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.
Manulife-affiliated investment managers report a significant ownership stake in Citizens Community Bancorp Inc. Manulife Investment Management (US) LLC holds 488,509 shares of Citizens Community common stock, representing 5.06% of the class. Manulife Investment Management Limited holds 1,984 shares, or 0.02%.
The filing states that Manulife Financial Corporation, as the indirect parent of these subsidiaries, may be deemed to beneficially own the same shares. The percentages are based on 9,659,745 Citizens Community common shares outstanding as of November 4, 2025, as reported in the issuer’s Form 10-Q.
Wellington Management Group LLP and its affiliates filed a Schedule 13G reporting beneficial ownership of 691,414 shares of Citizens Community Bancorp, Inc. common stock, representing 7.2% of the class.
The filing shows Wellington entities with shared power to vote and dispose of these shares, and no sole voting or dispositive power. The securities are owned of record by clients of Wellington investment advisers, who are entitled to dividends and sale proceeds. Wellington certifies the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Citizens Community Bancorp.
Citizens Community Bancorp, Inc. filed a current report describing an upcoming investor outreach event. Chairman, President & CEO Stephen Bianchi and CFO James S. Broucek will meet with institutional investors at the 2026 CEO Forum hosted by Janney Montgomery Scott in Scottsdale, Arizona on February 4–5, 2026. During the forum, management will give a presentation on matters affecting the Company and its operating results.
The investor presentation is furnished as Exhibit 99.1 and is provided under Regulation FD, meaning it is intended to give fair public disclosure of the information shared at the conference. The Company also includes extensive cautionary language that the presentation and this report may contain forward-looking statements subject to numerous economic, financial, regulatory, geopolitical and operational risks, and refers readers to prior Form 10‑K and Form 10‑Q risk factor sections for more detail. The furnished materials are explicitly not deemed filed for liability purposes or automatically incorporated into other securities filings.
Citizens Community Bancorp vice president and controller Rebecca Johnson exercised a stock option for 2,000 shares of common stock on 01/23/2026 at an exercise price of $9.62 per share. The option, originally granted under the company’s 2008 Equity Incentive Plan, covered common stock with a par value of $0.01 per share.
Following the transaction, Johnson held 6,954 shares of Citizens Community Bancorp common stock directly and 12,841 shares indirectly through the Citizens Community Federal 401(k) Profit Sharing Plan. The exercised option position was reduced to zero derivative securities beneficially owned after this transaction.
Citizens Community Bancorp EVP/CFO James S. Broucek reported equity transactions in company stock. On January 22, 2026, he acquired 1,733 shares of common stock at $18.52 per share from the vesting and settlement of performance-based restricted stock units tied to operational results for the year ended December 31, 2025. On the same date, he surrendered 632 shares at $18.52 per share to cover withholding taxes on previously awarded restricted stock. After these transactions, he directly holds 22,096 shares of common stock and indirectly holds 43,314 shares through a self-directed IRA. He also holds a stock option for 8,000 shares at an exercise price of $13.60 per share, expiring on October 31, 2027.
Citizens Community Bancorp CEO and President Stephen M. Bianchi reported equity compensation activity in company stock. On January 22, 2026, he acquired 3,325 shares of common stock at $18.52 per share upon vesting and settlement of performance restricted stock units tied to operational results for the year ended December 31, 2025. On the same date, he surrendered 1,226 shares at $18.52 per share to cover withholding taxes on vested restricted stock.
After these transactions, Bianchi directly beneficially owned 82,604 shares of common stock and indirectly owned 53,480 shares through a self-directed IRA. He also held a stock option for 10,000 shares of common stock with an exercise price of $11 per share, expiring on June 24, 2026.
Citizens Community Bancorp, Inc. announced that it has issued a press release with its financial results for the three and twelve months ended December 31, 2025, along with an earnings supplement and presentation posted on its website. These materials are furnished as exhibits to this report.
The company’s board also declared a quarterly cash dividend of $0.105 per share on January 22, 2026, payable on February 20, 2026 to shareholders of record as of February 6, 2026. The earnings presentation will also be used, with an updated cover sheet, for the 2026 CEO Forum hosted by Janney Montgomery Scott.
Citizens Community Bancorp Inc. executive James S. Broucek, EVP/CFO/Treasurer/Secretary, reported a routine tax-related transaction involving company stock. On January 19, 2026, he surrendered 339 shares of common stock at $18.45 per share to cover withholding taxes due upon the vesting of previously granted restricted stock under the company’s 2018 Equity Incentive Plan. This was coded as an "F" transaction, meaning it was for tax withholding rather than an open-market sale.
After this transaction, Broucek beneficially owned 20,995 common shares directly, plus 43,314 common shares indirectly through his self-directed IRA, and held a stock option for 8,000 shares at an exercise price of $13.60 under the 2008 Equity Incentive Plan. The option vests in five equal 20% installments on October 31 of each year from 2018 through 2022.
Citizens Community Bancorp CEO and President Stephen M. Bianchi reported a small share surrender related to equity compensation. On 01/19/2026 he surrendered 663 shares of Citizens Community Bancorp common stock at $18.45 per share to cover withholding taxes due when previously awarded restricted stock vested under the company’s 2018 Equity Incentive Plan. After this transaction, he directly holds 80,505 common shares and indirectly holds 53,480 shares in a self-directed IRA. He also holds a stock option for 10,000 shares at an $11 exercise price, originally granted under the 2008 Equity Incentive Plan and fully vested in equal 20% installments from June 24, 2017 through June 24, 2021, with an expiration date of June 24, 2026.
Citizens Community Bancorp (CZWI) disclosed an insider transaction by its CEO and President (also a Director). On 11/05/2025, the insider exercised a common stock option (code M) for 5,000 shares at $11 per share. Following the transaction, 81,168 common shares were beneficially owned directly, and 53,480 shares were beneficially owned indirectly by IRA.
In derivatives, the filing lists 10,000 stock options beneficially owned following the reported activity. The exercised option was granted under the company’s 2008 Equity Incentive Plan, which vested in 20% increments from June 24, 2017 through June 24, 2021, and carries an expiration date of June 24, 2026.