SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: FIRST BUSINESS FINANCIAL SERVICES, INC.
Reporting Period: Quarter ended June 30, 2014.
Filing Date: August 5, 2014.
Report Type: 13F Holdings Report (Full holdings reported).
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: $269,190,000 (269,190 thousands).
- Total Number of Holdings: 76 entries.
- Other Included Managers: 0.
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 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 commentary.
Investor Verification Checklist
- Verify the total portfolio value of $269.19 million against the manager's latest 10-Q or 10-K for context on total assets under management.
- Review the full Schedule 13F (not included in this summary) to identify specific top 10 holdings and sector concentration.
- Confirm if the 76 reported entries represent the entire portfolio or if other managers report additional holdings for this entity.
- Check for subsequent amendments filed after August 5, 2014, which may alter the reported positions.