nicolet national bank opened in november of 2000 as green bay’s newest community bank. nicolet national is dedicated to fostering the continued growth of green bay and the surrounding communities through a diverse array of products and services. nicolet national’s staff of experienced commercial and retail bankers is committed to understanding the financial needs of you and your business. by offering competitive solutions in commercial lending, private banking and retail banking, nicolet national is devoted to helping businesses and individuals achieve their financial goals. nicolet national bank distinguishes itself by providing unmatched customer service to each and every one of its clients. nicolet national offers localized, knowledgeable decision-making designed to create long-lasting relationships within the community. from multi-million dollar commercial loans, to small personal loans, nicolet national can deliver a customized solution to suit your needs. our staff understands th
Company profile
Ticker
NIC
Exchange
Website
CEO
Robert Bruc Atwell
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Nicolet Advisory Services, LLC • Nicolet Insurance Services, LLC • Nicolet Investments, Inc. • Nicolet Joint Ventures, LLC • Nicolet Financial Group, LLC • NNB Properties, LLC • 1st Source Solar 8, LLC ...
SEC advisor number
801-108012
FINRA CRD number
283940
AUM ?
$1.46 bn
(as of 31 Mar 22)
Accounts
7,956
(as of 31 Mar 22)
Employees
47
(25 investment advisory or research)
Address
Nicolet Bankshares
111 N WASHINGTON ST
GREEN BAY
WI 54301
111 N WASHINGTON ST
GREEN BAY
WI 54301
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
920 430 1400
NIC stock data
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Nicolet Bankshares, Inc. | Sole Member | 03/2016 | > 75% |
Lawson, Ann, Kuchera | Chief Financial Officer | 06/2016 | < 5% |
Madson, Patrick, Joseph | President | 03/2016 | < 5% |
Bobinski, Jill, Elizabeth | Chief Operations Officer | 01/2020 | < 5% |
Longlais, Adam, E | Chief Investment Officer | 01/2020 | < 5% |
Hufford, Joshua, M | Chief Compliance Officer | 01/2022 | < 5% |
Latest filings (excl ownership)
8-K
Nicolet Bankshares, Inc. Announces First Quarter 2024 Results
16 Apr 24
8-K
Regulation FD Disclosure
26 Mar 24
ARS
2023 FY
Annual report to shareholders
19 Mar 24
DEFA14A
Additional proxy soliciting materials
19 Mar 24
DEF 14A
Definitive proxy
19 Mar 24
10-K
2023 FY
Annual report
28 Feb 24
8-K
Nicolet Bankshares, Inc. Declares Cash Dividend to Shareholders
27 Feb 24
8-K
Nicolet Bankshares, Inc. Announces 2023 Results
16 Jan 24
8-K
Nicolet Bankshares, Inc. Declares Cash Dividend to Shareholders
21 Nov 23
10-Q
2023 Q3
Quarterly report
7 Nov 23
Latest ownership filings
3
WILLIAM M BOHN
19 Apr 24
4
Marcia M Anderson
17 Apr 24
4
ROBERT BRUCE ATWELL
17 Apr 24
4
HECTOR COLON
17 Apr 24
4
John Nicholas Dykema
17 Apr 24
4
Christopher J. Ghidorzi
17 Apr 24
4
ANDREW F HETZEL JR
17 Apr 24
4
BRENDA L JOHNSON
17 Apr 24
4
DONALD J LONG JR
17 Apr 24
4
Dustin James McClone
17 Apr 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q3 2023
41.8% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 112 |
Opened positions | 9 |
Closed positions | 6 |
Increased positions | 44 |
Reduced positions | 34 |
13F shares | Current |
---|---|
Total value | 366.01 bn |
Total shares | 6.20 mm |
Total puts | 3.40 k |
Total calls | 900.00 |
Total put/call ratio | 3.8 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 939.61 k | $65.57 bn |
NIC Nicolet Bankshares | 922.23 k | $64.35 mm |
Vanguard | 680.19 k | $47.46 bn |
FMR | 556.96 k | $38.86 bn |
Dimensional Fund Advisors | 521.79 k | $36.41 bn |
STT State Street | 333.81 k | $23.29 bn |
Alliancebernstein | 315.12 k | $21.99 bn |
Manufacturers Life Insurance Company, The | 290.20 k | $20.25 bn |
Geode Capital Management | 264.68 k | $18.47 bn |
NTRS Northern Trust | 134.16 k | $9.36 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
16 Apr 24 | Weyers Robert J | Common Stock | Grant | Acquire A | Yes | No | 77.66 | 62 | 4.81 k | 9,008 |
16 Apr 24 | Smith Oliver Pierce | Common Stock | Grant | Acquire A | Yes | No | 77.66 | 6 | 465.96 | 1,752 |
16 Apr 24 | McClone Dustin James | Common Stock | Grant | Acquire A | Yes | No | 77.66 | 94 | 7.30 k | 1,389 |
16 Apr 24 | Long Donald J JR | Common Stock | Grant | Acquire A | Yes | No | 77.66 | 81 | 6.29 k | 4,920 |
16 Apr 24 | Brenda L Johnson | Common Stock | Grant | Acquire A | Yes | No | 77.66 | 40 | 3.11 k | 379 |
News
Expert Outlook: Nicolet Bankshares Through The Eyes Of 4 Analysts
18 Apr 24
Stephens & Co. Maintains Equal-Weight on Nicolet Bankshares, Lowers Price Target to $88
18 Apr 24
Keefe, Bruyette & Woods Maintains Market Perform on Nicolet Bankshares, Raises Price Target to $86
18 Apr 24
Stephens & Co. Reiterates Equal-Weight on Nicolet Bankshares, Maintains $92 Price Target
17 Apr 24
Piper Sandler Maintains Neutral on Nicolet Bankshares, Lowers Price Target to $82.5
17 Apr 24