SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: FIRST BUSINESS FINANCIAL SERVICES, INC.
Address: 401 Charmany Drive, Madison, WI 53744
Reporting Period: Quarter ended March 31, 2025
Filing Date: April 16, 2025
Signatory: Dave Seiler, Chief Operating Officer
This filing is a Form 13F Holdings Report, disclosing the equity securities held by the institutional investment manager. The report covers 170 individual holdings entries.
Key Financial Metrics
Total Value of Reported Holdings: $1,016,958,419
Number of Holdings: 170
Other Included Managers: 0
Note: As a Form 13F filing, this document discloses portfolio holdings and does not contain the company's own operational financial metrics such as revenue, profit, cash flow, margins, debt, or liquidity. The filing text does not provide a clear value for these operational metrics.
Material Changes
The filing text does not provide a clear value for material changes versus the prior comparable period. Form 13F reports list current holdings but do 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. This form is a regulatory disclosure of holdings and does not include forward-looking statements or risk factors.
Investor Verification Checklist
- Verify the total reported value of $1,016,958,419 against the sum of individual security values in the full schedule.
- Confirm the 170 holdings entries align with the manager's stated investment strategy.
- Check for any subsequent amendments to this filing, as the current document is not marked as an amendment.
- Review the full list of securities to identify concentration risks in specific sectors or issuers.