CZWI CFO exercises options for 2,000 shares
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.
Rhea-AI Filing Summary
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
2,000 shares exercised/converted
Exercise
3 txns
Insider
BROUCEK JAMES S
Role
EVP/CFO/Treasurer/Secretary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Common Stock Option (right to buy) | 2,000 | $13.60 | $27K |
| Exercise | Common Stock, par value $0.01 per share | 2,000 | $13.60 | $27K |
| holding | Common Stock, par value $0.01 per share | -- | -- | -- |
Holdings After Transaction:
Common Stock Option (right to buy) — 6,000 contracts (Direct);
Common Stock, par value $0.01 per share — 24,096 shares (Direct);
Common Stock, par value $0.01 per share — 43,314 shares (Indirect, By IRA)
Footnotes (2)
- F1. These shares are held in the reporting person's self-directed IRA.
- F2. The common stock option awarded under the Company's 2008 Equity Incentive Plan vests as follows: 20% of the shares vest on each of October 31, 2018, October 31, 2019, October 31, 2020, October 31, 2021 and October 31, 2022.
Key Figures
Options exercised: 2,000 shares
Exercise price: $13.6000 per share
Direct holdings after: 24,096 shares
+3 more
6 metrics
Options exercised
2,000 shares
Common stock options exercised on June 1, 2026 at $13.6000
Exercise price
$13.6000 per share
Strike price for exercised common stock options
Direct holdings after
24,096 shares
Common stock directly owned following the transaction
Indirect IRA holdings
43,314 shares
Common stock held through self-directed IRA
Options remaining
6,000 options
Common stock options outstanding after exercise
Option expiration
October 31, 2027
Expiration date for remaining common stock options
Key Terms
Common Stock Option (right to buy), self-directed IRA, 2008 Equity Incentive Plan, Exercise or conversion of derivative security
4 terms
Common Stock Option (right to buy) financial
"security_title: Common Stock Option (right to buy)"
self-directed IRA financial
"These shares are held in the reporting person's self-directed IRA."
2008 Equity Incentive Plan financial
"The common stock option awarded under the Company's 2008 Equity Incentive Plan vests as follows"
Exercise or conversion of derivative security financial
"transaction_code_description: Exercise or conversion of derivative security"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did CZWI EVP/CFO James S. Broucek report in this Form 4?
He reported exercising stock options for 2,000 shares of Citizens Community Bancorp common stock at $13.6000 per share, updating his direct and indirect shareholdings and disclosing remaining option holdings under the company’s 2008 Equity Incentive Plan.
What indirect CZWI holdings does James S. Broucek report in his Form 4?
He reports indirect ownership of 43,314 Citizens Community Bancorp shares through a self-directed IRA. The filing notes these shares are held in the reporting person’s self-directed IRA, indicating they are part of his retirement assets.
At what price were the CZWI stock options exercised in this filing?
The options were exercised at a price of $13.6000 per share for 2,000 shares of common stock. This price represents the option’s exercise or strike price specified under the original equity award terms.
How many CZWI stock options does James S. Broucek hold after this exercise?
Following the reported exercise, he holds 6,000 common stock options. These options relate to Citizens Community Bancorp common stock and are scheduled to expire on October 31, 2027, unless exercised earlier under the plan’s terms.
What plan governs the CZWI options exercised by James S. Broucek?
The exercised common stock options were awarded under Citizens Community Bancorp’s 2008 Equity Incentive Plan. Footnotes explain the vesting schedule for these awards, with portions vesting on specific October 31 dates from 2018 through 2022.
AI-generated analysis. How Rhea-AI works. Not financial advice.
