SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: FIRST BUSINESS FINANCIAL SERVICES, INC.
Reporting Period: Quarter ended September 30, 2019.
Filing Date: October 29, 2019.
Report Type: 13F Holdings Report (Full disclosure of holdings).
Location: Madison, WI.
Key Financial Metrics
Note: Form 13F filings disclose equity holdings and do not report the manager's internal financial performance (revenue, profit, cash flow, or debt).
- Total Value of Reported Holdings: $584,991,000 (584,991 thousands).
- Total Number of Holdings: 118 entries.
- Other Included Managers: 0 (No other managers included in this report).
- Revenue, Profit, Margins, Debt, Liquidity: The filing text does not provide a clear value for these metrics as they are not required in a Form 13F.
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 is a regulatory disclosure of securities holdings and does not contain forward-looking statements or operational risk analysis.
Key Facts for Investor Verification
- Verify the total portfolio value of approximately $585 million against the manager's total assets under management (AUM) to determine if this represents the full portfolio or a subset.
- Confirm the 118 holdings listed in the full schedule to understand sector concentration and top positions.
- Note that this filing reflects holdings as of September 30, 2019, and does not reflect subsequent trading activity.
- Recognize that this document does not disclose the financial health or liquidity of First Business Financial Services, Inc. itself.