FBIZ Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 6.30%

Insider Buying (Last 12 Months): $23,158.65

Insider Selling (Last 12 Months): $2,324,359.55

First Business Financial Services Insider Trading History Chart

First Business Financial Services Share Price & Price History

^$45.96

▼ -2.97 (-6.07%)

As of 12/18/2024 06:27 PM ET

Days: 30 | 90 | 365

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First Business Financial Services Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
11/19/2024	William Kent Lorenz	Director	Sell	1,000	$49.00	$49,000.00	8,341
11/7/2024	Corey A Chambas	CEO	Sell	40,000	$48.81	$1,952,400.00	112,750
10/31/2024	James Edward Hartlieb	CEO	Sell	6,344	$43.15	$273,743.60	28,162
10/30/2024	Carol P. Sanders	Director	Buy	134	$44.77	$5,999.18	11,136
7/30/2024	Carol P. Sanders	Director	Buy	129	$45.85	$5,914.65	11,002
5/21/2024	Kevin D Crampton	CAO	Buy	154	$34.15	$5,259.10	1,257
5/13/2024	William Kent Lorenz	Director	Sell	1,345	$34.51	$46,415.95	9,836
5/10/2024	William Kent Lorenz	Director	Sell	80	$35.00	$2,800.00	11,181
1/30/2024	Carol P. Sanders	Director	Buy	156	$38.37	$5,985.72	10,043
10/31/2023	Carol P. Sanders	Director	Buy	193	$31.08	$5,998.44	9,887
8/29/2023	Jodi A Chandler	Insider	Sell	6,604	$31.83	$210,205.32	19,450
8/1/2023	Carol P. Sanders	Director	Buy	177	$33.90	$6,000.30	9,694
6/15/2023	Gerald L Kilcoyne	Director	Buy	6,000	$30.55	$183,300.00	64,706
5/5/2023	Carla C. Chavarria	Director	Buy	1,000	$26.00	$26,000.00	5,631
3/23/2023	John J Harris	Director	Buy	1,000	$30.73	$30,730.00	12,440
12/12/2022	Barbara Mccarty Conley	General Counsel	Sell	3,005	$37.50	$112,687.50	27,002
8/4/2022	Gerald L Kilcoyne	Director	Buy	5,000	$32.99	$164,950.00	57,501
4/14/2022	Carla C. Chavarria	Director	Buy	755	$33.27	$25,118.85	3,966
3/9/2022	Carol P. Sanders	Director	Buy	190	$31.85	$6,051.50

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SEC Filings (Institutional Ownership Changes) for First Business Financial Services (NASDAQ:FBIZ)

60.07% of First Business Financial Services stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

First Business Financial Services Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/27/2024	Franklin Resources Inc.	89,066	$3.95M	0.0%	-14.4%	1.073%
11/19/2024	Barclays PLC	27,909	$1.27M	0.0%	+43.8%	0.336%
11/16/2024	Geode Capital Management LLC	173,404	$7.91M	0.0%	+1.3%	2.089%
11/15/2024	Barclays PLC	27,909	$1.27M	0.0%	+43.8%	0.336%
11/15/2024	Jane Street Group LLC	5,024	$0.23M	0.0%	-33.1%	0.061%
11/15/2024	State Street Corp	136,690	$6.23M	0.0%	+1.9%	1.647%
11/15/2024	Hotchkis & Wiley Capital Management LLC	65,879	$3M	0.0%	-24.7%	0.794%
11/15/2024	Banc Funds Co. LLC	401,626	$18.31M	2.0%	-8.6%	4.839%
11/14/2024	Martingale Asset Management L P	12,214	$0.56M	0.0%	-15.9%	0.147%
11/14/2024	Fourthstone LLC	8,524	$0.39M	0.1%	N/A	0.103%
11/14/2024	De Lisle Partners LLP	66,774	$3.04M	0.5%	+43.3%	0.805%
11/13/2024	The Manufacturers Life Insurance Company	267,405	$12.19M	0.0%	-2.7%	3.222%
11/8/2024	Connor Clark & Lunn Investment Management Ltd.	6,924	$0.32M	0.0%	N/A	0.083%
11/8/2024	Segall Bryant & Hamill LLC	36,345	$1.66M	0.0%	N/A	0.438%
11/6/2024	Empowered Funds LLC	42,865	$1.95M	0.0%	-2.9%	0.517%
11/6/2024	First Business Financial Services Inc.	365,912	$16.68M	1.7%	+3.4%	4.411%
11/5/2024	GSA Capital Partners LLP	9,900	$0.45M	0.0%	+38.3%	0.119%
10/24/2024	Wealth Enhancement Advisory Services LLC	12,112	$0.55M	0.0%	-6.0%	0.146%
10/23/2024	Beese Fulmer Investment Management Inc.	4,750	$0.22M	0.0%	N/A	0.057%
10/23/2024	Riverwater Partners LLC	12,244	$0.53M	0.3%	-5.0%	0.148%
10/16/2024	ERn Financial LLC	4,615	$0.21M	0.0%	N/A	0.056%
10/11/2024	Creative Planning	4,748	$0.22M	0.0%	N/A	0.057%
10/3/2024	SG Americas Securities LLC	2,733	$0.13M	0.0%	N/A	0.033%
8/16/2024	Pacific Ridge Capital Partners LLC	163,049	$6.03M	1.4%	-4.0%	1.967%
8/15/2024	The Manufacturers Life Insurance Company	274,936	$10.17M	0.0%	-0.7%	3.317%
8/14/2024	Squarepoint Ops LLC	5,519	$0.20M	0.0%	N/A	0.067%
8/12/2024	Hsbc Holdings PLC	13,101	$0.47M	0.0%	-5.3%	0.158%
8/9/2024	Renaissance Technologies LLC	153,765	$5.69M	0.0%	+0.2%	1.855%
8/9/2024	Dimensional Fund Advisors LP	537,808	$19.89M	0.0%	+1.5%	6.488%
8/8/2024	Federated Hermes Inc.	66,423	$2.46M	0.0%	-0.4%	0.801%
8/3/2024	First Business Financial Services Inc.	353,718	$13.08M	1.4%	+1.2%	4.267%
7/26/2024	Bank of New York Mellon Corp	37,891	$1.40M	0.0%	+5.6%	0.457%
7/19/2024	Riverwater Partners LLC	12,895	$0.48M	0.4%	-9.7%	0.156%
5/16/2024	California State Teachers Retirement System	790	$30K	0.0%	-38.9%	0.010%
5/15/2024	Price T Rowe Associates Inc. MD	18,946	$0.71M	0.0%	+2.8%	0.229%
5/15/2024	Lazard Asset Management LLC	1,604	$60K	0.0%	N/A	0.019%
5/15/2024	Quadrature Capital Ltd	6,674	$0.25M	0.0%	N/A	0.081%
5/10/2024	Vanguard Group Inc.	361,070	$13.54M	0.0%	+2.1%	4.356%
5/9/2024	Pacific Ridge Capital Partners LLC	169,903	$6.37M	1.4%	+1.7%	2.050%
5/7/2024	SG Americas Securities LLC	2,761	$0.10M	0.0%	-35.5%	0.033%
5/7/2024	Empowered Funds LLC	41,101	$1.54M	0.0%	+7.8%	0.496%
5/1/2024	BNP Paribas Financial Markets	3,930	$0.15M	0.0%	+73.1%	0.047%
2/14/2024	Vista Investment Management	52,410	$2.10M	1.0%	+0.6%	0.631%
2/14/2024	Cutler Capital Management LLC	152,514	$6.12M	2.5%	+0.2%	1.835%
2/13/2024	Tower Research Capital LLC TRC	762	$31K	0.0%	-47.3%	0.009%
2/13/2024	The Manufacturers Life Insurance Company	287,596	$11.53M	0.0%	-3.9%	3.461%
2/12/2024	Pacific Ridge Capital Partners LLC	167,009	$6.70M	1.4%	-1.3%	2.010%
2/7/2024	Dimensional Fund Advisors LP	525,683	$21.08M	0.0%	-0.1%	6.326%
2/1/2024	New York State Common Retirement Fund	3,866	$0.16M	0.0%	+70.7%	0.047%
1/31/2024	Federated Hermes Inc.	65,483	$2.63M	0.0%	+3.9%	0.788%
1/18/2024	Uncommon Cents Investing LLC	36,255	$1.45M	0.5%	+4.3%	0.436%
1/12/2024	SG Americas Securities LLC	4,280	$0.17M	0.0%	+28.1%	0.052%
1/11/2024	1834 Investment Advisors Co.	6,419	$0.26M	0.0%	N/A	0.077%
1/5/2024	Riverwater Partners LLC	14,490	$0.58M	0.5%	+2.7%	0.174%
11/14/2023	First Business Financial Services Inc.	355,552	$10.67M	1.4%	-2.0%	4.279%
11/13/2023	Federated Hermes Inc.	63,039	$1.89M	0.0%	-1.2%	0.759%
11/13/2023	Hsbc Holdings PLC	14,287	$0.42M	0.0%	-3.2%	0.172%
11/13/2023	Pacific Ridge Capital Partners LLC	169,134	$5.08M	1.2%	+2.7%	2.035%
11/7/2023	Barclays PLC	19,726	$0.59M	0.0%	-1.9%	0.237%
10/27/2023	Allspring Global Investments Holdings LLC	1,669	$50K	0.0%	-49.7%	0.020%
10/27/2023	River Oaks Capital LLC	94,600	$2.84M	4.2%	-2.7%	1.137%
10/18/2023	Riverwater Partners LLC	14,108	$0.42M	0.4%	+88.9%	0.170%
10/13/2023	SG Americas Securities LLC	3,342	$100K	0.0%	N/A	0.040%
8/15/2023	Vista Investment Management	52,232	$1.54M	0.8%	+5.9%	0.628%
8/11/2023	Hotchkis & Wiley Capital Management LLC	84,069	$2.48M	0.0%	+17.3%	1.010%
8/11/2023	The Manufacturers Life Insurance Company	308,993	$9.11M	0.0%	+0.2%	3.714%
8/11/2023	Cutler Capital Management LLC	104,175	$3.07M	1.8%	-28.4%	1.252%
8/7/2023	Acadian Asset Management LLC	52,398	$1.54M	0.0%	-5.4%	0.630%
8/7/2023	First Business Financial Services Inc.	362,895	$10.70M	1.3%	+2.4%	4.362%
8/3/2023	John W. Rosenthal Capital Management Inc.	45,000	$1.33M	1.7%	-10.0%	0.541%
8/2/2023	Bank of Montreal Can	18,111	$0.58M	0.0%	N/A	0.218%
8/2/2023	LSV Asset Management	109,225	$3.22M	0.0%	+2.6%	1.313%
7/27/2023	EA Series Trust	31,914	$0.94M	0.0%	N/A	0.385%
5/12/2023	Johnson Financial Group Inc.	21,216	$0.65M	0.0%	-8.4%	0.256%
5/12/2023	Cutler Capital Management LLC	145,425	$4.44M	2.0%	+7.1%	1.754%
5/12/2023	Martingale Asset Management L P	14,625	$0.45M	0.0%	+94.4%	0.176%
5/11/2023	Acadian Asset Management LLC	55,398	$1.69M	0.0%	-21.1%	0.668%
5/9/2023	First Business Financial Services Inc.	354,515	$10.82M	1.4%	-0.1%	4.276%
5/8/2023	Federated Hermes Inc.	64,918	$1.98M	0.0%	+41.4%	0.783%
5/8/2023	Bailard Inc.	13,347	$0.41M	0.0%	+31.6%	0.161%
5/4/2023	Barclays PLC	22,442	$0.69M	0.0%	+9.0%	0.269%
5/2/2023	LSV Asset Management	106,425	$3.25M	0.0%	+15.9%	1.275%
5/2/2023	River Oaks Capital LLC	110,100	$3.36M	4.7%	-9.6%	1.319%
4/28/2023	SG Americas Securities LLC	3,356	$0.10M	0.0%	N/A	0.040%
4/13/2023	Allspring Global Investments Holdings LLC	3,222	$98K	0.0%	+16.6%	0.039%
2/14/2023	Dorsey Wright & Associates	794	$29K	0.0%	N/A	0.009%
2/14/2023	Pacific Ridge Capital Partners LLC	137,005	$5.01M	1.2%	-30.9%	1.625%
2/13/2023	Johnson Financial Group Inc.	23,172	$0.85M	0.1%	-47.8%	0.275%
2/13/2023	The Manufacturers Life Insurance Company	315,724	$11.54M	0.0%	-3.8%	3.745%
2/13/2023	Martingale Asset Management L P	7,524	$0.28M	0.0%	+10.3%	0.089%
2/13/2023	Banc Funds Co. LLC	458,694	$16.77M	1.5%	-20.0%	5.441%
2/10/2023	M3F Inc.	282,489	$10.33M	3.2%	-8.7%	3.351%
2/9/2023	First Trust Advisors LP	24,920	$0.91M	0.0%	-49.9%	0.296%
2/9/2023	Dimensional Fund Advisors LP	527,091	$19.27M	0.0%	+2.0%	6.252%
2/8/2023	LSV Asset Management	91,845	$3.36M	0.0%	-0.3%	1.090%
2/3/2023	River Oaks Capital LLC	121,800	$4.45M	5.1%	-4.2%	1.445%
2/3/2023	Mendota Financial Group LLC	800	$29K	0.0%	N/A	0.009%
2/2/2023	First Business Financial Services Inc.	355,045	$12.98M	1.7%	-1.5%	4.212%
2/2/2023	Bailard Inc.	10,143	$0.37M	0.0%	N/A	0.120%
2/1/2023	Legato Capital Management LLC	5,919	$0.22M	0.0%	N/A	0.070%

Data available starting January 2016

First Business Financial Services, Inc. operates as the bank holding company for First Business Bank that provides commercial banking products and services for small and medium-sized businesses, business owners, executives, professionals, and high net worth individuals in Wisconsin, Kansas, and Missouri. The company offers real estate lending, commercial and industrial lending, asset-based lending, accounts receivable financing, equipment financing loans and leases, floorplan financing, vendor financing, small business administration lending and servicing, treasury management solutions, and company retirement services. It also provides private wealth management for individuals, including creating and executing asset allocation strategies, trust and estate administration, financial planning, investment management, and access to brokerage and custody-only services. In addition, the company offers bank consulting consisting of investment portfolio administrative and asset liability management services, and commercial deposit accounts. The company was founded in 1909 and is headquartered in Madison, Wisconsin.

Today's Range

Now: $45.96

$45.44

$49.12

50 Day Range

MA: $47.61

$42.05

$51.47

52 Week Range

Now: $45.96

$32.56

$52.22

Volume

52,391 shs

Average Volume

16,999 shs

Market Capitalization

$381.24 million

P/E Ratio

9.86

Dividend Yield

2.02%

Beta

0.86

Who are the company insiders with the largest holdings of First Business Financial Services?: First Business Financial Services' top insider investors include:
Corey A Chambas (CEO)
Gerald L Kilcoyne (Director)
James Edward Hartlieb (CEO)
Jodi A Chandler (Insider)
John J Harris (Director)
William Kent Lorenz (Director)
Carol P Sanders (Director)
Carla C Chavarria (Director)
Kevin D Crampton (CAO)
Learn More about top insider investors at First Business Financial Services.
Who are the major institutional investors of First Business Financial Services?: First Business Financial Services' top institutional investors include:
Banc Funds Co. LLC — 4.84%
First Business Financial Services Inc. — 4.41%
The Manufacturers Life Insurance Company — 3.22%
Geode Capital Management LLC — 2.09%
State Street Corp — 1.65%
Franklin Resources Inc. — 1.07%
Learn More about top institutional investors of First Business Financial Services stock.
Which major investors are selling First Business Financial Services stock?: Within the last quarter, FBIZ stock was sold by these institutional investors:
Banc Funds Co. LLC
Hotchkis & Wiley Capital Management LLC
Franklin Resources Inc.
The Manufacturers Life Insurance Company
Jane Street Group LLC
Martingale Asset Management L P
Empowered Funds LLC
Wealth Enhancement Advisory Services LLC
During the last year, company insiders that have sold First Business Financial Services company stock include:
Corey A Chambas (CEO)
Gerald L Kilcoyne (Director)
James Edward Hartlieb (CEO)
Learn More investors selling First Business Financial Services stock.
Which major investors are buying First Business Financial Services stock?: In the previous quarter, FBIZ stock was purchased by institutional investors including:
Segall Bryant & Hamill LLC
De Lisle Partners LLP
First Business Financial Services Inc.
Fourthstone LLC
Barclays PLC
Barclays PLC
Connor Clark & Lunn Investment Management Ltd.
Beese Fulmer Investment Management Inc.
During the last year, these company insiders have bought First Business Financial Services stock:
Corey A Chambas (CEO)
Gerald L Kilcoyne (Director)
James Edward Hartlieb (CEO)
Jodi A Chandler (Insider)
John J Harris (Director)
Learn More investors buying First Business Financial Services stock.