Welcome to our dedicated page for First Business Finl Svcs W SEC filings (Ticker: FBIZ), 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.
The First Business Financial Services, Inc. (FBIZ) SEC filings page provides access to the company’s regulatory disclosures as a Wisconsin-based bank holding company listed on Nasdaq. Through these filings, investors can review how First Business Financial Services, Inc. reports its commercial banking, specialty finance, and Private Wealth activities, as well as its capital and dividend decisions.
Recent Form 8-K filings document quarterly earnings announcements, including detailed discussions of net interest income, non-interest income, loan and deposit growth, net interest margin, and credit quality metrics. These 8-Ks also reference investor presentations posted under the Investor Relations section of the company’s website, which provide overviews of operating performance, financial condition, and business strategy. Additional 8-Ks disclose board actions on quarterly cash dividends for common stock and 7% Series A Preferred Stock.
On this page, users can track FBIZ’s current and historical filings from the SEC’s EDGAR system, including annual reports on Form 10-K and quarterly reports on Form 10-Q when available, as well as current reports on Form 8-K. Filings related to investor presentations and earnings releases help clarify how the company communicates its results and outlook to shareholders and analysts.
Stock Titan enhances these documents with AI-powered summaries that explain key sections, highlight important figures and trends, and clarify technical language. Users can also review insider and executive transaction disclosures on forms such as Form 4 when filed, alongside the company’s periodic and current reports, to build a more complete view of FBIZ’s regulatory profile.
FIRST BUSINESS FINANCIAL SERVICES, INC. Chief Information Officer Daniel Ovokaitys reported two transactions in company common stock on February 16, 2026. He received a grant of 595 shares at no cost and had 406 shares withheld at $58.36 per share to cover tax obligations, leaving him with 9,381 shares held directly.
FIRST BUSINESS FINANCIAL SERVICES, INC. executive James Edward Hartlieb, President and CEO of First Business Bank, reported mixed share movements in company common stock. He received a grant or award acquisition of 715 shares on February 16, 2026, at a stated price of $0.0000 per share. On the same date, 392 shares were disposed of in a tax-withholding transaction at $58.36 per share to cover exercise price or tax liabilities, leaving him with 30,072.874 directly owned shares.
FIRST BUSINESS FINANCIAL SERVICES, INC. Chief Credit Officer Bradley A. Quade reported routine equity compensation activity. He acquired 735 shares of common stock as a grant or award, and 420 shares were disposed of to cover tax obligations at a price of $58.36 per share, leaving him with 14,938 directly owned shares.
FIRST BUSINESS FINANCIAL SERVICES, INC. chief risk officer Laura M. Garcia reported stock-based compensation and a related tax transaction. She acquired 605 shares of common stock on February 16, 2026 as a grant at $0.00 per share, then disposed of 398 shares on the same date at $58.36 per share to cover tax obligations. After these Form 4-reported transactions, her directly owned common stock holdings totaled 3,450 shares.
FIRST BUSINESS FINANCIAL SERVICES, INC. President - Specialty Finance, Niamh M. Kristufek, reported mixed share movements. On 2026-02-16, she received a grant of 660 shares of common stock at $0.00 per share and disposed of 254 shares at $58.36 per share for tax withholding. After these transactions, she directly owned 3,336 common shares.
FIRST BUSINESS FINANCIAL SERVICES, INC. Chief Accounting Officer Kevin D. Crampton reported equity compensation activity in company common stock. On February 16, 2026, he acquired 610 shares through a grant or award at no cash cost, and 101 shares were disposed of to cover tax obligations at $58.36 per share. After these transactions, he directly owned 2,401 common shares.
First Business Financial Services, Inc. reported that officer Niamh M. Kristufek, President - Specialty Finance, beneficially owns 2,930 shares of the company’s common stock. These shares are held directly and are shown as of January 30, 2026 in this Form 3 ownership report.
First Business Financial Services, Inc. filed a quarterly Form 13F-HR detailing its institutional investment holdings. The report states that the firm is filing a full 13F holdings report, meaning all of its reportable positions are included.
The filing lists a total of 168 separate investment entries in the Form 13F information table, with an aggregate reported value of $1,089,042,171, rounded to the nearest dollar. No other investment managers are included in this report, indicating First Business Financial Services, Inc. is reporting solely on its own managed positions.
First Business Financial Services, Inc. filed a current report stating that on February 3, 2026, it posted a new investor presentation on its website under the Investor Relations section. The slides give an overview of the company’s recent operating performance, financial condition, and business strategy.
The company plans to use this presentation when executives speak with shareholders, analysts, and other third parties. The slide deck is included as Exhibit 99.1 and is being furnished under Regulation FD, meaning it is not considered filed for liability purposes or automatically incorporated into other securities filings unless specifically referenced.
First Business Financial Services, Inc. reported a planned board transition. Director Ralph R. Kauten notified the company that he will retire from the Board of Directors at the conclusion of the 2026 Annual Meeting of Shareholders, expected on or about April 24, 2026.
Mr. Kauten has served on the board since 2018 and is retiring in line with the company’s Director Retirement Policy upon reaching age 75. The company stated that his retirement does not involve any disagreement on operations, policies, or practices. Jason R. Graham will succeed Mr. Kauten as Chair of the Audit Committee upon his retirement.