SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: FIRST BUSINESS FINANCIAL SERVICES, INC.
Reporting Period: Quarter ended September 30, 2017.
Filing Date: October 26, 2017.
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: $502,905,000 (502,905 thousands).
- Total Number of Holdings: 80 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 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 $502.9 million against the manager's latest 10-Q or 10-K for context on asset size.
- Confirm the 80 reported holdings represent the complete equity portfolio for the period.
- Check subsequent filings to track changes in the top holdings not detailed in this summary.
- Note that this filing does not disclose the manager's own liquidity, debt, or profitability.