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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, Inc. reported first quarter 2026 net income of $15.2 million and diluted EPS of $0.81, down from $40.3 million and $2.65 in fourth quarter 2025 as merger-related expenses weighed on results. Core diluted EPS (non‑GAAP) was much higher at $2.75, reflecting $51.5 million of core net income.
On February 13, 2026, Nicolet completed its acquisition of MidWestOne, issuing about 6.6 million shares valued at $1.0 billion and adding $6.1 billion in assets, $4.4 billion in loans, $5.3 billion in deposits and roughly $0.5 billion of goodwill. Period‑end assets rose to $15.6 billion and loans to $10.9 billion, while net interest margin improved to 3.98%.
The company announced an all‑cash sale of its Denver branches (about $390 million in loans and $380 million in deposits) to Sunwest Bank, expected to close in third quarter 2026, subject to approvals. The board increased the quarterly dividend by 13% to $0.36 per share, payable June 15, 2026 to shareholders of record on June 1, 2026.
Nicolet Bankshares executive William M. Bohn reported a routine tax-withholding share disposition. On April 15, 2026, 940 shares of Common Stock were withheld at $156.70 per share to satisfy taxes on vested restricted stock. After this non-market transaction, he directly holds 16,585 shares, and a footnote states he also owns 158 shares through the Employee Stock Purchase Plan.
Nicolet Bankshares is asking shareholders to elect 12 directors, ratify Forvis Mazars, LLP as auditor for 2026, and approve executive pay on an advisory basis at its virtual annual meeting on May 18, 2026.
Management highlights 2025 as a record year, with net income of $151 million versus $124 million in 2024 and diluted EPS rising to $9.78 from $8.05. Return on average assets reached 1.68% and return on average tangible common equity was 18.53%, supported by core deposit growth of $497 million (7%) and loan growth of $210 million (3%).
The company completed its acquisition of MidWestOne Financial Group on February 13, 2026 and plans to delay core system integration by about six months, expecting merger-related accounting, one-time costs, and phased cost savings to add volatility to 2026 results while emphasizing underlying “core” performance. Governance materials describe a largely independent board, active risk oversight, and human capital initiatives, including a 401(k) match up to 6% and expanded training.
Nicolet Bankshares director Robert Bruce Atwell reported a series of transactions in company stock. He exercised options to acquire 10,000 shares of Common Stock at an exercise price of $56.43 per share, converting a Stock Option (Right to Buy) into actual shares.
To cover obligations related to the exercise, 6,691 shares were disposed of as a tax-withholding transaction at a reported weighted-average price of about $150.28 per share. He also executed open-market sales totaling 3,309 shares of Common Stock at prices ranging from roughly $149.49 to $150.265 per share, as detailed in the filing.
Following these transactions, Atwell directly holds 34,054 shares of Common Stock. He also has an additional 554.562 shares held indirectly through the Nicolet National Bank Deferred Compensation Plan for Non-employee Directors. A separate option line shows 47,500 Stock Options outstanding after the exercise.
Robert Atwell submitted a Rule 144 notice concerning proposed sales of Common shares of the issuer. The filing lists a Stock Option Exercise for 3,309 shares on 03/12/2026 and discloses sales in the prior three months of 3,331 shares on 03/05/2026 and 6,396 shares on 02/18/2026, with dollar amounts reported for each sale.
Nicolet Bankshares director Robert Bruce Atwell reported several transactions in company stock on March 5, 2026. He exercised 10,000 stock options, acquiring 10,000 shares of common stock at $56.43 per share through a derivative exercise.
To cover the exercise price or tax obligations, 6,669 shares of common stock were disposed of at $151.93 per share in a tax-withholding transaction. He also completed open-market sales of 2,815 shares at $150.52, 400 shares at $151.34, and 116 shares at $152.05, with some sales executed at weighted average prices across stated ranges.
Following these transactions, Atwell directly owns 34,054 shares of common stock and holds 57,500 nonqualified stock options that are currently exercisable. He also has indirect ownership of 554.562 shares through the Nicolet National Bank Deferred Compensation Plan for non-employee directors.
Robert Atwell filed a Form 144 to sell 3,331 shares of common stock on 03/05/2026. The filing states the sale arises from a stock option exercise for cash.
The filing also discloses prior sales of 6,396 shares on 02/18/2026 for $994,357.75, reported in the “Securities Sold During The Past 3 Months” section.
Nicolet Bankshares, Inc. reports strong 2025 results and outlines its banking, wealth and insurance operations. At December 31, 2025, the company had total assets of $9.2 billion, loans of $6.8 billion, deposits of $7.7 billion and stockholders’ equity of $1.3 billion.
For 2025, Nicolet earned record net income of $151 million, or $9.78 per diluted share, while operating primarily through Nicolet National Bank and 57 branches, expanding to 114 branches after acquiring MidWestOne on February 13, 2026. MidWestOne reported approximately $6 billion in assets, $5 billion in loans and $5 billion in deposits at December 31, 2025.
As of June 30, 2025, nonaffiliate common stock had an aggregate market value of about $1.6 billion based on a $123.48 NYSE share price, and 21,366,851 shares were outstanding as of February 26, 2026. The filing also details regulatory capital requirements, confirms the bank’s well-capitalized status, and discusses extensive risk factors, technology and cybersecurity, competition, human capital and regulatory oversight.
Nicolet Bankshares director Robert Bruce Atwell reported several equity transactions in the company’s stock. He exercised 15,000 stock options, converting them into 15,000 shares of common stock at $48.85 per share. A portion of the resulting shares, 8,604 shares, was disposed of to cover tax obligations at a weighted average price of $155.17, and 6,396 shares were sold in open-market transactions at a weighted average price of $155.47, with individual sales occurring between $154.898 and $155.824. After these transactions, he held 34,054 shares of common stock directly and 554.562 shares indirectly through the Nicolet National Bank Deferred Compensation Plan for non‑employee directors.