SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: FIRST BUSINESS FINANCIAL SERVICES, INC.
Reporting Period: Quarter ended March 31, 2018.
Filing Date: May 14, 2018.
Report Type: 13F Holdings Report (Full disclosure of holdings).
Key Financial Metrics
Total Portfolio Value: $538,445,000 (reported in thousands).
Total Number of Holdings: 80 entries.
Other Included Managers: 0 (NONE).
Note: As a Form 13F-HR, this filing discloses equity holdings and does not contain operational financial metrics such as revenue, profit, cash flow, margins, debt, or liquidity for the reporting manager itself.
Material Changes
The filing text does not provide comparative data against the prior period (December 31, 2017) to determine material changes in holdings or portfolio value. This form reports the snapshot of holdings at the end of the quarter only.
Guidance, Outlook, and Risks
This filing type does not include management commentary, forward-looking guidance, risk factors, or contingencies. It is a statutory disclosure of securities held.
Key Facts for Investor Verification
- Verify the total portfolio value of approximately $538.4 million against the firm's latest 10-Q or 10-K for context on asset allocation.
- Review the specific 80 holdings listed in the full schedule (not included in this summary text) to understand sector concentration.
- Confirm the identity of the signatory, Joan A. Burke (President, First Business Trust & Investments), and the filing date of May 14, 2018.
- Note that this report covers only the holdings managed by First Business Financial Services, Inc., with no other managers included.