SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: FIRST BUSINESS FINANCIAL SERVICES, INC.
Reporting Period: Quarter ended March 31, 2019.
Filing Date: April 30, 2019.
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: $560,973,000 (560,973 thousands).
- Total Number of Holdings: 105 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 approximately $561 million against the manager's latest 10-Q or 10-K for context on leverage or liquidity.
- Confirm the specific composition of the 105 holdings listed in the full schedule (not included in this summary text) to assess sector concentration.
- Check for any subsequent amendments to this filing, as the current document is not an amendment.
- Validate the signatory authority of Brendan Freeman, President of First Business Trust and Investment.