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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Citizens Community Bancorp's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Citizens Community Bancorp's regulatory disclosures and financial reporting.
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 35,463 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.
Citizens Community Bancorp, Inc. reported higher profitability for the three months ended March 31, 2026. Net income attributable to common stockholders rose to $3.8M from $3.2M a year earlier, and diluted earnings per share increased to $0.39 from $0.32.
Total interest and dividend income was $21.5M, while net interest income after credit loss provision reached $12.3M, up from $11.8M. Total assets grew to $1.82B, with loans receivable of $1.36B and deposits of $1.57B. The allowance for credit losses on loans increased slightly to $23.0M.
Citizens Community Bancorp Inc. director Timothy L. Olson reported an open-market purchase of 1,000 shares of common stock at $20.945 per share. Following this transaction, he directly owns 26,684 shares of Citizens Community Bancorp common stock.
Citizens Community Bancorp Inc. director Francis E. Felber reported an open-market purchase of 1,000 shares of common stock at $20.60 per share. After this trade, he holds 20,950 shares directly, with additional indirect holdings through Ag Risk Managers LLC and a self-directed IRA.
The filing notes that shares in the self-directed IRA are reported as indirect ownership and that Felber disclaims beneficial ownership of certain securities beyond his pecuniary interest, a standard legal clarification for Section 16 reporting.
Citizens Community Bancorp Inc. director Michael R. Conner bought additional company stock in an open-market transaction. On April 30, 2026, he purchased 1,100 shares of common stock at a weighted average price of $20.949 per share, bringing his direct holdings to 15,986 shares.
Citizens Community Bancorp Inc/WI (Common Stock) shows institutional disclosure by Vanguard Capital Management, which reports beneficial ownership of 521,624 shares representing 5.41% of the class as of 03/31/2026. The filing shows sole voting power over 60,403 shares and sole dispositive power over 521,624 shares. The filer states these holdings include securities held for Vanguard funds and client accounts, and cites affiliated entities that exercise voting or dispositive authority.
Citizens Community Bancorp, Inc. reported a year-end 2025 position highlighting strengthened capital and improving balance-sheet dynamics. Total assets were $1.782 billion, deposits $1.524 billion, and shareholders' equity was $187.9 million. The Bank’s loans totaled $1.343 billion and the allowance for credit losses was 1.67% of loans as of year-end 2025. Management reported a 3.15% net interest margin in the fourth quarter, a tangible capital ratio near 9%, renewed loan growth late in 2025, a 16% increase in the annualized dividend to $0.42/share (now quarterly), and 861,000 shares repurchased over the last two years.
Management emphasized liquidity (over $100 million interest-bearing cash at the Federal Reserve at year-end), concentrated non-performing loans in two large credits, and continued focus on capital deployment through dividends, repurchases and M&A. Forward-looking statements are qualified by the Form 10-K risk disclosures.