MidWestOne Financial Group, Inc.

IOWA CITY, IA How do I update this listing?

Also known as:

  • ISB FINANCIAL CORP
  • ROYCE & ASSOCIATES LLC
  • ROYCE & ASSOCIATES INC /NY
  • QUEST ADVISORY CORP/NY

Midwestone Financial Group is based out of Iowa City. Their last reported 13F filing for Q2 2019 included $364,254,000 in managed 13F securities and a top 10 holdings concentration of 40.37%. Midwestone Financial Group's largest holding is MidWestOne Financial Group Inc with shares held of 3,612,472. Whalewisdom has at least 1 13F filings, and 210 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2015-07-01. The notice included securities offered of Equity

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06/30/2019

Top Sells

  • Name% Change

06/30/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -3.51%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2015-07-01 D COMMERCIAL BANKING Equity 8,400,000 8,400,000 0
2015-05-08 D COMMERCIAL BANKING Equity 79,813,563 79,813,563 0
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
CHARLES N. FUNK subscription required
    EXECUTIVE OFFICER DIRECTOR
GARY J. ORTALE subscription required
    EXECUTIVE OFFICER
JOHN M. MORRISON subscription required
    DIRECTOR
KENT L. JEHLE subscription required
    EXECUTIVE OFFICER
KEVIN W. MONSON subscription required
    DIRECTOR
KURT R. WEISE subscription required
    EXECUTIVE OFFICER DIRECTOR
LARRY D. ALBERT subscription required
    EXECUTIVE OFFICER DIRECTOR
MICHAEL A. HATCH subscription required
    DIRECTOR
RICHARD R. DONOHUE subscription required
    DIRECTOR
RICHARD J. SCHWAB subscription required
    DIRECTOR
ROBERT J. LATHAM subscription required
    DIRECTOR
RUTH E. STANOCH subscription required
    DIRECTOR
STEPHEN L. WEST subscription required
    DIRECTOR
SUSAN R. EVANS subscription required
    EXECUTIVE OFFICER
TRACY S. MCCORMICK subscription required
    DIRECTOR
WILLIAM N. RUUD subscription required
    DIRECTOR

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