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.
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 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.