SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: FIRST BUSINESS FINANCIAL SERVICES, INC.
Reporting Period: Quarter ended June 30, 2020.
Filing Date: July 31, 2020.
Report Type: 13F Holdings Report (Full holdings reported).
Location: Madison, WI.
Key Financial Metrics
Note: Form 13F-HR reports investment holdings, not the operating financial performance of the reporting manager.
- Total Value of Reported Holdings: $557,876,000 (557,876 thousands).
- Total Number of Holdings: 121 entries.
- Other Included Managers: 0.
- Revenue, Profit, Cash Flow, Debt, Liquidity: The filing text does not provide a clear value for these operating metrics as they are not required in a Form 13F-HR.
Material Changes
The filing text does not provide a clear value for material changes versus the prior comparable period. This form lists current holdings but does not explicitly detail period-over-period changes in the summary section provided.
Guidance, Outlook, and Risks
The filing text does not provide a clear value for guidance, outlook, management commentary, risks, contingencies, or unusual items. Form 13F-HR is a statutory disclosure of equity holdings and does not contain forward-looking statements or risk factors regarding the manager's operations.
Key Facts for Investor Verification
- Verify the total portfolio value of approximately $557.9 million against the manager's total assets under management (AUM) to determine if this represents the full portfolio or a specific segment.
- Confirm the identity of the 121 specific holdings listed in the full schedule (not included in this summary text) to assess sector concentration.
- Note that this filing reflects positions as of June 30, 2020, and does not reflect subsequent trading activity.