Form 4: Citizens Community Bancorp VP Exercises Stock Options

Sentiment:

Insider Transaction Report


Rebecca Johnson, Vice President and Controller of Citizens Community Bancorp Inc., acquired 2,000 shares of common stock through option exercise at $9.62 per share.

Summary

  • Rebecca Johnson, Vice President/Controller of Citizens Community Bancorp Inc. (CZWI), exercised stock options on January 23, 2026.
  • Johnson acquired 2,000 shares of common stock at an exercise price of $9.62 per share.
  • Following this transaction, Johnson directly owns 6,954 shares of common stock.
  • Johnson also indirectly holds 12,841 shares through the Citizens Community Federal 401(k) Profit Sharing Plan.
  • The transaction was executed pursuant to a Rule 10b5-1(c) plan.
  • The common stock options were awarded under the Company's 2008 Equity Incentive Plan and vested 20% annually from June 14, 2017, through June 14, 2021.

Sentiment

Score: 6

Explanation: The exercise of stock options by a company officer to acquire shares is generally viewed as a minor positive signal of confidence in the company's future. The transaction was pre-planned under a Rule 10b5-1 plan.

Positives

  • An insider, Rebecca Johnson, acquired shares, which can signal confidence in the company's future prospects.
  • The transaction was executed under a Rule 10b5-1 plan, indicating a pre-planned, non-discretionary transaction.

Future Outlook

NA

Industry Context

NA

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment
Policy AdherenceThe transaction was made pursuant to a contract, instruction, or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).01/23/2026Indicates adherence to insider trading compliance policies, as the transaction was pre-scheduled and non-discretionary.

Stakeholder Impact

  • Shareholders: May view the insider acquisition as a minor positive signal of management's confidence in the company's valuation and future prospects.

Key Dates

DateDescription
06/14/2017First vesting date for 20% of common stock options.
06/14/2018Second vesting date for 20% of common stock options.
06/14/2019Third vesting date for 20% of common stock options.
06/14/2020Fourth vesting date for 20% of common stock options.
06/14/2021Fifth and final vesting date for 20% of common stock options.
01/23/2026Date of option exercise and acquisition of common stock.
01/26/2026Date the Form 4 was signed and filed.
06/14/2026Expiration date of the common stock options.

Keywords

Citizens Community Bancorp, CZWI, Insider transaction, Stock options, Form 4, Rebecca Johnson, Equity incentive plan, Rule 10b5-1

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