SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
Reporting Manager: FIRST BUSINESS FINANCIAL SERVICES, INC.
Reporting Period: Quarter ended March 31, 2015.
Filing Date: May 5, 2015.
Form Type: 13F Holdings Report (Institutional Investment Manager).
This filing discloses the equity securities held by the reporting manager at the end of the reporting period. It does not contain the company's own operational financial statements (e.g., revenue, profit, or cash flow).
Key Financial Metrics
As this is a Form 13F-HR, the filing reports investment holdings rather than the operating performance of First Business Financial Services, Inc. The following metrics relate to the portfolio managed by the entity:
- Total Value of Reported Holdings: $331,534,000 (331,534 thousands).
- Total Number of Holdings: 79 entries.
- Other Included Managers: 0.
Note: The filing text does not provide values for revenue, profit, cash flow, margins, debt, or liquidity for the reporting manager itself.
Material Changes
The filing text does not provide comparative data for the prior period (December 31, 2014) within this document. Therefore, material changes in holdings value or composition versus the prior comparable period cannot be determined from this source text alone.
Guidance, Outlook, and Risks
Management Commentary: None provided in this filing type.
Guidance/Outlook: Not applicable for Form 13F.
Risks/Contingencies: The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Key Facts for Investor Verification
- Verify the total portfolio value of $331.5 million against the manager's total assets under management (AUM) to determine if this report covers all holdings or only a subset.
- Confirm the specific equity positions within the 79 reported entries to assess sector concentration.
- Note that this document does not reflect the financial health of First Business Financial Services, Inc. as an operating bank or financial institution; it only reflects its role as an investment manager.
- Check subsequent filings (e.g., 10-Q or 10-K) for the operating financials of the parent company.