SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: FIRST BUSINESS FINANCIAL SERVICES, INC.
Reporting Period: Quarter ended March 31, 2014.
Filing Date: May 5, 2014.
Report Type: 13F Holdings Report (Full disclosure of holdings).
Key Financial Metrics
Total Portfolio Value: $251,424,000 (reported in thousands).
Total Number of Holdings: 81 entries.
Other Included Managers: 0 (NONE).
Note: As a Form 13F-HR, this filing discloses equity holdings and does not contain the reporting manager's own revenue, profit, cash flow, margins, debt, or liquidity metrics. The filing text does not provide a clear value for these operational financial indicators.
Material Changes
This filing is a standard quarterly report and does not contain comparative data against the prior period (December 31, 2013) within the provided text. Consequently, material changes in holdings or portfolio value versus the prior comparable period cannot be determined from this document alone.
Guidance, Outlook, and Risks
Management Commentary: None provided in this filing type.
Guidance/Outlook: Not applicable; Form 13F is a regulatory disclosure of holdings, not a forward-looking earnings release.
Risks and Contingencies: The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness. No specific business risks or contingencies are detailed in the text.
Key Facts for Investor Verification
- Verify the total portfolio value of approximately $251.4 million against the manager's latest 10-Q or 10-K for context on asset allocation.
- Confirm the specific 81 equity holdings listed in the full schedule (not included in this summary text) to assess sector concentration.
- Note that this filing represents the complete holdings of the manager, as no other included managers were listed.
- Recognize that this document does not reflect the financial health (revenue, debt, etc.) of First Business Financial Services, Inc. itself, only its investment portfolio.