SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: FIRST BUSINESS FINANCIAL SERVICES, INC.
Reporting Period: Quarter ended March 31, 2020.
Filing Date: April 30, 2020.
Report Type: 13F Holdings Report (Full disclosure of all holdings).
Key Financial Metrics
Note: Form 13F filings disclose equity holdings and do not report the manager's internal revenue, profit, cash flow, or debt.
- Total Value of Reported Holdings: $502,273,000 (502,273 thousands).
- Total Number of Holdings: 115 entries.
- Other Included Managers: 0 (NONE).
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 management commentary, guidance, outlook, or specific risk factors. The document includes a standard SEC disclaimer stating that the Commission has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total portfolio value of $502.3 million against the manager's latest 10-Q or 10-K for context on leverage or liquidity.
- Confirm the 115 holdings represent the complete portfolio, as no other managers are included in this report.
- Review the full Schedule 13F (not included in this summary) to identify specific sector concentrations or top 10 positions.
- Check for subsequent amendments, as this report reflects positions as of March 31, 2020.