0000950123-13-006615.txt : 20130814 0000950123-13-006615.hdr.sgml : 20130814 20130814113141 ACCESSION NUMBER: 0000950123-13-006615 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130630 FILED AS OF DATE: 20130814 DATE AS OF CHANGE: 20130814 EFFECTIVENESS DATE: 20130814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FIRST BUSINESS FINANCIAL SERVICES, INC. CENTRAL INDEX KEY: 0001521951 STANDARD INDUSTRIAL CLASSIFICATION: STATE COMMERCIAL BANKS [6022] IRS NUMBER: 391576570 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15585 FILM NUMBER: 131035965 BUSINESS ADDRESS: STREET 1: 401 CHARMANY DRIVE CITY: MADISON STATE: WI ZIP: 53719 BUSINESS PHONE: 608-238-8008 MAIL ADDRESS: STREET 1: 401 CHARMANY DRIVE STREET 2: PO BOX 44961 CITY: MADISON STATE: WI ZIP: 53744 FORMER COMPANY: FORMER CONFORMED NAME: First Business Financial Services, Inc. DATE OF NAME CHANGE: 20110527 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001521951 XXXXXXXX 06-30-2013 06-30-2013 FIRST BUSINESS FINANCIAL SERVICES, INC.
401 CHARMANY DRIVE PO BOX 44961 MADISON WI 53744
13F HOLDINGS REPORT 028-15585 N
Joan A. Burke President, First Business Trust & Investments 1-608-232-5993 Joan A. Burke Madison WI 08-13-2013 0 36 170629 false
INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F ALTRIA GROUP INC COMMON STOCK 02209S103 442 12643 SH SOLE 0 300 0 12343 BANK OF MONTREAL FOREIGN STOCK 063671101 226 3897 SH SOLE 0 1170 0 2727 CHEVRON CORP COMMON STOCK 166764100 266 2244 SH SOLE 0 1679 0 565 FIDELITY NATIONAL INFORMATION COMMON STOCK 31620M106 293 6839 SH SOLE 0 3900 0 2939 FIRST BUSINESS FINANCIAL COMMON STOCK 319390100 5614 187316 SH SOLE 0 580 0 186736 ISHARES MUTUAL FUNDS/FIXED IN 464287226 36608 341465 SH SOLE 0 341465 0 0 ISHARES MUTUAL FUNDS/FIXED IN 464287226 187 1743 SH OTR 0 1743 0 0 ISHARES MUTUAL FUNDS/EQUITY 464287465 21184 369710 SH SOLE 0 369710 0 0 ISHARES MUTUAL FUNDS/EQUITY 464287465 62 1074 SH OTR 0 1074 0 0 ISHARES MUTUAL FUNDS/EQUITY 464287598 12523 149454 SH SOLE 0 149454 0 0 ISHARES MUTUAL FUNDS/EQUITY 464287598 32 380 SH OTR 0 380 0 0 ISHARES MUTUAL FUNDS/EQUITY 464287614 8664 119108 SH SOLE 0 119108 0 0 ISHARES MUTUAL FUNDS/EQUITY 464287614 26 354 SH OTR 0 354 0 0 ISHARES MUTUAL FUNDS/EQUITY 464287630 9008 104871 SH SOLE 0 104871 0 0 ISHARES MUTUAL FUNDS/EQUITY 464287630 26 303 SH OTR 0 303 0 0 ISHARES MUTUAL FUNDS/EQUITY 464287648 5102 45753 SH SOLE 0 45753 0 0 ISHARES MUTUAL FUNDS/EQUITY 464287648 12 111 SH OTR 0 111 0 0 ISHARES MUTUAL FUNDS/MUNICIPAL BONDS 464288414 5480 52170 SH SOLE 0 52170 0 0 KRAFT FOODS GROUP COMMON STOCK 50076Q106 231 4143 SH SOLE 0 422 0 3721 MCDONALD'S CORP COMMON STOCK 580135101 290 2927 SH SOLE 0 1577 0 1350 MERCK & CO INC COMMON STOCK 58933Y105 239 5152 SH SOLE 0 1960 0 3192 MONDELEZ INTL INC COMMON STOCK 609207105 324 11371 SH SOLE 0 207 0 11164 NATIONAL FINANCIAL COMMON STOCK 63607P208 304 12000 SH SOLE 0 0 0 12000 PFIZER INC COMMON STOCK 717081103 248 8839 SH SOLE 0 4249 0 4590 PHILIP MORRIS INTERNATIONAL INC COMMON STOCK 718172109 1123 12969 SH SOLE 0 1568 0 11401 SPDR MUTUAL FUNDS/EQUITY 78462F103 1008 6281 SH SOLE 0 6281 0 0 SPDR MUTUAL FUNDS/EQUITY 78463V107 284 2387 SH SOLE 0 0 0 2387 SPDR MUTUAL FUNDS/EQUITY 81369Y209 3808 79988 SH SOLE 0 79988 0 0 SPDR MUTUAL FUNDS/EQUITY 81369Y209 11 231 SH OTR 0 231 0 0 SPDR MUTUAL FUNDS/EQUITY 81369Y407 207 3673 SH SOLE 0 3673 0 0 SPDR MUTUAL FUNDS/EQUITY 81369Y605 3809 195862 SH SOLE 0 195862 0 0 SPDR MUTUAL FUNDS/EQUITY 81369Y605 11 566 SH OTR 0 566 0 0 SPDR MUTUAL FUNDS/EQUITY 81369Y704 3558 83443 SH SOLE 0 83443 0 0 SPDR MUTUAL FUNDS/EQUITY 81369Y704 11 256 SH OTR 0 256 0 0 VANGUARD MUTUAL FUNDS/EQUITY 922908769 49264 595915 SH SOLE 0 594455 0 1460 VANGUARD MUTUAL FUNDS/EQUITY 922908769 144 1736 SH OTR 0 1736 0 0