Form D · Commercial Banking
Oconomowoc Bancshares, Inc.
Oconomowoc, WI · CIK 0001656126
Offering snapshot reported Aug 19, 2025 · SEC filing
- Reported sold
- $50M Offering amount: $50M
- Investors reported
- 31 Form D · investor count
- Minimum accepted
- Not reported Reported outside-investor minimum
- First sale
- Aug 14, 2025 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 19, 2025 | Initial | $50,000,000 | No comparison | 31 | SEC filing |
| Oct 29, 2020 | Initial | $20,250,000 | No comparison | 12 | SEC filing |
| Dec 16, 2015 | Amendment | $12,000,000 | $8,600,000vs Oct 22, 2015 | 6 | SEC filing |
| Oct 22, 2015 | Initial | $3,400,000 | No comparison | 4 | SEC filing |
| Oct 22, 2015 | Amendment | $4,500,000 | $1,100,000vs Oct 22, 2015 | 4 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- Not reported
- Duration over one year
- Not reported
- Business combination
- Not reported
- Sales commissions
- $750K
- Finders' fees
- $0
- Form D file number
- 021-555161
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| J. Alden Associates, Inc. | 40002 |
Source: Form D, filed Aug 19, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Charles Folkman | Director |
| Charles J. Folkman, Jr. | Director |
| Pat Hammer | Director |
| Patrick Hammer | Director |
| Craig Kouba | Executive |
| Jeff Langkamp | Executive |
| Mark Mc Cune | Director, Executive |
| Mark Mohr | Director |
| Peter Roehl | Director |
| Mike Roehl | Director |
| Craig Schiefelbein | Director |
| Timothy Schneider | Director, Executive |
| James Siepmann | Director |
| Robert Snyder | Director |
| Maureen Stapleton | Director |
| Monica Stern | Director |
| Dave Sutton | Executive |
| Monica Swaagman | Executive |
| Larry Tomsyck | Director |
| Laurence Tomsyck | Director |
| Nate Zastrow | Executive |
Issuer details
Industry: Commercial Banking (See others in industry)
Address:
155 W. Wisconsin Avenue
Oconomowoc, WI, 53066
Phone: 262-560-2035
Oconomowoc, WI, 53066
Phone: 262-560-2035