SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: FIRST BUSINESS FINANCIAL SERVICES, INC.
Address: 401 Charmany Drive, PO Box 44961, Madison, WI 53744
Reporting Period: Quarter ended June 30, 2022
Filing Date: August 2, 2022
Signatory: Brendan Freeman, President, Private Wealth
Report Type: 13F Holdings Report (Full holdings reported)
Key Financial Metrics
Note: Form 13F-HR reports investment holdings and does not disclose the reporting manager's internal financial performance (revenue, profit, cash flow, or debt).
- Total Value of Reported Holdings: $742,434,000 (742,434 thousands)
- Total Number of Holdings: 159 entries
- Other Included Managers: 0
Material Changes
The filing text does not provide comparative data for the prior period; therefore, material changes in holdings value or count cannot be determined from this document alone.
Guidance, Outlook, and Risks
This filing is a statutory disclosure of equity holdings and does not contain management commentary, forward-looking guidance, risk factors, or details on contingencies. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total portfolio value of $742.4 million against the firm's broader asset management disclosures.
- Confirm the specific composition of the 159 reported holdings to assess sector concentration.
- Check for any subsequent amendments to this filing, as the initial report may be updated.
- Note that this report covers only the "Private Wealth" segment managed by Brendan Freeman, not necessarily the entire corporate entity's balance sheet.