Insider Trading March 16, 2026

Nicolet Bankshares Director Executes Option Exercise, Sells Shares Worth Nearly $496K

Director Robert Bruce Atwell converts options, sells portions of his holding as Nicolet closes MidWestOne merger and receives analyst upgrades

By Priya Menon NIC
Nicolet Bankshares Director Executes Option Exercise, Sells Shares Worth Nearly $496K
NIC

Robert Bruce Atwell, a director of Nicolet Bankshares Inc (NASDAQ:NIC), exercised options to acquire 10,000 shares and sold a portion of his stake on March 12, 2026. The transactions included the sale of 3,309 shares valued at $495,759 and an additional disposition of 6,691 shares at $150.28 per share. The moves coincide with Nicolet’s completed merger with MidWestOne Financial Group and recent analyst rating and price-target increases.

Key Points

  • Director Robert Bruce Atwell exercised options to buy 10,000 Nicolet shares at $56.43 per share for a total of $564,300, and subsequently sold 10,000 shares across transactions executed March 12, 2026.
  • Atwell sold 3,309 shares valued at $495,759 at prices ranging from $149.49 to $150.265, and an additional 6,691 shares were disposed of at $150.28 per share; following the exercise he directly owns 44,054 shares.
  • Nicolet completed its merger with MidWestOne Financial Group, adding approximately $6 billion in assets and bringing the company to about $15 billion in assets, with loans near $11 billion and deposits near $13 billion; the deal prompted upgrades and higher price targets from analysts.

Director Robert Bruce Atwell completed a set of equity transactions in Nicolet Bankshares Inc (NASDAQ:NIC) on March 12, 2026, combining an option exercise with subsequent stock sales.

On that date, Atwell exercised stock options that allowed him to acquire 10,000 shares of Nicolet Bankshares common stock at an exercise price of $56.43 per share, representing a total outlay of $564,300. After executing the option exercise, Atwell is recorded as directly owning 44,054 shares of Nicolet Bankshares common stock.

Concurrently, Atwell sold a portion of his holdings in two transactions. He sold a total of 3,309 shares that were valued at $495,759, with execution prices ranging between $149.49 and $150.265 per share. In addition to those sales, the filings show that 6,691 shares were disposed of at a price of $150.28 per share. The combined disposition amounts align with the 10,000 shares acquired through the option exercise on the same day.

At the time of reporting, Nicolet Bankshares stock was trading near $149.72, a level that represents a year-over-year increase of 34%. Independent valuation commentary noted on InvestingPro indicates the stock currently appears overvalued when compared with its Fair Value estimate. Separately, InvestingPro also reports that Nicolet trades at a price-to-earnings ratio of 15.14, which InvestingPro Tips characterize as low relative to near-term earnings growth. The InvestingPro platform is described as offering six additional exclusive tips for investors tracking NIC.

These insider transactions occur against the backdrop of a material corporate combination and subsequent analyst reassessments. Nicolet Bankshares has completed its merger with MidWestOne Financial Group, a deal that adds approximately $6 billion in assets and expands Nicolet’s Midwest footprint. Post-transaction totals are reported at roughly $15 billion in assets, approximately $11 billion in loans and about $13 billion in deposits.

Following the merger, investment banking analysts adjusted their views of the company. Piper Sandler upgraded Nicolet Bankshares from a Neutral rating to Overweight and raised its price target to $185.00, citing what it described as the company’s discounted valuation and anticipated benefits from the acquisition tied to underlying core results. Piper Sandler previously increased a price target to $148.00 after Nicolet reported a strong quarter that included a 1.8% return on assets and a 19% return on tangible common equity.

Keefe, Bruyette & Woods also modified its outlook for Nicolet, raising its price target to $170.00 while maintaining an Outperform rating. That adjustment was linked to Nicolet’s reported operating earnings of $2.73 per share, which exceeded market expectations and was attributed to strong pre-provision net revenue and lower provisions.

The concurrent insider activity, the completed merger that materially increases the bank’s balance sheet, and the analyst upgrades together present a compact set of developments for stakeholders to incorporate into their assessments of Nicolet Bankshares.

Risks

  • Valuation signal uncertainty - InvestingPro analysis indicates the stock currently appears overvalued relative to its Fair Value estimate, a consideration for investors in the banking and financials sectors.
  • Mixed valuation metrics - while InvestingPro flags the stock as overvalued versus Fair Value, Nicolet trades at a P/E ratio of 15.14, which InvestingPro Tips identify as low relative to near-term earnings growth, creating mixed signals for equity valuation assessments in financial markets.
  • Insider disposition activity - the exercise-and-sale sequence by a company director may be interpreted variably by market participants and could influence perceptions in the banking stockholders and governance-focused investor communities.

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