Nicolet Bankshares, Inc. filings document formal disclosures for a Wisconsin bank holding company and its common stock on the NYSE. Form 8-K reports cover operating and financial results, Regulation FD dividend announcements, material events, capital-structure matters, and exhibits tied to press releases and corporate actions.
Proxy materials describe board governance, executive compensation, equity awards, shareholder voting matters, and compensation tables. Transaction-related filings and written communications provide records of material agreements and proxy or prospectus disclosures within the company's bank-holding-company disclosure framework.
Nicolet Bankshares filed a Form 13F reporting institutional holdings with a total market value of $2,710,677,701 across 832 reported positions. The filing is signed by CFO H. Phillip Moore, Jr. on 05-14-2026 and lists related managers including Nicolet National Bank and Nicolet Advisory Services, LLC.
Nicolet Bankshares Chairman, President & CEO Michael E. Daniels reported an internal transfer of 7,738 shares of common stock on May 5, 2026. The shares were moved for no consideration from his direct holdings to the Daniels Revocable Trust, a bona fide gift classification.
According to the disclosure, Mr. Daniels is trustee of the trust, and he and his spouse are its sole beneficiaries, so he remains the beneficial owner of the securities held by the trust. The filing also notes separate indirect holdings by his spouse and in a 401(k) plan, and states that he owns 1,103 shares in the Employee Stock Purchase Plan as of the report date.
Nicolet Bankshares, Inc. reported first-quarter 2026 results that reflect its February acquisition of MidWestOne Financial Group and related one-time costs. Total assets rose to $15.6 billion from $9.2 billion at year-end 2025, with loans reaching $10.9 billion and deposits $12.6 billion.
Net income was $15.2 million versus $32.6 million a year earlier, as the company recorded $40.7 million in merger-related expenses and a higher $6.1 million provision for credit losses. Diluted earnings per share were $0.81 compared with $2.08 in first quarter 2025.
The MidWestOne deal added roughly $6.0 billion of assets and produced $467.1 million of new goodwill, bringing total goodwill to $834.5 million. The allowance for credit losses on loans increased to $133.4 million, or 1.23% of loans, supporting the enlarged loan portfolio and credit risk profile.
Nicolet Bankshares Inc. Chairman, President & CEO Michael E. Daniels reported an internal share transfer involving a bona fide gift. On April 30, 2026, he transferred 53,714 shares of common stock to the Daniels Revocable Trust for no consideration. He is trustee of the trust, and he and his spouse are its sole beneficiaries, so he remains the beneficial owner of these shares.
The filing also updates his indirect holdings, including shares held by his spouse and in a 401(k) plan, and notes that he owns 1,103 shares through the Employee Stock Purchase Plan as of the report date. The transactions do not represent open-market buying or selling.
NICOLET BANKSHARES INC director Susan L. Merkatoris reported a bona fide gift of 105 shares of Common Stock. The gift carried a stated price of $0.00 per share, reflecting that no cash changed hands. Following this charitable-style transfer, she directly holds 78,517 shares of the company’s common stock.
NICOLET BANKSHARES INC CFO Hubert Phillip Moore Jr. reported non-market transfers of common stock. On April 24, 2026, he recorded four bona fide gifts of 65 shares each, totaling 260 shares of common stock. Some of these gifts are shown as held indirectly "By Adult Son," and a footnote states he disclaims beneficial ownership and has no pecuniary interest in those holdings. The filing also shows 400 shares held indirectly in his spouse’s IRA and notes that 503 shares were acquired through the Employee Stock Purchase Plan. These are routine gifts rather than open‑market purchases or sales.
Nicolet Bankshares director Robert J. Weyers reported a small compensation-related share acquisition in company stock. On April 14, 2026, he acquired 6.356 shares of common stock at $158.42 per share indirectly through the Nicolet National Bank Deferred Compensation Plan for Non-employee Directors by deferring his first-quarter 2026 board fees.
Following this transaction, the plan held 9,801.431 shares for his benefit, including prior dividend reinvestments. The filing also lists additional indirect holdings in various Weyers family trusts and entities, along with a separate direct holding of 52,560 shares of common stock, showing his overall ownership exposure through both personal and family-related accounts.
Nicolet Bankshares director Donald J. Long Jr. reported a routine compensation-related share acquisition. He acquired 6.356 shares of Common Stock in the Nicolet National Bank Deferred Compensation Plan for Non-employee Directors by deferring his first-quarter 2026 board fees at $158.42 per share.
Following this transaction, his indirect holdings in the deferred compensation plan total 5,616.815 shares. Separately, he directly holds 80,684 shares of Nicolet Bankshares common stock. The plan holdings also include 11.834 shares previously received through dividend reinvestment.
Nicolet Bankshares director Robert Bruce Atwell reported routine equity compensation activity. He acquired 12.712 shares of common stock in the Nicolet National Bank Deferred Compensation Plan for Non-employee Directors by deferring his first quarter 2026 earned board fees at a reference price of $158.42 per share. Following this acquisition, the plan account held 568.446 shares. Separately, Atwell directly held 34,054 common shares. The filing notes that the plan holdings include 1.172 shares received through dividend reinvestment from a cash dividend paid on March 16, 2026.
Nicolet Bankshares director John Nicholas Dykema increased his indirect holdings through compensation. On April 14, 2026, he acquired 6.356 shares of common stock at $158.42 per share via the Nicolet National Bank Deferred Compensation Plan for Non-employee Directors by deferring his first-quarter 2026 board fees.
Following this grant, he held 9,671.239 shares through the deferred compensation plan, which includes 20.386 shares received as dividend reinvestment from a cash dividend paid on March 16, 2026. As of the same date, he also held 9,793 shares indirectly through the John Dykema 2020 Trust and 43,881 shares directly.