SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: FIRST BUSINESS FINANCIAL SERVICES, INC.
Reporting Period: Quarter ended September 30, 2018.
Filing Date: October 30, 2018.
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: $634,488,000 (634,488 thousands).
- Total Number of Holdings: 118 entries.
- Other Included Managers: 0 (None).
Material Changes
The filing text provided is a summary cover page and does not contain a comparative table of holdings versus the prior period. Therefore, specific material changes in individual positions or total portfolio value compared to the previous quarter cannot be determined from this document alone.
Guidance, Outlook, and Risks
This filing type does not include management commentary, forward-looking guidance, risk factors, or contingencies regarding the manager's operations. It strictly lists securities held.
Investor Verification Checklist
- Verify the total portfolio value of $634.5 million against the manager's 10-Q or 10-K filings for the same period to assess leverage and liquidity.
- Review the full Schedule 13F (not included in this summary) to identify the top 10 holdings and sector concentration.
- Compare the 118 reported holdings against the prior quarter's filing to calculate net buying or selling activity.
- Confirm that no other managers are reporting on behalf of this entity (listed as "NONE").