SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: FIRST BUSINESS FINANCIAL SERVICES, INC.
Reporting Period: Quarter ended March 31, 2016.
Filing Date: May 9, 2016.
Report Type: 13F Holdings Report (Full disclosure of holdings).
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: $366,913,000 (366,913 thousands).
- Total Number of Holdings: 85 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 reports the aggregate portfolio status at the end of the quarter but does not include a comparative table of changes from the previous quarter within the provided text.
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 holdings and does not contain narrative commentary or forward-looking statements.
Key Facts for Investor Verification
- Verify the total portfolio value of approximately $367 million against the manager's total assets under management (AUM) to determine if this represents the full portfolio or a subset.
- Confirm the specific composition of the 85 holdings, as the provided text lists the count but not the individual securities.
- Note that this filing reflects positions as of March 31, 2016, and does not reflect subsequent trading activity.