NICOLET WEALTH MANAGEMENT

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Showing 704 results

Adviser
Type
Submitted
Adviser NICOLET BANKSHARES INC Type 4 Submitted
05/21/2025

NICOLET BANKSHARES INC
Director

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock Transaction Date05/20/2025 Shares404 Price$123.48 Shared Following2,576 OwshD
Adviser NICOLET BANKSHARES INC Type 4 Submitted
05/21/2025

NICOLET BANKSHARES INC
Director

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock Transaction Date05/20/2025 Shares404 Price$123.48 Shared Following34,220 OwshD
Adviser NICOLET BANKSHARES INC Type 4 Submitted
05/21/2025

NICOLET BANKSHARES INC
Director

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock Transaction Date05/20/2025 Shares404 Price$123.48 Shared Following3,796 OwshD
Adviser NICOLET BANKSHARES INC Type 4 Submitted
05/21/2025

NICOLET BANKSHARES INC
Director

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock Transaction Date05/20/2025 Shares404 Price$123.48 Shared Following12,303 OwshD
Adviser NICOLET BANKSHARES INC Type 4 Submitted
05/21/2025

NICOLET BANKSHARES INC
Director

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock Transaction Date05/20/2025 Shares404 Price$123.48 Shared Following43,881 OwshD
Adviser NICOLET BANKSHARES INC Type 4 Submitted
05/21/2025

NICOLET BANKSHARES INC
Director

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock Transaction Date05/20/2025 Shares404 Price$123.48 Shared Following8,351 OwshD
Adviser NICOLET BANKSHARES INC Type 4 Submitted
05/21/2025

NICOLET BANKSHARES INC
Director

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock Transaction Date05/20/2025 Shares404 Price$123.48 Shared Following8,622 OwshD
Adviser NICOLET BANKSHARES INC Type 4 Submitted
05/21/2025

NICOLET BANKSHARES INC
Director

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock Transaction Date05/20/2025 Shares404 Price$123.48 Shared Following671,893 OwshD
Adviser NICOLET BANKSHARES INC Type 4 Submitted
05/21/2025

NICOLET BANKSHARES INC
Director

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock Transaction Date05/20/2025 Shares404 Price$123.48 Shared Following80,684 OwshD
Adviser NICOLET BANKSHARES INC Type 8-K Submitted
05/20/2025
Adviser NICOLET BANKSHARES INC Type 13F-HR Submitted
05/14/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker65406E102 Stock NameNICOLET BANKSHARES INC $ Position$96.8 b % Position19.00 % $ Change109425.00 % # Shares888,335 # Change5.00 %
Stock Ticker78464A508 Stock NameSPDR PORTFOLIO S&P 500 VALUE ETF $ Position$55.3 b % Position11.00 % $ Change0.00 % # Shares1,083,225 # Change0.00 %
Stock Ticker78464A409 Stock NameSPDR PORTFOLIO S&P 500 GROWTH ETF $ Position$30.2 b % Position6.00 % $ Change-8.00 % # Shares375,568 # Change1.00 %
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF TRUST $ Position$12.5 b % Position3.00 % $ Change6619.00 % # Shares22,316 # Change6940.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$14.4 b % Position3.00 % $ Change-15.00 % # Shares64,752 # Change-5.00 %
Adviser NICOLET BANKSHARES INC Type 10-Q Submitted
04/29/2025
Adviser NICOLET BANKSHARES INC Type 4 Submitted
04/25/2025

NICOLET BANKSHARES INC
Director

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock Transaction Date04/23/2025 Shares20,000 Price$48.85 Shared Following53,816 OwshD
TitleCommon Stock Transaction Date04/23/2025 Shares13,808 Price$117.48 Shared Following40,008 OwshD
TitleCommon Stock Transaction Date04/23/2025 Shares3,014 Price$115.40 Shared Following36,994 OwshD
TitleCommon Stock Transaction Date04/23/2025 Shares2,704 Price$116.14 Shared Following34,290 OwshD
TitleCommon Stock Transaction Date04/23/2025 Shares464 Price$117.07 Shared Following33,826 OwshD
TitleCommon Stock Transaction Date04/23/2025 Shares10 Price$118.08 Shared Following33,816 OwshD

Derivatives

Title Conv. Ex. Price Transaction Date Sec. Title Shares Price Shared Fol. Owsh.
TitleStock Option (Right to Buy) Conv. Ex. Price$48.85 Transaction Date04/23/2025 Sec. TitleCommon Stock Shares20,000 Price$0.00 Shared Fol.55,000 Owsh.
Adviser NICOLET BANKSHARES INC Type 144 Submitted
04/23/2025
Adviser NICOLET BANKSHARES INC Type 4 Submitted
04/23/2025

NICOLET BANKSHARES INC
Director

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock Transaction Date04/21/2025 Shares3,600 Price$108.56 Shared Following78,318 OwshD
TitleCommon Stock Transaction Date04/21/2025 Shares100 Price$109.23 Shared Following78,218 OwshD
Adviser NICOLET BANKSHARES INC Type 4 Submitted
04/17/2025

NICOLET BANKSHARES INC
Officer

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock Transaction Date04/15/2025 Shares640 Price$105.14 Shared Following11,534 OwshD
Adviser NICOLET BANKSHARES INC Type 4 Submitted
04/17/2025

NICOLET BANKSHARES INC
Director

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock Transaction Date04/15/2025 Shares21 Price$105.14 Shared Following311 OwshI
Adviser NICOLET BANKSHARES INC Type 4 Submitted
04/17/2025

NICOLET BANKSHARES INC
Director

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock Transaction Date04/15/2025 Shares56 Price$105.14 Shared Following9,259 OwshI
Adviser NICOLET BANKSHARES INC Type 4 Submitted
04/17/2025

NICOLET BANKSHARES INC
Director

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock Transaction Date04/15/2025 Shares42 Price$105.14 Shared Following339 OwshI
Adviser NICOLET BANKSHARES INC Type 4 Submitted
04/17/2025

NICOLET BANKSHARES INC
Director

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock Transaction Date04/15/2025 Shares18 Price$105.14 Shared Following680 OwshI
Adviser NICOLET BANKSHARES INC Type 4 Submitted
04/17/2025

NICOLET BANKSHARES INC
Director

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock Transaction Date04/15/2025 Shares28 Price$105.14 Shared Following5,264 OwshI
Adviser NICOLET BANKSHARES INC Type 4 Submitted
04/17/2025

NICOLET BANKSHARES INC
Director

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock Transaction Date04/15/2025 Shares9 Price$105.14 Shared Following1,748 OwshI
Adviser NICOLET BANKSHARES INC Type 4 Submitted
04/17/2025

NICOLET BANKSHARES INC
Director

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock Transaction Date04/15/2025 Shares37 Price$105.14 Shared Following9,470 OwshI
Adviser NICOLET BANKSHARES INC Type 4 Submitted
04/17/2025

NICOLET BANKSHARES INC
Director

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock Transaction Date04/15/2025 Shares37 Price$105.14 Shared Following1,668 OwshI
Adviser NICOLET BANKSHARES INC Type 4 Submitted
04/17/2025

NICOLET BANKSHARES INC
Director

Non-Derivatives

Title Transaction Date Shares Price Shared Following Owsh.
TitleCommon Stock Transaction Date04/15/2025 Shares9 Price$105.14 Shared Following3,206 OwshI

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