SCHEDULE: Associated Banc-Corp: Lozier & Trust Report 6.28% Stake
Beneficial Ownership Filing
Dianne S. Lozier and the ANC Stock Holding Trust report beneficial ownership of 11,830,042 shares, representing 6.28% of Associated Banc-Corp's common stock.
Summary
- Dianne S. Lozier and the ANC Stock Holding Trust have jointly filed a Schedule 13G, indicating their beneficial ownership of Associated Banc-Corp common stock.
- The total number of shares beneficially owned by the Reporting Persons is 11,830,042.
- This holding represents 6.28% of the issued and outstanding shares of Associated Banc-Corp's common stock.
- The outstanding shares figure used for this calculation was 188,429,093 as of April 1, 2026.
- Dianne S. Lozier is the trustee of the ANC Stock Holding Trust and holds voting and investment power over the shares held by the trust.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral filing, primarily reporting existing ownership stakes rather than new developments or strategic shifts.
Positives
- Significant beneficial ownership reported, indicating a substantial stake in Associated Banc-Corp.
- Clear and transparent reporting of ownership through a Schedule 13G filing.
Future Outlook
This filing does not contain forward-looking statements or guidance.
Industry Context
StockSavvy.ai notes that this Schedule 13G filing by Dianne S. Lozier and the ANC Stock Holding Trust indicates a significant institutional or large individual investor's stake in Associated Banc-Corp, a regional bank. Such filings are crucial for understanding ownership concentration and potential influence within publicly traded companies.
Stakeholder Impact
- Shareholders: The filing provides transparency on a significant ownership block, which can influence market perception and trading dynamics.
- Management: The reported ownership stake by Dianne S. Lozier and the ANC Stock Holding Trust may be a factor in corporate governance discussions and strategic decisions.
Key Dates
| Date | Description |
|---|---|
| 2026-04-01 | Date as of which the number of outstanding shares of common stock was determined for the filing. |
| 2026-04-01 | Date of the event requiring the filing of this statement. |
| 2026-04-06 | Date of the Joint Filing Agreement. |
| 2026-04-06 | Date of signature for Dianne S. Lozier. |
| 2026-04-06 | Date of signature for Dianne S. Lozier as Trustee of ANC Stock Holding Trust. |
Keywords
Associated Banc-Corp, Schedule 13G, Beneficial Ownership, Dianne S. Lozier, ANC Stock Holding Trust, Common Stock, SEC Filing, Investment Holding
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