Michael Joseph Steppe
CIK 1666783 · CIO - Nicolet National Bank · last filed 2019-11-15
Michael Joseph Steppe is a CIO - Nicolet National Bank who has filed 10 SEC Form 4 insider transactions across 1 company since 2016. The most recent filing shows the insider exercised options covering $126.9K of NCBS on Nov 15, 2019. Across all open-market trades the lifetime net is −$509.7K, making them a net seller over the disclosed history.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
NCBS price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
111 NORTH WASHINGTON STREET
GREEN BAY, WI 54301
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| NICOLET BANKSHARES INC (NCBS) Delisted | CIO - Nicolet National Bank | 29,700 | $78.01 | $2.32M | -$509.7K | 10 | 2019-11-15 |
Recent Filings
10 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2019-11-15 | NICOLET BANKSHARES INC (NCBS) Delisted | Exer (M) | +7,600 | $126.9K | EDGAR |
| 2019-04-11 | NICOLET BANKSHARES INC (NCBS) Delisted | Tax (F) | −60 | -$3.6K | EDGAR |
| 2019-02-07 | NICOLET BANKSHARES INC (NCBS) Delisted | Sell (S) | −2,888 | -$160.9K | EDGAR |
| 2018-06-25 | NICOLET BANKSHARES INC (NCBS) Delisted | Exer (M) | +14,500 | $348.0K | EDGAR |
| 2018-04-12 | NICOLET BANKSHARES INC (NCBS) Delisted | Tax (F) | −49 | -$2.7K | EDGAR |
| 2017-06-19 | NICOLET BANKSHARES INC (NCBS) Delisted | Grant (A) | — | $0 | EDGAR |
| 2017-04-12 | NICOLET BANKSHARES INC (NCBS) Delisted | Tax (F) | −53 | -$2.5K | EDGAR |
| 2016-12-27 | NICOLET BANKSHARES INC (NCBS) Delisted | Grant (A) | — | $0 | EDGAR |
| 2016-05-06 | NICOLET BANKSHARES INC (NCBS) Delisted | Sell (S) | −2,000 | -$88.5K | EDGAR |
| 2016-05-05 | NICOLET BANKSHARES INC (NCBS) Delisted | Sell (S) | −6,000 | -$260.3K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.