SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: FIRST BUSINESS FINANCIAL SERVICES, INC.
Reporting Period: Quarter ended June 30, 2015.
Filing Date: July 31, 2015.
Report Type: 13F Holdings Report (Full disclosure of holdings).
Key Financial Metrics
Total Portfolio Value: $344,521,000 (reported in thousands).
Total Number of Holdings: 87 entries.
Other Included Managers: None.
Note: As a Form 13F-HR, this filing discloses equity holdings and does not contain the reporting manager's own revenue, profit, cash flow, margins, debt, or liquidity metrics. Those figures are not provided in this document.
Material Changes
This filing represents a snapshot of holdings as of June 30, 2015. The document does not provide comparative data against the prior quarter to calculate material changes in portfolio composition or value.
Guidance, Outlook, and Risks
The filing contains no management commentary, forward-looking guidance, risk factors, or discussion of contingencies. It is a statutory disclosure of securities held.
Investor Verification Checklist
- Verify the total portfolio value of $344.5 million against the firm's 10-Q or 10-K for the same period to assess asset allocation.
- Review the specific 87 holdings listed in the full schedule (not included in this summary text) to identify concentration risks.
- Confirm the identity of the signatory, Joan A. Burke (President, First Business Trust & Investments), and her authority to file.
- Check for any subsequent amendments to this filing if the portfolio changed significantly after July 31, 2015.