SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: FIRST BUSINESS FINANCIAL SERVICES, INC.
Reporting Period: Quarter ended December 31, 2013.
Filing Date: January 31, 2014.
Report Type: 13F Holdings Report (Full holdings reported).
Location: Madison, WI.
Key Financial Metrics
Total Value of Reported Holdings: $240,304,000 (240,304 thousands).
Total Number of Holdings: 61 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, debt, or liquidity metrics.
Material Changes
The filing text does not provide comparative data for the prior period; therefore, material changes in holdings value or composition cannot be determined from this document alone.
Guidance, Outlook, and Risks
This filing is a statutory disclosure of securities holdings and does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the reporting manager's operations.
Investor Verification Checklist
- Verify the total portfolio value of $240.3 million against the manager's 10-K or 10-Q filings for operational context.
- Review the specific 61 holdings listed in the full schedule to assess sector concentration.
- Confirm the identity of the signatory, Joan A. Burke (President, First Business Trust & Investments), and her authorization.
- Check for any subsequent amendments filed after January 31, 2014.