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. filings document the regulatory disclosures of a Maryland bank holding company whose common stock trades on the Nasdaq Global Market under CZWI. Form 8-K reports furnish earnings releases, earnings supplements and presentations for Citizens Community Federal N.A., with disclosures on results of operations, net interest trends, loan and deposit activity, asset and credit quality, profitability and forward-looking statements.
Other filings record board-authorized capital actions, including cash dividends and stock repurchase programs, as well as Regulation FD presentations and director governance events. The definitive proxy statement covers board matters, executive compensation, shareholder voting topics and equity-award disclosures for named executive officers.
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.
Manulife Financial Corporation and its investment affiliates reported beneficial ownership stakes in First Watch Restaurant Group, Inc. Manulife Investment Management (US) LLC holds 3,345,977 shares (representing 5.43% of the class) and Manulife Investment Management Limited holds 11,973 shares (representing 0.02%), based on 61,644,885 shares outstanding as of May 1, 2026. The Schedule 13G filing states the holdings are reported by a parent and its indirect, wholly owned subsidiaries and includes signatures from authorized representatives.
Citizens Community Bancorp Inc. director James D. Moll reported open-market sales of 3,000 shares of common stock on 2026-05-14 at prices between $20.96 and $21.11 per share. After these transactions, he holds 36,563 shares directly and 10,624 shares indirectly through a self-directed IRA.
CZWI files a Form 144 reporting an intended sale of 5,000 shares of Common stock. The excerpt lists Charles Schwab & Co., Inc. as the broker and gives 05/14/2026 and a numeric amount of $105,675.00 alongside a listed figure of 9,644,112; trading venue is shown as Nasdaq.
Citizens Community Bancorp Inc. director Kathleen Skarvan reported insider purchases of common stock through the PK Skarvan Trust. On May 8, 2026, the trust bought 300 shares at $21.20 per share and 450 shares at $21.13 per share in open-market transactions, for a total of 750 shares. Following these transactions, Skarvan holds 8,601 shares directly, while the PK Skarvan Trust holds separate indirect positions of 2,050 and 1,750 shares of Citizens Community Bancorp common stock.