Nicolet Bankshares (NIC) director gifts 150 shares in bona fide gift
Rhea-AI Filing Summary
Nicolet Bankshares Inc. director Donald J. Long Jr. reported a bona fide gift of 150 shares of common stock on August 13, 2026. Following this gift, he holds 80,963 shares directly. He also has an indirect interest in 6,200.681 shares through the Nicolet National Bank Deferred Compensation Plan for Non-employee Directors, which includes 14.622 shares received via dividend reinvestment from a cash dividend paid on June 15, 2026.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 150 shares
Net Sell
2 txns
Insider
LONG DONALD J JR
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 150 | $0.00 | $0.00 |
| holding | Common Stock F1 | -- | -- | -- |
Holdings After Transaction:
Common Stock — 80,963 shares (Direct);
Common Stock — 6,200.681 shares (Indirect, By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors)
Footnotes (1)
- F1. Includes 14.622 shares received as dividend reinvestment in the Nicolet National Bank Deferred Compensation Plan for Non-employee Directors from Nicolet Bankshares, Inc. paid cash dividend on June 15, 2026.
Key Figures
Shares gifted: 150 shares
Gift transaction price: $0.00 per share
Direct holdings after gift: 80,963 shares
+3 more
6 metrics
Shares gifted
150 shares
Bona fide gift of common stock on August 13, 2026
Gift transaction price
$0.00 per share
Reported price for the bona fide gift transaction
Direct holdings after gift
80,963 shares
Direct common stock owned following the reported gift
Indirect holdings in plan
6,200.681 shares
Held by Nicolet National Bank Deferred Compensation Plan for Non-employee Directors
Dividend reinvestment shares
14.622 shares
Shares received via dividend reinvestment from June 15, 2026 cash dividend
Gifted shares counted as gifts
150 shares
Total shares reported as bona fide gifts in transaction summary
Key Terms
bona fide gift, Deferred Compensation Plan, dividend reinvestment
3 terms
bona fide gift financial
"transaction_code_description": "Bona fide gift""
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
Deferred Compensation Plan financial
"By Nicolet National Bank Deferred Compensation Plan For Non-employee Directors"
A deferred compensation plan is an arrangement where an employer agrees to pay part of an employee’s pay or bonus at a later date instead of immediately, often to reduce current tax bills or to tie rewards to long-term performance. For investors it matters because these promises create future cash obligations and influence executive incentives and retention; they can affect a company’s reported liabilities, cash flow planning and the risk profile if the business faces financial trouble.
dividend reinvestment financial
"Includes 14.622 shares received as dividend reinvestment in the Nicolet National Bank"
Dividend reinvestment is when the money earned from a company's profit sharing, called dividends, is automatically used to buy more shares of that company instead of being received as cash. This process helps investors grow their holdings over time without extra effort, much like using earned interest to buy more of a savings account. It encourages long-term investment growth by continuously increasing the amount of shares owned.
FAQ
What transaction did NIC director Donald J. Long Jr. report on this Form 4?
Donald J. Long Jr. reported a bona fide gift of 150 shares of Nicolet Bankshares Inc. common stock on August 13, 2026. The gift was reported at a per-share transaction price of $0.00, consistent with a non-cash transfer.
Was the reported NIC transaction a purchase or sale in the open market?
No, the reported transaction was a bona fide gift of 150 shares, coded as transaction type G. The per-share price is stated as $0.00, consistent with a non-market, non-cash transfer rather than an open-market trade.
Does this NIC Form 4 indicate trades under a Rule 10b5-1 trading plan?
The filing’s Rule 10b5-1 checkbox is not marked as affirming a trading plan, and there is no footnote stating that the gift occurred under such a plan. The reported transaction is characterized simply as a bona fide gift.
AI-generated analysis. How Rhea-AI works. Not financial advice.
