule 13D. As of June 26, 2026, they may be deemed to beneficially own 720,987.11 shares of common stock, or 7.5% of the 9,644,112 shares outstanding as of May 6, 2026. The largest individual holding is 558,000 shares by Gale Hoese, with smaller positions held by the other reporting persons. The amendment also discloses a series of June 2026 open‑market trades, including multiple purchases by Gale Hoese generally between $20.75 and $22.91 per share and a 1,000‑share purchase by David Schornack at $20.95 per share.
Citizens Community Bancorp, Inc. reported the results of its 2026 Annual Meeting of Stockholders held on June 16, 2026. A total of 9,628,612 shares of common stock were eligible to vote.
Stockholders elected Michael Conner (5,621,999 votes for), Francis Felber (5,429,851 votes for), and Nicholas Amundsen (5,587,434 votes for) as directors. They also approved the 2026 Omnibus Incentive Plan with 5,872,050 votes for, 853,213 against, and 7,442 abstentions. An advisory, non-binding proposal on executive compensation was approved with 5,548,511 votes for, 1,154,581 against, and 29,613 abstentions.
Stockholders further ratified the appointment of Crowe LLP as the company’s independent registered public accounting firm for the fiscal year ending December 31, 2026, with 7,230,943 votes for and 602,361 against.
Citizens Community Bancorp Inc. director Francis E. Felber reported an internal restructuring of how his shares are held, rather than an open-market trade. On September 9, 2025, Ag Risk Managers LLC, an entity of which he is a member and president, distributed its Citizens Community Bancorp common stock to its members.
Felber received 3,845 shares from this LLC distribution, reflecting his pecuniary interest. Following the transactions reported for that date, he held 23,795 shares directly, 12,690 shares indirectly through a self-directed IRA, and 0 shares indirectly through the LLC. The Form 4 characterizes the LLC-related movements as “Other acquisition or disposition,” indicating entity-level restructuring rather than a conventional purchase or sale.
Citizens Community Bancorp Inc. has a new 6.3% shareholder group led by community banking executive Gale Hoese and several Schornack and Retka family members. As of June 2, 2026, they may be deemed to beneficially own 611,987.11 shares of common stock out of 9,644,112 shares outstanding as of May 6, 2026.
The group says it acquired the stake for investment purposes and believes the shares are undervalued relative to Citizens Community’s intrinsic value, long-term earnings potential, and franchise value. Members describe themselves as experienced community banking operators and view the bank’s deposit base, credit discipline, and Wisconsin and Minnesota footprint as attractive.
They state they may buy more shares or sell some in open-market or private transactions depending on price, company developments, and market conditions. They may also discuss strategy, governance, capitalization, ownership structure, and possible extraordinary transactions such as mergers or recapitalizations with management, the board, other shareholders, or industry participants.
Citizens Community Bancorp CEO and President Stephen M. Bianchi reported an option exercise involving company stock. He exercised a Common Stock Option to acquire 5,000 shares of common stock at $11.00 per share, converting a derivative position into directly held shares.
Following the transaction, he holds 92,604 common shares directly. A separate holding entry shows an additional 53,480 common shares held indirectly through his self-directed IRA. The filing shows no open-market purchases or sales, only the option exercise and updated holdings.
Citizens Community Bancorp Inc. executive vice president and CFO James S. Broucek exercised stock options for 2,000 shares of common stock at $13.6000 per share. Following the exercise, he directly owns 24,096 common shares and indirectly holds 43,314 shares through a self-directed IRA. He also continues to hold 6,000 common stock options, which are scheduled to expire on October 31, 2027. These options were granted under the company’s 2008 Equity Incentive Plan.
Citizens Community Bancorp Inc. director James D. Moll reported open-market sales of 2,000 shares of common stock on May 18, 2026. The shares were sold in multiple transactions at prices between $20.50 and $20.75 per share.
Following these sales, Moll continues to own shares of Citizens Community Bancorp, including 10,624 shares held indirectly through his self-directed IRA.
Citizens Community Bancorp Inc. director Francis E. Felber reported an open-market purchase of 500 shares of common stock at $20.60 per share. After this transaction, he holds 21,450 shares directly.
He also reports indirect holdings of 7,690 shares through Ag Risk Managers LLC and 12,690 shares in a self-directed IRA, where he disclaims beneficial ownership except to the extent of his pecuniary interest.
AllianceBernstein L.P. filed an amendment to its Schedule 13G/A reporting beneficial ownership of 147,558 shares of Citizens Community Bancorp Inc. (CZWI), representing 1.5% of the class. The filing states AllianceBernstein holds sole voting and sole dispositive power over these shares for client discretionary accounts.